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Millionaires Unveiled

Jace Mattinson, CPA

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Millionaires Unveiled interviews and tells the stories of everyday millionaires. We provide detailed insight into their investing strategies and current portfolio allocation. How did they get started? What decisions did they make along the way? How has their portfolio allocation changed, and what are they doing now to not only keep, but also grow, their highly sought after "millionaire" status? From these extensive and thought provoking interviews, you'll be able to assess your current portf ...
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This is a place where FinTech compliance, regulations and risks are made simple and fun. Your host, Yana Afanasieva, corporate dropout turned entrepreneur, introduces you to pragmatic risk acceptance and agile compliance that scale, challenges financial industry conventional wisdom, and wholeheartedly believes that dashboards and automation often make much better job than humans.
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Summary In this conversation, Sam from Financial Samurai shares insights on wealth building, investment strategies, and the importance of intentional spending. He has a net worth over $10 million. He discusses his journey from a finance career to becoming a successful author and investor, emphasizing the significance of real estate and public equit…
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Summary In this episode, Ryan shares his journey from being a pharmacist to achieving financial independence through real estate investing. He has a net worth of $1.7 million mostly in Real Estate. He discusses his unique strategy of renting properties by the bedroom, which significantly increased his cash flow. Ryan reflects on the challenges he f…
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Summary In this episode, John shares his journey from being a financial advisor to becoming an Airbnb data analyst. He has a net worth of $1.7 million. Most is in his business and real estate/short term rental realted assets. He discusses the challenges he faced during the pandemic, how he scaled his Airbnb business, and the current state of the Ai…
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Summary In this episode, Gustavo shares his inspiring journey from Brazil to Australia, detailing his experiences as a software developer and investor. He discusses his initial foray into Bitcoin, the importance of diversifying investments across different countries, and the challenges he faced while adapting to a new culture and language. Gustavo …
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Summary In this episode, David, founder and CEO of One Wealth Advisors and executive chairman of a restaurant company, shares insights into his financial journey, including his net worth, investment strategies, and experiences in the restaurant industry. He has a net worth of over $10 million spread across business, Real Estate and market investmen…
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Summary In this episode, Marcus shares his journey as an educator and principal, detailing his financial growth, including his net worth and debt-free journey. He has a net worth of $1.3 million plus a sizable pension that could put his net worth closer to $3 million. A nice chunk is in real estate, the pension and then other investments. He discus…
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Summary In this episode, Nic shares his unique journey from working for free in family offices to building a successful career in real estate investment. He has a net worth of $3+ million. He discusses the importance of mentorship, networking, and hard work in achieving financial success. Nic emphasizes his focus on real estate as a wealth-building…
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Summary In this conversation, Courtney shares her journey to building a net worth of $2.7 million. Most of it is in real estate but does have some in other assets. She dives into her investing strategy, emphasizing the importance of diversification between real estate and retirement accounts. She discusses her evolving strategies to achieve financi…
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Summary In this conversation, Steve shares his journey from modest beginnings in Utah to becoming a successful investor with a diverse portfolio that includes oil and gas, real estate, and a payments company called ProPay that has since sold. He discusses his investment strategies, the importance of patience and liquidity, and the lessons learned f…
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Summary In this episode, the hosts Jace and Stacey share a personal financial update and Jace's parents make a reappearance as they discuss the complexities of retirement, particularly focusing on the baby boomer generation. They share personal financial updates, explore the emotional and mental challenges of transitioning into retirement, and high…
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Summary In this episode, Adriel shares his journey from being a baseball umpire to engineer to becoming a full-time real estate investor. He discusses his initial foray into real estate, the challenges he faced, and how he diversified his investments, including a vacation rental in Tulum, Mexico. Adriel also reflects on market changes and his futur…
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I’m excited to explore the psychology of second chances, why we’re so skeptical when people change their minds, and if public opinion ever actually reflects personal beliefs. We’ll discuss Mark Zuckerberg’s apparent about-face on censorship, corporate flip-flops on diversity programs and the underlying forces behind those reversals. We’ll also cove…
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Summary In this conversation, Mike and Leanne share their financial journey, discussing their experiences in paying off their primary residence, managing student loans, and navigating the complexities of joint finances. They are social workers and have a net worth of $1.2 million. They dive into their investment strategies, aspirations for retireme…
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Summary In this episode, Cameron shares his journey in the real estate industry, detailing his rapid rise to a net worth of nearly $2 million at just 23 years old. He discusses his investment strategies, the importance of liquidity, and how he built a successful real estate team. Cameron emphasizes the significance of delayed gratification and livi…
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I’m excited to dive into the Deepseek hype, the Chinese AI startup that claims to have a model as good as ChatGPT for a fraction of the cost. We’ll talk about what that means for the future of AI, national AI models and censorship, and why every country will soon have its own “filtered” version. Then we’ll switch gears to Piers Morgan and Tucker Ca…
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Summary In this episode Brandon shares his journey from a modest upbringing in East Texas to becoming a successful nursing home administrator and real estate investor with a net worth of $1.5 million most of which is in single family rentals and duplexes. He is in his early 30's. He discusses his strategies for building wealth through real estate, …
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Summary In this episode, Ben shares his inspiring journey from living without running water to achieving a net worth of $1.4 million through real estate investments. He discusses his early experiences in construction, the challenges he faced in his first property purchase, and the lessons learned from partnerships and investments. Ben emphasizes th…
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I’m excited to share news about a new series from Darryl Cooper, host of the Martyr Made Podcast. His latest series is all about World War II, told from the perspective of ordinary Germans. It’s a fascinating look at how ideologies take hold and change societies. We’ll use that as a springboard to talk about how we receive and accept compliments, t…
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Summary In this episode of the Millionaires Unveiled podcast, host Jace interviews John, a tech professional with a remarkable financial journey. John shares his background as a first-generation immigrant from Argentina, his current net worth of $4.6 million, and the strategies he employed to build his wealth. The conversation delves into his exper…
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If you’ve ever wondered how disruption leads to new beginnings, this episode is for you. I’m diving into the cycles of history, from tearing down the old to building the new and how understanding those patterns can give you hope. We’ll look at The Fourth Turning Theory, the evolution of institutions and why change is a superpower for growth. Along …
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Summary In this episode, Glenn shares his inspiring journey from working at Red Lobster to becoming a successful real estate investor with a net worth of around $3 million. Most is in real estate and real estate related assets. 500k is in private notes. He discusses the pivotal moments that led him to pursue real estate, including his strategic inv…
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If understanding history feels like an abstract puzzle, it’s time to see the patterns. In this episode I’m going into the concept of cycles and seasons, how history, businesses and our personal lives follow predictable patterns. We’ll cover the lessons from The Fourth Turning, generational values, and why knowing these cycles reduces anxiety and un…
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Summary In this episode Jace and Stacey reflect on the highlights of 2024, discussing the impressive net worth of guests, the impact of inflation on wealth, and the diverse stories of millionaires. Jace emphasizes the importance of financial planning, the various paths to wealth, and the shifts in asset allocation among millionaires. The conversati…
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Summary In this episode, Doc G shares insights on his journey post-retirement, discussing his evolving mindset towards spending, the transition from accumulating wealth to decumulating it, and the emotional challenges of withdrawing from his portfolio. He has a net worth of $10 million. His diversification hasn't changed much since he first appeare…
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If compliance feels like a roadblock, it’s time to flip the script. I had a live webinar last week about how to turn compliance into a growth driver. We have covered how to measure success, align with business goals and prove compliance’s value as well as. smart resource management, big picture problems, and knowing when to take calculated risks. Y…
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Summary Billy and Melissa have a net worth of $1.0 million. This is in various investments including the market and real estate. They are in their late 30s and are business owners. They recently relocated from a high cost of living area to a low cost of living area to participate in geoarbitrage. They started in a big hole that included over 100k i…
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Summary Dennis, a cybersecurity professional, shares his financial journey and strategies. He has a net worth of around $2.3 million, with a breakdown of 900k+, in retirement, 300k+ in cash equivalents, 400k in his house, and the remainder in a brokerage and some collectibles. Dennis primarily invests in Roth accounts and believes in the simplicity…
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This is the time of year for reflection, so in this episode, I share my theory on why achieving success for some people is so much easier than it is for others, why a high success-effort ratio isn’t always ideal, and some simple practices that you can incorporate into your life to start feeling more successful! If you found value in this episode, I…
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Summary Ryan, an officer in the National Guard, shares his journey to becoming a millionaire and his plans for retirement. He discusses his net worth, which is currently $1.1 million, and how he achieved it through investments and a pension from the military. His pension could be worth $3-$5 million. Ryan is in his late 30's. He emphasizes the impo…
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In this episode, I share my thoughts on regulation and deregulation in the crypto space and my predictions for how the different approaches adopted by Europe and America will impact people and businesses in these regions. If you found value in this episode, I would really appreciate it if you could leave a review! My mission is to help and support …
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Summary Andrew is currently working for a company called Practice CFO, a fractional CFO financial planning company for dentists and healthcare professionals. He is 37 years old and he has a net worth of $2.125 million, broken up into real estate and paper assets. His paper assets include a mix of index funds, ETFs, bonds, and REITs. Andrew is a lon…
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As 2024 starts drawing to a close, I want to unpack some of the key criteria I use to evaluate how successful my year has been. Tune in to hear my advice for overcoming some of the most common errors made by compliance professionals and the questions you should be asking yourself right now to ensure that you don’t fall into these traps again in 202…
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Summary Bunny has a net worth of $10 million. Most is in the value of her businesses but she does own some real estate and keeps a little inveted in the market. She is a successful entrepreneur and business coach. She shares her journey of owning and managing multiple companies. She started as a stuntwoman and model but eventually pursued a master'…
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