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Millionaires Unveiled

Millionaires Unveiled

Auteur(s): Jace Mattinson CPA
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À propos de cet audio

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 portfolio allocation, learn investing strategies, and join the fast track to financial success. Développement personnel Finances personnelles Réussite Économie
Épisodes
  • 432: Net Worth Of $4.0M+ - From Roaches to Real Estate and The Wealth Worth Chasing
    Jan 26 2026
    📝 Show Notes Episode Summary

    In this episode, Parker returns to share his journey building a successful pest control business, his approach to real estate investing, and the lessons behind his new book, Wealth Worth Chasing. Parker is in his early 30's and most of his wealth is in Real Estate and Small Business.

    Parker breaks down the financial habits that matter most early in life, why leveraging your skills can create long-term freedom, and how real estate fits into a broader wealth strategy. Beyond money, the conversation dives into personal growth, mentorship, and the importance of balancing life's four pillars: faith, family, finances, and fitness.

    He also opens up about losing a father figure and how that experience shaped his perspective on presence, purpose, and building a life that truly matters.

    This episode is a powerful reminder that wealth isn't just about numbers—it's about alignment, discipline, and intentional living.

    💡 Key Takeaways
    • Building a pest control business laid the foundation for Parker's financial growth

    • Wealth Worth Chasing is written for young people who want more than just money

    • Real estate plays a major role in Parker's long-term wealth strategy

    • Starting early creates exponential advantages in wealth creation

    • Balancing faith, family, finances, and fitness leads to a complete life

    • Losing a father figure deeply influenced Parker's values and priorities

    • Leveraging skills can unlock long-term freedom and optionality

    • Financial reserves are critical for sustainable real estate investing

    • Mentorship accelerates growth and reduces costly mistakes

    • True success includes presence, personal growth, and family time

    🔊 Sound Bites

    "Wealth worth chasing isn't just about money."
    "Start early in wealth creation."
    "You have to balance faith, family, finances, and fitness."
    "Leverage skills for long-term benefits."
    "Real estate is a major component of my strategy."
    "Mentorship is invaluable."
    "Financial reserves are crucial."
    "Personal growth and being present for family matter most."

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    37 min
  • 431: Net Worth Of $3.9M - From Pizza Delivery to Wrangler Jeans & Louis Vuitton Shoes — The CFP Living Tax-Free in Puerto Rico
    Nov 3 2025
    🎙️ SHOW NOTES

    In this episode, we sit down with Mike Milligan, CFP®, author, and founder of One Oak Financial — a nationwide planning firm based out of Norfolk, Virginia. Mike shares how he built his $3.9 million net worth through a combination of real estate, private placement deals, his financial planning firm, and strategic Roth IRA conversion planning — all while now living part-time as a Puerto Rico resident to optimize his tax strategy.

    Mike goes deep into the misunderstood world of Roths, explains how to think about taxes over your entire lifetime (not just this year), and reveals why so many wealthy people quietly invest outside the public markets. He also shares his perspective on life design — from traveling to 60+ countries, to eating Michelin-star meals, to buying $1,300 Louis Vuitton sneakers while still rocking $30 Wrangler jeans.

    Before becoming a CFP… Mike delivered pizzas at Little Caesars in college. Now he's appearing on CNBC and Fox Business — and helping people build one-of-a-kind financial plans for one-of-a-kind lives.

    This episode blends tactical tax strategy, lifestyle design, and a philosophy for actually using your money while you're alive.

    💡 KEY TAKEAWAYS
    • Mike's net worth is $3.9 million, with more than one-third in real estate

    • He believes the Roth is the most flexible, durable tax tool available

    • He uses Puerto Rico residency to convert at lower tax brackets

    • Wealth is built fastest via business and private deals, not just public markets

    • He automates investments and keeps cash to buy assets "on sale"

    • Money is a tool to create experiences, not the end goal

    • Travel is one of his core pillars — he's visited 63+ countries

    • He values independence + creativity over corporate systems

    • Childhood lesson: count every penny

    • Best career hack: learn from people already living the life you want

    🔊 SOUND BITES
    • "I delivered pizzas."

    • "I wear Wrangler jeans and Louis Vuitton shoes."

    • "A Roth is just a tax strategy — the investments are unlimited."

    • "We want to spend our money, not just accumulate it."

    • "Most CPAs plan taxes for this year — not your lifetime."

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    41 min
  • 430: Net Worth Of $1.3M - The Millionaire Machinist Who Makes Screws for Spines
    Oct 27 2025
    💡 Episode Summary

    In this episode of Millionaires Unveiled, we sit down with Blake, a machinist who quietly built a net worth between $1.2 and $1.3 million — all while never earning more than $75,000 a year. (He's now married with 2 kids and his wife is a Pharmascist). Blake breaks down his financial journey, from paying off over $200,000 in student loans from his wife's degree to investing steadily in his 401(k) and building a foundation of long-term wealth. Blake is in his mid to late 30's and started working as a machinist as a teenager and never went to college.

    He opens up about life in the machining trade, how early financial lessons shaped his habits, and the power of discipline, budgeting, and consistency. Blake shares his approach to debt payoff, retirement planning, and enjoying life while staying financially responsible. His story is proof that you don't need a six-figure salary to become a millionaire — just focus, time, and a solid plan.

    🧭 Key Takeaways
    • Blake's current net worth is $1.2–$1.3 million.

    • The majority of his wealth is in retirement accounts.

    • He and his wife paid off $200K in student loans before investing.

    • Began investing in his 401(k) at age 21.

    • Plans to retire between ages 50–55.

    • They maintain a strong budget and savings routine.

    • Their goal: $1–$2 million in a brokerage account by retirement.

    • Compound interest and financial education are key drivers of success.

    • Blake encourages young people to work hard, save early, and stay consistent.

    🔊 Sound Bites
    • "I never made over 75 grand."

    • "Budgeting is key."

    • "I married up, definitely."

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    34 min
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