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    Business

    Millionaires Unveiled

    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.

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    Latest Episodes:
    177: Net Worth of 10M+ - Elected City Treasurer and Small Business Owner Mar 15, 2021
    Show notes

    Chad is an elected city treasurer and small business owner; he works as a financial fiduciary. As the city treasurer, he manages a 360MM investment account. He discusses his investment mindset for both his personal and city investments, including having a long-term approach. Chad also shares what to look for when hiring a financial advisor.

    To learn more about Chad - https://www.pacificcapital.com/chad-willardson-3/


    176: Net Worth of 625K - College Professor - "Avoid Student Loans at all Costs" Mar 08, 2021
    Show notes

    Jason is a college professor with a current net worth of 625K. He is 47 years old, married, and has one child. Together with his wife they had about 280K in student loans - Jason shares his advice for how to pay them off, why to avoid them at all costs, and how he was able to not be discouraged while paying them off. He has 180K in home equity and works additional hours and over the summer to make an extra 30-35K in income on top of his regular salary.

    Email us at - millionairesunveiled@gmail.com

    Website - www.millionairesunveiled.com

    Twitter - @Mill_Unveiled


    175: Net Worth of 1M - Engineer Turned Self Storage Real Estate Mar 01, 2021
    Show notes

    David has net worth of one million dollars which is nearly all invested in self storage and other real estate. He shares his story of the first self storage deal - how he found it, fixed it up and flipped it around, and expanded on additional land. David now collects over 10K in passive income annually from three of his properties. He is 38 years old, has a background in engineering, and now works 60+ hours a week to reach his financial goals.

    Email us at - millionairesunveiled@gmail.com

    Website - www.millionairesunveiled.com

    Twitter - @Mill_Unveiled


    174: Net Worth of 2.7M - Prioritizing Cash Flow Over Net Worth Feb 22, 2021
    Show notes

    Travis has a net worth of $2.7 million, of which $1.6 million is in real estate equity. He currently owns about 20 units which generate about 10K of monthly cash flow. He's 40 years old, and also holds about 550K in his 401(k). Travis shares his thinking on why tracking and building cash flow is more important than just a higher net worth. He also talks about his financial advisor and why that relationship is valued.

    Email us at - millionairesunveiled@gmail.com

    Website - www.millionairesunveiled.com

    Twitter - @Mill_Unveiled


    173: Net Worth of 8.3M - "I'm a Big Believer in Businesses" - No Stock Market or Real Estate Investments Feb 15, 2021
    Show notes

    Caleb has a current net worth of over eight million dollars. He has about 800K liquid in primarily cash and the remainder in his small business (7.6MM) of which he owns 100%. He has no stock market or real estate investments and has chosen to put most all of his net worth into his business. Caleb is passionate about four things in the financial process that can help make one successful 1) Clarity on what you want, 2) Efficiency - optimizing cash flow, 3) Consistency and 4) Use the money wisely to help you now and in the future.

    Email us at - millionairesunveiled@gmail.com

    Website - www.millionairesunveiled.com

    Twitter - @Mill_Unveiled

    Book and Assessment Link:

    Take our FREE Financial Assessment

    Get my FREE Book, "The AND Asset: The Secret Way To Save & Use Your Money At The Same Time" (just cover shipping!)


    172: Net Worth of 1M - Homeless to Grocery Bagger to Gas Station Owner Feb 08, 2021
    Show notes

    Max has a current net worth of 1MM and owns a gas station as well as a couple rental properties. He grew up poor in India and came to the United States as a teenager. He then went to different schools in the states while working as a hotel manager. When the hotel unexpectedly closed, Max was without a job and without any savings - he lived homeless on the streets for six months. He was able to regroup and has since grown his net worth to become a millionaire! He shares not only his story of perseverance and hope, but also mistakes he made and his financial advice.

    Email us at - millionairesunveiled@gmail.com

    Website - www.millionairesunveiled.com

    Twitter - @Mill_Unveiled


    171: Net Worth of 518K - Electrical Engineer Well on His Way to Millionaire Feb 01, 2021
    Show notes

    Joel is an electrical engineer/software engineer and has a net worth of over 500K. We unveil his asset allocation and discuss rebalancing a stock portfolio (he recommends doing it quarterly or annually), maxing out retirement early/front loading the work, and his experience using a financial advisor. Joe shares his story which includes working multiple jobs, attending school while working, and exploring different job opportunities. Joel paid off over 40K of debt and is now well on his way to becoming a millionaire!

    Email us at - millionairesunveiled@gmail.com

    Website - www.millionairesunveiled.com

    Twitter - @Mill_Unveiled


    170: Net Worth of 1.1M - From -50K to 1M in 10 Years Jan 25, 2021
    Show notes

    Andy Hill has a net worth of 1.1M and unveils his allocation and investment story. Andy worked in corporate event marketing for 15 years before quitting to work on his small business (https://marriagekidsandmoney.com/). He has a paid for house (420K), 100K in cash, and about 500K in retirement accounts. In 2010 he had a net worth of negative 50K. Andy shares advice and his thoughts on paying off one's primary mortgage, investing in index funds, and starting a small business.

    Email us at - millionairesunveiled@gmail.com

    Website - www.millionairesunveiled.com

    Twitter - @Mill_Unveiled


    169: Net Worth of 1.4M - What Happens When a Parent Passes Away Without a Will? Jan 19, 2021
    Show notes

    Kevin has a current net worth of 1.4MM and was kind enough to share his life and financial story. When Kevin was just 30 years old, his father passed away at the young age of 62. Without a will, Kevin and his brother traced down any and all financial records left by their father. Kevin has a great story of his own and shares motivating thoughts on frugality, savings, mindset and the importance of having a will or a trust.


    168: Net Worth of 2.1M - Police Officer - "Family, Health, Wealth - in that Order" Jan 11, 2021
    Show notes

    David is a police officer with a current net worth of 2.1 million. He was in the Marines for eight years before working in corporate america and then becoming a police officer; He was 39-years-old when he became a millionaire. David invests heavily in precious metals (nearly 250K) and multifamily real estate. We discuss how his real estate holdings were hit in the economic downturn of 2008-2009 and how that changed his investing strategy. In 2006, David had a net worth of 600K and in 2009 it had dropped to negative 200K.

    Email us at - millionairesunveiled@gmail.com

    Website - www.millionairesunveiled.com

    Twitter - @Mill_Unveiled


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