Millionaires Unveiled

Latest Episodes:

117: Net Worth of 1.4M - Quit Like a Millionaire, Millenial Revolution Jan 20, 2020

Show notes

Kristy and Bryce retired at the ages of 31 and 32 from their computer engineering jobs and have been traveling the world since 2015. They quit with a net worth of $1MM and have since grown that to $1.4MM. Their combined income ranged from 60K to 140K while working. We discuss their story, travels, investment mindset, backup plans for a market correction, and Kristy's background of growing up in China and living on 44 cents a day.

Booknotes: https://booknotes.page.link/millionaires

116: Net Worth of 1.3M - Family Therapist with Lease to Buy Options Jan 13, 2020

Show notes

Shiloh has a current net worth of $1.3MM and is primarily invested in real estate. He has 45 single family homes, several of which have lease to buy options. He also has about 35 multi family units and holds about 300K in cash. Shiloh discusses his investment and career journey including starting his career making 35K annually. He also divulges his unique real estate strategy, talks about hard money lending, and unveils financial goals for the future.

Booknotes: https://booknotes.page.link/millionaires

115: Net Worth of 1.4M - NYC Firefighter with a Side Hustle Jan 06, 2020

Show notes

Today's show features Chris, an NYC public firefighter. He shares insight into his portfolio allocation, side businesses, and investing mindset. He discusses his career as a firefighter and what one can expect to make in the career. He shares that he and his family have a 50% savings rate and spend 120K annually. Chris also talks about learning from one's mistakes and if/when ge plans to use a financial advisor in the future.

114: Net Worth of 1.0M+ - Don't Be Afraid to Make Mistakes Dec 30, 2019

Show notes

Tom is a small business entrepreneur, consultant, therapist, and author among other things. He discusses starting his therapy business after leaving a comfortable corporate job. Tom shared how he bootstrapped the company, including finding clients and funding. He shares detailed %'s of his portfolio allocation which includes both marketable securities and real estate holdings. He has also written a book on effective communication called, "Task: Performance Based Communication" - https://amzn.to/2F30S1P

113: A Billionaire's Balance Sheet Dec 23, 2019

Show notes

On this week's show we divulge a billionaire's balance sheet. We also discuss items that have stood out to us after interviewing more than 100 millionaires. Furthermore we talk about how much personal real estate to have as a percentage of one's net worth and budgeting.

112: Net Worth of 17.5M - Disabled and on Life Support, Passive Income Kept My Family a Family Dec 16, 2019

Show notes

"I literally had nothing. I couldn't hug my own children, I couldn't eat, I couldn't drink, (and) I had no job." These are impactful and inspiring words shared by our guest AJ Osborne. On this show he shares his life story including starting his career selling insurance, then turning to cash flowing real estate with primarily self storage. Months after having his fourth child, AJ was diagnosed with a rare disease which soon cause him to be completely disabled. In this episode he shares not only his struggles, but his difficult and motivating journey back.

111: Guest Interview - David Stein, What Investment Return Should You Plan for? Dec 09, 2019

Show notes

David Stein, podcast host and author of the podcast/book titled, "Money for the Rest of Us" joins us for today's interview. We discuss David's background as an institutional investor and money manager, his asset allocation, and his thoughts on what return one should plan for in the future. He also shares advice on cash flow, portfolio allocation, real estate, and risk. Check out his new book at https://amzn.to/341qLt4 and his website at https://moneyfortherestofus.com/.

110: Net Worth of 1.2M - A Career in Public Education Dec 02, 2019

Show notes

Our guest today is Ed from https://educatorfi.com/. He has a current net worth of 1.25M. He has about 300K in real estate, including a vacation home, 200K in cash, and 700K in the market. We discuss his career in public education including his journey from teacher to principal to district administrator. Furthermore we discuss how he paid off over 125K in debt. Ed also shares terrific advice on 403(b) and 457 retirement account planning and pensions.

109: Net Worth of 4.1M - 150K in Apple Stock and a Yellowstone Cabin Nov 25, 2019

Show notes

Jeff has a current net worth of four million. He has about one million in retirement accounts, two million in after-tax investment accounts, 500K in his primary residence, 300K in a rental property, and 300K in a small business. We discuss market investing including managing short-term capital gains and which stocks to buy. Jeff also shares his thoughts on retiring early and managing one's finances throughout life.

108: Net Worth of 350K - Military Millionaire in the Making Nov 18, 2019

Show notes

David has a current net worth of 350K. His asset allocation is 50K in retirement accounts, 250K in real estate, and 50K in cash and index funds. We discuss his financial journey and real estate investments which include house-hacking, duplexes, multifamily housing, single family housing, Airbnb, and land. David also gives advice unique to those serving in the military such as VA loans and housing allowances. Check out his blog at https://www.frommilitarytomillionaire.com/.

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