Millionaires Unveiled

Latest Episodes:

57: Net Worth of 1.4M - Ten Years to Millionaire and an Airbnb Nov 26, 2018

Show notes

Cubert has a current net worth of 1.4M. He has 500K in a traditional 401K with 100% of the funds invested in a Vanguard S&P 500 index fund. He also has 250K in home equity, and 600K in other real estate holdings including a condo used for airbnb. Cubert discusses how he went from virtually nothing to millionaire status in ten years including building up his real estate portfolio to four single family rentals and one Airbnb condo. You can find him at abandonedcubicle.com.

56: Net Worth of 3.3M - Lost 200K in the Market This Week Nov 19, 2018

Show notes

Jake, 41 years old, has a current net worth of 3.3M. He has a 700K house, about 2M in retirement accounts (including roth and traditional holdings) as well as investments in REITs, 529 plans, angel investments, and one rental property. Within his retirement accounts, he primarily invests in index funds. He has four children and discusses how he teaches them about money as well as his current thoughts on generational wealth. Jake also unveils his financial independence and retirement goals.

55: Guest Interview - Tom Wheelwright on Taxes Nov 12, 2018

Show notes

Tom Wheelwright, CPA is best known for making taxes fun and understandable. He specializes in helping entrepreneurs and investors build wealth through permanently reducing taxes. We discuss the new tax law including issues of divorce and alimony, real estate depreciation, car depreciation, business structuring, and how involved one should be with their own taxes. Check out his recent book "Tax Free Wealth: How to Build Massive Wealth by Permanently Lowering Your Taxes."

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54: Net Worth of 1.4M - Single Mom and Teacher With Four Kids Nov 05, 2018

Show notes

In this episode Frogdancer Jones shares her story of financial success. Following her divorce 21 years ago, she started her journey with less than $100, a mortgage to pay, and four young kids. She discusses how frugality played a large impact on her success and how her teaching career, with an average salary of 70K, helped cover her needs. She shares motivational ideas for saving money, her portfolio allocation, and offers advice to those in a similar financial and life situation.

53: Net Worth of 1.2M - Marketing Manager and Ponzi Scheme Victim Oct 29, 2018

Show notes

Rick is a Canadian marketing manager with a net worth of 1.2M. He is married with two kids and has worked for the same company for 15 years. He holds 550K in a paid for house, about 350K in investments, and nearly 250K in his employee pension fund. Of the 350K, 90% are held in equity securities and 10% in bonds. He further breaks out his investments between US, Canadian, and international holdings. He unveils his investing philosophy and financial mistakes.

52: Net Worth of 5.0M - "I Didn't get Here by Contributing to a 401(k)" Oct 22, 2018

Show notes

This episode features Beau with a current net worth of 5M. He holds about 3M in an HR outsourcing firm - his core business. He also has 800K invested in the market, a paid for house valued at about 700K, and other small business ventures and land. We discuss his journey and strategy as an entrepreneur during which he's owned several businesses including an auto parts store, health clubs, and nutrition stores. We also discuss Beau's take on teaching his children about money and his financial goals.

51: How About $100 Million? Oct 15, 2018

Show notes

In this episode we provide a recap of our last 10 interviews and discuss the lessons and trends we've learned from interviewing nearly 50 millionaires. Thus far, our interviewees have a combined net worth of nearly $100 million. We also provide updates on the show including future guest interviews with Robert Kiyosaki and Tom Wheelwright.

50: Net Worth of 4.2M - Military Millions and a Government Pension Oct 08, 2018

Show notes

Today's episode features "Still-In" from MilitaryMillions.com. He has served in the military for 17 years, and has a current net worth of 4.2M including a government pension valued at 1.2M. His paid off house is worth over 400K, and he holds over 2M in traditional investments held primarily in Vanguard funds. We discuss his current allocation between Stocks and Bonds, and Domestic vs. International. "Still-In" unveils his investing strategies, cash holdings, and thoughts for financial success.

49: Guest Interview - Real Estate with Coach Carson Oct 01, 2018

Show notes

Today's guest, Coach Carson, is an active real estate investor, coach, and author of the new book, "Retire Early with Real Estate" (https://www.amazon.com/Retire-Early-Real-Estate-Investing/dp/1947200038/). We discuss how he started investing, his current real estate portfolio, and tips for investing success. He provides advice on goal setting, health insurance, teaching kids about money, leverage, and when enough is enough. His blog is www.coachcarson.com.

48: Net Worth of 2.4M - Debt Free Doctor Sep 24, 2018

Show notes

Today's guest, debt free doctor, has a current net worth of 2.4M. He discusses his story of overcoming 250K of debt and unveils how he's been able to financially strive since being debt free. He has numerous investment vehicles including, but not limited to, home equity, real estate syndications and crowdfunding, taxable investments, IRAs, 529 plans, and HSAs. He invests primarily in Vanguard index funds.

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