Millionaires Unveiled

Latest Episodes:

47: Net Worth of 1.4M - Custodian with a 40K Salary Sep 17, 2018

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This episode features Jeff, a school custodian with a net worth of 1.4M. He has worked for the same school district for over 30 years and currently makes 40K a year. He has 1M in retirement accounts, and 180K in home equity. We discuss happiness and confidence levels as savings and net worth grew, sacrifices made along the way, and how he was able to reach millionaire status. Jeff shares his life and investing strategy, and unveils his current portfolio allocation.

46: Net Worth of 1.5M - Small Business Owner with Two Rentals Sep 10, 2018

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Eric is a small business owner with investments in both the stock market and real estate. He grew up in a middle class family, served in the military for four years following high school, and studied finance in college. He has about 300K invested in the market, 100K in cash, 10K in Gold and Silver, and 1M in real estate (He currently owns two rental properties). Eric discusses his investments, small business ownership, generational wealth, and his financial goals.

45: Net Worth of 3.1M - IT Consultant with a Porsche Sep 04, 2018

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John has a current net worth of 3.1M, is in his late 40's, and is married with two children. At the age of 30, he had a net worth of nearly zero. His investments are split between financial securities and real estate. On the securities side, he has a 401(k), IRA's, and college savings accounts; they are primarily invested in target date retirement funds. On the real estate side, he owns two primary homes and three rental homes which he self manages. We also discuss generational wealth and expected returns.

44: Guest Interview - Dividend Diplomats Aug 27, 2018

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The Dividend Diplomats are two twenty something friends with a shared interest of dividend investing and frugal living. On this guest episode we discuss the benefits of dividend investing, why they've chosen dividend investing, and how much they each earn from their investments. They explain "dividend aristocrats" and which companies fall into this category. Both Lanny and Bert divulge how they got started, and their financial goals for the future.

43: Net Worth of 1.2M - CPA with Timeshares and a Work-Life Balance Aug 20, 2018

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Today's episode features a CPA who has worked in both public and private accounting. She has continually strived to be frugal, invest, and grow her net worth. She has a current net worth of 1.2M. Dora mentions that she used to be a workaholic, but now works for the government in a job with better work-life balance. Her range of income during her working life has been $19,000 - $180,000. We discuss her financial history, investing strategies, and plans for the future.

42: Net Worth of 3.0M - First Million at Age 45 Aug 13, 2018

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Today's episode features a radiologist with a current net worth of 3.0 million. He hit his first million at age 45 and his second million just two years later. He holds 500K in his 401K, 500K in a standard brokerage account, and 500K in syndicated real estate deals. We discuss the mantra that doctors are bad with money and how he thinks that's changing. Furthermore, he shares his investing insights, how to work on the side, and his goals for financial success.

41: Net Worth of 1.9M - Almost a Millionaire, then Inherited a Million Aug 06, 2018

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KT has a current net worth of 1.9M. He's 51 years old with the goal to retire in four years, at age 55. He was almost a millionaire, and then inherited one million dollars from his father. KT discusses the inheritance, gives advice for those who receive one, and talks about the art of saying no. He's invested in numerous different real estate deals, has 250K in home equity, and holds up to almost 15% of his net worth in cash.

40: Review of Recent Episodes - 28.2M Combined Net Worth Jul 30, 2018

Show notes

In this episode we do a quick recap of the last 13 interviews, episodes 27-39. Not counting the two guest interviews, the combined net worth of the 11 millionaires interviewed in this segment is 28.2M. We discuss investing trends, different strategies, and share a brief summary of each interview.

39: Guest Interview - Millennial Investor Worth 450K Jul 23, 2018

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Anthon is a millennial with a current net worth of 450K. He currently works in software sales and has been working full time for five years. His allocation is 45% real estate, 30% financial securities, 15% cash and 10% in other categories including cryptocurrency. He owns a second home which cash flows about $500 per month. Anthon discusses his current portfolio, what he's doing to grow his investments, and how he plans to increase and maintain income producing assets.

38: Net Worth of 1.3M - Product Manager Still Paying Rent Jul 16, 2018

Show notes

Adam, a product manager, has a current net worth of 1.25M. He has 200K in retirement accounts and over one million in other brokerage and investment accounts. He's a big proponent of the Vanguard Total Stock Market Index Fund (VTSMX) - a fund that claims over 40% of his holdings. He also as over 20% in Vanguard Total International Stock Index Fund (VGTSX). Adam also has around 5% of his portfolio (nearly 75K) in cryptocurrency. He spends about 55K per year and hit is first million at age 35.

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