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45 minutes | 6 days ago
181: Net Worth of 2.5M - "It's How You Use Your Time That Matters"
Tony has a current net worth of 2.5M, a large chunk of which is in his paid for house and a rental property. Tony discusses managing his career including work/life balance, deciding whether to pay off his house early, being a good/improving father, personal debt, the advantages of using a financial advisor, and more. Tony worked for Dave Ramsey for about 15 years and built a successful career; he's now starting his own personal finance company and has written a book.
44 minutes | 13 days ago
180: Net Worth of 1.8M - 250K House and 90K Annual Pension
Harry has a net worth of 1.8MM. He was active duty in the army for ten years and served in the reserves for an additional 20+. He is invested primarily in index funds spread between both domestic and international holdings. Harry discusses saving and investing money and encourages all to invest even just a little; he believes there is never a perfect time to invest so investing little by little and living below one's means is the path to success.
42 minutes | 20 days ago
179: Net Worth of 3.8M - 61-Year-Old Refugee, Worked at Same Company for 34 Years
Dan is a refugee with a current net worth of 3.8 million. He came to the U.S. at the age of 17 years old with $10 in his pocket. He obtained a marketing degree, found a job, and ended up staying with the same company for 34 years; he is recently retired. He became a millionaire at age 55 and has a significant amount of his wealth in retirement accounts. Email us at - email@example.com Website - www.millionairesunveiled.com Twitter - @Mill_Unveiled
43 minutes | a month ago
178: Net Worth of 1.3M - Construction Manager with no Debt
Will has a current net worth of 1.3M, of which 300K is his paid for house. Of the remaining amount, most of it is invested in the equity markets split 65% in domestic stocks and 35% in international stocks. We talk with Will about his decision to pay off or not pay off his primary home, career advice and accepting new opportunities, and whether his friends and family know of his "millionaire" status. Email us at - firstname.lastname@example.org s Website - www.millionairesunveiled.com Twitter - @Mill_Unveiled
35 minutes | a month ago
177: Net Worth of 1M+ - Elected City Treasurer and Small Business Owner
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/
45 minutes | a month ago
176: Net Worth of 625K - College Professor - "Avoid Student Loans at all Costs"
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 - email@example.com Website - www.millionairesunveiled.com Twitter - @Mill_Unveiled
37 minutes | 2 months ago
175: Net Worth of 1M - Engineer Turned Self Storage Real Estate
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 - firstname.lastname@example.org Website - www.millionairesunveiled.com Twitter - @Mill_Unveiled
52 minutes | 2 months ago
174: Net Worth of 2.7M - Prioritizing Cash Flow Over Net Worth
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 - email@example.com Website - www.millionairesunveiled.com Twitter - @Mill_Unveiled
49 minutes | 2 months ago
173: Net Worth of 8.3M - "I'm a Big Believer in Businesses" - No Stock Market or Real Estate Investments
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 - firstname.lastname@example.org 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!)
42 minutes | 2 months ago
172: Net Worth of 1M - Homeless to Grocery Bagger to Gas Station Owner
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 - email@example.com Website - www.millionairesunveiled.com Twitter - @Mill_Unveiled
43 minutes | 3 months ago
171: Net Worth of 518K - Electrical Engineer Well on His Way to Millionaire
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 - firstname.lastname@example.org Website - www.millionairesunveiled.com Twitter - @Mill_Unveiled
49 minutes | 3 months ago
170: Net Worth of 1.1M - From -50K to 1M in 10 Years
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 - email@example.com Website - www.millionairesunveiled.com Twitter - @Mill_Unveiled
52 minutes | 3 months ago
169: Net Worth of 1.4M - What Happens When a Parent Passes Away Without a Will?
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.
50 minutes | 3 months ago
168: Net Worth of 2.1M - Police Officer - "Family, Health, Wealth - in that Order"
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 - firstname.lastname@example.org Website - www.millionairesunveiled.com Twitter - @Mill_Unveiled
43 minutes | 3 months ago
167: Net Worth of 5M - The Impact of COVID on Multifamily Real Estate
Neal Bawa has a current net worth of between five and ten million dollars. He shares his story and investment allocation which includes primarily real estate but also gas stations, hotels, fourplexes, and stock market equities. He discusses how COVID has impacted his collection and vacancy rates and also how he started in real estate. Neal is a big believer in Karma, and building up a reserve of good things to come in the future. Check out his free course at: https://www.udemy.com/course/realfocus/ Email us at - email@example.com Website - www.millionairesunveiled.com Twitter - @Mill_Unveiled
42 minutes | 4 months ago
166: Guest Interview - Who Needs a Financial Advisor?
Jonathan is a financial advisor at Lionsgate Advisors. We discuss the financial planning industry, who needs a financial advisor, and why he believes the industry has a bad rap. Jonathan also shares the importance of having a clear vision and goal for where you want to be. We also discuss the "order of operations" of investing - where to save and invest the next dollar.
48 minutes | 4 months ago
165: Net Worth of 10M - From 15K to 10M in Ten Years
Dan has a current net worth of about 10M, of which 30% is invested in gold and 20% in cash. Dan shares his story about almost going bankrupt in 2008 to working his way out and growing his net worth rapidly. He now focuses on passive income and preserving capital, but shares thoughts on investment risk, taking chances, and high savings rates. Ten years ago he had a net worth of 15K. Check out his website at: https://www.futuremoneytrends.com/ Email us at - firstname.lastname@example.org Website - www.millionairesunveiled.com Twitter - @Mill_Unveiled
38 minutes | 4 months ago
164: Net Worth of 640K - Female Nurse Who Rents
Chloe works as a nurse and has a current net worth of 640K. Of the 640K, 110K is in cash and the remaining 510K is invested in the stock market. Chloe discusses her background which includes earning scholarships and grants while attending a public school and incurring no student loan debt. She shares mistakes and advice and talks about managing investment risk tolerance with her husband. Chloe has a current goal of reaching 1M by age 40 with a longer term goal of 1.5M in net worth. Email us at - email@example.com Website - www.millionairesunveiled.com Twitter - @Mill_Unveiled
42 minutes | 4 months ago
163: Net Worth of 6.4M - Recently Retired at 57, 3M in Retirement Accounts
David has a current net worth of 6.4M. Of the 6.4M, about 3M is in real estate, and 3M in retirement accounts between both his and his wife's IRA. He recently retired and has several rental properties. David had an initial net worth goal of 5MM when he was first married and has now shifted to focusing on passive income vs. net worth. He made his first million in 11 years, and his second million 6.5 years later. Email us at - firstname.lastname@example.org Website - www.millionairesunveiled.com Twitter - @Mill_Unveiled
43 minutes | 5 months ago
162: Net Worth of 10M - Music Teacher Who Quit After Passive Income was 100K
Lloyd Edge is a music teacher turned real estate investor. He has a current net worth of over 10MM USD. He decided to invest in real estate while teaching when he decided that he wouldn't be able to retire with enough money from just teaching alone. He lives in Australia and worked as a teacher for 15 years prior to quitting. Lloyd became a millionaire at the age of 38 and currently makes over 250K in annual passive income. Email us at - email@example.com Website - www.millionairesunveiled.com Twitter - @Mill_Unveiled
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