Millionaires Unveiled

Rachel has a net worth of $1.0 Million. She has two children with another on the way and works in accounting/finance. 60% is in investments and 40% is in home equity. She has a few stocks she does play with but a majority are in index funds. We discuss her mindset changes of the years, how her upbrining played a part in her journey and various other great topics.

www.stamps.com/millionaire

James has a current net worth of $29.5 million. 90% of it is in real estate comprised of almost 50 single family homes and a few commercial properties. The rest is in his 401k and cash. James is in his mid 60's and is semi-retired. We discuss all the odd jobs he had until he started his business in his 30's to the growth and eventual exit he had when he sold it to a long term employee.

www.findlaw.com

Michelle has a net worth of $1.7 million mostly in real estate investments with a bit in the market. She currently has 13 doors and one syndication. She is in her early 30's. She is a realtor, a gardener and enjoys pole dancing. Her husband is a stay at home dad after being in the military for several years.

Roger is a former banker, saleman and stay at home dad. He is in his late 60's. Most of his wealth has come since he was in his late 50's until now. He has a current net worth of $7.2 million.

~25% is in Notes.

~75% in equity in Real Estate.

35k monthly income with ~23k a month from real estate and ~12k from notes

He also has 25k cash, 25k in T bills, 46k in a HSA.

We discuss IRS tax audit, his unique approach to renting to tenants and generational wealth amongst other topics.

www.shopify.com/unveiled

Lauren has a current net worth is $3.1 million. She's in her 50's and works in the Art industry with her husband and invests in Real Estate.

She has 135k in cash, a Roth with 320k, 350k in a 401k, a HSA with 38k, a 529 with 104k, 600k in a self storage facility investment, just over 600k in equity in short term rentals, 350k in vacant land, just over 500k equity in a primary residence, and 50k car wash development fund. Some of the real estate syndications and a note are inside their Roth IRAs.

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Brad has a current net worth of $2.0+ million and is the new co-host of the podcast. He owns an advertising company but has done all sorts of things from selling time shares, working at Best Buy. He went to law school but never practiced law. He also played golf in college. At 28, he had 500k in school loans and had a big hole to dig out of. Today he has 200k savings, 800k in the market split 50/50 in stocks and mutual funds and index funds and $1 million in real estate between his primary residence and some Airbnbs.

www.findlaw.com

Danielle has a current net worth is $1.3 million. She is in her early 30's and works in public accounting. Her husband is former military and currently stays home with their children.

*710k in retirement accounts between a 401k & Roth

*170k in equity in her primary residence

*250k taxable brokerage

*HSA of 10k

*529 of 123k

*55k cash

www.shopify.com/unveiled

This week we have Kristopher. He is in his early 30's. He has a net worth of $1.1 million. He is a Senior Software Engineer. He has 160k cash, 17k in a 529 account, 930k in equity investments, 30k is in his HSA, 290k traditional, 375k roth, 235k brokerage. He also has some unvested RSUs valued at 740k.

Jerry is in his early 30's and has a net worth of $2 million. He invests mainly in alternative asset classes like real estate notes, gold/silver, ect. He used to be a traditional financial advisor but now runs his own business in the financial advisory space and does not own a home or a car and prefers to rent and use Uber.

Dom has a current net worth of $8.0 million. He is in his mid 30's and is a returning guest. He was on episode 80 in 2019 when his net worth was $1.1 million. He left his c-suite job and started a business and we discuss this process and scaling it quickly and selling a significant portio of it in under 3 years.