Summary

In this episode, Hubert shares his journey from military service to becoming a successful tax attorney and law firm owner. He has a net worth of ~$1.0 million with his pension. 500k is in his house and his law firm and the rest is in his pension & disability. He discusses the challenges of student debt, the complexities of divorce and its financial implications, and the importance of teaching financial literacy to the next generation. Hubert emphasizes the value of mentorship and work-life balance, as well as his aspirations for the future, including retirement and generational wealth for his children.

Takeaways

*He served in the Navy and later became a tax law professor.
*Divorce can have significant financial implications, especially regarding tax liabilities.
*Starting his own law firm in 2018 was a pivotal moment in his career.
*He emphasizes the importance of financial literacy for children.
*Hubert's military benefits provide him with financial security.
*He believes in maintaining a work-life balance for himself and his employees.
*Mentorship is crucial for success in any career.
*Teaching kids the value of money is essential for their future success.
*Hubert aims to retire comfortably while being involved in his family's life.

Sponored by:

Shopify

shopify.com/millionaire

Summary

In this episode, Lance shares his journey towards financial independence, detailing his diverse income sources and investment strategies. He has a net worth of $2.1 million mostly in real estate and the market. He discusses his experiences with real estate, the challenges of living in a high-cost area like Hawaii, and the importance of discipline and planning in achieving financial goals. Lance reflects on his lifestyle choices, the impact of location on his financial decisions, and his future aspirations as he navigates life in his early 50s.

Lance shares insights into his financial journey, work-life balance, and the importance of lifelong learning. He discusses his enjoyment of work, the significance of hobbies, and the lessons learned from childhood about hard work and dedication. Lance reflects on his experiences in the trucking industry, his competitive spirit in jiu-jitsu, and the financial decisions that have shaped his life. He emphasizes the need for balance between saving for the future and enjoying life today, while also highlighting the value of continuous learning in all aspects of life.

Takeaways

*Lance has a net worth of approximately $2.1 million.
*His investments are primarily in traditional and conservative assets.
*He acquired rental properties through strategic planning and hard work.
*Lance believes in leveraging debt for investment purposes.
*He emphasizes the importance of discipline in financial planning.
*Living in Hawaii presents unique financial challenges but also opportunities.
*Lance's lifestyle allows him to enjoy the beauty of Hawaii without the need for frequent vacations.
*He started investing in his mid-30s after being inspired by financial literature.
*Lance's journey into real estate began with properties in disrepair that he renovated.
*He continues to set new financial goals as he progresses in his journey. I'm still in the accumulation stage of my financial journey.
*I wake up every morning, I go to the gym.
*I don't know what retirement would look like.
*I've been in logistics and trucking my whole life.
*I try to compete about six times a year.
*The trip to Colombia was $25,000.
*I probably spent 10 to $20,000 on comic books.
*If you have work ethic, there's no telling what you can accomplish.
*Life is happening today, find balance.
*Never think that you've learned everything you need to learn.

Summary

In this episode, Daniel shares his journey from a hedge fund career to becoming a successful entrepreneur and inventor. He has a net worth of $10+ million with most tied up in his companies he founded or co-founded. He discusses his early experiences with money, the importance of mentorship, and the challenges he faced while starting his first businesses. He discusses leaving Wall Street to clean houses of the Silicon Valley Elite and how that lead him to becoming a CEO today. Daniel also delves into the creation of SkunkLock, a revolutionary bike lock designed to combat theft, and emphasizes the significance of financial independence and smart investment strategies in today's economy.

Takeaways

*Daniel started his career as an entrepreneur and inventor.
*He emphasizes the importance of calculated risks for financial independence.
*Daniel's first investment was in an index tracking ETF.
*He transitioned from finance to entrepreneurship at a young age.
*Mentorship played a crucial role in his entrepreneurial journey.
*SkunkLock was created out of frustration with bike theft.
*Daniel aims to help others achieve financial independence.
*Understanding investment strategies is essential in today's economy.
*He believes in the importance of reducing losses in investments.
*Daniel encourages seeking mentorship to accelerate personal growth.

Sponsored by:

Prizepicks.com

Code: Millionaire

Shopify

Shopify.com/unveiled

Summary

In this special Mother's Day episode of the Millionaires Unveiled podcast, Jace and his family celebrate the role of mothers in their lives, sharing personal stories and lessons learned about money, values, and family dynamics. The conversation highlights the importance of financial literacy, hard work, and the impact of a mother's love and guidance on shaping their perspectives on life and finances. Through engaging discussions, the family reflects on their experiences and the legacy they hope to instill in future generations.

Takeaways

*Mothers play a crucial role in shaping family values.
*Financial literacy is essential for children.
*It's important to have open conversations about money.
*Hard work and education are key lessons to instill in children.
*A rich life is defined by more than just money.
*Consistency and kindness are vital traits to emulate.
*Budgeting and financial planning are necessary for success.
*Legacy involves passing down values and lessons to future generations.
*Experiential spending can enhance life quality.
*Navigating financial discussions in marriage requires teamwork.

Sponsored by:

Prizepicks.com

Code: Millionaire

Summary

In this conversation, Sam from Financial Samurai shares insights on wealth building, investment strategies, and the importance of intentional spending. He has a net worth over $10 million. He discusses his journey from a finance career to becoming a successful author and investor, emphasizing the significance of real estate and public equities in his portfolio. Sam also reflects on the mindset shift towards spending and investing in education for his children, culminating in the release of his new book, 'Millionaire Milestones.' Sam shares his insights on building wealth, the importance of compounding, and the milestones necessary for achieving financial independence. He discusses the structure of his book, 'Millionaire Milestones', and emphasizes the significance of saving and investing strategically. Sam also reflects on his personal experiences, aspirations for family travel, and the lessons learned from childhood that shape his financial philosophy. He encourages listeners to be intentional with their finances and to seek knowledge from those who have succeeded before them.

Takeaways

*Sam's new book focuses on building wealth for freedom.
*His net worth grew from $3 million to over $8.5 million.
*Diversification in investments is key to financial stability.
*Maxing out 401k and Roth IRA is essential for retirement.
*Taxable brokerage accounts should be prioritized for flexibility.
*Real estate provides stability and utility compared to stocks.
*Intentional spending became a focus after age 45.
*Investing in education is a valuable long-term investment.
*The importance of adapting investment strategies over time.
*Sam's journey reflects the balance between saving and enjoying life. The experience of 30 years in finance is invaluable.
*It's important to read and learn from others' experiences.
*Investment milestones are crucial for financial growth.
*Compounding interest significantly increases wealth over time.
*Financial independence allows for freedom of expression and action.
*Intentional living and travel can enrich family experiences.
*Spending should be intentional and meaningful.
*Childhood lessons shape financial perspectives.
*The journey to wealth requires consistent effort and strategy.
*Engaging with mentors can accelerate financial learning.

Sponsored by:

Indeed

Indeed.com/unveiled

Shopify

Shopify.com/unveiled

Summary

In this episode, Ryan shares his journey from being a pharmacist to achieving financial independence through real estate investing. He has a net worth of $1.7 million mostly in Real Estate. He discusses his unique strategy of renting properties by the bedroom, which significantly increased his cash flow. Ryan reflects on the challenges he faced with his first property, the importance of leveraging loans, and his plans for future growth in the real estate market. He also emphasizes the value of mentorship and teaching others about real estate investing, providing insights and advice for aspiring investors.

Takeaways

• Ryan retired at 31 through real estate investing.
• He bought one property a year, focusing on student rentals.
• Renting by the bedroom significantly increased his cash flow.
• Ryan learned from his mistakes, losing $30,000 on his first property.
• He uses DSCR loans to finance properties without W-2 income.
• Ryan aims to reach 100 doors in his portfolio.
• He teaches others how to invest in student housing.
• Choosing the right college markets is crucial for success.
• Every year you wait to invest pushes back your timeline.
• Ryan underwrites deals based on cash flow, not appreciation.

Sponsored by:

Shopify

Shopify.com/unveiled

Prizepicks.com

Code: Millionaire

Summary

In this episode, Gustavo shares his inspiring journey from Brazil to Australia, detailing his experiences as a software developer and investor. He discusses his initial foray into Bitcoin, the importance of diversifying investments across different countries, and the challenges he faced while adapting to a new culture and language. Gustavo also reflects on his family's financial growth and the lessons learned along the way, emphasizing the significance of changing one's environment and seeking different perspectives.

Takeaways

• Gustavo moved to Australia to learn English and improve his life.
• He has a net worth of $1.3 million, largely due to Bitcoin investments.
• Investing in Bitcoin was not initially planned but became a significant part of his portfolio.
• Diversification across Brazil, Australia, and the US was crucial for financial stability.
• Gustavo faced challenges adapting to life in Australia, including language barriers.
• He emphasizes the importance of financial literacy and investment education.
• Gustavo's wife became more involved in investments after hiring a financial advisor.
• Growing up in Brazil, financial literacy was not a common topic.
• He believes changing one's environment can lead to significant personal growth.
• Gustavo encourages learning from others' mistakes to avoid making the same ones.

Sponsored by:

Zocdoc

Zocdoc.com/millionaire

Prizepicks

Prizepicks.com Code: Millionaire