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Millionaires Unveiled

Nov 26, 2018

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...


Nov 19, 2018

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...


Nov 12, 2018

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...


Nov 5, 2018

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...