Millionaires Unveiled

• 431: Net Worth Of $3.9M - From Pizza Delivery to Wrangler Jeans & Louis Vuitton Shoes — The CFP Living Tax-Free in Puerto Rico

  🎙️ SHOW NOTES In this episode, we sit down with Mike Milligan, CFP®, author, and founder of One Oak Financial — a nationwide planning firm based out of Norfolk, Virginia. Mike shares how he built his $3.9 million net worth through a combination of real estate, private placement deals, his financial planning firm, and strategic Roth IRA conversion planning — all while now living part-time as a Puerto Rico resident to optimize his tax strategy. Mike goes deep into the misunderstood world of Roths, explains how to think about taxes over your entire lifetime (not just this year), and reveals why so many wealthy people quietly invest outside the public markets. He also shares his perspective on life design — from traveling to 60+ countries, to eating Michelin-star meals, to buying $1,300 Louis Vuitton sneakers while still rocking $30 Wrangler jeans. Before becoming a CFP… Mike delivered pizzas at Little Caesars in college. Now he's appearing on CNBC and Fox Business — and helping people build one-of-a-kind financial plans for one-of-a-kind lives. This episode blends tactical tax strategy, lifestyle design, and a philosophy for actually using your money while you're alive. 💡 KEY TAKEAWAYS Mike's net worth is $3.9 million, with more than one-third in real estate He believes the Roth is the most flexible, durable tax tool available He uses Puerto Rico residency to convert at lower tax brackets Wealth is built fastest via business and private deals, not just public markets He automates investments and keeps cash to buy assets "on sale" Money is a tool to create experiences, not the end goal Travel is one of his core pillars — he's visited 63+ countries He values independence + creativity over corporate systems Childhood lesson: count every penny Best career hack: learn from people already living the life you want 🔊 SOUND BITES "I delivered pizzas." "I wear Wrangler jeans and Louis Vuitton shoes." "A Roth is just a tax strategy — the investments are unlimited." "We want to spend our money, not just accumulate it." "Most CPAs plan taxes for this year — not your lifetime."

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• 430: Net Worth Of $1.3M - The Millionaire Machinist Who Makes Screws for Spines

  💡 Episode Summary In this episode of Millionaires Unveiled, we sit down with Blake, a machinist who quietly built a net worth between $1.2 and $1.3 million — all while never earning more than $75,000 a year. (He's now married with 2 kids and his wife is a Pharmascist). Blake breaks down his financial journey, from paying off over $200,000 in student loans from his wife's degree to investing steadily in his 401(k) and building a foundation of long-term wealth. Blake is in his mid to late 30's and started working as a machinist as a teenager and never went to college.  He opens up about life in the machining trade, how early financial lessons shaped his habits, and the power of discipline, budgeting, and consistency. Blake shares his approach to debt payoff, retirement planning, and enjoying life while staying financially responsible. His story is proof that you don't need a six-figure salary to become a millionaire — just focus, time, and a solid plan. 🧭 Key Takeaways Blake's current net worth is $1.2–$1.3 million. The majority of his wealth is in retirement accounts. He and his wife paid off $200K in student loans before investing. Began investing in his 401(k) at age 21. Plans to retire between ages 50–55. They maintain a strong budget and savings routine. Their goal: $1–$2 million in a brokerage account by retirement. Compound interest and financial education are key drivers of success. Blake encourages young people to work hard, save early, and stay consistent. 🔊 Sound Bites "I never made over 75 grand." "Budgeting is key." "I married up, definitely."

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• 429: Net Worth Of $13.9M - "I Never Made Six Figures…Now I'm Worth Almost $14 Million at 66 Years Young"

  💡 Episode Summary: In this episode of Millionaires Unveiled, we sit down with Sam, who went from earning a modest income as an engineer to building a net worth of nearly $14 million. Sam shares how discipline, smart investing, and intentional time management helped him retire at age 56 with $3 million, and how that has since grown to $13.9 million through consistent, long-term strategies. He opens up about his approach to ETFs, real estate, and retirement accounts, and why avoiding debt and keeping overhead low were crucial to his success. Sam also discusses the mindset shifts that propelled him forward — from staying grounded in gratitude to surrounding himself with positive influences. Throughout the conversation, he offers practical, no-nonsense advice for anyone looking to achieve financial independence and live life on their own terms. 🧭 Key Takeaways: Sam retired at 56 with $3 million, which has now grown to $13.9 million. His investments focus on long-term ETF holdings and real estate. Maximizing retirement contributions played a major role in his wealth-building. He stresses the importance of keeping expenses low and avoiding debt. Mindset and positive influences are crucial for sustained success. Always have a Plan B for your business and investments. Avoid frivolous spending — focus on needs, not wants. Time management is a major factor in reaching financial goals. Early life experiences shaped his work ethic and financial discipline. Encourages young people to read, learn, and invest early. 🔊 Sound Bites: "Stay away from the toys." "You have to have a plan B." "Time management is key to success."

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• 428: Net Worth Of $17.5M - The Renter Who's Made of Gold

  💡 Episode Summary In this episode of Millionaires Unveiled, we sit down with Brandon, founder and CEO of Thor Metals Group, to explore his journey from investment banking to building a multimillion-dollar empire in the world of precious metals. With a net worth north of $17.5 million, Brandon shares how he built his fortune through gold, silver, and strategic stock investments—while choosing to rent his home instead of buying. Brandon opens up about his philosophy that real estate can be a liability, why he believes gold is the "secret investment" most people overlook, and how fulfillment, not just money, drives his decisions. From early entrepreneurial ventures (including a trash business) to launching Thor Metals Group, his story blends financial mastery, life lessons, and a refreshingly honest take on success and happiness.   🧭 Key Takeaways Brandon Thor's net worth sits around $17.5 million, much of it in physical gold and silver. He believes real estate is often a liability—he rents his high-value home instead of owning. His philosophy: "Gold is a quiet store of power" in a noisy investment world. Thor Metals Group was born from a desire for transparency and fairness in the metals trade. Brandon invests in both precious metals and select stocks, including a micro-betting company. Fulfillment and purpose drive his business decisions more than monetary goals. He warns against extravagant spending and emphasizes gratitude and personal growth. Spirituality and self-awareness play a growing role in how he defines success.   🔊 Sound Bites (Promo Clips / Social Pull Quotes) "I have about $17.5 million net worth." "I think real estate's a liability." "I made $150 grand last month." "I want to change this industry." "It's very humbling when you see your stack of gold tubes." "Fulfillment is more valuable than wealth." "I had a trash business — and I learned more from that than I ever did in banking."

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• 427: Net Worth Of $10M+ - The 50/50 Split: When The Wealth Elevator Drops a Few Floors & Your Net Worth Drops Drastically

  📝 Full Episode Description In this episode of Millionaires Unveiled, host Jace Mattinson sits down with real estate investor and educator Lane Kawaoka to talk about what happens when your net worth takes a 50% hit — and how to climb back stronger. Lane opens up about the impact of recent market shifts on his portfolio, the lessons he's learned from holding through tough cycles, and the importance of understanding your "floor" in the wealth-building process. From workforce housing to multifamily syndications, he shares real strategies for navigating today's volatile economy and building long-term stability. He also introduces his new book, The Wealth Elevator, a guide for accredited investors who want to move up the financial floors strategically, safely, and with purpose. Whether you're just starting in real estate or already managing millions, this conversation delivers hard-earned insights — with a dose of humility and humor along the way. 💡 Key Topics Covered The 50% net worth drop and what caused it How to think through market cycles and holding periods Why diversification and patience are key in downturns Understanding "floors" in the Wealth Elevator model The future of workforce housing investments Rebuilding confidence and strategy after a financial hit 🔊 Memorable Quotes "We're in a housing shortage." "You have to have 110% running your business." "You need to figure out what floor you're on." 📚 Guest Links Lane Kawaoka Real Estate Investor | Educator | Author of The Wealth Elevator 🌐 SimplePassiveCashflow.com 📘 The Wealth Elevator – Now Available 🏆 About the Show Millionaires Unveiled reveals the real stories, numbers, and lessons behind everyday millionaires. Hosted by Jace Mattinson, each episode explores how high achievers build, preserve, and grow their wealth — through both wins and setbacks.

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