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Millionaires Unveiled

23: Net Worth of 1.5M - Millenial Millionaire, The Green Swan

Millionaires Unveiled

Jace Mattinson

Investing, Millionaire, Financialplanning, Business, Self-improvement, Education, Finance

4.8872 Ratings

🗓️ 2 April 2018

⏱️ 35 minutes

🧾️ Download transcript

Summary

This episode features JW, one who has worked in corporate America for almost a decade and saved/invested annually to build his net worth. He chooses to invest primarily through index funds, and more recently purchased and currently manages a small business. He discusses working with family, buying and growing a small business, and overall risk tolerance.

Transcript

Click on a timestamp to play from that location

0:00.0

You're listening to the Millionaires Unveiled Podcast, where you'll hear the stories and

0:07.6

interviews of everyday millionaires.

0:10.6

We'll unveil their decisions, their strategies, and their current portfolio allocation.

0:17.0

Now to your hosts, Clark Sheffield and Jace Matinson.

0:22.0

Welcome to the Millionaires and Vale Podcast.

0:25.0

Before we get into our guest today,

0:27.0

just want to let you all know once again,

0:29.0

you can reach out to us of Millionaires and Vale at gmail.

0:32.0

If you'd like to be on the show.

0:33.2

We've had several requests from you listeners to get some more everyday

0:39.2

millionaires and with that some specific professions, you know, whether it be a nurse or a plumber or a mechanic or a real estate agent.

0:48.0

So we are working on that and there will be some of those interviews in the future with profession-specific

0:55.3

millionaires. The other thing we're all on the social media accounts under

0:59.4

millionaires unveiled. Just look for us on Facebook and Twitter. Also, We've had some requests for some deal opportunities. Just shoot us an email and we can get on a conference call with you and discuss those in the multifamily space.

1:22.0

So for today's guest, we have J. in the multi-family space.

1:23.0

So for today's guest we have JW and JW's net worth is around 1.5 million, significant

1:29.6

portion of that is in the equity markets between three index funds.

1:34.0

He also is an owner, part owner of a small business.

1:38.0

And, you know, I think you're really going to like this show today.

1:40.0

We go into some depth about working with family, buying a small business, acquiring

1:45.2

another one, and just kind of the mindset that J.W. is used to acquire his wealth at a very young age.

1:54.7

JW is just in his early 30s and he blogs over at the Green Swan.org

...

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