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Millionaires Unveiled

232: Net Worth of 6.2M - Small Business Owner and Recent Retiree

Millionaires Unveiled

Jace Mattinson

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

4.8872 Ratings

🗓️ 4 April 2022

⏱️ 39 minutes

🧾️ Download transcript

Summary

James has a net worth of 6.2M and is recently retired from a commercial roofing company. He has one million dollars of cash, one million of equity in his primary home, and about one million in eight rental properties including one commercial building. James also holds investments in retirement and non-retirement accounts. We discuss travel, the importance of relationships, how much cash to hold, and managing rental properties.

Transcript

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0:00.0

The one thing that I would say, you know, even to myself if I could have, you know, talked to myself 20 years ago was, you know, just educate yourself in finances. I mean, I'm not a, you know, a formally educated individual when it comes to

0:14.7

degrees or, you know, that type of thing, but I became a really big, you know, reader, studier

0:21.6

of, you know of how to invest.

0:24.3

You're listening to the Millionaires Unvealed Podcast,

0:27.6

where you'll hear the stories and interviews

0:30.2

of everyday millionaires.

0:32.4

We'll unveil their decisions, their strategies,

0:36.0

and their current portfolio allocation.

0:39.0

Now to your hosts, Clark Sheffield and Jace-Mattinson.

0:43.0

Welcome back to another episode of the Millionaires-In-Villed Podcast.

0:47.0

This is episode 2.32.

0:50.0

I just want to begin this episode with a review we received on iTunes.

0:54.8

It's from Jake K Rogue one two three.

0:58.3

Changes your perspective, excellent content, and changes your perspective on what it takes to be financially

1:04.3

successful. I've loved the variety of opinions and strategies you're exposed to from

1:08.4

episode to episode. Host do a very do very well at ensuring that the listeners get all of the important information.

1:15.4

Appreciate that, JK Rogue. Once again, we'd love you to leave a review on either iTunes or

1:21.1

Stitcher. It continues to help us grow the show and reach new

1:24.3

millionaire interviewees. Speaking of, this week we have James, he's a former business

1:29.3

owner and recently retired, he has a net worth of 6.2 million spread across a very diverse group of assets.

1:35.6

It's a fantastic interview. Super excited to have this interview with James.

1:40.4

Last week we had Jay, he was a young millionaire net worth just over $1 million, worked in cybersecurity

...

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