53: Net Worth of 1.2M - Marketing Manager and Ponzi Scheme Victim

Millionaires Unveiled

Jace Mattinson

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

4.8 • 872 Ratings

🗓️ 29 October 2018

⏱️ 35 minutes

🔗️ Recording | iTunes | RSS

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Summary

Rick is a Canadian marketing manager with a net worth of 1.2M. He is married with two kids and has worked for the same company for 15 years. He holds 550K in a paid for house, about 350K in investments, and nearly 250K in his employee pension fund. Of the 350K, 90% are held in equity securities and 10% in bonds. He further breaks out his investments between US, Canadian, and international holdings. He unveils his investing philosophy and financial mistakes.

Transcript

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0:00.0	You're listening to the Millionaires Unvealed Podcast, where you'll hear the stories and
0:06.0	interviews of everyday millionaires.
0:09.1	We'll unveil their decisions, their strategies, and their current portfolio allocation.
0:15.8	Now to your hosts, Clark Sheffield and Jace Matinson.
0:19.7	Welcome to the Millionaires Unveiled Podcast. As previously mentioned, we're over 50
0:27.0	interviews now. We've interviewed millionaires that have a combined net worth of over $100 million.
0:32.8	So we have other interviews in the pipeline
0:34.9	and some great interviews coming up,
0:37.4	as well as guest interviews with Robert Kiosaki,
0:40.2	Tom Wilwright, who's Robert Kiosaki's CPA, as well as Sarah Stanley Falah, who's Thomas Stanley's daughter.
0:48.0	And she recently co-authored the book with her father, The Next Millionaire Next Door, and it kind of looks at the research back 20
0:54.8	years and compares the two findings from the millionaire next door that you know
0:58.6	obviously an iconic personal financial book and then these new findings so
1:02.3	excited for those upcoming guest interviews.
1:05.3	If you'd like to be on the show, feel free to reach out.
1:07.5	We'd love to have you on.
1:08.6	We're looking for all different kinds of millionaires and different kinds of stories. And again, the goal of the podcast is to teach everybody out
1:16.3	there and to get some of these stories more well known.
1:20.2	We appreciate it if you leave a review on iTunes if you like the show helps us grow it helps
1:25.6	us get us out there helps us to each others and expand.
1:28.2	So without further ado let's get into today's episode.
1:31.0	So on today's show we have Rick. He lives in Canada. He works in marketing.
	...

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