71: Net Worth of 7.5M - No Index Funds; 70% in One Small Business

Millionaires Unveiled

Jace Mattinson

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

4.8 • 872 Ratings

🗓️ 4 March 2019

⏱️ 38 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Taylor is a financial adviser and small business investor. He has opened/invested in an insurance company, consulting practice, and a healthcare provider. He discusses his portfolio allocation including the criteria used to invest in small businesses; he doesn't own any index or mutual funds. He also provides terrific advice on how to work with one's spouse on money and how being on the same page with investments and spending is essential.

Transcript

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0:00.0	You're listening to the Millionaires Unvealed 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 Mattsonson.
0:22.0	Welcome to Millionaires Unveale Podcast with Clark and Jace Matinson. Welcome to the Millionaires Unveiled Podcast with Clark and Jace.
0:25.0	This is episode number 71.
0:27.0	The winner of last month's giveaway is M. Wondersy.
0:30.0	Once again, you want a copy of Chris Hogan's new book entitled Everyday Millionaires and a $50 visa
0:36.8	gift card.
0:38.3	We're giving away a new copy of Sarah Falas recently released book, The Next Millionaire Next Door, and a $50 visa gift card for the month
0:45.8	of March.
0:47.1	To enter the giveaway, we're asking you to do two things.
0:50.2	Join our email list at Millionaires Unveiled.com.
0:53.5	Also subscribe to our show and leave a review on iTunes or Stitcher.
0:58.4	We will draw a winner at the end of this month
1:00.7	and announce it on a future episode.
1:03.0	Also, if you're interested in some insights on wealth and investments,
1:07.0	go follow us on Instagram under the handle Millionaires
1:10.0	underscore unveiled and on Twitter at Mill Unveiled.
1:15.0	Special thanks to Equity Multiple for supporting the show.
1:19.0	One of the tried and true paths to becoming and staying a millionaire is establishing passive income streams.
1:24.8	Perhaps the most tried and true passive income channel for savvy investors is commercial real estate.
	...

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