86: Net Worth of 5.0M - Australian Swimmer Turned Financial Advisor

Millionaires Unveiled

Jace Mattinson

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

4.8 • 872 Ratings

🗓️ 17 June 2019

⏱️ 43 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Pete currently lives in Australia and works as a financial advisor. His net worth is split into three different buckets - real estate, equity investments, and small business. He discusses his background and story including almost being an Australian Olympic swimmer before finding the financial planning industry. He was 35 years old when he hit his first million. Pete now travels extensively and enjoys spending time with family and friends while helping others on their journey through life.

Transcript

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0:00.0	You make money three different ways. One is in real estate, another one is in shares or listed
0:07.7	companies or mutual funds or that kind of like same bag and the other is having your own business.
0:13.2	You're listening to the Millionaires Unvealed
0:17.5	podcast where you'll hear the stories and interviews of everyday
0:21.9	millionaires.
0:23.0	We'll unveil their decisions, their strategies,
0:26.8	and their current portfolio allocation.
0:29.9	Now to your hosts, Clark Sheffield and Jace Mattson Sin.
0:34.8	All right, hello and welcome to another episode of the Millionaires Unvealed
0:37.8	podcast. This is episode number 86.
0:40.9	On this show, we tell the stories and strategies of everyday millionaires and unveil their current portfolio allocations.
0:47.0	If you're new to the show or whether you've been listening for a while we appreciate you tuning into the podcast.
0:52.0	If you enjoy it, we'd appreciate if you leave the review on iTunes. you He had Jerry, Jerry and his wife are both teachers and have a current net worth of 1.2 million.
1:05.8	He is the majority of his net worth invested in VTSAX, the Vanguard Total Stock Market Index
1:10.5	fund and lives in a house worth about 70,000.
1:13.4	Jerry was very open about his story and path to financial success, so a great interview with
1:17.5	him if you haven't heard that yet, that's episode number 85.
1:21.8	Before we get in today's show, just wanted to thank our sponsor, Equity Multiple, for support in the
1:25.6	podcast.
1:26.6	One of the tried and true paths to becoming and staying a millionaire is establishing passive income
1:31.3	streams.
1:32.3	Perhaps the most tried and true passive income channel for savvy investors is commercial real estate.
	...

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