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Wealth Protection Podcasts

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Helping you thrive in a world of out of control central banks and big governments. In this podcast I help you build and protect wealth through investing, real estate and an extreme dose of economics.
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Is your wealth strategy supporting your long-term goals? Welcome to Your Active Wealth with BNY Wealth: A podcast with the experts who lead our firm – and our industry – bringing you thematic and timely conversations on how to grow, manage and protect your wealth, and insights on how to confidently navigate the unpredictable and unexpected.
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ITM Trading Podcast

The Daniela Cambone Show and Taylor Made Economics

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ITM Trading has spent the last 30 years developing a team of expert researchers and Gold & Silver Analysts to make your wealth last forever. Simply put, we build strategies which are historically proven to protect your wealth and assets through any economic downturn. https://calendly.com/itmtrading/insights?utm_source=InsightsPodcast&month=2023-06
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Forthlane Features is the premier podcast for high-net-worth individuals and families, family offices, and their trusted advisors. This podcast brings listeners direct access to the global experts and institutions across the wealth and asset management landscape, offering insights into sophisticated, institutional-grade capital allocation, alternative asset classes, and beyond. Through conversations with top-tier investment managers and advisors to high-net-worth clients, listeners gain acce ...
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This is an extension to my journey of being an expat, money expert and entrepreneur myself. In this newly launched podcast, we talk about what it is like living abroad, how to effectively and efficiently build wealth as an expat, how to make investments as an expat, mistakes to avoid to become financially healthy as an expat, how to become your own boss, and any other stories worth sharing. This podcast is hosted by Adam Fayed, a financial consultant specialised for expats. Adam is an author ...
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WealthTalk - money, wealth and personal finance.

Kevin Whelan and Christian Rodwell

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Would you like to be completely financially independent? Tune in each week to the WealthBuilders podcast hosted by Kevin Whelan & Christian Rodwell. WealthBuilders provides a proven step by step process to help our members create, build and protect their wealth by focusing on growing their assets through education, support and connections. Join our community for free at www.wealthbuilders.co.uk/membership
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At Guildhall Wealth one of our philosophies is education. Jeremy Wiseman and Jerry Correia believe that informed investors make better decisions. We realize how important wealth is to you, your family and your future and it is our aim is to assist clients to protect their wealth and create long-term prosperity through the discovery of Gold, Silver and Coloured Diamond investing.
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Interviews with experts you can hire to help you grow your business and your family’s wealth, protect yourself from common business pitfalls and live the entrepreneurial lifestyle now, and long into a well-funded retirement. Help to achieve your multiple six or seven figure lifestyle. Your business should fund your lifestyle throughout your lifetime.
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Cashflow Ninja

M.C Laubscher

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In Cashflow Ninja, host M.C. Laubscher, renowned as a leading expert in alternative investment strategies and alternative asset investing, interviews the best global minds in business and investing that share alternative wealth strategies and alternative asset investing niches. The mission of the Cashflow Ninja is to empower people to create, protect & multiply their wealth in the new economy and information age. The rules of money have changed and we share the new rules and how anyone can c ...
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“Unleash Your Wealth” is dedicated to empowering the investor and retirement saver with the information they need to expect more from their financial advisor. Raj Shah is the president and founder of SC Wealth Advisors in Chicago, Illinois. He and his team have more than a half a century combined experience working for their clients! Learn more about Raj and his team at https://scwealthadvisors.com Follow on Facebook, LinkedIn, and Twitter!
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What Dewey Do?

Great Lakes Wealth

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What Dewey Do? is a Financial Planning and Wealth Management podcast that introduces listeners to leaders in our community so they can plan for and live their best life! The WDD? Podcast is hosted by CEO/CIO of Great Lakes Wealth, Dewey D. Steffen! What Dewey Do? is a podcast by Great Lakes Wealth (www.greatlakeswealth.us), and executively produced by Wayne Media Group (https://www.waynemedia.com). Great Lakes Wealth, LLC is a Registered Investment Advisor. The information provided is solely ...
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- Updated daily, we help 6, 7 and 8 figure International Entrepreneurs, Expats, Digital Nomads and Investors legally minimize their global tax burden and protect their wealth. - Join Amazon best selling author, Derren Joseph, in exploring the offshore financial world. Visit www.htj.tax
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Watch Your Six

Jason Edwards

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As a financial advisor with nearly two decades of experience, I've seen firsthand that the biggest challenge for my clients—whether business leaders, entrepreneurs, or individuals looking to grow their wealth—is the fixation on picking the "right" investments. In reality, success lies in avoiding the wrong ones. The goal isn't to beat the market; it's to follow a disciplined, strategic plan that allows your wealth to grow steadily over time. My passion has always been to protect and guide my ...
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Your Wealth Playbook

Kerrod Holland & Jared Dorans

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Your Wealth Playbook is your go-to guide for mastering financial success. Hosted by Kerrod, a financial planner and owner of Tenex Wealth, and Jared, a finance broker and owner of Crown Property Finance, this podcast delivers expert insights, practical strategies, and real-world advice to help you build, grow, and protect your wealth. Whether you're planning for your family's future, growing your business, or making smarter financial decisions, Your Wealth Playbook gives you the tools and kn ...
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Welcome to Truly Diversified. The podcast show for smart investors who refuse to settle for Wall Street’s one-size-fits-all playbook. Hosted by Ben Mohr, a retirement strategist with nearly two decades of experience, this podcast pulls back the curtain on how the ultra-wealthy actually build and protect their wealth. From life settlements to alternative investments that hedge against volatility, Ben breaks down the strategies that offer true diversification beyond just stocks and bonds. So i ...
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Divorced? Widowed? Navigating retirement on your own? You’re not alone— and you don’t have to figure it out by yourself. Wisdom to Wealth is your trusted guide to turning uncertainty into confidence and complexity into clarity. We break down the financial strategies every independent woman needs to protect her wealth, create lasting income, and build a retirement plan that lets you live life on your terms—without fear, confusion, or regret. Because retirement isn’t just about money; it’s abo ...
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Make Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing World

John De Goey (a podcast covering financial literacy, financial advisors & wealth)

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Have you thought about how bias impacts your investing? Is your portfolio built using standard principles that might not work in a new world paradigm that features an end to the bond bull, an end to the peace dividend and the onset of tariffs and trade wars? Make Better Wealth Decisions will help you navigate investing and planning by exposing how traditional advice does not incorporate recent events. The podcast will help you: 1. Spot hidden risks in stocks due to high valuations. 2. Protec ...
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Official Podcast of the Dentists Who Invest platform. Talking all things investing, money and finance with a dental spin. Have you ever wondered how you can grow your wealth and protect your hard earned money as a Dentist? We've got you covered. Featuring famous guests such as Andrew Craig, Edward Zuckerberg and Benyamin Ahmed we delve deep into EVERY aspect of finance to educate and empower ALL Dentists.
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Welcome to Legacy Shield, the official podcast of Asset Protection, Inc., where we empower you to take control of your financial destiny. Each episode explores the strategies, structures, and secrets that keep your assets secure — from Family Limited Partnerships and Living Trusts to Offshore Protection Trusts and Nevada Corporations. Hosted by industry experts and guided by the insight of Chairman Mike Walstrom, Legacy Shield delivers the knowledge and confidence you need to protect your we ...
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talkBIG is RSM's business finance and economics podcast, helping you save, create and protect your wealth. This podcast delves into real-life stories and inspires listeners to talk and think BIG. This is edutainment at its finest, suited for financial geeks or newbies. Tune in and subscribe to get your hit of personal and business money talk.
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STR Like The Best

Michael Chang

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Proven strategies and insights from successful STR investors and wealth-building experts. We share methods that help high-income earners protect their income, build lasting wealth, and compound their finances for the long term.
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WEALTHTRACK

Consuelo Mack

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Consuelo Mack has a long and distinguished career in business journalism. In 2005 she struck out on her own to launch her dream program, a weekly half-hour program on public television devoted to helping Americans build and protect their wealth over the long-term. Now in its eighteenth season, CONSUELO MACK WEALTHTRACK has been dubbed the “Cramer Antidote” by the press and Money Magazine named Mack “The Best Money TV Host.” WEALTHTRACK is the only program on television devoted to long-term d ...
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"Mick Unplugged" is a transformative podcast that challenges listeners to move beyond the conventional 'Why' and embrace the empowering realm of 'Because.' Hosted by Mick Hunt, the voice of Modern Leadership, this podcast is designed for leaders, doers, and anyone aspiring to create meaningful impact in both their personal and professional lives. Each episode delves into the principles of Modern Leadership, focusing on discovering your 'Because'—your core driving force—and how it can turn dr ...
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A 20-episode educational podcast series designed to build financial literacy from the ground up. Whether you're just starting your financial journey or looking to strengthen your foundation, this course covers everything from budgeting and debt management to investing strategies and protecting your wealth. Each 10-minute episode breaks down complex financial concepts into clear, actionable lessons—without jargon or judgment. Designed to be universally applicable across countries and cultures ...
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Worth Beyond Wealth

Ryan & Shannon Warwick

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Money can buy comfort, but it can’t buy meaning. Hosted by Shannon and Ryan Warwick, Worth Beyond Wealth is a podcast for successful individuals and families who know that true fulfillment doesn’t come from net worth alone. Each episode dives into the emotional, relational, and generational layers of wealth—asking deeper questions about identity, purpose, connection, and legacy. Whether you’ve built your fortune or are guiding others on that path, this show helps you navigate the complexitie ...
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Wealth & Wisdom: For Farming Families Who Want More Money matters — but wisdom is what makes it last. For Australia’s most successful farming families, financial growth is only part of the picture. True, lasting success means aligning your wealth with your values, nurturing strong family relationships, and building a legacy that endures for generations. Join Ben Law, The Financial Bloke and founder of Agricoach, Australia’s leading coaching business for high-performing rural families, as he ...
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Dive into the essentials of wealth management with Ian Weiner and Todd Whatley on Wealth For Generations. This podcast brings you concise, expert insights on investment strategies, retirement planning, Estate Planning and financial well-being. This dynamic team of a Certified Financial Planner and Certified Elder Law Attorney are perfect for anyone from beginners to seasoned investors, our episodes focus on empowering you with the knowledge to make informed financial and estate planning deci ...
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Wealth Uncensored

Esquire Group LLC

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Join me every week on Wealth Uncensored, where I share what I’ve learned through my own experience and two decades of helping high-net-worth clients structure their affairs to minimize taxes and protect their assets for the next generation.
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WealthWise Banking

Jason Sipple and Jeremy Huggins

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What if you could take control of your wealth instead of relying on banks, Wall Street, or the government? Most people are following financial rules designed to keep them stuck. WealthWise Banking is here to change that. Hosted by Jeremy L. Huggins & Jason Sipple, this podcast goes beyond the Infinite Banking Concept (IBC), revealing real-life success stories and expert strategies to help you grow, protect, and pass down your wealth. Whether you’re just starting or already on your journey, w ...
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In this show, we discuss passports, Plan-B residencies, geopolitics, offshore gold vaults, foreign real estate, wealth protection, international banking, alternative assets, and other topics from the internationalization and expat space that you won't find anywhere else! SUBSCRIBE TODAY IN YOUR PODCAST APP. 💻 Visit our Website: https://ExpatMoney.com
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Feeling stuck in your financial journey? Let's change that. Every day, hardworking individuals dream of financial freedom but hit the same roadblocks: high taxes, confusing financial strategies, and the constant chase of financial success. It doesn’t have to be this way. There’s a blueprint to success: Master financial freedom fundamentals. Overpower taxes and debt. Unlock entrepreneurship’s wealth-building power. Scale your business effectively. Use government incentives to maximize your we ...
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Adam Grant shares why thoughtful estate planning is one of the most valuable investments a person can make. Drawing from years of legal experience, he discusses how young families can create meaningful plans that protect assets, ensure smooth transitions, and preserve generational wealth. Adam emphasizes the importance of working with an experienced, responsive professional who will be there for the long term—guiding clients, their children, and even their grandchildren through every stage o ...
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Protect Your Assets

Protect Your Assets | Cumulus Media San Francisco

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David Hollander, The Sandman℠, helps his listeners sleep well at night because they know their assets are protected. Financial and investment services offered through Liberty Wealth Management & Liberty Group LLC.
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The Policy Project

Policybazaar.ae

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Policybazaar UAE invites you to be part of ‘The Policy Project’, a captivating podcast series that explores the influence of finance and insurance on our day-to-day lives. Our mission is to provide our listeners with the information they need to make educated decisions and remain abreast of the ever-evolving banking and insurance market. Whether you’re a student, a working professional, or someone who’s simply intrigued by the industry, there’s something here for everyone. Tune in to join ou ...
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Soil Wealth Integrated Crop Protection

Applied Horticultural Research & RM Consulting Group

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A series of podcasts for the Australian vegetable and melon industries, covering soil health, soil borne disease, plant nutrition, covers crops and integrated pest management. Brought to you by the Soil Wealth and Integrated Crop Protection teams Applied Horticultural Research (AHR) and RM Consulting Group (RMCG) with funds from Hort Innovation and the Australian Government. Check out the SWICP website here: https://www.soilwealth.com.au/
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Wealth Strategies Unleashed

Concenture Wealth Management

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Wealth Strategies Unleashed turns complex money decisions into clear, actionable steps to help you build, protect, and enjoy your wealth, brought to you by Concenture Wealth Management. https://concenturewealth.com/ The information contained herein is intended to be used for educational purposes only and is not exhaustive. Diversification and/or any strategy that may be discussed does not guarantee against investment losses but are intended to help manage risk and return. If applicable, hist ...
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TFS WealthCast

Tomorrow Financial Solutions

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The TFS WealthCast brings clarity, depth, and strategy to finance, property, and wealth-building in Australia. This isn’t just another finance podcast it’s a space where serious investors, ambitious professionals, and wealth builders come to sharpen their edge. Each episode is unique, we sit down with industry leaders, top-performing brokers, property strategists, and seasoned investors who’ve built real portfolios and navigated shifting markets. We dive into advanced topics like: •Smarter l ...
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Afford Anything

Paula Pant | Cumulus Podcast Network

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You can afford anything, but not everything. We make daily decisions about how to spend money, time, energy, focus and attention – and ultimately, our life. How do we make smarter decisions? How do we think from first principles? On the surface, Afford Anything seems like a podcast about money and investing. But under the hood, this is a show about how to think critically, recognize our behavioral blind spots, and make smarter choices. We’re into the psychology of money, and we love metacogn ...
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Wealth is not about money in the bank. Wealth includes good health, an abundance of friends, wealth can be an amazing relationship. Wealth is a state of gratitude. Kundalini Yoga- This is the oldest yoga and dates back to India over 5000 years You CAN protect yourself with yoga, prevent illness, and increase your prosperity. Wine - I am a Francophile I love all things French, especially the wines Therefore, I am biased when discussing wines and for many reasons. But listen to the podcast. It ...
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Beyond the Numbers is where growth-minded professionals come to talk strategy, legacy, and the financial decisions that shape their future. Hosted by a fiduciary financial planner, the podcast reveals how people align business growth and personal purpose through intentional wealth-building. It’s a clear-eyed look at what it takes to build a financial life that actually works. Guests include entrepreneurs, advisors, and industry experts who share how they protect assets, create income streams ...
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Throwing out the old playbook, seasoned asset protection attorney Darol Tuttle speaks to anyone of any age or experience who seeks to grow and protect family wealth for more than a generation. There are laws of money and this podcast shows you how to leverage them.
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Real Money Talks

Loral Langemeier

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As an entrepreneur, small business or practice owner, or high-level executive, do you ever find yourself wondering if you’re using all the tax, entity and wealth strategies available to you or if your investments are truly producing all they could be? Happily, you don’t have to put up with that any longer. I have the solution. Real Money Talks! We're having the right conversation about money.
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Law Talk with the Flock

Goosmann Law Firm

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Welcome to Law Talk with the Flock by Goosmann Law Firm! Do complex legal issues hold you back, preventing you from meeting your goals? Let’s get energized and bring clarity to your top legal questions. We are here to help you win disputes, protect your wealth, and spend time on what’s worth it. Our episodes address topics from business deals, complex litigation, finance, employee issues, divorce and family matters, estate planning, and real estate. Jeana Goosmann, CEO, Lawyer, Author, and W ...
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This show navigates the misunderstood world of Christians and Money. We believe the Bible has a profit mandate for all believers. Kingdom Entrepreneurs should establish dominion over what God has put under their control to return a profit. The faithful servant took the two talents and made two more; the other took the five talents and made five more. Profit is the true realm of abundance. This is the space of 'extra' after all bills and needs are met.
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Sustainable Wealth Secrets

JCO Media | Justin Hitt

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Discover how high-income professionals and entrepreneurs transform earnings into sustainable wealth. Finally keep more of what you earn, while providing for your family in a mutually beneficial way. Secrets of top producers. Become a supporter of this podcast: https://www.spreaker.com/podcast/sustainable-wealth-secrets--3653804/support.
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Are you letting market complacency quietly erode your retirement dreams? This episode dives into the hidden risks of “set it and forget it” investing, the pitfalls of orphaned 401(k)s, and why a balanced, forward-looking strategy is crucial for lasting wealth. Discover how debt management, family conversations, and proactive planning can safeguard …
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In this coaching conversation, Loral walks Arthur through the fundamentals of building wealth using smart S Corp tax strategy. She explains why shifting from W-2 income to corporate income creates better deductions, bigger retirement contributions, and more long-term financial control. From setting up LLCs for rental properties, to hiring your kids…
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About Tracie Lowe: Tracie Lowe, CPA, is a tax resolution specialist and financial strategist with over 30 years of experience spanning Big Four accounting, Fortune 500 audits, and entrepreneurial leadership. After navigating her own challenges—including unexpected layoffs and complex IRS dealings—she transitioned from corporate life to helping prof…
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Are your finance decisions being quietly distorted by AI’s massive—and possibly unsustainable—market influence? The surge of AI dominance has reshaped everything from valuations to investor behavior, and it’s created a level of concentration risk the world hasn’t seen before. If you hold the Magnificent Seven, follow AI-driven narratives, or simply…
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If your family includes U.S. citizen heirs, failing to plan properly can leave them exposed to income tax, estate tax, and punishing reporting obligations. In this episode of Wealth Uncensored, international tax expert Jimmy Sexton explains how properly structured foreign trusts can shield American heirs from the compliance and tax burdens that com…
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Estate planning isn’t just for the ultra-wealthy — it’s about clarity, control, and ensuring your family is cared for long after you’re gone. In this episode, Ryan talks with Bruce Popper, a 40-year veteran in advanced estate and legacy planning, about what truly makes a plan effective. From trusts and taxes to communication and family dynamics, Br…
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#665: If you’ve ever stared at an insurance quote and wondered, “Is this really worth it?”, you’re not alone. Liability and umbrella policies can feel like an expensive mystery, especially when your net worth is growing and your risks are shifting. In today’s episode, we dig into a listener’s dilemma about soaring liability and umbrella insurance c…
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Jacqueline Newman is one of New York City's top divorce attorneys, renowned for her fierce advocacy, strategic clarity, and ability to guide high-net-worth individuals and power couples through difficult transitions with dignity and class. A sought-after speaker and author of "The 12 Secrets to Protecting Your Wealth, Health, and Happiness," Jacque…
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Host Cory Vance, Founder & CEO of Arctic Fox Financial, interviews Bill Fitzsimmons, Executive Director of local non-profit CCMF Alberta, about how they help men and fathers in distress get emergency help and ongoing support to rebuild their lives and become the fathers they've dreamed of being. Visit Bill's website at: https://CCMFAlberta.ca Conne…
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Josh Pais is an acclaimed Hollywood actor recognized for his dynamic performances alongside icons like Scorsese, Denzel, and Jennifer Aniston. Beyond his storied film career, Josh is the creator of the Committed Impulse method—a revolutionary approach empowering leaders and creatives to overcome fear, access their full presence, and perform at thei…
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Check if your dental practice qualifies for capital allowances here >>> https://www.dentistswhoinvest.com/chris-lonergan ——————————————————————— UK Dentists: Collect your verifiable CPD for this episode here >>> https://courses.dentistswhoinvest.com/smart-money-members-club ——————————————————————— The rules of dental practice value are changing, an…
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When international families own property or other assets in Portugal, one critical question often arises: Will a foreign will be recognised under Portuguese law? In this episode, we clarify how Portugal treats foreign wills—and why careful estate planning is essential to avoid unintended outcomes. 🔎 In This Episode, You’ll Learn: 1️⃣ What Types of …
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Host Cory Vance, Founder & CEO of Arctic Fox Financial, interviews Bill Fitzsimmons, Executive Director of local non-profit CCMF Alberta, about how they help men and fathers in distress get emergency help and ongoing support to rebuild their lives and become the fathers they've dreamed of being. Visit Bill's website at: https://CCMFAlberta.ca Conne…
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What do $200B/month in new debt, collapsing Treasury demand, and a 100% rise in silver have in common? They’re screaming the system is failing. In this year’s last Gold Rush Hour episode, we chat about the cracks Wall Street won’t talk about—and why gold and silver are no longer just investments, but survival tools. Questions on Protecting Your Wea…
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Buying property in Portugal involves more than just the purchase price. In this episode, we walk through the key taxes and fees every buyer—local or foreign—should budget for when acquiring real estate in Portugal. Understanding these costs upfront helps avoid surprises and ensures smoother transactions. 🔎 In This Episode, You’ll Learn: 1️⃣ IMT – P…
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Inheritance taxation is one of the most common—and misunderstood—questions when dealing with estates in Portugal. In this episode, we clarify how Portugal actually taxes inheritances and what families should expect when assets pass to the next generation. The answer may surprise many international families. 🔎 In This Episode, You’ll Learn: 1️⃣ Why …
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#670: As we close out 2025, premium credit cards are more expensive and more complicated than ever. It’s fair to ask whether the points game is still worth the effort. We sit down with Chris Hutchins, host of All the Hacks, to talk about what’s changed in credit card rewards, and how to decide whether to stick with travel points, switch to cash bac…
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If you're manually responding to guest messages at 11pm, you're competing with one hand tied behind your back. In this episode, Michael sits down with Annie, co-founder of HelloHost (the AI platform Michael uses in his own STR business), to break down how AI is fundamentally changing short-term rental operations and why hosts who don't adapt will g…
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In this coaching conversation, Loral guides an HVAC and STR business owner through the corporate structure strategy required for real tax savings and scalable growth. She explains why Washington businesses must look to states like Wyoming or Nevada for better corporate structure strategy, how intercompany contracts protect deductions, and how conso…
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In this episode of the talkBIG podcast, host Andrew Sykes is joined by superannuation expert Katie Timms to break down the latest changes to Division 296 and what they mean for your retirement savings. Earlier proposals to tax unrealised gains on super balances over $3 million sparked widespread concern, but the government has now shifted to a tier…
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When someone dies owning assets in Portugal, one legal step is often unavoidable: the habilitação de herdeiros. In this episode, we explain what this procedure is, why it matters, and when families must complete it to move forward with estate administration. Understanding this process early can save time, reduce friction among heirs, and prevent co…
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Check if your dental practice qualifies for capital allowances here >>> https://www.dentistswhoinvest.com/chris-lonergan ——————————————————————— UK Dentists: Collect your verifiable CPD for this episode here >>> https://courses.dentistswhoinvest.com/smart-money-members-club ——————————————————————— Ownership is back on the table—and not just for the…
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Is gold overpriced? Think again. In this urgent breakdown, Taylor Kenney explains why today’s gold prices are just the beginning—and why institutional buyers know what’s coming. Don’t wait to say, “I wish I bought gold when…” Watch now and protect your wealth. Questions on Protecting Your Wealth with Gold & Silver? Schedule a Strategy Call Here ➡️ …
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About Tracie Lowe: Tracie Lowe, CPA, is a tax resolution specialist and financial strategist with over 30 years of experience spanning Big Four accounting, Fortune 500 audits, and entrepreneurial leadership. After navigating her own challenges—including unexpected layoffs and complex IRS dealings—she transitioned from corporate life to helping prof…
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Are you confident that your decision making actually leads to an impactful decision—especially when the stakes are high? In this episode, we unpack how decision making really works when lives, wealth, and long-term outcomes are on the line. Drawing from healthcare, entrepreneurship, and leadership under pressure, this conversation reveals why clari…
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In this episode, Toby Mathis, Esq., interviews Chris Streit, a tax incentive and cost segregation expert, about four major changes for real estate investors under Trump's One Big Beautiful Bill. Chris explains how energy tax credits like 45L (residential) and 179D (commercial) are sunsetting on June 30, 2026, offering up to $5,000 per door for qual…
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Isaac Keys is a dynamic force whose journey spans from cracking helmets in the NFL to lighting up TV screens as Diamond Sampson on “Power Book IV: Force.” A two-time All-American and Morehouse Hall of Famer, Isaac embodies relentless ambition and personal reinvention. Beyond his achievements as an athlete and actor, he now steps into the role of au…
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Most families wait until something breaks to start succession conversations. High-performing families don’t. In this powerful conversation, Ben sits down with succession planner Tim Lane of Proagtive to unpack a truth most farming families quietly suspect: the ones who thrive across generations aren’t the biggest or wealthiest — they’re simply the …
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When someone dies owning assets in Portugal, one legal step is often unavoidable: the habilitação de herdeiros. In this episode, we explain what this procedure is, why it matters, and when families must complete it to move forward with estate administration. Understanding this process early can save time, reduce friction among heirs, and prevent co…
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Website: www.WealthWiseBanking.com LinkedIn: https://www.linkedin.com/company/wealthwise-banking This has not been a tidy year. Real estate delays. Permits that wouldn’t move. HVAC failures. Bats in the attic. Structural rot. A ground-up development in Savannah still fighting its way to the finish line. And on top of that, a stage 4 cancer diagnosi…
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Key Topics Covered: 1. Why BRR Matters Most investors run out of cash before they run out of ambition. BRR is not just a “strategy”—it’s a way to keep growing your portfolio with limited resources. Works for residential, commercial, and mixed-use properties. 2. The Seven Steps to BRR Success Target properties others avoid (those with problems lende…
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What happens to your spouse if something happens to you tomorrow? Wealth advisor Ryan Warwick thought he had it covered. Then his wife Shannon said, "I'd be drowning in the middle of the ocean with no life raft." Ryan and Shannon get vulnerable about the dangerous myth of the "financial protector" and how even intentional couples can leave each oth…
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The conventional path for young men is breaking down. College is more expensive than ever, jobs are disappearing faster than degrees can keep up, and an entire generation is being pushed into debt, confusion, and dependence before they’ve even had a chance to build real-world skills. More parents and young men are starting to ask a hard question: “…
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My guest in this episode is Tom Dunkel. Tom Dunkel brings more than 30 years of experience in real estate, finance, and investing to his role as Managing Director of Eagle. Known for his disciplined approach and unwavering alignment with investors, Tom personally invests in every deal he presents, ensuring absolute trust and shared outcomes with hi…
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Navigating inheritance procedures in a foreign country can feel overwhelming, especially when real estate is involved. In this episode, we unpack the very first step families must take when someone passes away owning property in Portugal. The Portuguese succession process has specific legal requirements, and understanding them early can prevent del…
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If you’re retiring next year, the details you handle before you give notice can make a meaningful difference. In this episode of Protect Your Assets, The Sandman walks through what to review before you leave work, including 401(k) matching and vesting schedules (cliff vs. graded), what happens to your HSA and FSA, how PTO payouts work (including Ca…
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Most people don't lose money because they're reckless—they lose it because they don't know what they don't know. In this episode of Watch Your Six, host Jason Edwards sits down with enrolled agent and accountant Brendan Hahn to break down the most common tax mistakes entrepreneurs, investors, and everyday earners make—and how to avoid them before t…
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Central banks are buying gold like never before. Wall Street won’t tell you this. The dollar’s value is eroding, and global elites are quietly moving to gold. Don’t wait until it’s too late, ITM has helped thousands build strategies for this exact moment. Questions on Protecting Your Wealth with Gold & Silver? Schedule a Strategy Call Here ➡️ https…
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#669: Slade (01:43) - Slade, 44, and his wife plan to downshift careers in the next five to seven years while raising their 11-year-old daughter. They want to know how to reallocate their $685K brokerage account and plan withdrawals to make the transition financially smooth. David (21:50) - David has a high school senior and is deciding how to pay …
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Are you basing your financial planning on recent market gains—without accounting for how stock market valuations change investment risk? Many investors assume that strong past returns mean strong future returns. But history shows that when stock market valuations rise, investment risk quietly increases and expected returns often fall. If your finan…
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As global transparency frameworks expand to include real estate, many high-net-worth families and advisors are reassessing how property ownership structures intersect with international reporting obligations. In this episode, we explore how common legal structures—such as SPVs, holding companies, and trusts—affect visibility under emerging informat…
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THESE ARE THE BEST IDEAS FOR ALTERNATIVE GIFTING HANUKAH AND CHRISTMAS: from YOGA NUT www.yoga-nut.com DO IT YOURSELF - BIUILD A GIFT PACKAGE STOCKING STUFFERS THAT WON'T GO TO THE LANDFILL GIFT CARDS Choose a WELLNESS PACKAGE for your COMPANY or YOURSELF Yoga Nut Worksite Wellness Services Founder of Yoga Nut, Lindsay Coward, has the best gift ide…
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Host Cory Vance, Founder & CEO of Arctic Fox Financial, introduces Monday Morning Mindset Masterclass with Health & Life Coach, Coty Walker. Coty talks about her May 2025 Retreat in Greece, the origin story of her coaching company name, and how Entrepreneurs can have a more profitable business by giving their mindset a tune-up. Visit Coty's website…
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