Wealth {Un}Filtered: Your Guide to Smarter Investing Expert insights, market trends, and actionable strategies to empower your wealth journey. Tune in for engaging interviews and real-world advice to build lasting financial success.
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Building Legacy Wealth Podcasts
Join us for the TIP Wealth Builder weekly podcast where we bring you insights, strategies and stories to help you compound your wealth and knowledge. Whether you are a seasoned investor, or just starting out on your wealth building journey, this podcast is designed to inspire, educate and empower you.
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Hosted by Rob Shelton, founder and wealth manager of Axio Wealth Management, Legacy Beyond Wealth Podcast is dedicated to helping successful families unlock the freedom to live a life of significance. With more than 20 years of experience in the financial industry, Rob has cultivated a deep well of knowledge and financial expertise. Tune in for helpful strategies on topics like income planning, legacy building, Social Security, minimizing taxes, and much more. Subscribe and never miss an epi ...
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Fed Legacy Podcast is your go-to resource for navigating federal retirement with confidence. Designed specifically for federal employees, this podcast provides expert insights, strategies, and practical guidance to help you retire on time while securing your financial future. From maximizing benefits to building generational wealth, Fed Legacy Podcast equips you with the knowledge and tools needed to make informed decisions and leave a lasting legacy. Tune in and take control of your retirem ...
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The Wealth Exchange provides access to the experts on the issues that are important to affluent families and business leaders across Canada. Providing in-depth conversations on a wide range of topics, the podcast has featured change makers, business leaders, subject matter experts and humanitarians from around the globe.
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The Wealth Nation Podcast aims to empower you to take control of your money management and to secure an abundant future for yourself and your family by making wise money decisions. Host, Yolanda Rose Haripersad will pick the biggest, brightest brains in finance and entrepreneurship to provide you with ideas and strategies to manage your money and build generational wealth.
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Welcome to The Legacy Investor Podcast, where we talk money, investing, business, and what it means to leave a legacy for generations to come. Hosted by Cameron Philgreen, this show dives deep into the intersection of entrepreneurship, investing, and legacy-building, all while keeping God at the center. Whether you're a seasoned investor or just starting out, you'll discover how to align your financial journey with your faith, grow wealth with integrity, and create a lasting impact for gener ...
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Building wealth isn't just about hustle and grind. Every day, huge deals are being made, businesses and properties are changing hands, and a small group of people are making quantum leaps forward - building wealth faster than most dream possible. To the rest of the world, it looks like they have the Midas Touch. What makes them different? They chose to break AWAY. To build a mindset of abundance. To spot opportunities others overlook. On this podcast, we'll unlock the secrets to breaking out ...
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”Welcome to ’The Phoenix Prosperity Podcast,’ where wealth meets legacy. Join your host, Tim Fergestad, as we explore the journeys of Phoenix’s finest to success and beyond.” This podcast will examine the powerful interplay between personal achievement and the enduring legacy it creates. And Tim explores the idea that success isn’t just about what you achieve but what you leave behind for others, focusing on the impact of wealth used wisely. Find the Phoenix Prosperity Podcast wherever you g ...
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Tom Suvansri is passionate about protecting and growing his family’s wealth and he shares how you can do it too. In this show, you will learn strategies that leverage economic principles in order to achieve increased financial control, cash flow, and tax advantages that last generations. It’s time to eliminate uncertainty and create wealth strategies to build a family legacy.
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We all can maximize our Health, Wealth, Leadership, and Legacy. Join Ben Kinney, Bob Stewart, and Chad Hyams every Monday and Friday as they delve into these topics and interview expert guests. Each episode contains powerful insights on being your best, developing personal and professional skills, building wealth, and leaving a legacy.
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Join renowned entrepreneur, speaker, and property investment expert, Zaki Ameer, Founder of DDP Property on a transformative journey to unlock your full potential and achieve unparalleled success. In "The Success Blueprint," Zaki shares invaluable insights, practical strategies, and real-life experiences that will empower you to take charge of your life and reach new heights in business and personal growth. Each episode delves into key principles of success, from mastering the art of propert ...
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Rogue Wealth is a podcast built for the business owner who refuses to play the “average amateur game.” If you’re leading a family business, building wealth, or simply trying to cut through the noise in a world moving exponentially faster, this show is your edge. Hosted by a wealth strategist who has “seen it all”—from messy partnerships to generational transitions—Rogue Wealth slows everything down so you can focus on what truly moves the needle. Each episode combines storytelling, tactical ...
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A show for ambitious women to learn the investing + wealth secrets no one else is talking about. Where high-income earners, self-made millionaires, and industry thought leaders share the raw, behind-the-scenes stories of how they made 7 & 8 figures + how they uncovered their deepest money blocks and shifted them. Join us each week as we pull back the curtain on simple AF investing principles that won't just grow your income, but actually make you RICH. Stuff you can actually use. Easy enough ...
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Build Your Fortune is the ultimate business podcast for entrepreneurs, professionals, and dreamers ready to take control of their financial future. Each week, we dive deep into strategies, success stories, and expert insights that reveal what it really takes to build lasting wealth and grow a thriving business in today's fast-paced world. Whether you're launching your first startup or scaling an established company, Build Your Fortune gives you the tools, mindset, and motivation to turn ambi ...
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The Momentum Advisors centers on personal financial advice, information on entrepreneurship and insight into how you can build a successful financial legacy for yourself––and your community. Allan & Andrea spend their days advising listeners on how to build and manage their wealth. Find them at Momentum-Advisors.com.
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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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Welcome to the Build to Billions podcast, the ultimate guide for successful entrepreneurs and investors ready to scale from millions to billions. We believe that the key to exponential growth lies in a mindset and practice of stewardship over ownership, rooted in billionaire biblical principles. Each episode is designed to help you compound your wealth and elevate your life, so you can give more of it away to support the MVPs—those who need it most. Join us on this transformative journey to ...
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Welcome to the Wealth On Main Street podcast, a guide to building dependable wealth. Join Richard Canfield and Jayson Lowe as they unlock the secrets to creating financial peace of mind in an uncertain world. Discover the strategies and mindsets to a financial future you can bank on. Discussing The Infinite Banking Concept and strategy of Becoming Your Own Banker in Canada as only Canucks can!
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Stop the Heist. Reclaim the Legacy. Build for 100+ Years. There’s a silent wealth heist happening in America—one that erodes legacy through distraction, short-term thinking, and systems built on scarcity. The Kingdom ROI Podcast is where we expose that system—and offer something better. Hosted by Eric L. Dunavant and Chris Callahan, two kingdom-minded entrepreneurs helping leaders realign their faith, family, fitness, and finances—not just for short-term gains, but for 100+ years of generati ...
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Welcome to the FInancially Intentional Podcast with Naseema McElroy! This is a weekly podcast covering all things personal finance for those ready to build wealth but who may not know where to start. We believe that you have all the tools to improve your finances because you and your family deserve it. Our hope is that by listening to this podcast, your circle of influence is enhanced. Let us be the folks you choose to surround yourself with.
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The FutureProof Advisor is built to help financial advisors unlock their full potential—not just by growing their business, but by becoming the best version of themselves and their firms. Through deep industry insights, real-world strategies, and personal transformation, FutureProof Advisor is your path to doubling your business and building a legacy.
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The Brown Ambition Podcast helps you unapologetically build wealth by saving, investing and making smart career choices — on your own d@mn terms! New episodes Wednesdays and Fridays.
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Welcome to The Wealth Reset Podcast, your destination for rethinking money, reclaiming financial power, and reshaping your future. Hosted by Ronda from Life Points with Ronda, this podcast stands on its own as a movement to reset how we think about wealth. Here, we explore practical tools for saving, stacking, investing, and building generational prosperity, while also tackling the mindset shifts needed to break free from financial cycles that no longer serve us. Every episode blends real-wo ...
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Welcome to the Sassy Successionist! I’m Uyai, your very sassy host. In this podcast, I talk about building family legacies over time. Some of that will include preserving and transferring family wealth across generations. However, legacy is much more than wealth. I find stories about succession and legacy in every day life, and using those - I bring bold perspectives and actionable strategies to the often-traditional world of family offices and wealth management. Each episode delivers powerf ...
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Welcome to Ultra Money Mindset, the podcast dedicated to helping you secure a thriving future and build a lasting legacy. Hosted by Mike Smith—financial planner and experienced estate planning attorney—this show offers tailored insights to help you grow your wealth, plan for retirement, and ensure your financial vision bridges generations. With expertise in financial planning, estate law, and legacy building, Mike provides practical advice on wealth accumulation, tax optimization, estate pla ...
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Wealth Runs Deep is more than a podcast, it’s the unfiltered story of what it really takes to build wealth, legacy, and impact from the ground up. Hosted by Ashley M. Fox — former Wall Street analyst turned financial educator, entrepreneur, and founder of Empify and the Wealth Builders Community — this show takes you behind the highlight reel. From attending Howard University, to landing on Wall Street, to nearly facing eviction, Ashley’s journey proves that success isn’t a straight line. Ea ...
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Welcome to Becoming Wealthy, the insider’s view on building generational wealth. Hosts Michelle Bosch, multi-millionaire real estate investor, and her teenage daughter and beginning real estate investor, Sophia Bosch, bring authentic conversations on financial freedom, real estate investing, entrepreneurial mindset, faith, and growth especially tailored for the next generation of financially savvy and independent women. Becoming Wealthy celebrates the passing of wisdom from one generation to ...
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What if wealth wasn’t just about what you have—but how you live? Hosted by Dustin Serviss—entrepreneur, author, and founder of Serviss Wealth—The Picture of Wealth is a curated lab of ideas, conversations, and experiments exploring the intersection of money, performance, longevity, and lifestyle design. This isn’t another financial podcast obsessed with spreadsheets and stock picks. It’s for high-performing business owners, professionals, and families who want to optimize their life’s work a ...
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Discover how to transform financial success into life-shaping experiences. Expert strategies to live more, work less & build lasting family legacies. In the Activate Your Wealth podcast, David Murdoch shares proven approaches to Wealth Activism—moving beyond traditional financial planning to help successful business owners, executives, and families align their resources with what truly matters. Each episode explores practical strategies for transitioning from work-centric to life-centric liv ...
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Before the Returns is the podcast for people who want to build wealth with purpose—not just chase numbers on a spreadsheet. Hosted by Wealth Strategist Jaden Zubal, each episode challenges the “highest return at any cost” mindset and shows you how to align your money with your values, your family, and your legacy. We cover Family Banking, smart insurance design, real estate strategies, entrepreneurship, and generational wealth planning—practical tools that create security today and freedom t ...
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Rental Property U is revolutionizing real estate investment with a mission to empower individuals and families towards financial freedom and wealth building through strategic real estate investment. Our unique approach combines personalized strategies and lifelong coaching where every journey with us is tailored and supported for sustainable success. We're focused not just on immediate gains but on creating lasting impact and opportunities for our clients and agents. By blending personalized ...
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Are you wondering whether your financial plan is going to lead to that wealthy Canadian lifestyle you envision for your future? Over the last 5 years, former mathematics teachers and serial entrepreneurs Kyle Pearce and Jon Orr have been implementing alternative wealth building and income tax strategies that have allowed them to transition from high net income to high net worth. Now, they seek to share these Canadian Wealth Secrets to empower the creation of a financial future that allows yo ...
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Search Party is a video-podcast dedicated to elevating knowledge of the Entrepreneurship-Through-Acquisition (ETA) strategy, an increasingly popular model for private investing and wealth creation. The thought-leadership series is hosted by private capital journalist David Snow, and features expert commentary by Next Coast Legacy’s Dustin Sellers and Anthony Walker, two veterans of the ETA strategy. Search Party explores the ”searcher” model for wealth creation in the lower-middle-market, an ...
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Looking for mentorship from someone who has a track record of business success? Want to learn how to build a 1% lifestyle and develop the mindset of a champion? Are you a business leader looking to 10x your results so you can build your dream life? If you are unwilling to settle for the status quo, and looking for real, honest, business, leadership, and mindset conversations... look no further. Tune in each week to learn from Kelly Roach, a former Fortune 500 executive and NFL cheerleader tu ...
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”Trust Issues—Only the Kind that Make You Richer.” is a podcast focused on wealth building, protection, and legacy planning. Host Ruma Mazumdar brings her expertise as a real estate and estate planning attorney to discuss money, legal moves, and mindset shifts that weren’t taught to many of us growing up.
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The Deep Wealth Podcast - Unlock Your Deep Wealth—In Business and Life
Deep Wealth by Jeffrey Feldberg
Your business is your legacy, but does it own you? Most entrepreneurs aren’t ready: 90% of exits fail, and founders leave 50-100%+ of the deal value behind. Not from a bad business, but poor preparation. The Deep Wealth Podcast, hosted by Jeffrey Feldberg, who built a startup from his parents’ attic, rejected a 7-figure offer, and secured a 9-figure exit in 24 months, shares his 90-day Deep Wealth Mastery system. Join top founders and dealmakers for proven exit strategies and profit-boosting ...
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Join Stewart Willis, President of Asset Preservation Tax & Retirement Services, and co-host Spike Spengel as they explore strategies for protecting, growing, and maximizing your wealth. Designed for those in or near retirement, this podcast delivers expert insights on tax planning, investment advice, estate planning, and building a secure financial future—all tailored to help you make the most of your life’s work.
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Where Holy Spirit meets high strategy. You don’t need to reinvent yourself—you need to remember who you are. Hosted by millionaire mentor, CEO, and kingdom legacy builder Cayla Craft, the Still That Girl podcast is your sacred space to reclaim boldness, wealth, and alignment without apology. This show is for the woman who’s done shrinking. The one building a business from both strategy and Spirit. The one who refuses to choose between luxury and legacy, ministry and marketplace. STILL THAT G ...
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Doctors Building Wealth is for physicians drowning in student debt and working endless hours, wondering if your medical career will ever bring true freedom. Despite your six-figure income, the path from successful doctor to financially independent professional feels impossibly complex. We get it—balancing patient care and financial planning is overwhelming when no one taught you how to invest during medical school. Lucky for you, you don't have to figure it out alone. Meet Drs. Letizia Alto ...
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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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Welcome to The Future Value Podcast, where hosts John Pellosie, Joe Freemont, and Justin Ahner break down the financial concepts that shape your future. From saving and investing to managing debt and making strategic money decisions, we make finance accessible, engaging, and practical. Whether you're building wealth, planning for major life milestones, or just trying to make smarter financial choices, we’re here to help. Tune in for insight, real talk, and actionable strategies to maximize y ...
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The StoryOne StoryLens Podcast puts the focus on you. We believe your wealth is about more than numbers; it’s about your story, your values and the legacy you want to leave behind. Each episode explores how stewardship, structure and story come together to shape meaningful wealth management for families with complex needs. Whether we’re talking estate planning, business succession, charitable giving or building a cohesive advisory team, the goal is to share insights grounded in heart-led str ...
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The Secret to Success in Marriage, Values & $800M Wealth | Real, Raw & Real Estate
Tenisha & Darrell Williams
Real, Raw & Real Estate gives ambitious couples and investors an unfiltered look at building wealth, scaling luxury real estate, and navigating partnership on and off the deal. Hosts Tenisha (brokering millions) and Darrell (flipping and investing) share life-changing lessons from their $800M journey—grounded in faith, purpose, family, and mindset. Sharing the, "secret to success"! In this episode (and every one to come): Real estate investing strategies that build legacy Deep dive into bala ...
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Real talk for soul-led women over 40 ready to rewrite the rules, reclaim their power, and rise in leadership, love, and legacy. Welcome to Moore with V, the podcast where spiritually aligned women over 40 come to break the rules, build wealth, and boldly step into their leadership. Hosted by Vashon “V” Moore — speaker, soulpreneur, life doula, and Lion-Hearted Leadership™ coach — this show is your weekly dose of mindset medicine, heart-expanding wisdom, and permission to live life your way. ...
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www.legacywealthadvantage.com Support this podcast: https://podcasters.spotify.com/pod/show/wealthishealthclub/support
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Wealth & Wisdom: For Farming Families Who Want More Money matters — but wisdom is what makes it last. For Australia’s most successful farming families, financial growth is only part of the picture. True, lasting success means aligning your wealth with your values, nurturing strong family relationships, and building a legacy that endures for generations. Join Ben Law, The Financial Bloke and founder of Agricoach, Australia’s leading coaching business for high-performing rural families, as he ...
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Financial Confidence for High-Achieving Women | Money Mindset and Wealth-Building Tips for WOC Entrepreneurs
Taryn T-Money$ Ferrer | Financial Wellness Coach
Are you overwhelmed by the constant juggle of scaling your business and managing your personal finances? Tired of the cycle of over-saving, splurging, and guilt after every big purchase? Or maybe you’re always second-guessing your financial decisions, wondering if you’re doing enough to build wealth and secure your future? Hey girl hey…welcome! The Financial Confidence for High-Achieving Women podcast is where we’ll dive deep into positive money mindset, wealth-building strategies, and inten ...
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Are you ready to REclaim your time, relationships, and purpose? Welcome to the RE:Invest podcast where we dive deep into the power of REal estate investing where you will learn how to build wealth and maximize your life! Your hosts Seth and Garrett have experienced first hand the challenges in REI and immense benefits. They will drill down past the fluff into the mindsets, passions and strategies in order to climb the mountain of REI all for the purpose of making an impact on yourself, your ...
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A podcast about all things personal finance, money behaviors, wise spending, debt-free living, building wealth, and leaving a legacy that matters.
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5. Faith, Family & $800M in Real Estate: Building Legacy Beyond the 9–5
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22:58What does it take to trade overtime for ownership without losing your faith, family, or focus? In this episode, Darrell & Tenisha Williams — founders of Elite Realty Partners ($800M+ sold) — share how they went from long nights, twin strollers in the office, and paycheck-to-paycheck beginnings to building one of the nation’s fastest-growing minorit…
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Empowering Leaders & Growing Wealth Through DLP Capital with Nick Stonestreet
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49:55🎙️ Build It to Billions Podcast Inspiring Conversations with Visionary Entrepreneurs, Wealth Builders & Legacy Creators Welcome to the Build It to Billions podcast — where ambition meets strategy. Hosted by Brett Swarts, this show dives deep into the journeys of entrepreneurs, investors, and industry leaders who are building lasting wealth, scaling…
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Bonus-LionHearted Leadership with Kisha Cameron
1:10:41
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1:10:41In this episode of Moore with V: Unleash Your Inner Badass, I sit down with the powerhouse that is Kisha Cameron — a mentor, digital entrepreneur, and former restaurant owner who embodies what I call Lion-Hearted Leadership™. 🦁✨ Kisha’s journey is a masterclass in courage, compassion, and visibility. From corporate tastemaker, running her own resta…
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Holding Company Hype: What You’re Not Being Told
23:29
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23:29Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here Should you really set up a holding company for tax savings—or could it actually cost you more in the long run? Many Canadians hear that incorporating is the golden ticket to tax efficiency a…
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Replay - From Excuses to Execution: The Path to Personal Responsibility
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20:17In this replay form the Traits of a Winner series, Ben Kinney, Chad Hyams, and Bob Stewart explore the theme of "Accepting Responsibility." Uncover how winners acknowledge their role in outcomes and stop blaming external factors. This episode outlines eight critical steps to boost accountability, from making public commitments to creating habits an…
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Financial Planning for Stay-at-Home Mums helps you take control of money, protect your family, and plan for the future—even without a 9–5 income. Practical tips, simple strategies, and expert guidance for mums who want financial confidence. 👉 Book a complimentary appointment at www.solomonwealth.co.za…
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Alternative Investing for Long-Term Growth with Dave Wolcott
5:14
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5:14🎙️ Build It to Billions Podcast Inspiring Conversations with Visionary Entrepreneurs, Wealth Builders & Legacy Creators Welcome to the Build It to Billions podcast — where ambition meets strategy. Hosted by Brett Swarts, this show dives deep into the journeys of entrepreneurs, investors, and industry leaders who are building lasting wealth, scaling…
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291: Silver, CBDCs & Infinite Banking: Secure Lasting Wealth
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51:03Money touches every part of our lives, but what if the very system behind it is designed for control, not freedom? In this episode, Richard Canfield and Jayson Lowe sit down with David Morgan, known as the Silver Guru, to expose the storm building beneath our financial system. From the rise of central bank digital currencies (CBDCs) to the role of …
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Growth, Protection, and Income in Any MarketBy Fed Legacy
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The Financial Dad Shares Simple Steps That Actually Work - Episode 145
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40:17Send us a text In today's episode, I talk with Tim Smith, a Certified Financial Planner, about how to make money simple for families. We share easy ways to teach kids about saving, spending, and giving. We also talk about the real cost of college and how to plan before loans pile up. Tim explains why small habits like using cash envelopes, checking…
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E3 - Does Renting or Buying Make More Sense in 2025?
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16:05Tell us what you want to hear on the show! Is buying a home always the ultimate financial milestone—or does renting sometimes make more sense? In this episode of Before the Returns, Jaden Zubal breaks down the numbers and the emotions behind one of the most common money debates: renting versus buying. Using a real Utah example, we compare a 10-year…
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1173. Event Marketing Strategies: How to Increase ROI and Engagement From In-Person Events
18:47
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18:47In this episode of The Kelly Roach Show, Kelly pulls back the curtain on the bold event innovations her team tested this year, and the strategies they’re doubling down on for the future. From intimate mastermind retreats for multi-million-dollar CEOs to large-scale networking events designed to build community, Kelly shares exactly what worked, wha…
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The One-Page Financial Picture That Changes Everything
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10:53Discover how Axio's tailored collaboration can elevate your financial future 👉 https://www.axiowm.com/what-we-do Most people have more than a dozen financial accounts scattered across multiple institutions, but no single place where everything is organized. That’s where an Asset Map changes everything. Imagine having your entire financial life, eve…
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Protecting Your Peace: Setting Financial Boundaries That Stick
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14:08Do you find yourself saying “yes” with money when you really want to say “no”? Whether it’s lending to friends, covering the tab, or donating when your savings are low—lack of financial boundaries can quietly drain your wealth and peace of mind. In this episode, Taryn “T-Money$” Ferrer shares how to set financial boundaries without guilt, so you ca…
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Ever found yourself convinced the sky was falling—only to realise later it was just a hiccup? In this mini episode, Ben shares how a blocked septic system spiralled into a fifty-grand catastrophe in his head before reality pulled him back. That moment uncovers a bigger truth: the sneaky role cognitive distortions play in farming families. From blac…
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Founder And CFO Karl Maier Reveals Why Your Leadership Is Killing 5X Growth And The Exact Playbook To Fix It (#478)
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44:38Send us a text Unlock Proven Strategies for a Lucrative Business Exit—Subscribe to The Deep Wealth Podcast Today Have Questions About Growing Profits And Maximizing Your Business Exit? Submit Them Here, and We'll Answer Them on the Podcast! “ Always walk in someone else’s shoes before making judgments.” - Karl Maier Exclusive Insights from This Wee…
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Advisors vs AI: What's Next for the Industry?
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34:12AI is already reshaping the way we work—but the most successful firms won’t be the ones that adopt the most tools. They’ll be the ones that adopt them with purpose. On this episode of The FutureProof Advisor, I sit down with Jason Wenk, Founder and CEO of Altruist, to talk about what it really means to modernize through AI—without losing the human …
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College Funding Without Handcuffs | WealthWise Banking EP. 41
25:10
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25:10Website: www.WealthWiseBanking.com LinkedIn: https://www.linkedin.com/company/wealthwise-banking College costs keep climbing, and student loan debt is locking families into decades of payments. But what if there was a smarter way to plan for your kids’ future—without the restrictions of 529 plans? In this episode of WealthWise Banking, Jason Sipple…
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Meet Chris Everett | Beyond The Numbers Host
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29:49Welcome to the inaugural episode of Beyond the Numbers! In this special introductory episode, host Chris Everett sits down with producer Nick Uresin to discuss what this podcast is all about. Chris shares her unique approach to wealth management that goes far deeper than spreadsheets and account balances, revealing how understanding the human story…
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How Group Investing Unlocks Real Estate Access
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36:38On this episode of Wealth Unfiltered, Chris and Samantha sit down with Travis Smith, CEO & Founder of TribeVest, to talk about the five things he wishes he knew before aggregating capital to invest in real estate deals. Travis shares how pooling money with his brothers led to the idea for TribeVest, the challenges of raising capital as a group, and…
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How Whole Life Policies Unlock Liquidity and Growth for Business Owners
23:42
23:42
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23:42Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here Are you letting too much of your business’s hard-earned cash sit idle when it could be working for you in multiple ways? As a business owner, you know the importance of having liquidity—an e…
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An Ex-Hip-Hop Video Director Turns Her Lens on Black Women's Health Ft. Lisa Cunningham
1:03:19
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1:03:19In this week’s episode, Mandi sits down with Lisa Cunningham, a powerhouse creative and the Head of Marketing at the Black Women’s Health Imperative, to unpack her incredible journey from directing music videos to becoming a champion for health equity. Lisa shares how personal loss and self-discovery shaped her purpose, leading her to use storytell…
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#141 The family Office Model—Made Accessible for the Rest of Us with Erik Brenner
37:46
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37:46What if retirement isn’t the finish line—but the riskiest part of the journey? Garrett sits down with Erik Brenner, CEO of Hilltop Wealth & Tax Solutions, to unpack how the family office model—once reserved for billionaires—can be applied by everyday investors. Learn what a family office really is, how to structure your finances like one, and simpl…
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How to (+ NOT to) use AI for your investments
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15:25AI is here- and it’s evolving faster than most people realize. In this episode, I dive into how to use ChatGPT as a powerful wealth-building co-pilot, not a decision-maker. I share how I personally use it to accelerate strategy, generate game-changing insights, and sharpen investment thinking, plus the critical mistakes to avoid so you don’t get mi…
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Tax Flow, Not Just Cashflow: How to Exit Smart and Buy Back Time with Brett Swarts
38:19
38:19
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38:19Jim Oliver sits down with Brett Swarts to tackle the part of exiting most owners ignore until it’s painful: Taxes. Brett is the founder of Capital Gains Tax Solutions, a real estate broker and tax strategy specialist with deep expertise in Deferred Sales Trusts (DST), Delaware Statutory Trusts, and 1031 exchanges. He hosts the “Build It to Billions…
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28 - Estate Planning, Wealth Transfer, and Protecting Your Legacy
22:21
22:21
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22:21In this episode of The Asset Preservation Hour, financial advisor Stewart Willis and co-host Spike Spengel dive into two critical topics: making sure your estate plan actually works the way you intend, and preparing for the largest wealth transfer in history. Using the recent legal battle over Jimmy Buffett’s $275 million estate as a cautionary tal…
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The Profit-Killing Growth Lie That’s Bleeding Your Business Dry And The Simple Fix You Must Use NOW (#477)
44:00
44:00
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44:00Send us a text Unlock Proven Strategies for a Lucrative Business Exit—Subscribe to The Deep Wealth Podcast Today Have Questions About Growing Profits And Maximizing Your Business Exit? Submit Them Here, and We'll Answer Them on the Podcast! Exclusive Insights from This Week's Episodes Host and post-exit entrepreneur Jeffrey Feldberg rips the curtai…
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What Makes a Good Fund? (Part 2): Moats, Risk, and Trustworthiness
34:42
34:42
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34:42What separates a good fund from a great one? In this in-depth episode, Kerry Fleming and Stuart James (Head of Distribution, TIP Group) explore the qualities that make a fund stand out: sustainable moats, robust risk management, and genuine trustworthiness. Learn how to identify high conviction managers, avoid “closet benchmark huggers,” and spot t…
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The Making of Ashley Fox: Howard, Wall Street & the Struggle Before Success
44:26
44:26
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44:26Welcome to Wealth Runs Deep, the brand-new series with Ashley M. Fox. In Episode 1, Ashley takes us back to the beginning: From the halls of Howard University to the fast pace of Wall Street…to almost losing it all. Ashley Fox’s story isn’t just about success...it’s about survival, reinvention, and building a multimillion-dollar movement when the o…
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Welcome to the inaugural episode of Rogue Wealth, the podcast built for leaders, entrepreneurs, and family business owners who are serious about building and protecting real wealth. In this first conversation, we’re diving into one of the single biggest wealth killers of our time: noise. From market updates, social feeds, and endless “productivity …
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43: Don’t Sell Your Land, Develop It: Eugene Gershman on Turning Dirt Into Wealth
36:02
36:02
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36:02In this episode, I sit down with Eugene Gershman, a veteran developer and founder of GIS Companies who has been helping landowners transform their property for over 20 years. Eugene shares how he went from reluctantly joining his father’s construction company to creating a nationwide development model that lets everyday landowners keep equity and p…
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1172. Un-Bottlenecking the Bottleneck: Reinvention From the Inside Out
16:36
16:36
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16:36So many entrepreneurs hit a point where the business they built for freedom begins to feel more like a burden than anything else. In this episode of The Kelly Roach Show, Kelly shares how to identify and break through the hidden bottlenecks keeping your company heavy, hard, and slow. Instead of chasing external fixes, Kelly reveals why INTERNAL rei…
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From Scarcity to Abundance: The Wealth Shift
38:08
38:08
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38:08Chad Hyams and Bob Stewart delve into the concept of mindset shifts in the latest Win Make Give podcast series. Focusing on the transition from a scarcity to an abundance mindset, particularly in wealth and finances, they share personal stories and strategies for overcoming financial fears. The discussion touches on the impact of scarcity thinking,…
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236: Negotiating (While Black), Featuring Damali Peterman. Be Who You Are to Get What You Want.
1:01:42
1:01:42
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1:01:42Did you know your ability to negotiate directly impacts your ability to create wealth? This week, we are helping you to stop leaving money on the table. We sit down with attorney and author Damali Peterman, who literally wrote the book on the subject. She'll reveal the key principles you need to persuade people and get what you want, whether it’s a…
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How the New Tax Law Impacts Real Estate Investors with Nick Aiola
30:29
30:29
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30:29Are you unknowingly missing out on powerful tax-saving strategies hidden in the new tax law? Too many high-income professionals are walking into tax season without a strategy—and it’s costing them tens of thousands. The 2025 tax law changes are complex, but if you understand how to use them, you can dramatically lower your tax bill and accelerate y…
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The Wealth Reset Pod - Episode 4: Credit Unlocked: Demystifying Your Score and Building Your Financial Reputation
12:28
12:28
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12:28Is your credit score a mysterious number that controls your financial future? In this power-packed episode, host Ronda pulls back the curtain on the credit system and gives you the master key. Stop feeling confused and shut out—it’s time to understand exactly how your credit score works and how you can start rebuilding it, starting today. We break …
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Wealth Analysis Paralysis: When Too Many Wealth Options Hold You Back
27:37
27:37
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27:37Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here Are you doing “all the right things” financially, yet still wondering if it’s enough—or what to do next? That’s exactly where Victoria, a 40-year-old dentist, finds herself. She’s saving agg…
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Replay - Balancing Patience and Impatience
39:50
39:50
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39:50Explore the dynamic balance of being "patiently impatient" with Ben Kinney, Chad Hymes, and Bob Stewart on the Win Make Give podcast. Dive into the six traits of a winner, distinguished by patience in leadership and impatience for action. Discover insights from real-life scenarios, leadership strategies, and the effectiveness of patience and impati…
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Ep 6- The Wealthy Woman Mindset (Even if You’re Starting at Zero)
21:23
21:23
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21:23🎥 Welcome back to Moore with V: Unleash Your Inner Badass! ✨ In this episode, V dives into the Wealthy Woman Mindset — the truth that wealth is not just about money, it’s about energy, self-worth, and identity. 💎 We’ll unpack how generational scarcity beliefs shape our relationship with money, why your worth is never tied to your bank balance, and …
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Is Now The Time to Buy or Sell A Home? Ft. Redfin Chief Economist Daryl Fairweather [BAQA]
29:48
29:48
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29:48The U.S. housing market feels impossible to navigate — high prices, rising taxes, low inventory, and mortgage rates that just won’t budge. This week on Brown Ambition, Mandi sits down with Daryl Fairweather, Chief Economist at Redfin, to cut through the noise and explain what’s really going on. From the “lock-in effect” keeping homeowners stuck, to…
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Build Your Fortune is the ultimate business podcast for entrepreneurs, professionals, and dreamers ready to take control of their financial future. Each week, we dive deep into strategies, success stories, and expert insights that reveal what it really takes to build lasting wealth and grow a thriving business in today's fast-paced world. Whether y…
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Would the Mona Lisa be the world's most famous painting if the News didn’t tell us it was?
41:05
41:05
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41:05Even in 2025... it still goes up and to the right.From the U.S. housing market to global real estate trends, this week’s Rental Property News dives into what’s really happening — behind the headlines, beyond the hype.By Heather Anderson
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In this weeks episode, Ethan Astaneh, Client Relationship Manager at Nicola Wealth, explains how IPPs work for incorporated professionals, business owners, and executives - offering tax deferral, income splitting, and estate planning benefits that can help families manage wealth more efficiently. Discover real world examples, eligibility criteria, …
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290: Infinite Banking Risks & How to Avoid Them
28:28
28:28
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28:28When people hear “Infinite Banking,” they’re told it’s either a magic bullet or a massive risk. The truth lives in between. This post strips away hype and reveals the real risks, most of which stem from behaviour, not the product, and how to mitigate them. If you want long-term control over how you finance life, start here and turn IBC into a durab…
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Creating Legacy Stories with Your Retirement AssetsBy Fed Legacy
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E2 - Rockefeller vs. Vanderbilt: Why Structure Outlasts Fortune
13:44
13:44
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13:44Tell us what you want to hear on the show! Two of America’s wealthiest men died with fortunes worth billions in today’s dollars. Yet within just a few generations, one family’s money was gone—while the other’s wealth still supports over 200 heirs a century later. In this episode of Before the Returns, Jaden Zubal unpacks the stories of Cornelius Va…
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The Parent Playbook to Reduce College Costs - Episode 144
45:31
45:31
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45:31Send us a text In today's episode, I sit down with Paul Compeau, a friendly CFP who helps families pay less for college. We talk about simple steps you can take right now, like filling out FAFSA the right way, building a smart college list, and knowing the real price before you say yes. Paul shares easy tips to find money you don’t have to pay back…
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Arizona Business Development with Eric Keosky-Smith
39:59
39:59
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39:59Eric Keosky-Smith joins Tim to share how a career that started with color terminals in the ’80s led to launching Intel’s Pentium across Europe, then into startups, U-Haul’s multifamily strategy, and now mission-driven business development in Arizona. Eric unpacks the “three legs” of true biz dev—strategy, marketing, and relationships—and why educat…
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1171. Confidently Leading Through Change: Mindset Shifts to Thrive in 2026
23:56
23:56
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23:56In this episode of The Kelly Roach Show, Kelly shares the key mindset and leadership shifts she made coming into the year that set her and her businesses up for success. From preparing for market contraction, to pacing with speed of change, to making tough team calls, Kelly walks through the exact adjustments that freed her as a leader and position…
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What To Know About The “First Year Rule” Of Retirement
16:39
16:39
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16:39Well, you’re retired. Now what? Some people subscribe to the “first year rule” which says that the majority of your best retirement months will all take place in the first year of retirement. So how can you be strategic during that first year and set the tone in the right way, both emotionally and financially? Get in touch with Mike: 🌐 Website: htt…
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