Com base numa visão holística de Gestão de Património, a Future Proof é uma plataforma de serviços de investimento orientada para o Aconselhamento Financeiro e Gestão de Risco. Este podcast é apenas para fins informativos. Quer saber mais sobre o mundo dos investimentos? Visite-nos em https://futureproof.pt/.
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Future Proof | Wealth Advisors Podcasts
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 Standard Deviations podcast is a weekly production that looks at money, mind and meaning, all through a psychological lens. Each week, psychologist and New York Times bestselling author Dr. Daniel Crosby interviews a fascinating new guest, experts in everything from finance to literature to wellness. Each guest provides listeners with three concrete ways to apply what was learned that week, ensuring that weekly listening becomes part of a path to a richer life. Episodes are brief, resear ...
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Partnering to Create Wealth is a podcast from New York Private Finance (NYPF), hosted by David Marcus. NYPF provides loans to individuals using illiquid assets as collateral—including private company shares, LP interests, and real estate. Our clients include investors, entrepreneurs, and family offices who use our capital to invest in startups, grow businesses, meet capital calls, or buy out partners. This series explores a unique corner of the private credit market through conversations wit ...
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The Liquidity Event is a show about all things personal finance with a laser focus on equity compensation. Your hosts AJ and Shane will take you through the week's news on #fintech, IPOs, SPACs, founder wins and fails, crypto, and whatever else these two nerds think is interesting. AJ and Shane are the financial advisors behind wealth management and tax firm Brooklyn FI, and have helped hundreds of clients plan for successful exits and financial independence. As proud millennials, they have ...
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For Advisors by Advisors looks to better financial advisors while educating and entertaining them on current events, new ideas, and concepts. This will be a weekly show covering many topics that can be used to maximize your practice and make you shine with your clients. We will also be interviewing leaders in the industry including many financial advisors, recruiters, money managers, and insurance professionals. Come Join and grow with us!
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"My Two Cents" makes sense of the financial world with real talk, relatable stories, and practical advice you can actually use. Whether you're a teen just starting out or a young adult ready to take control of your money, this podcast gives you the mindset, tools, and tips to build a financially confident future and build your financial identity. Hear from students, entrepreneurs, and experts as we break down how to make smart money moves, starting today.
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CEO and The Concierge CPA podcast host Jackie Meyer has a passion for coaching firm owners to become better leaders, be more efficient, provide a higher return on investment, work with ideal clients, apply Tax strategies and most of all have more time off with Certified Concierge Accountants.
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Most accredited real estate investors have the majority of their wealth in the stock market. Investors are at mercy of the volatility and the unexpected roller coaster of ups and downs. They are unaware of the potential returns and benefits of alternative assets such as private real estate. However, growth can only come if you are open to change and new ideas. Who would have thought that you could earn even higher returns by getting into less-explored aspects of alternative investments? Welc ...
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The AI Bubble Debate, SpaceX Liquidity, and Escaping High-Tax States – Episode 168
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32:44In this episode of The Liquidity Event, AJ and Shane dig into the trillion-dollar AI ecosystem, from NVIDIA's massive market cap to the circular funding loops tying together OpenAI, Microsoft, and the rest of the AI stack. They debate whether today's infrastructure buildout is necessary progress or a replay of past bubbles, and what happens if one …
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Scaling Smart: Productivity, AI, and the Modern RIA
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25:32
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25:32AI isn’t arriving—it’s already here. But the firms that will benefit most aren’t the ones chasing the next headline—they’re the ones learning to apply the technology with strategy and intention. In this episode of The FutureProof Advisor, I explore how the narrative around AI is shifting—from abstract potential to practical, day-to-day impact. Whet…
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76 - Health, Wealth and Tax Savings in One Strategy 401h
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31:10In this episode, Dr. Jackie Meyer, CPA and David Podell, Founder of Business Benefits Consultants, explore the 401H strategy, an underutilized tool in tax planning that offers significant tax savings and health benefits. They discuss the complexities of implementing this strategy, its benefits, and how it can be integrated into existing retirement …
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Rags-to-Riches Reality, Tech Monopoly Meltdowns, and Smarter FSA Spending – Episode 167
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31:08In this episode of The Liquidity Event, AJ and Shane dive into billionaire wealth gaps, UK "rags to riches" stories, and what happens when fast financial success reshapes friendships. They unpack media narratives, economic inequality, and why Business Insider profiles might not tell the full truth. The conversation expands into EU vs. US tech power…
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Tune in to hear: What does Swiss-born British author Alain de Botton have to say about Macbeth’s cynical soliloquy on the brevity and meaningless of life? Why does he state that despair and hope are two sides of the same coin? How does storytelling make a truth durable in our minds by linking an idea to an ego? Why is our internal dialogue one of t…
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Change isn’t what burns teams out—unfinished change is. In this episode of The FutureProof Advisor, I explore the hidden cost of half-executed initiatives and why innovation often fails not from lack of ambition, but from lack of closure. I share my own experience navigating a seemingly simple tech upgrade that revealed something deeper: the real f…
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The Soft Skills The Make Advisors Indispensable
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28:35
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28:35We often think that losing a client is about performance—but more often, it’s about a disconnect we never noticed. In this episode of The FutureProof Advisor, I reflect on a client relationship that unraveled not because of returns or planning, but because we never went deep enough. I held onto the surface: the portfolio, the strategy, the metrics.…
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Teen-to-Investor Playbook with Gio Ahern: Investing terms, PE vs VC, and Health tech
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34:03In this episode, Mahima interviews Gio Ahern, an investing partner at Andreessen Horowitz, discussing his journey from high school to a career in investing. They explore the daily life of an investor, essential skills for young investors, and the differences between private equity and venture capital. Gio breaks down complex investment terms and sh…
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#56 Alemanha 2030: A bússola da União Europeia
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31:50Neste episódio Vítor Mário Ribeiro, Henrique Amaral Dias e José Carlos Tomás analisam como a Alemanha, maior economia e peça central da UE, poderá moldar a Europa na próxima década. A conversa centra-se no contexto industrial, na liderança política, no eixo franco-alemão, na defesa europeia e "zeitenwende" e geopolítica com o triângulo EUA, Rússia …
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75 - The Most Powerful Sentence You’ll Ever Learn: Stop Selling and Start Persuading
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25:43In this episode, Dr. Jackie Meyer, CPA and Neil Gordon explore the challenges professionals face in communicating their value effectively, particularly in the tax advisory field. They discuss the concept of the 'silver bullet' as a powerful persuasion technique, the evolving role of tax professionals in light of AI advancements, and the importance …
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ACA Sticker Shock, Student Loan Chaos, and AI in Space – Episode 166
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37:10In this episode of The Liquidity Event, AJ and Shane regroup after a failed recording attempt and dive straight into Thanksgiving chaos, rising ACA premiums, and the political fight over healthcare subsidies. Shane shares his 35% insurance shock while AJ breaks down what subsidy cuts mean for millions of Americans. They also explore the push to pri…
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Mastering the Odds: Probability Hacking, AI, and Building a Future-Proof Life
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33:40What if your success isn’t about luck — but math? In this episode, Jack sits down with Kyle Austin Young, author of Success Is a Numbers Game, to break down how probability, intentional planning, and strategic pessimism can radically transform your business, career, and investments. Kyle shares how two back-to-back layoffs pushed him into fractiona…
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Estate Plans, Shrimp Inflation, and California's Billionaire Grab – Episode 165
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32:27In this episode of The Liquidity Event, AJ and Shane recap Brooklyn FI's estate planning party at Clover Club, complete with notaries, crystal balls, and millennials confronting wills, pets, and chosen family. They also cover the latest economic confusion including layoffs, tariffs, AI fears, the Shrimp Cocktail Index, and California's proposed bil…
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The Shift In AI From Curiosity to Competence
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22:26AI is no longer a novelty—it’s a normal part of how millions of people gather insight, solve problems, and make decisions. In this episode of The FutureProof Advisor, I explore what it means when 800 million users interact with AI weekly—not just for efficiency, but for guidance. The tools are evolving, yes—but so are client expectations. This mome…
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74 - The 831(b) Wake-Up Call: What Advisors Are Missing in Risk Management
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33:04In this episode, Dr. Jackie Meyer, CPA and Vardan Pogosian, CPA explore the effective investment strategies and the significant tax savings that can be achieved through careful financial and risk planning with captive insurance as a tax planning strategy and protection vehicle. They discuss the potential growth of investments over time, emphasizing…
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Episode 164 – 50-Year Mortgages, Housing Market Woes, and the AI Spending Bubble
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33:24In this episode of The Liquidity Event, AJ and Shane cover everything from shattered mirrors to shattered housing markets. AJ shares an update on her book deadline and upcoming Thanksgiving travel while Shane recounts a chaotic morning involving a Roomba and a broken mirror. The duo unpack the hidden tax pitfalls of S-Corps in New York City, debate…
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The Value Paradox: Why More Services Don't Mean More Value
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23:32Some clients don’t leave because of performance—they leave because they never felt truly understood. In this episode of The FutureProof Advisor, I explore why emotional connection—not technical brilliance—is what drives long-term loyalty. We often assume that adding more services means adding more value, but research (and experience) shows that cli…
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Scam-Proof Your Brain (Part 2): Digital Scams
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11:50In Part 2 of our "Scam-Proof Your Brain" series, we examine three digital scams that disproportionately affect teens: online shopping fraud, imposter scams, and cryptocurrency investment schemes. Mahima explores the phenomenon of perceived financial success in cryptocurrency, highlighting how social media influences investment behaviors and contrib…
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Value Investing, Gold, and the Future of Real Assets with Whitney George
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31:44Whitney George, CEO of Sprott Inc. and one of the most respected names in value investing and the metals sector, joins David Marcus for a wide-ranging discussion on markets, cycles, and conviction. Whitney reflects on his path from Royce & Associates, where he helped build a $40B small-cap platform, to his leadership at Sprott, where he’s steering …
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#55 Mercado Imobiliário Português em 2025
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41:13Neste episódio Vítor Mário Ribeiro, Henrique Amaral Dias e José Carlos Tomás falam sobre o que os investidores particulares precisam de saber sobre o mercado imobiliário português em 2025. A conversa centra-se no contexto económico, nos segmentos de investimento, nas dinâmicas demográficas, nas políticas públicas e na rentabilidade. Este episódio f…
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NASCAR Lawsuits, Billionaire Taxes, and AI Power Plays – Episode 163
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40:10In this post–Election Week episode of The Liquidity Event, AJ and Shane dive into New York City's new mayor, former rapper Zohran Mamdani, and what his win could mean for taxes, wages, and city life. AJ shares her marathon weekend adventures and Halloween highlights, while Shane talks about biking through Manhattan gridlock, watching Tame Impala, a…
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Meanings, Values, and Goals: What Purpose Really Is
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21:27
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21:27Purpose is something we talk about often—but rarely define well. In this episode of The FutureProof Advisor, I explore the difference between goals, values, meaning, and purpose—and why getting clear on those distinctions matters more now than ever. Purpose isn’t a box to check or a milestone to hit. It’s a narrative in motion—woven from past exper…
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Scam-Proof Your Brain (Part 1): Scholarship & Job Scams
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10:54In Part 1 of our "Scam-Proof Your Brain" series, Mahima examine's fake scholarship and job scams - two of the most common frauds targeting teens. Discover how scammers exploit scarcity and urgency manipulation to bypass critical thinking, and learn why optimism bias makes even smart people vulnerable. This episode references peer-reviewed research …
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73 - How to 5x Your Charitable Giving Strategy with Charitable Gift Financing
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33:45In this conversation, Dr. Jackie Meyer and Aleksander Dyo, Founder of Wealth Excel, of discuss the intricacies of charitable gift financing, a strategy that allows high-income earners to maximize their charitable contributions while minimizing tax liabilities. They explore the mechanics of the grantor's trust, the ideal clients for this strategy, a…
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Episode 162 - Gambling Governors, Poker Scams, and The Louvre Heist
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34:19In this Halloween-week episode of The Liquidity Event, AJ and Shane gamble their way through Atlantic City stories, poker scandals, and billionaire luck. AJ checks in from self-imposed exile at the Jersey Shore to finish her book (and avoid the casinos), while Shane shares his thoughts on gambling's strange evolution from high stakes to digital dop…
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We’re often told that trust is built through flawless execution and airtight planning—but what if that’s not the full story? In this episode of The FutureProof Advisor, I challenge the industry’s instinct to perfect every process before presenting it to clients. Instead, I explore how adopting the MVP mindset—borrowed from the world of tech—can hel…
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David Marcus sits down with legendary Silicon Valley venture capitalist Tim Draper — founder of Draper Fisher Jurvetson, Draper Associates, and Draper University. Tim has backed some of the world’s most transformative companies including Baidu, Tesla, Skype, SpaceX, Twitch, Hotmail, Robinhood, and Coinbase, and was an early, vocal advocate of Bitco…
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Teen Finance 101: A Real Conversation With a Financial Advisor
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29:37In this episode, Mahima interviews financial advisor Nicolle Willson, of Team Hewins, who shares her journey and insights into financial planning. They discuss the role of a financial advisor, the importance of early financial habits, and practical money management tips for young adults. The conversation also touches on the future of personal finan…
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Learn By Doing: How Advisors Grow Through Action
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26:31We often confuse preparation with progress. But in a profession built on precision, that mindset can quietly stall innovation. In this episode of The FutureProof Advisor, I explore why the advisors and firms that thrive aren’t the ones who wait for perfect clarity—they’re the ones who learn through action. Because, as I share in the conversation, “…
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72 - You’re Not Too Rich for a Backdoor Roth: The Legal Tax Hack the IRS Actually Wants You to Use
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36:55In this episode, Dr. Jackie Meyer and Acen Hansen discuss the intricacies of the Backdoor Roth IRA and the Mega Backdoor Roth strategy, emphasizing the importance of tax-free growth for wealth accumulation. They explore common misconceptions about Roth IRAs, the mechanics of contributions and conversions, and the significance of legacy planning. Th…
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Beyond Wall Street: Real Estate, Oil & Gas, and the Future of AI Investing
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27:29In this episode of The Alternative Investor Mastermind, host Jack Krupey sits down with Dave Wolcott, Founder & CEO of Pantheon Investments, to explore what it really takes to build holistic wealth — beyond Wall Street. From oil & gas investing and AI-driven tax strategies to the launch of Pantheon’s Wealth OS platform, Dave reveals how the ultra-w…
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Episode 161 - Nobel Winners Off the Grid, Italy's Billionaire Tax Haven, and Reddit's $750K Question
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33:31In this episode of The Liquidity Event, Shane and guest host Ed Z cover everything from Nobel laureates disappearing into the woods to Italy's flat-tax paradise for the ultra-rich. They unpack why more working-class Americans are turning to the stock market, debate whether democratized investing is empowerment or gambling, and answer a listener que…
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Purpose, Trust, & Tech: The Future-Proof Advisor's Playbook
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20:16AI isn’t replacing advisors—it’s rewriting the rules of how value is delivered. In this episode of The FutureProof Advisor, I unpack three recent developments shaping the future of wealth management: the rise of “generative engine optimization” as AI tools begin replacing traditional search, the quiet release of GPT-5 and what that signals about in…
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Your Health, Your Wealth: Green Smoothies and Smart Spending
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10:58This episode explores the financial aspects of wellness, discussing why healthy living can feel expensive and how to make smarter financial choices around food and fitness. Mahima highlights the growth of the wellness economy, factors contributing to high prices, and offers global examples of affordable health solutions. The episode concludes with …
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Action Breeds Insight: Rethinking How We Innovate
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29:10Wealth management firms often pride themselves on planning—but in a world moving this fast, waiting for clarity can be more dangerous than acting without it. The truth is, execution isn’t what follows strategy—it’s what reveals it. In this episode of The FutureProof Advisor, I explore why firms that learn to move forward without perfect conditions …
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Tune in to hear: What mindset differences does Brad notice between advisors who are barely getting by and the ones who are 2-4xing their business? Why is focusing on talent acquisition and having a convincing growth story such an important part of growing your business? What is the baseline mindset that Brad often has to move advisors away from to …
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Episode 159 - IPOs Are Back, Hamburger Helper Economics, and $800 Credit Cards
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30:24In this episode of The Liquidity Event, AJ and Shane cover everything from IPOs making a comeback to Hamburger Helper as a recession indicator. They dive into venture-backed companies finally going public, debate whether Hamburger Helper sales say more about wallets or Ozempic, and unpack why America's biggest companies can't quite explain the upsi…
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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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Your Health, Your Wealth: The Teen Guide to Health Insurance
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11:47Are you a teen / young adult? Heading to college in a few years? Starting a new job? Traveling out of your country for vacation or study abroad program? If you answered yes to any of these - this episode is for you. Learn the basics of health insurance, including key terms like premiums, deductibles, and copays. Explore different health insurance m…
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Finding the Right Lender: A Conversation with Cirrus Capital’s Jacob Gonzalez
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22:55In this episode of Partnering to Create Wealth, David Marcus speaks with Jacob Gonzalez, co-founder and Head of Debt Capital Markets at Cirrus Capital Partners. Jacob shares his journey from Cornell to investment banking, private equity, and now building Cirrus Capital alongside his partner, Ryan Ridgeway. Together, they’ve carved out a niche worki…
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The Optimization Paradox: Why More Money Doesn't Mean More Freedom
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26:23Financial freedom isn’t just about having enough—it’s about knowing what “enough” means. That’s the shift happening across the wealth management industry, and it’s the reason I launched a nine-month national study on the future of advice. The findings make one thing clear: despite having financial plans in place, many affluent clients still feel an…
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From Sneaker Reselling to VC: Ishan’s Guide to Investing, Startups & Financial Literacy
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36:29In this episode of My Two Cents, Mahima speaks with Ishan, a consultant and venture capitalist, about his journey into finance and investing. Ishan shares insights from his experience, myths surrounding quick wealth in investing and practical advice for young entrepreneurs. The conversation highlights the significance of understanding money managem…
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Future Proof Recap, AI Debt Payoff, and Lottery Woes - Episode 158
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31:43In this episode of The Liquidity Event, AJ and Shane return from the Future Proof Wealth Management Festival with stories of Weezer, Bush, and the perils of leaving conferences too early. They dig into a New York Times article about using ChatGPT to tackle credit card debt, from spreadsheets to selling watermelons, and debate whether AI is democrat…
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Curiosity Driven Leadership: Ritik Malhotra on Building Lasting Business
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39:33Technology gets a lot of attention—but it’s not the story. The real story is how innovation, when paired with emotional intelligence and intentional design, can elevate the human advisor-client relationship rather than threaten it. In this episode of The FutureProof Advisor, I talk with Ritik Malhotra, founder and CEO of Savvy Wealth, about what it…
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ROI of Adulting: Turning Student Loans into Asset Ownership
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39:43Mahima sits down with Ruhi, a young dentist who just bought her own practice. They dive into things we all need to deal with - credit scores, saving vs. spending, and how to start investing. Ruhi keeps it real about the trade-offs, the wins, and the lessons she wishes she learned earlier.By Mahima
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Inside the World of Family Office Direct Investing with François de Visscher
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31:10François de Visscher, co-founder and Executive Chairman of FODIS, joins me to discuss how family offices approach direct investing. We cover the opportunities and challenges families face, how to avoid common pitfalls, and the keys to sustaining wealth across generations. In this episode of Partnering to Create Wealth, François shares lessons from …
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Most advisors assume that affluent clients are confident, clear, and financially fulfilled. But after months of national research, I’ve uncovered something else entirely: a quiet crisis beneath the surface—one defined not by returns, but by disconnection, emotional uncertainty, and a lack of purpose-aligned planning. In this episode of The FuturePr…
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AI Stethoscopes, Taylor & Travis, and the $600K Tax Question - Episode 157
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35:04In this episode of The Liquidity Event, Shane (aka Delta Juan Enjoyer) joins Ally to unpack Taylor Swift and Travis Kelsey's engagement and why it's a perfect case study in prenups. They explore the promise (and hype) of an AI-powered stethoscope, debate private equity's push into 401(k)s, and tackle a listener question about selling real estate wi…
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AI, Portals, and Personalization: The Future of Client Experience
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40:03Technology is changing fast—but the firms that thrive will be the ones that keep people at the center of everything they build. I had a great conversation with Patrick Parker, Founder of Fynancial, about how human-centered design, data structure, and digital agents are reshaping the future of wealth management. Patrick brings a unique perspective—r…
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AI, Money, and Modern Dating - Episode 156
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35:11In this episode of The Liquidity Event, AJ and Shane dive into how they're using AI in everyday life, from food tracking to coding help, before tackling bigger questions about money, dating, and the future of work. They unpack OpenAI's bold claim that AGI could make money obsolete, break down the latest IRS updates—including changes to Qualified Sm…
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