This is Moneywise, a podcast where hosts Sam Parr and Harry Morton are joined by high-net-worth guests to explore exclusive insights into personal finance and lifestyle tailored for other high-net-worth people, or those on their way. They'll get radically transparent about the numbers, revealing things like their burn rates, portfolios, and spending habits. This podcast was made for the Hampton community, a private, highly-vetted, peer membership community for founders and CEOs of fast-growi ...
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High Net Worth Podcasts
Helping high net worth families to build, protect and transfer long term wealth in the challenging times that we are living through.
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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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Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
Walkner Condon Financial Advisors
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In a world full of financial information – and misinformation – what do you believe and incorporate into your life, and what do you throw away? As an independent, fee-only financial advisor, one of our founding pillars is education. Through accessible, transparent communication, we help filter out the noise for our clients to allow them to focus on their financial future. The goal of our podcast, Gimme Some Truth, is no different. From the corner of Monroe St. in Madison, WI, we cover the in ...
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The Wealth Enterprise Briefing highlights the latest trends in investment strategies for ultra-high-net-worth families. Join host Michael Zeuner, Managing Partner at WE Family Offices for interviews with industry experts about financial news and investment topics impacting enterprising families.
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Your exclusive podcast for exceptionally accomplished people who want to grow knowledge and resources. Ultra High Net Worth Podcast is a global community of the most successful and their insights. We want our families to flourish, collaborate and create a better world for all. This podcast is a trusted resource to learn from each other, navigate the most important global issues, find life changing opportunities. Providing very busy people and families the voice of value while inspiring others.
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Welcome to the PRMA Risk Ready podcast, the show for Risk Management Professionals in the High Net Worth Space.
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Welcome to the Breakthru Podcast – I’m J.Paul Fridenmaker and I am amazed by all you folks who do fundraising, inviting generous people to resource causes all over the world. In the Breakthru Podcast, we interview high net worth givers globally to listen and learn about how we, as fundraisers, can do our best work in inviting people to the party.
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Florida’s Wealthy Divorces: Complex Cases, Expert Advice is a podcast that delves into the intricacies of high net worth and high conflict divorces, offering expert insights from top legal professionals. Hosted by Kevin Rosenquist with renowned divorce attorney Stacy Beaulieu-Fawcett, each episode unpacks the unique challenges faced by affluent families during divorce proceedings. From navigating complex financial portfolios and business valuations to addressing emotional hurdles and custody ...
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Want to learn how to pay less in taxes, build financial freedom and live as a true global citizen? The Nomad Capitalist Podcast teaches entrepreneurs and high-net-worth individuals how to reduce tax legally by using flag theory, offshore banking and asset protection strategies. The podcast breaks down tax reduction strategies, second-passport options and global investing playbooks that keep more money in your pocket. Discover step-by-step tactics for how to lower taxes, secure offshore bank ...
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What if you could serve fewer but wealthier clients, do it faster than you ever thought possible, and build an amazing life of significance for yourself and the people you care about most? Our powerful combination of up-to-date research and field-tested, proven action steps is possible because of what each of us brings to the table. CEG Insights has been conducting research into high-net-worth investors and financial advisors for more than 30 years. CEG Worldwide, meanwhile, is the leading c ...
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Our Family Office is proud to announce the launch of the Our Family Office Podcast. Throughout the course of the inaugural season, host Adam Fisch speaks to various guests from across our firm, offering insights into the areas of focus for an integrated family office, and the ways that a Shared Family Office™ can help Canada’s wealthiest families.
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If you are a high-net-worth individual (HNWI), it’s important to work with financial experts with deep training and experience in portfolio management.
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Your home is your sanctuary... until it isn’t. One staffing misstep, one missed repair, one crossed boundary, and the calm of luxury living begins to unravel. Dear Billionaire is the podcast for high-net-worth homeowners, estate managers, and private service professionals who crave not just beauty, but balance and the systems to sustain it. Hosted by estate management expert Kelly Fore Dixon, each episode pulls back the curtain on what it really takes to achieve billionaire-level success by ...
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Hosted by Harrison Quinn, CFP®, CEO and founder of HDQ Wealth, this podcast is designed to help businesses, founders, high-net-worth families, and specialty professionals take control of their financial freedom. Each episode, Harrison will dive into critical topics like investment management, tax planning, insurance strategies, estate planning, and more. Tune in for practical insights, helpful resources, and strategies to live a wealthy life. Subscribe and never miss an episode! For more inf ...
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⚡ Lightspeed Investing ⚡ Welcome to Lightspeed Investing, the 🎧 podcast 🎙️ where the worlds of investing, business, and entrepreneurship converge with the precision and expertise of medical professionals turned investment specialists. For the past 15 years, our team has been dedicated to transforming small amounts of capital into substantial returns through strategic trading in the commodities markets. 🤝 Join us as we share insights from our three core divisions: 🌟 Money Management for High ...
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Hosted by Jeffrey Shaw, author of Sell to the Rich and renowned portrait photographer turned luxury brand strategist, Selling Luxury explores the complex behavior and nuanced mindset of selling to affluent clients. With more than 40 years of firsthand experience serving ultra-high-net-worth individuals, now advising brands that do the same, Jeffrey and his guests reveal what truly motivates luxury buyers, what they value today, how to create unforgettable client experiences, and the strategi ...
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Join Brett Hina and Dan Lesneski, seasoned Private Wealth Advisors from Cornerstone Private Wealth, as they answer your most pressing questions about today’s markets. With decades of combined experience serving high-net-worth clients, business owners, and retirees, Brett and Dan provide clear, insightful guidance tailored to help you achieve your unique financial goals. Each month, they unpack current market trends, share expert insights, and bring in top financial minds for interviews to gi ...
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Welcome to the Knowing What Counts Podcast, your go-to resource for expert financial guidance tailored to high-net-worth individuals and thriving businesses. Hosted by the experienced professionals at MP CPAs, this podcast dives deep into strategies that help you protect, optimize, and grow your wealth. From tax planning and wealth management to business strategy and financial decision-making, we bring you the tools and insights to navigate your financial journey with confidence. Tune in and ...
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Podcasts from the world’s leading mortgage broker for prominent, high profile, high net worth individuals. Whether you are purchasing a high value primary residence, holiday home or buy-to-let property, it isn’t easy to secure the best high value mortgage without expert help. More than anything, you don’t want your dream property to slip through your fingers while you navigate the market alone. In the case of foreign currency mortgages, they can be taken out on both overseas and UK property ...
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For Better, Worse, or Divorce is a podcast where we discuss all matters relating to family law. When it comes to family law litigation, your hosts Brian Walters and Jake Gilbreath of Walters Gilbreath, PLLC have a reputation of being fierce and effective. Walters Gilbreath, PLLC represents clients in cases involving a broad range of issues, including high net-worth property litigation, business valuation issues, parental alienation, jury trials, complex property division, and contested custo ...
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Welcome to The Affluent Buyer Script, the go-to podcast for owners of high-end outdoor product and service businesses ready to attract affluent homeowners and turn leads into luxury-level sales. Whether you’re in landscape design, landscaping, pool installation, outdoor kitchens, luxury patio furniture, landscape lighting, custom pergolas, outdoor media systems, or even copper gutter fabrication—this podcast is for you. Each week, Katy Doss, founder of Script Marketing, shares actionable, pr ...
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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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The Money RX Podcast: Best Practices for Physicians. Dave Jesiolowski and Josh Taffer, CEPA, of Journey Wealth, navigate the complex financial landscape for doctors. Every episode, they take complicated topics like corporate structures for private practice or high net worth investment strategies and simplify them to provide clear, actionable solutions to minimize taxes, mitigate risk, and maximize your wealth, empowering you to take control and live life on your terms. Investment advisory se ...
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When your future is on the line, making the right decision can feel impossible—especially when emotions are high, the stakes are huge, and the pressure is real. Enter Karen Covy, a nationally recognized divorce coach, lawyer, mediator, and decision strategist with over 30 years of experience, Karen helps high-achieving professionals navigate life's toughest crossroads with clarity and confidence. Each week on Off the Fence, Karen sits down with thought leaders, industry experts, and people w ...
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Welcome to the Conkers3 page. The home of the Conkers’ Corner podcasts, Twin Petes Investing podcasts and so much more. The podcasts are set out to enhance the awareness of new investors, experienced investors, high net worth individuals (HNWI), Independent Financial Advisers and life long students of the financial markets. This will be done through insightful interviews and podcasts published on a regular basis. If you’re aiming to achieve a financial goal then these podcasts will have wort ...
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PROPERTY WEALTH - TRANSFORM CHALLENGES INTO OPPORTUNITIES With Specialist Knowledge and Reach London Property is a digital marketplace that aims to address inefficiencies and complexity in the London real estate market. The company provides informative and educational content from industry leaders through podcasts and videos, with new content released weekly. The platform covers various aspects of the real estate experience, including buying and selling, finance, law, tax, construction, desi ...
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Founder & CEO of THE BALANCE RehabClinic | Book Author & Podcast Host of "Living a Life in Balance" | Global Expert in Mental Health & Wellbeing I lead one of the world’s most exclusive mental health and addiction treatment brands, helping global leaders, creatives, and high-net-worth individuals find deep healing and personal transformation. Through my podcast, I explore the intersection of psychology, purpose, and wellbeing. This Podcast is dedicated to meaningful conversations about menta ...
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How can wealthy investors make better investments and wiser financial decisions? On this podcast we look at the big investment trends, how to allocate private wealth, tools for multi-generational planning, philanthropy and a range of other issues unique to high net worth families. We interview leading investment managers, high net worth individuals and private wealth advisors. Brought to you by Goldrock Capital, a multi-family office.
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Financial and retirement guidance San Diego‘s John Iammarino of Securus Financial and Thomas O‘Connell of International Financial Advisory Group, Inc. in Rockaway, New Jersey. John is a veteran of the financial services industry, a Certified Medicaid Planner, and a National Social Security Advisor. He founded Securus Financial to help retirees and soon-to-be retirees ensure that their retirements provide them with financial peace of mind and the security they need to enjoy their golden years ...
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Insightful discussions with industry experts on the financial and personal sides of wealth for high net worth individuals and family offices
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Being a CRE Agent and Building Passive Wealth at the same time used to be complicated. NOT ANYMORE WITH eXp COMMERCIAL! Learn how eXp Commercial is the Netflix vs old Blockbuster type CRE brokerage model such as Marcus & Millichap, Cushman & Wakefield, JLL, CBRE, Keller Williams Commercial, & Sperry Van Ness. Start building wealth for yourself, your family, and your team (NETFLIX WAY) vs for the BIG corporation and old way of doing things (Blockbuster). Learn how eXp Commercial inspires more ...
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Distressed to Success is a podcast that discovers how savvy investors and entrepreneurs are profitably transforming underserved communities through strategic investment and innovative business models. Host Brian Seidensticker, Co-Founder of Last Best Partners, interviews local developers, business leaders, entrepreneurs, and investment professionals who have successfully brought private capital into distressed areas while generating sustainable returns. From Low Income Housing Tax Credits to ...
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The only podcast designed to help driven wedding professionals elevate your wedding business, travel to amazing locations, and double your revenue even if you don’t think this is possible…yet. Each week we talk to luxury wedding pros who have broken through & built a high-net-worth clientele. Together we share the strategies, success tips, and roadmap to follow. So you can build a lifestyle filled with powerful experiences, inspiring relationships, and long-lasting connections.
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It’s important to develop our earning ability. Every week, Christian, a long time entrepreneur, shares his knowledge and strategies that will increase your income. If you’re looking to learn about Rollups, M&A, LBOs, Funds, Private Equity, how to become a high or ultra high net worth individual, and to make 6+ figures per year without investing a lot of time and money, this is the podcast for you. Join Us at: www.fairmontrainmakers.com
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Welcome to ”Total Convexity,” a weekly financial podcast that caters to professional finance individuals, high-net-worth investors, family offices, and other sophisticated financial professionals. Join our hosts, hedge-fund manager Jim Wang and Henrik Neuhaus, as they explore the interconnected world of global macroeconomics, central banks, and capital markets.
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Australia's podcast for tax advisors to high net worth individuals, wealthy family groups and private clients. Join me, Vincent Licciardi, for Tax 'n' Lunch.
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The Adam Cobb Show is a safe space where we dive into the heart of what it means to live a balanced and fulfilling life. Join me, Adam Cobb a dad of three and my brother from another Al Smith also a dad of three as we explores the dynamic world of fitness, the journey to finding your center, and the ups and downs of fumbling through fatherhood. This show embraces the reality that as dads, we will fumble—it's inevitable. But it's in how we get up, surrender, and accept our imperfections that ...
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Welcome to Estate of Mind, a podcast series all about motivating, inspiring, and educating you in the art of selling luxury real estate. All real estate professionals, no matter how experienced, face challenges working in the upper tier. That's where The Institute for Luxury Home Marketing comes in. Our goal is to share the knowledge and experience of our guests, successful real estate professionals, coaches, Institute trainers, and other real estate experts working with high-net-worth indiv ...
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Jeremy Eveland is an experienced Business Attorney and Corporate Lawyer who is licensed to practice law in Utah and serves as General Counsel to businesses. He focuses on Estate Planning, Real Estate Law, Contract Law, Advertising, Business Succession, Intellectual Property, and Employer Law. He represents businesses and business owners and assists those with high net worth and real estate assets.
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Welcome to Planning Reimagined, a podcast by Robin Glen that gives you an exclusive peek into the wealth-building strategies of high-net-worth individuals. In every episode, we discuss the intricate world of securing wealth and creating a lasting legacy, exploring actionable strategies and insightful discussions to empower you on your journey.
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Millionaire University is on a mission to help you build wealth, achieve financial freedom, and create a business that supports the life you want. We reveal proven strategies for business growth, personal finance, and investing—teaching you how to increase your income, build passive revenue streams, and take control of your money. You will learn how to start and scale a business, make smarter financial decisions, and build lasting wealth—all while creating a life of impact and fulfillment. G ...
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Certified Luxury Builders highlights key industry trends and success strategies, real-life examples, simple processes, and timely results for luxury builders and remodelers. It includes case studies of builders who successfully increased their best-fit client base by 200% through strategic marketing and lead generation efforts and builders who increased their NET PROFITS from 5% to 12%+. CLB's Podcast offers information in many forms including a newsletter which provides timely industry upda ...
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Hi everyone! Blessed to be debt free and a high net worth individual so I want to share information about budgeting, money, and debt. Great for people who are looking to learn how to make their dollars and cents stack up instead of slip out!
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Giving Insights® is the monthly podcast series produced by Strategic Philanthropy, Ltd. Every month the series will address important issues facing our communities and the world. There will be conversations with thought leaders and change-makers who explore what is happening post-Pandemic and what the challenges and opportunities for philanthropy and for all of us are as we navigate a changing landscape. Strategic Philanthropy, Ltd, is a global philanthropic advisory firm helping high net wo ...
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The more you can learn to think like a wealth advisor, the more confidence you’ll have in your personal financial strategy. From building generational wealth and investing to succession planning and estate planning, hear how experienced wealth advisors approach the big financial questions we all face in our lives. Each episode of Regions Wealth Podcast features a new challenge and fresh insights from a wealth management professional. Regions Bank, Member FDIC, Equal Housing Lender
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: Selling the Marital Home in a High-Net-Worth Florida Divorce with Realtor Sherry Hanlon
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Episode Summary: In this episode, attorney Stacy Beaulieu-Fawcett is joined by real estate expert Sheri Hanlon to unpack the unique challenges of selling property during high-net-worth and high-conflict divorces in Florida. They discuss common pitfalls in divorce-related real estate sales, the importance of neutrality from agents, protecting parent…
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Protecting What Matters Most: Cybersecurity Strategies for High-Net-Worth Families – Episode 50
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What really works these days with moving upmarket and serving high-net-worth clients is positioning yourself as an advocate to meet all of their wealth management and financial needs. And one of the most important issues that individuals are facing today is cybersecurity. Cybercrime losses hit $16.6 billion in 2024. That’s up six-fold in just five …
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"If you still have a marketing team you're insane!" with Ziggy Kormandel
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You need to hear what AI expert Ziggy Kormandel says about the future in an AI world. A few spoilers: “What took $1 million and three years we can now do in 2 months”. “School is obsolete. The model is flawed, the gig is up!”. “Privacy is dead. Live like there’s always a camera on you.” “Our grandchildren will marry AI robots!” Ziggy is president o…
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Is the S&P 500 Really Diversified? The Hidden Risks Investors Ignore
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In this episode of Gimme Some Truth, hosts Clint Walkner and Syl Michelin take a closer look at the S&P 500 index, separating fact from fiction. Many investors assume the S&P 500 is broadly diversified and a true reflection of the U.S. economy—but the reality is more complex. We break down the history and performance of the S&P 500, uncover the tru…
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The Changing Face of London’s Property Market - Shifting Foundations
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Send us a text London’s property market is at a crossroads. From accidental landlords holding out for better sales prices, to affordability hitting crisis levels, regulators rewriting mortgage rules, and investors betting big on South Bank offices — the city’s real estate story is shifting fast. Join us as we unpack the forces reshaping London prop…
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Spotlight: Specialty Tax Planning For HNW Clients – Episode 51
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The ultra-affluent sometimes need advanced tax mitigation and estate planning. Wealth managers having that expertise at the ready can be hugely important to helping both that client and your own bottom line. At CEG Worldwide, we work with Roger Silk at Sterling Foundation Management as part of our Virtual Family Office Network of highly specialized…
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The 5 Emotional Factors That Drive High-Ticket Buying Decisions
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People don’t drop $150K on a backyard renovation because it works on paper. They do it because it feels like the right decision—and then they justify it later. In this episode of The Affluent Buyer Script, Katy Doss breaks down the five emotional drivers that move affluent homeowners from “that’s nice” to “where do I sign?” We’ll explore: Why emoti…
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All-In-One Podcast Editing Software and Tips for Beginners to Pros | Colin Gray
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#599 Want to launch a podcast that actually grows your business? In this episode, host Brien Gearin sits down with Colin Gray, founder of Alitu and The Podcast Host, to unpack his journey from university lecturer to running one of the largest podcasting education platforms and SaaS tools in the space. Colin shares how he built his audience, pivoted…
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How UAE Family Foundations Can Eliminate Corporate Tax
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The UAE’s foundation regime is one of the most powerful tools for wealth planning in the world, but thanks to the corporate tax law, many families are using it the wrong way and exposing themselves to unnecessary tax. In this episode of Wealth Uncensored, Jimmy Sexton, founder of Esquire Group, explains how UAE foundations are by default treated as…
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I Chose Fun Over Profit…. And I Regret It
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Thinking about selling your company? 24 founders told us what really happens after the wire hits. — https://www.joinhampton.com/exit-report Jordan Schlipf spent a decade building companies optimized for fun, freedom, and friendships. But with years of hindsight, he wonders if he left too much money on the table. Here’s what we talk about: Why Jorda…
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Pitch Perfect. How to Make Selling Your Product and Services Feel Easy | Lisa Fernandez (MU Classic)
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#598 Does pitching your services feel overwhelming? You’re not alone! In this episode hosted by Kirsten Tyrrel, copywriting expert Lisa Fernandez shares her holistic approach to pitching with confidence and authenticity. From navigating career uncertainty to building a thriving freelance business, Lisa reveals how trusting your instincts, embracing…
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The Dominican Republic’s Little-Known 0% Tax Strategy 🇩🇴
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Become a Client: https://nomadcapitalist.com/apply/ Get our free Weekly Rundown newsletter and be the first to hear about breaking news and offers: https://nomadcapitalist.com/email Join us for the next Nomad Capitalist Live event: https://nomadcapitalist.com/live/ What do we all know about the Dominican Republic? The weather is great, they have a …
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Launch Your Voice Acting Career With These Tips From an Industry Pro | Paul Schmidt
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#597 Ever wondered if you could turn your voice into a six-figure business? In this episode, host Kirsten Tyrrel sits down with veteran voice actor and coach Paul Schmidt to unpack how he built a thriving six-figure career in voiceover. Paul shares his journey from radio to freelancing, why direct client outreach beats waiting on agents or casting …
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Ep.35 — Season Finale: "Come Home." | The Adam Cobb Show
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Welcome to the Adam Cobb Show - going beyond the highlight reel, into the human story! Today, we wrap up the season with one final episode at the Lab, while sharing a new project on the horizon… Join us on all our platforms: https://www.instagram.com/adamcobbshow/ https://www.tiktok.com/@adamcobbshow?_t=8pR1UznVvaM&_r=1 The Adam Cobb Show is a safe…
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The New Way to Explode Your Network and Your Net Worth | Travis Chappell (MU Classic)
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#596 Want to know the ultimate networking hack that can skyrocket your business and open doors you never thought possible? In this episode, host Brien Gearin sits down with networking and personal development expert Travis Chappell, founder of Guestio and host of Travis Makes Money. Travis shares his journey from aspiring pastor to door-to-door sal…
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Living in a Divided Country: When Politics Split the Nation in Two
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Become a Client: https://nomadcapitalist.com/apply/ Get our free Weekly Rundown newsletter and be the first to hear about breaking news and offers: https://nomadcapitalist.com/email Join us for the next Nomad Capitalist Live event: https://nomadcapitalist.com/live/ This week's weekly report comes to you from Nomad Capitalist Live 2025 in Kuala Lump…
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The Four C's of High Converting Videos | Kim Rittberg (MU Classic)
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#595 Hiding from the camera is hiding from your clients — so how do you show up with confidence and impact? In this episode hosted by Kirsten Tyrrel, we sit down with media powerhouse Kim Rittberg to dive deep into the power of video content. Kim shares her journey from TV producer to digital media strategist and reveals why visibility is the key t…
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Turning a Love of Homeschooling into a 7-Figure Business | Ally Adair-Chung (MU Classic)
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#594 Have you ever felt torn between public school and homeschooling but wished for more flexible options? In this episode hosted by Kirsten Tyrrel, Ally Adair-Chung shares how she turned her passion for education into a thriving multi-seven-figure business by creating homeschool hybrids and micro schools. She walks us through the journey of identi…
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(7m 4s) J.Paul's Major Gift Fundraising Guide - Introduction to 👻Spooky Season for Major Gift Fundraisers
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The written version will publish to the Breakthru Blog on 13 September 2025. (https://www.jpaulfridenmaker.com/blog) Follow J.Paul on LinkedIn, X, or BlueSky for daily pro tips and reflections on major gift fundraising. (http://linkedin.com/in/jpaulfridenmaker, https://x.com/jpaulfry, and https://bsky.app/profile/jpfry.bsky.social) Subscribe to The…
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Ep 84: From Setbacks to Scaling- Jack McColl’s Entrepreneurial Flight Path (part 1)
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🎙️ Episode 84 of the Lightspeed Investing Podcast is now live. This week I sat down with my good friend Jack McColl, a sharp entrepreneur from Utah who has built multiple businesses and carved his path through both success and failure. In part one, we dive into his early ventures, the lessons that shaped his mindset, and how access to capital becam…
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Dating, Loyalty & Controversy: Sadia Khan at Nomad Capitalist Live 2025
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Become a Client: https://nomadcapitalist.com/apply/ Get our free Weekly Rundown newsletter and be the first to hear about breaking news and offers: https://nomadcapitalist.com/email Join us for the next Nomad Capitalist Live event: https://nomadcapitalist.com/live/ From Nomad Capitalist Live 2025, Mr Henderson sits down with global relationship exp…
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The Money Threat That Ended My 33-Year Marriage
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Roxanne had listened to her husband's money threats for years, but when he mentioned creating trusts to cut her out, something inside her snapped. She filed for divorce the next day. Yet, after 33 years of marriage, leaving is still hard – in spite of the fact that her marriage has been over for years. Unfortunately, Roxanne’s husband refuses to ac…
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Reviewing Products for Money? The 3 Golden Rules You Should Never Ignore | Derek Hales
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#593 What happens when a frugal newlywed couple turns a mattress shopping headache into a multi-million dollar business? In this episode hosted by Kirsten Tyrrel, Derek Hales, founder of NapLab, shares how his side project reviewing mattresses exploded into a data-driven empire. He walks us through the early days of testing beds in his one-bedroom …
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The Playbook for Balancing Taxes, Retained Earnings, and Passive Income in Canada
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Ready 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 a Canadian business owner sitting on retained earnings but unsure how to invest them without losing half to taxes? You’ve worked hard to build a profitable corporation, but the momen…
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217: TWIN PETES INVESTING Podcast no.162: How to find winning investing compounders. 3i, Action, Experian, ICG Plc, Relx Legal & General Group, PRS Reit, GAW, AHT JDG, SFOR, Dividends, Private Equity ...
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The topics, stocks and shares mentions / discussed include: How to find winning investing compounders. 3i / III / Action Experian / EXPN ICG Plc / ICG Relx / REL Legal & General Group / LGEN Games Workshop / GAW Ashtead Group / AHT Judges Scientific / JDG PRS Reit / PRSR S4 Capital / SFOR Dividends Private Equity Assets Under Management / AUM Annua…
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Strategic Choices in Fixed Income for Long-Term Investors
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After several years of unusually high returns in money markets and short-term instruments, the environment for fixed income is shifting. In this episode of The Wealth Enterprise Briefing, Michael Zeuner is joined by Sam Sudame and Matt Farrell for a discussion on how investors should be thinking about fixed income portfolios in today's market. They…
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Invest in Real Estate using Tax Credits and Grants as Free Capital with Julio Gonzalez
29:43
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Love the show? Subscribe, rate, review, and share! Here’s How » Join the Expert CRE Community today: expertCREsecrets.com eXpert CRE Secrets Facebook eXpert CRE Secrets Youtube
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Build Brand Trust With Authentic Product Endorsements | Sharon Vinderine
45:21
45:21
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#592 What happens when a frustrated mom turns a bad product review experience into a nationally recognized consumer trust brand? In this episode, host Brien Gearin sits down with Sharon Vinderine, founder of Parent Tested Parent Approved (PTPA), to unpack how she built one of North America’s most respected consumer certification programs. Sharon sh…
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Systems That Save Your Business and Your Sanity | Jordan Gill (MU Classic)
54:14
54:14
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54:14
#591 Struggling to keep up with business demands without burning out? The right systems can save you! In this episode hosted by Kirsten Tyrrel, we’re diving into the world of systems, automation, and business efficiency with the incredible Jordan Gill, founder of Systems Saved Me. Jordan shares her journey from VIP days to micro tools and AI-powere…
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7 Second Residencies You Can Get Without Moving in 2025
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Become a Client: https://nomadcapitalist.com/apply/ Get our free Weekly Rundown newsletter and be the first to hear about breaking news and offers: https://nomadcapitalist.com/email Join us for the next Nomad Capitalist Live event: https://nomadcapitalist.com/live/ A Plan B often means getting a second passport or permanent residency in a neutral c…
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PRMA Insurance Thought Leaders Insight Series- Scott McCollum, Founder & Chief Solutions Officer at McRoof
30:41
30:41
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30:41
The PRMA Insurance Thought Leaders Insight Series with Spencer Houldin, alongside leading thought leaders in the industry, aims to examine the insurance terrain, identify solutions to navigating the bumpy roads, and provide a roadmap that guides risk management professionals in the right direction. In this episode our host, Spencer Houldin, Managin…
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Money After Divorce: What Every Woman Needs to Know
29:58
29:58
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When your financial world gets turned upside down, the last thing you want is to feel powerless. That’s why Lauren Connelly, a wealth advisor with over a decade of experience, devotes her career to helping women and families navigate major life transitions like divorce, retirement, and estate planning so that they have enough money after divorce to…
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Episode #124: Navigating Fatherhood and Divorce (Webinar Recording)
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In this episode, we share a recent virtual webinar regarding fatherhood and divorce. Led by two of the firm’s partners in our Dallas office, Ryan Segall and Andrew Speer, this webinar was intended to help fathers better understand their rights and maintain meaningful relationships with their children during and after divorce proceedings. If you wou…
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How Demanding Love Killed My Marriage | Stacey and Paul Martino (MU Classic)
1:18:29
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#590 Struggling with communication in your relationships? It's probably because you're demanding it. What if we told you that just one person has the power to change everything? In this episode, hosts Justin and Tara Williams sit down with relationship experts Paul and Stacey Martino to discuss the power of communication and how just one person can…
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How to Decide When (and When Not) to Use Leverage To Build Wealth in Canada
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Ready 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 Is leverage always the golden key to building wealth—or can it sometimes hold you back? Many entrepreneurs believe that using corporate or personal leverage is the ultimate strategy for unlo…
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S2 E2 - Raising Healthy Children in the Land of Wealth, Part 2 ft. Dr. Jim Grubman
26:44
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In Episode 2, host Adam Fisch sits down with Dr. James Grubman, an internationally recognized consultant to families of wealth, family enterprises, and the wealth advisory industry, for part 2 of their conversation. They discuss parenting with wealth (00:33), answering the most difficult question that kids ask about money (03:19), different perspec…
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Overcome Addiction Shame & Stigma: How to Thrive in Recovery and Prevent Relapse
1:39:07
1:39:07
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Send us a text In this deeply honest episode, Jacobo Cavestany, Relapse Prevention Therapist at The Balance, shares his personal journey through addiction, grief, and recovery. He speaks about the shame of hiding his struggles, the impact of losing his sister, and the spiral into depression that followed. Jacobo opens up about what it really means …
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Property Power Shifts: Law, Supply, Luxury & Tech
7:07
7:07
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Send us a text London’s property world is shifting on every front: Prenups are no longer just for the ultra-rich — young professionals are signing them as protection for future wealth. Housebuilding in London has almost collapsed, with new rules and red tape choking supply. Non-doms may be leaving, but branded residences are booming, attracting buy…
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Interest Expense Limitations: What Your Business Needs to Know About IRC 163J
10:53
10:53
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Send us a text The Interest Expense Dilemma: Breaking Down IRC 163j Limitations - Featuring: Estefania Cabrera, Senior Tax Associate Tax planning can make or break your business strategy, and nowhere is this more evident than with interest expense deductions. In this eye-opening episode of Knowing What Counts, Senior Tax Associate Estefania Cabrera…
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Gen X: The Hidden Buying Power of the Middle Child Generation
25:56
25:56
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Gen X may not be trending on TikTok, but they’re quietly driving one of the biggest spending waves in home improvement — and they’re wildly overlooked in most marketing strategies. In this episode of The Affluent Buyer Script, Katy Doss breaks down why Gen X is your secret weapon if you sell luxury outdoor products or services. We’ll talk about who…
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