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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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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Technology's daily show (formerly the Technology Brothers Podcast). Streaming live on X and YouTube from 11 - 2 PM PST Monday - Friday. Available on X, Apple, Spotify, and YouTube.
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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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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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Family wealth, legacy planning, and financial clarity for multi-generational families.
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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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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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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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“Legacy Planning, Once Removed,” hosted by Steve Murphy, former leader of the firm’s Private Wealth Services Practice Group, explores estate planning and provides steps for the management of wealth throughout life and upon death. Over the next 25 years, baby boomers will pass an unprecedented $68 trillion to beneficiaries and charities. The key challenge of legacy planning lies in how to use wealth to help the next generation be productive and independent. Podcast topics focus on beneficiary ...
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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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Welcome to the Wealthy Wellthy™ Life. We are committed to bringing you the very best research, hacks and world-renowned experts in money, health, and happiness. We want to change the world. Our intention is to create a movement that wakes you up to something more…to help you create extraordinary wealth and health…to live the Good Life.
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What Dewey Do? is a Financial Planning and Wealth Management podcast that introduces listeners to leaders in our community so they can plan for and live their best life! The WDD? Podcast is hosted by CEO/CIO of Great Lakes Wealth, Dewey D. Steffen! What Dewey Do? is a podcast by Great Lakes Wealth (www.greatlakeswealth.us), and executively produced by Wayne Media Group (https://www.waynemedia.com). Great Lakes Wealth, LLC is a Registered Investment Advisor. The information provided is solely ...
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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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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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Every week Jeff Vogan comments on the state of the market and economy as well as gives advice on retirement planning and wealth management.
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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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Host: Angeleen Harris Good Girlfriends Wealth Circle is the podcast where Black women come to talk about money in a way that feels safe, soulful, and empowering. Hosted by Financial Freedom Expert Angeleen Harris, each episode features inspiring conversations with women who are rewriting the rules of wealth and building legacies on their own terms. From eliminating debt to building businesses, breaking generational money trauma, and stepping into financial confidence, this circle is more tha ...
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Welcome to the "Wisdom for Wealth. For Life." podcast! Let’s bridge the gap between your faith and your finances. At Blue Trust, we apply biblical wisdom and technical expertise to help you make wise financial decisions. Our goal is to help you leave a lasting legacy. In this podcast, you will hear inspiring stories, practical tips, and encouragement from the Blue Trust family with special guests along the way. Learn more at www.BlueTrust.com. Trust and investment management accounts and ser ...
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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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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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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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Welcome to the exclusive Legaciii Unlocked Podcast, where money meets mastery. Entertaining weekly financial insights that inform, engage, and empower. No fluff, just bold moves to kill debt, stack wealth, and lock in your legacy.
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Denver-based wealth advisors Zachary Bouck, CIMA®, Blair Braden, CFP®, and Austyn Garcia, explore the habits and routines of millionaires. This show delves into the fundamentals of financial independence, touching on investing, long-term planning, tax strategies, insurance considerations, and wealth generation. Suitable for any level of investor, tune in to learn about addressing financial independence and creating a financial legacy. Securities offered through LPL Financial, Member FINRA/SI ...
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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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Estate Planning Strategies is a podcast dedicated to everything estate planning, including: wills, trusts, guardians, power of attorney, medical power of attorney, legacy, wealth creation, asset protection, estate taxes, generation skipping taxes, income taxes, charitable giving, charitable trusts, irrevocable trusts, revocable trusts, life insurance trusts, IRA trusts. If it's estate planning related, we'll be talking about it.
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To tackle all that life brings us, we need to have energy. Join Jacqueline Smith and Ryan Greigg every Tuesday as they break down Ben Kinney’s 15 Point Plan, which charts a path for being less stressed and more productive. If you want to be happier, healthier, and more energized, this podcast is for you. The 15 Point Plan is a proud member of the Win Make Give Podcast Network.
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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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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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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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The Whole Wealth Journey podcast, hosted by Jim Gebhardt and Matthew Grishman, offers a transformative approach to wealth and personal growth for entrepreneurs seeking Wealth With a Why™. Originally known as Financial Sobriety, the show evolved from Matthew's personal struggle with money and self-worth, to a comprehensive exploration of true wealth and human connection. The podcast now focuses on the concept of Whole Wealth, emphasizing that wealth is more than just financial assets—it's abo ...
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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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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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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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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 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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Welcome to the Four Seasons Podcast! Brought to you by B&H Wealth Strategies, proudly serving Northeast Tennessee and Southwest Virginia since 1966. Hosted by Jeff Bingham, President of B&H Wealth Strategies, this podcast is your guide through the ever-changing seasons of your financial journey. From practical strategies to grow your wealth to tips on protecting your hard-earned assets, we’re here to help you dream big, plan smart, and enjoy life to the fullest. Whether you’re just starting ...
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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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At Take Point Wealth Management, our mission is to simplify investing and give thoughtful, intelligent advice to people who want added financial peace. We do this by always striving to deliver the best possible investment counsel and the most exceptional personal service. Visit www.TakePointWealth.com to learn more.
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Join three former intelligence professionals as we discuss the trials and tribulations of the War in Afghanistan and its legacy.
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www.legacywealthadvantage.com Support this podcast: https://podcasters.spotify.com/pod/show/wealthishealthclub/support
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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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Wealth Beyond Riches: Building Prosperity With Purpose, Values, and Impact
Abbey Henderson, CFP®
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Welcome to Wealth Beyond Riches with Abbey Henderson, CFP®, CEO, Wealth Advisor and Coach at Abaris Financial Group. In this podcast, we help generous, fun, and passionate professionals overcome their biggest financial concerns while leveling up their lifestyles based on their values and vision. We do this by exploring 'The Five Levers,' which represent the diverse resources each person possesses throughout their lifetime. These levers encompass finances, health, mindset, relationships, and ...
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Comedian Paul Ollinger wants you to be happy but let’s not go crazy here, okay? In his new show, Reasonably Happy: the Skeptic’s Guide to Achievable Contentment (fka Crazy Money), Paul will help you find authentic fulfillment through candid conversations with comedians, authors, celebrities, and other remarkable guests who share their failures and foibles, anxiety and addiction, and their grand vision of life that keeps them pushing forward.
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David Hollander, The Sandman℠, helps his listeners sleep well at night because they know their assets are protected. Financial and investment services offered through Liberty Wealth Management & Liberty Group LLC.
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Welcome to the Capital Fit podcast, where we explore the fascinating intersection of sustainable investing, holistic health, and achieving a harmonious life balance. Join us as we delve into the minds of visionary business owners, daring entrepreneurs, risk-takers, and seasoned investment managers who have unlocked their True Wealth by prioritizing their True Health. Discover how aligning your financial goals with your overall well-being can enhance your life in immeasurable ways. After all, ...
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Every entrepreneur wants to leave a legacy. No matter what industry or if it's a big business or small business, the fundamentals remain the same. Join us every Sunday at 11am ET for casual conversations between entrepreneurs, hosted by multifamily real estate investor Tim Bratz. Tim Bratz is the Founder & CEO of Legacy Wealth Holdings, a leading real estate investment company. He focuses on vision-casting, marketing, & supporting his team of “A” players. He has built his company on integrit ...
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Welcome to Visionary Advisor, the podcast for forward-thinking wealth advisors who recognize that wealth management is evolving rapidly. The strategies that worked five years ago won’t be enough five years from now. This podcast is for advisors who want to stand out from the competition, win more HNW and UHNW clients, and grow both personally and professionally. Join us as we invite some of the most influential minds in the industry to share the ideas they believe advisors should be explorin ...
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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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288: IBC Legacy: Living Wealth Joins Ascendant Financial
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In this episode, Nate and Holly Poteet share the story of Living Wealth, their father Ray’s mission, and how Infinite Banking changes families for generations. With Ascendant Financial carrying the torch, the legacy of faith, family, and financial freedom continues. Discover how the Infinite Banking Concept helps keep wealth where it belongs, in th…
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From Concentration to Confidence: Three Lessons for Protecting Your Retirement
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Discover how Axio's tailored collaboration can elevate your financial future 👉 https://www.axiowm.com/what-we-do You’ve worked hard, saved diligently, and maybe built up more in company stock than you should. What happens if the stock you’ve relied on takes a dive right before you retire? In this episode, Rob shares the real-life story of a client …
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Abundance Is Your Birthright: Wealth, Legacy, and Liberation Inspired by Marqueta Harris
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Explore how abundance is a birthright, not a privilege, in this empowering episode inspired by Marqueta Harris. Discover the realities of wealth disparities facing Black women, the power of mindset shifts, and the importance of community in building generational wealth. Learn actionable steps to reject scarcity, embrace financial freedom, and turn …
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Estate Planning Essentials: Creating a Lasting Legacy Beyond the Will
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How do you prepare the next generation to inherit wealth responsibly? In this insightful episode, David Murdoch shares practical strategies for educating children about financial responsibility and creating appropriate structures for wealth transfer. From teaching kids the value of money in a digital world to establishing protective legal framework…
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Planning Intergenerational Wealth: How to Build a Lasting Legacy for Your Family
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How can you ensure your children and grandchildren are truly better off? In this episode, Kerry Fleming and Andrew Coleman explore the essentials of intergenerational wealth planning—from the pitfalls of poor preparation to the power of compounding, education, and family culture. Learn how to maximise your legacy, avoid common mistakes, and start t…
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The Real Estate Risk You Can’t See — and Why It Could Cost Your Legacy
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In this episode of The Family Wealth Blueprint Podcast, Penny shares Rachel’s story: a successful entrepreneur who built a real estate portfolio and finds herself navigating the complexities of divorce. On the surface, it looked like success. Underneath, the lack of coordination between her advisors, outdated estate documents, and absence of protec…
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Revving Up for "Iron Lilly” A Journey Beyond the Big Screen
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In a world that often confines women to the margins, Lilly Farrow emerged as a trailblazer, redefining the landscape of motorcycling and beyond. Set to be immortalized in the upcoming film "Iron Lilly," her story is not just a cinematic experience but a cultural movement. This narrative, soon to be brought to life as a major motion picture, promise…
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5 Reasons to Use a Big Law Firm. 🔥 Looking for estate planning help? We’re pros at it and would love to chat with you: https://cmslawfirm.com/estateplanning 🔥 Looking for probate help? We’re pros at that too. We’d love to chat with you: https://cmslawfirm.com/probate ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ABOUT CHRISTOPHER SMALL I founded CMS Law Firm with one …
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Replay - Mastering Success: The Power of Effective Practice Techniques
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Join Ben Kinney, Chad Hymes, and Bob Stewart as they dive into the essential trait of practice in winning. Discover how to master any craft through effective techniques, including controlling your environment, eliminating distractions, and visualizing success. Learn about the neuroscience of practice and its impact on performance. The guys discuss …
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Maximizing Your Net Worth With Strategic Salary, Dividends, and Investments
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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 accidentally draining the wealth-building power of your corporation by pulling out too much income? Many incorporated business owners follow the same personal finance rules as employ…
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Revocable Living Trusts Don’t Save on Income Taxes.
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Revocable Living Trusts Don’t Save on Income Taxes. 🔥 Looking for estate planning help? We’re pros at it and would love to chat with you: https://cmslawfirm.com/estateplanning 🔥 Looking for probate help? We’re pros at that too. We’d love to chat with you: https://cmslawfirm.com/probate ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ABOUT CHRISTOPHER SMALL I founded CMS…
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Apple Unveils iPhone 17 Lineup, OpenAI & Oracle's $300B Cloud Pact | Nico Rosberg, Josh Machiz, Nir Zicherman, Amjad Masad, Alex Mashrabov, Stefan Cohen, Rohan Kodialam, Timothy Luchini, Marc Boroditsky ...
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(04:11) - Apple Unveils iPhone 17 Lineup (40:36) - OpenAI & Oracle Strike $300B Cloud Pact (52:44) - Timeline Reactions (01:12:51) - Josh Machiz, recently appointed as Chief Marketing Officer at Lightspeed Venture Partners, brings a wealth of experience from his previous roles as Partner at Redpoint Ventures and Chief Digital Officer at Nasdaq. In …
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Why Smart People Still Make Money Mistakes - Episode 142
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Send us a text In today's episode I sit down with John Dinsmore, a marketing professor and author of The Marketing of Debt, to talk about why money choices can be so tricky. We share how even people who study finance still make mistakes, and how companies use smart tricks to get us to spend more than we should. We break down how credit cards, loans…
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Connecting Through Your Real Brand with Emily Soccorsy
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On this episode of the Phoenix Prosperity Podcast with Tim Fergestad, branding expert Emily Soccorsy shares how true connection happens when brands lead with authenticity. Emily is the co-founder of Root + River, a brand strategy and content firm that helps leaders uncover the soul of their brand and communicate it with clarity. Emily’s journey beg…
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Is the Property Market Slowing… or Quietly Booming?
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Global headlines may scream uncertainty, but Australia’s property market is telling a very different story. Despite the RBA’s recent rate cuts, many assume momentum has stalled, but smart investors know the real growth is happening quietly, behind the scenes. In this episode, we unpack the truth about current market trends, explore why opportunity …
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Tax Planning: From Compliance to Strategy with Marlene Amata
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Joining Tom today is Marlene Amata, a seasoned tax accountant, who shares about the evolution of tax planning and the importance of collaboration in financial services. Marlene shares her journey from disliking accounting to finding passion in helping clients navigate their financial lives. They discuss the concept of the Virtual Family Office (VFO…
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Trust This, Go Broke: The Gas Station Sushi Equivalent Of Retirement Planning
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We all know there are things in life you probably shouldn’t trust — like gas station sushi or an email from a Nigerian prince. But the same principle applies in retirement planning. Sometimes what looks safe, easy, or even “guaranteed” isn’t so trustworthy when you peel back the layers. Get in touch with Mike: 🌐 Website: https://legacybridgewealth.…
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Episode 160: Personal Planning. A Practical, Proven Process for Entrepreneurs.
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We would love to hear what you have to say about this episode. Please send us a text. This episode, the guys dive deep into the concept of 'Life 3.0,' an era post-business exit where entrepreneurs can create meaningful, fulfilling lives into what some may call retirement. They discuss the importance of personal planning alongside business and finan…
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When Protection Fails: Systemic Solutions for Black Women’s Safety Nets Inspired by Jamilla Henderson
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Explore the systemic challenges undermining Black women's safety nets in America, from mass workplace discrimination to the erosion of cultural and economic protections. Drawing on insights from leading advocates, this episode unpacks the urgent need for community-driven solutions, stronger policies, and collective responsibility to ensure Black wo…
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$35 Tractors, $15M Homes & the Secret to Getting Started
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From vintage tractors to post-war Tokyo — this episode of Rental Property News is packed with unexpected insights about legacy, resilience, and building long-term wealth through real estate.By Heather Anderson
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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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LIVE @ NYSE for Klarna IPO | Peter Tuchman, Sebastian Siemiatkowski, Lynn Martin, David Sandstrom, Mati Staniszewski, Andrew Reed, Markus Villig
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(00:00) - Peter Tuchman (17:44) - Sebastian Siemiatkowski (41:44) - David Sandstrom (52:32) - Mati Staniszewski (01:09:26) - Andrew Reed (01:21:55) - Markus Villig (01:43:05) - Lynn Martin TBPN.com is made possible by: Ramp - https://ramp.com Figma - https://figma.com Vanta - https://vanta.com Linear - https://linear.app Eight Sleep - https://eight…
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LIVE @ YC Demo Day | Nate Bosshard, Joshua Reeves, Joshua Browder, Burkay Gur, Theo Browne & MORE
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(00:00) - Nate Bosshard, founder of Offline Ventures and co-founder of Tonal, has a background in marketing leadership at companies like GoPro and The North Face. In the conversation, he reflects on his early entrepreneurial ventures, such as selling used records on eBay, and discusses the evolution of Y Combinator's Demo Day to a quarterly event. …
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Getting Approved Isn’t the Outcome, It’s the Beginning of the Journey | WealthWise Banking EP. 38
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Website: www.WealthWiseBanking.com LinkedIn: https://www.linkedin.com/company/wealthwise-banking Getting approved for a policy isn’t the finish line—it’s just the starting line. In this episode of Wealthwise Banking, Jason and Jeremy reveal why approval is only the green light, share real stories of missed opportunities, and explain how Infinite Ba…
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287: Five Years Practicing Infinite Banking with Gastil Brothers
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Brothers Garrett and Miles Gastil share their five-year journey practicing the Infinite Banking Concept. From using policies to grow a contracting business to securing family wealth, they reveal lessons on capitalization, control, and building equity. Discover why Infinite Banking is more than numbers, it’s about discipline, freedom, and creating a…
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Take The Great Wealth Heist Assessment Today!https://linktr.ee/kingdomroiWhat if legacy wasn’t what you leave behind—but what you set in motion?In this powerful episode of the Kingdom ROI Podcast, Chris sits down with Bill High, nationally recognized legacy consultant, author, and founder of LegacyStone.com. Together, they unpack how your family, y…
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What LP's Don't Understand About Institutional Money
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Most retail investors think they’re playing the same game as the ultra-wealthy — but they’re not. Family offices, which manage billions in generational wealth, invest with a mindset and playbook that the average investor rarely sees. In this episode of Wealth Unfiltered, host Samantha Parrinello sits down with Bob Fraser of Aspen Funds to pull back…
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An Impact Approach to AI and Entrepreneurship with Aram Chavez
41:59
41:59
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In this episode of the Phoenix Prosperity Podcast with Tim Fergestad, we sit down with Aram Chavez, Chairman of Morphos AI and lecturer at Arizona State University. Aram opens up about the highs and lows of entrepreneurship, the lessons learned from “crying into his pillow,” and how those challenges shaped his approach to business and leadership. A…
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Are South Dakota Trust Better than Other States?
0:58
0:58
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Are South Dakota Trust Better than Other States? 🔥 Looking for estate planning help? We’re pros at it and would love to chat with you: https://cmslawfirm.com/estateplanning 🔥 Looking for probate help? We’re pros at that too. We’d love to chat with you: https://cmslawfirm.com/probate ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ABOUT CHRISTOPHER SMALL I founded CMS La…
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The 8th wonder of the world. Compound interest - it built empires long before crypto made headlines. In this episode unpacks the timeless power of compounding from ancient money masters to modern moguls and shows you how to make it your unfair financial advantage. Follow on Instagram: @sovereignmorgan for more podcasts updates and content.…
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What happens when you mix grief, comedy, and a brutally honest take on life’s hardest moments? You get John Kenney’s new book, I See You’ve Called in Dead. In this episode, I (i.e., me–Paul–the host) sit down with John Kenney—award-winning author and longtime New Yorker contributor—for a candid and sometimes very funny conversation about writing, d…
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How Corporate Structure Can Unlock Flexibility and Tax Efficiency in Canada
29:10
29:10
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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 building wealth through real estate but worried your corporate structure might cost you flexibility—and thousands in taxes—down the road? Many investors think incorporating will solv…
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1
The Quantum Flow of Wealth: Money as Energy Inspired by Jameela Jackson
16:20
16:20
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16:20
Discover how reimagining money as energy can transform your approach to wealth and community empowerment. In this episode, we explore the principles of quantum economics, the impact of mindset on financial reality, and how building trust and relationships can unlock new pathways to abundance. Join us as we challenge traditional narratives and uncov…
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Cooling Job Openings, Falling Yields, and a Likely Fed Cut
6:25
6:25
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6:25
This week’s briefing covers a softer labor market, declining Treasury yields, and why the Fed is widely expected to cut rates on September 17. We dig into what fewer job openings could mean for growth, how lower borrowing costs may affect mortgages and corporate activity, and where crude oil might find support after recent weakness. We also preview…
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Do You Still Need Life Insurance in Retirement? Smart Strategies for RMDs, Taxes & Legacy Planning
38:16
38:16
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38:16
Life insurance isn’t just for when you’re working—it can be a powerful tool in retirement. In this episode of Protect Your Assets, host David Hollander, The Sandman, breaks down whether retirees should keep their life insurance policies, how required minimum distributions (RMDs) can be converted into tax-free wealth for heirs, and why today’s inter…
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Growth Through Resilience with Amy Looper
26:19
26:19
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26:19
In this episode, Tim sits down with Amy Looper, a high-performance resilience coach, to explore how adversity can become the catalyst for deep personal transformation. Amy shares her own powerful journey from burnout and chronic health challenges to a thriving coaching practice that helps high-achieving women build strength through struggle. Drawin…
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Don’t Make this Revocable Trust Mistake. 🔥 Looking for estate planning help? We’re pros at it and would love to chat with you: https://cmslawfirm.com/estateplanning 🔥 Looking for probate help? We’re pros at that too. We’d love to chat with you: https://cmslawfirm.com/probate ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ABOUT CHRISTOPHER SMALL I founded CMS Law Firm w…
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Purpose Before Progress with Pankaj Singh
32:46
32:46
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In this Breakaway Wealth episode, Jim digs in with leadership coach Pankaj Singh on how purpose, clarity, and simple mindful practices make you a sharper leader at home and at work. We get practical—how to carve purpose, build the right relationships, run cleaner meetings, and reset your brain in 60 seconds. Who is Pankaj? He’s the founder of Singh…
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Discovering Growth Through Environment: Insights from Atomic Habits
17:08
17:08
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Dive into the world of personal growth with Ryan Greigg and Jacqueline Smith as they explore James Clear's "Atomic Habits." This episode focuses on environmental influences in shaping habits, emphasizing self-awareness and creating supportive spaces for positive change. Hear insights into balancing personal growth with impactful leadership, as Jacq…
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073: What I Learned About Money While Traveling the World
20:03
20:03
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Ever thought about what castles, moats, and four-hour lunches have to do with business and your finances? In this episode of the Becoming Wealthy Podcast, Sophia and Jack discuss the money lessons they’ve picked up from their travels abroad. From Germany’s castle culture to the power of an LLC, they unpack how protection and networking play a huge …
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AI Adoption Trending Down for Large Companies, OpenAI Backs AI Animated Feature Film, China's Smart Glasses Domination | Avi Schiffmann, Sunny Madra, Scott Wu, Ara Kharazian, Zach Lloyd, Alex Cohen, Mati ...
3:10:31
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(00:25) - AI Adoption Trending Down for Large Companies (17:57) - OpenAI Backs AI Animated Feature Film (21:31) - Avi Schiffmann, the creator of the AI companion device "Friend," discusses the product's extensive billboard advertising campaign and addresses criticism from a Wired article titled "I Hate My Friend," suggesting that the journalists' n…
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Understanding Company Management: The Human Factor in Smarter Investing
47:33
47:33
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Company management is often the missing link in investment success. In this episode, Kerry Fleming and Andrew Coleman reveal why leadership, honesty, and culture matter just as much as the numbers—and how to spot the warning signs of poor management before it’s too late. Learn from real-world case studies (Bond, Kodak, Lehman, Forge, Magellan) and …
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Unlocking the Secrets of a Chief Consciousness Officer with Charley Johnson
39:19
39:19
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Chad and Bob welcome Charley Johnson, the world's first Chief Consciousness Officer, to explore the transformative role of consciousness in business and life. Charley shares insights from his journey with the Pay it Forward movement and his experiences with spiritual teachers. He challenges traditional views, advocating for a holistic understanding…
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41: From CPA to $200M in Real Estate: Ken Gee’s Journey to Time Freedom
46:59
46:59
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In this episode, I sit down with Ken Gee, a former CPA and commercial lender who walked away from 80-hour work weeks at Deloitte to build a real estate empire. Ken shares how his very first multifamily deal in 1997, a 28-unit property he bought while working full-time, netted him $500,000 and completely shifted the course of his life. Today, he’s r…
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Estate Planning Do’s and Don’ts. 🔥 Looking for estate planning help? We’re pros at it and would love to chat with you: https://cmslawfirm.com/estateplanning 🔥 Looking for probate help? We’re pros at that too. We’d love to chat with you: https://cmslawfirm.com/probate ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ABOUT CHRISTOPHER SMALL I founded CMS Law Firm with one …
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