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 ...
…
continue reading
Legacy Wealth Podcasts
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.
…
continue reading
Family wealth, legacy planning, and financial clarity for multi-generational families.
…
continue reading
Every week Jeff Vogan comments on the state of the market and economy as well as gives advice on retirement planning and wealth management.
…
continue reading
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.
…
continue reading
Glen Eagle CEO Susan Michel and COO Carol Ann Fernandez host Women's Wealth: The Middle Way® - the radio show aimed at helping YOU navigate work, money, and family! Tune in on the third Wednesday of each month for a new episode.
…
continue reading
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 ...
…
continue reading
”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 ...
…
continue reading
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.
…
continue reading
“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 ...
…
continue reading
Money can buy comfort, but it can’t buy meaning. Hosted by Shannon and Ryan Warwick, Worth Beyond Wealth is a podcast for successful individuals and families who know that true fulfillment doesn’t come from net worth alone. Each episode dives into the emotional, relational, and generational layers of wealth—asking deeper questions about identity, purpose, connection, and legacy. Whether you’ve built your fortune or are guiding others on that path, this show helps you navigate the complexitie ...
…
continue reading
Rogue Wealth is a podcast built for the business owner who refuses to play the “average amateur game.” If you’re leading a family business, building wealth, or simply trying to cut through the noise in a world moving exponentially faster, this show is your edge. Hosted by a wealth strategist who has “seen it all”—from messy partnerships to generational transitions—Rogue Wealth slows everything down so you can focus on what truly moves the needle. Each episode combines storytelling, tactical ...
…
continue reading
A raw, unfiltered look at building generational wealth from the trenches. Hosted by Mario Gonzalez Jr., founder of Lifetime Legacy Holdings, this podcast brings together real entrepreneurs, operators, and creators who are building empires from the ground up. No gurus. No fluff. Just stories, lessons, and strategies from people actually doing the work — turning discipline, ownership, and consistency into legacy.
…
continue reading
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 ...
…
continue reading
Before women build wealth, they have to believe they can. Money, Legacy & Her is a space for that transformation. This podcast is for ambitious women—founders, professionals, and first-gen leaders—who are ready to take ownership of their finances, shift their mindset, and rewrite the narrative around money and legacy. Hosted by Darice Rene—CEO of Power Collective Enterprises; Commercial Broker, Business Strategist, and Creator of the Build Wealth Your Way Framework—each episode is equal part ...
…
continue reading
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 ...
…
continue reading
As much as 84 Trillion dollars worth of US assets - wealth - will transfer to younger generations over the next 20 years, but the received value of those assets may be significantly less. Whether its taxes, poor management, or just plain moth and rust, estate values are affected by unforeseen threats. On the wealth transfer podcast, we examine and breakdown the best strategies for leaving a financial legacy to the next generation. We look at accessible strategies for the every day man and ad ...
…
continue reading
Welcome to Visionary Advisor, the podcast for forward-thinking wealth advisors who recognize that wealth management is evolving rapidly. Join us as we invite some of the most influential minds in the industry to share the ideas they believe HNW & UHNW advisors should be exploring and putting into practice. I'm your host, Alex Kirby, founder of Total Family, a software company doing legacy better for wealth advisors and their clients. Welcome to Visionary Advisor, more at totalfamily.io
…
continue reading
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 ...
…
continue reading
Failures, victories, wins, and losses. We're exploring, uncovering, and unpacking the most valuable life lessons learned from the most successful men on the planet. Conversations include Jocko, Chris Williamson, Ben Shapiro, Dave Ramsey, David Goggins, Tim Tebow, Shawn Ryan, Cam Hanes, Terry Crews, Matthew McConaughey, Adam Carolla, Robert Greene, Ryan Holiday, Mark Manson, and so many more. If you want to learn how to be a better man, we've got you covered.
…
continue reading
A deep look into the mindset of Entrepreneurs and what it takes to make the jump from the corporate world to entrepreneur and business ownership. What millionaire mindsets & habits are necessary to create a meaningful legacy.
…
continue reading
The BREAK—DOWN is a not-for-profit media project focused on capitalism, nature and the climate. Launched in May 2024, we publish audio + video content, alongside new writing. To support our work, find us at www.break-down.org/support
…
continue reading
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.
…
continue reading
The Wealth Academy Podcast with Paul Lawrence Vann helps leaders, professionals, and entrepreneurs transform their money mindset, master financial literacy, and elevate their leadership skills. Our mantra is simple: Wealth Is More Than Just Money. Yes, money matters—but true wealth also means good health, strong relationships, purpose-driven success, and personal growth. Each episode blends solo insights and interviews with financial experts, leadership coaches, entrepreneurs, authors, and c ...
…
continue reading
Where culture, entrepreneurship, legacy… and true crime collide. Hosted by KING617/TMS, founder of EST. 2580, Create History Clothing, and MiduLife, this show dives deep into the stories, mindset, and hustle behind leaving your mark — from solved and unsolved crimes to the grind of building a legacy. Dream. Plan. Execute. Listen as we explore true crime, street culture, business, and creativity — all through the lens of impact, influence, and leaving a lasting mark.
…
continue reading
Eminence Legacy is an organization that provides certified coaching to individuals and organizations. Whether you are looking to grow as an individual or as an organization, we can provide you with a wide range of services that will help you learn about who you are as a leader of your life and organization.
…
continue reading
1
Jake Claver Live Q&A on Bitcoin, Ethereum, XRP & Wealth Strategies | Crypto Podcast Digital Assets Deep Dive
Jake Claver
1
63
Here, Jake Claver, an expert in blockchain technology and digital finance, hosts live Q&A and Ask Me Anything (AMA) sessions tailored to enthusiasts, investo...
…
continue reading
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.
…
continue reading
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.
…
continue reading
Welcome to **Life, Legacy & Wealth**, the podcast that demystifies estate planning, elder law, and probate to empower you with knowledge to secure your family's future. Whether you are creating your estate plan, navigating the complexities of Medicaid, or settling the affairs of a loved one that passed away, we're here to guide you every step of the way. In each episode, we tackle the questions our clients ask most, like: "What estate planning documents do I need?" "What happens if my loved ...
…
continue reading
Welcome to The Wealth Reset Podcast, your destination for rethinking money, reclaiming financial power, and reshaping your future. Hosted by Ronda from Life Points with Ronda, this podcast stands on its own as a movement to reset how we think about wealth. Here, we explore practical tools for saving, stacking, investing, and building generational prosperity, while also tackling the mindset shifts needed to break free from financial cycles that no longer serve us. Every episode blends real-wo ...
…
continue reading
Wealth Runs Deep is more than a podcast, it’s the unfiltered story of what it really takes to build wealth, legacy, and impact from the ground up. Hosted by Ashley M. Fox — former Wall Street analyst turned financial educator, entrepreneur, and founder of Empify and the Wealth Builders Community — this show takes you behind the highlight reel. From attending Howard University, to landing on Wall Street, to nearly facing eviction, Ashley’s journey proves that success isn’t a straight line. Ea ...
…
continue reading
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 ...
…
continue reading
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 ...
…
continue reading
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.
…
continue reading
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 ...
…
continue reading
1
The Wealth Development Studio
Genevieve George, CPA, CFP®, CFE, CDFA®, Pelican Financial Planning
04
The Wealth Development Studio invites you to get confident about your financial situation. Hosted by Genevieve George, Senior Financial Advisor, this podcast helps you navigate life’s evolving chapters with clarity. With over two decades of experience in financial planning, investment management, and tax strategy, Genevieve brings a calm, thoughtful approach to topics that shape your financial wellness, from preparing for retirement and managing wealth to navigating life transitions like div ...
…
continue reading
Simplicity living tips and tools for women to optimize their own personal health, hormones, wealth, mindset and create a life they love with more simplicity and ease in all they do.
…
continue reading
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.
…
continue reading
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 ...
…
continue reading
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 ...
…
continue reading
"Legacy Builders with Kyle McGee" is a top-tier podcast aimed at entrepreneurs, business leaders, and high performers. The show will focus on leadership, mindset, habits, discipline, and the secrets behind success. Through insightful interviews and practical takeaways, the podcast will empower listeners to build their personal and professional legacies.
…
continue reading
This is The Key Figures Podcast—raw conversations with the people rewriting power in Dubai and beyond. We are the Azizi Brothers. Every month we bring a new supercar and pull stories you won’t hear on CNBC. First episode with fashion disruptor Max Marka drops July 27th. Follow now.
…
continue reading
Before the Returns is the podcast for people who want to build wealth with purpose—not just chase numbers on a spreadsheet. Hosted by Wealth Strategist Jaden Zubal, each episode challenges the “highest return at any cost” mindset and shows you how to align your money with your values, your family, and your legacy. We cover Family Banking, smart insurance design, real estate strategies, entrepreneurship, and generational wealth planning—practical tools that create security today and freedom t ...
…
continue reading
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 ...
…
continue reading
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.
…
continue reading
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 ...
…
continue reading
Beyond the Numbers is where growth-minded professionals come to talk strategy, legacy, and the financial decisions that shape their future. Hosted by a fiduciary financial planner, the podcast reveals how people align business growth and personal purpose through intentional wealth-building. It’s a clear-eyed look at what it takes to build a financial life that actually works. Guests include entrepreneurs, advisors, and industry experts who share how they protect assets, create income streams ...
…
continue reading
Welcome to the 4 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 out ...
…
continue reading
Discover how Axio's tailored collaboration can elevate your financial future 👉 https://www.axiowm.com/what-we-do What if the hardest part of passing on your business isn’t the paperwork, but ensuring your family’s story, values, and bonds endure for generations to come? In today’s episode, Rob talks honestly about what it takes to transition a busi…
…
continue reading
1
002: Mastering Florida's Probate Process: A Guide to Estate Management and Legal Responsibilities
35:46
35:46
Play later
Play later
Lists
Like
Liked
35:46
Unlock the secrets of mastering Florida's probate process and breeze through estate management with confidence. We demystify the probate process in Orlando, providing essential guidance for personal representatives to safeguard the deceased's home and locate vital estate planning documents. Our episode clears up common misconceptions—such as the mi…
…
continue reading
1
Debt Ain’t the Devil: A Smarter Way to Manage It and Pay it Off
14:02
14:02
Play later
Play later
Lists
Like
Liked
14:02
Empowerment Strategies for Managing and Overcoming Debt In this episode, the host tackles the topic of debt with a refreshing and empowering approach. Instead of shaming or inducing guilt, she offers practical strategies for managing debt effectively. Sharing personal experiences from college days, she emphasizes the importance of financial literac…
…
continue reading
1
Bruce Popper on Legacy Planning: Protecting Family, Not Just Finances
38:54
38:54
Play later
Play later
Lists
Like
Liked
38:54
Estate planning isn’t just for the ultra-wealthy — it’s about clarity, control, and ensuring your family is cared for long after you’re gone. In this episode, Ryan talks with Bruce Popper, a 40-year veteran in advanced estate and legacy planning, about what truly makes a plan effective. From trusts and taxes to communication and family dynamics, Br…
…
continue reading
1
#51: From Pizza Shop Owner to Multifamily Millionaire: Gino Barbaro’s Blueprint for Wealth & Legacy
47:59
47:59
Play later
Play later
Lists
Like
Liked
47:59
Most people never escape the grind. But Gino Barbaro did—and it started the night he realized his tenants were getting paid while he was shoveling snow for free. Today, he’s teaching the exact path that took him from pizza shop owner to multifamily millionaire. In this episode, I sit down with Gino Barbaro to break down how he went from running a N…
…
continue reading
1
From Legacy to Leadership: Mark Wilf on Business, Philanthropy & the Jewish Future - Ep 133
24:12
24:12
Play later
Play later
Lists
Like
Liked
24:12
We had the privilege of having Mark Wilfon the Definitely Uncertain podcast. Mark is Chairman of the Board of Governors of The Jewish Agency for Israel, a partner at Garden Homes, owner of several professional sports teams, and a longtime leader in Jewish communal life. Together, we discussed his family story andthe values he grew up with as the so…
…
continue reading
1
EP 03 — Systems, Scaling, and Generational Wealth w/ Zach Rowley
34:05
34:05
Play later
Play later
Lists
Like
Liked
34:05
In this episode of the Legacy Builders Podcast, I sit down with Zach Rowley — CEO of Pro Trade Bookkeeping, systems thinker, entrepreneur, and someone who’s obsessed with building efficient businesses the same way I am. Before we dive into his story, I ask him the question I ask every guest: “When you hear the words generational wealth, what does t…
…
continue reading
Today, our special guest is Jeanette Prenger, Founder and CEO of ECCO Select. While raising her teenage sons, Jeanette launched her company with a vision of creating a meaningful impact beyond financial gain. She has built a thriving business designed to support her family and employees for generations to come. She joins us today to share her journ…
…
continue reading
1
Episode 316 - How I Learned That Consistency, Not Motivation, Builds Legacy
37:55
37:55
Play later
Play later
Lists
Like
Liked
37:55
In this powerful solo episode, Paul Lawrence Vann reveals a leadership truth that defines greatness: motivation may ignite your journey, but consistency builds your legacy. Through personal insights, real-world lessons, and practical guidance, Paul shows how daily discipline and unwavering self-leadership can transform fleeting ambition into genera…
…
continue reading
1
The Hidden Stories Behind Estate Sales, Legacy, and Letting Go | Tonya Adams & Matt Templeton
45:25
45:25
Play later
Play later
Lists
Like
Liked
45:25
Every heirloom tells a story — but when it’s time to settle an estate, those stories can be lost unless someone knows how to uncover them. In this episode of The Wealth Transfer Podcast, Matt Templeton sits down with Tonya Adam, founder of When Pigs Fly Estate Sales & Auctions, to talk about the emotional, logistical, and even spiritual side of est…
…
continue reading
1
Episode 166: Living Your "Why" by Understanding Who, Not How.
40:00
40:00
Play later
Play later
Lists
Like
Liked
40:00
We would love to hear what you have to say about this episode. Please send us a text. In this episode the guys, Jim and Matthew, put a bow on their financial planning framework and talk about what really happens once the plan is “done” and you’re launched into Life 3.0 — the season where you finally get to live your why. They explore what most peop…
…
continue reading
1
001: Building a Legacy in Elder Law and Estate Planning
21:34
21:34
Play later
Play later
Lists
Like
Liked
21:34
In this inaugural episode of Life, Legacy, and Wealth, hosts Cary Moss and Tom Moss of Sawyer & Sawyer invite listeners to the table for an intimate and informative conversation about the roots of their law firm, their personal journeys into law, and how they've built a practice centered on compassion and legacy. Cary shares how her parents founded…
…
continue reading
1
Infinite Banking Isn’t Complicated — An 11-Year-Old Proves It | WealthWise Banking EP. 50
24:18
24:18
Play later
Play later
Lists
Like
Liked
24:18
Website: www.WealthWiseBanking.com LinkedIn: https://www.linkedin.com/company/wealthwise-banking In this episode of the WealthWise Banking Podcast, Jason and Jeremy sit down with a special guest, 11-year-old Connor—who’s been practicing the basics of Infinite Banking since he was eight. Together, they break down money in the simplest way possible: …
…
continue reading
1
6 Signs your Portfolio is Underperforming
22:37
22:37
Play later
Play later
Lists
Like
Liked
22:37
Most women have no idea whether their portfolio is actually working, and the cost of underperformance is massive. In this episode, I’m breaking down the quiet warning signs that your investments aren’t growing the way they should, and the key numbers you must know to protect your long-term wealth. Tune in to learn: The #1 number you must know about…
…
continue reading
1
The Secret Language of Bank Beneficiary Designations.
1:03
1:03
Play later
Play later
Lists
Like
Liked
1:03
Secret Language of Bank Beneficiary Designations. 🔥 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 L…
…
continue reading
1
Markets Amid Conflict Part 2: What Investors Can Control
17:09
17:09
Play later
Play later
Lists
Like
Liked
17:09
What Should An Investor Do? Headlines shout. Portfolios whisper. We zoom out from the daily noise to map how geopolitics, energy prices, and policy shifts actually flow through markets and into real portfolios. Jeff Bingham unpacks why 2022’s pain wasn’t just war-related, how inflation and rising rates did the heavy lifting, and where today’s press…
…
continue reading
1
Corrective Physical Therapy with Matthew Brown
28:24
28:24
Play later
Play later
Lists
Like
Liked
28:24
In this episode of the Phoenix Prosperity Podcast, host Tim Fergestad sits down with Dr. Matthew Brown, the founder of Corrective Physical Therapy in Scottsdale and Arcadia, Arizona. They dive into the often misunderstood world of pain, healing, and what really sets high-quality physical therapy apart from traditional models. Dr. Brown shares his j…
…
continue reading
1
The Hero's Journey, Being Methodical, and Holding People Accountable | ASK ME ANYTHING
50:57
50:57
Play later
Play later
Lists
Like
Liked
50:57
In this week's Ask Me Anything, Ryan Michler and Kipp Sorenson tackle a wide range of listener-submitted questions on leadership, relationships, accountability, confidence, and personal development. They dive into topics such as coming out of difficult life seasons, raising prices in business, being "unarmored" versus vulnerable, navigating age-gap…
…
continue reading
1
Financial First Aid Kit: How to Prepare for a Money Crisis Before It Hits
13:23
13:23
Play later
Play later
Lists
Like
Liked
13:23
Is your family prepared for a financial emergency? This essential episode walks you through building a complete Financial First Aid Kit—your ultimate crisis preparedness system. Learn how to organize critical documents, create a 4-tier cash ladder, develop a 30-day emergency action plan, and map your local support resources. We cover emergency cont…
…
continue reading
1
4 Probate Rules Every Executor Needs to Know
5:50
5:50
Play later
Play later
Lists
Like
Liked
5:50
4 Probate Rules Every Executor Needs to Know 🔥 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 Fi…
…
continue reading
1
Episode 324 - From Confusion to Clarity: Dr. Munira Zahabi’s Niche Navigation Framework
56:13
56:13
Play later
Play later
Lists
Like
Liked
56:13
In this powerful episode of the Wealth Academy Podcast, host Paul Lawrence Vann interviews Dr. Munira Zahabi, The Niche Navigator and Amazon best-selling author about the transformational power of discovering your niche. Dr. Munira breaks down the process of finding your unique value, standing out in competitive industries, and developing a message…
…
continue reading
1
How to Avoid Trust Disasters: Corporate Trustees, Family Conflict, & Smarter Estate Planning ft. Sarah Lashua
50:46
50:46
Play later
Play later
Lists
Like
Liked
50:46
Today on The Wealth Transfer Podcast, Matt Templeton sits down with trust and estate administrator Sarah Lashua (American National Bank & Trust) to unpack one of the most overlooked — and most emotionally charged — areas of wealth transfer: what really happens after you’re gone. If you’ve ever wondered how to keep your kids from fighting, how to st…
…
continue reading
1
Making Legal Service Accessible with Ryan Hurley
23:13
23:13
Play later
Play later
Lists
Like
Liked
23:13
In this episode of the Phoenix Prosperity Podcast, Tim Fergestad sits down with veteran attorney and entrepreneur Ryan Hurley, founder of Lytics Legal. Ryan shares his powerful journey from disillusionment with traditional law firm models to launching a groundbreaking legal startup aimed at making high-quality legal services more accessible and aff…
…
continue reading
1
How to Stop Overpaying Taxes with Chris Shockowitz
41:06
41:06
Play later
Play later
Lists
Like
Liked
41:06
Most business owners, investors, and high-income earners are losing money—not because they're bad at making it, but because they're bad at keeping it. In this episode, Jim sits down with tax strategist Chris Shockowitz of deferTax.com, a guy who walked away from corporate America, saved seven figures in taxes himself, and now helps entrepreneurs sl…
…
continue reading
1
Democratizing Philanthropy: How Collective Giving Turns Small Donations into Big Impact
40:04
40:04
Play later
Play later
Lists
Like
Liked
40:04
Generosity isn't reserved for the ultra-wealthy. Whether you have $50 or $5,000 to give, your dollars can go further and your impact can grow exponentially when you give collectively. In this episode, Lisa LaFrance, philanthropic advisor and founder of LaFrance Project, breaks down how pooling resources through giving circles is changing modern phi…
…
continue reading
1
Building a Business You Can Sell: How to Prepare for a Successful Exit
39:15
39:15
Play later
Play later
Lists
Like
Liked
39:15
Most business owners pour their heart, soul, and every available dollar into building something meaningful, but few are thinking about how they'll eventually step away. In this episode, Bill West, Founder & CEO of ESOPable, shares a clear, grounded roadmap for building a business that is truly transferable. Listen in as Bill breaks down the real di…
…
continue reading
1
Getting Your Head Out of the Sand: Looking at Your Full Financial Picture
38:38
38:38
Play later
Play later
Lists
Like
Liked
38:38
The hardest step in taking control of your money isn’t mastering investments or choosing the perfect strategy—it’s being willing to look at your numbers without fear or shame. In this inaugural episode of The Wealth Development Studio, Senior Financial Advisor Genevieve George invites listeners to do exactly that: take a brave breath, lift their he…
…
continue reading
Ryan Greigg and Jacqueline Smith explore the transformative power of the 15 Point Plan, focusing on enhancing energy and reducing stress. They dive into the importance of overcoming self-imposed limitations, inspired by Brianna Wiest's book, "The Mountain Is You." Discussing the role of self-awareness, mindset, and the benefits of coaching, they en…
…
continue reading
1
JOHN LOVELL | Injustice Exists When Men Tolerate It
1:10:26
1:10:26
Play later
Play later
Lists
Like
Liked
1:10:26
There is no doubt in my mind that we, as a nation (and, across the world) are facing a moral confusion if not a complete moral crisis. And, unless righteous, bold men step up to the plate, we'll continue to see the moral decay of everything we love from our favorite institutions, to our families, and our neighborhoods, and even the threat of losing…
…
continue reading
1
082: Hiring Strategy: How to Find Hungry, High-Performance Team Members
24:39
24:39
Play later
Play later
Lists
Like
Liked
24:39
Building a winning team isn't rocket science—but most people get it dead wrong. In this episode, we pull back the curtain on our recruiting secrets, from finding hungry high-performers to asking one bizarre interview question that reveals everything. Whether you're hiring employees, recruiting volunteers, or building joint ventures, the principles …
…
continue reading
1
Jake Claver Live - 12-01-2025 - XRP & Digital Assets Q&A
2:03:50
2:03:50
Play later
Play later
Lists
Like
Liked
2:03:50
Get a discounted trial to my private community at https://www.beyondbroke.com - use the code BEYONDBROKE1MO at checkout. XRP & Ripple News, global events, wealth protection and more. Tune in for a digital assets livestream and Q&A with Jake Claver as we explore XRP Utility, Legacy Finance, Asset Protection & More VIDEO CHAPTERS: 00:00:00 - Introduc…
…
continue reading
Real Estate, Death, and Probate Notice 🔥 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 wit…
…
continue reading
1
How Credit Secondaries Fit Into Today's Private Credit Market
47:54
47:54
Play later
Play later
Lists
Like
Liked
47:54
In this episode of The Wealth Exchange, Rob Olsen, Head of Private Capital, is joined by Stacey Mouadeb, Director in Nicola Wealth's private debt platform, for a conversation with Rick Jain, Partner and Global Head of Private Credit at Pantheon. Together, they break down credit secondaries: what they are, how they work, and why more institutions ar…
…
continue reading
1
The Legacy Quarter Series EP3: “Legacy Habits: The Daily Rhythm of Purpose-Driven People”
17:42
17:42
Play later
Play later
Lists
Like
Liked
17:42
The Legacy Quarter Series EP3 Summary In this episode, Jose Luis Cadena Jr. discusses the importance of building a legacy through daily habits and routines. He emphasizes that legacy is not built overnight but rather through consistent actions in faith, fitness, and finance. The conversation includes real-life stories that illustrate the impact of …
…
continue reading
1
EP:171 - November Investment Insights (Government Shutdown, Tech Bets, and Year-End Tips)
39:13
39:13
Play later
Play later
Lists
Like
Liked
39:13
Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our November 2025 portfolio meeting, discussing what happened in the markets over the last month, our approach to traditional asset allocation (cash, fixed-income, equities, and alternatives), and our general outlook for the next 6-12 months in the markets. 0:00 – Introducti…
…
continue reading
In this episode of Legacy Builders, I sit down with David Hori — a business buyer and scaling strategist who’s helped grow multiple tech startups all the way through acquisition, including one to Toyota. But this isn’t a conversation about hype or headlines. We dig into how he walked away from the tech world to buy blue-collar companies in Idaho, w…
…
continue reading
1
245: Blueprint for the Black Community: A Conversation with the CEO of Nexus Community Partners - Repa Mekha (Part 2)
46:04
46:04
Play later
Play later
Lists
Like
Liked
46:04
In a follow-up to last week's conversation with Repa Mekha, we are discussing the strategies Nexus Community Partners is using to uplift the Black community, including distributing $50 million in grants directly to Black families.By The North Star
…
continue reading
Some names in wealth management are respected. A few are legendary. Robert Balentine is one of them. If you’ve spent time in the ultra-high-net-worth world, you know the Balentine name and the influence the firm has had on how families think about wealth, values, and legacy. In this episode of Visionary Advisor, Alex Kirby sits down with Robert to …
…
continue reading
1
Creating Culture Through Values with Andrew Kolikoff
38:34
38:34
Play later
Play later
Lists
Like
Liked
38:34
In this powerful and heart-centered conversation, Tim Fergestad is joined by Andrew Kolikoff—speaker, consultant, and founder of the Secret Sauce Society—to explore how true leadership and culture are built from personal purpose and servant-hearted values. Andrew shares how growing up in a home full of love and service shaped his belief that busine…
…
continue reading
1
Fat Loss and Muscle Building After 40: What You Need to Know
54:29
54:29
Play later
Play later
Lists
Like
Liked
54:29
In this episode, I'm sharing the real truth about building muscle, repairing your metabolism, and thriving in your 40s, 50s, and beyond. Whether you're just starting to shift your mindset in your mid-30s or you're looking to feel your best in your 60s and 70s, I've packed this episode with practical advice and myth-busting insights from my own jour…
…
continue reading
1
Key Behaviors for Entrepreneurs and Leaders: Interview with Louisa Loran
39:38
39:38
Play later
Play later
Lists
Like
Liked
39:38
Chad Hyams engages in a captivating conversation with leadership expert Louisa Loran on the Win Make Give podcast. Louisa, author of "Leadership Anatomy in Motion," shares insights into four essential leadership behaviors: envisioning with ambition, expanding with curiosity, steering decisively, and embodying change with presence. As they explore h…
…
continue reading
1
The Secret Formula To Social Media Growth | Louay Mattar (Ep.3)
56:56
56:56
Play later
Play later
Lists
Like
Liked
56:56
Send us a text In this episode of the Key Figures Podcast, we sit down with Louay Mattar, a young Entrepreneur and the co-founder of Self-made Social: A marketing company based in Dubai. We covered various topics, including his journey of starting his company in Dubai, the art of Social Media, and how to go viral online, as well as belief and minds…
…
continue reading
1
Laid Off? Your 60-Minute Financial Survival Guide
10:28
10:28
Play later
Play later
Lists
Like
Liked
10:28
Just lost your job? This emergency episode provides a crucial step-by-step survival guide for the first critical hour after a layoff. Learn exactly what to do (and what NOT to do) immediately after job loss, including how to handle severance paperwork, secure your digital footprint, file for unemployment benefits, and manage the emotional shock. We…
…
continue reading
1
Budgeting for Your Dream Life: 5 Steps to Financial Freedom for Women
17:55
17:55
Play later
Play later
Lists
Like
Liked
17:55
In this episode, Darice Rene tackles the financial challenges many women face and provides a powerful five-step guide to budgeting for a dream life. Highlighting the fact that a significant portion of women live paycheck to paycheck and lack financial confidence, Darice stresses the importance of building a budget that reflects real goals and legac…
…
continue reading
Ultra-rich women think about money completely differently, and these mindset shifts are the real reason they build wealth faster, easier, and with far less stress. In this episode, I break down the four patterns that separate high earners from women who actually grow a powerful net worth. Tune in to learn: The invisible mental frameworks and decisi…
…
continue reading
1
The Heart of Giving: A Conversation with Dr. Chris and Leslie Reilly
30:36
30:36
Play later
Play later
Lists
Like
Liked
30:36
In this episode of The Wealth Exchange, host Tim Stranks, Wealth Advisor and Director of the Nicola Wealth Private Giving Foundation, sits down with Dr. Chris and Leslie Reilly to talk about the purpose and impact behind their lifetime of philanthropy. As longtime Nicola Wealth clients and dedicated supporters of BC Children's Hospital, the Reillys…
…
continue reading
1
The Future of Health Monitoring with Ambima Buzhyason
32:02
32:02
Play later
Play later
Lists
Like
Liked
32:02
In this fascinating episode, Tim Fergestad sits down with Ambima Buzhyason, the inventor and CEO behind Norseemic’s groundbreaking non-invasive health monitoring technology. Ambima walks us through the SmartSemic Casa Pro system, a suite of wearable devices designed to monitor not only blood glucose but also insulin, ketones, lactate, and more—with…
…
continue reading
