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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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.
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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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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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The Wealth Nation Podcast aims to empower you to take control of your money management and to secure an abundant future for yourself and your family by making wise money decisions. Host, Yolanda Rose Haripersad will pick the biggest, brightest brains in finance and entrepreneurship to provide you with ideas and strategies to manage your money and build generational wealth.
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”Welcome to ’The 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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“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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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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The Wealth Horizon podcast explores the latest trends, innovative marketing strategies and business development practices that are shaping the future of the financial sector. The show provides actionable insights, expert interviews and real-world examples to help wealth industry professionals deepen relationships and effectively engage their target audiences. The wealth management landscape is changing rapidly, and The Wealth Horizon will help listeners navigate the evolving market, explore ...
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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 ...
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Family wealth, legacy planning, and financial clarity for multi-generational families.
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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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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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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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Rogue Wealth is a podcast built for the business owner who refuses to play the “average amateur game.” If you’re leading a family business, building wealth, or simply trying to cut through the noise in a world moving exponentially faster, this show is your edge. Hosted by a wealth strategist who has “seen it all”—from messy partnerships to generational transitions—Rogue Wealth slows everything down so you can focus on what truly moves the needle. Each episode combines storytelling, tactical ...
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Growth & Grace is a radio show that merges entrepreneurial insights with holistic practices, emphasizing how business success, personal well-being, and the creation of generational wealth are interconnected.
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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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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.
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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 "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 Legacy Shield, the official podcast of Asset Protection, Inc., where we empower you to take control of your financial destiny. Each episode explores the strategies, structures, and secrets that keep your assets secure — from Family Limited Partnerships and Living Trusts to Offshore Protection Trusts and Nevada Corporations. Hosted by industry experts and guided by the insight of Chairman Mike Walstrom, Legacy Shield delivers the knowledge and confidence you need to protect your we ...
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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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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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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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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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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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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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Interviews with global millionaire & billionaire founders about entrepreneurship, business, mindset & investing
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Welcome to The Wealth Reset Podcast, your destination for rethinking money, reclaiming financial power, and reshaping your future. Hosted by Ronda from Life Points with Ronda, this podcast stands on its own as a movement to reset how we think about wealth. Here, we explore practical tools for saving, stacking, investing, and building generational prosperity, while also tackling the mindset shifts needed to break free from financial cycles that no longer serve us. Every episode blends real-wo ...
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"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.
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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.
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Adam Grant shares why thoughtful estate planning is one of the most valuable investments a person can make. Drawing from years of legal experience, he discusses how young families can create meaningful plans that protect assets, ensure smooth transitions, and preserve generational wealth. Adam emphasizes the importance of working with an experienced, responsive professional who will be there for the long term—guiding clients, their children, and even their grandchildren through every stage o ...
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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 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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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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Wealth Runs Deep is more than a podcast, it’s the unfiltered story of what it really takes to build wealth, legacy, and impact from the ground up. Hosted by Ashley M. Fox — former Wall Street analyst turned financial educator, entrepreneur, and founder of Empify and the Wealth Builders Community — this show takes you behind the highlight reel. From attending Howard University, to landing on Wall Street, to nearly facing eviction, Ashley’s journey proves that success isn’t a straight line. Ea ...
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Beyond the Numbers is where growth-minded professionals come to talk strategy, legacy, and the financial decisions that shape their future. Hosted by a fiduciary financial planner, the podcast reveals how people align business growth and personal purpose through intentional wealth-building. It’s a clear-eyed look at what it takes to build a financial life that actually works. Guests include entrepreneurs, advisors, and industry experts who share how they protect assets, create income streams ...
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Join three former intelligence professionals as we discuss the trials and tribulations of the War in Afghanistan and its legacy.
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Before the Returns is the podcast for people who want to build wealth with purpose—not just chase numbers on a spreadsheet. Hosted by Wealth Strategist Jaden Zubal, each episode challenges the “highest return at any cost” mindset and shows you how to align your money with your values, your family, and your legacy. We cover Family Banking, smart insurance design, real estate strategies, entrepreneurship, and generational wealth planning—practical tools that create security today and freedom t ...
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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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BackwoodsMoney is a show about all things finance, for everyday people by everyday people. Topics focus on living on less than you make, budgeting, investing for the future, avoiding debt, and breaking generational cycles of wealth mismanagement.
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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 ...
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www.legacywealthadvantage.com Support this podcast: https://podcasters.spotify.com/pod/show/wealthishealthclub/support
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The Deep Wealth Podcast - Unlock Your Deep Wealth—In Business and Life
Deep Wealth by Jeffrey Feldberg
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Your business is your legacy, but does it own you? Most entrepreneurs aren’t ready: 90% of exits fail, and founders leave 50-100%+ of the deal value behind. Not from a bad business, but poor preparation. The Deep Wealth Podcast, hosted by Jeffrey Feldberg, who built a startup from his parents’ attic, rejected a 7-figure offer, and secured a 9-figure exit in 24 months, shares his 90-day Deep Wealth Mastery system. Join top founders and dealmakers for proven exit strategies and profit-boosting ...
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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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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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The Foundations of Financial Fortification: Understanding Asset Protection
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In this premiere episode of Legacy Shield, we dive into the core principles of asset protection — what it is, why it matters, and how it can safeguard everything you’ve worked for. Chairman Mike Walstrom shares the mission behind Asset Protection, Inc., revealing how ethical practices, high standards, and strategic planning create lasting financial…
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Architects of Legacy: In Conversation with Isadore Sharp & John Nicola
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What makes a legacy last? In this special conversation, Isadore “Issy” Sharp, founder of the Four Seasons Hotels and Resorts, joins John Nicola, founder and CEO of Nicola Wealth, to reflect on the principles that built two enduring organizations. Moderated by Ori Mandowsky with opening remarks from Chris Nicola, the discussion explores how values l…
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How Do You Compare to Other Entrepreneurs?
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Discover how Axio's tailored collaboration can elevate your financial future 👉 https://www.axiowm.com/what-we-do Every entrepreneur wonders how they stack up, but few ever get a real look behind the curtain. Today, Rob breaks down a revealing study of over 2,000 business owners who collectively created $32 billion in wealth. Find out how healthy co…
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Legacy Over Luxury: How Tim Rexius Scales 5 Companies—and 6 Kids
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Jim sits down with Tim Rexius — Omaha entrepreneur, fitness pro, and founder of Rexius Nutrition and Omaha Protein Popcorn — to talk about scaling life without losing your soul. From bodybuilding stages to global brands in 14 countries, Tim’s story is proof that discipline, faith, and energy compound across every area of life. He’s a father of six,…
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Surrender to Wealth: Faith, Freedom, and Legacy Inspired by RETRICIA Inman
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Discover how surrendering control and walking with faith can unlock true wealth, freedom, and legacy. Join Angeleen Harris as she shares powerful insights from RETRICIA Inman on breaking free from hustle culture, overcoming financial anxiety, and embracing faith-fueled action. Learn how your story and testimony can inspire others and transform your…
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45: Design Your Life, Don’t Default: Nick Michels on Vision, Wealth, and Legacy
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In this episode, I sit down with Dr. Nick Michels to explore the deeper questions behind wealth, purpose, and legacy. Nick shares how a childhood marked by sudden financial hardship shaped his drive to protect and provide for others, but also how he learned that money alone doesn’t bring lasting joy. We talk about how to design a life with intentio…
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The Family Bank: Wealth and Wisdom Across Generations with Blake Johnson
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In this episode of Legacy Builders with Kyle McGee, our host Kyle McGee sits down with estate planning attorney Blake Johnson to talk about what it really takes to build wealth that lasts. Blake shares how to create a “family bank,” why parents should manufacture challenges instead of removing them, and how faith and intentionality shape a family’s…
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By Erick Arnett
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240: Stop Spending Money Like a Drug Dealer
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Are you a high-income earner who still struggles with money? You might be spending like a drug dealer—making it fast, and burning through it even faster. This episode reveals the shocking truth that high-income earners often make worse financial decisions than low-income earners. It all started when a new client was chastised by her friends for her…
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This Dubai Millionaire Prints 1 BITCOIN a Month | Abdulaziz Osman (Ep.2)
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Send us a text In this episode of the Key Figures Podcast, we sit down with Abdulaziz Osman — the Brain behind BitHash: The #1 Bitcoin Mining Company in the UAE. We covered different topics like Millionaire's routines, Mindset, Entrepreneurship: between Hardships & Opportunities. He shares tips & tricks on how to make it big in business, the best w…
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Estate Planning with Assets Under $1M 🔥 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…
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Dr. Mack Jackson Jr. Strengthens Cybersecurity Awareness and Fights Social Engineering Threats
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Dr. Mack Jackson Jr., a Las Vegas native and cybersecurity expert, discussed the importance of cybersecurity awareness on this episode. He highlighted the human factor in cybersecurity, emphasizing that even the most sophisticated systems can be compromised by untrained employees. Dr. Jackson shared examples of cyber attacks on major companies like…
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Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our October 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 – Introductio…
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Bonus Episode - I Made A Costly Real Estate Mistake - And What It Taught Me...
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Tell us what you want to hear on the show! In this bonus episode of Before the Returns, I share a raw story about a recent failure — one that cost me thousands of dollars but taught me some powerful lessons about humility, responsibility, and focus. I walk through a real estate rehab project gone wrong, what I did that caused the problem, how I fix…
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The One Time Doing a Transfer on Death Deed is a Disaster
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The One Time Doing a Transfer on Death Deed is a Disaster 🔥 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 found…
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The Power of Family Values in Business with Mark Weithorn episode 370
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Links: https://dpishowcasewebsites.com/ https://www.linkedin.com/company/dpi-websites-for-realtors/ https://www.facebook.com/dpirealestatewebsites https://www.instagram.com/dpirealestatewebsites/ Keywords Mark Weithorn, entrepreneurship, AI, family values, business ethics, real estate, legacy, planning, technology, marketing, real estate, commercia…
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Chad Hyams and Bob Stewart dive into the discipline shift from focusing on outcomes to embracing processes. They explore how a commitment to repeatable daily actions, from sales and health to personal relationships, can lead to success and freedom. Learn how discipline creates financial, personal, and professional success by following processes and…
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$27k to multi-million gym empire | NATHAN JAMES | Trillions with Alyse Grace
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Nathan James started as a Woolworths trolley boy from housing commission then hustled his way to real estate success by doing 300 cold calls a day when others only did 100 He went on to build and exit gyms including Genesis and World Gym, before launching Fitness Cartel. He’s overcome fires & floods in his gyms and other internal disputes most foun…
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An Estate Planning Tip for the End of the Year
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An Estate Planning Tip for the End of the Year 🔥 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 …
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294: Faith, Freedom & Fearless Wealth | The Texas Boys’ Story
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What would make someone leave an 11-year career as a financial planner, walk away from spreadsheets and suits, and trade it all for a pair of work boots? That’s exactly what our guest, T.D. Ford from The Texas Boys did. In this conversation, he proves that stepping out on faith can lead to more abundance, peace, and purpose than most people ever fi…
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Save Like It Is 1950 With Modern Gold You Can Carry - Episode 148
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Send us a text In today's episode, I sit down with Jeremy Cordon to talk about simple money ideas you can use today. We chat about why prices keep going up, what gold has meant in the past, and how Goldbacks work like small, spendable pieces of gold. I ask the questions you would ask, and Jeremy gives clear answers in plain words. You will learn ea…
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Simplifying Businesses with Bruce the Brit Carnohan
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In this episode, Tim sits down with process improvement expert Bruce “the Brit” Carnohan, the creator of the Simpler, Faster, Better method. With more than forty years of experience helping organizations save time, money, and wasted effort, Bruce shares how his proven approach can work across industries — from manufacturing to nonprofits. He talks …
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E6 - Busy Money vs. Working Money - How To Tell If Your Cash Is Actually Building Wealth
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Tell us what you want to hear on the show! The treadmill gets more done than your bank account — and here’s why. In this episode of Before the Returns, Jaden Zubal explores the difference between money that moves and money that works. Because just like running on a treadmill, constant motion doesn’t always mean progress. You’ll learn how to identif…
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Navigating Business Challenges with Deb Snyder
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In today's episode, Tom Suvansri and Deb Snyder discuss the challenges faced by small business owners and the importance of effective planning for future success. Deb shares insights from her experience at Cultivate Advisors, emphasizing the need for a mindset shift towards enterprise value and strategic planning. They explore the significance of s…
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A Studio Outtake With Guest, Grace Gebhardt.
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We would love to hear what you have to say about this episode. Please send us a text. Hear what happens when host, Jim Gebhardt invites his daughter to comment on her perception of the content of the show, some of her lived experiences as a family member during some very challenging financial times, what her outlook is as the daughter of a holistic…
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Episode 163: Unpacking Your Story - An Entrepreneurs Journey From Scarcity to Security.
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We would love to hear what you have to say about this episode. Please send us a text. This episode, hosts Jim Gebhardt and Matthew Grishman dive into the concept of work-life balance and reflect on their own journeys towards financial confidence. They discuss the importance of gratitude, building meaningful relationships, and finding clarity in fin…
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Founder And Expert Alessandro Chesser Exposes the Tax-Free Trust the Ultra-Rich Use But You Don’t (#484)
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Send us a text Unlock Proven Strategies for a Lucrative Business Exit—Subscribe to The Deep Wealth Podcast Today Have Questions About Growing Profits And Maximizing Your Business Exit? Submit Them Here, and We'll Answer Them on the Podcast! “ Don’t wait to start your entrepreneurial journey.” - Alessandro Chesser Exclusive Insights from This Week's…
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2 Reasons You Shouldn’t Use willsandtrusts.com
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2 Reasons You Shouldn’t Use willsandtrusts 🔥 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…
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Keys to Hospitality: Serving Fun with Robert Conlon
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26:23
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In this lively episode, Tim sits down with Robert Conlon, a hospitality veteran who’s spent two decades mastering the art of creating memorable experiences—from the fast-paced Strip in Las Vegas to the serene luxury of JW Marriott Desert Ridge in Phoenix. Robert shares what it’s like leading food and beverage operations across multiple venues, incl…
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Two Ways to Avoid Probate when Own Real Estate
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Two Ways to Avoid Probate when Own Real Estate 🔥 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 …
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Debt isn’t bad, it’s a tool. But how you use it determines whether it accelerates your wealth or quietly eats away at it. In this episode, I break down how to think about debt like an investor, not a victim. You’ll learn when it actually makes sense to pay off debt first, how to invest while paying it down, and one sneaky hack to access credit for …
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Celebrating Western Art with Michael Duchemin
45:23
45:23
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In this inspiring episode, Tim Fergestad welcomes Michael Duchemin—historian, author, museum leader, and Western art expert—for a rich conversation on preserving the American West through art, history, and culture. With decades of experience leading institutions like the Autry Museum and the Charles M. Russell Museum, Michael brings powerful storie…
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Building a Healthier Life with a Winning Mindset withguest Phil Smith
18:11
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Join hosts Ryan Greigg and Jacqueline Smith on the 15 Point Plan podcast as they welcome Phil Smith to discuss the power of setting challenging goals for enhanced energy and reduced stress. Phil shares his inspiring journey from a non-runner to completing the Chicago Marathon at age 50 alongside his son, underscoring themes of perseverance, family …
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078: Women & Real Estate: Lessons from Andresa Guidelli
32:48
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When it comes to building wealth, Andresa Guidelli knows it’s not just about money—it’s about mindset, skill-building, and community. In this episode, she shares her journey from Brazil to real estate success in the U.S., how learning sales changed her financial future, and why women must own their power in investing. Jack and Andresa break down pr…
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Industry Expert Christine Healey Reveals What Wall Street Won’t Tell You About Pre-IPO Access (#483)
50:51
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Send us a text Unlock Proven Strategies for a Lucrative Business Exit—Subscribe to The Deep Wealth Podcast Today Have Questions About Growing Profits And Maximizing Your Business Exit? Submit Them Here, and We'll Answer Them on the Podcast! “ Look after your health and wellness first to slow down so you can speed up.” - Christine Healey Exclusive I…
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Gaza Ceasefire and Lessons Learned Since Korea
57:34
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The boys discuss a Qatari Airbase, a Gaza Ceasefire, and lessons learned by the US since the Korean War. _________________________________________ Buy Kyle's Book Here Where to Listen: Apple: https://bit.ly/theboardwalkapple Spotify: https://bit.ly/theboardwalkspotify Pandora: https://bit.ly/3xZ8bk9 Google Podcasts: https://bit.ly/3gbZ6ya Amazon Mu…
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46: From One House Hack to 35 Doors: My 6-ish Year Real Real Estate Investing Journey
38:12
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In this episode, I sit down with Eugene Gershman from the Land to Legacy podcast to share my story—from house hacking my first home to owning over 30 rental units and revitalizing parts of Waco. We talk about learning construction the hard way, getting red-tagged by inspectors, creative financing, and how faith shapes my approach to real estate and…
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Retirement Planning for Couples: Stop Money Fights and Build a Plan You Both Believe In
39:02
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Money is one of the most common sources of tension in marriage, especially when retirement is around the corner. In this episode of Protect Your Assets, David Hollander shares the story of Jim and Francine, a couple weighing whether to remodel their kitchen or step into retirement. Hear how they learned to align their goals, rebuild communication a…
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Life Insurance Proceeds DO Count for Estate Taxes
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Life Insurance Proceeds DO Count for Estate 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 L…
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Shine Beyond Setbacks: Sisterhood, Wealth, and New Beginnings Inspired by Makeshia Nelson
17:11
17:11
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In this empowering episode, Angeleen Harris sits down with Makeshia Nelson to explore how Black women can reclaim their power, purpose, and prosperity—no matter where they are in life. Discover the impact of sisterhood, the importance of building wealth that goes beyond money, and why it’s never too late to shine. Get inspired to take bold steps to…
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Turning Potential into Performance: A Conversation with Lauren Brychell
31:31
31:31
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In this episode of Legacy Builders with Kyle McGee, host Kyle McGee sits down with Lauren Brychell, founder of Equity Elevated Consulting and author of Beyond the Lead. Lauren shares how she accidentally stumbled into the world of capital raising and went on to raise over $75M across commercial real estate and alternative investments. From masterin…
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By Erick Arnett
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