Best Lloyd J Ross Podcasts (2025)

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#253 - How Apple & Coke Win at Inflation 11:23

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1d ago11:23

11:23

In this episode, we explore the concept of pricing power and its significance in combating inflation, with a focus on industry giants like Apple and Coca-Cola. We discuss how Apple leverages its immense value, likening its product worth to that of a car, allowing for incremental price increases without losing consumer demand. Similarly, Coca-Cola's…

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Unlocking Value in M&A Transactions With Matthew Jarvis, CFP® 31:57

3d ago31:57

31:57

This week, Steven Jarvis, CPA, and Matthew Jarvis, CFP®, delve into the world of mergers and acquisitions (M&A), examining the role of audits, the intricacies of EBITDA, and the potential red flags that can emerge during the due diligence process. Steven emphasizes the importance of financial advisors maintaining clean books and being transparent a…

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#252 - Why I Don’t Own Property (As A Millionaire) 13:48

6d ago13:48

13:48

In this episode, the host delves into the controversial topic of why they, as a millionaire, choose not to invest in property. Citing the current decline in property values, the host argues against the traditional notion of real estate being a guaranteed wealth builder, especially for the younger generation facing affordability challenges. With a f…

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#251 - The Ultimate Hedge Against Inflation! 8:37

8d ago8:37

8:37

In this episode, we explore the most effective strategy for hedging against inflation: enhancing your skills. The host discusses how many wealthy individuals did not accumulate their wealth through traditional investments like gold or real estate, but rather by increasing their earning potential through skill development. Skills can compound over t…

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Words matter, choose wisely! with Steven J. Lee 30:17

9d ago30:17

30:17

This week, Steven is joined by Steven Lee, an educator and expert witness with an extensive background in the financial services world. They discuss why advisors need to focus on quality client outcomes instead of just clever marketing and why someone might call an expert witness when those lines get blurred. Steven and Steven share some of their f…

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#250 - Why My Investing Portfolio Is Angled Toward China 13:53

14d ago13:53

13:53

In this episode, Lloyd James Ross, a seven-figure investor and entrepreneur, explores the dynamic growth of China's economy and the investment opportunities it presents. He reflects on the significant success of Charlie Munger and Warren Buffett, who both saw remarkable returns on their investments in BYD. Drawing from his extensive travels in Chin…

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#249 - Finance Basics For Small Businesses 31:52

16d ago31:52

31:52

In this episode, Lloyd James Ross breaks down the real reasons most small businesses fail and the crucial financial habits that set successful entrepreneurs apart. From sobering stats like "60% of small businesses fail within 3 years" and "only 1 in 5 track their numbers weekly," Lloyd emphasizes why tracking your money, managing your cash flow, an…

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Should I stay or should I go? with Shelby Nicholl 30:09

16d ago30:09

30:09

This week, Steven is joined by Shelby Nicholl, founder of Muriel Consulting, to provide insight on how advisors can think about the firm structure they find themselves in and the key factors to consider when confronted with the question "should I stay or should I go". Like so many other areas, taxes is "a" consideration, not "the" consideration, so…

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#248 - Reacting to the Wildest Money Tips Online 14:53

21d ago14:53

14:53

In this episode, Lloyd James Ross delves into the key indicators of financial health, highlighting that having more than $1,000 in savings is a significant sign of being above average financially. He shares alarming statistics revealing that 43% of Americans have less than $1,000 in savings, with many having none at all. Lloyd discusses the implica…

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#247 - How To Protect Your Wealth In The Australian Dollar Collapse 32:57

23d ago32:57

32:57

In this episode, Lloyd James Ross, a seven-figure investor and entrepreneur, discusses strategies for protecting wealth amidst the current financial turmoil and inflation. He emphasizes the dangers of investing in overpriced properties with negative cash flow and highlights successful figures like Mark Zuckerberg, Jeff Bezos, and Warren Buffett as …

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Tactically Using Taxes for Lead Gen with Hillary Gale 30:24

24d ago30:24

30:24

This week, we take a break from technical tax and dive into a question that Steven gets all the time: "How do I use tax topics to get new clients?". Joining Steven to cover this topic is Hilary Gale, founder of Moneta Copy, a marketing agency focused on helping financial advisors. Steven and Hilary discuss how their own marketing efforts produce re…

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#246 - Why Is The Australian Dollar Collapsing?! 35:06

28d ago35:06

35:06

In this episode, Lloyd James Ross, a seven-figure investor and entrepreneur, delves into the current state of the Australian economy and the declining value of the Australian dollar. He highlights the lack of innovation in Australia, comparing it to tech giants like Apple, and discusses how this stagnation is impacting the economy. With a staggerin…

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#245 - Why property prices are outperforming wages in Australia 7:37

30d ago7:37

7:37

In this episode, the host discusses the troubling policies affecting young people in today's society, highlighting the disconnect between macroeconomic principles and the current political landscape. The conversation shifts to survival needs in nature, challenging common misconceptions about the order of human necessities. While many believe water …

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What's the tax deal on oil & gas? with Steve Blackwell 33:54

1M ago33:54

33:54

We are all about consistently applying the simple things over time, but that doesn't stop clients from asking, "What else"? In this episode, Steven is joined by Steve Blackwell, CEO of Invito Energy Partners, who shares his experience and expertise in the oil and gas industry and the investment and tax planning opportunities that the industry prese…

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#244 - How He Paid Off $30K Dollars of Debt And Turned His Life Around 34:32

1M ago34:32

34:32

In this episode of the Money Grows on Trees podcast, host Lloyd James Ross discusses financial transformation and the importance of changing money habits. He shares his own journey from debt to financial freedom, highlighting the impact of small daily expenses, like coffee, on long-term wealth. Lloyd emphasizes that money is not evil but a tool for…

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#243 - 10 Worst Assets That Keep You Poor (In Under 10 Minutes) 14:16

1M ago14:16

14:16

In this episode, host Lloyd James Ross, a seven-figure investor and entrepreneur, delves into the ten worst assets you can invest in, providing listeners with valuable insights to help them avoid costly financial mistakes. He emphasizes the dangers of trading crypto and over-leveraged property, highlighting how these options can lead to financial i…

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A trillion-dollar topic you need to understand with Brian Smith 26:27

1M ago26:27

26:27

Steven is once again joined by Brian Smith, representing our partners at Foundational Income Associates. In this episode, Steven and Brian cover some of the basics on annuities because in spite of some of the headlines on social media, just in the last few years, the amount of money going into these products is at the trillion mark. Brian shares ke…

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#242 - How Her Property Was Putting Her in Debt 43:23

1M ago43:23

43:23

In this episode of the Money Grows on Trees podcast, host Lloyd James Ross welcomes a special guest, a chartered accountant and an elite student of the Money Buys Happiness program. They dive into her inspiring journey of overcoming financial challenges and breaking free from old money habits. She shares her personal story of selling properties aft…

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#241 - Watch This If You’re 40 And Still In Debt 12:55

1M ago12:55

12:55

In this episode, Lloyd James Ross, a seven-figure investor and entrepreneur, addresses the challenges of being in debt at 40 and offers practical strategies for financial success. He emphasizes the importance of mastering cash flow and tracking every dollar, including assets, liabilities, income, and expenses. Lloyd encourages listeners to confront…

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Getting killed on taxes: Equity comp edition with Russell Kroeger 30:01

1M ago30:01

30:01

In this episode, Steven is joined by Russell Kroeger, Founder and CEO of Trayecto. As a financial advisor and tax professional, Russell has seen firsthand the complexities, pitfalls, and planning opportunities that arise for employees receiving equity-based compensation. Steven and Russell both share examples of what can go wrong (aka clients getti…

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#240 - How Pam Built a 6-Figure Portfolio and Quit Her Job for Good 45:53

2M ago45:53

45:53

In this episode of the Money Grows on Trees podcast, host Lloyd James Ross shares insights on transforming your financial mindset and behaviors. He emphasizes the importance of having a positive relationship with money, viewing it as energy that can grow when nurtured properly. Listeners will hear from a special guest, a former student who has succ…

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#239 - Why Is The Australian Property Market Collapsing?! 34:56

2M ago34:56

34:56

In this episode, Lloyd James Ross dives into the troubling state of the Australian economy, highlighting seven key reasons why it is entering a challenging period. He discusses the dramatic rise in home values, which have grown by 193%, juxtaposed with rising inflation rates at 2.4% and the concerning statistic that one in five Australians are now …

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Special Guest Jason Wenk, CEO of Altruist 32:56

2M ago32:56

32:56

In this episode, Steven is joined by the CEO of Altruist, Jason Wenk, to talk about a reporting issue that happened at multiple custodians this last tax filing season. Jason openly shares what happened, how it happened, how Altruist responded, and shares a little insight along the way of what it's like to build a tech-forward custodian platform. Th…

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#238 - How I Built Wealth Without Debt 10:36

2M ago10:36

10:36

In this episode, we delve into the wealth-building journey of our host, who shares insights on how to achieve financial success without relying on property investment. Highlighting that approximately 13% of Australians are millionaires, primarily due to property appreciation, our host emphasizes a different approach centered around underspending in…

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#237 - 10 Investing Mistakes In Under 15 Minutes 15:22

2M ago15:22

15:22

In this episode, Lloyd James Ross, a seven-figure investor and entrepreneur, shares insights on the top 10 investing mistakes that could be costing you financial growth and peace of mind. He emphasizes the importance of a long-term mindset in investing, cautioning against emotional decision-making. Lloyd discusses common pitfalls, including the ten…

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Impact is more important than taxes with George Stefanou 27:16

2M ago27:16

27:16

This week, Steven is joined by George Stefanou to talk tax planning and book writing. George is part of a growing group of advisors who have written books around financial planning to build credibility and to bolster their marketing. George shares the process he went through to become a published author and the reason tax planning features so heavi…

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#236 - How I Made My first Million (And How You Can Too) 15:18

2M ago15:18

15:18

In this episode, Lloyd James Ross, a seven-figure investor and entrepreneur, shares his personal journey to achieving a million-dollar net worth. He emphasizes that it's not just about revenue, but profit margin and net worth that define financial success. Lloyd discusses the importance of real estate in wealth accumulation, revealing how many mill…

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#235 - Why Most Entrepreneurs Never Become Time Rich 18:30

2M ago18:30

18:30

In this episode, Lloyd James Ross, a seven-figure investor and entrepreneur, challenges the common belief that hard work equates to financial success. He emphasizes the importance of buying back your time and leveraging resources effectively, suggesting that it's more beneficial to own a smaller percentage of a larger opportunity than to fully own …

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Leveraging time for tax planning with Lloyd Ross 28:30

2M ago28:30

28:30

In this episode, Steven tackles a common question from Financial Advisors when tax planning comes up: "How do I find the time to get the work done?" Joining Steven for this discussion is Lloyd Ross, an entrepreneur and author of "Become Time Rich". Steven and Lloyd discuss the realities of their being limited time, but that some people are simply a…

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#234- 7 Ways to Make Money So Fast It Feels ILLEGAL 25:57

2M ago25:57

25:57

In this episode, Lloyd James Ross, a seven-figure investor and entrepreneur, shares seven effective strategies for making money quickly, emphasizing that it may feel unconventional but is completely legal and legitimate. He highlights the importance of taking action and shifting your mindset to overcome financial stress and achieve success. Lloyd r…

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#232 - Why So Many People Are Struggling Right Now (It’s Not What You Think) 3:46

2M ago3:46

3:46

In this episode, we address the harsh reality facing individuals over 40 with no savings, emphasizing that it's not a personal failing but rather a systemic issue. The host discusses how economic challenges affect people across various regions, including the United States, the UK, Europe, and Australia. Real-life examples illustrate the struggles o…

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Taxes: You're standing in your own way! with Mando Sallavanti 31:12

2M ago31:12

31:12

In this episode, Steven is joined by Mando Sallavanti, a Financial Advisor with MassMutual who focuses on taxes in a way that would make many independent advisors jealous. Mando shares how he so quickly learned enough about taxes for himself that he could start helping his clients pay less in taxes, too. He also reflects on the process he personall…

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#231 - Watch This If You’re 40 With No Savings 21:24

3M ago21:24

21:24

In this episode, Lloyd James Ross delivers a powerful wake-up call for anyone over 40 with no savings, emphasizing the urgent need to take control of personal finances. He highlights alarming trends, such as 25% of Americans using buy now, pay later apps for groceries, and questions the sustainability of current living costs. Lloyd challenges liste…

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#230 - Reacting To TikTok Finance Bros 16:52

3M ago16:52

16:52

In this episode, Lloyd James Ross, a seven-figure investor and entrepreneur, discusses the current economic landscape, emphasizing the challenges posed by a looming recession. He shares insights on how AI will enhance existing businesses rather than serve as a cure-all for financial woes. Lloyd stresses the importance of adopting sound financial ha…

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Leveling up through partnerships with Gideon Drucker 32:09

3M ago32:09

32:09

Steven is joined by Gideon Drucker, a financial advisor who has gone all in on being at the center of his clients' financial lives, even when that means bringing in outside resources. Every advisor talks about "being the quarterback" of their client's financial life, but Gideon has taken it to another level by actively managing and building relatio…

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#229 - How Trump’s Trade Wars Affect Your Money (in Australia) 18:18

3M ago18:18

18:18

In this episode, Lloyd James Ross, a seven-figure investor and entrepreneur, addresses the impact of global events like the U.S.-China trade war on personal finance and investing strategies. He emphasizes that reacting to crises is often misguided; instead, maintaining a consistent investment approach is crucial for long-term success. Ross advocate…

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#228 - How These 3 Stocks Outperform the S&P 500 14:35

3M ago14:35

14:35

In this episode, Lloyd James Ross, a seven-figure investor and entrepreneur, challenges the conventional wisdom of diversification in investing. He introduces the concept of "de-worsification," arguing that spreading investments too thin across various assets can lead to lower overall returns. Ross emphasizes that while diversification is often pro…

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Shut up and listen! with Matt Halloran 30:24

3M ago30:24

30:24

It's easy to think that we are all expert communicators...but is it true? This week, Steven is joined by Matt Halloran, author, podcast host, keynote speaker, and an all-around incredible resource when it comes to the way advisors communicate, to share insight and personal experiences when it comes to how a person goes about communicating more effe…

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#227 - The Awkward Truth About Love & Money 40:36

3M ago40:36

40:36

In this episode, host Lloyd James Ross is joined by his partner Alisha Fernandez as they tackle the complex intersection of love and finance. They discuss the importance of being with someone who shares your ambitions, highlighting how financial infidelity can impact relationships. Lloyd emphasizes that couples should be prepared for the responsibi…

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#226 - 5 Steps to STOP Living Pay-check To Pay-check 15:10

3M ago15:10

15:10

In this episode of the podcast, host Lloyd James Ross, a seven-figure investor and entrepreneur, addresses the challenges of living paycheck to paycheck and provides a roadmap to financial freedom. He emphasizes the importance of understanding your finances and developing better money habits rather than simply seeking more money. Lloyd outlines a f…

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Your team is a cheat code for success: What are you doing about it? With Amy Kizer 28:35

3M ago28:35

28:35

This week Steven is joined by Amy Kizer from TalentLink Solutions to talk recruiting, hiring, delegating, and so much more related to having a team. Amy focuses exclusively on the financial services industry, so she brings a wealth of knowledge and experience that will resonate with financial advisors nationwide. Amy thoughtfully shares actionable …

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#225 - Stock Market History Is Repeating Itself 21:02

3M ago21:02

21:02

Better understand the stock market without losing your cool. In this episode, Lloyd James Ross unpacks why markets dip, how investors usually react, and what you can do instead. He breaks down the different types of downturns—because not every drop is a disaster—and explains why so many people panic when they don’t need to. Lloyd also shares why ke…

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#224 - 5 Ways To Guarantee You Will Work Until You Die 9:50

3M ago9:50

9:50

Ever feel like you're working hard but not really getting ahead? In this episode, Lloyd James Ross—seven-figure investor and all-around money mindset guru—breaks down five habits that are secretly keeping people broke and stressed. 😬 He gets real about stuff like credit card traps, missed chances to invest, and the kind of people you need to stop t…

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Be selfish! Make sure you have your own tax plan! with Ted Jenkin 25:58

3M ago25:58

25:58

In this episode, Steven is rejoined by Ted Jenkin of JPTD Partners to talk all things tax planning related to enterprise value and business sales. Ted shares from his own experience of growing and selling a firm himself, along with the numerous times he's helped other people do the same thing. Taxes are a top expense and concern for most everyone, …

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#223 - Do THIS Every Time You Get Paid (To Get Out Of Debt) 14:16

3M ago14:16

14:16

In this episode, host Lloyd James Ross, a seven-figure investor and entrepreneur, provides a comprehensive guide to achieving financial peace. He emphasizes the importance of understanding your financial baseline by tracking monthly expenses like rent, food, and bills. Lloyd reveals how common spending habits on coffee, dining out, and luxury items…

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#222 - 13 Minutes Of Terrible TikTok Financial Advice! 13:15

4M ago13:15

13:15

In this episode, Lloyd James Ross, a seven-figure investor and entrepreneur, shares his insights on achieving wealth and happiness, challenging conventional wisdom about education and money. He argues that while school provides essential skills like reading and writing, it often discourages risk-taking and punishes mistakes—two crucial elements for…

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There's more to taxes than just numbers with Jerome Myers 30:03

4M ago30:03

30:03

Jerome Myers, founder of Exit to Excellence, joins Steven this week to talk about all the "other" things that a business owner should think about when it comes time to sell (yes, they talk about taxes, too). Tax planning is important for so many things in life, but as Steven is fond of saying, "There is more to live than taxes". Jerome spends his t…

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#221 - The Best Financial Strategies by Income Level: $50k, $100k, $250k+ 19:22

4M ago19:22

19:22

In this episode, host Lloyd James Ross, a seven-figure investor and entrepreneur, shares his insights on building wealth effectively, particularly for those earning between $100,000 and $150,000 a year. He emphasizes the importance of living lean and saving aggressively, advising listeners to forego the desire to appear wealthy in favor of genuine …

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#220 - How To Make Your Kid A MILLIONAIRE 21:21

4M ago21:21

21:21

In this episode, host Lloyd James Ross, a seven-figure investor and entrepreneur, shares five essential books on money that can help turn your child into a millionaire. He begins with a personal anecdote about his father's approach to money, emphasizing the importance of sales as a foundational skill for financial success. Lloyd discusses the minds…

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Do annuities suck or do you suck at annuities? with Brian Smith 29:15

4M ago29:15

29:15

This week, Steven is joined by Brian Smith from Foundational Income Associates to dive into the (unnecessarily) divisive topic of annuities. Brian and the team at Foundational Income Associates are so committed to helping as many advisors as possible on the topic of annuities that they have partnered with us on our annual Summit to make sure adviso…