Best Pilot Wealth Management Podcasts (2025)

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AI Co-Pilots in Wealth Management 31:15

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30d ago31:15

31:15

In this episode of Trading Tomorrow – Navigating Trends in Capital Markets, host Jim Jockle speaks with Elemi Atigolo, Co-founder and Managing Partner of Consult Venture Partners, also known as ConsultVP, about the emergence of AI co-pilots in financial services. Atigolo outlines how AI co-pilots differ from general generative AI tools and describe…

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WIP 1865: 3 Years of Losing Money Before His First Land Deal Hit (What He Learned) 26:34

32m ago26:34

26:34

Ready to unlock high returns without owning property? In this episode, Seth Williams breaks down how he went from a miserable corporate job to building a portfolio of 100 rentals and stacking over $17M in equity. Host Brent Bowers guides the conversation as Seth shares the exact roadmap—from hitting rock bottom, to mastering direct mail, to valuing…

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Deepfakes, Data, and the Battle for Financial Trust 21:51

13h ago21:51

21:51

The same tools fueling financial innovation are also being weaponized to exploit system vulnerabilities. From deepfakes to data breaches, regulators and institutions are racing to keep pace with a rapidly changing threat landscape. In this episode of Trading Tomorrow -- Navigating Trends in Capital Markets, Krik Gunning, CEO, Fourthline, and a lead…

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Commit A Career Ending Move - Steven Foster on Permissionless Paychecks, Communal Living & Battling Life's Challenges While Pathless 1:07:37

2d ago1:07:37

1:07:37

In this episode, I have a deep conversation with Steven Foster, who opens up about his career journey from Silicon Valley to embracing a pathless life. We dive into his essay 'Commit a Career Ending Move,' reflecting on how modernity has turned careers into a form of religion. Steven shares his personal challenges, including severe health issues an…

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WIP 1864: #ThrowbackThursday - The Easiest Way to Build a Massive Cash Buyers List in Record Time 40:09

6h ago40:09

40:09

Mark Schinzel works a full-time job while doing real estate on the side — yet he’s managed to build an impressive cash buyers list that’s boosted his net profit significantly. How did he do it? By using smart strategies like negotiating with prospects, leveraging real estate Facebook groups, and partnering with joint venture (JV) collaborators. In …

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#133 - Year-End Tax Moves Pilots Can’t Miss with Toby Mathis 52:37

1d ago52:37

52:37

Taxes become more exciting, especially when it’s with Toby Mathis. Tait Duryea and Ryan Gibson welcome back tax strategist and investor Toby Mathis for another powerhouse session on how to keep more of your money before year-end. From bonus depreciation and the short-term rental loophole to smarter charitable giving and donor-advised funds, Toby re…

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WIP 1863: From Miserable Corporate Job to 100 Rentals ($17M in Equity) - Your Exact Roadmap 51:41

1h ago51:41

51:41

Ever wonder how someone can go from feeling stuck in a 9-to-5 job to owning 100 rental properties worth over $17 million in equity? In this episode, Jason Pritchard breaks down his entire journey — from hitting rock bottom to building an empire through intentional action, smart data-driven decisions, and an unrelenting work ethic. Jason shares how …

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#265: Beyond Curious Turns 5 Years Old — Curiosity, Consciousness, & Connection w/ Guest Interviewer Susanne Goldstein 1:24:54

4h ago1:24:54

1:24:54

Five years ago, I hit “publish” on a wild experiment. (If you want a laugh, check out episode #1. I listened to it and was cringing like crazy) It wasn’t called Beyond Curious back then — but the mission underneath it was the same: To explore what it really means to live a rich life… not just financially, but emotionally, spiritually, and conscious…

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WIP 1862: #Classic - The Insider's Guide to Big Dollar Deals with Tax Liens 40:39

31m ago40:39

40:39

Unlock the potential of tax liens and tax deeds with expert Saen Higgins. Since 1994, Saen has helped investors achieve high returns through this often-overlooked strategy. In this episode, you'll discover practical steps to start making BIG money with tax lien investing. No matter your experience level, the TTP Training Program now to level up you…

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Flipping Houses at Scale Not Lifting A Hammer | Sam Eddinger 28:44

1h ago28:44

28:44

Send us a text In this episode, we dive into the strategic insights of a seasoned real estate investor and property manager. He shares valuable lessons on the importance of starting early, holding properties for the long term, and developing successful partnerships. The discussion covers scaling a house flipping business, leveraging property manage…

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WIP 1861: Your Acquisitions Manager Is Struggling - Here's How to Fix It Fast 14:43

1d ago14:43

14:43

This episode is a must-listen for every real estate investor or business owner managing an acquisitions team. Todd Toback breaks down the exact steps to coach a struggling acquisitions rep, rebuild their momentum, and get them closing deals again—fast. From the 90-day performance principle to keeping your team sharp with regular meetings and call r…

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313. How Can You Help Your Parents Plan Financially for The Future? 35:42

3h ago35:42

35:42

In this episode of A Wiser Retirement® Podcast, we are tackling the tough, but essential topic of helping your parents plan financially for the years ahead. As more Americans find themselves supporting both their children and their parents, it’s never been more important to plan ahead, start the right conversations, and protect your family’s financ…

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WIP 1860: The 4-Step Process to Mobile Home Park Millions (From a Guy With 33 Parks) 28:24

6d ago28:24

28:24

Brent sits down with Robert Howell — an investor who’s built wealth through 33 mobile home parks — to break down the exact process that got him there. Robert shares his 4-step formula for finding, evaluating, and closing profitable mobile home park deals. From identifying undervalued land to doing deal diligence and confirming value, this episode w…

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Tokenization Moves From Pilot to Market Reality 42:07

6d ago42:07

42:07

Tokenization is moving from concept to practice as regulation, infrastructure, and institutional readiness advance. In this episode, Alan Konevsky, Chief Executive Officer of tZERO and Manish Dutta, Co-Founder & CEO of Alphaledger discuss how real-world assets on chain are shifting issuance, trading, and investor access. The conversation covers the…

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WIP 1859: #ThrowbackThursday - Wholesaling Quicktip - Where is the Best Place to Start Wholesaling Houses 7:17

6h ago7:17

7:17

Expanding your wholesaling business into new markets? There’s a strategy to doing it right. In this short but powerful episode, Brent “Mr. TTP” Daniels breaks down how to identify the best locations for your next deals — and shares simple yet effective ways to attract distressed property owners who are ready to sell. Enroll in Brent's TTP Training …

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312. Is Crypto Right for You? 41:56

1d ago41:56

41:56

In this episode of A Wiser Retirement® Podcast, Casey Smith sat down with Robert Swarthout, Founder & CEO of Teton Crypto Capital, to revisit the cryptocurrency questions they first tackled in 2020 and how the answers have evolved over time. Their answers are here to help you find out, does crypto belong in your portfolio? Related Podcast Episodes:…

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WIP 1858: The Free 7-Minute Marketing Method That Actually Works 11:00

1d ago11:00

11:00

You don’t need a big budget or a fancy marketing team to get real estate leads—just 7 minutes a day. In this episode, we break down a simple, free marketing strategy that actually delivers results. Learn how to use Google My Business to boost your visibility, why reviews can make or break your credibility, and how to clean up your social media for …

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#132 - How to Buy an Airport with Robert DeLaurentis 55:43

1d ago55:43

55:43

What happens when a real estate investor decides to buy an airport? In this episode, host Tait and Ryan sit down with Robert DeLaurentis, the “Peace Pilot,” to unpack how he transformed a rundown airport into a thriving hub of aviation and community life. Robert shares how his decades in multifamily real estate funded his passion for flying, why le…

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#264: Rewriting Reality with Hermetic Wisdom, Dissolving Judgment, and Achieving Goals by Approaching Them Obliquely w/ Dr. Steven Young 1:34:58

2d ago1:34:58

1:34:58

On August 7th, I had a session with my friend Keith Hodge where he supported me in connecting deeper with my vision and future self. In that session, a new awareness came through: To step into the next level of my vision and impact, I would need to shift my relationship with judgement. (I’ll explain more what I mean by this in a second) A day or so…

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WIP 1857: 20 Skills You Need to Become an Unstoppable Real Estate Wholesaler 36:33

2d ago36:33

36:33

There are 20 critical skills to get you to the top of the wholesaling ladder! You might be thinking "that's a lot of steps", but by following these steps, you can make the entire process easier, and more organized, putting you in the best possible position for massive success! Today, host Brent Daniels and guest Javon King will dive into the nitty-…

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Why most businesses never break through (until they learn this) | Ben Serven 42:44

8d ago42:44

42:44

Send us a text Ben Serven, the founder of Black Sheep Global, discusses the transformative power of process optimization and automation in property management. Learn how to document, implement, and automate processes for long-term business growth, the importance of creating a positive company culture, and how to overcome common obstacles in adoptin…

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WIP 1856: The Real Estate Secret Hiding in Every Small Town in America 14:11

3d ago14:11

14:11

Todd Toback uncovers one of the most overlooked real estate opportunities across America — mobile home parks. He breaks down how these hidden gems generate consistent passive income, strong cash flow, and offer less competition than traditional real estate investments. Todd also explains the unique model of buying and renting dirt, the importance o…

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311. Smart Charitable Giving Before December 31st 34:30

13d ago34:30

34:30

In this episode of the A Wiser Retirement® Podcast, Shawna Theriault, CFP®, CPA, CDFA®, and William Medcalf, CFP® discuss how year-end is the perfect time to be strategic with charitable giving. They explore smarter ways to give, instead of just writing a check, to reduce your tax burden. Related Podcast Episodes: Ep 307: Unlocking the Power of Tru…

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EP 47: The #1 Retirement Killer That's NOT the Stock Market (Most People Miss This) 59:37

6d ago59:37

59:37

In this episode of Think Outside the Stocks, host Madhavi Jain welcomes Chris Orestis, President of Retirement Genius, to discuss a revolutionary approach to retirement planning. With over 25 years of experience, Chris shares valuable insights into how retirees can protect their wealth and prepare for the financial demands of long-term care. Chris …

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WIP 1855: The Fastest Way to Make Money in Real Estate (House Hacking Explained) 10:22

6d ago10:22

10:22

In this episode, Brent Bowers breaks down the power of house hacking—a smart strategy to fund your real estate dreams even when money is tight. Inspired by one of his Landsharks students, Brent shares creative ways to turn your current living situation into a cash-generating opportunity, from renting out spare rooms and garages to house hacking you…

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Building Responsible Innovation in the Age of AI 25:24

8d ago25:24

25:24

As data and AI reshape financial services, the question isn’t just what can be built but also, how it can be built responsibly. In this episode, Melissa Koide, CEO of FinRegLab, joins host Jim Jockle to discuss how technology and regulation are evolving together. From credit inclusion and data privacy to explainable AI and model oversight, Melissa …

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WIP 1854: #ThrowbackThursday - How a Troubled Teen Turned His Life Around and Found Massive Success with Wholesaling 31:40

7d ago31:40

31:40

We’ve all faced setbacks, but there’s always something within us that keeps the fire burning to move forward. At just 18, Jesse Davis from Tyler, Texas, was sentenced to two years in jail on four different charges. Determined to turn his life around, he put in the work and focused on educating himself. Today, Jesse is not only a nurse but also a th…

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#131 - Reading the Economy: Insights from the Bowtie Economist, Dr. Elliot Eisenberg 40:38

8d ago40:38

40:38

Where should you put your money right now? Ryan Gibson and Tait Duryea sit down with economist Dr. Elliot Eisenberg to decode the markets, interest rates, and the economic forces shaping your portfolio. From AI layoffs to multifamily real estate, they break down how high-income earners, especially pilots, can build wealth intelligently amid uncerta…

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WIP 1853: How Google My Business Brought a $60K Deal Walking Through the Door 37:44

8d ago37:44

37:44

In this episode, Brent sits down with Greg Berney from Joe Homebuyer Greensboro to break down why smart investors always go assignments first — and how this simple rule can help you scale faster, earn consistently, and stay ahead of market changes. Greg reveals his system for managing 50+ deals a year, finding the right exit strategy, and why hirin…

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#263: I Wrote an Album for My Wife’s 30th Birthday — Here’s What I Love Most About Her 34:05

9d ago34:05

34:05

My wife, Leah, turned the big 3-0 yesterday! To celebrate her, we’re doing two things: We’re in Florence, Italy for two weeks eating copious amounts of gelato, pizza, and gnocchi… introducing our 2 year old daughter to our favorite city I’m releasing this episode to share what I love most about her, using some AI music to add an extra little oomph!…

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WIP 1852: #Classic - Unstoppable Mindset - From Sweeping Floors to Consistent Wholesale Deals 43:33

9d ago43:33

43:33

Brandon Narrain's journey from sweeping floors to secure consistent wholesale deals is nothing short of inspiring. He went from faith to fact, proving that there's money in real estate and making deals. In this episode, Brandon breaks down how to make serious cash from utilizing properties, and break free from financial limits. Learn from his inspi…

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What Does Social Media and Monopoly have in Common? | Barrett Freeman 30:19

19d ago30:19

30:19

Send us a text Building and Leveraging Social Media for Real Estate Success - "I control 8% of all Facebook Traffic in Kentucky" In this episode, Barrett Freeman, an insurance attorney, property manager, and avid real estate investor, shares insights on building a robust social media presence for real estate ventures. Barrett explains how he acquir…

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WIP 1851: The Retirement Account Loophole Every Wholesaler Should Know About 13:20

10d ago13:20

13:20

What if you could make more money… and keep more of it? In this episode, Todd Toback reveals one of the smartest (and most overlooked) strategies wholesalers can use to grow their wealth — the IRA loophole. From tax-free gains to investing in other people’s deals, Todd breaks down how to turn your wholesale profits into long-term, generational weal…

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310. How Can You Travel the World in Retirement? 47:08

11d ago47:08

47:08

In this episode of A Wiser Retirement® Podcast, Casey Smith and Travel Advisor Amy Rambo with Blue Pineapple Travel cover how to build a travel line item into your retirement plan, stretch your budget with timing and seat strategies, stay protected with insurance, and tailor trips to your pace and mobility. Related Podcast Episodes: Ep 294: How Sma…

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#130 - From Wall Street to Real Wealth: Lessons from Ted Greene 28:56

13d ago28:56

28:56

What does true diversification look like when you’re building wealth as a pilot? In this episode, Ryan Gibson sits down with his longtime colleague and friend, Ted Greene, to unpack how to define success with your spouse, avoid emotional investing, and create a portfolio that brings peace of mind. From surviving Wall Street lawsuits to building las…

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WIP 1850: How to Make Money in Real Estate with No Money and No Credit 15:19

13d ago15:19

15:19

Brent Bowers shares how he built a successful real estate investing business from scratch—without relying on money or credit. From his first land deal to achieving financial freedom, Brent opens up about the lessons, mindset shifts, and practical steps that helped him transform his life. Even if you’re just starting out or looking for a way to brea…

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Reruns and Revolutions in the Market Cycle 31:54

23d ago31:54

31:54

Markets in 2025 are testing investors’ ability to read a changing cycle. Between AI-driven innovation, shifting monetary policy, and new waves of economic nationalism, signals are mixed but momentum is building in unexpected areas. In this episode, David Russell, the Global Head of Market Strategy, TradeStation, joins host Jim Jockle to discuss how…

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WIP 1849: #ThrowbackThursday - How a Former Military Pilot Cold-Called His Way to 30 Wholesaling Deals 39:12

14d ago39:12

39:12

Brent Bowers shows you how to break into real estate investing even if you're starting with zero cash or credit. He covers strategies for getting started with no money down, tips on making land deals without needing credit, and how to find undervalued land. Brent also shares what he does with his passive income, offering a roadmap for reinvesting p…

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WIP 1848: How This Couple Averages $50K Per Wholesale Deal (Complete Breakdown) 46:07

20d ago46:07

46:07

What if your next deal could earn you $50,000? In this episode, Nicole and Ludomir spill exactly how they did it — breaking down their full journey from house flippers to wholesale pros. They reveal the mindset shifts, cold-calling secrets, and partnership strategies that helped them build massive cash flow without taking on a single loan. If you’v…

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#262: Secrets to Building Movements That Last — From the Woman Who Helped Shape the Self-Help Revolution… w/ Marcia Martin (Part 2 of 2) 1:14:28

19d ago1:14:28

1:14:28

Last week, we released part one of a two-part series featuring Marcia Martin — the woman who helped pioneer the self-help empire. In case you missed it… Marcia was one of the original pioneers behind EST (now known as Landmark Forum). She helped grow it from a 30-person seminar into a worldwide phenomenon with 800,000+ graduates, worked behind the …

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WIP 1847: #Classic - Cold Calling Real Estate Agents LIVE - How to Pull Deals Out of Thin Air 15:21

16d ago15:21

15:21

The market is "white hot," making it tougher for wholesalers to find deals. But as the saying goes, "You make your money when you buy." In this live cold call, Brent reveals powerful strategies to generate leads and close deals, even in today's market. Start quality conversations with agents now and watch your business take off! Check out Brent's T…

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WIP 1846: How to Extract an Extra $40-50K Per Month From Your Wholesaling Business 9:16

17d ago9:16

9:16

Ready to squeeze more profit out of your wholesaling business — without doubling your workload? Todd Toback reveals the secret sauce to pulling an extra $40K–$50K a month from the deals and leads you already have. From sharpening your negotiation game to labeling leads like a pro, this episode is your roadmap to doing less busy work and making way …

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309. Financial Planning Tools for Pilots, By a Former Airline Pilot 46:12

27d ago46:12

46:12

In this episode of A Wiser Retirement® Podcast, Casey Smith, President of Wiser Wealth Management and former airline pilot is with Grace Kennedy, Financial Planning Associate to discuss the unique financial needs of pilots and the smartest financial planning path for them. Airline pilots face a unique mix of high-but-variable income, mandatory reti…

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WIP 1845: The Land Strategy That Makes Traditional Wholesaling Look Like Pocket Change 31:08

20d ago31:08

31:08

In this episode, Brent Bowers sits down with land developer Brandon Cobb to break down the profitable world of land deals—and why it can make traditional wholesaling look small in comparison. Brandon shares how he transitioned from wholesaling to land development, the step-by-step process of turning raw land into major deals, and why building relat…

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WIP 1844: #ThrowbackThursday - Wholesaling Quicktip - Can You Wholesale Real Estate without a License 10:34

21d ago10:34

10:34

Some states require wholesalers to obtain a license due to the presence of “bad actors” — individuals who make unrealistic promises, tie up properties they can’t afford, and operate unethically. However, it’s important to note that these issues can still occur even with licensing in place. In this episode, Brent Daniels breaks down everything you n…

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WIP 1843: How These Wholesalers Scaled to $65K Monthly Marketing (With 4-5X ROI) 39:19

22d ago39:19

39:19

How do you scale a wholesaling business to $65K in monthly marketing while keeping a 4–5X ROI? In this episode, Joe and Devin Hager reveal the systems, strategies, and mindset that helped them build a powerhouse operation. They break down their lead-to-appointment ratios, the four pillars that drive seller motivation, and the pros and cons of PPC v…

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#261: Meet the Woman Who Pioneered the Self-Help Industry, Took EST From 30 People to 800,000+, and Helped Launch Tony Robbins & The Secret… w/ Marcia Martin (Part 1 of 2) 1:07:18

1M ago1:07:18

1:07:18

Today, I get to introduce you to someone who fundamentally helped create the personal development industry as we know it. In the 1970s, Marcia Martin was one of the original pioneers behind EST (now known as Landmark Forum). She was there during the very first 30-person seminar… and helped the organization grow to 800,000+ graduates, sparking a mov…

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WIP 1842: #Classic - How This 20 Year Old Closes Deals while Going to College 40:04

23d ago40:04

40:04

Do you think a college kid can crack the real estate code? Well…the answer is…yes! Ethan Brown, is a 20-year-old balancing textbooks and property portfolios. Learn how he's turning classrooms into boardrooms, scoring rental deals, and predicting the future of real estate. From SMS marketing to acing big deals, Ethan will share how he’s able to do b…

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WIP 1841: How to Use Subject To Financing to Build Your Wholesaling Fortune 21:04

24d ago21:04

21:04

Build wealth without new loans! Todd Toback reveals how Subject To Financing lets you take over low-interest mortgages, create instant cash flow, and grow your wholesaling fortune—while keeping your credit clean. You’ll also learn key concepts like PITR, amortization, appreciation, and depreciation — with real-world examples you can use right away.…