Best Proactive Money Planning Podcasts (2025)

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Episode 11: They Made a Fortune in Real Estate - Then Lost Everything (The 10% Rule They Ignored) 13:30

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11h ago13:30

13:30

When the market’s booming, it is easy to believe the good times will never end. But what happens when the music stops and your holding costs start eating you alive? In this episode, Marcus Crigler shares a hard lesson many real estate entrepreneurs are learning right now: the danger of ignoring the 10% Reserve Rule. He walks through the true story …

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From Corporate Layoff to Instagram CEO with Kar Brulhart 1:00:04

1d ago1:00:04

1:00:04

In this episode, Jannese Torres chats with marketing strategist Kar Brulhart, who turned a COVID layoff into a major glow-up story. Kar went from corporate burnout to building her dream business on Instagram and she’s spilling all the tea on how she did it. They get real about what it takes to show up online with confidence, why networking matters …

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Episode 10: How to Build a Real Estate Business That Runs Without You (Culture Blueprint) with Marck de Lautour 46:09

4d ago46:09

46:09

What if your real estate business could thrive even when you’re not there? In this episode, Marcus Crigler interviews someone who has transitioned from being a true hustler, buying houses on the Courthouse Steps and flipping them, to now serving as the CEO of a major organization in Kansas City. Marck de Lautour, CEO of SBD Housing and Best Offer K…

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Spending Money to Make More Money 32:05

5d ago32:05

32:05

Where Are You Losing Equity? It's a common misconception that cutting costs and tightening budgets is the best way to prepare for a sale. However, as Paul Curtiss explains, this approach can actually have the opposite effect. By investing in hiring executives and upgrading equipment and technology, you not only improve your business's performance n…

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Episode 9: It's Not Leads, Not Deals, Not Revenue - This ONE Thing Keeps You in Business 17:02

7d ago17:02

17:02

You can have the best marketing, a steady flow of deals, and big revenue months, but if you don’t manage your cash, your business won’t last. For today's episode, Marcus Crigler breaks down the real key to staying in business: mastering cash flow. Drawing from years of experience, Marcus shares his five most practical and proven strategies for mana…

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How To Go From Saver to Investor with Andrea Ramos 50:15

8d ago50:15

50:15

In this week's episode of Yo Quiero Dinero, host Jannese Torres sits down with Andrea Ramos, founder of Building Gen Wealth, to talk about her journey from a first-gen saver to a full-time entrepreneur and money coach. Born in Peru and raised in the U.S., Andrea shares how her parents’ example of hard work and quiet money lessons sparked her own pa…

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Three Areas To Maximize Your Business Sale 36:41

11d ago36:41

36:41

As business owners, it's easy to get caught up in the day-to-day operations and forget about the bigger picture of succession planning. However, by participating in discussions like these, you can gain invaluable advice from experts like Paul Curtiss on how to prepare for the future sale of your business. From optimizing your operations to maximizi…

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Episode 8: The Purpose-Driven Business Model That Creates Real Wealth (Not Just Revenue) 34:22

11d ago34:22

34:22

Most entrepreneurs start a business to generate income. But what if your business could do more, serve your family better, strengthen your marriage, and create real impact in the world? In this episode, Marcus Crigler sits down with Mika Self, founder of American Home Buyer in Houston, Texas, to talk about how purpose, faith, and financial clarity …

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Ep 20 - Big 2025 Tax Reform Changes: What the OBBBA Means for Your Money 26:19

13d ago26:19

26:19

The 2025 tax cuts are not just changes; they are transformations that will impact your estate tax, standard deduction, and tax planning strategies. Join hosts Jeb, Ethan, and Eric on the Metcalf Money Moment podcast as they unpack the One Big Beautiful Bill Act (OBBBA), signed into law in 2025. This episode delves into critical updates, including h…

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Episode 7: How a 200-Door Investor Operates From the Owner’s Box (Full Business Breakdown) with Corey Reyment 38:34

15d ago38:34

38:34

Most real estate entrepreneurs stay stuck working in their business instead of leading from it. For today's episode of Strength in Numbers Podcast, Marcus Crigler talks with Corey Reyment, investor, business owner, and host of The Wisconsin Investor Podcast. Listen as Corey shares how he built a 200-door portfolio, how he structured his team, manag…

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Permission to Reinvent with Norma Rapko 57:39

15d ago57:39

57:39

On this episode of Yo Quiero Dinero, Jannese chats with Norma Rapko, who proves that creativity and faith can change your life. Norma went from being a high school dropout battling anxiety and depression to becoming a multi-million dollar inventor, author, and creator of the revolutionary Crystyler tool—featured in 1,100+ Michael’s stores and on HS…

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Episode 6: How He Does 200+ Deals Per Year (And Redeploys Every Dollar to Scale His Business) 43:22

19d ago43:22

43:22

Most real estate investors dream of doing 200 deals a year. In this episode, Marcus Crigler interviews Chad Young, founder and CEO of The Easy Home Buyer, on building a business through clarity, discipline, and smart strategy. Chad describes his journey from janitorial work to running a top real estate company. He covers the importance of knowing y…

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Which is best when looking to sell? Private Equity vs Intermediary vs Broker 39:29

19d ago39:29

39:29

Understanding the Different Agents in Business Sales: When considering selling your business, it's important to understand the different types of agents you may encounter. In this episode, Paul Curtiss from EBIT Associates will break down these differences and help you determine the best fit for your situation.…

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Episode 5: How to Build a NET Million Dollar Real Estate Business 43:02

22d ago43:02

43:02

Most investors want to make a million dollars, but few know how actually to keep it. In this episode, Marcus Crigler talks with Benmont Locker, founder of Ramp REI, about what it really takes to build a lean, profitable real estate business that nets seven figures. Benmont walks through the real numbers behind a million-dollar business, from how mu…

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Becoming The Cycle Breaker with Priscilla María Gutierrez 38:45

22d ago38:45

38:45

In this powerful and deeply healing conversation, Jannese sits down with Priscilla María Gutierrez, a certified trauma-informed life coach and keynote speaker known online as The Cycle Breaker Coach. Together, they unpack what it really means to be a cycle breaker — especially as first-gen Latinas navigating cultural expectations, family pressure, …

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Ep 19 - Revolutionize Estate Planning: AI-Powered Tools & Expert Advice with Eva Deniz 21:36

27d ago21:36

21:36

Can Estate Planning be simplified? With Wealth.com’s innovative tools, like the AI extractor tool and visualizations, the answer is yes. Join Jeb, Ethan, and Eric on the Metcalf Money Moment podcast as they host Eva Deniz to explore how estate planning transforms with Wealth.com. Learn how financial advisors can streamline the creation of revocable…

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Why smart women avoid their money 13:07

28d ago13:07

13:07

Fear of opening the banking app is common—and completely human. In this episode, we trace the real reasons we delay money decisions, from decision overload and shame after mistakes to the surprising urge to avoid even when things look good because we don’t want to puncture a fragile sense of security. Then we offer a kinder path forward: a tiny hab…

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Why Estate Planning Is the Ultimate Act of Love with Alexandra Sepulveda from Trust & Will 33:55

29d ago33:55

33:55

In this powerful and eye-opening episode, we’re diving into one of the most avoided — yet absolutely essential — conversations in personal finance: estate planning. Host [Your Name] sits down with Alexandra Sepulveda, Head of Legal at Trust & Will, to break down the myths, cultural taboos, and emotional barriers that often keep us from preparing fo…

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Episode 3: The Financial Secrets Behind Those Instagram Mansions and Private Jets 18:08

30d ago18:08

18:08

Ever scrolled through Instagram and wondered how those “entrepreneurs” flying private and posing in front of mansions really afford it? In this episode, Marcus Crigler shares powerful lessons learned from working with real estate moguls who own thousands of units, revealing what truly separates those who stay wealthy from those who merely appear we…

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Episode 01: Why Working Harder Won’t Make You Wealthy (The 4-Stage Framework That Will) 18:19

30d ago18:19

18:19

Most entrepreneurs believe that hustling harder is the path to wealth. The truth? Hard work alone won’t make you financially free. Without the right framework, you’ll stay stuck in the cycle of hustle and stress no matter how many deals you close. In this episode, Marcus Crigler breaks down the Wealth Framework he developed after a decade of workin…

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Episode 02: 5 Reasons Your Real Estate Books Are a Disaster (And How to Fix Each One) 12:04

30d ago12:04

12:04

If you don’t have books or financial statements, that’s a big problem. No records usually means your books are a mess, and it’s time to fix it. For today's episode, Marcus Crigler breaks down the five biggest red flags that show your books are in trouble. From missing reports to inconsistent categorization, he shares real examples and practical ste…

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Episode 4: The Warren Buffett Quote That's Keeping Real Estate Entrepreneurs Broke 9:35

30d ago9:35

9:35

Most real estate entrepreneurs love quoting Warren Buffett’s rule: “Don’t lose money.” It sounds smart until it keeps you stuck. In this episode, Marcus Crigler breaks down why this advice, while great for investors, can hurt entrepreneurs who make their living trading assets. He shares a real story about “Jim,” a client who held onto a property fo…

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Why This Podcast Exists – The Truth About Real Estate Wealth No One Tells You with Marcus Crigler 3:08

1M ago3:08

3:08

A lot of real estate entrepreneurs are making money but still feel broke. Deals are closing, revenue looks strong, yet the stress never goes away, and the bank account always feels empty. In this teaser episode, host Marcus Crigler, CPA, CFO, and founder of Beck CFO & CPA, pulls back the curtain on why so many real estate entrepreneurs stay stuck i…

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Unclear Roles and Goals: A Costly Mistake Many Business Owners Make 32:39

1M ago32:39

32:39

When it comes time to sell or transition a business, unclear roles and undefined goals can be particularly detrimental. Potential buyers and successors look not only at financials but also at the systems and leadership in place. Without clear structure and measurable goals, the value of the business may suffer.…

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Rewriting the Rules of Visibility with Cristina Olivarez 38:12

1M ago38:12

38:12

This week on Yo Quiero Dinero, Jannese sits down with Cristina Olivarez—award-winning visibility and leadership coach, TEDx speaker, and founder of The Social Butterfly Gal and Hustle + Socialize. Cristina shares her journey from chasing the “perfect” career path in broadcast journalism to building her own platforms that empower Latinas and women o…

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Free Money! Could Your Loan Fees Be Waived? 24:21

1M ago24:21

24:21

The Small Business Administration's recent notice regarding potential loan fee waivers for small manufacturers is a promising development for the industrial sector. By considering a one-year waiver incentive for loans of $950,000 or less, the Trump administration aims to support the growth and sustainability of small businesses in this industry. Th…

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#99: The Ultimate 3-Step System to Break Stagnation & Build Momentum 47:09

1M ago47:09

47:09

You're not alone. The most successful men have faced this wall and broken through it. You had a plan, but life hit you hard and knocked you off course. Or you're stuck in your own head, knowing you've got what it takes but still not pulling the trigger. This episode of The Manhood Experiment is here to help you break through that wall and get back …

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Made With Sazón: Turning Recipes into a Digital Empire with Elena Gergis 41:37

1M ago41:37

41:37

In this episode of Yo Quiero Dinero, host Jannese Torres sits down with Elena Gergis, the creator behind Made With Sazón, to talk about the journey from beauty blogging to becoming a viral Puerto Rican food content creator. Elena shares how rediscovering her cultural roots led to explosive growth online, why niching down matters, and how consistenc…

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Unprepared Makes You Undervalued 26:07

2M ago26:07

26:07

Success in business is often attributed to offering a superior product or service compared to competitors. However, the same principle applies when it comes to succession planning within a company. In order to maximize the value of your business and ensure a smooth transition, it is crucial to be more attractive than other potential buyers or succe…

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The Double Tax: Why Women of Color Pay More and Get Less with Anna Gifty 56:40

2M ago56:40

56:40

In this week’s episode of Yo Quiero Dinero, Jannese sits down with economist, author, and changemaker Anna Gifty to unpack the hidden costs women of color face in every stage of life — what Anna calls “The Double Tax.” From beauty standards and career hurdles to childbirth, caregiving, homeownership, and even retirement, Anna breaks down how racism…

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Private Equity: The Good, The Bad, And The Ugly 38:29

2M ago38:29

38:29

The Risks and Rewards of Selling to Private Equity Private equity can be a lucrative option for business owners looking to sell their company. However, it's important to carefully consider the risks and rewards involved in such a transaction. Join us as we discuss the potential pitfalls and benefits of selling your business to a PE firm, and how to…

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Ep 18 - Benefits of Naming a Corporate Trustee with Randy Kimmel 22:27

2M ago22:27

22:27

When it comes to navigating the complexities of trust administration, having the right team in place is essential. On this episode of Metcalf Money Moment, hosts Jeb, Ethan, and Eric welcome Randy Kimmel from BOK Financial Advisor Trust Services for an in-depth discussion about corporate trustees. Together, they cover everything from handling speci…

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Jefas y Mamás: How to Break Free from the Comfort of Chaos| Karina F. Daves 1:10:00

2M ago1:10:00

1:10:00

In this episode of the Yo Quiero Dinero Podcast, host Jannese Torres sits down with relationship coach, podcaster, and corporate baddie Karina F. Daves to talk about balancing it all—motherhood, marriage, and entrepreneurship—without losing yourself. Karina shares how she built a six-figure business while working full-time, what it really takes to …

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It's More Complicated Than You Think 24:26

2M ago24:26

24:26

The text highlights a concerning statistic that 70% of business owners looking to sell have no plan in place for succession. This lack of planning can have significant implications on the overall transfer of wealth within the family. It serves as a reminder of the importance of proper succession planning in ensuring a smooth transition of business …

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How to Rewrite Your Money Story and Build Real Wealth with Rose Han 41:18

2M ago41:18

41:18

What happens when you do everything “right”—go to college, land the six-figure job, make your family proud—and still end up buried in debt, burned out, and feeling trapped? In this episode, Jannese sits down with Rose Han, a first-gen wealth builder, YouTuber, and now author of Add A Zero. Rose opens up about her journey from over $100K in student …

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Keeping Your Money - With Will Sutherland 27:30

2M ago27:30

27:30

Will Sutherland, CEO and President of Three Pillars Wealth Management, emphasizes the importance of planning for business owners who have sold their company for a significant amount. He believes that proper planning is essential to ensure that as much of the windfall stays with the owner as possible.…

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Ep 17 - Decoding Social Security for Retirement Planning 23:40

2M ago23:40

23:40

Wondering how to navigate the world of Social Security? Join financial advisors Jeb, Ethan and Eric as they tackle one of the most critical topics for retirees. This episode provides a clear overview of how Social Security works, from eligibility requirements and the Full Retirement Age to the often-overlooked spousal benefit. They offer valuable i…

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How To Break Free From The Ambition Trap with Amina AlTai 29:58

2M ago29:58

29:58

Let’s be real… so many of us are out here chasing success, burning ourselves out, and wondering why it still doesn’t feel like enough. 👀 In this episode, I’m chatting with Amina AlTai—executive coach, speaker, and author of The Ambition Trap: How to Stop Chasing and Start Living. Amina knows firsthand what it’s like to push so hard that your body l…

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The First-Gen Guide to Money, Mindset, and Abundance with Diana Garcia 35:22

3M ago35:22

35:22

In this week’s episode,Jannese sits down with Diana Garcia, founder of Amigas y Dinero, to explore her personal journey from nonprofit work to becoming a full-time money coach helping Latinas rewrite their financial stories. Diana shares how a pivotal decision during the pandemic, choosing not to return to a two-hour commute led her to create her o…

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Could You Be Losing Millions? Proactive Planning Matters 22:44

3M ago22:44

22:44

In today's discussion, we delve into the crucial topic of succession planning and its impact on your financial future. The article from The Economic Times emphasizes the necessity of thorough planning to achieve desired outcomes. Rich and I stress the potential consequences of neglecting this important aspect of financial management, urging our aud…

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Ep 16 - Navigating Interest Rates and Home Loan Strategies With Jared Bahr 22:17

3M ago22:17

22:17

Are you feeling stuck between rising home prices and unpredictable interest rates? Do mortgage headlines leave you with more questions than answers? In this episode, hosts Jeb, Ethan, and Eric are joined by Jared Bahr of Arvest Bank to cut through the noise. He discusses the relationship between the federal funds rate and mortgage lending, the role…

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How To Become A Fintech Founder with Joyce Medeiros 48:18

3M ago48:18

48:18

In this inspiring episode of Yo Quiero Dinero, host Jannese Torres sits down with Joyce Medeiros, co-founder of Investrio—a financial platform designed to help solopreneurs master both personal and business money management. From her beginnings as a first-gen immigrant working on Wall Street to taking the leap into the startup world, Joyce shares h…

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The Secret Why Your Business Won't Sell 27:50

3M ago27:50

27:50

The Harsh Reality of Selling a Business: Why 80% Are Sold at a Discount This article delves into the sobering statistic that 80% of businesses are sold at a discount or not sold at all, leaving many owners in a difficult position when it comes to funding their retirement. Despite having decent profits and potential, these companies face obstacles t…

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How To Invest for Financial Freedom Before 30 with Investing Jevas 1:01:24

3M ago1:01:24

1:01:24

Mi gente, today's episode is a WHOLE vibe. Jannese is joined by Wilmarie and Adriana—aka Investing Jevas—two baddies who hit financial independence before turning 30. Yes, you read that right. These women are out here building generational wealth, breaking cycles, and reclaiming their financial power—and now they’re bringing you the blueprint. From…

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Making Money In The Trades - From Better Profits to Better Pay 35:58

3M ago35:58

35:58

Leah Kallas, General Manager at Great Lakes Skilled Trades, brings industry expertise to the discussion on maximizing revenue and retaining talent in successful companies. Her observations will shed light on effective strategies for business growth.By Dan Paulson and Richard Veltre

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Ep 15 - Executive Edge: Understanding Elite Employee Benefits 31:37

3M ago31:37

31:37

Ever wondered how top-tier professionals leverage their compensation to build lasting wealth? In this engaging episode of Metcalf Money Moment, hosts Jeb, Ethan, and Eric share decades of expertise to demystify elite employee benefits. They explore powerful tools such as deferred compensation, ESOPs, stock options, and HSAs, offering clear and prac…

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Q3 Ups, Downs, and Expectations 32:55

3M ago32:55

32:55

By focusing on the future outlook for business in the coming months, the passage underscores the need for proactive planning and adaptation to changing circumstances. It suggests that businesses should not wait to see how things unfold but rather take steps now to position themselves for success.By Dan Paulson and Richard Veltre

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How I Paid Off $47K in 20 Months with Eduek Brooks 49:05

3M ago49:05

49:05

This week on Yo Quiero Dinero, Jannese is joined by the brilliant and unfiltered Eduek Brooks, a Canadian financial educator and founder of Two Sides of a Dime. Sis does not play when it comes to money — and in this episode, she gets real about how she paid off $47,000 of debt in just 20 months, turned her financial rock bottom into a thriving busi…

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Ask Jannese: I'm A 46 Year Old Teacher Who Wants To Retire Early at 57, Can I Do It? 13:47

3M ago13:47

13:47

In this episode, host Jannese Torres dives into the inspiring journey of Gabby, a 46-year-old teacher aiming to retire by 57. Discover how Gabby transformed her financial landscape by maxing out her 403B and Roth IRA, investing in index funds, and strategically planning her retirement. Jannese shares expert insights on optimizing contributions, und…

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Charge What You’re Worth with Dielle Charon 46:28

4M ago46:28

46:28

This episode is your wake-up call, y’all. Jannese is joined by sales coach and multi-seven-figure entrepreneur Dielle Charon to talk all things money, mindset, and making bank as a woman of color. From ditching her underpaid 9-5 to building a thriving coaching empire, Dielle breaks down how to turn your skills into income, charge your worth, and st…