Best Wealth Equation Podcasts (2025)

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MVP: The Net Worth Tipping Point 20:59

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1d ago20:59

20:59

The tipping point will change your life. True financial freedom occurs only AFTER this tipping point. Most never arrive here—for some, it takes 4 decades. Tune in to learn: What is the tipping point and why it’s the only thing that creates true safety and freedom The biggest mistake most people make that delays this by 10, 20 or 40 years The 2 toxi…

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The Enough Equation: Redefining Success, Wealth, and Happiness with Will R. Young | Ep. 264 29:02

1h ago29:02

29:02

Hey friends! I am SO excited to share this episode with you! Today, I had the absolute pleasure of chatting with Will R Young—he’s a behavioral finance expert, a practicing stoic philosopher, and the author of “The Enough Equation.” in today's episode, we deep into the big, juicy question: What if the real secret to a meaningful life isn’t having m…

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Building a Sustainable Growth Strategy and Moving Your Business Beyond Market Returns 21:49

5d ago21:49

21:49

Growth doesn’t happen by accident—it’s built through focus, discipline, and a strategic approach. In this episode of If You Could, Matt and Taryn sit down with Kraleigh Woodford, Executive Vice President of Growth Strategy and Enablement at LPL Financial, to unpack what truly sets top-performing advisors apart. Drawing on insights from LPL’s ground…

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Why Your Planner Isn’t the Problem: Rethinking Systems for a More Connected Life | Ep. 263 15:54

6d ago15:54

15:54

Hey y’all. This week, we’re talking about one of my favorite topics: planners and systems! If you’ve ever had a drawer full of half-used planners or too many digital apps that promised to “fix your life,” this one’s for you. I’m diving into why we’ve been taught to chase control—and what happens when we trade that for connection instead. In this ep…

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Why Investing Feels Complicated 16:56

10d ago16:56

16:56

Investing only feels hard because the industry makes it confusing on purpose. In this episode, I break down the smoke-and-mirrors that keep women overwhelmed and show you the ridiculously simple strategy that actually builds wealth. You’ll learn the 3 ingredients every powerful portfolio needs, and how to grow a multi 7 Fig. net worth without overt…

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From Burnout to Balance: Lisa Goldenthal on Building Clarity, Confidence, and Consistency | Ep. 262 18:44

3h ago18:44

18:44

Y’all, this conversation lit me up! Lisa Goldenthal is one of those guests who brings equal parts strategy and soul. She’s a top 15 executive coach, bestselling author, and the creator of The Boss Method — and she dropped some serious wisdom on how high performers can stop spinning and start leading with purpose. We talk about why burnout doesn’t m…

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How to Have a Holiday That Feels Magical (Even When Life Feels Banana Pants) | Ep. 261 16:49

13d ago16:49

16:49

You know that feeling when the holidays roll around and suddenly your joy gets buried under all the wrapping paper and to-do lists? Yeah—me too. I love the lights, the cocoa, the matching jammies… but I also know how easy it is to lose myself in all the “should.” In this episode, I’m hitting pause with you to talk about designing a holiday that fee…

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How to Eliminate Investing Fear 15:52

16d ago15:52

15:52

Fear around investing is normal, especially for women, but it’s costing you serious wealth. Most women avoid investing because it feels risky, complicated, or overwhelming… but the real risk is staying stuck, saving your money, and missing decades of growth. In this episode, I break down the difference between saving and investing in plain English,…

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Why “Balance” Is a Myth — And How to Build a Life That Actually Fits with Tiffany Sauder | Ep. 260 28:49

18d ago28:49

28:49

I’ll be honest. Balance has always felt like a finish line I couldn’t quite reach. But what if it’s not the goal at all? In this episode, I sit down with the incredible Tiffany Sauder to talk about what happens when we stop chasing balance and start building a life of and—where all the pieces of who we are get to coexist, not compete. Tiffany share…

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Every Drop Matters: The Justin Wren Story 23:01

19d ago23:01

23:01

In this special episode of If You Could, hosts Matt and Taryn sit down with Justin Wren—former MMA fighter turned humanitarian—to explore what it means to live a life defined by serving others. Justin shares his journey of how fighting in the ring first saved his life, but fighting for the forgotten became his purpose. His nonprofit is dedicated to…

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Before You Plan Next Year: My Favorite Reflection Rituals to End the Year with Clarity, Calm, and Confidence | Ep. 259 17:38

19d ago17:38

17:38

By Danielle McGeough, PhD | Burnout Recovery Strategist

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Playing Small Is Keeping You Overwhelmed: A New Approach to Goals and Growth (Listener Favorite with Julie Boll) | Ep. 258 28:21

25d ago28:21

28:21

What if playing small is the very thing keeping you overwhelmed? In this powerful conversation with leadership coach and facilitator, Julie Boll, we unpack what happens when women shrink their goals to stay safe, say yes to too much, and call it balance. Julie shares her journey from nonprofit executive to entrepreneur—and how learning to trust her…

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The Power Of One 9:56

27d ago9:56

9:56

Most women underestimate the impact of tiny improvements on their portfolio. A single percent can feel meaningless, but that 1% could literally be worth millions. In this episode, I show you how to use “The Power of One” to dramatically increase your wealth without working harder, taking on more risk, or changing your lifestyle. I’ll break down the…

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Rebuilding Belief in Yourself: How to Strengthen Self-Efficacy and Follow Through on Your Goals | Ep. 257 20:45

27d ago20:45

20:45

Ever set a goal and thought, Can I actually do this? You plan, you prepare, but somewhere between the excitement and execution, that quiet self-doubt sneaks in. In this episode, I break down what self-efficacy really is—your belief in your ability to make things happen—and why so many high-achieving women struggle with it. I share with you the four…

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Leading with Love: How Radical Compassion Transforms Leadership with Marcel Schwantes | Ep. 256 29:07

15d ago29:07

29:07

I’ve been sitting with this question lately. Does this increase your capacity to love? In today’s episode, I’m joined by global leadership expert and author Marcel Schwantes, whose new book Humane Leadership: Lead with Radical Love, Be a Kickass Boss is changing the way we think about leadership. We talk about what it really means to lead with love…

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The New Alts Equation: How the 60/40 portfolio is being replaced by 40/30/30 22:02

1M ago22:02

22:02

Alternative investments are no longer just for high-net-worth investors — they’re becoming a must-have in every investor’s toolkit. In this episode of If You Could, Matt and Taryn dive into the fast-evolving world of alts with Cheri Belski, Head of Investment Management Solutions at LPL. Together, they explore how access, education, and technology …

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Should I Pay off Debt or Invest? 19:02

1M ago19:02

19:02

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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10 Minute Reset Lab: How to Reclaim Motivation, Energy, and Focus to Get Your Goals | Ep. 255 16:24

28d ago16:24

16:24

Last month I felt unstoppable. I was strong, focused, energized. And then, slowly, my motivation just faded. Add an ear infection into the mix, and I realized I needed to hit pause. That pause turned out to be one of the most productive things I could do. In this episode, I walk you through my 10 Minute Reset Lab, a research-backed ritual I use whe…

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S01 E014 | Navigating Money, Time & Health as a Business Owner | Susan Ayton | The Wealth Equation 39:54

1M ago39:54

39:54

Susan Ayton is a power house of a CEO...humble and funny, but deeply focused and absolute thought leader in her sector. This was a very impressive conversation with a very impressive business leader. Susan has had some serious challenges, her health has failed her at times meaning that our exploration of the Wealth Equation became more than pertine…

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From Burnout to Balance: How Breathwork Can Help Women Thrive in Perimenopause & Beyond with Polly Warren | Ep. 254 24:31

1M ago24:31

24:31

In this episode, I sit down with Polly Warren, a coach and breathwork facilitator, to talk about how breathwork can help high-achieving women manage stress, burnout, and the challenges of perimenopause. We share our personal stories and discuss how hormonal changes can impact our lives—and how simple breathing techniques can make a real difference.…

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The Actual Cost of Waiting 22:34

1M ago22:34

22:34

Most women think waiting to invest is a smart move until they realize it’s quietly costing them hundreds of thousands of dollars. In this episode, I break down the true financial impact of waiting. Not just in dollars, but in years of lost compounding and opportunity. I’ll walk you through the simple math behind exponential growth, the mindset fall…

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How to Make Better Decisions: Embracing Frequency Over Consistency in Life & Planning | Ep. 253 14:23

1M ago14:23

14:23

In this episode, I’m diving headfirst into the wild world of decision-making, because let’s be real, sometimes saying “yes” or “no” feels like a full-on wrestling match with our own brains. I share a story about my son and his big crossing guard dilemma, and how it got me thinking about all the ways we adults juggle commitments, dreams, and that ev…

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4 Unusual Signs your Net Worth is About to Explode 20:59

1M ago20:59

20:59

Most women are obsessed with income growth but that’s not what makes you wealthy. Your net worth is the real game. In this episode, I reveal four unusual signs that your net worth is about to explode. These aren’t the things you’ve heard before. They’re deeper, more powerful energetic and strategic shifts that every seven-figure investor I’ve worke…

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Why Budgets Fail (and How to Finally Make Money Goals Work for You) with Shari Rash | Ep. 252 27:25

1M ago27:25

27:25

Hey friends! In this episode, I sit down with the amazing Shari Rash from Everyone’s Talking Money, and we get real about all the emotions, shame spirals, and identity shifts that come with setting money goals. If you’ve ever felt like budgeting is a struggle or avoided peeking at your bank account, you are so not alone. This conversation is for yo…

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The SunSaver Strategy: How to Cut Taxes with Renewable Energy Investments 1:01:55

2M ago1:01:55

1:01:55

Want to turn your tax bill into an investment? In this episode, Heidi Henderson and Adam Carver reveal how renewable energy tax credits can legally offset up to 25% of your federal taxes—while helping fund the future of clean energy. In this episode of Slash Tax, host Heidi Henderson sits down with Adam Carver, CEO and Founder of SunSaver Tax Equit…

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Crypto: Fad, Future, or Financial Frontier? 23:32

2M ago23:32

23:32

Digital assets have moved from niche to mainstream—but what does this mean for the world of finance? In this episode of If You Could, Kristian Kerr, Head of Macro Strategy at LPL Research, joins hosts Matt and Taryn to unpack the evolving digital landscape. From early adoption to emerging trends, Kristian shares insights on how this space is influe…

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Jeff Patterson Breaks Down How to Meditate to Remove Guilt, Shame and Blame | EP 69 48:36

1M ago48:36

48:36

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What 250 Podcast Episodes Taught Me About Goal Setting, Planning, and Rituals | Ep. 251 21:53

1M ago21:53

21:53

By Danielle McGeough, PhD | Burnout Recovery Strategist

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The Embodied Art of Goal Setting: Why Presence and Posture Matter More Than You Think | Ep. 250 18:11

2M ago18:11

18:11

Have you ever noticed that sometimes the biggest breakthroughs in planning don’t come from adding more to your plate, but from slowing down and paying attention? In this episode, I’m diving into the magic of presence, posture, and possibility. I talk about how these three simple shifts can totally transform the way you set goals and move through ch…

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How to (+ NOT to) use AI for your investments 15:25

2M ago15:25

15:25

AI is here- and it’s evolving faster than most people realize. In this episode, I dive into how to use ChatGPT as a powerful wealth-building co-pilot, not a decision-maker. I share how I personally use it to accelerate strategy, generate game-changing insights, and sharpen investment thinking, plus the critical mistakes to avoid so you don’t get mi…

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Finish 2025 Focused: Q4 Planning Strategies to Beat Self-Doubt and Hit Your Goals | Ep. 249 19:25

2M ago19:25

19:25

Ever feel like you should be further along by now? Like no matter how hard you try, you just can’t quite get it together? In this episode I’m tackling the loud self-doubt that always seems to sneak in during Q4. We’re flipping the script so you can move from inner critic to clarity and finish 2025 strong, focused, and proud of yourself. I share a s…

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Design Your Week Like Amazon Designs Products | Working Backwards with Howard Steinman Ep. | Ep. 248 27:34

2M ago27:34

27:34

What if you could design your week the same way top companies design their best products? That’s the question I dive into with my guest, Howard Steinman. Howard is an executive coach with over 25 years of leadership experience, including time as a technology executive at Amazon, and he brings a treasure trove of wisdom about how the “working backwa…

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You are NOT your Most Valuable Asset. 16:27

2M ago16:27

16:27

We’ve been sold a lie: that you are your most valuable asset. But that belief quietly keeps so many women stuck hustling harder, burning out, and carrying the weight alone. In this episode, I flip that narrative and show you why your portfolio, not you, is designed to be your greatest wealth-building asset. I’ll take you inside the mindset shifts a…

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The Cash Balance Blueprint: IRS-Approved Tax Savings for Entrepreneurs 47:19

2M ago47:19

47:19

Want to lower your taxes while building wealth for retirement? Discover how cash balance plans can be a game-changer for high-income earners. Summary In this episode of the Slash Tax Podcast, host Heidi Henderson interviews Chris Roehm, a cash balance plan specialist. They discuss the intricacies of cash balance and defined benefit plans, highlight…

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CEO Unplugged: LPL Financial’s Rich Steinmeier on Big Swings and Sharing the Joy (Part 2) 22:20

2M ago22:20

22:20

In the conclusion of our conversation with LPL CEO Rich Steinmeier, Rich reflects on bold moves and joyful moments. With humor and honesty, he shares how strategy, vulnerability, and even music playlists play a role in leading with impact. Plus, a rapid-fire round of questions on surprises from the year and what fills his tank.…

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CEO Unplugged: LPL Financial’s Rich Steinmeier on a Lifelong Pursuit of Greatness (Part 1) 24:17

2M ago24:17

24:17

Season 2 of If You Could with Matt & Taryn kicks off with a powerful two-part conversation featuring LPL CEO Rich Steinmeier. From his early ambitions in the auto industry to the unexpected pivots that led to a career in wealth management, Rich shares the lessons he’s carried from the frat house to the corner office, and what it really feels like a…

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How to Use a Goal Planner to Reflect, Adjust, and Achieve Your Goals All Year | Ep. 247 18:53

2M ago18:53

18:53

In this episode, I open up about the real-life challenges I’ve been facing and how I use goal planners and self-reflection to navigate busy, overwhelming seasons. I share stories from my own life around parenting, work, and supporting loved ones while talking about the power of adjusting your goals without losing sight of your bigger vision. You’ll…

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How Much to Contribute to your Investments? 22:47

2M ago22:47

22:47

Most women are contributing blindly to their investments. Throwing in a random number each month and crossing their fingers that it will all somehow work out. In this episode, I take you step by step through the math of financial freedom so you know exactly how much to contribute, why it matters, and how a few small shifts can collapse your retirem…

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The Tax Advantages of Self Storage Investing | Marc Goodin, Storage Authority 1:02:36

2M ago1:02:36

1:02:36

Self-storage isn’t just extra space—it’s one of the fastest-growing real estate opportunities with steady returns and tax advantages waiting for savvy investors. Summary In this episode, Heidi Henderson interviews Marc Goodin, CEO of Storage Authority Franchise, discussing the lucrative world of self-storage investing. Marc shares his journey from …

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When Joy Becomes the Goal: How to Make Joy Your Job at Work and Home with Lisa Even | Ep. 246 24:39

2M ago24:39

24:39

I am absolutely thrilled to bring you this episode with the one and only Lisa Even, a keynote speaker, bestselling author, and the queen of all things joy! If you’ve ever wondered how to sprinkle more joy into your daily grind (yes, even when the laundry is piling up or work feels overwhelming), you’re in for a treat. Lisa and I dive deep into the …

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How to Identify Your Core Qualities for Personal and Professional Goals in 2026 | Ep. 245 15:59

2M ago15:59

15:59

Have you ever stopped to think about the five core qualities that truly define you? In this episode, I’m taking you on a fun, reflective journey to discover the traits that make you, well… YOU! I’ll walk you through an activity that changed the way I see myself and my goals. I’ll share my own process and the results that surprised even me! We’ll ch…

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Dust, Storms & Soul Shifts: Burning Man + LBL Lessons 26:44

2M ago26:44

26:44

The last few weeks have been a whirlwind. Between Burning Man’s storms, and Living Brave Live- the “Burning Man of business conferences”, I’ve been stretched, cracked open, and deeply transformed. In this episode, I’m taking you behind the curtain of what’s been unfolding, the shifts I’ve had to embody, and the perspective that will change how you …

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How Planning Fuels Spontaneity with Clare Duffy & Eric Hanson | Ep. 244 29:16

2M ago29:16

29:16

I am SO excited to share this episode with you because I got to sit down with the incredible Clare Duffy and Eric Hanson, the award-winning voices behind Iowa’s beloved Morning Scramble! If you’ve ever wondered what it’s like to wake up a whole community with laughter, heart, and a dash of chaos, you’re in for a treat. We dive into everything: how …

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Top 3 Things to Look for in a Planner: Expert Advice for Choosing the Best 2026 Planners | Ep. 243 15:21

2M ago15:21

15:21

Hey planner pals! I’m so excited to dive into one of my favorite topics. Whether you’re a paper-and-pen enthusiast, a digital devotee, or a hybrid hero like me, this episode is packed with tips to help you find your perfect planning match. In this episode, I share the top three things I always look for in a planner: the perfect layout, space for re…

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SCOTT CPA’s: From Set to Savings: Film Production Deals That Cut Your Tax Bill 48:37

3M ago48:37

48:37

Want a legal way to turn $1 into up to $4 in deductions—while getting a backstage pass to Hollywood? This episode reveals how IRC §181 lets accredited investors pair strategic tax planning with independent film deals alongside CPA David Scott and producer John Lankford. Summary Host Heidi Henderson sits down with David Scott, CPA (Scott CPAs) and J…

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MVP: 6 Signs You Have a Codependant Relationship with Money 20:39

3M ago20:39

20:39

When you’ve been running the same money stories for decades, it can be hard to imagine a world where money isn’t stressful. And the reality where money feels freeing and easy is available to every one of you. Here’s how. I break down: 6 Signs You Have a Codependant Relationship with Money The hallmarks of a healthy money relationship How you could …

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Consistency as Self-Care: How to Reach Your Goals Without Burnout | Ep. 242 15:49

3M ago15:49

15:49

In this episode, we’re diving into the real secrets of building consistency without burning out! If you’ve ever struggled to stick with your goals or wondered how to make habits actually feel good, you’re in the right place. We’ll chat about turning routines into meaningful rituals, why self-care is the key to sustainable success, and how to keep y…

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Tom Hootman: The ROI Equation in the Age of AI and Changing Strategies 52:16

3M ago52:16

52:16

Is your marketing really working—or just draining your budget? In this episode, Heidi sits down with Tom Hootman, founder of Mixtape Digital, to unpack how businesses can calculate ROI, leverage AI responsibly, and build authentic marketing strategies that fuel long-term growth and valuation. Summary In this episode of the Slash Tax podcast, host H…

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MVP: Upper Limits and Self Sabotage 34:42

3M ago34:42

34:42

Self sabotage is sneaky. No one is immune. This will continue to silently kill your wealth until you uncover it. This happens at 100K in the same way it does at 1M. In this episode I cover: What is self sabotage + why it occurs Two common misconceptions about self sabotage 11 signs and symptoms of self sabotage 🚀 FREE INVESTING TRAINING INVESTOR SE…

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Finding Time For Planning And Goal Setting When Life Is Busy | Ep. 241 18:13

3M ago18:13

18:13

This podcast almost didn’t happen because life got lifey—and that’s exactly the point. In this episode, we get real about finding time to plan when your schedule is full, your brain is scattered, and the back-to-school whirlwind (or just…life) won’t slow down. I share eight grounded, research-backed strategies—from micro-planning and pocket rituals…