Making complicated financial concepts simple, Lance-o-pedia is hosted by Lance Browning of Income Solutions Wealth Management in Tyler, TX.
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Wealth Partners Podcasts
Steve and Adam Van Wie are Certified Financial Plannersâą in Jacksonville Beach, FL who operate the independent, fee-only RIA firm, Strivus Wealth Partners. Steve and Adam have more than 20 years of experience in the financial planning field, and over 50 years of combined business experience. Every Saturday they do a live, call-in radio show on WBOB AM 600 and FM 101.1 in the Jacksonville, FL market called the Van Wie Financial Hour. Call the show between 10 and 11 AM ET at 904.222.8255 to ge ...
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Ready to improve your health, wealth, partner intimacy, peer group, spirit, career, business, and more? Tune in to Get Yourself Optimized, a podcast full of secret knowledge that will enable you to reboot your life. www.GetYourselfOptimized.com
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Conversation among financial planners regarding the components of providing comprehensive financial planning services.
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Hard-hitting analysis of todayâs most relevant financial topics Cover art photo provided by Icons8 team on Unsplash: https://unsplash.com/@icons8
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Partnering to Create Wealth is a podcast from New York Private Finance (NYPF), hosted by David Marcus. NYPF provides loans to individuals using illiquid assets as collateralâincluding private company shares, LP interests, and real estate. Our clients include investors, entrepreneurs, and family offices who use our capital to invest in startups, grow businesses, meet capital calls, or buy out partners. This series explores a unique corner of the private credit market through conversations wit ...
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Are you looking to grow your wealth, achieve financial freedom, and spend lavishly on what brings you joy? Join Meagan McGuire, CFPÂź, ChFCÂź, CSLPÂź, Partner & Co-Founder of SLP Wealth, a fiduciary financial planning and coaching firm dedicated to helping everyday people take control of their financial future. Weâve helped clients manage student loan debt totaling over $4 billion and saving them a projected $569 million. Everyone should have access to the tools needed for long-term financial s ...
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As a physician, you are overworked, overwhelmed, and under-supported when it comes to your money. The Physicianâs Guide to Wealth Podcast is where you finally unpack the silent burdens of financial stress, burnout, and sacrificeâand take back control. Hosted by James Nutter, Fiduciary Financial Advisor & Partner at IM Wealth, this isnât your typical conversation about money. Itâs a raw, thought-provoking journey at the crossroads of purpose and prosperityâchallenging everything youâve been t ...
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The Financial Professionals from ICG Next offer guidance to help you make more informed financial decisions in the next chapter of your life.
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Welcome to The Noble Perspective Podcast, where amazing things happen. Jeff Brainard, CFPÂź, CFS and Grant Glenn, CFA, CFPÂź discuss everything from wealth management to current events.
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Join Cannon Carr, former business owner and Partner at EP Wealth Advisors, as he has conversations with entrepreneurs on lessons learned from the trenches. Cannon and his guests talk about sustaining business success, while appreciating financial independence along the way. Do you want to learn more about the 3Rs, a wealth strategy for entrepreneurs? Visit cannon-carr.com to find more information as well as resources to help you on your entrepreneurial journey.
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Unlock financial clarity, confidence, and peace of mind with Metcalf Money Moment â the Podcast. Whether youâre preparing for retirement, navigating a business exit, or building generational wealth, our expert insights provide the clarity and confidence needed to achieve your financial goals. Hosted by Jeb Graham, Ethan Hutcheson, and Eric Wymoreâseasoned financial professionals with a deep passion for empowering clientsâthis podcast brings decades of combined experience in wealth management ...
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The Purposeful Investor is a fortnightly podcast featuring digestible but thought-provoking and intelligent conversations about markets, leadership, psychology, and the lessons learnt along the way. Your hosts, Aden and David are from Capital Partners Private Wealth Advisers -Australia's' Professional Practice of the Year 2017, 2019, 2024. They support successful Australian families to create prosperous financial futures. Disclaimer: The information on this podcast is of a general nature onl ...
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The Wealth Enterprise Briefing highlights the latest trends in investment strategies for ultra-high-net-worth families. Join host Michael Zeuner, Managing Partner at WE Family Offices for interviews with industry experts about financial news and investment topics impacting enterprising families.
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Conversations with people who dare to be different
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Welcome to Pillars of Wealth Creation, where we talk about building financial freedom with a special focus in business and Real Estate. Follow along as Todd Dexheimer interviews top entrepreneurs, investors, advisers and coaches. Todd Dexheimer, with Endurus Capital focuses on multi-family and senior housing syndication, specializing in purchasing value add apartment buildings in emerging markets. His companies currently own 4,000 units with $400mm assets under management. Todd talks openly ...
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Join hosts Ryan Bevilacqua and Cory Jacobson as they interview top real estate investors, entrepreneurs, business leaders, and professional athletes from around the world to reveal what it really takes to build generational wealth today. Youâll learn the mindset and money habits of self-made millionaires, proven strategies for building passive income, how to invest in real estate without quitting your 9-5, and the hidden wealth hacks used by the top 1%. Ryan and Cory are active investors wit ...
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Welcome to The Verdict: Estate Planning Through Film podcast by Farella Braun + Martelâs Private Client Group. In each episode, Farella Family Wealth Partner Hons Yung and his guest will provide an entertaining look at family wealth and estate planning topics through well-known Hollywood movies. Along with thought-provoking discussions of real-world legal issues, the episodes will include lively conversations about the movie itself, including fun facts, favorite scenes, and more. And lastly, ...
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Welcome to TodaysBusinessRadio.com. We are a combination of an on air radio show at KTLK AM 1130, Minneapolis, MN and our online and on demand âbusiness reference libraryâ of over 100 interviews with business advisors, in podcast format. Our mission is to help business owners to: increase enterprise value, improve profitability, control expenses and formulate an exit strategy for the business.
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A financial planning podcast exploring wealth management, retirement planning, tax implications, and general money management. Recorded from inside a camp trailer, we navigate the world of money with a laid-back vibe.
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đ Get free access to our 12-module Masterclass and start your journey today at TheWealthElevator.com/master. The Wealth Elevator is your ultimate guide to financial freedom. From my humble beginnings buying small rental properties in 2009 as an W2 working engineer to becoming a general partner in over $2.1 billion in assets, we reveal the three-step wealth-building system, covering: đ Alternative investments to diversify your portfolio đ° Tax income strategies for financial independence đŠ Inf ...
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Retired·ish is the retirement podcast for those exploring retirement and those currently in retirement. The retirement ideas and strategies discussed are focused around preparing for one of life's biggest transitions, and how to preserve the wealth that you have worked so hard to achieve! This educational podcast was created to provide you with confidence in your retirement planning decisions. Your host, Cameron Valadez, is a CERTIFIED FINANCIAL PLANNER(TM) and partner of financial planning ...
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Money can be one of the most powerful tools in your household â when you know how to talk about it. Money Dates is hosted by a pair of married financial planners who have spent years in their professional and personal lives perfecting this very topic. Natalie and Dan have witnessed the benefits of having open, honest conversations about money. Each episode, they share personal stories, practical financial advice, and mindset shifts that help you grow wealth and confidence âtogether. Whether ...
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Welcome to Wealth Experience, a podcast by expert financial advisory firm, Alman Partners True Wealth. Join experienced Financial Advisers Kelsey Dent & Teneale Laister each fortnight for insightful and thought-provoking conversations with business professionals and life coaches, along with helpful everyday finance tips. Let us help you create a life based on your true north.
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The Annex Wealth Management Show in SWFL airs Sunday at 12 noon on 92-5 Fox News. We review the week in the markets, discuss what impacts your portfolio and financial plan, and offer insights from our investment and planning, estate, and tax teams, all operating as part of a fee-only fiduciary partner.
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Jessica Nolan and Erin Harrel became successful business partners in 2018 starting their own Real Estate Team, Old Florida Dream Team. Although they had a lifetime of friendship leading up to their partnership, these two quickly became Millionaire Real Estate Agents in just a matter of four years. They promise laughter and learning during each show! Listen weekly as they share experiences, strategies and life lessons related to business, parenting, and more!For more info about Old Florida Dr ...
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đïž Soul-Led CEO: Purpose Powered Success with Dr. Amen Kaur Youâre not stuck â youâre remembering. What looks like sabotage, burnout, or fear of being seen⊠is often unprocessed trauma stored in your nervous system, blocking your full genius and wealth expression. Soul-Led CEO is a space for conscious leaders, intuitive entrepreneurs, and high-achieving changemakers ready to build soul-aligned success without self-abandonment, collapse, or burnout. đ„ About Your Host Dr. Amen Kaur is a trauma ...
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Our Prenup Lawyer where you and I get to learn more about prenups, as I interview professionals in family law, couples consulting, and wealth management. Hosted by Elizabeth "Libby" Garabedian
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Adam Walkom is a former investment bank trader and management consultant who is now a founding partner of Permanent Wealth Partners and author of Plan for Happy - A step-by-step guide to growing your wealth. Building wealth and investing are both much more of an art form than a science and have much more to do with human and behavioural psychology than economics. Join Adam as he goes on a journey interviewing fascinating guests who share their deeply-held insights and experiences from years ...
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Welcome to the Wealth Management Invest Podcast. David Bodamer delves into the strategic insights of financial advisors and Chief Investment Officers (CIOs) from leading RIAs, including the increasing adoption of alternative investments to enhance the conventional 60/40 portfolio. Episodes showcase engaging discussions with top asset managers, shedding light on the ever-evolving landscape of private investment offerings, cutting-edge technology, and the latest developments in traditional ETF ...
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Delivering timely and thought-provoking insights for our Self-Managed Super Fund and investment clients, featuring expert perspectives from Australia's top Fund Managers and our advisers. Hosted on Acast. See acast.com/privacy for more information.
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In this show, David interviews the leading minds in Wealth Management. David Clark is an experienced and respected Financial Services Professional. As a Partner and Advisor at Koda Capital, David advises some of Australia most successful families on Wealth Management. David is also a successful entrepreneur that has exited two financial services businesses. He is a director of the St Josephs College Foundation and sits on the investment committee, as well as being a founder of ZamBzee a soft ...
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Forthlane Features: Conversations on Global Wealth and Asset Management
Forthlane Partners, Stories and Strategies
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Forthlane Features is a podcast for individuals seeking insights into sophisticated global investment strategies. Through engaging interviews with experts in the wealth and asset management industry, the podcast provides listeners with access to the minds and institutions behind the worldâs most sophisticated financial strategies. Forthlane Features is brought to you by Forthlane Partners. Forthlane Partners provides independent wealth and asset management services to ultra-high-net-worth cl ...
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Stephan Piscano founder of The Real Estate Networking Group the largest real estate group online interviews experts in real estate, finance, sports, motivation and more as we use common sense concepts to give investors insights on financial markets and have a lot of fun talking sports, politics and business motivation as well!
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By choice or by chance, our lives change when we hit our 40s. Kids grow up. Parents suddenly need care. Weâre blindsided by divorce, grief, or a million other life curveballs and whether we like it or not we end up in the financial driverâs seat! My Happy Money Journey is the go-to podcast for women 40+ who are ready to take control of money, build wealth, and live life on your own terms. Hosted by Phoebe Blamey; once an award winning financial services business owner, now a Coach, Author an ...
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Financial and retirement planning guidance from Rockfordâs Barbara Lane & Phil Guske of Pathfinder Wealth Management.
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I have a passion to help people learn about life.
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Forming the Future of Finance
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Embark on a transformative journey with The Everyday Millionaire podcast, where guests share their journey and secrets of wealth creation. Discover and learn the many ways that you too can fulfill your dreams and ambitions. Join us as we delve into the inspiring stories of seemingly ordinary individuals who have attained extraordinary results and success. Listen in to ignite your inspiration for becoming your greatest self and living your best life. Your journey and adventure toward becoming ...
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Join our community and get access to our free Masterclass - theWealthElevator.com/club Follow 'The Wealth Elevator' as it guides you on a journey toward financial freedom. Witness our transformation from humble beginnings, buying small rental properties, to becoming a general partner with over 2.1 billion in assets. Learn about our three-step system to wealth-building, including stepping into the world of alternative investments, unlocking passive income and mastering the art of infinite ban ...
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In this award winning podcast, a team of hosts from W1M are joined by a variety of guests to get under the bonnet of investment-related topics. From deep dives across the full spectrum of asset classes and regions, to broader themes of geopolitics, economics, and entrepreneurism, this podcast aims to demystify the worlds of finance, investment and beyond. Hosted on Acast. See acast.com/privacy for more information.
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In the Suite is a podcast that shares amazing stories of women in business in the financial services and wealth management industry. The podcast features interviews with inspiring, top women leaders in business and some of the biggest names in the wealth management industry. In the Suite is where youâll discover their best secrets and top strategies to grow a great business, build a strong brand, and lead teams in the 21st century. In the Suite podcast is hosted by Tina Powell, TEDx Speaker, ...
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Wealth & Wisdom: For Farming Families Who Want More Money matters â but wisdom is what makes it last. For Australiaâs most successful farming families, financial growth is only part of the picture. True, lasting success means aligning your wealth with your values, nurturing strong family relationships, and building a legacy that endures for generations. Join Ben Law, The Financial Bloke and founder of Agricoach, Australiaâs leading coaching business for high-performing rural families, as he ...
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Welcome to That's Wright, your favorite sister podcast with Crystal and Alisa Wright! On this show, we're not educating you on self-help or selling you to be anyone besides yourself. Instead, we'll be talking about insecurities, triggers, black businesses, struggles we deal with, some tears, a whole lot of money, and a whole lot more on our lord & savior, Jesus Christ! Get ready to get real vulnerable with us - we're real crazy, but we're real prosperous over here too. So join in on our unfi ...
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Join host Chip Kispert, Founder and Managing Partner at Beacon Strategies, for compelling conversations with some of the wealth management industryâs brightest minds and most innovative visionaries. In thirty minutes or less, youâll explore the future of enterprise wealth management with those helping to shape it. Expect passionate discussions about the biggest issues impacting wealth firms today, including marketing, cybersecurity, talent retention, data management, client experience and so ...
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Welcome to the Rich in Life Podcastâthe space where success is redefined beyond money and titles. Because real wealth isnât just about incomeâitâs about freedom, impact, and building a life that truly feels as good as it looks. Hosted by Danielle Rizzoâa Business Growth Strategist, Accountability Coach, entrepreneur, and single mom of fourâthis podcast is designed for those balancing big goals with lifeâs many demands. With years of experience helping professionals and business owners scale ...
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The Accessibility Partners and InclUSion podcast is hosted by Mandy-Jayne Lace. The podcast explores a wealth of topics, deep-diving into life with a disability, be it physical, a learning disability, or neurodiversity. Our challenges are unique, and this podcast aims to inspire conversations about how we all have a role to play in fostering better inclusion and reframing those stereotypical preconceptions around disability. Accessibility Partners - The business she owns. Accessibility Partn ...
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SMALL BUSINESS FINANCE â Your Guide to Business Tax Planning & CPA Tax Advice
Tiffany Phillips, CPA & Small Business Tax Strategist
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Stop Overpaying Taxes by $50K-$100K+ Every Year | The #1 Podcast for Women Entrepreneurs & Business Couples Who Want to Keep More of Their Hard-Earned Money Are you a successful woman entrepreneur or part of a husband-wife business team tired of watching 30-50% of your profits disappear to taxes? Fed up with CPAs who act more like tax preparers than strategic partners? Ready to discover the same tax strategies that save my clients an average of $97,398 annually? Youâve found your financial f ...
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Hosted by Nishlen Govender | Featuring Citadel Experts At Citadel, we believe that true wealth is freedom, the freedom to shape your next chapter, the freedom to dream boldly, the freedom to live beyond the ordinary, and beyond expectation. From your first job to building a family, launching a business, or preparing for retirement, every chapter of life presents unique opportunities and financial decisions. Welcome to The Wealth Journey, a podcast series where we explore lifeâs milestones an ...
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Steve Van Wie, Adam Van Wie, and Joey Loss discussed economic trends, including depopulation concerns and market performance. The trio delved into the impact of recent economic events, such as inflation, consumer behavior, and job losses, on market trends, highlighting notable stock performances, changes in unemployment claims, and recent developmeâŠ
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Inside the World of Family Office Direct Investing with François de Visscher
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François de Visscher, co-founder and Executive Chairman of FODIS, joins me to discuss how family offices approach direct investing. We cover the opportunities and challenges families face, how to avoid common pitfalls, and the keys to sustaining wealth across generations. In this episode of Partnering to Create Wealth, François shares lessons from âŠ
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#108: Super Tax Shake-Up: What It Means for Farming Families with Kylie Wilson, Partner - Sparke Helmore Lawyers
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What if the governmentâs proposed superannuation tax changes werenât just targeting the ultra-wealthy, but could one day hit everyday farming families? In this episode, Ben Law â The Financial Bloke â is joined again by leading agribusiness lawyer Kylie Wilson to cut through the political spin and lay out what these changes really mean for familiesâŠ
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POWC # 826: Operator to Capital Partner: Brad Johnson on Mobile Home Parks| Brad Johnson
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In this episode of Pillars of Wealth Creation, Todd sits down with Brad Johnson to discuss the realities of mobile home park investing. Brad shares how he first tried managing parks from 2,000 miles away, only to realize the inefficiencies of remote operations. Today, he focuses on providing capital to local operators with the infrastructure and syâŠ
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Childcare, College, and Raising Money-Smart Kids
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Childcare expenses have completely outpaced normal inflation, and itâs one of the biggest financial shocks new families face. We're talking real numbers and honest conversations about costs that can make you sweat. Itâs not just expensive daycare. We're sharing creative strategies and money-saving hacks that actually work, plus exploring how to weaâŠ
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Forrest "Woody" Mosten Mediator and Family Attorney Certified Family Law Specialist
27:44
27:44
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Meet Forrest âWoodyâ Mosten, an internationally recognized mediator, collaborative attorney, and certified family law specialist, who has dedicated his career to advancing peacemaking and access to justice. He is the co-founder of the Mosten Mediation Training Academy, which provides online mediation training to professionals around the world. KnowâŠ
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Strategic Choices in Fixed Income for Long-Term Investors
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After several years of unusually high returns in money markets and short-term instruments, the environment for fixed income is shifting. In this episode of The Wealth Enterprise Briefing, Michael Zeuner is joined by Sam Sudame and Matt Farrell for a discussion on how investors should be thinking about fixed income portfolios in today's market. TheyâŠ
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531. Shadow Gifts and Flow States with Amrit Sandhu
58:15
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The entrepreneur who built a 9-year podcast interviewing spiritual luminaries started with ONE person in his living room. Amrit Sandhu's journey from struggling engineering student to interviewing guests like Marianne Williamson and being personally coached by Eckhart Tolle proves that authentic growth compounds exponentially. His secret? What he câŠ
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Mindset Matters - Episode #203 - Healthy Debate and Human Connection in a Divided World
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In this episode of the Mindset Matters podcast, hosts Patrick and Steffany Francey reflect on the increasing divisiveness shaping todayâs world. Sparked by the death of Charlie Kirk, the conversation expands beyond the event itself into a broader exploration of perception, polarity, and personal growth in uncertain times. Patrick and Steffany highlâŠ
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POWC # 829 - Hunting for Success: Four Business Lessons from the Elk Mountains
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Todd was out in Montana Elk hunting and came away with a few business lessons.Each day at 5 am, Todd and 2 of his friends began to hike the mountain to an observation point, listening and watching for signs of Elk. Once they heard or saw an Elk, they began to press forward and find a way to get close. With lots of patience and the right game plan, âŠ
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Saving Too Little, Living Too Long: Retirement by the Numbers
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Data shows that many Americans are drastically underprepared for their retirement, but thereâs still time to shift your strategy. Important Links: Pathfinder Wealth Management: http://pathfinderadvisory.com/ Schedule a 15-minute Consult: http://PathfinderChat.com Buy the book, Roadmap For A Stress-Free Retirement: https://amzn.to/4gwy7uG Find Out YâŠ
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The Realities of Working with Your Spouse
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âYou get to celebrate the highest of highs with each other, but also you have to deal with the lowest of lows, whatever that may be for your business." Our hosts, Natalie and Dan Slagle, pull back the curtain on what it's really like to run a business together as a married couple. After six years of building Fyooz Financial Planning from their sharâŠ
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Why Logic Fails in Family Conversations (And What Wins Instead)
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Ever walked into a family meeting armed with facts, spreadsheets, and a bulletproof case â only to walk out with nothing but more tension? Youâre not alone. In this punchy mini episode, Ben Law unpacks why logic so often fails in farming family conversations â and what actually works instead. From succession and scaling decisions to big changes in âŠ
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Ep. 82 - Financially Supporting Your Adult Kids (When You Should)
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On this episode of Through The Pines weâll dive into how to financially help our adult children How do you see people handle Education expenses for kids or grandkids? When do you see people stop helping their kids with basic monthly expenses? Wedding Expenses? How much do we help with living expenses as kids get married How do you handle emergency âŠ
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COMING SOON - Doom Loops, Dumb Taxes & Trump's Tariffs with Catherine McBride
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A couple of weeks ago, I was joined by Catherine McBride, OBE, to talk about her work and, in particular, her recent Substack series on the UKâs Doom Loops, Debt Spirals and Dumb Taxes. Catherine is an expert in trade policy, taxation, commodities, agriculture, Brexit, and financial services regulation. She writes to offer a new perspective on tradâŠ
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Trauma Healing Journey: Turning Breakdowns into Breakthroughs
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Send us a text From Trauma to Triumph: Unlock Your Heroâs Healing Journey What if your deepest wounds were the key to your greatest transformation? In this powerful episode, Dr. Amen Kaur reveals how your trauma isnât the end of your story-itâs the beginning of your Heroâs Journey. Drawing from trauma-informed wisdom, success psychology, and cuttinâŠ
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277 \\ Hulk Hoganâs $25M Tax Secrets the IRS Hopes You Never Learn
27:54
27:54
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In this episode, we break down how Hulk Hogan built and protected a $25 million fortuneâand the smart strategies you can use too. Youâll learn simple tax tips and wealth planning moves that keep more money in your pocket. From diversifying income streams to choosing the right state for tax savings, we cover real-life examples any business owner canâŠ
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Why Fitness Is the Ultimate Cheat Code for Wealth and Clarity | E319
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Most people treat fitness like a side quest. But what if itâs actually the cheat code to unlocking mental clarity, unshakable confidence, and powerful business relationships? In this episode, we break down how fitness became one of the biggest catalysts in our entrepreneurial journey, helping us build discipline, sharpen our mindset, and expand ourâŠ
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TEDM â Kelly Roach â Designing an Exceptional Business and Life That Truly Serves (Episode 228)
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Kelly Roach is one of the only female founders in the online space to build her company from 0 to 8 figures with 0 debt, investors, or outside funding. Kelly is a former NFL cheerleader and Fortune 500 executive turned 8-figure+ entrepreneur empowering thousands around the globe to achieve financial and lifestyle freedom through entrepreneurship. KâŠ
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S3_E42 Save like a squirrel! Create your Emergency Fund
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You know that money thing you know you should be doing, but somehow you never get around to? Yep today we are building your emergency fund. In this episode I am going to show you how to save like a squirrel hoarding nuts for winter. This is your money, your financial freedom and possibly you FU fund. Whatever you call it, it is more than just a pilâŠ
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POWC # 828: Becoming Your Own Banker: Wealth-Building Blueprint | Brent Kesler
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In this episode of Pillars of Wealth Creation, Todd sits down with Brent Kesler to uncover how properly structured whole life insurance can be far more than just financial protectionâit can become a powerful tool for building long-term wealth.Brent shares his personal journey of turning massive debt into financial freedom in just 31 months, offerinâŠ
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WARNING: Do Not Touch Your Student Loans Until You Listen to This | Ep 29
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In this masterclass-style episode of Life Well Lived: A Physicianâs Guide to Wealth, host James Nutter (fiduciary financial advisor and partner at IM Wealth) is joined by Andrew Paulson, co-founder of StudentLoanAdvice.com and a nationally recognized student loan consultant affiliated with White Coat Investor. Together with James and co-host Jeff MâŠ
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Ep 205: Howard Marks - You Canât Predict, But You Can Prepare - A Framework for Positioning Portfolios
50:19
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In this special episode of Inside the Rope, David Clark welcomes one of the most influential voices in global investing â Howard Marks, Co-Founder and Co-Chairman of Oaktree Capital Management. Known worldwide for his acclaimed investment memos, often cited by Warren Buffett as essential reading, Howard has shaped how generations of investors thinkâŠ
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Wealth Management Invest: The Role of Secondary Markets in Private Wealth with Coller Capitalâs Jonathan McEvoy
30:53
30:53
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In this episode of Wealth Management Invest, host David Bodamer talks with Jonathan McEvoy, managing director, Investor Relations and head of Private Wealth Secondaries Solutions Distribution at Coller Capital, to explore how secondaries provide an additional access point to private markets. Jonathan shares the growth story of private equity and prâŠ
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276 \\ The Triple-Tax Advantage That Could Save You Six Figures
20:48
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Most business owners are missing out on one of the most powerful tax strategies available. In this episode, youâll learn how a Health Savings Account (HSA) can give you triple tax savings, grow your money for decades, and help you keep more of what you earn. Weâll break down the new rules, bigger contribution limits, and smart strategies to turn yoâŠ
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HOTTEST SELLER FINANCING PROPERTIES OF 2025!! (Vegas, Denver, Utah & Much More)!
21:45
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Send us a text We showcase three exceptional off-market real estate investment opportunities with seller financing options that our team has personally vetted but aren't purchasing ourselves. These are properties we've identified through our network that offer unique advantages and favorable terms not typically available. âą Denver condo listed at $âŠ
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Sunday, September 14th. Triangulating the truth.
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Did Spring 2024 to Summer 2024 have a mini recession? Dave Spano and Brian Jacobsen discuss how the Bureau of Labor Statistics significantly overestimated employment figures in early 2024, missing signs of a slowdown that may have bordered on one. With the Federal Reserve likely to cut interest rates soon, there's an emphasis on the importance of tâŠ
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From Addict to $100M Entrepreneur | Ryan Zofay E318
1:04:37
1:04:37
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Ryan Zofay was pronounced dead at 16 after flipping a car while running from the cops. Today, he runs a $100M+ mental health empire. In this raw and powerful episode, Ryan shares his full transformation. from addiction and facing 25 to life, to building "We Level Up" into a multi-state treatment business with 600+ employees and over 400 beds. We unâŠ
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275 \\ No Tax on Tips? Why This âWinâ Could Be a Compliance Nightmare
19:43
19:43
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19:43
The IRS just made a big move that could cause headaches for business ownersâand most people have no idea itâs coming. In this episode, youâll learn what their new decision means for tracking tips and overtime pay, why the current tax forms wonât help, and how to protect your business from costly mistakes. Weâll cover simple tax tips and smart stratâŠ
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The Disney-Hulu Marriage, 401(k) Wildcards, and a Scam to Avoid
37:41
37:41
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Weâre diving into the latest money stories making headlines, like the drama unfolding at Kroger, changes in airline travel costs, and the impacts of spiking healthcare premiums in California. We swap personal stories, from travel mishaps to a power-washing scam, and unpack how corporate scandals might hit your day-to-day expenses. Plus, we break doâŠ
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Navigating divorce | From crisis to confidence (with Kathryn Creasy)
28:19
28:19
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Award-winning wealth adviser, Kathryn Creasy shares her expertise and the motivation behind the recently released "Crisis to Confidence" white paper, offering practical financial and emotional guidance for women facing the prospect of life after divorce, separation or bereavement. Discover real-life success stories, the importance of building a supâŠ
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The CEO, who learned to read at the age of seven and earned his GED at 21, has just shared the spiritual practice that changed everything in this weekâs Get Yourself Optimized episode. Calvin Bagley's journey from educational isolation to healthcare entrepreneur (serving 60,000+ clients) reveals how becoming "the observer" of your thoughtsârather tâŠ
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From Checkers to Chess: Brian Shapiro on Luxury Real Estate & Innovation
34:42
34:42
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Send us a text In this episode of The Best Business Partners Podcast, Jess and Erin sit down with Brian Shapiro, Managing Partner of the Miami Portfolio Collectionâone of only three licensed Portfolio offices in the country. With over $3 billion in Miami real estate sales through his family team, Brian brings unmatched expertise in luxury, strategyâŠ
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Mindset Matters â Episode #202 â Is Coaching a Scam? The Truth About Real Transformation
35:50
35:50
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In this episode of Mindset Matters, hosts Patrick and Steffany unpack a provocative question: Is coaching a scam? With more than 30 years of experience in coaching, mentoring, and performance psychology, they shed light on why coaching often fails to deliver lasting resultsâand what actually makes the difference. Many people sign up for coaching prâŠ
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POWC # 827 - Set the Tone: The Power of a Purposeful Morning Routine
18:36
18:36
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Today, in this solo episode, Todd shares why a consistent morning routine is key to a productive day. Itâs not about waking up at 4:30 a.m., but about starting your day with purpose. He advises getting out of bed as soon as the alarm goes off, avoiding your phone, and focusing on simple habits. Todd shares his own routineâmovement, prayer, reading,âŠ
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274 \\ LLC vs. S-Corp in 2025: The Right Move for Your Business This Year
14:03
14:03
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14:03
Thinking about switching to an S-Corpâor staying with your LLC? This episode breaks down exactly whatâs changed in 2025 and how to pick the right entity for your business. I walk you through the pros, cons, and the hidden costs nobody talks about. Whether youâre just starting out or making six figures, youâll leave knowing what to do and when to maâŠ
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Helen Thomas: Founder and CEO of Blonde Money
38:02
38:02
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38:02
In this episode of Why Invest, Helen Thomas, Founder and CEO of Blonde Money, discusses how political risk is shaping financial markets. Helen explores the challenges of rising debt, ageing populations and why productivity growth is so critical to fiscal sustainability. She highlights the growing fragility of institutions, the political volatility âŠ
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When to Sell a Cash-Flowing Rental Property | E317
28:35
28:35
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28:35
Everyone says never sell real estate. But what if letting go of one property could unlock the next level of your life? In this episode, we break down why weâre selling a cash-flowing rental despite the classic âbuy and hold foreverâ advice. Youâll get a behind-the-scenes look at the numbers, the emotional side of the decision, and how life events lâŠ
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Ep 18 - Benefits of Naming a Corporate Trustee with Randy Kimmel
22:27
22:27
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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 speciâŠ
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Lance breaks down his 2025 halftime report. For more information, you may contact Lance at 903-787-8909 or visit Lance's Website Link to Lance's YouTube Channel: Income Solutions Wealth Management - YouTubeBy Lance Browning
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Michael DiFalco, partner at Aiello & DiFalco LLP
23:25
23:25
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On this episode of Our Prenup Lawyer Podcast, we talk to Michael DiFalco, partner at Aiello & DiFalco LLP in Garden City, NY, who is an accomplished family law attorney representing clients in high-stakes divorce, custody, and support cases. Michael has a strong presence in the legal community of New York, having served as Chair of the Young LawyerâŠ
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Your energy is gold- stop giving it away for free
7:07
7:07
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Taylor Swift said it best: âYou should think of your energy as if itâs expensive. As if itâs a luxury item. Not everyone can afford it.â And wow⊠isnât that the truth? Most of us go through life giving away our energy like itâs free refills- saying yes when we want to say no, letting people drain us, and ending up with nothing left for the things (âŠ
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đ Unlock the secrets to building wealth! My book and 12-module Masterclass cover everything Iâve learned about passive investing and creating financial freedom. Watch it on-demand for FREE: http://thewealthelevator.com/master đ€ Join the Hui Deal Pipeline Club and get a one-on-one call with me to discuss your investment goals: https://thewealthelevaâŠ
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S3_E41 Five Habits that Build Financial Confidence
26:32
26:32
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đ„ 5 Habits to Build Financial Confidence (That Arenât Budgeting B.S.) If youâre done living pay-to-pay, done people-pleasing with your wallet, and absolutely DONE playing small with your money this episode is your wake-up call. Phoebe breaks down the five everyday habits that help you rebuild confidence, rewire your money mindset, and create ritualâŠ
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Your Health Is Your Wealth: Balancing Medicine, Miles, and Money with Dr. Rachel Carlson | Ep 28
41:37
41:37
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In this episode of Physicianâs Guide to Wealth, host James reconnects with his longtime friend, Dr. Rachel Carlson. Now a pediatrician in Hawaii, an active-duty Air Force officer, and a triathlete, Dr. Carlsonâs story is a masterclass in living with intention. Dr. Carlson shares how she trained for a triathlon during residency, launched a wellness âŠ
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The Van We Financial Hour, hosted by Steve Van Wie, Adam Van Wie, and Joey Loss, discussed the implications of the large Powerball jackpot and strategies for managing sudden wealth. They also covered current market trends with a focus on value investingâs resurgence, interest rate projections, and job market updates. Emphasizing prudent financial pâŠ
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Should I Do Roth or Pre-Tax Retirement Contributions?
19:01
19:01
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Key moments: (01:05) The Critical Math Most People Miss (02:30) The Real Decision Factor: Your Personal Future Tax Situation (04:12) Three Key Questions to Ask Yourself (05:15) Understanding Marginal vs Effective Tax Rates (06:28) High Earner Example: $500K Income Analysis (08:36) The Shocking Reality: $40 Million Required to pay 32% in Fed Taxes (âŠ
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273 \\ Tax Traps Every Online Business Owner Falls Into (And How to Dodge Them)
18:03
18:03
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18:03
If you run an online business, youâre probably walking right into a tax trapâand you donât even know it. In this episode, I walk through the five most common tax mistakes I see with digital entrepreneurs, content creators, and coaches. From write-offs to state nexus rules to what platforms like Stripe arenât telling you, this episode is full of musâŠ
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