Family wealth, legacy planning, and financial clarity for multi-generational families.
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Blueprint Financial Planning Podcasts
Financial Sense(R) Newshour is a weekly podcast hosted by Financial Sense Wealth Management featuring regular interviews and commentary on the global markets and the economy.
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Would you like to be completely financially independent? Tune in each week to the WealthBuilders podcast hosted by Kevin Whelan & Christian Rodwell. WealthBuilders provides a proven step by step process to help our members create, build and protect their wealth by focusing on growing their assets through education, support and connections. Join our community for free at www.wealthbuilders.co.uk/membership
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Why is personal finance so complicated? The internet is flooded with personal finance “experts” sharing short-sighted, error-prone advice. But long-term financial success requires thoughtful, patient, and well-researched strategies. Hosted by Jesse Cramer, a former aerospace engineer turned fiduciary financial advisor in Rochester, NY, Personal Finance for Long-Term Investors simplifies complex financial topics. With relatable stories, in-depth research, and practical tips, Jesse helps you m ...
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The T.I.M.E Blueprint: Navigating Taxes, Income, Money & Estate Planning with Oliver Asset Management
Frank Oliver
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Welcome to The T.I.M.E Blueprint with Frank Oliver of Oliver Asset Management. On this show, we break down Taxes, Income, Money, and Estate Planning, giving you the tools to make informed financial decisions and aim for better retirement outcomes. Your host is financial advisor Frank Oliver, the president and founder of Oliver Asset Management. He’s the author of “Your T.I.M.E is Now”, sharing the essentials you need to know to craft a comprehensive and customized retirement plan. Based in L ...
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A podcast for entrepreneurs – reverse engineering the formula for successful scale, sale and exit. Inspired conversations with world-class entrepreneurs and the specialists who support them.
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Thoughts and interviews from the financial advice industry!
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The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
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Financial and retirement planning guidance from Michael Stewart of Crystal Lake Tax & Financial.
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"Do Business. Do Life." is a weekly podcast dedicated to helping the independent financial advisor create unlimited growth and freedom in their business AND life. Having been a coach for the top 1% of independent financial advisors for 15+ years, Brad Johnson has seen far too many leaders in financial services sacrifice their marriages, health, relationships, and everything else that matters to walk across an industry stage recognizing their "success." That model is broken, and Brad's on a m ...
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Welcome to Your Retirement Guide – The Retirement Blueprint for Financial Freedom At Your Retirement Guide, we deliver concise, actionable retirement planning education in 10-minute episodes. Hosted by retirement planning expert George Jameson, CFP®, MBA, our channel is dedicated to cutting through the noise with practical, no-nonsense advice that helps you secure a successful retirement. Capital Wealth Group – is a fee-only advisory firm based in Columbia, SC – we serve clients locally in S ...
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Is your retirement plan rock solid? At MasterPlan Retirement Consultants, we specialize in constructing retirement plans designed to meet the challenges you could face in the course of a 20, 25 or 30-year retirement - or longer. Our tax planning, income planning, Social Security maximization, estate planning, healthcare planning, pension maximization, long-term care planning and other strategies are designed to maximize your retirement savings and income, while minimizing taxes and protectin ...
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Welcome to Retirement Solutions – The Podcast, with Tyson Thacker and Ryan Thacker, where precision meets purpose. This B.O.S.S. podcast is committed to “Building the Optimal System of Security.” Learn how you could craft the ideal retirement blueprint that surpasses mere wealth accumulation. Explore the nuances of retirement planning with expert insights, as Tyson and Ryan navigate the ever-evolving landscape of investments, insurance solutions, and financial planning for retirees and pre-r ...
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Retire in 10 Years or Less—No Matter Where You’re Starting From If you’re tired of working harder just to feel like you’re falling further behind, this podcast is your wake-up call. Hosted by financial strategist and Wealth Outside Wall Street founder Ryan D. Lee, The Passive Income Machine Podcast unpacks the exact process high-income earners are using to escape the grind, take back control of their time, and retire in 10 years or less—without Wall Street, get-rich-quick schemes, or penny-p ...
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The Beautifully Broken Podcast, hosted by Freddie Kimmel, is a one-stop destination for people looking to incorporate wellness technology, a positive mindset, and good energy into their lives. With a mission of helping people become their most authentic selves, it covers a wide variety of topics, from biohacking and functional medicine to mental health, providing practical advice and resources. As a survivor of metastatic cancer, chronic Lyme disease, and mold toxicity, Freddie brings his un ...
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Cash Flow with Pam Prior is the podcast that makes business finances simple, practical, and stress-free. Hosted by bestselling author, CFO, and finance coach Pam Prior, each episode tackles the real questions entrepreneurs are asking about money, cash flow, and running a business. Pam breaks down complicated financial topics into plain English and gives you straightforward, actionable answers you can actually use—without the jargon, overwhelm, or spreadsheets that put you to sleep. If you’ve ...
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Host and Blueprint Financial Planning founder John O’Driscoll talks to experts from the fields of sport and business to discuss their blueprint for success. Previous guests include VITHIT Founder Gary Lavin, former rugby player and coach Brent Pope and Today FM's Dave Moore.
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Welcome to The Wealth Blueprint, where ideas spark, strategies unfold, and knowledge transforms. Dive into a world of entrepreneurship, real estate investing, financial markets, retirement planning, and the exploration of the human condition. This podcast is your creative and intellectual haven for understanding the intricacies of building wealth, fostering personal growth, and achieving financial independence. Each episode invites you to join thought-provoking conversations with industry ex ...
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Are you a Canadian real estate investor looking for real Canadian Content? You've found it! Since 2016, this weekly show has helped Canadians cut through the BS and uncover the truth about how to most effectively invest in real estate. Ranked as high as #81 globally in iTunes' Business category, host Erwin Szeto is a real estate investor and 4X Investor Realtor of the Year, with just under $500M in income property transactions. Erwin interviews top investors and wealth builders, sharing stra ...
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Welcome to Gold IRA Blueprint, the podcast dedicated to helping you navigate the world of gold investment for your retirement. Join us as we explore the benefits of Gold IRAs, debunk common myths, and provide expert tips on how to secure your financial future with precious metals. Check out https://www.GoldIRABlueprint.com
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Wekeza means 'save' and 'invest' in Swahili. Join the Wekeza.com community for informative interviews regarding all aspects of money: *Authors: Business, history, finance *Ancestral money mindsets and personalities *History of money *African stock market participation *Estate planning *Investing and dividends *Credit management *Global licensed financial and business influencers *Breaking News #money #financialliteracy #financialplanning #estate #estateplanning #africandiaspora #immigrants # ...
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Hosted by Larry Sprung, CFP®, Founder and Wealth Advisor at Mitlin Financial Inc®, this podcast is your weekly dose of laughter, actionable insights, and a whole lot of JOY. ▪️Expert Insights: Gain advice from engaging guests, helping you navigate your future with confidence. ▪️JOYful Money Management: Discover how to make managing your money a JOYful experience. ▪️Inspiring Stories: Hear real-life stories that motivate you to pursue your dreams and find JOY in the journey. Remember to ask y ...
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The Accidental CEO Podcast is where high-performing entrepreneurs come to scale beyond themselves. Hosted by Nata Salvatori—business coach, multi-business owner, and identity-shifter-in-chief—this show is your space to evolve from over-involved operator to embodied CEO. You won’t find hustle hype or beginner tips here. This is about real leadership, strategic freedom, and the inner work it takes to grow a business that no longer runs on your burnout. Each episode blends sharp strategy with e ...
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Our mission is simple: to help you take control of your life with clear, actionable strategies. We focus on the four key areas of personal growth—health, relationships, technology, and finances—providing practical solutions to help you design the life you truly want. Through engaging videos, insightful podcasts, and value-packed eBooks, we share proven strategies and expert advice to help you build a strong foundation for success. Whether you’re looking to improve your well-being, strengthen ...
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Blueprint is a podcast for financial professionals, by financial professionals. Blueprint is a guide for those on the path to independence. Whether you’re beginning to kick the tires, or you’ve been an independent professional for years and you’re simply looking to hone your skills, modernize your practice, and fortify your client relationships, this show is for you. We cover topics that dig deeper into helping financial professionals become better entrepreneurs, grow their practices, and th ...
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Investor Shayle Kann is asking big questions about how to decarbonize the planet: How cheap can clean energy get? Will artificial intelligence speed up climate solutions? Where is the smart money going into climate technologies? Every week on Catalyst, Shayle explains the world of climate tech with prominent experts, investors, researchers, and executives. Produced by Latitude Media.
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Welcome to "The Business Blueprint: A Marvel Consults Podcast," where we demystify the complexities of running a successful business in today's ever-changing landscape. Hosted by Brian Licata, CEO of Marvel Consults, this podcast is your go-to resource for actionable strategies, insightful analyses, and robust solutions designed to propel your organization to new heights.
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Covering breaking news in clean tech, going deep on global energy policy, and debating the levers that need to move to accelerate the energy transition. Energy Gang is the podcast covering clean energy technology, renewable energy, and the environment. The world of clean energy moves fast, and you need a reliable source to stay on top of the news that matters. You’ll find it on Wood Mackenzie’s Energy Gang. How will changes to the US government affect decarbonisation and energy security? Whe ...
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Welcome to The Perfect RIA podcast, the ultimate resource for advisors who want to master time management, optimize advisor-client interactions, achieve unparalleled profitability, and maximize value in their practice. Hosted by industry experts Matthew Jarvis, CFP®, and Micah Shilanski, CFP®, this podcast is your blueprint for success. Matthew and Micah don't talk theory; they share what has worked for them in the real world. They cut through the noise to deliver practical advice that you c ...
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SMALL BUSINESS FINANCE – 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? You’ve found your financial f ...
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Join Coco Sellman on the Force for Good Business Show—Your Blueprint for Exponential Growth and Lasting Impact! Are you ready to break through barriers and scale your business to new heights? Join Coco Sellman, a 5-time founder and impact investor, on the Force for Good Business Show, a podcast created specifically for women founders who are striving for exponential growth, deeper impact, and meaningful success. Here’s the reality: only 3% of women-led businesses reach $1M in annual revenue, ...
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Boost Personal Brand and Transition to Entrepreneurship | Corporate Crossover Podcast
Kevin Long
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Welcome to the Corporate Crossover: Bound for Success podcast—your go-to resource for ambitious business professionals ready to transition from the corporate world to consulting, entrepreneurship, or building a powerful personal brand. In this episode, we’re diving into a game-changing topic: how to build passive income streams as you prepare to leave your 9-to-5. If you're a corporate professional exploring life beyond the cubicle, this episode will equip you with practical, proven strategi ...
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Some guys were made to work with their hands. This show is for those guys. I’m here to lay out a blueprint for how to BUILD a wildly successful life as a Blue-Collar man. It is my job to show you—in step-by-step fashion—how to create financial freedom and construct a life you can be proud of as a Blue-Collar guy. You’ll learn how to sharpen your work skills, invest like a pro, and develop your mindset so that you become absolutely unstoppable. This podcast is here to help you build the life ...
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*Formerly known as Solopreneur: The One-Person Business Podcast* Welcome to The Aspiring Solopreneur, the weekly podcast that dives deep into the world of solopreneurship. Join us as we bring you insightful interviews with industry experts and successful solopreneurs who have mastered the art of running their own businesses. Are you a solopreneur looking for guidance on how to attract clients? Or maybe you're searching for ways to stay motivated and overcome the challenges of working alone. ...
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*Formally known at Worth It Podcast* Welcome to Wealth by Design, a financial planning podcast for successful, modern-day biz owners + creative entrepreneurs. Here, you'll get the tools you need to dream, design, and do what it takes to live life on your terms. Danielle & Dustin, a brother & sister CFP®️ duo, are devoted to educating modern-day entrepreneurs about life, biz, and financial planning so they can create a blueprint to real wealth. Together, they cover topics about the unique cha ...
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Welcome to "Planning with Purpose: The Caregiver's Blueprint" with Raymond Lavine, the podcast where we explore the world of long-term care benefits and financial planning with the seasoned professional himself, Raymond Lavine. Raymond Lavine is not your typical financial expert; he's the driving force behind Lavine LTC Benefits, a company dedicated to helping you secure your future. With a wealth of experience in insurance, finance, and long-term care benefits, Raymond's commitment to your ...
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"Wealth Builders Podcast: Your Blueprint to Financial Success" Welcome to the Wealth Builders Podcast, your go-to source for practical insights, strategies, and inspiration on building lasting wealth and financial success. Whether you're just starting your wealth-building journey or seeking to fine-tune your financial strategy, this podcast is your trusted companion on the road to financial freedom. Our mission is to empower you with the knowledge, tools, and motivation needed to create and ...
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Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
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Welcome to Real Talk with Reggie — the podcast that goes beyond the blueprint. Hosted by veteran real estate broker and community leader Reggie Butler, this show dives into the intersection of real estate and real life. From market trends and homeownership to education, financial literacy, family dynamics, and community impact, Reggie brings real conversations to the table with authenticity, insight, and purpose. Each episode features dynamic guests — from industry experts and local business ...
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Divorce Dividends is a weekly podcast dedicated to helping individuals navigate the emotional, legal, and financial aspects of divorce. Hosted by Valeska Bacon, owner and founder of Divorce Prep, the show dives into divorce related topics and stories that provide listeners with knowledge while providing entertainment along the way. Episodes vary featuring expert interviews, personal stories, and actionable strategies, offering listeners valuable insights, support, and empowerment during thei ...
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Learn How to Build Your Life (not just your portfolio) with Financial Expert John Browning
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Getting real about what it takes. The Amy Porterfield Show is a podcast devoted to helping online business owners grow their revenue, audience, and team in a sustainable way that doesn’t just require more time and hustle. Host Amy Porterfield, New York Times bestselling author and $130MM online business owner, shares insights from her own 16+ years in business, as well as candid conversations with leaders in the industry, captivating experts, and the unexpected entrepreneurs who’ve cracked t ...
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HLTH (Health) Forward is where we hold space for Healthcare leaders, physicians, and key health policymakers to discuss what takes us to move Healthcare Forward. We want to hear challenges, ideas, and out-of-the-box solutions for us to unite our ecosystems further and move the needle towards an innovative, affordable, and all-inclusive healthcare ecosystem. * Not affiliated with HLTH events
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Join Allen & Stacy Jo Thorne as they dive into God’s blueprint for leadership, marriage, and mission. This podcast is designed to help faith-driven leaders build their lives, businesses, and relationships on a Kingdom foundation—one that lasts. Each season of Faithfully Invested is structured around our INVESTED framework, focusing on one core principle at a time: ✅ I – Intimacy with God ✅ N – Nurturing a Servant’s Heart ✅ V – Valuing Stewardship ✅ E – Embracing Unity ✅ S – Standing in Faith ...
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Something big is happening in the world of business. CEOs increasingly say their jobs have become less about giving orders, more about inspiring, motivating, setting a north star. They are taking the lead on big issues like climate change, worker retraining, and diversity and inclusion. They are under pressure from employees, customers and investors not just to turn a profit, but to prove they are doing good in the world. And in the process, they are fundamentally redefining the relationship ...
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The Short Term Rental Profits Show
Air DNA, Homee, InvitedHome, Garrett Sutton, Vacation Rental Management Ass
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Navigate the rapid rise of short term real estate investment properties with the SHORT TERM RENTAL PROFITS podcast. Airbnb and VRBO have created new opportunities for savvy income property investors to increase cash flow and maximize ROI. Listen to SHORT TERM RENTAL PROFITS and learn how to identify the best markets to invest in as each city offers unique ratios of risk and profitability. Learn how property managers can simplify the experience for investors and how you can leverage dynamic p ...
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What does it take to transform a neighbourhood into a vibrant, thriving community? In this series, we uncover the vision, strategy, and innovation behind Andmar, drawing inspiration from Yaletown’s evolution. Join experts, local leaders, and residents as we explore smart urban planning, sustainability, and the future of community living in Chilliwack.
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Welcome to the Longevity Circle of blue-zone inspired lifestyle living Channel! Discover how to live longer, feel stronger, and thrive with confidence after 40. This channel is your ultimate guide to the blue zone lifestyle, where wellness, longevity, and purpose come together to help you live your best life. Join Dr. Yvonne Beckford as she shares expert insights, proven strategies, and inspiring conversations on topics like: Wellness & Self-Care - Learn how to prioritize your health and hap ...
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1
What It’s Really Like to Be A Client Of A Financial Advisor
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We often talk about what it’s like to become a client, but today let’s talk about what it’s like to be a client. Money matters change over time, but the value of a real relationship with an advisor- someone who knows your story and cares about your outcome- never does. In this episode, Frank pulls back the curtain on what ongoing client relationshi…
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282 \\ The Hidden Blueprint Wealthy Families Use to Build Generational Wealth (Millionaire Tax Secrets Series: Part 4)
22:38
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Most people chase one “magic” tax tip, but that’s not how wealthy families build lasting wealth. In this episode, Tiffany Phillips reveals The Trifecta System—a simple, proven framework that helps you create multiple income streams, lower your tax bill, and protect your wealth for the next generation. You’ll learn how to separate operations from as…
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Ep 255 Why I Left the Corner Office: The Truth About Success No One Talks About
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What if everything you worked for… wasn’t what you actually wanted? In this eye-opening episode of the Building Your Life Podcast, John Browning talks with the leader of Corporate Escapees, Brett Trainor, a high-performing corporate executive who walked away from the six-figure salary, the prestige, and the "you’ve made it" lifestyle… to actually s…
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Mastering Fees in Financial Advisory [Episode328]
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In this episode, Micah and Matt discuss the critical topic of fees in the financial advisory industry. They explore the common sensitivities advisors have around fees, the importance of setting clear expectations with clients, and the need for effective communication. The conversation emphasizes the value provided to clients and how it correlates w…
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The Shiny 7 Boom – Chris Puplava on Miners, the Dollar, and Shutdown Risks
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Sep 27, 2025 – Gold at record highs, silver edging toward $50, and precious metal mining companies—"the Shiny 7" as we call them—are making major moves. In today's Smart Macro segment of the Financial Sense Newshour, Chris Puplava...By [email protected] (Financial Sense)
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Lead the Way: How Business Books Position You as a Thought Leader
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Send us a text Want to grow your authority, attract ideal clients, and stand out in your industry? Discover how writing a business book positions you as a thought leader and opens new doors for your brand and business. We appreciate you tuning in. Grab or listen to episode 110 now by clicking the link below. Click below to listen. https://corporate…
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Book Review: Breakneck – China’s Quest to Engineer the Future
25:14
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Sep 26, 2025 – If China can build 11 nuclear plants in the time it takes the U.S. to finish one, what does that mean for the future balance of power? Jim Puplava and Cris Sheridan discuss Dan Wang’s new book Breakneck: China’s Quest...By [email protected] (Financial Sense)
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Silver Nearing $50, Energy Stocks Making Moves: Dave Keller on Today's Markets
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Sep 26, 2025 – Financial Sense Newshour's Jim Puplava sits down with Dave Keller, President of Sierra Alpha Research, to get an update on his technical outlook for the market, looking at a variety of market metrics, sectors, and companies that...By [email protected] (Financial Sense)
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Do You Have Enough to Retire? How to Know What’s Truly “Enough"
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Send us a text George Jameson, CFP®, founder of Capital Wealth Group, shares how to define and plan for “enough” in retirement — balancing income, spending, long-term care, and life purpose so you can retire with clarity and confidence. Welcome to "The Retirement Guide" Podcast! I'm your host George Jameson, owner of Capital Wealth Group, a Fee Onl…
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Uranium’s Big Comeback: The US Strategic Reserve and the Nuclear Renaissance (Preview)
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Sep 26, 2025 – Curious about the future of uranium and nuclear energy markets? Uranium and nuclear analyst Mart Wolbert discusses the recent move by the US to establish a strategic uranium reserve to shift away from Russian dependency...By [email protected] (Financial Sense)
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281 \\ Why Short-Term Rentals Beat Real Estate Professional Status Every Time (Millionaire Tax Secrets Series: Part 3)
22:20
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Want to slash your tax bill fast? In this episode, Tiffany reveals the short-term rental strategy that high-income earners are using to save thousands. Forget the 750-hour Real Estate Professional rule—this method only needs 100 hours a year. With the 7-day rule, your rental is treated like an active business, unlocking powerful tax savings and ded…
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There’s a classic honeymoon period where you hire someone and think they’re going to solve all your problems. But what happens when that’s over and you realize all your problems aren’t solved? Matthew and Micah sit down to tackle the problem of employing people and discuss what needs to happen in order to have an effective and harmonious team. List…
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What do China’s climate commitments mean for energy?
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For COP30, the international climate talks in Brazil in November, the countries of the world are supposed to roll out their new Nationally Determined Contributions or NDCs: their commitments to cut emissions. China’s NDC is particularly eagerly awaited: it is the world’s largest emitter of greenhouse gases. Its NDC has been described as the most im…
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The US Blueprint for Industrial Policy: Strategic Investments, Tariffs, and Dollar Devaluation (Preview)
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Sep 25, 2025 – Industrial policy experts Marc Fasteau and Ian Fletcher discuss the big investments the US is making into a variety of industries and companies as part of their “three pillars of US Industrial Policy," which includes currency adjustments...By [email protected] (Financial Sense)
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231. 7 Failure Modes That Can Sink Your Solopreneur Business
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You’ve worked hard to get your solopreneur business off the ground, but what happens when things start to stall, or worse, head in the wrong direction? In this episode of The Aspiring Solopreneur, Carly and Joe dig into the “improving” phase of the Solopreneur Success Cycle. They uncover the seven most common failure modes that can quietly sabotage…
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S7E12: Lease or Buy? The Simple Way to Decide
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Disclaimer: This content is for educational purposes only and is not tax or financial advice. Always consult a qualified tax professional for guidance specific to your situation. Join the Keep It Simple Squad (K.I.$.$.): https://go.pamprior.com/keep-it-simple-squad Should you lease or buy equipment for your business? It’s one of the most common—and…
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Rebuilding Your Financial Life After a Major Change: Strategies and Mindset to Help You Take Control of Your Money | Shanelle van Zyl
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Send us a text Shanelle van Zyl delves into being 'good enough' rather than perfect with your money. We talk about financial management, exploring personal stories & strategies for smarter spending, investments, & maintaining a healthy money mindset. She shares practical tips emphasizing that self-worth is independent of net worth & financial succe…
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Agricultural byproducts like corn stover, wood chips, and soybean husks typically get left to decompose and release carbon dioxide. Don’t call them “waste” though; some farmers use these byproducts as field cover to improve soil health. And industry uses a fraction of this biomass as feedstock for valuable products like ethanol, electricity, and he…
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Everyone is talking (again!) about a coming revival in nuclear power. What needs to change to make it happen? | More from New York Climate Week
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At Climate Week NYC continues, the hottest topic is the question of how to meet growing demand for electricity while cutting emissions. In New York State, electricity use is expected to increase by 25% over the next 15 years. To meet that demand, the state plans to add tens of gigawatts or renewables. But that is not enough. It also wants more “dis…
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280 \\ How One Tax Loophole Can Wipe Out Your Entire Tax Bill (Millionaire Tax Secrets Series: Part 2)
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Most people think taxes are just money out the door. But what if you could legally cut your bill to zero? In this episode, we reveal the Real Estate Professional status—one of the most powerful tax strategies in the IRS code. You’ll learn how wealthy investors use real estate to create massive tax savings, why your spouse could be your biggest fina…
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How the 2026 Tax Changes Will Impact Your Business and Property Wealth
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In this episode of WealthTalk, Christian Rodwell is joined by Omar Aswat, Chartered Tax Adviser and founder of ASWATAX, to unpack the urgent changes coming to Business Property Relief (BPR) in April 2026 and what they mean for business owners and property investors. Omar explains how the new BPR limits could expose significant business value to inh…
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84: Tax Tips for Creatives: Stop Winging It with Your Finances
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Ever stare at your bank statement and feel personally victimized by tax season? You’re not alone—but you could be more prepared. In this episode, Nata Salvatori brings on wedding photographer and tax educator Heather Leicy, who went from architecture student to creative CEO with a tax-savvy twist. They talk about everything from saving for the slow…
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135: Garrett Gunderson - Comedy, Rockefellers, and Tax Secrets Used by the Ultra-Wealthy
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Garrett Gunderson has worn a lot of hats—New York Times bestselling author, financial educator, entrepreneur, and even stand-up comedian. And in this episode, he connects the dots between all of them to give advisors fresh tools for both business and life. We explore what advisors can borrow from stand-up comedy to level up their presentations, how…
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Why Young Athletes Are Burning Out (& How to Help Them) with Paul Cohen
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What good is hard work if you lose the joy that got you started? Former pro goalie Paul Cohen knows that hustle alone isn’t enough to truly succeed — in sports, business, or life. In this episode, he shares what his experience on the ice, in corporate, and as a coach taught him about leading a team and building a culture of trust. We also dive into…
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S3 Ep. 4: Wired for a Purpose — Stewarding Our Gifts, Talents, and Testimonies
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Send us a text God wired you on purpose for His purpose. Allen & Stacy Jo explore how to recognize your gifts, resist comparison, and share your testimony so others find freedom. Don’t bury what God entrusted—serve where you are, stay Spirit-led, and watch Him multiply surrendered “ordinary” into eternal impact. What you’ll learn ✅ How to embrace y…
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A Tale of Two Inheritances What makes the difference between a smooth wealth transfer and a family crisis? In this episode of the Family Wealth Blueprint Podcast, Penny DiGiovanna shares a “tale of two inheritances.” One story highlights the issues that can occur when documents are outdated and communication is missing especially when an unexpected…
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As the pressure for climate action fades, what is driving investment in clean energy? | The big talking points from New York Climate Week
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It’s New York Climate Week this week, and we’re bringing you highlights from all the key debates and discussions. Climate Week NYC is one of the most important gatherings in the energy calendar, bringing together business leaders, investors, scientists, campaigners and policymakers to discuss the global effort to prevent catastrophic global warming…
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Oscar Health: A CTO’s Blueprint for the Future of Insurance, Mario Schlosser
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In this episode, Mario Schlosser, Founder & Chief Technology Officer at Oscar Health, emphasized his belief that the future of health insurance lies in decentralization, with providers taking on more responsibility for the role that insurers have traditionally played. He argued that insurance companies, as they currently exist, act as unnecessary m…
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S7E11: The Truth About Discounts - How to Use Them Without Killing Your Profits
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Disclaimer: This content is for educational purposes only and is not tax or financial advice. Always consult a qualified tax professional for guidance specific to your situation. Join the Keep It Simple Squad (K.I.$.$.): https://go.pamprior.com/keep-it-simple-squad Discounts can be a powerful tool for your business—but used the wrong way, they can …
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230. Moving From Plans to Action in the Solopreneur Success Cycle
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After spending so much time laying the groundwork in the planning phase, it’s finally time to take action. In this episode, Carly and Joe step into the doing phase of the Solopreneur Success Cycle, where strategies move from paper to practice. They share how to run your business with intention, capture issues before they slip through the cracks, an…
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Breaking Ground and Glass Ceilings: Sheryl Palmer’s Mission to Humanize Homebuilding
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Sheryl Palmer, Chairman and CEO of Taylor Morrison, joins Leadership Next to share her journey from McDonald’s crew member to the first—and still only—woman leading a publicly traded home builder. In this live episode recorded in Scottsdale, Palmer opens up about leading through the housing crash, the challenges of going public, and what it takes t…
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The Brutally Honest Evolution of My Courses
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The Part of Course Creation No One Talks About (And Why You Need to Start Anyway) Ever think that a messy first course and a few failed launches could eventually lead to your signature program? In this episode, I’m taking you behind the scenes of my journey with digital courses—from my very first $267 launch to creating Digital Course Academy—and s…
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The Dentist's Sleep Secret: Dr. Erela Rappaport Unmasks the Hidden Sleep Thief
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Sep 19, 2025 – Did you know your dentist could be the key to solving your chronic fatigue? In this revealing interview, Jim Puplava sits down with dental sleep expert Dr. Erela Rappaport to unmask the hidden sleep thief: obstructive sleep apnea...By [email protected] (Financial Sense)
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GLP-1 Side Effects, Longevity Science, Light as Medicine, and Fasting with Nathalie Niddam
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In this episode of the Beautifully Broken Podcast, Freddie Kimmel is joined once again by Nathalie Niddam—nutritionist, biohacker, and creator of the Longevity and Peptide communities. The two dive into an honest and practical dialogue about what it really means to support the body in today’s world. Freddie shares updates from his own journey, incl…
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Sandwiched: How to Manage Caregiving, Parenting and Finances
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In this episode, host Kelly Mould and SVP Private Client Banking, Kathy Ciszewski focus on advice for the sandwich generation — those caught between caring for their aging parents and supporting their own children. They cover the financial, emotional and practical aspects of this group, including navigating conversations with parents about their fi…
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279 \\ 99% of the Tax Code Is Designed to Save You Money (Here’s Proof) (Millionaire Tax Secrets Series: Part 1)
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Most business owners fear the tax code. But what if almost all of it was written to help you keep more of your money? In this episode, Tiffany Phillips shares the shocking truth: 99.5% of tax laws are incentives, not penalties. Learn how smart tax strategies can put thousands back in your pocket and why your CPA may not be telling you the full stor…
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Navigating Team Dynamics: Lessons in Leadership [Episode 327]
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In this episode, Matt and Micah discuss the complexities of team management, focusing on the importance of quality control, setting boundaries, and the psychological challenges of employee dismissals. They share personal experiences and insights on hiring strategies, emphasizing the need for clear expectations and accountability within teams. The c…
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Carbon capture could be an important tool for tackling climate change. Can we find productive ways to use that carbon?
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As fossil fuel use and greenhouse gas emissions continue to rise, there is renewed interest in what can be done to capture carbon dioxide. Until now, most of the investment in carbon capture has gone into projects to take those emissions and store them underground forever. But what if we could make use of that captured carbon? To find out what role…
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From Inflation Prints to Job Losses – Danielle DiMartino Booth on the Fed’s Risky Blind Spots
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Sep 20, 2025 – Danielle DiMartino Booth joins Financial Sense's Jim Puplava to unpack the Federal Reserve’s recent rate cut, revealing why Fed independence is under pressure and how flawed economic data masks true risks...By [email protected] (Financial Sense)
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Beyond Expertise: Why Writing a Book Makes You a Leader in Your Industry
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Send us a text Want to grow your brand, become the go-to expert, and attract higher-quality opportunities in business? Discover how writing a business book positions you as an industry leader, opens doors to speaking engagements, and builds long-term visibility and trust with your ideal audience. Learn the key ways your book can boost your authorit…
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John Roque: There's No Fever Like Gold Fever – Why the Bull Run May Just Be Starting
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Sep 19, 2025 – Markets are hitting record highs—and the rally is broadening beyond tech. Join John Roque at 22V Research and Jim Puplava as they unpack what’s driving this shift and where the real opportunities lie. From the ongoing bull market...By [email protected] (Financial Sense)
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Inside the US-China Economic War: Trade, Tech, and the New World Order
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Sep 19, 2025 – What if the future of global power hinged on an unprecedented economic and technological battle? Join Financial Sense Wealth Management President Jim Puplava as he unravels the escalating tensions between...By [email protected] (Financial Sense)
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278 \\ The Shocking Link Between Healthcare Fraud and Your Business Taxes
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What does a $14.6 billion healthcare fraud case have to do with your business? Everything. While criminals steal billions from taxpayer-funded programs, business owners like you are still overpaying the IRS every year. In this episode, we break down how government waste affects your bottom line—and why smart tax planning isn’t just good business, i…
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Encore Episode: When Prospecting Goes Wrong
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In this encore episode, Jamie discusses what happens when prospect meetings go wrong and provides insights on avoiding these situations. She emphasizes the importance of having a properly built prospect process and using a CRM as a brain trust for the organization. Jamie explains the concepts of blueprints, processes, and tasks and highlights the n…
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Beyond Bitcoin: How Stablecoins and Tokenized Assets Are Redefining Money (Preview)
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Sep 18, 2025 – In a world where blockchain headlines seem quieter than past frenzies, seismic shifts are still reshaping finance behind the scenes. Phil George of EarnOS and FS Insider's Cris Sheridan discuss how stablecoins and tokenization are...By [email protected] (Financial Sense)
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Send us a text On Planet Wekeza, Sabrina Lamb welcomes Konko Ba (Wolof, Senegal) and Nafessah Wazir (Harari, Ethiopia) for a culture-first conversation on how language shapes money—how we name saving and risk, why family support spans the U.S. and back home, and what “safe” assets really mean across the diaspora. From sou-sou/tontines to remittance…
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S7E10: The Blind Spots That Could Sink Your Business — And How to Avoid Them
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Disclaimer: This content is for educational purposes only and is not tax or financial advice. Always consult a qualified tax professional for guidance specific to your situation. Join the Keep It Simple Squad (K.I.$.$.): https://go.pamprior.com/keep-it-simple-squad Every entrepreneur has blind spots—the hidden mistakes or overlooked details that ca…
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15 Years of Helping People Plan for Retirement: 5 Key Lessons
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Send us a text I’m George Jameson, CFP®, founder of Capital Wealth Group and host of Your Retirement Guide Podcast. In this episode, I share the biggest lessons I’ve learned over 15 years of helping clients retire—practical advice to help you avoid mistakes and enjoy the retirement you’ve worked hard for. Welcome to "The Retirement Guide" Podcast! …
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From Locker Room to Wall Street: Walter Stith on Winning with Money
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Send us a text Guest: Walter Stith — former NFL player. Now Morgan Stanley financial advisor Theme: locker-room discipline → real-world wealth playbook Myth-busting: clear the beliefs that block smart decisions Windfall checklist: bonus/inheritance/NIL — first 3 moves Advisor vetting: quick green/red-flag test Playbook: budgeting • debt • long-term…
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