Best Genesis Wealth Planning Podcasts (2025)

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What Happens to Your Money if You Die? 5 Beneficiary Mistakes That Could Cost Thousands - E35 35:31

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43m ago35:31

35:31

Michael and Brady discuss one of the most overlooked but high-impact parts of your estate plan: your beneficiary designations. Even the most carefully written will can be overridden simply because the beneficiary forms were never updated. They break down the real-life consequences families face when designations are missing, outdated, or mismatched…

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Why Every Catholic Investor Should Rethink Traditional Investing | Daniel Catone - E34 57:26

14d ago57:26

57:26

Michael and Brady sit down with Daniel Catone, founder and CEO of Arimathea Investments, to explore how faith, purpose, and finances can coexist in powerful harmony. Together, they unpack the essence of values-based investing and how Catholic social teaching can serve as a moral compass for building wealth with integrity. Daniel shares his journey …

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AI Meets Bitcoin in Singapore — and Why the U.S. Is Back in the Game with Jesse Darnell 16:03

21d ago16:03

16:03

The U.S. crypto scene is finally waking up. After years of regulatory uncertainty and innovation flight, the winds are shifting. Charlie Shrem sits down with Jesse Darnell, former Marine and founder of ADVXNCE Protocol, fresh off Token2049 in Singapore, to talk about why global builders are suddenly turning their eyes back to America. They dive int…

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5 Common Open Enrollment Mistakes to Avoid This Year - E33 52:46

16d ago52:46

52:46

Michael and Brady provide a comprehensive guide on navigating employee benefits and retirement planning during open enrollment. Key topics include the differentiation of healthcare plans like HMOs and PPOs and the strategic use of Health Savings Accounts (HSAs) and Flexible Spending Accounts (FSAs) to maximize tax advantages. The episode also cover…

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Why Bitcoin’s Biggest Threat- and Opportunity Might- Come from Quantum Physics 19:50

1M ago19:50

19:50

“Quantum computing is taking the laws of nature — light, heat, entanglement — and turning them into a new kind of computer. When that happens, the way we think about Bitcoin’s security will have to change forever.” — Charlie Shrem This week on The Charlie Shrem Show, we go deep into the strangest frontier yet: the intersection of Bitcoin, cryptogra…

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Too High-Income for a Roth IRA? Try This Tax-Free Strategic Move - E32 37:47

30d ago37:47

37:47

Michael and Brady dive deep into the Roth Waterfall, a practical framework for deciding how and when to use Roth IRAs and Roth 401(k)s. They unpack the real differences between these two powerful retirement tools, explain income thresholds, and reveal strategies for maximizing tax-free growth. Whether you’re a new saver, seasoned investor, or high …

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529 Plans Explained—& Their Role in Higher Education Planning - E31 35:51

1M ago35:51

35:51

Michael and Brady break down everything you need to know about 529 plans: the education savings tool that parents, grandparents, and families often hear about but rarely understand in full. They reveal how these plans work, the tax advantages, common pitfalls, and strategies to maximize flexibility without jeopardizing retirement goals. Whether you…

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What Financial Issues Should You Consider When Going Through a Divorce | Sabreena Barboza - E30 54:22

2M ago54:22

54:22

Michael and Brady sit down with powerhouse family law attorney Sabreena Barboza to uncover the often-overlooked financial consequences of separation. From understanding the difference between marital and separate property to navigating business valuations, debt division, child support, and alimony, this conversation is a must-listen for anyone faci…

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From Surgeon to CEO: Lessons in Frameworks, Funding, and Founders with Nic Roberts-Huntley of Blueprint Finance 26:11

3M ago26:11

26:11

What happens when you take the discipline of an Oxford-trained surgeon and apply it to crypto? You get Nic Roberts-Huntley, founder of Concrete and Glow, two of the fastest-growing DeFi protocols. In this episode, Nic and Charlie dive deep into the frameworks, philosophies, and practical decisions that turn ideas into billion-dollar realities. From…

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You Make Good Money… So Why Don’t You Feel Wealthy? - E29 35:12

3M ago35:12

35:12

What does it really mean to feel wealthy? Michael and Brady dive into the emotional side of money, exploring why so many high earners still feel financially insecure despite their income and assets. Sparked by Charles Schwab’s latest Modern Wealth Report, the hosts unpack the surprising disconnect between being rich and feeling wealthy, challenge t…

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Episode 14 | Building Strong Workplace Cultures with Aishleen O’Sullivan 56:29

3M ago56:29

56:29

In this episode of the Enriched Wealth Podcast, Kris Tatt is joined by Aishleen O’Sullivan, People and Culture Manager at Strategem, for an open and insightful conversation about building strong workplace cultures, creating career pathways, and supporting people beyond the job title. With a passion for recruitment, retention, and real conversations…

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You’re Making Money—Now What? Smart Money Moves for Residents & Doctors - E28 51:53

3M ago51:53

51:53

Michael and Brady break down the essential financial roadmap every new resident, fellow, or newly attending physician needs. From managing lifestyle creep and student loan strategy to protecting your most valuable asset, your ability to earn, this episode is the guide you wish you had straight out of med school. Whether you're transitioning from me…

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The Superfood Biohacker Who’s Helping Crypto Millionaires Fix Their Health with Ian Farrar 20:51

3M ago20:51

20:51

In this episode of The Charlie Shrem Show, Charlie sits down with Ian Farrar, a 30-year biohacker, longtime investor, and founding brand partner at Puriam, a direct-to-consumer superfood company. While the crypto space is full of financial innovation, Ian brings the focus back to the most valuable asset you have—your body. They dive deep into what …

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Inside Coinbase’s Plan to Make Bitcoin Your Credit Card Rewards with Michael Rihani 23:47

4M ago23:47

23:47

In this episode of The Charlie Shrem Show, Charlie is joined by Michael Rihani, Head of Product at Coinbase, to talk about how Bitcoin is finally going mainstream—not just as an investment, but as a spendable, usable financial asset. Michael breaks down the launch of Coinbase’s new American Express-powered credit card, which gives users up to 4% ba…

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When Life Throws You a Curveball—Don’t Go Broke - E27 39:27

4M ago39:27

39:27

When life throws an unexpected curveball, job loss, medical crisis, or the AC goes out in the middle of July, will your finances strike out or stand strong? Michael and Brady break down the often-overlooked cornerstone of a resilient financial plan: your emergency fund, or as they call it, your "life events fund." From smart strategies for building…

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Episode 13 | How to Build, Grow & Exit Your Business Successfully with Chris Harrington. 55:14

4M ago55:14

55:14

In this episode of the Enriched Wealth Podcast, Kris Tatt sits down with Chris Harrington, Managing Partner at Strategem, to explore what it really takes to run, grow, and ultimately exit a business. Chris shares his journey from working in small local firms to leading one of regional Victoria’s most respected accounting practices, offering a candi…

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Not Your Grandma's Annuity—Why The New Breed Might Actually Work For You - E26 49:07

4M ago49:07

49:07

Forget everything you thought you knew about annuities. Michael and Brady unpack the modern annuity revolution, how today’s annuities have evolved from the high-fee, complex products of the past into strategic financial tools designed to reduce retirement anxiety and boost income certainty. From personal pensions to market-buffered investment strat…

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How the Wealthy Use SBLOCs to Borrow Tax-Free Without Selling - E25 31:44

5M ago31:44

31:44

Michael and Brady dive into one of the most misunderstood yet increasingly leveraged financial tools for high earners and investors, the Securities-Backed Line of Credit (SBLOC). Is it a smart strategy to unlock liquidity without triggering taxes, or a risky move that could backfire in volatile markets? Whether you’re navigating emergency funding, …

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Episode 12 | Growing, Scaling, or Exiting Your Business? What You Need to Know – with Lachlan Edwards from OFRM Lawyers 54:53

5M ago54:53

54:53

In this episode of the Enriched Wealth Podcast, Kris Tatt chats with Lachlan Edwards, Director and Commercial Lawyer at OFRM Lawyers, about the critical legal foundations every business owner needs — from startup through to succession. ⁠ Lachlan shares his unique journey from journalism to law, and why helping businesses succeed (and avoid preventa…

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Is Renting a Waste—or Is Homeownership Just Too Expensive? - E24 58:43

5M ago58:43

58:43

Michael and Brady dive headfirst into one of the most debated financial decisions of our time: renting vs. buying. With candid personal stories, professional insight, and a side-by-side breakdown of the emotional and mathematical realities, they unpack what truly makes sense for young professionals, growing families, and everyone caught in the hous…

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Bitcoin as Pristine Collateral: Risk Redefined. @PeoplesReserve with @CJKonstantinos 20:31

5M ago20:31

20:31

During the darkest days of the last bear market, 5 years ago, I met my friend and guest @CJKonstantinos at The Green Flash in Florida. This guy is the definition of OG by doubling down and starting @peoplesreserve. He's creating Bitcoin-backed financial products that are reshaping the way we think about money. Tomorrow we are both speaking at Bitco…

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From Bitcoin to Boat Storage: Joey Rosati on Diversifying Investments 34:26

6M ago34:26

34:26

I've gotten to know Joey Rosati (@rosaticorp) over the last 3 years working alonside hime in the VC trenches of Druid Ventures. Let me tell you, the VC world is a funny place and there are gems if you know where to find them. Joey is one of them. He knows that behind every successful business, it's all about people. In today's epic episode, Joey jo…

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When Math Doesn't Matter: Should You Buy That New Car? - E23 29:26

6M ago29:26

29:26

Michael and Brady confront a challenge many retirees face but few openly talk about: when peace of mind outweighs the numbers on a spreadsheet. Is your aging car a financial liability or an emotional burden? Should you stretch your budget for a reliable vehicle, even if the math says “wait”? Together, Michael and Brady unpack the emotional crossroa…

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Episode 11 | How Strategic Property Investing Can Build Your Financial Future - with Travis Breheny from Genesis Wealth 49:29

6M ago49:29

49:29

In this episode of the Enriched Wealth Podcast, Kris Tatt sits down with Travis Breheny, Director of Genesis Wealth, to unpack the real power of strategic property investing. ⁠ Travis shares his journey from banking to real estate to helping clients build wealth through smart property purchases — with a focus on long-term outcomes, portfolio planni…

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Why Millennials Feel Behind Financially Despite Doing Everything Right - E22 38:06

6M ago38:06

38:06

Michael and Brady dig deep into a paradox affecting a generation: Millennials and Gen Z are planning their finances more than ever, yet still feel financially stuck. If you’ve ever felt like you’re checking all the boxes—budgeting, saving, investing—but still can’t shake the feeling of falling behind, this episode is for you. It’s not just about nu…

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4 Important Considerations for RSUs Every High Earner Needs to Know - E21 33:53

7M ago33:53

33:53

Are your Restricted Stock Units (RSUs) helping you build wealth—or holding you back? Michael and Brady break down one of the most misunderstood components of a high-income professional’s compensation package: RSUs. From tax implications and diversification strategies to avoiding lifestyle creep and planning with purpose, this episode gives you the …

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The Roth Opportunity Hiding in the Market Meltdown - E20 28:39

7M ago28:39

28:39

Market corrections can be unsettling, but for savvy investors, they also unlock powerful planning opportunities. In this eye-opening episode, Michael and Brady break down why a down market might be the perfect time to consider a Roth conversion. Learn how converting pre-tax retirement savings to Roth during a downturn can reduce your tax liability …

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Bitcoin = Home: The Mortgage Revolution No One Saw Coming with Josip Rupena of Milo 23:44

7M ago23:44

23:44

Here’s a sentence I never thought I’d say: you can buy a house with your Bitcoin — without ever selling it. That’s the financial revolution Josip Rupena is building. He’s the founder and CEO of Milo, the fintech startup that’s already issued over $60 million in crypto mortgages — loans backed by your Bitcoin, not your bank account. And here’s the k…

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Episode 10 | Interview with Brett Marchant - How to Build a Financial Strategy That Works for Life (Not Just the Market) 56:10

7M ago56:10

56:10

In this episode of the Enriched Wealth Podcast, host Kris Tatt is joined by Partner and Senior Financial Advisor at Strategem, Brett Marchant, for a candid and insightful conversation spanning almost three decades of experience in the financial services industry. From early days in super administration and paraplanning, to asset management roles in…

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Crypto, AI Agents, and the Future of Decentralized Infrastructure with Chris “Jinx” Jenkins 17:32

7M ago17:32

17:32

My buddy Chris Jenkins just got back from ETHDenver, and he’s buzzing about the convergence of crypto and AI. He’s the head of operations at the Pocket Network Foundation, and right now, they’re gearing up for their biggest protocol upgrade ever: Shannon. What they’re doing is wild — opening up full permissionless access to decentralized data, from…

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Silk Road to Satoshi: Digging Up Bitcoin’s Buried Past with Pete Rizzo 45:03

7M ago45:03

45:03

Pete Rizzo Thinks We're Losing Bitcoin's History. I'm Helping Him Fix That. Pete Rizzo’s been called Bitcoin’s historian — and after this conversation, you’ll understand why. He’s spent the past few years diving deep into the stories, people, and drama that built Bitcoin from nothing into a global force. We talk about that work — the threads, the a…

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Computer Arbitrage, Inefficient Markets, Tariffs, and Monetizing Stranded Energy with Sopris Capital’s Head of Special Situations Dan Wedman 24:33

7M ago24:33

24:33

Welcome back, everyone! I sat down with my new friend Daniel Wedman, the head of special situations at Sopris Capital. We delved into a variety of topics, focusing on the dynamic world of Bitcoin and crypto investments, and the evolving landscape of capital markets. Daniel's Career Journey Daniel shared his fascinating career trajectory, starting f…

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Student Loans: SAVE Plan Lawsuit, Time-Based Forgiveness, and PSLF Buyback Explained - E19 38:40

7M ago38:40

38:40

Michael and Brady dive into the rapidly shifting landscape of federal student loans — and why now is the time to pay attention. From the return of online applications at studentaid.gov to the major legal uncertainty around the SAVE plan, we unpack what borrowers need to do today to stay on track. Whether you're navigating income-driven repayment, t…

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Should We Fear a Recession? Explaining Market Volatility - E18 30:14

8M ago30:14

30:14

The stock market has been a wild ride lately, and if your emotions are following every twist and turn, you're not alone. Market swings can be nerve-wracking, but staying level-headed is the key to long-term success. In this episode, Michael and Brady break down exactly what market volatility means for your investments, no matter where you are in yo…

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Episode 9 | From Banking to Broking – Smarter Commercial Lending Strategies with host Kris Tatt & Guest Pip Stork from Millennial Finance Group 57:50

8M ago57:50

57:50

In this episode of the Enriched Wealth Podcast, host Kris Tatt sits down with commercial finance expert Pip Stork to break down the key strategies business owners need to access funding, scale their operations, and make smarter financial decisions. With over 15 years in the banking industry and now a commercial broker at Millennial Finance Group, P…

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Real-World Assets and Institutional Crypto: The Next Evolution of DeFi with Joe Flanagan Maple Finance 22:06

8M ago22:06

22:06

In this episode, I sit down with Joe Flanagan, the Co-Founder and Executive Chairman of Maple Finance, a leading institutional lending platform in DeFi. With nearly $6 billion in loans issued, Maple is one of the few crypto companies bridging the gap between traditional finance (TradFi) and decentralized finance (DeFi). We cover some of the biggest…

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Fixing Ethereum: Hart Lambur on Cross-Chain Intents & the Future of Interoperability 17:20

8M ago17:20

17:20

In this episode, I sit down with Hart Lambur, the co-founder of Risk Labs, the team behind UMA and Across Protocol, two projects solving some of the biggest challenges in crypto—cross-chain interoperability and on-chain data verification. Ethereum has scaled, but in the process, it’s fragmented into over 50 Layer 2s, creating a messy user experienc…

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Why Privacy is the Next Big Thing in Crypto – Midnight CEO Eran Barak Explains 25:18

8M ago25:18

25:18

In this episode, I sit down with Eran Barak, the CEO of Midnight, a groundbreaking new privacy-focused blockchain incubated by IOHK (Input Output, the team behind Cardano). Eran has an incredible background—before diving into Web3, he built the financial world’s digital plumbing at Symphony, a secure communications platform used by thousands of ban…

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Are You Really on Track for Retirement? The $7.9M Wake-Up Call | E17 30:37

8M ago30:37

30:37

Retirement—it's the finish line we're all running toward, but how do you know if you're actually on track? Michael and Brady break down the key questions you need to ask yourself, the common pitfalls to avoid, and the real numbers behind what it takes to retire comfortably. Whether you're in your 20s just starting to save, in your 40s navigating pe…

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The Missed Opportunity of Tokenization – What Comes Next? Tezos Founder Arthur Breitman 19:53

8M ago19:53

19:53

In this episode, I sit down with my longtime friend Arthur Breitman, the co-founder of Tezos, one of the OG blockchains that has been innovating since 2018. We dive deep into the evolution of tokenization, why the first wave fell short, and how the next iteration can unlock real value. Arthur also shares insights on Tezos’ latest upgrades, the grow…

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Waiting on THIS Could Cost You More Than You Think - E16 37:32

9M ago37:32

37:32

Most young professionals think they’re invincible. They’re healthy, thriving, and focused on building their careers and wealth. The idea of life insurance? It often gets dismissed as an unnecessary expense—something to "deal with later." But what if later never comes? In this episode of Financial Fortitude, hosts Michael Acosta and Brady Hemerly br…

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Mastering Global Talent: Andy Hilliard on Scaling Software Development Teams 21:47

9M ago21:47

21:47

Episode Notes: Global Talent Pool: Andy dives into why 85% of software development talent is located outside of the U.S. and how companies can leverage this global talent pool for competitive pricing and higher efficiency. The Critical Role of Due Diligence: Learn how to avoid costly mistakes when choosing partners or outsourcing teams. Andy emphas…

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How to Make the Most of Your Inheritance & Avoid the Pitfalls - E15 50:01

9M ago50:01

50:01

Michael and Brady delve into the complexities of managing an inheritance. They guide listeners through the steps of handling an inheritance wisely—from understanding what assets are inherited to aligning the windfall with personal financial goals and avoiding common pitfalls. The episode emphasizes the immense $84 trillion wealth transfer expected …

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Episode 8 | Why Superannuation Is A Bad Investment 18:37

9M ago18:37

18:37

In this episode of the Enriched Wealth Podcast, host Kris Tatt breaks down why superannuation isn’t really an investment, but rather a retirement savings structure that holds various investments. Kris challenges common misconceptions about superannuation, explains its tax benefits, and discusses how to optimise this powerful savings vehicle for you…

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Unlocking the Future of Web3 with Gravity: Charles Wayn 16:19

9M ago16:19

16:19

Episode Notes: Charles Wayn’s Web3 Evolution: From DLive’s decentralized live streaming platform to the evolution into Galxe, a Web3 powerhouse, Charles shares his journey of innovation in crypto. Introducing Gravity: The launch of Gravity, a Layer 1 blockchain designed for high-performance and cross-chain functionality, is a game-changer. Charles …

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What You Don’t Want to Overlook When Buying or Selling Your Business | Justin Sandridge - E14 42:17

10M ago42:17

42:17

Justin Sandridge, an experienced M&A advisor from Murphy Business Sales, discusses the intricacies of buying or selling a business, emphasizing the importance of meticulous planning and professional guidance. Justin shares his insights on key financial, legal, and operational details that business owners should not overlook. The conversation also t…

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Hack Hero Ogle: Recovering $500M, Glue Network, and the Path to Mass Adoption 17:43

10M ago17:43

17:43

In this gripping episode of The Charlie Shrem Show, I sit down with Ogle, a renowned crypto security expert who has recovered over $500 million from hacks and scams. Known as the "bat signal" for crypto recovery, Ogle shares his journey, his innovative approach to solving blockchain security issues, and the vision behind his new project, Glue Netwo…

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From Antiques to Bitcoin: Mel Sands on Collectibles, Community, and the Hunt for Satoshi’s Newspaper 19:31

10M ago19:31

19:31

In this vibrant episode of The Charlie Shrem Show, I sit down with Mel Sands, vintage and antique dealer turned Bitcoin advocate, to explore the intersection of collectibles, community, and crypto history. Mel’s journey from discovering Bitcoin through a forgotten $100 investment to becoming a passionate evangelist and collector is a testament to h…

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Bitcoin Day Naples: John Drew on Sound Money and Building Local Bitcoin Communities 15:04

10M ago15:04

15:04

In this exciting episode of The Charlie Shrem Show, I sit down with John Drew, organizer of Bitcoin Day, to discuss the upcoming Bitcoin Day Naples on January 18, 2025, and how these grassroots events are reshaping Bitcoin education and community building. We explore: What is Bitcoin Day?: From its origins in Omaha to becoming a nationwide movement…

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Bitcoin, Truth, and the Next Monetary Revolution: Brian Estes on Building a Better Financial Future 16:20

10M ago16:20

16:20

In this deeply insightful episode of The Charlie Shrem Show, I sit down with Brian Estes, Chief Investment Officer of Off the Chain Capital, early Bitcoin OG, producer of the documentary God Bless Bitcoin, and a tireless advocate for financial truth. Brian’s journey from traditional finance skeptic to one of Bitcoin’s most vocal proponents is a sto…