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Wealth Matters Consulting Podcasts

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Hosted by Jose Tejada, Hispanic Wealth Matters explores the Finance, investment, Hispanic Literacy and Estate planning through engaging with today's experts. Learn more at https://missionmatters.com/author/jose-tejada/
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Childfree Wealth®

Dr. Jay Zigmont, CFP® & Bri Conn

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Childfree Wealth® means having the time, money, and freedom to achieve your goals and dreams. Being Childfree or permanently childless does not automatically make you 'rich' but it does give you more flexibility in where you invest your time and resources. Join Bri Conn, CFP®, & Dr. Jay Zigmont, CFP®, for discussions on life and personal finance that reflect the unique needs of those who are Childfree or permanently childless. DISCLOSURE: This podcast is for educational and entertainment pur ...
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The Wealth Horizon

Wealth Matters Consulting

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The Wealth Horizon podcast explores the latest trends, innovative marketing strategies and business development practices that are shaping the future of the financial sector. The show provides actionable insights, expert interviews and real-world examples to help wealth industry professionals deepen relationships and effectively engage their target audiences. The wealth management landscape is changing rapidly, and The Wealth Horizon will help listeners navigate the evolving market, explore ...
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Consulting Success Podcast

Consulting Success

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The #1 podcast for consulting business owners who want to build a profitable, scalable and strategic consulting business. Over one thousands consulting business owners have applied the growth system that Consulting Success teaches here https://www.consultingsuccess.com/coaching-for-consultants Trusted by tens of thousands of consultants, the weekly conversations shine the spotlight on valuable business tips. Episodes support you in understanding how to navigate the market. This podcast is yo ...
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For The Wealth of It

Jay Boekeloo, Jared Tanimoto, Brett Maikowski

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Embark on a wealth-building journey with ‘For the Wealth of It’. A trio of millennial Certified Financial Planners bring you relatable, jargon-free financial wisdom. We celebrate diversity, empower you with knowledge, and keep it laid-back. It’s not just about money, it’s about life! Hosts: Brett Maikowski, CFP® THM Wealth Management 102 S. Goliad St., Suite 103 Rockwall, TX 75087 Jared Tanimoto, CFP® Sedai Wealth 530 Technology Dr, Suite 100 ‍Irvine, CA 92618 Jay Boekeloo, CFP® High Note Fi ...
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Unlocking Business Growth: Charting Opportunities with Portus Wealth Advisors Welcome to "Charting Opportunities," a dynamic monthly series brought to you by Portus Wealth Advisors, designed to empower business owners with actionable insights and strategies for growth. We understand the unique challenges and opportunities faced by entrepreneurs, and this platform is dedicated to providing you with the knowledge and tools you need to succeed. Join us for live, in-depth discussions featuring i ...
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Specializing in seller financing, Dawn has been a real estate and note investor for over 20 years. She provides custom consulting, coaching and note appraisal services. Note Queen is where Property Meets Paper and Learns to Dance. Subscribe to have your eyes opened to the profound, yet simple ways that seller financed real estate (property) and notes (paper) can help you create powerful and profitable financial solutions, just one Mom 'n Pop to another. The easiest way to get started investi ...
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Wickedly Smart Women

Anjel B Hartwell & The Creative Age Consulting Group

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14X Award Winning show featuring the world's most impressive emerging and established Wickedly Smart Women, this is the show where we interview women who have left high power corporate jobs or exited their companies because they felt a stronger calling. We love to share the journey of transformation and elevate, celebrate & spotlight the Wickedly Smart Women who are making a massive difference in the world! Listeners who are Wickedly Smart Women "in the making" tune IN to be well fed with dy ...
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A podcast dedicated to helping ambitious expatriates and first generation immigrants thrive in America. 𝗪𝗲'𝗿𝗲 𝗧𝗵𝗲 𝗕𝗿𝗶𝘁𝘀 𝗜𝗻 𝗔𝗺𝗲𝗿𝗶𝗰𝗮 is brought to you by Plan First Wealth, a lifestyle financial planning and cross-border wealth management firm helping successful American and international families make the most of their opportunity.Being an immigrant to America should be a wonderful, life-changing opportunity. But it can also be extremely challenging, accompanied by some unique and idiosyncrat ...
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The Preeminent Advisor Audio Podcast

CEG Worldwide and CEG Insights

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What if you could serve fewer but wealthier clients, do it faster than you ever thought possible, and build an amazing life of significance for yourself and the people you care about most? Our powerful combination of up-to-date research and field-tested, proven action steps is possible because of what each of us brings to the table. CEG Insights has been conducting research into high-net-worth investors and financial advisors for more than 30 years. CEG Worldwide, meanwhile, is the leading c ...
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Christian Podcast * Generational Wealth * Christian Business & Online Marketing * Kingdom Business Welcome to ”The Gifted Entrepreneur Show”, where we explore the world of Christian entrepreneurship and reveal secrets to unlocking the C.O.D.E.S. to create Generational Wealth. As a Christian entrepreneur, you may have felt like creating wealth was a far-off dream, but we’re here to tell you that it’s possible and within reach. Through case studies and interviews with successful Christian entr ...
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The Life Budget Podcast | God Provides, We Steward, The Kingdom Profits

Raquel Mack - CPA, Tax and Wealth Expert, Kingdom Life Coach, Kingdom Economy Builder

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Welcome to The Life Budget Show! "Wealth is about more than money. It’s about aligning every aspect of your life with the truth of God’s word and the principles of the Kingdom of God." Raquel Mack, CPA On “The Life Budget Podcast”, you’ll learn: ✅ How to take an honest assessment of your wealth, health, and relationships ✅ Measure your current human experience with God’s original design for humanity ✅ Measure how past and present cultural and societal norms differ from God’s word ✅ Expose th ...
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Bigger Bottom Line provides nationwide consulting services to obtain business funding, loans and financing. Introducing ”Bigger Bottom Line,” a company dedicated to empowering small business owners with the knowledge and resources they need to succeed. The source’s structure is organized around the company’s mission, its founders’ expertise, a series of books they have authored, and a list of books they have written. The primary theme is the importance of providing aspiring entrepreneurs wit ...
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Purposeful Profit

Carla Moats

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Purposeful Profit is THE podcast for female business owners that are ready to take control of their business finances, build wildly profitable businesses and have more impact. The sexy parts of a business - marketing, sales and operations get plenty of attention - but finance is often a business’s neglected stepchild. It's time to show them some love - after all profit is how you have more impact and create financial freedom. Finance and strategy coach and fractional CFO Carla Moats will use ...
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KEEP IT 100 PODCAST

Keep It 100 Podcast | Momentum Movement

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Listen now to the personal stories of three modern entrepreneurs Julian Scott, Danisha Brown, and Jordan Taylor as well as industry specific breakdowns from their very special guest. You never know who'll show up next, but no matter what they will always Keep it 100. Presented by itsmejulianscott.com
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Under the Iceberg

Alan Rhode, CFP®, CPWA®, CEPA®, RLP®

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Under the Iceberg is hosted by Alan Rhode, a seasoned Private Wealth Advisor and CEO of Modern Wealth. It is your go-to podcast for diving deep into the world of Financial Planning and Wealth Management for Entrepreneurship and Small Business Ownership. Join us as we explore these crucial topics in a format that’s both educational and engaging, tailored for Entrepreneurs and Small Business Owners looking to navigate the complexities of modern finance. Disclaimer: “Under the Iceberg” is for i ...
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Ask the Doulas Podcast

Gold Coast Doulas

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Welcome to Ask the Doulas! This podcast is tailored to expectant parents and those with newborns or toddlers at home. It is also great for those who are in the early stages of their fertility journeys. Gain insights and guidance from the experts themselves on becoming a parent no matter if this is your first baby or your fifth. The featured doulas offer trusted support, sharing effective self-care and early parenting approaches. Let them be your trusted coaches as you make optimal decisions ...
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The SiteVisit

James Faulkner

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Leadership in construction with perspective from the job site. A podcast dedicated to the Construction industry. Construction professionals, General Contractors, Sub trade Contractors, and Specialty Contractors audiences will be engaged by the discussions between the hosts and their guests on topics and stories. Hosted James Faulkner ( CEO/Founder - SiteMax Systems ).
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Scaling Smarter

David Hirschfeld

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Scaling Smarter: Concept to Cash Flow is the show where visionary founders, CEOs, and executives in the software world share how they turned bold ideas into profitable, scalable solutions. Hosted by David Hirschfeld, founder of Tekyz and creator of the Launch 1st system, this podcast is a powerful spotlight on the leaders reshaping the future of tech. If you’re launching a SaaS product, transforming internal systems with AI, or building the next big platform—this is where your journey is rec ...
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SHARED VISION Podcasts

Vision Eye Institute

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Our SHARED VISION podcast is CPD on the go, brought to you by Vision Eye Institute, one of Australia’s leading providers of ophthalmic care. Our dedicated team of surgeons combines extensive clinical expertise and a strong research program to deliver best-practice patient care. Join us as our host, optometrist Kristina Iacovangelo, who is also a Clinical Relationships Manager for Victoria, elicits clinical pearls and insights from our doctors on the topics that matter most in clinical optome ...
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Where early education meets unapologetic entrepreneurship. The Business of Early Childhood Education™ with Alethea Etinoff isn’t just a podcast. It’s a movement. This is the space for serious ECE professionals ready to build wealth, lead with authority, and shift the system from the inside out. Whether you’re running a center, scaling a home program, or launching your own consulting brand, you’ll get real insights, high-level strategy, and powerful truth from someone who’s living it. Just fa ...
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Remember You

Remember You 2025 Publications

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Welcome to The Remember You Podcast Where the parts of you that you have been hiding come out to play. We are your f*cking change agent. Hosted by Hope Shay, Justin Reich, Michelle Gonzalez-Tyler, and Christina Olsen, we are a team of high-voltage humans, we will drag your subconscious into the light, call out your generational BS, and seduce your body into feeling safe, rich, and wildly turned on. Inside every episode: The REAL reason you can’t sleep How your trauma is running your business ...
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UnCage Your Soul™ with Heather Havenwood

Heather Havenwood | Haven Studios

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Heather Havenwood is a media mogul, entrepreneur, and author of "UnCage Yourself: The Fearless Method to Turn Your Knowledge Into Market Influence, Impact and Income." guiding women leaders to awaken, align, and ascend in both business and life. With over 20 years of entrepreneurial success and a profound spiritual awakening in 2020, Heather blends cutting-edge AI strategies with conscious leadership and energetic alignment to help women turn their knowledge into massive, sustainable wealth. ...
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Ready To Retire!

Danette Lowe CFP®

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Planning for retirement is a big deal, and it does take some time, strategy, and intentional action, especially if you're in or nearing your fifties! Unfortunately, most people spend more time planning their yearly 1-2 week vacations than they do their 30+ year retirement. Then, the "How much money do you need to retire?" question starts to feel overwhelming and confusing. It doesn't have to be that way. With Danette Lowe and the Ready to Retire podcast, you can take small, simple steps now ...
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In Good Companies

Cadence Bank

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Starting and running a business or managing one isn’t for the faint of heart. You’re balancing internal and external forces in a continually changing landscape. You’re building strategies, and banking on the future – no matter what it holds. This is where Cadence Bank’s In Good Companies comes in. We share our wealth of knowledge, and insights from noted industry experts, to guide you through the forces shaping business today. We’re back for Season 6, and this time, we’re setting our sights ...
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Welcome to the HR Voices Podcast, a podcast designed to bring the UK HR community and businesses together. The podcast will be informative, with lots of helpful tips and ideas to help you run your business. Being an HR Independent Consultant can be quite lonely. This is why HR Independents (HRi), the UK body for Independent HR and People professionals has created a home and community for HR Indies. The HR Voices podcast will be discussing hot topics relating to HR and business. This will sup ...
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Speaking Of Wealth with Jason Hartman

Jason Hartman with Dan Millman & Pat Flynn

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Welcome to the "Speaking of Wealth" podcast showcasing profit strategies for speakers, publishers, authors, consultants, and info-marketers. Learn valuable skills to make your business more successful, more passive, more automated, and more scalable. Your host, Jason Hartman interviews top-tier guests, bestselling authors and experts including; Dan Poynter (The Self-Publishing Manual), Harvey Mackay (Swim With The Sharks & Get Your Foot in the Door), Dan Millman (Way of the Peaceful Warrior) ...
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Ready to leave corporate and build a business that actually funds your life. In this episode of Wickedly Smart Women, host Anjel B. Hartwell welcomes Estelle Gibson, CPA and TED speaker. Estelle shows you how to create a simple profit plan, price with confidence, and move through the money life cycle with intention. From childhood money scripts to …
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Ever feel like the traditional "work for 40 years, then retire" plan just isn't cutting it anymore? You're not alone! This week we're flipping the script with Jillian Johnsrud, author of Retire Often. We dive deep into the concept of "mini-retirements" – intentional breaks from your primary profession that are a month or longer and focused on somet…
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Send us a text 🌍 Are We Splitting into Two Earths? Feel the vibrational difference between the 3D grind (the phone-zombie illusion) and the 5D flow (heart-led, synchronicity-soaked creation). In this unfiltered, soul-stirring episode, you’ll discover: Why your phone is the ultimate 3D trap keeping you asleep in stimulation loops How a coyote and a …
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When it comes to serving HNW clients, your team of experts is everything. And increasingly, one of the key members of high-impact advisors’ teams is a fractional general counsel who works with entrepreneur clients. This week, Koby Wilbanks, founder of Continuum Legal, shines some light on the world of fractional general counsels—what they do, who c…
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Send us a text In this special solo episode of Ask the Doulas, co-host and Gold Coast Doulas CEO Kristin Revere explores an important question: Does experience really matter when hiring a birth or postpartum doula? Kristin shares her insights on what families should truly consider when choosing doula support—beyond years in the field. Tune in for a…
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Want to learn how we can help you grow your consulting business? Schedule your free Growth Session Call today! www.consultingsuccess.com/grow Mentioned in this episode: Get Expert Insights into Your Consulting Business: Claim Your FREE Growth Session Now! Want to get personalized feedback and actionable insights on your consulting business from sea…
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In this episode of Scaling Smarter: Concept to Cash Flow, David Hirschfeld speaks with the CMO and Advisor at SmartBlocks, Mark Fidelman. Mark shares his journey from real estate to crypto, the platform’s approach to regulatory compliance, and the integration of AI to streamline underwriting. He discusses tax strategies, such as 1031 exchanges with…
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Dawn Rickabaugh, host of Property and Paper Live and creator of NoteQueen.com, delivers an insightful lecture on real estate investing, financing, and note buying strategies. Emphasizing the importance of understanding one's core identity beyond professional roles, she encourages participants to distill their essence into clear, meaningful statemen…
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Have you ever wondered what the story of Noah really reveals about God’s faithfulness to humanity? Could understanding the ancient covenants unlock the inheritance and authority God intended for you today? And if God never changes, what does His covenant with Noah tell us about how He still moves in the world now? In this episode, we trace God’s fa…
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Feeling wired, tired, and secretly dreading Mondays? In this episode of Wickedly Smart Women, host Anjel B. Hartwell welcomes Jasmin Dennis, health and wellness leadership coach. Jasmin breaks down her Burnout Pie Framework so you can recognize early signals, prevent a crash, and lead with resilience. Whether you're considering leaving corporate or…
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As more firms target UHNW families, the question isn't just how to reach them, it's also how to serve them profitably and well. In Part 2 of this Wealth Horizons Podcast Season 2 kickoff, Rosemary Denney continues her conversation with Jamie McLaughlin, founder and CEO of J.H. McLaughlin & Co. and co-founder of The UHNW Institute, exploring what se…
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Is the AI revolution the next dot-com boom-or the start of something even bigger? From tech valuations that seem sky-high to investors leveraging risk assets at record levels, Richard Taylor - dual U.K./U.S. citizen and Chartered Financial Planner – is joined by James Boyle – Lead Financial Planner at Plan First Wealth – explore whether this moment…
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Are you tired of the traditional work-and-retire-at-65 plan? This episode is for you. We're diving into the concepts of FIRE (Financial Independence, Retire Early) and FILE (Financial Independence, Live Early), and exploring how you can break free from the traditional script. Dr. Jay and Bri challenge the idea that retirement is an "on/off switch" …
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Send us a text In this enlightening episode of Ask the Doulas podcast, we explore postpartum traditions through an Ayurvedic lens with Christine Eck, Founder and Director of the Center for Sacred Window Studies. Christine shares why the sacred window—the first 42 days after birth—is such a vital time for healing, bonding, and transformation. We dis…
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Send us a text Price isn’t the villain—unclear communication is. We sit down with Jeff Borovitz of Sandler to explore how a psychology-led sales process helps construction companies stop chasing bad-fit bids, avoid unpaid change orders, and build trust that holds up once shovels hit dirt. Jeff breaks down the biggest trap he sees on both residentia…
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Send us a text Modern love is glitching. We’re healing… but our relationships aren’t catching up. Christina, Justin & Michelle unpack the messy truth about why love fails, why polarity matters, and how healing changes . . .who we choose and who we stay with. Forget the fairy tales… Become Love & Take Your Power Back. You’ll discover how your feelin…
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My guest today is an American running a consulting business from the mountains of Switzerland. He takes every Friday off and skis many mornings in the winter before his clients even log on. This is not an accident; it is by design. I am talking to Paul Koetke, who is a consultant that mastered the art of building a business that serves his life, no…
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HR Voices Podcast – Episode 61 Topic: Confidence in Employment Law: What Independent HR Consultants Really Bring to the Table Guest: Susi O’Brien, O’Brien HR Host: Mary Asante, HR Independents Release Date: 03/11/2025 🎧 Episode Overview: In this episode, Mary Asante sits down with Susi O’Brien, employment law specialist and founder of O’Brien HR, t…
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In this episode of Scaling Smarter: Concept to Cash Flow, David Hirschfeld speaks with the Founder of Capital Gains Tax Solutions, Brett Swarts. Brett shares his journey from real estate brokerage to helping clients minimize tax liabilities through strategic exits. He discusses leveraging AI and automation tools like ChatGPT and Gumloop to streamli…
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In this episode Jose speaks with Eddie about his entrepreneurial journey, how he came up with his signature style, why he is so philanthropic and his dream of owning a tiger like Mike Tyson. To learn more, visit: https://www.linkedin.com/in/jose-tejada Listen to more episodes on Mission Matters: https://missionmatters.com/author/jose-tejada…
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When was the last time you asked clearly for what you are worth. In this episode of Wickedly Smart Women, host Anjel B. Hartwell welcomes Amy Cosper, storyteller and brand builder to talk about risk, money, and the power women unlock when they find their voice. Hear why acting like Silicon Valley dulls your authenticity, how stories shape culture, …
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As the year comes to a close, it’s time to pause, review, and make sure your finances are in shape for what’s next. In this episode, Dr. Jay and Childfree Wealth Specialist® Scott Barnes walk through their 2025 Year-End Financial Checklist - covering everything from tax strategies and RMDs to Medicare IRMA surcharges, spending analysis, and estate …
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After losing nearly everything - her marriage, her business, and her sense of self -Nicole Middendorf, CDFA, rebuilt her life from the ground up. In this inspiring conversation, Nicole shares how she transformed personal hardship into a movement: The Live It List™. What began as a simple bucket list became a life philosophy that helps people stop w…
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Growing your financial advisory practice doesn’t need to mean adding more clients. Instead, business growth can start with what’s right in front of you: your current clients—retaining them and attracting additional assets from them. Most financial advisors manage only a portion of what their clients have. And when life throws trigger events at your…
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Send us a text A hilarious and revealing conversation about what really matters from the size of your body (or… other things 👀) to the truth about health, frequency, and alignment. It starts with a laugh and ends with a wake-up call. In this episode, Michelle, Justin, and Christina get real about what “size” actually means from a funny detour about…
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Send us a text Ever wonder how early you can really find out your baby’s gender — and which tests you can trust? In this episode of Ask the Doulas, we talk with Dr. Dallas Reed, an OBGYN and Chief of Genetics for Tufts Medicine, who also serves as a medical advisor for SneakPeek, the at-home fetal sex test that’s accurate as early as six weeks of p…
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What if the enemy doesn’t just attack—but accuses—to gain legal access to your life? Could unhealed wounds, negative self-talk, or fear-based beliefs be empowering demonic agreements? How do we reclaim our authority and close the doors we unknowingly opened? Have you ever felt like no matter how much you pray, fast, or believe—something unseen keep…
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Want to learn how we can help you grow your consulting business? Schedule your free Growth Session Call today! www.consultingsuccess.com/grow Mentioned in this episode: Double Your Revenue & Gain Control with Clarity 2.0's Proven Growth System. Stop grinding and start leading. Clarity 2.0 is more than coaching; it's an ROI-verified Growth System bu…
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In this episode of Scaling Smarter: Concept to Cash Flow, David Hirschfeld speaks with the CEO at BDR.ai, David Bush. David shares how he and his brother acquired a successful company in 2024 and applied AI-driven processes to scale growth, personalize outreach, and replace costly sales roles. He discusses overcoming tech stack challenges, the impo…
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What if your fatigue, insomnia, or autoimmune flare wasn't a problem to suppress, but a message pointing you back to your purpose? In this episode of Wickedly Smart Women, host Anjel B. Hartwell welcomes Dr. Kelly McCann, the only physician worldwide board certified across internal medicine, pediatrics, integrative and functional medicine, and medi…
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Firms across wealth management are eyeing the ultra-high-net-worth (UHNW) segment. The appeal is clear; the execution is not. In Part 1 of this two-part kickoff to Season 2 of The Wealth Horizon Podcast, Rosemary Denney talks with Jamie McLaughlin, founder and CEO of J.H. McLaughlin & Co. and co-founder of The UHNW Institute, about the gap between …
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You need a cross-border advisory team to navigate complex international tax laws before it’s too late. Investing in pre-planning before moving to a new country is crucial to avoid financial pitfalls. This week, you’ll hear from Holly Caulder - dual-qualified U.S. and U.K. tax advisor at Buzzacott, and Aidan Grant – U.K. tax and estate planning atto…
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Ever fantasized about moving abroad or traveling the world while working? This episode is your permission slip to start! Join us as we talk with two incredible women living their best expat and digital nomad lives. First, we chat with Maggie Dickens, founder of Unapologetically Childfree, who shares her inspiring journey as a therapist and business…
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Send us a text Mind Control Exposed They’ve been programming your mind to fight… but it’s time to take back control. Discover how Mentalism and hypnosis can free your thoughts, transform your beliefs, and reclaim your power in this mind-expanding episode. We uncover how your thoughts are being influenced, why society and media push polarity, and ho…
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Send us a text Ever woken up drenched and wondering if you’ll ever sleep comfortably again? You’re not alone. In this candid episode of Ask the Doulas, we dive into the all-too-common struggle of postpartum night sweats, sharing our own experiences and giving some tips for relief. We’re joined by Jackie Hutson, founder of Piper & Mint, a brand rede…
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Reaching a million-dollar net worth is a significant achievement, but finance expert Nick Maggiulli argues it can be a "dangerously misleading" milestone, creating a false sense of security. He joins Michael to reveal why your next financial moves are far more crucial than your last. Drawing on extensive data, Nick uncovers the surprising realities…
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HR Voices Podcast A podcast for independent HR and people professionals, and the businesses they support. Hosted by Mary Asante | HR Independents (HRi) 📅 Release Date: 13th October 2025 🎧 Episode 60: HR Voices with Nicci Birley — How Great HR Consultants Add Value to Your Business 👤 Guest: Nicci Birley, Cornerstone Resources In This Episode: Host M…
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In this episode of Scaling Smarter: Concept to Cash Flow, David Hirschfeld speaks with the CEO at Tricres, Rebecca Bonnington. Rebecca shares her journey of building a scalable coaching model, including early setbacks with tech solutions and her pivot to training coaches using her proprietary methodology. She discusses leveraging AI—such as her "BB…
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Have you ever felt like the enemy was on your back so heavy that you couldn’t catch a break? Have you ever wondered if God was just sitting back watching these attacks happening, while eating a bowl of popcorn? Did you know that the enemy gains access to our lives through agreements, even if we are ignorant to what they are? In this episode of Coun…
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What happens when the worst moment of your childhood becomes the catalyst for a lifetime of creative power, advocacy, and audacious dreams? In this episode of Wickedly Smart Women, host Anjel B. Hartwell welcomes Lolita Milena, a paraplegic actress, author, and digital creator whose journey from Siberia to the stages of America is nothing short of …
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Join us for a transparent and insightful Childfree Wealth® Checkup with Casey and Garrett, a couple who are preparing to trade in the corporate grind for time abroad. We dive deep into the unique financial fears and planning complexities of a childfree couple in their late 20s and early 30s with a solid net worth. 🔹0:15 What Casey and Garrett want …
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This was a fun chat with someone I met through another coaching group for entrprenuers. Erin and I can appreciate each others' sense of humor... and being able to laugh is high value! We got caught here in the beginning laughing over Charmander... anyone have kids that used to play Pokemon?? We discuss the challenges and opportunities surrounding h…
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