This is MoneyWise, a podcast where host Sam Parr is joined by high-net-worth guests to explore exclusive insights into personal finance and lifestyle tailored for other high-net-worth people, or those on their way. They'll get radically transparent about the numbers, revealing things like their burn rates, portfolios, and spending habits. Who is Sam Parr? Sam is a serial entrepreneur and the co-founder of The Hustle, which he sold to HubSpot in 2021. He's also the co-host of one of the world ...
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Join Ben Gottfredson & Kallan Webster as they discover how entrepreneurs got to where they are.
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We combine the power of prayer, the knowledge of the bible, the equipping of the Holy Spirit and a network of believers to create wealth that changes the world. We believe that money is a resource and a tool that God gives us to show up big in our calling. www.networthit.org Cover art: Silvia De Felice
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Your exclusive podcast for exceptionally accomplished people who want to grow knowledge and resources. Ultra High Net Worth Podcast is a global community of the most successful and their insights. We want our families to flourish, collaborate and create a better world for all. This podcast is a trusted resource to learn from each other, navigate the most important global issues, find life changing opportunities. Providing very busy people and families the voice of value while inspiring others.
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The Nothing But Net Worth Podcast aims to shed light on the ever-evolving landscape of Name, Image, and Likeness (NIL) in college sports and to provide valuable insights, experiences, and strategies for student-athletes, coaches, and athletic directors across the country. Hosted by Hassan Thomas, the Student-Athlete Engagement Manager at iGrad, it is set to be a go-to resource for college athletes seeking guidance on navigating the financial aspects of their careers. Hassan’s previous experi ...
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Australia's podcast for tax advisors to high net worth individuals, wealthy family groups and private clients. Join me, Vincent Licciardi, for Tax 'n' Lunch.
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Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
Walkner Condon Financial Advisors
In a world full of financial information – and misinformation – what do you believe and incorporate into your life, and what do you throw away? As an independent, fee-only financial advisor, one of our founding pillars is education. Through accessible, transparent communication, we help filter out the noise for our clients to allow them to focus on their financial future. The goal of our podcast, Gimme Some Truth, is no different. From the corner of Monroe St. in Madison, WI, we cover the in ...
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Join me every week on Wealth Uncensored, where I share what I’ve learned through my own experience and two decades of helping high-net-worth clients structure their affairs to minimize taxes and protect their assets for the next generation.
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Welcome to Planning Reimagined, a podcast by Robin Glen that gives you an exclusive peek into the wealth-building strategies of high-net-worth individuals. In every episode, we discuss the intricate world of securing wealth and creating a lasting legacy, exploring actionable strategies and insightful discussions to empower you on your journey.
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The Wealth Enterprise Briefing highlights the latest trends in investment strategies for ultra-high-net-worth families. Join host Michael Zeuner, Managing Partner at WE Family Offices for interviews with industry experts about financial news and investment topics impacting enterprising families.
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Welcome to Why the Wealthy Give podcast, where we explore the evolving landscape of philanthropy and the deep connections between ultra wealthy philanthropists and those in need. You'll hear from some of the best nonprofit leaders, fundraising experts and philanthropists as we explore what nonprofits must do to reshape their approach for a new generation of donors. This podcast is proudly sponsored by Vida Align, an ultra high net worth fundraising consultancy dedicated to connecting nonprof ...
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This podcast is dedicated to sharing ideas that you can use to take ownership of your financial future. Most Americans have little or no net worth. By being purposeful with what we earn, I believe we can change that.
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Discover the keys to financial success with Dr. Latifat on the MoneyfitMD Podcast. Learn how to master your finances and create a life of wealth and fulfillment. Join a growing community dedicated to financial empowerment and transform your net worth from the inside out. Tune in to unlock your potential and start your journey to financial freedom and personal growth. This is your path to becoming financially empowered and living a truly rich life. Perfect for anyone looking to improve their ...
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Invest Like a Billionaire - The alternative investments & strategies billionaires use to grow wealth
Aspen Funds
Most investors don’t know that the ultra-wealthy (billionaires, institutions, family offices) have large portions of their investment portfolios allocated to investments outside the stock market and in alternatives like real estate, private equity and hedge funds. Meanwhile, the average high net worth investor is mostly invested in stocks and bonds. Join Bob Fraser, Jim Maffuccio, and Ben Fraser as they dive into the world of alternative investments, uncover strategies of the ultra-wealthy, ...
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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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Learning from the Best in Real Estate Business and Beyond. I love talking to successful people, and asking them for advice and tips on business and life. I'm very blessed to have an amazing network. They say your Network is your Net Worth, and it's true. If you want to learn more from these successful people, listen in. Learn more at www.yonahweiss.com
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The only podcast designed to help driven wedding professionals elevate your wedding business, travel to amazing locations, and double your revenue even if you don’t think this is possible…yet. Each week we talk to luxury wedding pros who have broken through & built a high-net-worth clientele. Together we share the strategies, success tips, and roadmap to follow. So you can build a lifestyle filled with powerful experiences, inspiring relationships, and long-lasting connections.
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Welcome to the Breakthru Podcast – I’m J.Paul Fridenmaker and I am amazed by all you folks who do fundraising, inviting generous people to resource causes all over the world. In the Breakthru Podcast, we interview high net worth givers globally to listen and learn about how we, as fundraisers, can do our best work in inviting people to the party.
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This is the official podcast of Celebrity Net Worth. Tune in once a week for in-depth interviews with celebrity wealth experts, car enthusiasts and pretty much anything else we find interesting!
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Helping high net worth families to build, protect and transfer long term wealth in the challenging times that we are living through.
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Every week I interview a successful millionaire and dive deep into their mind, revealing EXACTLY what patterns have made them so successful. What do millionaires do differently? Learn from in depth case studies on how business owners (with a net worth of one million or more) start and run their businesses. Discover what works RIGHT NOW in their business, and what they have done to create a successful business.
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Welcome to https://www.wcnetworth.com - Let's discover the world's wealthiest individuals and celebrity net worth on WCNetWorth.com. Get access to exclusive insights and up-to-date information on the net worth of your favorite stars. Explore the lives of the rich and famous with WCNetWorth today. #networth #wcnetworth #celebritiesnetworth #wccelebrities"
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Raise your Income, investments, and life to the next level! Do you want to live life on your own terms? Financially independent people have assets that generate income greater than their expenses. We explore ways how people have increased their income and net worth to achieve financial independence (and how you can too).
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Hey, Rich Girls! This is Rich Girls' Guide, where we demystify the world of personal finance to help you create a financially successful & fulfilling life. I'm your host, Kirby, and I worked in wealth management for over 6 years before leaving the office to focus on raising my two daughters and growing my own business. Are you ready to chat all things money, budgeting & personal finance? Then you are in the right place! We'll dive into investing 101, learn how to build wealth, stock market i ...
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Our Family Office is proud to announce the launch of the Our Family Office Podcast. Throughout the course of the inaugural season, host Adam Fisch speaks to various guests from across our firm, offering insights into the areas of focus for an integrated family office, and the ways that a Shared Family Office™ can help Canada’s wealthiest families.
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If you are a high-net-worth individual (HNWI), it’s important to work with financial experts with deep training and experience in portfolio management.
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Welcome to the PRMA Risk Ready podcast, the show for Risk Management Professionals in the High Net Worth Space.
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Surprisingly approximately 80% of agents want all the benefits real estate investing provides, including tax write-offs, and growing their family’s wealth but they never take action. This show will help you take that action so you don't stay stuck trading time for dollars. Since 2009 Randal McLeaird, has been a Broker and investor and had closed over 500 transactions as a principal. Randal and his guests are actually doing what you want to be doing, and they'll show you how. Join us Monday's ...
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We started the Innovators & Investors podcast to bring you exclusive insights from the founders of early-stage AI and SaaS companies, as well as the high net worth individuals, family offices and venture capital partners who support them. Listeners gain valuable market insights, stay updated on industry trends, and benefit from the experiences and strategies shared by successful entrepreneurs and investors, all while becoming part of a dynamic and engaged community. Think you'd be a great gu ...
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The unique NetWorth Radio broadcast provides meaning to investors by delving deep into the most important headlines. NetWorth Radio also showcases interviews with nationally acclaimed authors and local Dallas business leaders to bring life to investments strategies in an exciting format.
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Welcome to the Wildly Worthy & Wealthy podcast where we combine self-love with actionable steps to achieve higher self-worth and net worth. Learn to overcome your circumstances, conquer your fear and overwhelm, and own your power to live your best life.
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If you’re an empath or highly sensitive entrepreneur, odds are you’ve struggled with building a thriving business and amassing wealth because you don’t know how to charge a premium rate for your services without compromising your own values and beliefs. You’re committed to your clients and serving them well, but you’re still looking for the sustainability and balance that you need in order to impact more of the clients that you love. Catherine Wood, Master Certified Coach and Founder of Unbo ...
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Investing in Real Estate publishes three times a week! It's a show hosted by Clayton Morris with a laser focus on buy and hold rental properties in order to create passive income. Clayton shares tried and true methods for acquiring rental real estate, building net worth, and accelerating your financial freedom. This podcast utilizes expert interviews, case studies with normal everyday investors, and Clayton's own methods for achieving passive income. If you want to learn how to acquire turnk ...
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The unique NetWorth Radio broadcast delves deep into the most important headlines and the actual meaning for investors. Interviews with nationally acclaimed authors and Dallas business leaders bring to life investment strategy in a unique and exciting format. The author of two books and 31 investment articles, Spencer is a Certified Investment Management Analyst who manages portfolios for successful families.
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https://bluefacenetworth.top - Your ultimate source for comprehensive information about the life and net worth of the rapper, Blueface. This website offers a wealth of details about Blueface's journey, from his early life and career beginnings to his rise to international stardom. You can explore in-depth insights into his net worth, financial achievements, and the various facets of his life. #blueface #bluefacenetworth
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Want to expand your real estate business nationwide through referrals? Join Kilene and Kelly, the "Tampa Twosome," on Real Estate Referrals: Network to Net Worth. Learn their secrets to building a strong referral network through phone calls, handwritten notes, and relationship building. It's a win-win for you, your clients, and your entire referral team, bringing in leads and clients for years to come. Get ready to leverage the power of referrals and boost your mailbox money!
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Shea in Irving is the degenerate guru known by many as the infamous caller on the Dan Patrick Show. Shea discusses the important things in life like betting 75% of your net worth on a football game, finding a bookie in rehab, spotting the point shavers, and finding action all year round whether it be Little League World Series or Women's Championship Curling. He cares about one thing above all else, speaking the truth and he usually doesn't have a choice because he is so drunk on whiskey. Po ...
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Navigate the intriguing world of Deion Sanders at https://deionsandersnetworth.top/. From his celebrated sports career to life off the field, unearth detailed insights into his financial journey. Delve into Sanders’ net worth, his impactful career, and personal triumphs. #DeionSandersNetWorth #deionsanderstop #QuocMai
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⚡ Lightspeed Investing ⚡ Welcome to Lightspeed Investing, the 🎧 podcast 🎙️ where the worlds of investing, business, and entrepreneurship converge with the precision and expertise of medical professionals turned investment specialists. For the past 15 years, our team has been dedicated to transforming small amounts of capital into substantial returns through strategic trading in the commodities markets. 🤝 Join us as we share insights from our three core divisions: 🌟 Money Management for High ...
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Welcome to the Surges of Income Podcast! This podcast is dedicated to teaching investors, entrepreneurs, business owners, and wantrapreneurs how to tap into LARGE amounts of income in quick surges - above and beyond their normal monthly income. These surges of income allow you to invest more and faster, quickly building net worth. Surges of Income can be obtained by 4 main occurrences. The sale of a property, sale of a business, business profit distributions, and by live events/ product laun ...
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The Equedia Letter is one of the fastest growing and largest investment newsletters dedicated to revealing the truths about the stock market. The Equedia Letter was primarily offered only to high net worth individuals. Due to the success and demand of our research, our Letter is now read by thousands of bankers, brokers, analysts, fund managers, and high net worth retail investors. We are adding thousands of sophisticated readers every month. The Equedia Letter has grown not only because of ...
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Bring confidence to your wealth building with simplified strategies from The Money Guy. Learn how to apply financial tactics that go beyond common sense and help you reach your money goals faster. Make your assets do the heavy lifting so you can quit worrying and start living a more fulfilled life.
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Welcome to Power Your Research w/ Dr. Sheena Howard, hosted by professor, author, TEDx speaker, ghostwriter, and academic brand expert Dr. Sheena Howard. On this podcast, you'll hear how to build a big brand, build a community, and leave a legacy, as well as the many failures and lessons Dr. Howard is learning on her path from building a 6-figure business to $1M in net worth.
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How can wealthy investors make better investments and wiser financial decisions? On this podcast we look at the big investment trends, how to allocate private wealth, tools for multi-generational planning, philanthropy and a range of other issues unique to high net worth families. We interview leading investment managers, high net worth individuals and private wealth advisors. Brought to you by Goldrock Capital, a multi-family office.
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Financial and retirement guidance San Diego‘s John Iammarino of Securus Financial and Thomas O‘Connell of International Financial Advisory Group, Inc. in Rockaway, New Jersey. John is a veteran of the financial services industry, a Certified Medicaid Planner, and a National Social Security Advisor. He founded Securus Financial to help retirees and soon-to-be retirees ensure that their retirements provide them with financial peace of mind and the security they need to enjoy their golden years ...
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Award-Winning Portfolio Manager Rob Tetrault provides insight for investors on a wide array of wealth management topics. Constantly ranked in the Top 5 Wealth Advisors in Canada, Rob is a Senior Investment Advisor and Portfolio Manager at Tetrault Wealth Advisory Group from Canaccord Genuity Wealth Management. He initially worked as a litigation lawyer at Aikins MacAulay Thorvaldson. He then completed a Finance MBA and was a member of the Dean's list at the Asper School of Business. The Rob ...
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Dive deep into the financial world of Logan Paul with LoganPaulNetWorth.top. From internet sensation to boxing, uncover comprehensive insights into his wealth accumulation. Get the latest on Logan's net worth, career milestones, and entrepreneurial endeavors. Your ultimate source for all things Logan Paul and his monetary journey! #loganpaulnetworth #loganpaultop #Quocmai
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For Better, Worse, or Divorce is a podcast where we discuss all matters relating to family law. When it comes to family law litigation, your hosts Brian Walters and Jake Gilbreath of Walters Gilbreath, PLLC have a reputation of being fierce and effective. Walters Gilbreath, PLLC represents clients in cases involving a broad range of issues, including high net-worth property litigation, business valuation issues, parental alienation, jury trials, complex property division, and contested custo ...
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Top Wealth Building Strategies by Net Worth
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Personal finance is personal. A good strategy for someone in their 20s just starting out on their wealth building journey is probably not right for someone with a million-dollar portfolio. So, we wanted to break down what might be valuable to do with your next dollar, for people at different stages of that wealth building journey. Jump start your j…
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Navigating Titles & Tensions: Macrae Heppler’s Journey in Video and Business
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In Episode 78 of Beyond Net Worth, Ben and Kallan are joined by Macrae Heppler, who shares his fascinating journey into the world of video production and how he successfully grew a title company. They dive deep into the intricacies of the title business, explore the challenges and opportunities within the industry, and even touch on some Facebook d…
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The Director of Colorado's NIL Collective, Reggie Calhoun Jr. On The Pros and Cons of NIL
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Get ready to dive into the dynamic world of Name, Image, and Likeness (NIL) in college sports with host Hassan Thomas, the Student-Athlete Engagement Manager at iGrad This week, we have Business and Athlete Development Expert and the director of operations for Colorado’s NIL Collective: Reggie Calhoun Jr. Hassan and Reggie chat about: - The post gr…
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Summer Book Series: The Sin of Anger against Wealth
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In this episode, we explore the sin of anger against wealth and how it can affect us as Christian women entrepreneurs. The Bible offers guidance on maintaining a healthy perspective on wealth, helping us avoid resentment and cultivate contentment. We are continuing our book club series with the book: The 25 Biblical Laws of Success Key Points Discu…
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High Net Worth Advisory: Small Firms vs. Large Financial Institutions
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In a world of AI investments and large financial firms, is there a secret that high-net-worth investors know about when it comes to holistically looking at opportunities? In this episode of Planning Reimagined, Celeste and Kris welcome Phil Pilibosian, Senior Managing Director at US Capital Wealth Advisors, for an in-depth discussion on the critica…
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What It’s Like to Lose 95% of Your Net Worth Overnight
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Imagine waking up one day to find nearly everything you've worked for is gone. Today’s guest, Domenic, lived through that nightmare. His story begins at Facebook, where he was one of the early employees during the dawn of the social media era. He wisely took as much equity as possible, which paid off handsomely when the company went public. Despite…
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Revolutionizing Venture Capital and Automation with Andrew Romans
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Join us for an eye-opening discussion with seasoned VC founder and investor, Andrew Romans of 7BC Venture Capital. Andrew shares his remarkable journey from founding startups to raising significant funds, leading them to successful IPOs, and eventually creating an innovative venture capital equity exchange fund that allows top-tier founders to dive…
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Roth IRAs: Opportunities and Pitfalls
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Mitch & Alicia are in the booth discussing all things Roth: Roth IRAs, Roth 401(k)s, and Roth Conversions. They provide some background on why Roth money can be a powerful tax-advantaged tool and how it can be part of a “tax-diversified” strategy. Mitch & Alicia discuss when it makes sense for Roth retirement contributions vs. tax-deferred contribu…
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Experience is Everything: Mastering the Art of Flawless Execution
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In this episode of The Business of Luxury Weddings Podcast, James and Otto chat with Rosemary Hattenbach of Rosemary Events. Rosemary's journey started in the film industry as a line producer, where she worked with A-list directors. Now, she brings that same level of attention to detail and collaboration to luxury weddings. Rosemary shares what it …
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EP 162: Easiest Way to Get Started in Real Estate Investing with Brooke Ceballos-Pinero
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Seasoned multifamily operator and investor, Brooke Ceballos-Pinero, shares her journey from a passive investor to co-sponsoring over 480 units, offering invaluable insights on market trends, investment strategies, and the importance of hands-on experience in multifamily real estate. She emphasizes the benefits of starting as a passive investor to l…
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Why Market Volatility Does Not Matter
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Steven Briggs
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The Psychology Behind Philanthropy: Revealing the Identity-Driven Donor Journey
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What drives ultra-high net worth individuals to part with substantial portions of their wealth for the greater good? Our fascinating guest, Dr. Jen Shang, the world's only philanthropic psychologist and co-author of "Meaningful Philanthropy: The Person Behind the Giving," unveils the complex interplay between identity and altruism. You'll gain excl…
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"Should We Liquidate to Buy a Home?"
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"If my wife and I liquidate all assets except retirement which is around 40k, we could buy our first home in cash (300k). Should we consider this or take on a mortgage?" We'll walk you through that question and more in today's Q&A episode! Jump start your journey with our FREE financial resources Reach your goals faster with our products Take the…
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1081: Q&A: How Can I Invest with a Bad Credit Score? - Episode 1081
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Is it possible to invest in real estate with a bad credit score? What are the best financing options for investors without optimal credit? That's the first topic I'm answering on today's Q&A episode! On this episode, I'm taking three of your great questions on credit scores, selling rental properties, and using home equity to but assets. Click play…
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The Five Year Rule For Roth IRAs, Explained
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Hey Rich Girls, Kirby here - Pretty much anyone who pays even the slightest bit of attention to money or retirement savings has certainly heard some investment fanatic raving about Roth IRA’s, how amazing they are & that everyone NEEDS to be funding one. **please note this is not investment advice, just my opinion & should be used for entertainment…
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45 | Can I stop the ATO auditing my client?
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When the ATO is fishing in the ocean of tax risk, sometimes I am asked "can we stop the ATO auditing my client"? The short answer is "yes". The only real tool available to clients is simple and effective. However, any decision to deploy it needs to be well thought through before your client pushes the button (or technically speaking, not pushing th…
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AI and Data: Revolutionizing Major Donor Prospecting Strategies
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Ever wondered how data could revolutionize nonprofit fundraising? Join us as we uncover the transformative potential of data in making fundraising more efficient and impactful. Featuring Doug Kaczmarek, the Chief Data Officer at Moore, we promise you'll learn how cutting-edge technology and data overlays are optimizing marketing campaigns and donor…
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(9m 21s) Breakthru Blog from 31 August 2024 - Next Stop: Procrastination Station... How 'bout we stay on the train? (read by J.Paul)
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The written version will publish to the Breakthru Blog on 31 August 2024. Links referred to in the reading: * Tim Urban Ted Talk on procrastination * How toilet paper works🧻 * SToR (Strength of Relationship) framework Follow J.Paul on LinkedIn for daily pro tips and reflections on major gift fundraising. Subscribe to The Breakthru Newsletter to hav…
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Federal Reserve Interest Rate Cuts?
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Stop the Hustle, Start Growing: Tracey’s Guide to Sustainable Success
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Welcome to the Surges of Income Podcast - LIVE on YouTube. Episode 11 In this episode, I had the pleasure of mentoring Tracey, an entrepreneur ready to shift from the constant hustle to a more sustainable, strategic approach to business. We covered: -Letting go of the hustle mentality to focus on long-term growth. -Setting boundaries to avoid burno…
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Understanding the Corporate Transparency Act: A Conversation with Michael Zeuner & Joseph Kellogg
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In the latest episode of The Wealth Enterprise Briefing, Michael Zeuner, Managing Partner at WE Family Offices, discusses with Joseph Kellogg, Partner and Head of Wealth Planning, the intricacies of the newly implemented Corporate Transparency Act (CTA) and its far-reaching implications for both U.S. and international families. Key points explored …
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There’s a whole wide world of financial advice out there – some good and some bad. Depending on your financial goals, certain advice could steer you in the wrong direction. On this show, my goal is to give you a financial education that’s based on the principles of building a high net worth through performing assets. So with those goals in mind, to…
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Send us a Text Message. Ever wonder why some of the brightest minds in academia struggle to make it in the entrepreneurial world? Learn why firsthand experience is the game-changer that can elevate your credibility and authenticity when it comes to selling. Follow Dr. Sheena Howards' socials: @drsheenahoward | Power Your Research…
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Ep 94: Understanding 1031 Exchanges and DSTs with Real Estate Exchange Specialist, Kyle Connor
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In this episode, we're focusing on the often misunderstood world of 1031 exchanges. To shed light on this topic, we’re joined by Kyle Connor, a Real Estate Exchange Specialist at Invesco Real Estate. Kyle will clarify the 1031 exchange process and explain how it can benefit those transitioning from managing rental properties to exploring new invest…
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173. Bringing Transparency to Private Investing feat. Pat Zingarella
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Schedule a call with us: https://meetings.hubspot.com/mike-sullivant/ilab-speak-to-aspen-representative- Pat Zingarella, a former corporate tech business consultant and startup advisor and Founder of Invest Clearly, recounts his transition from corporate America to entrepreneurship, inspired by his own investment challenges. He discusses the key fe…
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WEEK ZERO! College Football Futures + Shea's Roadrage Incident
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Hammer is back again. The boys break down their sneaky college football win total o/u bets, old ladies speeding in residential neighborhoods, the degens on the Notre Dame swim team, and microplastics (again). We got emails, too. Welcome to week ZERO. Get it in yall.
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📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market …
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Beyond the 401k: Why Real Estate Beats Stocks &College Dilemmas
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In this episode of "Beyond Net Worth," we dive into an eye-opening discussion about the financial strategies that can take your wealth-building game to the next level. We explore why real estate may be a more lucrative and stable investment compared to traditional 401k plans and the stock market. Our hosts challenge the conventional wisdom around c…
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Seeds of Faith: Growing Belief and Understanding Amid Doubt | Ben and Kallan | Episode 76
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In this episode of "Beyond Net Worth," we delve into the delicate balance of nurturing belief while understanding the reasons behind spiritual doubt and disconnection. We'll explore how to cultivate a resilient faith, drawing inspiration from scriptural teachings and personal experiences. Join us as we discuss the challenges of maintaining faith, t…
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"HELP! I'm Addicted to Saving!"
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"I am so addicted to saving (30-35% savings rate) that I am worried I don't know how to turn it off. It is starting to affect my desire to enjoy today. My spouse is 30 and I am 32 and we have about $270K in retirements and $30K in a taxable brokerage. I still want to cheap out on family vacations. I feel like I have a sickness... Any advice on how …
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Episode #98: Personal Finances and Divorce (CNBC Article)
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In this episode, Jake Gilbreath and Brian Walters discuss a recent CNBC Article, "7 Common Ways a Divorce Can Change Your Personal Finances" by breaking down the points identified by the financial experts in the article from their perspective as Texas family law attorneys. If you are interested in speaking to us about your family law matter or if t…
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First-Gen Financial Freedom: Bryan Escudero’s Journey
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How can immigrant entrepreneurs leverage their unique experiences to build generational wealth through real estate? In this episode, Yonah sits down with Bryan Escudero, a first-generation American whose parents immigrated from Colombia. Bryan dives into the challenges and triumphs of navigating the real estate world as a first-generation investor,…
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Episode 4 – How a Family Office Gives Your Time Back
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On episode 4 of the Our Family Office podcast, host Adam Fisch speaks with Our Family Office Co-Founder and CIO Neil Nisker about family administration. They address the ways in which administrative responsibilities fit into broader family office services, and the privilege enjoyed by wealthy families to be selective about how they spend their time…
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Ep. 24: Mastering Business Funding: Get Banks to Approve Any Loan with Anthony Vanaki
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🎙️ Lightspeed Investing Podcast Episode 24: Anthony Vanaki Part 5 🎙️ Join us for another insightful episode as we welcome back Anthony Vanaki, CEO of Deliver Capital. This week, Anthony delves into maximizing your bank approvals for business funding by organizing your financial statements effectively. In this episode, you'll learn: 💡 The importance…
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1 - The Best Insights for Early-Stage Founders from Top Investors with Finstrat Management's Kristian Marquez
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In the inaugural episode of the Innovators & Investors podcast, Josh Elledge of UpMyInfluence speaks to the creator and host of the show, Kristian Marquez. Kristian is also the President, CEO, and CFO of Finstrat Management, which provides accounting, finance, and reporting services for AI, SaaS, investor backed cos., HNW individuals, family office…
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Capturing the Affluent Entrepreneur Opportunity – Episode 24
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Entrepreneurs are among the largest groups of affluent investors we see—and that alone makes them an ideal niche for many advisors. But as we highlighted in our previous podcast, there are numerous other reasons why you might want to be focused on serving high-net-worth entrepreneurs right now. Many entrepreneurs are seriously considering switching…
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Ep 217: Does Long Term Care Insurance Make Sense with Blake & Rod from Money Insights
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Is long term care insurance really worth it? In this episode, Blake and Rod from Money Insights tackle this critical question, breaking down the pros and cons of long-term care insurance.As seasoned financial strategists, Blake and Rod bring a wealth of experience in maximizing overfunded life insurance strategies and creating customized wealth pla…
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How Much Money Should You Have By Age 30? (2024)
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Hey Rich Girls, Kirby here - I just turned thirty last week, and it got me thinking: what goals have I accomplished for myself that I thought I would for sure hit by age thirty? What goals have I NOT accomplished? And while I’ll spare you the personal details of ALL of the shit that comes to mind when you hit a major milestone like thirty, I knew t…
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How to Not Ruin Your Kids with Your Wealth ft. Dr. Becky
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Worried that your wealth might turn your kids into spoiled, unmotivated adults? Dr. Becky’s here to show us how to raise resilient, grounded kids even when money isn’t an issue. She’s the force behind "Good Inside", often called the "millennial parent whisperer." With a clinical psychology background, and her own experience parenting young kids whi…
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Send us a Text Message. Leverage your personal strengths and maximize your existing resources. Follow Dr. Sheena Howards' socials: @drsheenahoward | Power Your ResearchDr. Sheena Howard
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Episode 247: Turn Your Private Practice Into a Money-Maker with Dr. Una
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Send us a Text Message. Are you a physician struggling to turn your practice into a profitable venture? This episode is a goldmine of insights! In the episode of the MoneyfitMD Podcast, I am joined by Dr. Una, a seasoned pediatrician turned entrepreneur, to explore the secrets to building a thriving medical practice. You will discover how to overco…
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Unmasking Masculinity: How to Create Emotionally Satisfying Relationships with Shana James
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I’m so excited to have a conversation with Shana James, a relationship coach and author with 20+ years of experience facilitating workshops on communication, mindfulness, psychology, and sensuality. Shana uses her gifts of empathy and compassion to support men and help them connect to themselves and their potential. In our society, men have a lot o…
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EP 161: Scale Your Real Estate Portfolio Via 1031 Exchanges with Scott Saunders
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In this episode, Randal sits down with Scott Saunders, Senior Vice President of Asset Preservation, Inc., to delve into the intricacies of 1031 exchanges and real estate investing. Scott shares valuable insights on how investors can defer capital gains taxes, preserve wealth, and maximize their investment strategies using 1031 exchanges. He also di…
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This 401(k) Mistake Could Ruin Your Retirement!
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The 401k is one of the most powerful wealth builders. However, there is a mistake people are making that could destroy their retirement. Jump start your journey with our FREE financial resources Reach your goals faster with our products Take the relationship to the next level: become a client Subscribe on YouTube for early access and go beyond the …
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1079: Q&A: Why Doesn't My Custodian Want Me to Buy Real Estate? - Episode 1079
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If you've ever tried to move money out of a traditional retirement account in order to invest in a self-directed IRA, you'll learn very quickly that your custodian won't be too fond of this idea. This happened to today's first caller, and it happened to me too! This is the first topic I'll be diving into on this Q&A edition of Investing in Real Est…
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Achieving Work-Life Balance Through Real Estate with Calvin Lowe
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What if you could achieve financial freedom and more time with your loved ones while still pursuing the career you love? Today, Dr. Calvin Lowe discloses his journey of balancing a demanding medical career with a passion for real estate. From learning the ropes in multifamily investing to educating fellow healthcare professionals on financial liter…
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(8m 11s) Breakthru Blog from 24 August 2024 - Celebrate Good Times! Don't forget to raise your glass... (Read by J.Paul)
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The written version will publish to the Breakthru Blog on 24 August 2024. Follow J.Paul on LinkedIn for daily pro tips and reflections on major gift fundraising. Subscribe to The Breakthru Newsletter to have content like this delivered to your email each week.J.Paul Fridenmaker
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Ep. 23: Tripling Your Business Funding Approvals with Anthony Vanaki - Part 4
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🎙️ Lightspeed Investing Podcast Episode 23: Tripling Your Business Funding Approvals with Anthony Vanaki - Part 4 🎙️ We are thrilled to present Episode 23 of the Lightspeed Investing Podcast, featuring Anthony Vanaki, CEO of Deliver Capital! In this episode, Philip Jayhawk Chan, President & CEO of Lightspeed Investing, and Anthony dive deep into th…
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