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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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Net Worth It

Gretchen Heinen

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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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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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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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“Building and Protecting Your Business Worth Podcast” brings together ideas from successful small business owners, and professionals from many different industries to share strategies and ideas to help create business growth, increased profits, and to protect your business worth from the “What If’s Of Life”. The podcast will share ideas of how to unlock your “Business DNA”, creating more efficient business decisions, leisure time, and more fun in your business.
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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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MONEYFITMD PODCAST

Dr Latifat Akintade

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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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Welcome to the Conkers3 page. The home of the Conkers’ Corner podcasts, Twin Petes Investing podcasts and so much more. The podcasts are set out to enhance the awareness of new investors, experienced investors, high net worth individuals (HNWI), Independent Financial Advisers and life long students of the financial markets. This will be done through insightful interviews and podcasts published on a regular basis. If you’re aiming to achieve a financial goal then these podcasts will have wort ...
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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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”Affluence & Advocacy” is a compelling podcast series focused on New York real estate law, hosted by Natalia Sishodia, an experienced attorney recognized for her expertise in real estate, business law, elder law, estate planning, and taxation. This podcast provides invaluable insights into the legal landscape of New York, specifically tailored for high-net-worth clients and international buyers navigating the complexities of real estate transactions.
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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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Emifast is your trusted partner, dedicated to optimizing your financial landscape. We specialize in tax reduction, intelligent investment strategies, wealth management, dual residencies, and unlocking newfound freedom for entrepreneurs, investors, freelancers, and high-net-worth individuals. Zakaria Eeckhout, CEO of Emifast, along with his global team of experts, has successfully helped more than 2,000 clients worldwide. Tomorrow, it might be you! In our podcast, you will learn more about in ...
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Weiss Advice

Yonah Weiss

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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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Celebrity Net Worth!

Celebrity Net Worth

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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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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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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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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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Rich Girls' Guide

Kirby Delloiacono

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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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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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Debt-Free Latina

Mayra Alejandra Garcia

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Join financial coach Mayra Alejandra Garcia as she teaches how to grow your net worth and become a Debt-Free Latina! The purpose of this show is to inspire and motivate you to pursue your financial goals and be wise with your money.
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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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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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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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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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Real Estate Referrals

Kilene and Kelly Group

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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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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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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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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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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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NetWorth Radio

Spencer McGowan

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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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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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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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Lightspeed Investing Podcast

Philip Jayhawk Chan

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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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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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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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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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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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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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https://kevinhartnetworth.top - Your ultimate source for comprehensive information about the life and net worth of the renowned comedian and actor, Kevin Hart. This website offers a wealth of details about Kevin Hart'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. #kevinhart #kevinharttop #kevinhartnetworth
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The Retire Happy Podcast

John Iammarino & Thomas O‘Connell

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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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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 @igradfinancialwellness This week, we have one pair of Twin football players at Dartmouth College - Linemen Josiah Green and Linebacker - Micah Green! Hassan, Micah, and Josiah chat about: …
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When the Fed cuts rates, what does it say about the economy? Does it mean we are on the cusp of a recession, or might it be a bullish signal? Nate, Clint, and Syl sit down to speak about the most recent Fed rate cut in September 2024 and also what it means in the context of prior rate cuts.
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Join Mitch Frei on the Beyond Net Worth Podcast, where we explore the real stories behind success. This episode dives into the lessons learned from family, the power of resilience in the face of failure, and the unexpected journeys that shape our lives. Mitch shares personal anecdotes from his experiences in door-to-door sales and reflects on the w…
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In today’s episode, we dive into the real reasons behind my decision to move away from high-ticket coaching. I’ll be sharing the 10 key reasons why I believe this model often causes more harm than good for both coaches and clients. Through the lens of Scripture, we’ll discuss how this business model can lead to unnecessary financial pressure, hinde…
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How Do You Stop Hustling When You’ve Already Won? Laura Roeder told herself that at $5 million liquid she could live the life she wanted and refocus her life on what matters most: living. Unlike a lot of entrepreneurs who get caught up in the game and keep chasing more, Laura stayed true to that goal and quit hustling harder than she had to. But ho…
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🚨 New Podcast Episode Alert! 🎙️ I’m excited to announce that the latest episode of Dr. Bryce Bowers’ Badge of Burnout podcast is now live! In this episode, Dr. Nathan Rafaelov joins Dr. Bryce for an insightful conversation about his journey from medicine to futures trading. You'll hear Dr. Nathan's incredible journey—from his early days in pharmacy…
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For the past few years, short-term bonds and money market instruments have offered investors attractive returns, typically without requiring substantial exposure to interest rate risk. However, as the yield curve normalizes, the short end of the curve may no longer represent the most strategic opportunity. In the latest episode of The Wealth Enterp…
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Send us a text Have you ever questioned whether an administrative role truly aligns with your personal goals after tenure or if it's just the next logical step? Discover the transformative potential of building your brand and becoming a thought leader. Follow Dr. Sheena Howards' socials: @drsheenahoward | Power Your Research…
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The promise of The American Dream has long attracted people from all over the world to build a better life for themselves and their families. The American Dream promises that if you just work hard enough, you can have the life you want. Yet there are Americans working full, long careers and still can’t afford to make ends meet when it’s time to ret…
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We discuss how Ownify's model allows first-time buyers to gradually purchase homes through fractional ownership, bypassing traditional mortgage hurdles. This podcast is sponsored by Aspen Funds. Alternative investments in Private Credit, Industrial Real Estate, and Oil and Gas: https://aspenfunds.us/ Check out our latest offering in industrial real…
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📢 Exciting New Episode Alert: Lightspeed Investing Podcast Episode 44! 🎙️ I'm thrilled to share our latest episode featuring the inspiring Harry Sardinas, a dynamic leader and innovator in public speaking and network marketing! 🌍✨ Join us as we delve into Harry's incredible journey—from starting as a waiter and bartender to becoming the founder of …
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The boys are back after Shea's entire family had pnemonia and his house was a sick ward last week - hence no pod. BIG weekend of college football ahead. Shea and Hammer preview the biggest games. Then, what are the top 5 conspiracy theories out there? We talk politics, playoff baseball (Shea has a HUGE future that's still alive), read listener emai…
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In this episode, Chris Moore sits down with Spencer Hart, founder of Spray Foam Genius Marketing, to dive deep into the strategies that took his agency from $10k a month to a million-dollar business. 💼 Spencer shares his incredible journey from humble beginnings to running a high-ticket marketing agency, and reveals the secrets behind securing big …
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In the inaugural episode of the Innovators & Investors podcast, Kristian Marquez speaks with the CEO and Founder of FirmPilot, Jake Soffer. Jake shares his journey of creating FirmPilot to help law firms with marketing and SEO challenges, inspired by assisting his attorney brother. Jake covers the importance of using AI and data-driven strategies, …
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How often do you feel like your mind is holding you back from reaching your full potential in business? In this episode, Rusty Osborne, the go-to coach for entrepreneurs, dives into the secrets behind overcoming the mental blocks that limit growth and success.With years of experience helping hundreds of business owners, Rusty uses his signature Neg…
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What happens when you don’t sell your company and keep growing it for decades? For Oscar, it means you become a billionaire. Oscar bought a company every six weeks for 20 years and now his business is worth about $50 billion. Yet, he still wears $15 t-shirts and lives by the values that helped him achieve success. In this episode, he shares how he …
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Send us a text What if self-care was a non-negotiable part of your daily schedule, just like your work commitments? Join me in this episode of "Power Your Research" as I reveal three actionable tips for achieving work-life balance that have transformed my own life. Follow Dr. Sheena Howards' socials: @drsheenahoward | Power Your Research…
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Want to learn how the money school can help you achieve your financial & rich life goals faster? Text Audit to 717 973 8883 for your complimentary consultation with our success advisors. EXCLUSIVE for women physicians (MD/DO/MBBS/DMD only) ................................................................. Do you know how to enjoy your life extraordi…
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Being an empath helped Jane Lawicki thrive in her career, and in this episode of The Prosperous Empath® we’re digging deep into the strategies and mindset shifts that she’s learned over the last 30+ years in global communications. Jane is a communications strategist, PR consultant, and journalist who’s worked with organizations like the United Nati…
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The written version will publish to the Breakthru Blog on 7 October 2024. ***** Links referred to in the reading: Strength of Relationship tool Research from Philanthropy Institute 1-Page Connecting Worksheet Relational Fundraising (by Ken Burnett) Donor Centered Approach (by Paul D'Alessandro) ***** Follow J.Paul on LinkedIn for daily pro tips and…
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📢 Excited to announce the release of Lightspeed Investing Podcast Episode 43 featuring an inspiring conversation with Harry Sardinas, founder of Speakers Are Leaders! 🎙️ In this episode, Harry shares his incredible journey, from working as a bartender and room service attendant to becoming a successful entrepreneur and public speaker. 💼 His path is…
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Today's first caller is thinking about his retirement plan. It's become harder than ever to build a solid retirement plan that can weather the ups and downs of the economy. What's the best way to make sure your retirement is both secure and growing? That's the first question I'm answering on this Q&A episode of Investing in Real Estate! This episod…
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In this episode of Agents Building Cashflow, Randal has a chat with Justin Moy, the Managing Partner of Presidents Club Investors. Justin shares his transition from being a real estate broker to managing funds for multifamily syndications. He discusses his strategies for raising capital, vetting sponsors, and finding deals in the ever-changing real…
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In this captivating episode of The Business of Luxury Weddings, we’re honored to be joined by the renowned Colin Cowie, an iconic figure in the world of luxury events. With nearly 40 years of experience, Colin shares his fascinating journey from his humble beginnings with just $400 and a dream to becoming the go-to planner for Hollywood's elite. He…
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If you would like to sell your business at some point, how far in advance should you be preparing for the exit? In today's episode of Planning Reimagined, the team at Robin Glen are diving into the world of business exit and succession planning. Celeste, Chris and Mike all share insights on ensuring robust estate and tax planning while thinking abo…
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Hey Rich Girls, Kirby here - today, Alfred and I are having a little chitchat about the economic policy being discussed in the US presidential election, as well as navigating married life with different political opinions. **please note this is not investment advice, just my opinion & should be used for entertainment purposes only** CLAIM YOUR $50 …
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📢🎙️ New Episode Alert ❗ Lightspeed Investing Podcast Ep 42: Mastering Seasonal Trends, Futures, and Thesis Trading with Steven Orr 🎙️📢 In this episode, we dive deep into seasonal trading strategies, market leadership, and how external factors impact futures markets. 🎯 Here’s a breakdown of the key insights shared by Steven Orr: 📈 Seasonal Trends in…
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In this episode of Agents Building Cashflow, Randal McLeaird shares his insights from attending Blueprint 2024 in Las Vegas, the premier event for industry executives, real estate/construction tech startups and VCs leading change in the built world. Randal dives into the latest tech solutions presented, particularly those aimed at addressing challe…
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The topics, stocks and shares mentions / discussed include: Investment Trusts, the Heroes & Villains Caledonia Investments / CLDN A 7,000% winner Digital 9 Infrastructure Trust / DGI9 Worldwide Healthcare Trust / WWH F&C IT / FCIT Life Science REIT / LABS Home REIT / HOME Brunner IT / BUT The Global Smaller Companies Trust JPMorgan Claverhouse IT /…
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🎙️ New Episode Alert! Lightspeed Investing Podcast Episode 41: Steven Orr's Trading Principles Part 5 🚀 In this must-listen episode, Philip Jayhawk Chan sits down with seasoned trader Steven Orr to dive deep into the 12 rules that can elevate your trading game. Whether you're a beginner or a pro, this episode is packed with insights that will trans…
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Anytime I talk about the downfalls of the popular retirement plan, the 401k, there’s always a few people in the comment section protesting. If you’re one of the lucky few that has been able to build a large retirement savings inside a 401k, that’s great! But unfortunately, this isn’t the norm. Most people who put money into a 401k aren’t able to sa…
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Send us a text Do you often find yourself grappling with self-doubt? Discover empowering strategies to shift from external validation to internal fulfillment in our latest episode, featuring Dr. Sheena Howard, the founder of Power Your Research. Follow Dr. Sheena Howards' socials: @drsheenahoward | Power Your Research…
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Ryan Carriere, co-host of the Tax Smart REI podcast and a Real Estate Tax Strategist at Hall CPA, explains the advantages and intricacies of real estate professional status and the short-term rental 'loophole,' highlighting strategies for both active and passive investors to optimize tax efficiency. This podcast is sponsored by Aspen Funds. Alterna…
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This episode delves into foreign buyers' unique legal needs and cultural considerations in the New York real estate market. Natalia discusses the primary legal considerations when purchasing co-ops and condos, the differences in the purchasing process for foreign buyers, and the critical tax implications to consider. With practical examples and cas…
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🩺🎙️🎙️ New Podcast Episode Alert! 🎙️🎙️🩺 📢 We are thrilled to announce the release of Episode 40 of the Lightspeed Investing Podcast—a must-listen for 👨‍⚕️👩‍⚕️ medical professionals exploring the world of futures and commodity trading. In this episode, Dr. Bryce Bowers and Dr. Nathan Rafaelov join Philip Jayhawk Chan to deliver entry-level content ta…
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In this episode, Brian Walters meets with one of the firm's Dallas-based partners Carson Steinbauer to discuss the issue of fraud in family law cases. From hidden assets to fraudulent documents and misrepresentations, Brian and Carson break down how types of fraud can impact divorce proceedings, custody cases and property division. If you suspect t…
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On the season finale of the Our Family Office podcast, Our Family Office CEO Tim Cestnick speaks with Sam Mercanti, an award-winning entrepreneur, former leader of CARSTAR Canada, and Our Family Office client. Sam talks about immigrating to Canada and his start in the business world, how he built his company (06:05), and the ways that Our Family Of…
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Staying with Business Basics and Thriving! Brian Donahue is the founder and President of DMI. A successful company that wholesales Life insurance and Annuity products to Financial Advisors around the country. DMI is known for its great culture, consistent and great service. Staffed with long-time employees, DMI is a model of what service to custome…
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In the inaugural episode of the Innovators & Investors podcast, Kristian Marquez speaks with the Founder and CEO of Gage, Justin Henshaw. Justin shares his entrepreneurial journey, highlighting his military background and transition into business. He discusses the inspiration behind Gage, a platform designed to recognize and score the contributions…
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It’s no secret that financial advisors who want to serve wealthier clients need to go where the money is. Traditionally, that’s meant courting baby boomers. Today, however, moving upmarket increasingly means attracting and serving younger generations. For example: Millennials represent the largest age demographic category—they are the clients of th…
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In this episode I discuss the biggest mistake I see people make when expatriating—failing to ensure they are fully tax compliant, which can lead to becoming a "covered expatriate." This status can trigger significant financial and legal consequences, including being subject to an exit tax regime, having U.S. person recipients of gifts and inheritan…
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📢 New Episode Alert: Lightspeed Investing Podcast Ep. 39 - Client Success Testimonial with Tom Brascher 🎙️ 🤝 Join us for an inspiring conversation as Philip Jayhawk Chan welcomes Tom Brascher, a retired civil engineer turned successful commodities trader. 📈 🎯 Here are the key highlights from Tom's journey: Introduction and Background: 🔹 Tom venture…
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Tax strategies can make or break your investment returns. In this episode, Doug English, CFP®, MBA, unpacks the power of smart tax management for investors.As the founder of ACT Advisors® and with over 20 years of experience, Doug has helped senior executives in both nonprofit and for-profit sectors optimize their benefits and navigate complex comp…
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Can success create a false sense of invincibility? For Pete, it did—and it cost him millions. After selling his business for $80 million, Pete felt unstoppable. But his overconfidence led him into a risky venture that didn’t pay off. Determined to prove he wasn’t a one-hit wonder, Pete ignored the warnings, thinking his past success guaranteed futu…
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Send us a text Ready to transform your academic research into a powerful brand? Join us as Dr. Sheena Howard, founder of Power Your Research, unveils the entrepreneurial steps to boost your visibility, authority, and income. Discover how to break free from academic paywalls and create a lasting legacy through strategic brand-building. Follow Dr. Sh…
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Ever wondered how to create a nationwide referral network that truly makes a difference? In this episode we sit down with Rob Schelle, the founder of Military No Stress PCS. Discover how Rob built a nationwide network of military-focused realtors dedicated to providing seamless relocation experiences for military families. Learn about the unique ch…
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