Best Summit Wealth Strategies Podcasts (2025)

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The Side of Jeezy You've NEVER Heard About! - Social Proof Podcast #531 1:08:33

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4d ago1:08:33

1:08:33

This conversation with Jeezy reveals his true character. Even though his journey involved some illegal activity he used that journey to learn principles that polished him. Jeezy used music to help him to rise out of that life. He did the work on himself. He released the traumas. Now he's refined and doing great business. We are now witnessing his t…

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#588 Tax Strategy Q&A: Mega Backdoor Roth, RV Write-Offs, and LLC Mistakes 41:22

6d ago41:22

41:22

Mark Kohler and Mat Sorensen are back for another Open Forum episode of the Main Street Business Podcast — answering real tax, legal, and wealth-building questions from listeners across the country. In this episode, they cover advanced strategies and insider tips for: The Mega Backdoor Roth: How it works and who can use it Maximizing vehicle deduct…

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A Game Changer: Deferring Taxes on the Sale of Highly Appreciated Assets 17:21

8d ago17:21

17:21

Shawn O’Keefe of Summit Wealth Strategies explains deferred tax strategies (DTS) and what kinds of transactions are eligible for them. Shawn also shares the benefits of DTS and how people can control how many taxes they pay by not paying Uncle Sam up front. Shawn also describes the comprehensive tax summary that he runs for people to show them how …

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The Untold Airbnb Origin Story: From Air Mattresses to Billionaires 11:32

8d ago11:32

11:32

The Airbnb Story. This is a story that illustrates how renting an air mattresses along with breakfast has grown into a multi-million empire. This is the ultimate example of insanity meets creativity. After hitting a brick wall in the business it was realized that they needed testimonials and reviews to help build trust in prospect clients. Roadbloc…

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Does Entrepreneurial Status Determine Who You Date? - David & Donni | Social Proof Podcast #530 49:39

12d ago49:39

49:39

Subscribe to the Social Proof Podcast: Apple Podcasts: https://podcasts.apple.com/us/podcast/social-proof-podcast/id1374373035 Spotify: https://open.spotify.com/show/6GT6Vgj...https://open.spotify.com/show/5QM1w9IfjTza1wwHR06WaR?si=7c3bcc1c3b954bb9 👉🏽Get Your Tickets To: https://podcastsummit.com/registration 👇🏾👇🏾👇🏾👇🏾👇🏾👇🏾👇🏾👇🏾 JOIN THE COMMUNITY TOD…

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#587 Trump Signs The Big Beautiful Bill: What This Means for Tax Planning 32:08

14d ago32:08

32:08

President Trump just signed the Big Beautiful Bill into law — and it’s packed with tax breaks for small business owners, real estate investors, and everyday entrepreneurs. In this episode, tax attorney Mark J. Kohler and attorney Mat Sorensen break down the most useful strategies you can implement right now to save big. Here’s what you’ll learn: Ho…

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Episode 149: Guiding Education with Sheena O'Connell 47:42

15d ago47:42

47:42

Description In this episode, we're thrilled to welcome Sheena O'Connell, an educator and developer from South Africa who has been making waves in the Python education community. Sheena shares her journey from electrical engineering to founding Prelude, where she runs advanced Django learning sprints and teamwork training courses. We explore the cri…

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The $100 Million Dollar Exit. How To Scale A Business | Social Proof Podcast - Dr. Ben Hardy #529 1:19:58

15d ago1:19:58

1:19:58

We usually use the past to determine our present. Also, we often use our present to determine our future. Well, Dr. Benjamin Hardy speaks about how to use the future to determine your present in an effort to scale exponentially. Tap in to this conversation as we discuss this perspective. Subscribe to the Social Proof Podcast: Apple Podcasts: https:…

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Your Idea Of "A Lot Of Money" Is Actually Small - David Shands 3:41

16d ago3:41

3:41

Subscribe to the Social Proof Podcast: Apple Podcasts: https://podcasts.apple.com/us/podcast... Spotify: https://open.spotify.com/show/6GT6Vgj... 👉🏽Get Your Tickets To: https://podcastsummit.com/registration 👇🏾👇🏾👇🏾👇🏾👇🏾👇🏾👇🏾👇🏾 JOIN THE COMMUNITY TODAY: https://www.themorningmeetup.com Grab the Podcast EBOOK👇🏾 **http://www.podcastebook.com GO SUBSCRIB…

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How To Create A Show Using ChatGPT - David Shands Vlog 16:25

17d ago16:25

16:25

I want to share with you a way that you can create a show using Chat GPT. I prompted Chat to write script for me so that I can direct from it. One key to using AI is feeding the appropriate prompt so that it gives me what I'm satisfied with. Always look over and proofread what it feeds back to you. Add or takeaway from it what you desire. Subscribe…

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The Comedic Side Of Success & Failures In Entrepreneurship - Social Proof Podcast | KevonStage #528 1:36:23

19d ago1:36:23

1:36:23

Subscribe to the Social Proof Podcast: Apple Podcasts: https://podcasts.apple.com/us/podcast... Spotify: https://open.spotify.com/show/6GT6Vgj... 👉🏽Get Your Tickets To: https://podcastsummit.com/registration 👇🏾👇🏾👇🏾👇🏾👇🏾👇🏾👇🏾👇🏾 JOIN THE COMMUNITY TODAY: https://www.themorningmeetup.com Grab the Podcast EBOOK👇🏾 **http://www.podcastebook.com GO SUBSCRIB…

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#586 When Should I Register My LLC in a Different State? 29:13

21d ago29:13

29:13

Mark J Kohler and Mat Sorensen dive deep into the world of LLC registration, revealing must-know strategies for small business owners and real estate investors. Learn how to: Properly register your business across state lines Protect your assets with the right LLC structure Avoid expensive penalties and legal pitfalls Maximize tax benefits for mult…

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Is Your Circle Killing Your Success? - David Shands 12:37

21d ago12:37

12:37

Sometimes we should take inventory of the people and things that we surround ourselves with. Usually, your circle or "environment" is a reflection you carry. It's in your appearance, your speech and lifestyle. Some people who are in the position you aspire to be in can read you like a book in 5 mins based on what you say. Assess where you to determ…

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How Annuities Can De-Risk Your Portfolio to Allow for More Growth 16:03

22d ago16:03

16:03

Shawn O’Keefe of Summit Wealth Strategies gives a primer on annuities – the bad ones, the okay ones, and the good ones. Shawn describes the evolution of annuities, how they are similar to pension plans, and why fixed index annuities can allow people to be more aggressive in other parts of their portfolios. If you have a million or more in investabl…

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How Do You Embrace Your Biggest Losses? - David Shands 7:37

23d ago7:37

7:37

How do you embrace your biggest losses? Subscribe to the Social Proof Podcast: Apple Podcasts: https://podcasts.apple.com/us/podcast... Spotify: https://open.spotify.com/show/6GT6Vgj... 👉🏽Get Your Tickets To: https://podcastsummit.com/registration 👇🏾👇🏾👇🏾👇🏾👇🏾👇🏾👇🏾👇🏾 JOIN THE COMMUNITY TODAY: https://www.themorningmeetup.com Grab the Podcast EBOOK👇🏾 *…

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#585 New Tax Bill Signed Into Law By President Trump - What’s In and What's Out? 23:15

24d ago23:15

23:15

To get a comprehensive tax and legal plan get to my law firm KKOS Lawyers: https://kkoslawyers.com In this special episode, Mat Sorensen breaks down President Trump’s newly signed tax legislation, known as the “Big Beautiful Bill," and what it means for your personal and business taxes. With sweeping changes taking effect in 2025, Mat outlines the …

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#584 The Best Real Estate Opportunity in a Decade — Featuring Chris Loeffler from Caliber 56:58

26d ago56:58

56:58

In this insightful episode, Mat Sorensen sits down with Chris Loeffler, CEO of Caliber, to dissect the current state of the real estate market and why commercial real estate is presenting one of the best buying opportunities in over a decade. With over $2.9 billion in assets under management and development, Chris breaks down the macroeconomic and …

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Why Many Entrepreneurs Have No Idea How To Scale Their Company - Social Proof Podcast #527 1:07:20

26d ago1:07:20

1:07:20

Why do many entrepreneurs know how to start a business but not scale it. This conversation has some key points that highlights this issue. Make sure that you take note of these pointers. Maybe you will structure your business to be able to scale in the future and ultimately have a lucrative exit that will make sense for you. Subscribe to the Social…

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#583 Strategic Strategies With a Self Directed IRA 26:52

28d ago26:52

26:52

Mark J. Kohler and Mat Sorensen reveal game-changing strategies for transforming your retirement accounts from Wall Street limitations to Main Street opportunities. Discover how to legally invest your IRA or 401(k) in high-potential assets beyond traditional stocks and mutual funds. Maximize Tax-Free Wealth: Learn Roth IRA investment strategies tha…

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How Consistency In Business Is The Only CHEAT CODE? - David Shands 5:27

28d ago5:27

5:27

How Does Consistency In Business Cause THIS To Happen? It is no secret why consistency and focus causes a change. One main thing to keep in mind is ind is that you are consistent with intention. It's also helpful to with the right "why" that fuels your intention. Let's hear what David has to say about it. Subscribe to the Social Proof Podcast: Appl…

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Is Mentorship A Scam? - David Shands 10:11

1M ago10:11

10:11

Subscribe to the Social Proof Podcast: Apple Podcasts: https://podcasts.apple.com/us/podcast... Spotify: https://open.spotify.com/show/6GT6Vgj... 👉🏽Get Your Tickets To: https://podcastsummit.com/registration 👇🏾👇🏾👇🏾👇🏾👇🏾👇🏾👇🏾👇🏾 JOIN THE COMMUNITY TODAY: https://www.themorningmeetup.com Grab the Podcast EBOOK👇🏾 **http://www.podcastebook.com GO SUBSCRIB…

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The Power Of The Pivot During Times Of War - Social Proof Podcast #526 51:25

1M ago51:25

51:25

The economy is impacted by the actions of people within it. The decisions of people in positions of power causes businesses to have to pay attention and pivot if needed. Entrepreneurs should pay attention to the needs within the economy in addition to the services they usually provide. This can lead to making adjustments to the products and service…

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Three retirement money buckets and the job each has 20:56

1M ago20:56

20:56

Shawn O’Keefe of Summit Wealth Strategies discusses three retirement buckets: short-term, mid-term, and long-term. He shares what time period each bucket covers, what retirement and money tools are in each, and what those buckets are designed to do. Shawn also explains the danger of timing the market and the pitfalls of buying and selling stocks wi…

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#582 How Gene Simmons Started as a Small Business Owner and Became #1 21:37

1M ago21:37

21:37

Gene Simmons joins us for an unforgettable masterclass on business, life philosophy, and how KISS built a billion-dollar brand through strategic thinking and trademark protection. • The precious nature of time and why "you will never get this day back" • Why the "get rich slow scheme" is more reliable than get-rich-quick fantasies • How KISS became…

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THIS May Be Safer Than Keeping Cash - David Shands 2:34

1M ago2:34

2:34

Subscribe to the Social Proof Podcast: Apple Podcasts: https://podcasts.apple.com/us/podcast... Spotify: https://open.spotify.com/show/6GT6Vgj... 👉🏽Get Your Tickets To: https://podcastsummit.com/registration 👇🏾👇🏾👇🏾👇🏾👇🏾👇🏾👇🏾👇🏾 JOIN THE COMMUNITY TODAY: https://www.themorningmeetup.com Grab the Podcast EBOOK👇🏾 **http://www.podcastebook.com GO SUBSCRIB…

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#581 Breaking News - Senate Tax Bill Text Released 32:56

1M ago32:56

32:56

Breaking News - Senate Tax Bill Text Released. With both the House and Senate versions now on the table, which proposal offers bigger tax cuts? Which one could save you more money? I’m breaking down the differences between the House and Senate proposals and what’s changing and how it will affect you. Intro & Why This Tax Bill Matters 00:00 - 00:02:…

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Strong Entrepreneurs Sometimes Hurt Too - Social Proof Podcast #525 1:02:31

1M ago1:02:31

1:02:31

David And Donni discusses being the strong person in your circle. Who do you talk to when you want to be vulnerable or when you have an "off" day. Who's there to correct you when you need to be held accountable? The strong people have times when they hurt as well. Check on your "Strong" friends. Subscribe to the Social Proof Podcast: Apple Podcasts…

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#580 The 4 Phases of Business - Don’t Make the Same Mistakes We Did 40:38

1M ago40:38

40:38

In this episode of the Main Street Business Podcast, Mark J. Kohler and Mat Sorensen walk you through the full business lifecycle—showing you how to start lean, systemize operations, scale smart, and exit on your terms. Get ready for real-world strategies that actually work. Here are some of the highlights: Mark shares his experience in the startup…

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Steal From Yourself To Become Wealthy - Entreprenuership Revealed 8:47

1M ago8:47

8:47

Making money and keeping money are 2 separate skillsets. Are you spending above what you made? Once you hit a million, do you spend the million? If you make 200k, are you only actually spending about 75k considering that you have to pay taxes and reinvest your money? Making a million dollars doesn't make you a millionaire because what you keep will…

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Inside Brad Lea's Multi-Studio Facility: The Power of Content Creation 36:15

2M ago36:15

36:15

Here is a peek inside of Brad Lea's Multi-Studio facility. David Shands and Brad Lea talk about how not only does he create content, but he is the content. It only makes sense to have every tool necessary to make this a reality. Subscribe to the Social Proof Podcast: Apple Podcasts: https://podcasts.apple.com/us/podcast... Spotify: https://open.spo…

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Over 1 Million Yoni Gels Sold! Only V Wash You'll Ever Need - Salt XO | Social Proof Podcast #524 58:28

2M ago58:28

58:28

Over 1 Million Yoni Gels Sold! The Only V Wash You'll Ever Need - Social Proof Podcast #524 Subscribe to the Social Proof Podcast: Apple Podcasts: https://podcasts.apple.com/us/podcast... Spotify: https://open.spotify.com/show/6GT6Vgj... 👉🏽Get Your Tickets To: https://podcastsummit.com/registration 👇🏾👇🏾👇🏾👇🏾👇🏾👇🏾👇🏾👇🏾 JOIN THE COMMUNITY TODAY: https:/…

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The right combination of growth and protection in a portfolio 18:03

2M ago18:03

18:03

Shawn O’Keefe of Summit Wealth Strategies talks about the process of finding the right money-blend in retirement. Shawn explains how this starts with planning and gauging expenses vs. income. Shawn also discusses three stages of retirement and how demands change, along with the changes in buying power and a recent market shift that has made some re…

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This 7 Figure Virtual Weight Loss Clinic Is Licensed To Heal - Social Proof Podcast #523 50:22

2M ago50:22

50:22

In this discussion with Dr. Ebony Tillery, we talk about how she helps with her clients weight loss journey. She does this from the comfort of her own home. She is a Nurse Practitioner who is also help other NP's in the field achieve similar success. Subscribe to the Social Proof Podcast: Apple Podcasts: https://podcasts.apple.com/us/podcast... Spo…

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Episode 148: PyCon 2025 AI Education Open Space 57:25

2M ago57:25

57:25

In this special episode of Teaching Python, hosts Sean Tibor and Kelly Schuster-Paredes convene an open space discussion at PyCon US 2025 in Pittsburgh. Surrounded by a diverse group of educators, developers, and learners, they hand the mic to the community to answer two key questions: How are you using AI personally, and how do you see AI shaping …

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Hypocritical Business Coaches - Social Proof Podcast #523 1:19:30

2M ago1:19:30

1:19:30

David And Donni discuss a recent investment that didn't go as planned. They acquired commercial real estate as a partnership. The money it would have required to fully make the vision complete was more than they signed up for. As they were reluctant to proceed any further they sought out to sell the property to break even. Watch the full episode to…

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Money Games (Social Proof Podcast) - David Shands, Him500, Kendra Cathey & Kim Perrymond. 2:23:24

2M ago2:23:24

2:23:24

Subscribe to the Social Proof Podcast: Apple Podcasts: https://podcasts.apple.com/us/podcast... Spotify: https://open.spotify.com/show/6GT6Vgj... 👉🏽Get Your Tickets To: https://podcastsummit.com/registration 👇🏾👇🏾👇🏾👇🏾👇🏾👇🏾👇🏾👇🏾 JOIN THE COMMUNITY TODAY: https://www.themorningmeetup.com Grab the Podcast EBOOK👇🏾 **http://www.podcastebook.com GO SUBSCRIB…

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#579 Tax Hacks the Wealthy Use (Attorneys Break it Down) 54:05

2M ago54:05

54:05

In this episode of the Main Street Business Podcast, Mark J. Kohler and Mat Sorensen take on your toughest tax and business questions in an open forum style. From setting up the right business structure to handling a home office deduction the smart way, they give you the tips you wish your accountant and attorney actually explained. It’s smart, fas…

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Done For You Digital Communities - Make 10K Your First Month - Social Proof Podcast #522 49:51

2M ago49:51

49:51

Brooklynn is a digital entrepreneur who helps other course creators make 10K in the first month if you do the work. But much of the work is already done for you. Join a community of over 36,000 members and choose from over 60 courses to make money... Tap in with Brooklynn 👉🏽👉🏽👉🏽 :https://www.skool.com/digitalbosscode/about?ref=2fe49d067acc4224b80f1…

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Controversial Thoughts On Black Businesses - Jay Hill | Social Proof Podcast #521 1:08:53

2M ago1:08:53

1:08:53

There's nothing wrong with a little business banter. David Shands and Jay Hill shares opinions about current events and thoughts about business practices on big and small scales. Subscribe to the Social Proof Podcast: Apple Podcasts: https://podcasts.apple.com/us/podcast... Spotify: https://open.spotify.com/show/6GT6Vgj... 👉🏽Get Your Tickets To: ht…

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Real Estate Success Fueled By Setbacks - Social Proof Podcast #520 36:18

2M ago36:18

36:18

Our special guest for this episode is Tanishia Ravnell, a CEO and entrepreneur from Jacksonville, Florida. Tanishia is a member of our My First Million Accelerator program, where we help individuals position their businesses to earn their first million dollars within a year. Tanishia shares her inspiring journey from being an HR director who was la…

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#578 The Complete Guide to Estate Planning 20:29

2M ago20:29

20:29

In this episode of the Main Street Business Podcast, Mark J. Kohler and Mat Sorensen explain why every adult—single or married, wealthy or not—needs a will and a revocable living trust. Learn the practical steps for setting up your estate plan, naming a trustee, and ensuring your assets stay protected and your wishes are followed. Here are some of …

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Solutions for the outdated 60/40 portfolio strategy 15:27

2M ago15:27

15:27

Shawn O’Keefe talks about different approaches to portfolio diversification, other than the 60/40 stocks-bonds strategy. Shawn shares how bands have given bad returns, what institutional private credits are, ways that he and the Summit Wealth Strategies team can help minimize risk and maximize returns, and what he considers to be “digital gold.” If…

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The #1 Songwriter In The World! Theron Thomas - Social Proof Podcast #519 1:03:35

2M ago1:03:35

1:03:35

In this episode of the Social Proof Podcast, I had the pleasure of sitting down with the trend setting and talented Theron Thomas, a renowned songwriter from St. Thomas. Theron shared his journey from his early days in the Virgin Islands to becoming one of the most successful songwriters in the industry. He explained the unique way his name is pron…

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Learn To Have Entrepreneurial Success After Raising A Family - Social Proof Podcast #518 45:21

2M ago45:21

45:21

In this episode of the Social Proof Podcast, we had an engaging conversation with Chanda. Our guest specializes in helping new and aspiring entrepreneurs over 40 create sustainable and scalable businesses. She focuses on guiding individuals, particularly women, who have spent years supporting their families and now seek to pursue their own entrepre…

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Learn How To Get Wealthy From The Weather - Social Proof #517 55:12

2M ago55:12

55:12

Welcome to another edition of the Social Proof Podcast! In this episode, we dive deep into the world of natural disaster adjusting with our special guest, Nicholas Ward. Nicholas, hailing from the South Side of Chicago, has built a lucrative career as a natural disasters adjuster, working as an independent contractor with various insurance companie…

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$10,000 In The Mall... Did I Spend It All? - David Shands In Perimeter Mall Vlog 42:45

2M ago42:45

42:45

Hey, family! In this episode, I took $10,000 to the mall with the mission to support small businesses. My goal was to spend the entire amount, buying whatever the business owners recommended. I wanted to highlight a common issue among entrepreneurs: not asking for the sale. 👉🏽Get Your Tickets To: https://podcastsummit.com/registration 👇🏾👇🏾👇🏾👇🏾👇🏾👇🏾👇…

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How To Unlock The Gift That Has Always Been Inside Of You - Podcast Summit 2024 1:47

3M ago1:47

1:47

Unlock The Gift That Has Always Been Inside Of You Subscribe to the Social Proof Podcast: Apple Podcasts: https://podcasts.apple.com/us/podcast... Spotify: https://open.spotify.com/show/6GT6Vgj... 👉🏽Get Your Tickets To: https://podcastsummit.com/registration 👇🏾👇🏾👇🏾👇🏾👇🏾👇🏾👇🏾👇🏾 JOIN THE COMMUNITY TODAY: https://www.themorningmeetup.com Grab the Podcas…

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A 40 Minute Masterclass About Branding - Social Proof Podcast #516 40:35

3M ago40:35

40:35

Welcome to another episode of the Social Proof Podcast! Today, we dive deep into the world of branding with our special guest, Shanelle Q, also known as The Brand Hustler. Shanelle is a dynamic entrepreneur who specializes in helping product-based businesses build profitable brands. Subscribe to the Social Proof Podcast: Apple Podcasts: https://pod…