Wealth {Un}Filtered: Your Guide to Smarter Investing Expert insights, market trends, and actionable strategies to empower your wealth journey. Tune in for engaging interviews and real-world advice to build lasting financial success.
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Legacy Wealth Podcasts
Childfree Wealth® means having the time, money, and freedom to achieve your goals and dreams. Being Childfree or permanently childless does not automatically make you 'rich' but it does give you more flexibility in where you invest your time and resources. Join Bri Conn, CFP®, & Dr. Jay Zigmont, CFP®, for discussions on life and personal finance that reflect the unique needs of those who are Childfree or permanently childless. DISCLOSURE: This podcast is for educational and entertainment pur ...
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Hosted by Rob Shelton, founder and wealth manager of Axio Wealth Management, Legacy Beyond Wealth Podcast is dedicated to helping successful families unlock the freedom to live a life of significance. With more than 20 years of experience in the financial industry, Rob has cultivated a deep well of knowledge and financial expertise. Tune in for helpful strategies on topics like income planning, legacy building, Social Security, minimizing taxes, and much more. Subscribe and never miss an epi ...
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Are you looking to grow your wealth passively while minimizing your risk? Whether you are interested in real estate, small business, private lending, venture capital, or other time-tested wealth-building strategies, you’re in the right place. Every week, we invite domain experts to speak on investments, tax and legal strategies, and much more, all with the goal of helping you build your portfolio wealth. Like and subscribe now so you don't miss an episode.
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A podcast about all things personal finance, money behaviors, wise spending, debt-free living, building wealth, and leaving a legacy that matters.
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The Wealth Exchange provides access to the experts on the issues that are important to affluent families and business leaders across Canada. Providing in-depth conversations on a wide range of topics, the podcast has featured change makers, business leaders, subject matter experts and humanitarians from around the globe.
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When working harder still isn’t getting you ahead, The R.E.A.L. Wealth Formula Podcast offers a smarter way forward. Through unfiltered stories, real-life strategies, and a proven step-by-step system, you’ll learn how to shift from chasing money to building lasting wealth. This is the blueprint for creating financial freedom, one episode at a time.
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You can't save your way to your dream life anymore. The truth is, you’re gonna need to learn to make more money. The Travis Makes Money Podcast is not your typical personal finance show. Rather than shaming you for buying a Starbucks coffee or pressuring you to become a billionaire, we focus on empowering you to make more money so you can enjoy life today while preparing for your future. You don’t have to cut back so much that you miss out on the present, and you don’t need to become the nex ...
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Tom Suvansri is passionate about protecting and growing his family’s wealth and he shares how you can do it too. In this show, you will learn strategies that leverage economic principles in order to achieve increased financial control, cash flow, and tax advantages that last generations. It’s time to eliminate uncertainty and create wealth strategies to build a family legacy.
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Dave is a real estate investor and the star of the home-flipping show, Flipping Boston. He worked as a firefighter for years before he got smarter and learned to invest in real estate. Now, he is based in Boston and eager to share with us today how he went from fighting fires to flipping houses.
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“Legacy Planning, Once Removed,” hosted by Steve Murphy, former leader of the firm’s Private Wealth Services Practice Group, explores estate planning and provides steps for the management of wealth throughout life and upon death. Over the next 25 years, baby boomers will pass an unprecedented $68 trillion to beneficiaries and charities. The key challenge of legacy planning lies in how to use wealth to help the next generation be productive and independent. Podcast topics focus on beneficiary ...
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A deep look into the mindset of Entrepreneurs and what it takes to make the jump from the corporate world to entrepreneur and business ownership. What millionaire mindsets & habits are necessary to create a meaningful legacy.
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”Welcome to ’The Phoenix Prosperity Podcast,’ where wealth meets legacy. Join your host, Tim Fergestad, as we explore the journeys of Phoenix’s finest to success and beyond.” This podcast will examine the powerful interplay between personal achievement and the enduring legacy it creates. And Tim explores the idea that success isn’t just about what you achieve but what you leave behind for others, focusing on the impact of wealth used wisely. Find the Phoenix Prosperity Podcast wherever you g ...
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Woman of Wealth® is hosted by Jenna Black - elite mentor, business visionary and founder of House of Woman of Wealth®. This is the podcast for high level women leading soul sourced businesses and creating million dollar brands that infuse wealth on every level - spiritual, energetic and material. Design your luxury legacy, impact the globe and activate your infinite intelligence and power. https://www.jennablack.co https://www.instagram.com/jennablack.co
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Generating multi-6 and multi-7 figures in revenue doesn’t matter if it’s not creating the lifestyle and legacy you want for yourself and your family. On Harmonious Wealth, your host Iyanna Vaughn, fractional CFO and owner of the Lovely Financials Group bookkeeping agency, is breaking online business owners free from chasing every next revenue milestone and instead prioritizing your lifestyle and legacy goals so you can finally have the personal wealth to show for your business success. This ...
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This educational podcast, hosted by Wealth Advisor Glory Gray, helps Canadian women make the most of their money and their life.
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Every week Jeff Vogan comments on the state of the market and economy as well as gives advice on retirement planning and wealth management.
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What if wealth wasn’t just about what you have—but how you live? Hosted by Dustin Serviss—entrepreneur, author, and founder of Serviss Wealth—The Picture of Wealth is a curated lab of ideas, conversations, and experiments exploring the intersection of money, performance, longevity, and lifestyle design. This isn’t another financial podcast obsessed with spreadsheets and stock picks. It’s for high-performing business owners, professionals, and families who want to optimize their life’s work a ...
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Unleash Your Rich Mind: Health, Wealth, and Legacy On The Rich Mind Podcast we’ll be your guide to true and total personal freedom through the P.E.A.K. framework: Personal Development, Education, Action, Knowledge & Wisdom. Discover how to: ➡️ Master Your Health: Optimize your physical and mental well-being through nutrition, fitness, mindfulness, and stress management. ➡️ Build True Wealth: Cultivate abundance in all areas of life - financial, relationships, career, and personal growth. ➡️ ...
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As much as 84 Trillion dollars worth of US assets - wealth - will transfer to younger generations over the next 20 years, but the received value of those assets may be significantly less. Whether its taxes, poor management, or just plain moth and rust, estate values are affected by unforeseen threats. On the wealth transfer podcast, we examine and breakdown the best strategies for leaving a financial legacy to the next generation. We look at accessible strategies for the every day man and ad ...
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Discover how to transform financial success into life-shaping experiences. Expert strategies to live more, work less & build lasting family legacies. In the Activate Your Wealth podcast, David Murdoch shares proven approaches to Wealth Activism—moving beyond traditional financial planning to help successful business owners, executives, and families align their resources with what truly matters. Each episode explores practical strategies for transitioning from work-centric to life-centric liv ...
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Insights on investing, legacy, and the life well-lived from Andrew Flattery and Flattery Wealth Management, LLC. www.gentlemanspeculator.com
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This is the show where we share the wealth secrets no one is talking about. Where high-income earners, self-made millionaires, and industry thought leaders share the raw, behind-the-scenes stories of how they made 7 figures + how they uncovered their deepest money blocks and shifted them. You’ll hear what it REALLY took to build their wealth. Join us each week as we pull back the curtain on not just how to earn more money but how to build a NET WORTH. The generational kind. The kind of wealt ...
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The Wealth Horizon podcast explores the latest trends, innovative marketing strategies and business development practices that are shaping the future of the financial sector. The show provides actionable insights, expert interviews and real-world examples to help wealth industry professionals deepen relationships and effectively engage their target audiences. The wealth management landscape is changing rapidly, and The Wealth Horizon will help listeners navigate the evolving market, explore ...
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We all can maximize our Health, Wealth, Leadership, and Legacy. Join Ben Kinney, Bob Stewart, and Chad Hyams every Monday and Friday as they delve into these topics and interview expert guests. Each episode contains powerful insights on being your best, developing personal and professional skills, building wealth, and leaving a legacy.
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Estate Planning Strategies is a podcast dedicated to everything estate planning, including: wills, trusts, guardians, power of attorney, medical power of attorney, legacy, wealth creation, asset protection, estate taxes, generation skipping taxes, income taxes, charitable giving, charitable trusts, irrevocable trusts, revocable trusts, life insurance trusts, IRA trusts. If it's estate planning related, we'll be talking about it.
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Welcome to The Wealth Blueprint, where ideas spark, strategies unfold, and knowledge transforms. Dive into a world of entrepreneurship, real estate investing, financial markets, retirement planning, and the exploration of the human condition. This podcast is your creative and intellectual haven for understanding the intricacies of building wealth, fostering personal growth, and achieving financial independence. Each episode invites you to join thought-provoking conversations with industry ex ...
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Are you wondering whether your financial plan is going to lead to that wealthy Canadian lifestyle you envision for your future? Over the last 5 years, former mathematics teachers and serial entrepreneurs Kyle Pearce and Jon Orr have been implementing alternative wealth building and income tax strategies that have allowed them to transition from high net income to high net worth. Now, they seek to share these Canadian Wealth Secrets to empower the creation of a financial future that allows yo ...
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Stop the Heist. Reclaim the Legacy. Build for 100+ Years. There’s a silent wealth heist happening in America—one that erodes legacy through distraction, short-term thinking, and systems built on scarcity. The Kingdom ROI Podcast is where we expose that system—and offer something better. Hosted by Eric L. Dunavant and Chris Callahan, two kingdom-minded entrepreneurs helping leaders realign their faith, family, fitness, and finances—not just for short-term gains, but for 100+ years of generati ...
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Our podcast channel brings you thought provoking and insightful discussions on all things private wealth. We will talk about future and later life planning and wealth management, from making a Will or creating a trust, to preparing powers of attorney and ensuring the welfare of elderly or vulnerable relatives. Our experts will explore issues surrounding the administration of estates and trusts, and discuss effective tax and succession planning strategies for individuals, their families and f ...
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Welcome to the Legaciii Unlocked Podcast — the money playbook for high-achieving Millennials. Each week, we drop smart strategies to crush debt, grow wealth, and build a legacy that lasts. Follow on Instagram: @legaciii.academy for more podcasts updates and content.
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To tackle all that life brings us, we need to have energy. Join Jacqueline Smith and Ryan Greigg every Tuesday as they break down Ben Kinney’s 15 Point Plan, which charts a path for being less stressed and more productive. If you want to be happier, healthier, and more energized, this podcast is for you. The 15 Point Plan is a proud member of the Win Make Give Podcast Network.
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In Cashflow Ninja, host M.C. Laubscher, renowned as a leading expert in alternative investment strategies and alternative asset investing, interviews the best global minds in business and investing that share alternative wealth strategies and alternative asset investing niches. The mission of the Cashflow Ninja is to empower people to create, protect & multiply their wealth in the new economy and information age. The rules of money have changed and we share the new rules and how anyone can c ...
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Welcome to the Building Wealth While Black Podcast, where we empower and inspire entrepreneurs and individuals seeking to create generational wealth. Join us as we dive into insightful discussions, interviews, and success stories, all aimed at helping you achieve financial freedom and build a lasting legacy. Don't miss out on our valuable tips, strategies, and advice on topics like real estate development, stock options trading, and more. Subscribe now and start your journey towards financia ...
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The Momentum Advisors centers on personal financial advice, information on entrepreneurship and insight into how you can build a successful financial legacy for yourself––and your community. Allan & Andrea spend their days advising listeners on how to build and manage their wealth. Find them at Momentum-Advisors.com.
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Y’all Street is a podcast dedicated to helping you grow, protect, and preserve your wealth with intention and meaning. Hosted by Wilson Wise of Consort Financial Partners, we dive deep into strategies that not only build your financial future but also align with your values and life goals. Each episode explores practical advice on smart investing, risk management, and long-term wealth preservation, all while ensuring that your financial decisions contribute to a life of purpose and fulfillme ...
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The Whole Wealth Journey podcast, hosted by Jim Gebhardt and Matthew Grishman, offers a transformative approach to wealth and personal growth for entrepreneurs seeking Wealth With a Why™. Originally known as Financial Sobriety, the show evolved from Matthew's personal struggle with money and self-worth, to a comprehensive exploration of true wealth and human connection. The podcast now focuses on the concept of Whole Wealth, emphasizing that wealth is more than just financial assets—it's abo ...
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Where Holy Spirit meets high strategy. You don’t need to reinvent yourself—you need to remember who you are. Hosted by millionaire mentor, CEO, and kingdom legacy builder Cayla Craft, the Still That Girl podcast is your sacred space to reclaim boldness, wealth, and alignment without apology. This show is for the woman who’s done shrinking. The one building a business from both strategy and Spirit. The one who refuses to choose between luxury and legacy, ministry and marketplace. STILL THAT G ...
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Welcome to the FInancially Intentional Podcast with Naseema McElroy! This is a weekly podcast covering all things personal finance for those ready to build wealth but who may not know where to start. We believe that you have all the tools to improve your finances because you and your family deserve it. Our hope is that by listening to this podcast, your circle of influence is enhanced. Let us be the folks you choose to surround yourself with.
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Your personal guide to financial freedom, hosted by the bestselling author and award-winning financial planner, Warren Ingram.
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Denver-based wealth advisors Zachary Bouck, CIMA®, Blair Braden, CFP®, and Austyn Garcia, explore the habits and routines of millionaires. This show delves into the fundamentals of financial independence, touching on investing, long-term planning, tax strategies, insurance considerations, and wealth generation. Suitable for any level of investor, tune in to learn about addressing financial independence and creating a financial legacy. Securities offered through LPL Financial, Member FINRA/SI ...
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Welcome to Becoming Wealthy, the insider’s view on building generational wealth. Hosts Michelle Bosch, multi-millionaire real estate investor, and her teenage daughter and beginning real estate investor, Sophia Bosch, bring authentic conversations on financial freedom, real estate investing, entrepreneurial mindset, faith, and growth especially tailored for the next generation of financially savvy and independent women. Becoming Wealthy celebrates the passing of wisdom from one generation to ...
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Welcome to The Legacy Investor Podcast, where we talk money, investing, business, and what it means to leave a legacy for generations to come. Hosted by Cameron Philgreen, this show dives deep into the intersection of entrepreneurship, investing, and legacy-building, all while keeping God at the center. Whether you're a seasoned investor or just starting out, you'll discover how to align your financial journey with your faith, grow wealth with integrity, and create a lasting impact for gener ...
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The BlackCEO Morning Show is more than just a podcast—it’s a daily dose of motivation and practical wisdom from those who’ve turned their dreams into thriving enterprises. Our guests share candid stories about overcoming challenges, seizing opportunities, and building legacy wealth, all while staying true to their values and communities.
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At Take Point Wealth Management, our mission is to simplify investing and give thoughtful, intelligent advice to people who want added financial peace. We do this by always striving to deliver the best possible investment counsel and the most exceptional personal service. Visit www.TakePointWealth.com to learn more.
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The Marriage and Money Podcast with Egypt & Mike is a weekly podcast full of humorous stories, valuable life hacks, honest & meaty marriage dilemmas, and wealth & legacy-building knowledge.
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Welcome to Ultra Money Mindset, the podcast dedicated to helping you secure a thriving future and build a lasting legacy. Hosted by Mike Smith—financial planner and experienced estate planning attorney—this show offers tailored insights to help you grow your wealth, plan for retirement, and ensure your financial vision bridges generations. With expertise in financial planning, estate law, and legacy building, Mike provides practical advice on wealth accumulation, tax optimization, estate pla ...
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Join renowned entrepreneur, speaker, and property investment expert, Zaki Ameer, Founder of DDP Property on a transformative journey to unlock your full potential and achieve unparalleled success. In "The Success Blueprint," Zaki shares invaluable insights, practical strategies, and real-life experiences that will empower you to take charge of your life and reach new heights in business and personal growth. Each episode delves into key principles of success, from mastering the art of propert ...
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Seize the final “L” (Legacy) in your wealth journey. Brad Hovis reveals how to turn your toughest struggles into a Big Hairy Audacious Goal, break it into daily wins, and deploy passive income to causes you’re passionate about. Find out the blueprint for “infinite good” and make your impact truly unstoppable! KEY TAKEAWAYS The innate drive to leave…
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Unlocking Tax Strategies for Wealth Preservation with Ashley Tyson. Episode 368
56:09
56:09
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56:09By Sam Knickerbocker
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People First, Profit Follows: Building a Legacy of Generosity
43:39
43:39
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43:39Mark Therriault, Vice President of Business Succession and Estate Planning, sits down with Mike and Karen Heppell, founders of Longboard Architectural Products. From betting the farm on a manufacturing startup to creating one of Abbotsford’s most admired workplace cultures, the Heppells share their journey of grit, vision, and leading with purpose.…
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Focus. Delegate. Grow. The Billionaire Blueprint
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13:05Discover how Axio's tailored collaboration can elevate your financial future 👉 https://www.axiowm.com/what-we-do What do billionaires know that the rest of us might be missing? In this episode, Rob breaks down some of the most powerful habits and mindset shifts he’s seen in ultra-successful people, and how you can start applying them in your own li…
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Discipline, Legacy, and Living With Purpose – with Brandan Fokken
1:15:17
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1:15:17🎙 The Wealth Blueprint | Episode: Discipline, Legacy, and Living With Purpose – with Brandan Fokken Hosted by @AddisonThom In this episode, we sit down with Brandan Fokken—IFBB Pro, entrepreneur, and Shark Tank alum—for a conversation that goes far beyond surface success. From building his brand to leading with faith and presence, Brandan shares th…
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Episode 38: Wealth Without Wall Street - All You Need to Know
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19:09
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19:09Tired of the traditional stock market roller coaster? 🤔 Wealth Without Wall Street offers a different path to financial freedom, focusing on alternative investments that put you in control. Join us as we explore the world of private equity, real estate investing, and other strategies to build lasting wealth, far from the volatility of Wall Street. …
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31: From Flips to Funds: Fuquan Bilal’s Blueprint for Passive Wealth and Impact
35:20
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35:20In this episode, I sit down with Fuquan Bilal, an experienced real estate investor who has raised over $50 million and scaled his business from single-family flips to multifamily funds. We talk about how he escaped the rat race, built systems for passive income, and created a life of balance and impact. Fuquan shares his insights on raising capital…
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In this episode of Wealth Unfiltered, we sit down with Kyle McGee, Founder and CEO of Sunchase Companies—a Gulf Coast real estate firm that’s been quietly but powerfully scaling since 2017. From humble beginnings to becoming a full-service developer and operator of multifamily communities, Kyle shares the origin story behind Sunchase and the vision…
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An Estate Planning Lesson from Jimmy Buffett.
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0:56An Estate Planning Lesson from Jimmy Buffett. 🔥 Looking for estate planning help? We’re pros at it and would love to chat with you: https://cmslawfirm.com/estateplanning 🔥 Looking for probate help? We’re pros at that too. We’d love to chat with you: https://cmslawfirm.com/probate ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ABOUT CHRISTOPHER SMALL I founded CMS Law F…
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225: The Quest for a Perfect Credit Score; The Credit Quiz
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55:00A perfect 850 FICO score is a rare feat, held by just 1.54% of credit-holding Americans. This aspirational target is becoming even harder to attain as the credit landscape continuously evolves. Join us this week as we break down upcoming changes in credit calculations and put Andrea's credit expertise to the test.…
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Proverbs Series - Episode 6 - Wake Up and Hustle Smart
8:12
8:12
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8:12Verses: Proverbs 6:1–5 (cosigning), Proverbs 6:6–11 (laziness & diligence) “Go to the ant, O sluggard; consider her ways, and be wise… A little sleep, a little slumber, a little folding of the hands to rest, and poverty will come upon you like a robber, and want like an armed man.” — Proverbs 6:6,10–11 Overview: In Episode 6, Greg Carroll brings so…
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Make Money by Reinventing the Dog Fence | Ken Ehrman
28:20
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28:20Ken Ehrman is the founder and CEO of Halo Collar, the leading GPS dog containment system that’s revolutionizing pet safety. With a background in IoT and a history of building tech companies—including taking one public in 1999—Ken teamed up with celebrity dog behaviorist Cesar Millan to create a next-generation “invisible fence.” Since launching in …
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A Sneaky WA State Estate Tax Strategy. 🔥 Looking for estate planning help? We’re pros at it and would love to chat with you: https://cmslawfirm.com/estateplanning 🔥 Looking for probate help? We’re pros at that too. We’d love to chat with you: https://cmslawfirm.com/probate ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ABOUT CHRISTOPHER SMALL I founded CMS Law Firm wit…
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Proverbs Series - Episode 5 - Pleasure vs. Puspose
6:25
6:25
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6:25Verses: Proverbs 5:3–5, 7–10 “For the lips of a forbidden woman drip honey, and her speech is smoother than oil, but in the end she is bitter as wormwood, sharp as a two-edged sword… Keep your way far from her… lest strangers take their fill of your strength, and your labors go to the house of a foreigner.” Overview: Episode 5 takes a bold look at …
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Make Money by Selling Ancient Coins | Dean Kinzer
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27:17Dean Kinzer is an ancient coin enthusiast, YouTuber, and entrepreneur on a mission to bring the magic of history—literally held in your hand—to more Americans. What started as a family hobby, inspired by his collector father, has grown into a side business and educational passion. Dean is the founder of Kinzer Coins and co-host of the Ancient Coin …
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Trusts 101 for South Africans: How the Wealthy Legally Protect Their Money in SA
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28:53In today's episode Warren Ingram & Pieter de Villiers speak to the intricacies of trusts, exploring their significance in estate planning and wealth preservation, discussing the different types of trusts, including living and testamentary trusts, and the importance of asset management within these structures. They also highlight the tax implication…
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A Simple Irrevocable Trust WA State Estate Tax Strategy.
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0:53A Simple Irrevocable Trust WA State Estate Tax Strategy. 🔥 Looking for estate planning help? We’re pros at it and would love to chat with you: https://cmslawfirm.com/estateplanning 🔥 Looking for probate help? We’re pros at that too. We’d love to chat with you: https://cmslawfirm.com/probate ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ABOUT CHRISTOPHER SMALL I founde…
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The Power of Pause: How Slowing Down Boosts Your Success
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24:11Chad Hyams and Bob Stewart delve into the benefits of taking a pause before making decisions. They explore how pausing can enhance clarity, emotional control, and problem-solving skills. Through engaging anecdotes and practical advice, they illustrate the importance of slowing down in our fast-paced world to avoid impulsive actions. The episode dis…
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The Costly Mistake Canadian Business Owners Make With Dividends and Payroll
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26:06Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here Are you a Canadian business owner earning more than $500K in your corporation — and unknowingly setting yourself up for a surprise tax bill? Many incorporated Canadian entrepreneurs get caug…
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Proverbs Series - Episode 4 - Stay the Course
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6:02Verses: Proverbs 4:25–27 “Let your eyes look directly forward, and your gaze be straight before you. Ponder the path of your feet; then all your ways will be sure. Do not swerve to the right or to the left; turn your foot away from evil.” Overview: In Episode 4, Greg Carroll unpacks the powerful reminder from Proverbs 4 to stay focused and intentio…
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Make Money by Writing Children's Books | Ty Allan Jackson
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31:05Ty Allan Jackson is an award-winning children's book author, youth motivational speaker, literacy advocate, and honorary doctorate recipient. A three-time TEDx presenter, Ty travels the US inspiring children to read and educating adults about the impacts of illiteracy. Born and raised in the Bronx, Ty's mission is deeply influenced by his personal …
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$10 Million Dollars In Texas?! | War Room
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47:33🔔 Subscribe for more economic insights, investor strategy, and Kingdom-minded perspectives.💡 Want behind-the-scenes research?👉 Grab your free copy of the Rich Report here: resources.kingdomroi.org/richreportThe S&P 500 hits record highs. Texas builds a $10M Digital Assets reserve. Digital assets face a regulatory reckoning. And China may be gaming …
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The Prison We Built: Escaping the Business You Created to Find the Life You Forgot
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4:50What happens when the business you built for freedom becomes the prison you live in? In this cinematic episode, Dustin Serviss channels the tone of Morgan Freeman to speak directly to the entrepreneur who's stuck—physically free, but mentally confined. This is a call to those who've forgotten why they started. It's time to walk out of the prison yo…
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Attention! New Inherited IRA Rules. 🔥 Looking for estate planning help? We’re pros at it and would love to chat with you: https://cmslawfirm.com/estateplanning 🔥 Looking for probate help? We’re pros at that too. We’d love to chat with you: https://cmslawfirm.com/probate ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ABOUT CHRISTOPHER SMALL I founded CMS Law Firm with o…
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Brad Hovis retired at 31, not because he struck it rich overnight, but because he followed a simple formula: build passive income that exceeds your monthly expenses. In this episode, Brad breaks down the Real Wealth Formula and explains how to stop trading time for money. If you're stuck in a job you don’t love, this is the blueprint to start movin…
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The Current State of Credit in this Economy - Episode 132 (Classic Episode)
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23:51Send us a text In this classic episode, I’m talking with credit expert Shante Nicole about what’s really going on with credit right now and why your score might drop even if you’ve done nothing wrong. We break down how lenders are reacting to the economy, what credit card companies are doing behind the scenes, and what you can do to protect your cr…
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In this energizing episode, host Tim Fergestad sits down with Ali Parnian, founder of Impact Delivered, to explore what it means to lead with purpose and build communities of high-performing, impact-driven entrepreneurs. Ali shares how years of strategic consulting opened his eyes to the sacrifices business leaders often make—and how he transitione…
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Moving Made Easier: Understanding the Portable Bond Scheme
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1:41Struggling to pay a new rental bond before your old one is refunded? You’re not alone—and there’s a solution on the horizon. In this episode, we unpack the Portable Bond Scheme, a proposed initiative that allows your existing bond to move with you when you change rentals. No more double-paying or financial stress during a move. As a renter, I’ve fe…
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3 key areas to help you build wealth in the long-run
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20:42In this podcast episode, Tom Suvansri explores various perspectives on wealth building, emphasizing the importance of patience, fulfillment in work, and the impact of relationships and environment on personal success. He discusses the common rush towards financial independence and the need for deeper reflection on life choices, career satisfaction,…
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Proverbs Series - Episode 3 - Trust Over Tactics
6:35
6:35
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6:35Episode 3 – Trust Over Tactics Verses: Proverbs 3:5–6, 9–10 “Trust in the Lord with all your heart, and do not lean on your own understanding… Honor the Lord with your wealth and with the firstfruits of all your produce; then your barns will be filled with plenty, and your vats will be bursting with wine.” Overview: Episode 3 unpacks one of the mos…
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Make Money Through B2B Marketing | Joe Mindak
31:52
31:52
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31:52Joe Mindak is a serial entrepreneur and the co-founder of Noladex, a community-driven B2B marketing tech platform designed to turn networking and referrals into real, trackable income. With a background spanning marketing, media, and craft beer, Joe has built and sold businesses across multiple industries—and knows firsthand how relationships and w…
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Haphazard Harriet: From Guesswork to Predictable Profits
18:54
18:54
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18:54If your investments feel confusing or if you don't actually know your returns, & you have money scattered across different accounts, this episode is for you. I walk you through what you actually need to know to simplify your portfolio and add $1.2M to your net worth, without changing your contributions. Plus, how to go from a portfolio that runs ou…
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Start earning while you’re off the clock as we hit dividend stocks, mineral royalties, business distributions, and private loans, then share four real estate hacks. Put your dollars to work so rent checks outpace your bills. Subscribe now to kick off your passive income journey! KEY TAKEAWAYS The difference between true passive income and mere spec…
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Do Deathbed Gifts Avoid Estate Taxes? 🔥 Looking for estate planning help? We’re pros at it and would love to chat with you: https://cmslawfirm.com/estateplanning 🔥 Looking for probate help? We’re pros at that too. We’d love to chat with you: https://cmslawfirm.com/probate ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ABOUT CHRISTOPHER SMALL I founded CMS Law Firm with…
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The Kid Investor Buys Trailer Parks with Jared MacLiver
32:53
32:53
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32:53At just 18 years old, Jared MacLiver is already making bold moves in real estate. Known as "The Kid Investor," Jared shares his inspiring story of buying his first investment property — an underperforming RV park in Arizona — before he could legally sign the documents himself. In this episode, Jared walks us through the journey of how he went from …
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Cash or cortisol? One fuels your future, the other drains your soul. In this raw and real episode, Morgan exposes how your financial stress is wrecking more than your wallet - it’s hijacking your health, sleep, and sanity. High earners, it’s time to stop flexing and start fixing. Follow on Instagram: @legaciii.academy for more podcasts updates and …
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32: Why Titles Don’t Matter—But Clarity Does: Understanding What We Actually Do at Lovely Financials
12:42
12:42
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12:42In this episode of Harmonious Wealth, Iyanna Vaughn discusses the importance of financial clarity and stewardship for women entrepreneurs. She emphasizes that titles in finance do not equate to wealth-building; rather, understanding and managing finances effectively is crucial. The conversation explores the roles of bookkeepers, accountants, and mo…
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Living Abroad: Andy & Libbi’s Journey to a Simpler, Happier Life in Europe, Ep. 145
32:05
32:05
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32:05What does it really take to leave everything behind and start a new life abroad? In this episode, Dr. Jay reconnects with Andy and Libbi to talk about their move from Hawaii to the French countryside—and how financial independence made it possible. From navigating long-stay visas and currency conversions to learning a new pace of life, they share t…
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How an Ontario Chiropractor Secured a $750K Building—Without Losing Access to Liquidity Using Whole Life Insurance
29:26
29:26
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29:26Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here If you’re a Canadian business owner juggling retained earnings, long-term growth, and real estate goals, this episode unpacks a real-world strategy you can’t afford to miss. Discover how an …
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Proverbs Series - Episode 2 - Seek it Like Treasure, Guard it Like Gold
6:53
6:53
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6:53Episode 2 – Seek It Like Treasure, Guard It Like Gold Verses: Proverbs 2:4–5, 10–11 “If you seek it like silver and search for it as for hidden treasures, then you will understand the fear of the Lord and find the knowledge of God… For wisdom will enter your heart, and knowledge will be pleasant to your soul; discretion will watch over you, underst…
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Make Money by Solving America's Public Housing Crisis | Samuel Sells
32:15
32:15
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32:15Sam Sells is a retired U.S. Air Force officer turned impact investor and entrepreneur who has led the acquisition and management of over $200 million in commercial real estate assets. As co-founder of Impact Growth Capital and host of the Disruptive Capitalists podcast, Sam specializes in building wealth by solving critical housing challenges—espec…
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In this episode Jeff discusses current events. He answers listener questions and then talks about estate planning for the great wealth transfer.By Jeff Vogan
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Strategic Assets: Building Wealth With Purpose Across Generations
22:44
22:44
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22:44Join us as we discuss the identification and leveraging of strategic assets throughout life. We explain the importance of balancing wealth accumulation with purposeful spending and why legacy living matters more than posthumous wealth transfers. We share insights on educating future generations about wealth, cascading assets, and the evolving persp…
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Transfer on Death Deed Failure Story. 🔥 Looking for estate planning help? We’re pros at it and would love to chat with you: https://cmslawfirm.com/estateplanning 🔥 Looking for probate help? We’re pros at that too. We’d love to chat with you: https://cmslawfirm.com/probate ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ABOUT CHRISTOPHER SMALL I founded CMS Law Firm with…
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