The Financial Success Podcast brought to you by Strategem Financial Services, Hosted by Kris Tatt. The podcast where we dive into the world of financial planning, wealth building, accounting, taxation, and investment services. Each episode brings you key strategies and trending topics to empower you to make better financial decisions. Join us as we explore the path to financial success and enrich lives together.
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Genesis Wealth Planning Podcasts
Financial Fortitude is a podcast for high-income earning professionals facing complex financial issues/challenges such as: - How to pay off MASSIVE student loan debt as quickly as possible? - Where should I be saving today so I can retire early? - When can I retire and how much do I “need” to have saved? - I’m ready to sell my business, what should I be doing? Hosted by experienced financial advisors and CFP®s, Michael Acosta and Brady Hemmerle. This show goes beyond stale and generic strate ...
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The Entreprenudist Podcast: The Place To Hear Real Entrepreneurs & Business Owners Bare It All
Randolph Love III, ChFC
About The Host Randolph Love III, is the Founder and President of, ShieldWolf Strongholds, a wealth protection company that specializes in providing Business Owners, Franchise Owners, and Retirees with high level Business Exit Planning, Retirement` Income Planning, and Tax Free Cash Value Life Insurance education as a Certified IUL Master. He is a Partner and Consultant with The Franchise Consulting Company; one of the most renowned American owned franchise consulting companies in the world. ...
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88 Build the Business. Live the Life. Exit on Your Terms | Vince Perri | The Liquidity Event 2025
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27:08Build the Business. Live the Life. Exit on Your Terms | Vince Perri | The Liquidity Event 2025 The Entreprenudist Podcast https://entreprenudist.com At The Liquidity Event June, 2025 | sponsored by Insurance Claim HQ Powered by Hair Shunnarah Trial Attorneys. Vince Perri, CEO of Elite Resolutions, shares his powerful journey of building a thriving …
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Episode 12 | Growing, Scaling, or Exiting Your Business? What You Need to Know – with Lachlan Edwards from OFRM Lawyers
54:53
54:53
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54:53In this episode of the Enriched Wealth Podcast, Kris Tatt chats with Lachlan Edwards, Director and Commercial Lawyer at OFRM Lawyers, about the critical legal foundations every business owner needs — from startup through to succession. Lachlan shares his unique journey from journalism to law, and why helping businesses succeed (and avoid preventa…
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Is Renting a Waste—or Is Homeownership Just Too Expensive? - E24
58:43
58:43
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58:43Michael and Brady dive headfirst into one of the most debated financial decisions of our time: renting vs. buying. With candid personal stories, professional insight, and a side-by-side breakdown of the emotional and mathematical realities, they unpack what truly makes sense for young professionals, growing families, and everyone caught in the hous…
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When Math Doesn't Matter: Should You Buy That New Car? - E23
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29:26Michael and Brady confront a challenge many retirees face but few openly talk about: when peace of mind outweighs the numbers on a spreadsheet. Is your aging car a financial liability or an emotional burden? Should you stretch your budget for a reliable vehicle, even if the math says “wait”? Together, Michael and Brady unpack the emotional crossroa…
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87 The Entrepreneur Mindset with Tim Brown of HookAgency.com
54:28
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54:28The Entrepreneur Mindset with Tim Brown of HookAgency.com The Entreprenudist Podcast https://entreprenudist.com In this episode of the Entreprenudist Podcast, Tim Brown, entrepreneur and CEO of HookAgency.com, shares his journey of building a successful digital marketing agency from the ground up. He opens up about the realities of entrepreneurship…
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Episode 11 | How Strategic Property Investing Can Build Your Financial Future - with Travis Breheney from Genesis Wealth
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49:29In this episode of the Enriched Wealth Podcast, Kris Tatt sits down with Travis Breheney, Director of Genesis Wealth, to unpack the real power of strategic property investing. Travis shares his journey from banking to real estate to helping clients build wealth through smart property purchases — with a focus on long-term outcomes, portfolio plann…
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86 What It’s Like to Visit a Chiropractor | Chiropractic Experience w/ Dr. Sanders & Dr. Battiste
39:52
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39:52What It’s Like to Visit a Chiropractor | Chiropractic Experience w/ Dr. Sanders & Dr. Battiste The Entreprenudist Podcast https://entreprenudist.com What It’s Like to Visit a Chiropractor | Chiropractic Experience w/ Dr. Percell Sanders & Dr. Amari Battiste Thinking of visiting a chiropractor? Here’s what a real visit looks like inside 100% Chiropr…
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85 Why Franchise? The Advantages of Franchising | Rick Robinson at Franchise Genesis
44:13
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44:13Why Franchise? The Advantages of Franchising | Rick Robinson at Franchise Genesis The Entreprenudist Podcast https://entreprenudist.com At Franchise Genesis, Rick Robinson, the President of Franchise Genesis, shares expert insights on why franchising is a powerful business model and the key advantages of franchising for entrepreneurs and business o…
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Why Millennials Feel Behind Financially Despite Doing Everything Right - E22
38:06
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38:06Michael and Brady dig deep into a paradox affecting a generation: Millennials and Gen Z are planning their finances more than ever, yet still feel financially stuck. If you’ve ever felt like you’re checking all the boxes—budgeting, saving, investing—but still can’t shake the feeling of falling behind, this episode is for you. It’s not just about nu…
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84 How to Make Your Franchise Business Grow | Essential Tips for Success with Nick Neonakis
43:22
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43:22How to Make Your Franchise Business Grow | Essential Tips for Success with Nick Neonakis The Entreprenudist Podcast https://entreprenudist.com At Franchise Genesis in a Business Summit, Nick Neonakis shares his expertise on how to make your franchise business grow and the essential things you need to know to scale your business. From building a str…
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83 Unfiltered Q&A on Franchising and Business Growth with Franchise Genesis
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50:01Unfiltered Q&A on Franchising and Business Growth with Franchise Genesis The Entreprenudist Podcast https://entreprenudist.com Go behind the scenes at Franchise Genesis as business leaders take the stage for an unfiltered Q&A on what it really takes to grow a successful franchise. From overcoming early challenges to laying the right foundation for …
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82 Why Franchise with Pasta di Guy? Guy and Eyal Carmeli Explain the Vision
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28:36Why Franchise with Pasta di Guy? Guy and Eyal Carmeli Explain the Vision The Entreprenudist.com https://entreprenudist.com Discover why Pasta di Guy stands out in the restaurant industry! In this exclusive session, owner and chef Guy Carmeli, alongside his father, CFO Eyal Carmeli, shares their journey, the values that drive their business, and wha…
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81 Real Talk with Tommy Whitehead | Life, Business & Lessons from a Contractor
1:02:50
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1:02:50Real Talk with Tommy Whitehead | Life, Business & Lessons from a Contractor The Entreprenudist Podcast https://entreprenudist.com In this episode, Tommy Whitehead, Certified Residential Contractor at Tomco Solutions Inc., sits down for an open conversation about business, life, and the lessons he’s learned along the way. It’s a relaxed yet insightf…
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4 Important Considerations for RSUs Every High Earner Needs to Know - E21
33:53
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33:53Are your Restricted Stock Units (RSUs) helping you build wealth—or holding you back? Michael and Brady break down one of the most misunderstood components of a high-income professional’s compensation package: RSUs. From tax implications and diversification strategies to avoiding lifestyle creep and planning with purpose, this episode gives you the …
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80 Demystifying Grant Writing for Success | Dr. Shandra Williams at The Liquidity Event 2025
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25:30Demystifying Grant Writing for Success | Dr. Shandra Williams at The Liquidity Event 2025 The Entreprenudist Podcast https://entreprenudist.com Join Dr. Shandra Williams, Executive Grant and Compliance Consultant, as she breaks down the essentials of successful grant writing in her powerful talk: “Demystifying Grant Writing for Success.” This sessi…
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79 Will vs. Trust: Secure Your Legacy with Randolph Love III | The Entreprenudist Podcast
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54:47Will vs. Trust: Secure Your Legacy with Randolph Love III | The Entreprenudist Podcast The Entreprenudist Podcast https://entreprenudist.com In this episode, Randolph Love III, ChFC®, CLU®, FLMI, CPCU—founder of ShieldWolf Strongholds—shares insights on the importance of estate planning and the roles of Wills and Living Trusts in securing your lega…
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78 Scaling with Precision: The Power of Workflows & SOPs | Lisa Cimaroli
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29:52Scaling with Precision: The Power of Workflows & SOPs | Lisa Cimaroli The Entreprenudist Podcast https://entreprenudist.com At the Liquidity Event, sponsored by Insurance Claim HQ, Lisa Cimaroli | Founder of Roof Rider Academy dives into the importance of workflows and Standard Operating Procedures (SOPs) in scaling a business effectively. Learn ho…
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77 Legal Must-Knows Before Starting a Franchise | Attorney Candice Colucci Explains
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17:22Legal Must-Knows Before Starting a Franchise | Attorney Candice Colucci Explains The Entreprenudist Podcast https://entreprenudist.com Thinking of stepping into the franchise world? Whether you’re planning to buy a franchise or build your own, this video is a must-watch. Attorney Candice Rojas-Colucci, shares crucial legal insights every aspiring f…
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The Roth Opportunity Hiding in the Market Meltdown - E20
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28:39Market corrections can be unsettling, but for savvy investors, they also unlock powerful planning opportunities. In this eye-opening episode, Michael and Brady break down why a down market might be the perfect time to consider a Roth conversion. Learn how converting pre-tax retirement savings to Roth during a downturn can reduce your tax liability …
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Episode 10 | Interview with Brett Marchant - How to Build a Financial Strategy That Works for Life (Not Just the Market)
56:10
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56:10In this episode of the Enriched Wealth Podcast, host Kris Tatt is joined by Partner and Senior Financial Advisor at Strategem, Brett Marchant, for a candid and insightful conversation spanning almost three decades of experience in the financial services industry. From early days in super administration and paraplanning, to asset management roles in…
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Student Loans: SAVE Plan Lawsuit, Time-Based Forgiveness, and PSLF Buyback Explained - E19
38:40
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38:40Michael and Brady dive into the rapidly shifting landscape of federal student loans — and why now is the time to pay attention. From the return of online applications at studentaid.gov to the major legal uncertainty around the SAVE plan, we unpack what borrowers need to do today to stay on track. Whether you're navigating income-driven repayment, t…
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Should We Fear a Recession? Explaining Market Volatility - E18
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30:14The stock market has been a wild ride lately, and if your emotions are following every twist and turn, you're not alone. Market swings can be nerve-wracking, but staying level-headed is the key to long-term success. In this episode, Michael and Brady break down exactly what market volatility means for your investments, no matter where you are in yo…
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Episode 9 | From Banking to Broking – Smarter Commercial Lending Strategies with host Kris Tatt & Guest Pip Stork from Millennial Finance Group
57:50
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57:50In this episode of the Enriched Wealth Podcast, host Kris Tatt sits down with commercial finance expert Pip Stork to break down the key strategies business owners need to access funding, scale their operations, and make smarter financial decisions. With over 15 years in the banking industry and now a commercial broker at Millennial Finance Group, P…
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Are You Really on Track for Retirement? The $7.9M Wake-Up Call | E17
30:37
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30:37Retirement—it's the finish line we're all running toward, but how do you know if you're actually on track? Michael and Brady break down the key questions you need to ask yourself, the common pitfalls to avoid, and the real numbers behind what it takes to retire comfortably. Whether you're in your 20s just starting to save, in your 40s navigating pe…
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Waiting on THIS Could Cost You More Than You Think - E16
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37:32Most young professionals think they’re invincible. They’re healthy, thriving, and focused on building their careers and wealth. The idea of life insurance? It often gets dismissed as an unnecessary expense—something to "deal with later." But what if later never comes? In this episode of Financial Fortitude, hosts Michael Acosta and Brady Hemerly br…
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How to Make the Most of Your Inheritance & Avoid the Pitfalls - E15
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50:01Michael and Brady delve into the complexities of managing an inheritance. They guide listeners through the steps of handling an inheritance wisely—from understanding what assets are inherited to aligning the windfall with personal financial goals and avoiding common pitfalls. The episode emphasizes the immense $84 trillion wealth transfer expected …
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Episode 8 | Why Superannuation Is A Bad Investment
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18:37In this episode of the Enriched Wealth Podcast, host Kris Tatt breaks down why superannuation isn’t really an investment, but rather a retirement savings structure that holds various investments. Kris challenges common misconceptions about superannuation, explains its tax benefits, and discusses how to optimise this powerful savings vehicle for you…
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76 Yara Banks CEO at BNX Business Advisors on The Entreprenudist Podcast
42:26
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42:26Visit https://entreprenudist.com/ Yara Banks CEO at BNX Business Advisors Yara Banks is a visionary leader, HR strategist, and acclaimed author of The Executive Blindspot: How Misalignment with HR Impacts Your Bottom Line. With over 20 years of combined experience in HR, operations, and leadership development, Yara has earned a reputation as a trus…
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75 The Liquidity Event January 9, 2025
1:34:20
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1:34:20The Liquidity Event https://entreprenudist.com/liquidity Investopedia describes a liquidity event as an acquisition, merger, initial public offering (IPO), or other action that allows founders and early investors in a company to cash out some or all of their ownership shares. An exit strategy for an illiquid investment. Join us for an afternoon of …
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What You Don’t Want to Overlook When Buying or Selling Your Business | Justin Sandridge - E14
42:17
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42:17Justin Sandridge, an experienced M&A advisor from Murphy Business Sales, discusses the intricacies of buying or selling a business, emphasizing the importance of meticulous planning and professional guidance. Justin shares his insights on key financial, legal, and operational details that business owners should not overlook. The conversation also t…
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Are You Down with #EWB, Yeah You Know Me! - E13
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31:02Michael and Brady dive into the concept of becoming an Extraordinary Wealth Builder (EWB). They discuss the importance of saving intentionally and breaking down the steps to achieve financial greatness. This episode highlights the personal savings landscape in America, presents a comparison between average savers and EWBs, and offers practical step…
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Episode 7 | New Years Eve - Kickstart Your Best Financial Year Yet
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16:43In this special New Year’s Eve episode of Enrich Wealth, brought to you Strategem and hosted by Kris Tatt, unpack actionable strategies to set you up for financial success in 2025. From reflecting on 2024’s wins and lessons to identifying key opportunities for growth in the coming year, this episode is your guide to building wealth with intention. …
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Leveraging Good Debt and Avoiding the Rest - E12
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56:24Michael and Brady dive into the intricacies of debt management and its impact on financial well-being. They explore the concept of good debt versus bad debt, discussing common types such as mortgages, student loans, business loans, and consumer debt. The episode emphasizes the importance of using debt as a strategic tool to advance one's financial …
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Be SMART and Set Financial Goals that Stick in 2025 - E11
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44:44Kick off the New Year by exploring the power of SMART goals—specific, measurable, achievable, relevant, and time-bound—in achieving your financial ambitions for 2025. Michael and Brady provide practical examples and actionable tips to help you stay organized, prioritize effectively, and remain focused despite life’s inevitable distractions. The con…
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Spending with Purpose: How to Curb Lifestyle Creep - E10
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44:03Michael and Brady discuss the concept of lifestyle inflation, where increased income leads to increased spending, often hindering long-term financial goals. They explore how lifestyle creep happens, how to recognize it, and strategies to spend with purpose. By focusing on aligning spending with what truly matters, they propose a shift towards autom…
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Roth Conversions: Smart Year-End Strategies to Reduce Your Future Tax Burden - E9
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44:43Michael and Brady delve into the important topic of Roth conversions and their potential to revolutionize your retirement strategy. They provide a comprehensive breakdown of the differences between traditional IRAs and Roth IRAs, explain how Roth conversions work, and discuss the tax implications involved. The segment also covers when it makes sens…
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