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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Journey Wealth Podcasts
In the Create Wealth podcast, we talk about the wealth creation journey of successful individuals. Each episode features a conversation on wealth generation, exploring different perspectives on money and investing.
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Bradford Financial Center, a national wealth management company, delivers a financial advisor's simple approach to making small changes that can result in big results for your financial future. From budgeting, tax planning, and saving for retirement to college planning, smarter insurance solutions, and building wealth, the practical advice is easy to apply for investors at any level. All episodes include a "Five in Five" segment where we break down quick-hit financial trends for their listeners.
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Join us for the TIP Wealth Builder weekly podcast where we bring you insights, strategies and stories to help you compound your wealth and knowledge. Whether you are a seasoned investor, or just starting out on your wealth building journey, this podcast is designed to inspire, educate and empower you.
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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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Catapult your wealth-building journey to new heights by unlocking the secrets of passive investing! Welcome to The Wealth Flow Show, where we provide you with invaluable education to help you overcome the obstacles on your path to real estate success. Tune in every Tuesday and Thursday as we explore a wide range of investment alternatives, including different asset classes, self-directed IRAs, and powerful taxation techniques to optimize your purchasing power. Our episodes feature enlighteni ...
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Short, snappy gems on personal finance and investing
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Managing your personal finances can be daunting. This podcast will give you the know-how to march forward and upward with your money. Most of us agree that money is not the core purpose of our lives. Yet, money plays a major role in how our lives and relationships unfold. With such an abundance of information and contextless advice available online, it's hard to know which details are relevant and most actionable for us. Wealth Unplugged explores wisdom, strategies and stories through expert ...
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The Wealth Vibe Show! Tune Into the Frequency of Wealth Welcome to The Wealth Vibe Show, where wealth isn’t just about dollars; it’s a frequency, a mindset, and a movement. Hosted by Vinki Loomba, this global podcast features conversations with ordinary individuals who have crafted extraordinary lives of purpose, abundance, and alignment across wealth, energetic, and mindset dimensions. Each episode offers thought-provoking insights, inspiring guest journeys, and practical strategies to help ...
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For ultimate, real, and lasting wealth you need to start inside. You need the right mindset. Get your mindset right and pave the way for a wealth that changes your life and the lives of your loved ones.
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A podcast where aspiring financial planners talk to veteran financial planners about how and what they're learning about wealth, and how everyday people can improve their own financial journey.
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Real-life strategies for the modern financial advisor who’s ready to scale. Join Altruist founder and CEO Jason Wenk, Altruist’s Head of Community Dasarte Yarnway, and guests as they share proven tactics, unfiltered advice, and hard-won lessons you can apply to your own practice. These conversations will propel your career to the next level—don’t miss it.
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Jamila Souffrant is a Certified Financial Education Instructor (CFEI), host of the Journey To Launch podcast and author of "Your Journey to Financial Freedom: A Step-By-Step Guide to Achieving Wealth and Happiness". The Journey To Launch podcast explores all aspects of reaching Financial Freedom; from increasing income, paying off debt, investing, saving & learning how to retire early and wealthy. The book, "Your Journey to Financial Freedom: A Step-By-Step Guide to Achieving Wealth and Happ ...
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What if wealth were never just about accumulation… But what goes unspoken across generations? Elysium: The Journey of Wealth & Legacy is a cinematic podcast that blends hidden money dynamics, soul-coded storytelling, and the evolving architecture of financial power. Hosted by Cassie Kang, Certified Private Wealth Advisor (CPWA®), Certified Exit Planning Advisor (CEPA®), and Cinematic Guide for the Legacy Journey, Elysium bridges real stories, financial transitions, and the profound truths be ...
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The Money RX Podcast: Best Practices for Physicians. Dave Jesiolowski and Josh Taffer, CEPA, of Journey Wealth, navigate the complex financial landscape for doctors. Every episode, they take complicated topics like corporate structures for private practice or high net worth investment strategies and simplify them to provide clear, actionable solutions to minimize taxes, mitigate risk, and maximize your wealth, empowering you to take control and live life on your terms. Investment advisory se ...
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In an industry that's changing faster than ever, expectations for growth, both organic and inorganic, are only getting more intense. With private equity money flooding into the wealth management space, customer experience expectations leveling up, generative AI upending process and a generational wealth transfer that will transform client acquisitions, the journey to growth for all wealth management businesses will require adaptability, resilience and a long-term vision that puts client's ne ...
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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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Unlocking the Wealth Code is a transformational audio mini-course designed to rewire your subconscious for wealth, abundance, and success. Each short, powerful episode dives deep into clearing limiting beliefs, activating your natural money magnetism, and aligning with the mindset of true prosperity. If you’re ready to stop self-sabotage and manifest the wealth you know you’re capable of, listen daily and experience the shift. Your wealth journey begins within.
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The Spirit of Worth, Wealth & Sovereignty™ is a podcast for spiritually-aware, self-identifying women reclaiming their sacred power, expanding their wealth, and restoring their sovereignty. This is where emotional, spiritual, and ancestral healing meet the lived experiences of money, entrepreneurship, and identity. Hosted by Gretchen Hill, Akashic Records Master Practitioner, scholar of culture and consciousness, and Spiritual Life Coach, the show explores the intersection of Akashic wisdom, ...
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Amazing stories that I have encountered during my more than 3 decades of Wealth Creation Journey.
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Welcome to Deeply Invested, the podcast where personal finance and career growth are made not so serious—but always practical. Hosted by Maddie and Meghan, who have built their finances from the ground up, this podcast helps listeners take control of their money, grow their wealth, and level up their careers. Maddie and Meghan share real and messy stories from their own journeys because they’ve been there and made plenty of mistakes along the way. Their goal is to ensure others don’t have to ...
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A podcast for YOU, the visionary female entrepreneur, to keep you motivated and inspired on your business-building journey! We discuss wealth building, mindset, launching new businesses, hiring, managing, investing, and more! I am a serial entrepreneur of more than 10 years and an Audacity Business Coach with a mission to help more women create positive impact on the world through their profitable businesses.
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Award-winning Mindset & Business Mentor Jess Williamson shares her powerful mindset practices, wealth-building journey, and proven strategies for women in business who want to grow a successful online business. Through solo episodes, Jess offers honest insights into her unique way of doing business as an introvert and Human Design Projector. Featuring special guests, Unstoppable Success The Podcast takes you behind the scenes with strategies and tools to overcome limiting beliefs, unlock you ...
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When you're ready to retire, there are decisions to make that will impact the rest of your life. Father and son team, Bob and Cole Falter and the Reliable Wealth Financial Group share retirement income strategies and tips for navigating your retirement journey.
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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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A fresh-faced weekly dividend investing podcast aiming to share information, tools and encouragement needed to be successful in the journey that is dividend investing. Join me as I share what it takes to actually achieves sustainable passive income through dividend investing. Dividend income can be one of the most reliable and safest forms of income to grow your investment portfolio! Come along on the journey of building wealth that lasts for generations.
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The Journey To Win podcast showcases many peak-performers across different industries sharing their journey on what it took for them to win; the mindset, leadership and success secrets to winning big! This is a no bars held conversation with Brandon Thornhill and featured guests in business, health, professional sports, elite military operators, you’ll find inspiration and steps to help you win and perform at your peak! We primarily focus on 6 pillars of winning: Faith, Family, Fitness, Fina ...
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Discover the insider secrets of real estate investing and unlock your path to financial freedom with the Get Creative Podcast with Pace Morby. Join Pace and industry experts as they share invaluable tips, creative finance strategies, and success stories to help you thrive in the competitive world of real estate investing. Whether you’re a seasoned investor or just starting out, our podcast provides actionable insights to accelerate your journey towards wealth and independence. Tune in now an ...
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Welcome to the Wealth Witches™ podcast, where financial empowerment meets magic! I'm Katelyn Magnuson, your guide on this enchanted journey to holistic wealth and prosperity. Here, we honor all identities and invoke our inner witches to create a community where everyone feels welcome and inspired. Formerly known as the Confident Money podcast, we've transformed into Wealth Witches™ with Katelyn Magnuson. This change is about embracing the once-taboo topics of money and magic, blending them i ...
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THE number one source for all things real estate investing in Northwest Arkansas. Join Zach Stanley, Brandon Still, and Brian Wagers as we dive deep into topics that will help you in your real estate journey. We will share our wealth of knowledge along with many guests that we will have on the show. Join us on this real estate journey of local investors, you won't regret it.
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This is Lakshmi Narayana. Welcome to the podcast "My Journey to Create Wealth". In this podcast you will find my day-to-day activities, learnings, mistakes, wins, and experiences that I am facing in real-time in creating the ultimate wealth that helps a large number of people. You will also learn what I know about prospecting, marketing, sales, SaaS, and entrepreneurship.
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The Kesef & Kinyan Podcast: A Jewish Guide to Real Estate Investing, Education, and Wealth Strategy
Michoel Brooke & Kevin Lefcoe
Welcome to the Kesef and Kinyan Podcast! Join host Michoel Brooke and his holy and wise father-in-law, Kevin Lefcoe, for a brand-new show with a bold goal: to help hustlers and grinders gain the knowledge they need to close the deal. We explore how to pivot from simply working hard to working smarter in real estate, all while maintaining integrity and staying true to your faith. If you're ready for a strategic shift in your real estate career or are interested in building wealth, this is whe ...
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Journey to DevelopHer™ Podcast is hosted by Real Estate Entrepreneur and Developer, Dionte Chantel. Podcast will feature Real Estate & Wealth strategies, showcase other female and male real estate developers and edify self-development skills.
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Welcome to Visionary Advisor, the podcast for forward-thinking wealth advisors who recognize that wealth management is evolving rapidly. Join us as we invite some of the most influential minds in the industry to share the ideas they believe HNW & UHNW advisors should be exploring and putting into practice. I'm your host, Alex Kirby, founder of Total Family, a software company doing legacy better for wealth advisors and their clients. Welcome to Visionary Advisor, more at totalfamily.io
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Personal testimonies and stories to inspire and encourage you on your journey through life when UNEXPECTED stops occur. Giving hope to those who are experiencing detours, bumps, and unforeseen life challenges. You are never alone even when it may appear. Someone else has overcame the same struggle. By God's grace and mercy, the love of Jesus and with the guidance of the Holy Spirit you can overcome any UNEXPECTED Stops Along the Journey. Please subscribe/follow, rate, review, and SHARE.
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Everyone would love to start earning money in the most convenient and fulfilling ways possible. Of course, it would be nice to earn while still having enough time and energy to achieve a financially secure future. However, beginning your wealth-building journey is more complicated than it seems. What is the first step you must take? How can you deal with your debts properly? And how can you use your money to live the life you truly deserve? Welcome to Wealth Acceleration Podcast, the podcast ...
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Join us on a journey to financial prosperity as we explore the science behind wealth creation and management. In this podcast, we’ll delve into the strategies, mindset shifts, and practical tips that can help you achieve your financial goals. Proudly developed with the help of the Affluence Science Labs, a division of LMSL, the Life Management Science Labs. Discover how to build a solid financial foundation, develop a wealth mindset, and overcome common financial challenges addressed from th ...
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Welcome to the Sassy Successionist! I’m Uyai, your very sassy host. In this podcast, I talk about building family legacies over time. Some of that will include preserving and transferring family wealth across generations. However, legacy is much more than wealth. I find stories about succession and legacy in every day life, and using those - I bring bold perspectives and actionable strategies to the often-traditional world of family offices and wealth management. Each episode delivers powerf ...
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Society has mistaken “wealth” to mean money and assets. The Wealth Redefined podcast is focused on building generational wealth, beyond the materialistic, by focusing on our emotional, mental, physical, spiritual, and relational well being. Together with a cohort of Health & Wellness advocates we’ll discuss ways to design your own path to true wealth.
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Come take a journey with us as we explore topics and concepts from the obscure to those hiding in plain sight, so obvious that you wonder how you missed the low lying fruit. Financial planner and host Andy Keeler and his team, thought leaders, and guests discuss everything from maximizing your money and lowering taxes to how to gain the upper hand in an auction and the math behind online gambling. We discuss wealth building strategies and wander into deeper aspects of the human mind that can ...
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I'm Anastasia Koroleva, a 4x exited founder exploring life after selling a business with some of the most remarkable post-exit entrepreneurs in the world. Together, we rediscover purpose, redefine success, master investing, and build fulfilling lives and families. Having survived a 9-digit exit, I dedicated a decade to researching the deepest challenges faced by entrepreneurs after a business sale. This podcast is the platform to share my and other exited founders' hard-earned wisdom with th ...
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Welcome to Wild Soul Gatherings, the sanctuary for the spiritually curious seeking to ignite their inner light! I’m Dr. Sandra Marie, a Reiki Master and Life Coach, called by a powerful message from SPIRIT to create this podcast. My journey into energy healing opened up a unique spiritual path, and now, I’m here to share that awakening with you. As the host of Happy Hour for the Spiritually Curious, I’m thrilled to connect with a global community of seekers from the U.S. to Europe, Asia, Aus ...
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Welcome to The Keith Andrews Podcast—a show about life, real estate, and business. Join Keith Andrews as he dives into real stories of resilience, success, and personal growth. Featuring inspiring guests from diverse fields, Keith uncovers the untold struggles behind their achievements, offering insights to help you live well, build wealth, and chase your passion. Whether you're a real estate investor or simply seeking motivation, this podcast delivers empowering conversations to fuel your j ...
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Welcome to The Agent of Wealth Podcast with Marc Bautis from Bautis Financial. In this podcast, Marc helps small business owners and retirees overcome the multiple wealth planning challenges involved in your financial life. We do this by creating comprehensive wealth management plans to guide you towards financial freedom, ensure you never run out of money and help create a balance in life that prioritizes what is most important to you. Join us for this journey as Marc draws from years of ex ...
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Unshackled 4 Life is where we Unlock Prosperity & Liberate Wealth! I'm here to give you the key: financial literacy and tips on personal finance to inspire, motivate, and take steps toward financial freedom. As your host, John Green, I bring a wealth of knowledge and experience regarding what not to do financially. I will share my mistakes and lessons learned to help you avoid some of those situations all together. I'll bring in special guests that will share their expertise and increase you ...
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Hosted by Nishlen Govender | Featuring Citadel Experts At Citadel, we believe that true wealth is freedom, the freedom to shape your next chapter, the freedom to dream boldly, the freedom to live beyond the ordinary, and beyond expectation. From your first job to building a family, launching a business, or preparing for retirement, every chapter of life presents unique opportunities and financial decisions. Welcome to The Wealth Journey, a podcast series where we explore life’s milestones an ...
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As a physician, you are overworked, overwhelmed, and under-supported when it comes to your money. The Physician’s Guide to Wealth Podcast is where you finally unpack the silent burdens of financial stress, burnout, and sacrifice—and take back control. Hosted by James Nutter, Fiduciary Financial Advisor & Partner at IM Wealth, this isn’t your typical conversation about money. It’s a raw, thought-provoking journey at the crossroads of purpose and prosperity—challenging everything you’ve been t ...
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Learn everything you want to know about Infinite Banking, Leveraging Life Insurance, Real Estate, Bitcoin, Bitcoin mining and ways to skyrocket your wealth. Dan has been in the financial planning business for almost 40 years. Starting out as a stockbroker, Dan learned quickly that the Wall-Street methods simply do not work. Join Dan on his journey to finding the most predictable, wealth building investments that Wall Street won't tell you about. Don't miss the Wise Money Tools Podcast--with ...
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Are you looking to grow your wealth, achieve financial freedom, and spend lavishly on what brings you joy? Join Meagan McGuire, CFP®, ChFC®, CSLP®, Partner & Co-Founder of SLP Wealth, a fiduciary financial planning and coaching firm dedicated to helping everyday people take control of their financial future. We've helped clients manage student loan debt totaling over $4 billion and saving them a projected $569 million. Everyone should have access to the tools needed for long-term financial s ...
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What if the system knows more about your life than the people closest to you? And what if those invisible data trails are quietly shaping your access, pricing, risk scores, even your opportunities? Every search, every tap, every login, every location ping forms a behavioral portrait that modern systems read long before any human ever does. This epi…
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Episode 166: Living Your "Why" by Understanding Who, Not How.
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40:00We would love to hear what you have to say about this episode. Please send us a text. In this episode the guys, Jim and Matthew, put a bow on their financial planning framework and talk about what really happens once the plan is “done” and you’re launched into Life 3.0 — the season where you finally get to live your why. They explore what most peop…
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Reclaiming Worth, Wealth & Sovereignty: The Journey Begins
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2:42Welcome to The Spirit of Worth, Wealth & Sovereignty™, a podcast for spiritually-aware, self-identifying women ready to reclaim their power, heal ancestral money patterns, and embody sovereign wealth. Hosted by Gretchen Hill, Spiritual Life Coach and Akashic Records Master Practitioner, this show blends Akashic wisdom, ancestral healing, nervous sy…
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Episode 18 | How to Talk to Your Kids About Money: Tools for Every Age
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17:15Episode Title: How to Talk to Your Kids About Money: Tools for Every Age In this episode of Your Wealth Journey, financial advisors Shallon Weis, CFP®, AIF®, and Jim Tausz, CFP®, AIF®, unpack one of the most important lessons parents can teach...how to talk to your kids about money. From preschoolers learning the basics of saving, spending, and giv…
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Money Together: Building Wealth, Partnership, and Purpose with Doug & Heather Boneparth
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36:06Doug and Heather Boneparth are redefining what it means to build wealth together. In this episode of The Advisor Journey, the founders of BoneFide Wealth share how partnership in both life and business has shaped their approach to advising clients and leading a modern firm. They discuss the lessons behind their new book Money Together, their experi…
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The PadSplit Queen: How a Single Mom Built a $45K/Month Co-Living Empire Using Creative Finance
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32:06Join host Keola Keala as he sits down with Macarena Garcia—CDC epidemiologist, professor, single mom, and powerhouse real estate investor known as the “PadSplit Queen”—who scaled from one traditional rental to 10 high-cash-flow co-living properties in just 18 months while generating over $45K/month in revenue. Macarena shares how she discovered co-…
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What to Do With Your Year-End Bonus (So It Doesn't Disappear)
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18:55Got a year-end bonus coming? Don't let it disappear into thin air! In this episode, Meghan walks you through exactly how to make your bonus work for you with simple formulas and real-life examples. Learn how to calculate your real take-home amount, discover the 5 smartest ways to use your bonus, and get allocation formulas that remove all the guess…
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19. Cresset Capital’s Playbook for an AI-Driven Future
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1:14:21Cresset’s growth story took a sharp turn this past year when nearly half of their web search leads began arriving through AI engines instead of Google. That shift came from years of building a digital marketing infrastructure that could adapt quickly, a clear client archetype, and a leadership team willing to test new channels long before they’re m…
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The Wealth Lag: What Happens AFTER Financial Freedom
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14:30After selling her bootstrapped company in a 9-figure all-cash exit, Anastasia Koroleva expected freedom, joy, and the end of struggle. Instead, she encountered something no one talks about—the Wealth Lag. In this deeply honest and research-backed breakdown, Anastasia reveals the emotional crash that happens after financial freedom: the confusion, c…
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Love vs Fear: The Battle Shaping Our Future
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50:37Text us, We would love to her from YOU! What if love isn’t something you feel… but something you generate even in a world that feels divided, chaotic, and overwhelmed? In today’s powerful episode, Dr. Sandra Marie sits down with transformational teacher and former Landmark Worldwide senior leader David Cunningham, author of Your Love Does Matter, t…
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How to Manifest ANYTHING you want... and fast! (like a dream beach house!!)
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16:43If you’ve been trying to manifest bigger goals but nothing is landing yet - this episode will change EVERYTHING! I’m breaking down the real, grounded, identity-driven manifestation process I use to call in the “impossible” goals - the ones that shouldn’t have happened on paper but did anyway. My TEDx talk, my book deal, multi 6-figure months and th…
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Emerging Wealth Winners Series Ep3: Fiducian & Kina Bank – Innovation, Integration, and Growth in Financial Service
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25:47In this episode, we spotlight two leading financial institutions from the Emerging Wealth Winners Conference. Kylie Merritt interviews Rahul Guha, CEO of Fiducian, about the firm’s integrated funds management, platform, and advice model, its scalable growth, and how Fiducian is positioning itself for the future of financial services. Then, Andrew C…
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The Seasonality of Success: Planning Your Year With Intention
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20:09In this throwback episode, Katelyn Magnuson dives into the natural seasonality that shapes her life, business, energy, and creativity. She shares how her year unfolds in cycles, from the demanding winter tax season, to the ease and rest of summer, to the productive spark of early fall, and how honoring these rhythms has transformed her personal wel…
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The cost of kids, spending more, and how to buy a car
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57:18Dr. Dan and Daniel discuss the cost of kids, spending more, and how to car shop. To learn more about financial planning and MY Wealth Planners, visit: https://mywealthplanners.com To schedule a complimentary consultation, visit: https://calendly.com/my-wealth-planners-initial-consultsBy MY Wealth Planners
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Take Control Rx: How to Take Immediate Action on Your Big 3 | Episode 41
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16:20Money is emotional, chaotic, and—if left unmanaged—one of the biggest sources of stress for physicians and families. In this actionable episode, James Nutter shares the exact systems he uses to help clients build a financial plan and actually stick to it. He introduces the “Box and Shelf” method—a simple but powerful way to store all your financial…
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How to Navigate the World of Senior Living With Melina Owusu
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30:46Navigating senior care can be overwhelming — but with the right guidance, it doesn’t have to be. In this episode of The Agent of Wealth, co-host John Williams is joined by Melina Owusu, Certified Senior Advisor and owner of CarePatrol of Metro North New Jersey, who helps families find safe, personalized senior living options — from independent livi…
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The 3-Tier Liquidity System Every Canadian Needs to Build Wealth
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31:29Ready 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 relying on luck instead of a liquidity plan—and putting your wealth growth at risk without even realizing it? Most Canadians think of an emergency fund as a boring cash pile that jus…
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Money Mistakes Small Business Owners Are Making And How to Fix Them
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32:53Running your business on vibes and Venmo? Find out the five most common money mistakes I see small business owners, practice owners, and 1099 contractors make — and exactly how to fix them. You'll learn how to separate business and personal spending, pay yourself a steady paycheck, plan for taxes year-round, and build simple financial systems so yo…
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Geremy Farr-Wharton: How to Go from Employee to Entrepreneur | Wealth Pathways #30
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1:33:55Dreaming of leaving the 9-to-5 behind to build something of your own? This week on Wealth Pathways: The Affluence Science Insights Podcast, host Marie Stella consults entrepreneurship lecturer Geremy Farr-Wharton on what it really takes to move from clocking in for someone else, to calling the shots for yourself. Also serving as director of engagem…
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From Breakdown to Breakthrough: The Birth of The Spirit of Worth, Wealth & Sovereignty™
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24:09In this debut episode, Spiritual Life Coach and Akashic Records Master Practitioner Gretchen Hill shares the powerful origin story behind The Spirit of Worth, Wealth & Sovereignty™. Gretchen opens up about her journey through narcissistic relationships, burnout, a near-death awakening, ancestral patterns, and the moment she realized silence was no …
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Check out the new soundtrack for the upcoming Season 2 of The Bank On Dividends podcast. Banky is back with so much to share and insights to give. So if you love Dividend investing, this is the place for you! Stay Tuned.
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How to Get Everything You Want In Life (E46)
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27:28Summary Get on Wade's Book Prelaunch Waitlist: http://moneymasterycoaching.com/true-wealth-book-prelaunch/ In this episode of the Wealth Acceleration Podcast, Wade Reed and his wife Catherine discuss the importance of mentorship, goal setting, and vision casting. Catherine shares her experiences teaching youth about the value of setting goals and h…
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Private Wealth Funds & the Future of Ownership
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39:54Private Wealth Funds & the Future of Ownership: How Elite Capital Networks Are Replacing Traditional Fundraising In this episode of Wealth Unfiltered, Samantha Parrinello sits down with Reagan Rodriguez — futurist, capital strategist, and Managing Director of the 5th Avenue Underground Club — to explore one of the most profound financial shifts of …
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Scaling Through Smart Marketing: How Aaron Cirksena Built a High-Growth Virtual Firm
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30:36Aaron Cirksena built one of the fastest-growing virtual advisory firms in the country by treating marketing like a real business function, not an afterthought. In this episode of The Advisor Journey, Aaron shares how he went from a one-man shop to a multi-advisor, fully remote firm by mastering paid digital marketing, tracking key metrics, and buil…
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EP190: How Carbon Real Estate Wins in Every Market Cycle - Michael Pouliot, CFA, CAIA
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47:16How do you scale from flipping houses to managing over $1B in workforce housing? Today, Michael Pouliot, CFA, CAIAs, shares his journey from digging trenches to leading a vertically integrated private equity firm. He breaks down the shift from BRRRR to large-scale multifamily, the power of operational efficiency, and why workforce housing in the So…
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Why “Buy Term and Invest the Difference” Fails High-Net Worth Canadians
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29:33Ready 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 still relying on “buy term and invest the difference”—without realizing it may be the wrong comparison for your actual wealth strategy? Many high-income Canadians and incorporated bu…
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Episode 455- My Life Lately: Reflections on Freedom, Seasons + 3 Year Book Anniversary
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20:14
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20:14In this week's solo episode, I open up about the reflections, questions, and inner shifts I've been navigating as I enter a new season of life. With the three-year anniversary of Your Journey to Financial Freedom, I'm sharing candid thoughts on growth, purpose, motherhood, and the constant evolution that comes with designing a life of freedom. I ta…
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Real Estate Made Simple: Kathy Fettke’s Guide to Wealth and Freedom Part 2 (Ep 102)
26:41
26:41
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26:41Ever wondered if your home could make you money? 🏡 Kathy Fettke, co-CEO of RealWealth, reveals how she turned everyday spaces into cash flow — from renting rooms to triplex conversions and out-of-state rentals. Learn the mindset, strategies, and first steps that helped her family build wealth, survive the housing crash, and help thousands of others…
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8 Bedroom SubTo Deal: How Jimmy Fuentes Turned a Pre-Foreclosure into Co-Living Cash Flow with 0% Business Funding
32:23
32:23
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32:23OG SubTo student Jimmy Fuentes joins host Justin Tuminowski to break down how he took a pre-foreclosure single-family in Florida and turned it into an 8-bedroom co-living (PadSplit) cash cow—without bank financing and without flipping. 📲 Connect with Jimmy Instagram | YouTube ➡️ RSVP For A FREE Co-Living Training With Me (Live): https://subto.sjv.i…
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Ep 215: How Marcin Raised 9 Figures & Built a Magnetic Brand
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51:22
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51:22Send us a text In this episode of The Wealth Vibe Show, host Vinki Loomba is joined by Marcin Drozdz, a nine-figure capital raiser, branding strategist, and managing partner of M1 Real Capital. Marcin shares his incredible journey of raising capital and building a magnetic brand in the real estate and investment world. He discusses the concept of a…
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5 Signs You're Doing Better Financially Than You Think
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16:12
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16:12Feeling financially behind? This episode reveals five research-backed signs that prove you're crushing it with money even if it doesn't feel that way. The 5 Signs: You Have Emergency Savings No Credit Card Debt You Track Your Money You're Investing Bills Paid On Time Why This Matters: Stop comparing yourself to social media highlights. The only com…
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Is an annuity the solution for income in retirement? Bob and Cole Falter with the Reliable Wealth Financial Group explain why there may not be a simple answer to that question.By Bob Falter
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Is It ADHD or Entrepreneurship? The Truth About High-Achieving Women & Neurodivergent Brains | Johanna Badenhorst
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20:08
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20:08So many entrepreneurs secretly wonder if they’ve got ADHD because let’s be real, the traits that make us visionaries can also make running a business feel chaotic. That’s why I’ve called in today’s guest, Johanna Badenhorst, Psychologist, ADHD Coach, and founder of ADHD Her Way. She was diagnosed later in life while juggling motherhood and business…
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Emerging Wealth Winners Series Ep2: Credit Corp & AWAG – Growth, Opportunity, and Activist Investin
32:25
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32:25In this episode of the Emerging Wealth Winners Series, Ausbiz's Kylie Merritt interviews Michael Eadie (CFO, Credit Corp) and AWAG directors Lee IaFrate and Mark Stephen. Discover how Credit Corp’s US expansion is driving growth, the risks and opportunities in debt purchasing, and how AWAG is leading industry consolidation and activist investing in…
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Some names in wealth management are respected. A few are legendary. Robert Balentine is one of them. If you’ve spent time in the ultra-high-net-worth world, you know the Balentine name and the influence the firm has had on how families think about wealth, values, and legacy. In this episode of Visionary Advisor, Alex Kirby sits down with Robert to …
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Alternative investments, planning to retire early, and planning for the realities of long term care
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42:01Dr. Dan and Daniel discuss alternative investments, planning to retire early, and planning for the realities of long term care. To learn more about financial planning and MY Wealth Planners, visit: https://mywealthplanners.com To schedule a complimentary consultation, visit: https://calendly.com/my-wealth-planners-initial-consults…
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[Preview] Ep 215: How Marcin Raised 9 Figures & Built a Magnetic Brand
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0:54
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0:54Send us a text Tune in to listen to the full podcast! Support the show Follow us @ https://twitter.com/loombainvest https://www.instagram.com/loombainvest https://www.facebook.com/Loombainvest https://www.linkedin.com/in/vinkiloomba #realestate #realstateinvesting #multifamilyinvesting #passiveinvesting…
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Take Control Rx: Building the Foundation for Financial Follow-Through | Episode 40
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18:00Financial clarity feels great — until life gets busy and everything stalls again. In this episode, James Nutter tackles the real gap most physicians face: execution. After laying the groundwork in the Financial Wellness 101 series, he walks listeners through practical frameworks for staying organized, focused, and consistent without burning out. Ja…
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Building Tempo: How Tim Farley Launched a $700M Firm Built on Trust and Teamwork
33:58
33:58
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33:58Tim Farley has spent over a decade shaping what great advisory leadership looks like. In this episode of The Advisor Journey, Tim Farley, founding principal of Tempo Wealth, shares the story behind launching a new RIA with his two business partners, Bernie Garrah and Corbin Blackburn, that quickly grew to manage more than $700 million in client ass…
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Networking Mastery: The Stop Spamming, Start Schmoozing Blueprint
18:28
18:28
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18:28Want to build a network that actually calls you back? We dive into the art of showing up, serving first, and letting trust do the heavy lifting. From the thrill of a first house showing to decades of deal-making wisdom, we unpack why real relationships beat mass outreach every time. We contrast the quick hit of blasting emails with the deeper, slow…
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From being jobless to making ₹500Crores
1:09:36
1:09:36
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1:09:36Yoga Bar didn’t wait for India’s healthy snacking wave, it helped create it. In this conversation, Suhasini Sampath (Co-founder, Yoga Bar) takes us inside the product decisions and supply-chain discipline that shaped one of India’s most interesting FMCG stories. This is not the usual “D2C marketing playbook.” Yoga Bar was built on product first pri…
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Luxury in the Unexpected: The Entrepreneur Who Redefined Portable Restrooms With David Sauers
30:19
30:19
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30:19Most entrepreneurs look for flashy industries with big margins… but what if the real opportunity is hiding in the last place you’d ever think to look? In this episode of The Agent of Wealth, co-host John Williams is joined by David Sauers, co-founder of Royal Restrooms — the company that transformed the portable restroom experience from dreaded nec…
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The Capital Gains Time Bomb: Why Waiting Could Cost You Millions
24:25
24:25
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24:25Ready 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 your capital gains quietly building into a financial time bomb that could detonate right when you need liquidity the most? For many high-earning Canadians—especially tech professionals w…
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Newsworthy Nuggets Over the Past Few Months
31:28
31:28
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31:28Headlines have been wild this year, but what actually matters for your money? We'll run through nine quick "newsworthy nuggets," from mortgage rates and inflation to student loan forgiveness, insurance gaps, and the job market. You'll hear what's noise, what's worth paying attention to, and how these headlines show up inside real financial plans. B…
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High-Income Tax Liberation: Advanced Deferral Strategies for Earners Over $500K
33:15
33:15
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33:15Today's episode features Christopher E. Shockowitz, COO and lead Tax Strategist at DeferTax.com, a premier advisory firm helping high-income earners, business owners, and investors dramatically reduce, defer, or even eliminate federal taxes legally and sustainably. With more than a decade of experience and thousands of clients served, Chris shares …
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Inside Hazel: How Altruist Is Shaping the Future of Advisor Technology
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28:00Advisors spend nearly half their time on tasks that take them away from clients. Hazel was built to change that. In this episode of The Advisor Journey, Dasarte sits down with Altruist’s Gokul Ramanathan and Fernando San Martín to share how Hazel, Altruist’s new AI-powered assistant, is helping advisors work smarter and focus on what matters most. …
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Gratitude is the Key To Abundance and Book Announcement (E45)
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19:58
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19:58Summary In this episode of the Wealth Acceleration Podcast, Wade Reed discusses the transformative power of gratitude in our financial lives. He emphasizes how gratitude can shift our mindset from scarcity to abundance, strengthen relationships, and create momentum even in difficult times. Wade also shares personal anecdotes and insights from his u…
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EP189: How to Unlock Retirement Wealth Through Alternatives - Henry Yoshida, CFP®
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46:47
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46:47Want to use your retirement funds to invest beyond the stock market? In this episode, Henry Yoshida, CFP®, shares how his fintech company empowers investors to use their IRAs and 401(k)s to invest in private assets, all while maintaining tax advantages. Learn how he modernized retirement investing and why today's investors must think beyond traditi…
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Ep. 82 - How To Use NWA Market Data To Underwrite Winning Real Estate Deals
34:51
34:51
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34:51Northwest Arkansas real estate keeps surprising the skeptics, and we’re mapping the why behind it. We dig into fresh sales counts, median price bands, and the county split that explains so much of the region’s momentum. From Bella Vista’s rise and Bentonville’s gravity to the distinct feel of Rogers submarkets, we show how job growth, vendor proxim…
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