Best Wealth Enhancement Group Podcasts (2025)

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Episode 216 - The Secret to Ending the Year Strong (and Starting the Next One Even Stronger) 18:35

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2d ago18:35

18:35

As the year winds down, most business owners are sprinting toward the finish line - trying to plan, close out projects, and prepare for what’s next. But here’s the truth: real strategy doesn’t come from hustle - it comes from space. In this episode, I’m sharing the five elements that have completely transformed how I close out my year and design th…

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Cybersecurity and Your Money in the AI Era 42:51

3d ago42:51

42:51

This week, Bruce Helmer is joined by Sam Richter to discuss cybersecurity and AI.Sam Richter is the founder and CEO of SBR Worldwide/Know More. Sam trains leading organizations on the advantages and pitfalls of online intelligence.

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Episode 215 - Pay Yourself First: Simple, No-Drama Wealth-Building for Founders with Tess Waresmith 38:00

9d ago38:00

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What does it really take to build wealth as a business owner - without overcomplicating it, making risky decisions, or constantly stressing about revenue? In this week’s episode of the It’s Your Offer podcast, I sit down with Tess Waresmith, Accredited Financial Counselor and founder of Wealth with Tess, to talk about simple, practical systems entr…

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Ask Bruce and Peg Anything 42:57

10d ago42:57

42:57

This week, Bruce and Peg opened the show to listener questions.

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Episode 214 - Upgrade Your Brain: The Enhanced Protocol for Entrepreneurs with Eric Collett 1:01:43

16d ago1:01:43

1:01:43

What does it really take to keep your brain sharp, healthy, and performing at its best - especially as a busy entrepreneur, leader, or parent? In this week’s episode of the It’s Your Offer podcast, I sit down with Eric Collett, founder of A Mind For All Seasons, to dive into the science and systems behind optimal brain health. From his 16-year care…

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Should You Tell Your Adult Children How Much You Have? 42:43

16d ago42:43

42:43

In this week's episode, hosts Bruce Helmer and Peg Webb discuss how to go about sharing personal financial information with adult children.

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Will the OBBA Change Your Estate Plan? 43:00

22d ago43:00

43:00

This week, hosts Bruce Helmer and Peg Webb are joined by Kate Maier, Vice President, Private Client at Wealth Enhancement to discuss the new domestic spending megabill and its effect on estate plans.

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Episode 213: Designing Group Programs That Work with Jake Wysocki 54:35

23d ago54:35

54:35

What does it really take to design a group program that creates powerful results without burning you out or overwhelming your clients? In this episode, I sit down with Jake Wysocki of Intention Craft to unpack the intersection of design thinking, human-centered facilitation, and entrepreneurship. Jake shares how to transform your knowledge into exp…

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Episode 212 - MVP: Unlocking Wisdom From Your Past Self 40:38

30d ago40:38

40:38

In this episode of The It’s Your Offer Podcast, I dive into a powerful truth: you already are who you want to be. While most business owners look to their future selves for growth and direction, today we're flipping the script and accessing the wisdom of your past self—the version of you that has already walked through wins, challenges, and powerfu…

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How Are You Feeling About Money? (No, Really) 42:54

1M ago42:54

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Host Peg Webb is joined by Wendell Clarke, Behavioral Wealth Specialist at Wealth Enhancement.Money is emotional — it ties into our sense of security, freedom, and confidence about the future. In this show, Peg and Wendell discuss the "emotional" side of money.

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Ask Peg and Ryan About Roth Conversions 40:51

1M ago40:51

40:51

This week, Host Peg Webb is joined by Ryan McKeown, Senior Vice President, Financial Advisor at Wealth Enhancement. The two discuss a topic that has been getting a lot of attention from President Trump’s megabill — specifically, how the new rules affect Roth IRA conversions. They then answer listener's questions.…

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Episode 211 - MVP: Why Being in the Wrong Rooms is Killing Your Business Growth 29:39

1M ago29:39

29:39

If you’ve been feeling stuck, unseen, or like your momentum has mysteriously vanished — this episode is your wake-up call. In today’s episode I’m “coming in hot” to talk about one of the most damaging mistakes high 6- and 7-figure entrepreneurs are making right now: staying in rooms that are no longer aligned, profitable, or growth-focused. Whether…

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5 Things You Should Know About the “One Big Beautiful Bill” Act (OBBBA) 43:09

1M ago43:09

43:09

The “One Big Beautiful Bill” Act (OBBBA) that President Trump signed on July 4, 2025, makes the 2017 tax cuts permanent. Here are five key highlights.

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Best Of The Vault – 200th Episode Celebration – Episode 10: How to Bend Time (Originally Episode #2) 35:20

1M ago35:20

35:20

Have you ever thought that time wasn’t on your side? I’m willing to bet you’ve thought you were short on time on several occasions – I know I have! What if you could have enough time to create everything you ever wanted, and more. We’ve all heard the line, “you can have what you want, if only you put in more time and effort.” Well, I’m here to tell…

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Serving Investors Needs: AI’s Evolving Role in Personalizing Advice 42:49

2M ago42:49

42:49

AI (alternative intelligence) is transforming nearly every industry, including financial services, by reshaping how advisors support their clients.

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Best Of The Vault – 200th Episode Celebration – Episode 9: Identifying Opportunities For Growth (Originally Episode #75) 38:29

2M ago38:29

38:29

The hallmark of a business is poised for growth is looking for gaps and opportunities within the client journey. Your ability to assess your business and identify where you can tighten things up or optimize your tactics further is a key step to developing the plan that will ultimately lead to more clients and revenue. In today’s episode I talk abou…

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Managing Cash Flow Is Like Planning a Summer Vacation 42:53

2M ago42:53

42:53

It’s summer — prime time for road trips, lake weekends and last-minute getaways. But whether you’re heading up north or planning for retirement down the road, the same truth applies: you won’t get far without fuel.

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Best Of The Vault – 200th Episode Celebration – Episode 8: Your Hell Yes! Energy (Originally Episode #73) 31:19

2M ago31:19

31:19

We have been conditioned to think about our businesses through an often limited and rigid perspective – what do customers want to buy? What works? What is everyone else doing? Not that it isn’t important to understand market dynamics and customer preferences, but for most businesses, this is all we use as our guiding principles for creating our bus…

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10 Tips for Your Successful, Happy Retirement 42:59

2M ago42:59

42:59

This week, Bruce offers his experience and insights on how to plan for a happy, financially sustainable retirement.

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Best Of The Vault – 200th Episode Celebration – Episode 7: Boost Your Sales: The Art of Concise Communication for Entrepreneurs (Originally Episode #139) 34:43

2M ago34:43

34:43

As entrepreneurs, it’s important to be concise and brief when you communicate your business and your offers. By doing so you make it easy for your partners, potential customers, and general public to understand clearly what you do, how you help people, and how they will benefit from working with you. The more powerfully you do this, the more custom…

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No Regrets Exit Planning 42:50

2M ago42:50

42:50

Business owners, senior employees with equity and heirs to a family business have a significant portion of their net worth is tied to a single company. How do they manage concentration risk?

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Best Of The Vault – 200th Episode Celebration – Episode 6: The Benefits Of An Optimized Offer (Originally Episode #83) 29:19

2M ago29:19

29:19

Having a Hell Yes! and optimized offer is an integral part of having a successful business that runs efficiently and generates consistent income. Not only does the offer itself lend itself to success in your business by calling in customers and compelling them to buy, but when you have an optimized offer, it informs all the other workstreams in you…

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Market Review and 2H Forecast 43:02

3M ago43:02

43:02

This week, we look at the key economic and market trends that are likely to influence the second half of the year.

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Best Of The Vault – 200th Episode Celebration – Episode 5: 5 Mistakes People Make With Their Offer (Originally Episode #31) 36:54

3M ago36:54

36:54

Your offer is the most important part of your business. Without it, your business can’t function. That is why avoiding the common mistakes that people make with their offers is going to instantly improve your business and make you more money. Today, I will be telling you the 5 biggest mistakes that I see people making with their offers, and the thi…

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You’ve Received a Windfall. Now What? 43:03

3M ago43:03

43:03

For people with sudden wealth, the challenge is often balancing personal security with making a difference in the world.

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Best Of The Vault – 200th Episode Celebration – Episode 4: Making Money With Your Offers (Originally Episode #17) 35:26

3M ago35:26

35:26

How are you setting up your business offers? Are you taking on every potential offer, or are you focusing in on a select few? If you’re overwhelming yourself with the number of offers that you’re trying to maintain, it’s not too late to take one and make that the only one you work on for the time-being. You won’t destroy your business doing so. In …

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Ask Bruce and Peg Anything 42:51

3M ago42:51

42:51

This week, Bruce and Peg are opening the show to listener questions.

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Best Of The Vault – 200th Episode Celebration – Episode 3: You Are Magnificent (Originally Episode #4) 19:29

3M ago19:29

19:29

Do you know how truly magnificent you are? Do you really believe that you are magnificent? In this podcast episode, I will turn you into a believer of magnificence. I am going to blow your mind and help you realize why you need to be tapping into this limitless supply of power in order to create what you want, and much more. You can recreate yourse…

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The Pursuit of Happiness 43:05

3M ago43:05

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The pursuit of happiness” is really a stand-in for financial freedom — the ability to own property, control your labor, and provide for your family.

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MilWin Game – A Trusted Platform for Casino and Sports Betting in Pakistan 0:35

3M ago0:35

0:35

MilWin Game is a popular online gaming platform that offers a wide range of casino games, exciting slot machines, and live sports betting. Designed especially for Pakistani players, it features user-friendly gameplay, smooth performance, and support for local payment methods like JazzCash, Easypaisa, and bank transfers. Whether you're spinning slot…

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Best Of The Vault – 200th Episode Celebration – Episode 2: 5 Goal Setting Mistakes (Originally Episode #11) 29:01

3M ago29:01

29:01

Have you ever tried to set goals that just didn’t come to fruition? If you’re an entrepreneur, I can almost guarantee that this has happened to you before – you’ve set all the goals for the year and some of them simply don’t happen. Well, you can change that. You can ensure that all your goals are met – and even far exceeded. Today, I’m going to be…

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Mid-Year Is Here: Action Plan 42:38

4M ago42:38

42:38

Here a financial planning tips to follow for the back half of the year.

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Best Of The Vault - 200th Episode Celebration - Episode 1: The Alter Ego Effect with Todd Herman (Originally Episode #9) 47:22

4M ago47:22

47:22

Have you ever wondered about alter egos? They’re more than just a split personality - they can actually help you transform your life into exactly what you want it to be. You may know a few famous alter egos, such as Sasha Fierce and Marilyn Monroe (aka Beyoncé and Norma Jeane). How were those alter egos different to the people who portrayed them? I…

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Episode 200 - The Truth About Business Growth: What 200 Podcast Episodes Taught Me About Growing With Ease 41:46

4M ago41:46

41:46

After 200 episodes of It’s Your Offer, I’m pulling back the curtain. This week, I’m reflecting on the biggest insights I’ve gained from building this show—and working with 6- and 7-figure entrepreneurs who want to grow without burning out. Whether you’ve been here since the beginning or just found this podcast, this episode is packed with real, beh…