Podcasts about generational wealth

Join an active community of RE investors here: https://linktr.ee/gabepetersen REAL ESTATE INVESTING, financial freedom, rental property investing, hard money lending, house flipping, wealth building, passive income, and generational wealth all come together in this value-packed episode of The Real Estate Investing Club Podcast.

The market feels strong—but what risks are hiding beneath the surface? Jackie Campbell and guest Jason Correa break down today’s tech-driven momentum and why staying grounded matters. They explore generational financial habits, retirement readiness, and how to turn long-term savings into a sustainable income plan. For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com! Follow us on social media: Facebook | YouTube | X | InstagramSee omnystudio.com/listener for privacy information.

Join the Wealthy Practitioner Tour with Dr. Stephanie Wigner this August! Visit the Wealthy Practitioner Tour to get your tickets today.   It's time to build your family's future on a foundation of true health and freedom. Join us at Future Foundations—because your future generations deserve the best start to the mission that will outlive us… Check it out here. Use code FREEDOM25 for 25% off!    Whether you're looking for tinctures, topicals or teas or a deeper connection to your INNATE healing capacity, Noble Task Homestead is here to serve you. Join the movement. Visit NobleTaskHomestead.com/noblestan today and enjoy a 10% discount on your order.   San Diego area residents, take advantage of our special New Patient offer exclusively for podcast listeners here. We can't wait to experience miracles with you! Welcome to a new episode of the Future Generations Podcast! In this conversation, Dr. Stanton Hom sits down with Dr. Stephanie Wigner, chiropractor, owner of five health and wellness clinics, and founder of The Wealthy Practitioner, a coaching company for purpose-driven practitioners. Together, they unpack what it really means to create generational health and generational wealth, move from activist burnout into aligned abundance, and build a business that serves both your family nervous system and your mission. If you're a health and wellness practitioner, especially a parent or spouse navigating business and purpose, this episode will challenge your beliefs about money, impact, and what you're really here to build.   Highlights: "I want to help people who are impactful as is become more impactful, because when they're living in their purpose, everybody around them benefits."    "Wealth to me is the love and time we get to spend together, the experiences we get to share, and the opportunities we get to try as a family."    "All business problems are personal problems. That's the harder thing to fix, so most people don't want to, and that's why they experience chaos in their business."    "Your mission and my mission are the same mission. We try to make it about health, or about money—it's the same mission: elevating people to a new level."    Timestamps:  00:02 Why Stanton Almost Didn't Interview Steph 01:04 Five Clinics and a Soul-Aligned Coaching Business 02:47 Generational Health and Generational Wealth 04:17 The "Wealthy AF" Hat and Money Triggers 08:55 COVID Chaos: Two Clinics and a $40K Overhead 11:45 Choosing a New Reality: Buying a House in Florida 13:24 Priming the Mind for Quantum Leaps 15:25 Abundance, Opinions, and Emotional Triggers 23:44 Business, Family Nervous Systems, and Margin 36:34 The Wealthy Practitioner Live in San Diego   Resources:   Remember to Rate, Review, and Subscribe on iTunes and Follow us on Spotify!   Learn more about Dr. Stanton Hom on:   Instagram: https://www.instagram.com/drstantonhom    Website: https://futuregenerationssd.com/  Podcast Website: https://thefuturegen.com  Twitter: https://twitter.com/drstantonhom   LinkedIn: https://www.linkedin.com/in/stanhomdc   Stay Connected with the Future Generations Podcast:   Instagram:  https://www.instagram.com/futuregenpodcast   Facebook: https://www.facebook.com/futuregenpodcast/     About Dr. Stephanie Wigner: Dr. Stephanie Wigner is a chiropractor, entrepreneur, and founder of The Wealthy Practitioner. She owns five health and wellness clinics on the East Coast and runs a coaching company that helps health and wellness practitioners build businesses that are aligned with their soul, values, and family life.   Rooted in a mission of generational health and generational wealth, Stephanie is obsessed with activating people into their highest potential so they can expand their impact, income, and freedom without burning out. Through her clinics, coaching programs, and live events, she blends identity work and mindset with practical strategy, guiding purpose-driven practitioners to create businesses and lives that actually feel as good as they look. The desire to go off grid and have the ability to grow your own food has never been stronger than before. No matter the size of your property, Food Forest Abundance can help you design a regenerative layout that utilizes your resources in the most synergistic and sustainable manner. If you are interested in breaking free from the system, please visit www.foodforestabundance.com and use code "thefuturegen" to receive a discount on their incredible services.   Show your eyes some love with a pair of daylight or sunset (or both!) blue-light blocking glasses from Ra Optics. They have graciously offered Future Generations podcast listeners 10% off any purchase. Use code FGPOD or click here to access this discount, and let us know how your glasses are treating you!   One of the single best companies whose clean products have supported the optimal wellness of our family is Earthley Wellness. Long before there was a 2020, Kate Tetje and her team have stood for TRUTH, HEALTH and FREEDOM in ways that paved the way for so many of us. In collaboration with this incredible team, we are proud to offer you 10% off of your first purchase by shopping here.   Are you concerned about food supply insecurity? Our family has rigorously sourced our foods for over a decade and one of our favorite sources is Farm Match and specifically for San Diego locals, "Real Food Club PMA". My kids are literally made from their maple breakfast sausage and the amazing carnitas we make from their pasture raised pork. We are thrilled to share 10% off your first order when you shop at this link.   Another important way to bolster food security is by supporting local ranchers. Our favorite local regenerative ranch is Perennial Pastures. They have the best nutrient-dense meats that are 100% grass-fed and pasture-raised. You can get $10 off of your first purchase when you use the code: "FUTUREGENERATIONS" at checkout. Start shopping here.

https://hub.controlandcompound.com/business-masterclass-webinar-replay   John D. Rockefeller didn't just build one of the largest fortunes in history – he built a system that allowed his wealth to last for generations.   In this episode of Control and Compound, Darren and Christina are doing a financial autopsy on Rockefeller and how he built his fortune through discipline, ownership, reinvestment, vertical integration, and control of capital. They also explain how the Rockefeller family preserved wealth using life insurance, trusts, and family governance.   The big lesson? Building wealth is one thing. Structuring it properly so it can continue for generations is another.   Show notes:   00:00 - Introduction 01:41 - How Rockefeller Built His Fortune 05:54 - The Business Lessons Anyone Can Copy 09:06 - Why Controlling Capital Matters 12:40 - Borrowing Against Assets vs Selling Them 13:23 - How Rockefeller Preserved Wealth for Generations 17:51 - The Biggest Takeaway for Business Owners FIND US ON:   INSTAGRAM: https://www.instagram.com/controlandcompound_   TIKTOK: https://www.tiktok.com/@controlandcompound?lang=en   LINKEDIN: https://www.linkedin.com/company/darren-mitchell-associates-inc/?viewAsMember=true   BOOK A CALL WITH US NOW: https://www.controlandcompound.com/contact-us  

This week on Black Men Sundays, Corie Murray sits down with Phil Ganz, Certified Mortgage Planning Specialist and Founder & President of Next Wave Mortgage, for a powerful conversation on homeownership, real estate investing, and building generational wealth.With more than 24 years of experience in residential financing, Phil shares why homeownership remains one of the most effective wealth-building tools available, the biggest mistakes first-time homebuyers make, how down payment assistance programs can help families get started, and why waiting for the "perfect" market could cost you more than you realize.From buying your first home to creating a long-term real estate strategy, this episode is packed with practical advice for anyone looking to build wealth, create financial freedom, and leave a lasting legacy for future generations.One home. One decision. One legacy. The journey to generational wealth may be closer than you think.

Listen and subscribe to Money Making Conversations on iHeartRadio, Apple Podcasts, Spotify, www.moneymakingconversations.com/subscribe/ or wherever you listen to podcasts. New Money Making Conversations episodes drop daily. I want to alert you, so you don’t miss out on expert analysis and insider perspectives from my guests who provide tips that can help you uplift the community, improve your financial planning, motivation, or advice on how to be a successful entrepreneur. Keep winning! Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Dr. Joaquin Wallace.

Learn why financial literacy is the key to preserving generational wealth and how to prepare heirs to manage, grow, and sustain family assets long-term. Featuring WHZ Associate Vice President, Wealth Advisor Jonathan Mathews, CFP®.READ THE COMPANION BLOG POST >- Subscribe to the You and Your Money podcast- Follow us on Facebook, Instagram, LinkedIn and YouTube- See how we can create a tailored financial strategy to help you live with Absolute Confidence, Unwavering Partnership, For Life: whzwealth.com 

In the Season 8 finale of More Than The Bag, I discussed a powerful principle that many believers overlook: before God releases increase, He often develops our capacity to manage it.This episode focused on biblical financial stewardship, tithing, planning, faithfulness, and counting the cost. I shared how honoring God with what He has already entrusted to us positions us for greater opportunities, greater influence, and greater Kingdom impact.Whether you're believing God for financial increase, business growth, a new opportunity, or simply greater responsibility, stewardship matters. God is looking for faithful stewards who can be trusted with more.Scriptures Referenced:• Proverbs 21:5 NLT – Planning Leads to Prosperity• Proverbs 3:9-10 NLT – Honor God with the First and Best• Luke 16:10-11 NLT – Faithfulness Matters• Matthew 25:21 NLT – Multiply What God Gives You• Luke 14:28-30 NLT – Count the Cost• Malachi 3:10 NLT – The Principle of TithingThank you for joining me throughout Season 8. I pray this episode challenged, encouraged, and equipped you to increase your capacity for all that God desires to place in your hands.Stay Anchored™Connect with Dr. Kerrie Carter-Walker

Word for Today:‭‭Proverbs‬ ‭13‬:‭22‬ ‭NIV‬‬A good person leaves an inheritance for their children's children, but a sinner's wealth is stored up for the righteous.ReflectionGod doesn't bless us merely for our own comfort or enjoyment. He often blesses us so that what He starts in our lives can continue to generations after us.

Listen and subscribe to Money Making Conversations on iHeartRadio, Apple Podcasts, Spotify, www.moneymakingconversations.com/subscribe/ or wherever you listen to podcasts. New Money Making Conversations episodes drop daily. I want to alert you, so you don’t miss out on expert analysis and insider perspectives from my guests who provide tips that can help you uplift the community, improve your financial planning, motivation, or advice on how to be a successful entrepreneur. Keep winning! Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Dr. Joaquin Wallace.

Listen and subscribe to Money Making Conversations on iHeartRadio, Apple Podcasts, Spotify, www.moneymakingconversations.com/subscribe/ or wherever you listen to podcasts. New Money Making Conversations episodes drop daily. I want to alert you, so you don’t miss out on expert analysis and insider perspectives from my guests who provide tips that can help you uplift the community, improve your financial planning, motivation, or advice on how to be a successful entrepreneur. Keep winning! Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Dr. Joaquin Wallace.

What would you do if you lost a parent and suddenly inherited a massive amount of money? What feelings might it bring up for you? Who do you talk about it with? OR: what if you were a recipient of the Great Wealth Transfer, where $34 trillion in investable assets are moving into women's hands by the end of this decade? Even though many people say they would love to be in that position, it does come with its unique challenges. Marina Pearson knows exactly what those challenges are.  Having walked the path of inheriting wealth herself over the past 15 years and having worked with women from all over the world, she deeply understands the often-unspoken emotional and identity challenges that can accompany it.  And this is something the wealth industry completely misses. Marina is the founder of Unshackled Wealth™, an investor, author, speaker, guide, and host of the She Who Inherits podcast.  Today, she helps female inheritors move from survival, uncertainty, into sovereignty, self-trust, and aligned wealth stewardship, so they can lead their wealth, and their lives with confidence and purpose. Once you listen to this conversation, you will leave with a deeper appreciation of how powerful inherited scarcity can be, and the specific factors required to shift into stewardship. Get the transcripts and learn more on my website: www.ishavela.com/podcast   Discover where you are on your rite of passage as a female inheritor and wealth holder. Start by taking the quiz here: https://bit.ly/SWIQuiz Join Marina inside The Velvet Lounge, an intimate and complimentary monthly salon for women ready to explore the wealth conversations that rarely happen, but that change everything:https://bit.ly/velvetlounge Ready to move money like a matriarch? Access FLOW, my free email mini course that'll change how you think about financial stewardship forever and have you moving money like a matriarch within the week: https://links.eschub.com/widget/form/TvsJJKnkNzW8C3R7VGUH     Download SOVEREIGN WEALTH, my complete matriarchal guide to build an indigenous matriarchal money system in intentional community: https://alchemy.ishavela.com/sovereign_wealth   Download ROOTED TO RISE, my step-by-step matriarchal blueprint on how to structure your business finances to support lineage level wealth: https://info.ishavela.com/rooted-to-rise   Apply to book your customized, complimentary financial strategy session: https://www.vortex-collective.com/client-intake   Apply to join my coven of financial revolutionaries on a mission to create lineage and legacy wealth: https://www.vortex-collective.com/expansion-intake   Access free content on my YouTube channel: https://www.youtube.com/@wakingup_wealthy

How Marcia Davis Built a Multi-Restaurant Empire From St. Louis to Atlanta | Portrait on a PlateMarcia Davis | Owner, Multiple Restaurants & Event Centers (Atlanta, GA)Instagram: @MarciaJuryDavis | @BadassMarketingChickRestaurant: Esco Marietta (IG: Esco Marietta)Connect & Book: Marcia@PortraitOnAPlate.com"You can't really stay in the business to have it grow. You have to train people, put them in place." — Marcia DavisWhat does it take to run multiple restaurants, event centers, and once 37 Airbnbs without burning it all down? On this episode of Diversified Game, Kellen Coleman sits down with Marcia Davis, restaurateur and entrepreneur who moved from St. Louis to Atlanta with her husband Chef Mark Davis and built a self-taught empire from a 2011 catering company.Marcia breaks down the difference between owning a ton of businesses and owning five successful ones, why she moves slow and strategic, how she mastered payroll, hiring, and systems through trial and error, and why she sold off her Airbnb arbitrage at the right time. We get into raising kids with an ownership mindset, putting them out at 18 to learn real life, community give-backs, and why she still answers her own DMs for free.No celebrity hookup. No overnight hype. Just systems, discipline, and generational thinking.Learn the mindset and moves that lead to real results. Please visit my website to get more information: http://diversifiedgame.com/

What if building wealth was exactly like building a house? In this episode of The How To Show, Gino Barbaro breaks down the five stages of building a financial house and explains why most people fail to create lasting wealth. Many people jump straight into investing, crypto, real estate, or business opportunities without first building a strong financial foundation. The result? Their financial house eventually crumbles. Using a simple yet powerful framework, Gino explains how true wealth is created through a step-by-step process that prioritizes stability, education, protection, cash flow, and legacy. Whether you're just beginning your financial journey or looking to strengthen your existing strategy, this episode provides a roadmap for building wealth that lasts. What You'll Learn • The difference between being rich and being wealthy • Why financial foundations matter more than investments • How to build financial stability before taking risks • The role of cash flow, investing, and asset protection • How to create long-term and generational wealth • The 5 stages of building a financial house Timestamps 00:00 Introduction: Rich vs Wealthy 01:30 Why Most People Build Wealth Wrong 04:20 Stage 1: Financial Foundation 10:05 Stage 2: Building Your Financial Framework 16:15 Stage 3: Protecting Your Wealth 19:20 Stage 4: Creating Cash Flow & Assets 26:50 The Maserati Mike Story 30:15 Stage 5: Legacy & Estate Planning 35:00 Financial House Assessment Exercise 39:15 Identify Your Weakest Wealth Stage 41:30 Wealth Building Action Steps 44:15 How to Build Generational Wealth 46:00 Final Takeaways & Closing Thoughts What to lear more about multifamily? Go to: https://wheelbarrowprofits.com/ We're here to help create real estate entrepreneurs... About Jake & Gino: Jake & Gino are multifamily investors, operators, and owners who have created a vertically integrated real estate company. They control over $350M in assets under management. Connect with Jake & Gino here --> https://jakeandgino.com. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Key Takeaways: Wealth Must Keep Moving: Wealth is not something you simply hold onto forever. Like a river, it needs care, attention, and wise management to keep growing and supporting others. Think Beyond One Generation: A strong generational mindset sees wealth as a responsibility, not just ownership. The focus is on stewardship and creating lasting value for future generations. Protect the Principles Behind Wealth: Many families lose wealth over time because later generations forget the habits and values that created it. Keeping those principles alive is essential. Stay Accountable and Keep Learning: Economic conditions change constantly. Adapting, improving skills, and taking responsibility are important for maintaining long-term success. Character Matters as Much as Money: Lasting wealth requires both financial knowledge and strong character. Teaching values, discipline, and wisdom is just as important as teaching money management.  Chapters: Timestamp Summary 0:00 Generational Wealth: Flow, Mindset, and Stewardship 8:22 Generational Wealth and the Breakdown of Financial Wisdom 12:44 Defining Self Through Journaling and Conscious Attention Management 16:18 The Illusion of Individualism and the Importance of Stewardship 20:20 Generational Accountability and Economic Challenges 23:09 Stewardship of Wealth and Character for Generational Legacy 31:15 Embrace Growth and Overcome Discomfort for Financial Success   Powered by Stone Hill Wealth Management   Social Media Handles    Follow Phillip Washington, Jr. on Instagram (@askphillip)   Subscribe to Wealth Building Made Simple newsletter https://www.wealthbuildingmadesimple.us/   Ready to turn your investing dreams into reality? Our "Wealth Building Made Simple" premium newsletter is your secret weapon. We break down investing in a way that's easy to understand, even if you're just starting out. Learn the tricks the wealthy use, discover exciting opportunities, and start building the future YOU want. Sign up now, and let's make those dreams happen!   WBMS Premium Subscription   Phillip Washington, Jr. is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

Just my beliefs about what generational wealth means, and how in attributes to your life

What happens when a sudden windfall meets poor planning? This episode explores how business owners, retirees, and high-net-worth families can approach generational wealth, tax efficiency, and income planning. Raj Shah and Rick Borek discuss structuring large liquidity events, minimizing estate tax exposure, and using tools like trusts and life insurance strategies to transfer wealth. They also examine how priorities shift at higher net worth levels—favoring preservation, predictability, and tax awareness over risk-taking—while highlighting the role of proactive tax planning in long-term financial outcomes. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner.See omnystudio.com/listener for privacy information.

What if the blueprint for building wealth hasn't changed in over 5,000 years? In this episode, Gino Barbaro breaks down the timeless principles from one of the most influential personal finance books ever written: The Richest Man in Babylon. While most people believe wealth creation is complicated, involving stock picking, market timing, economic cycles, and advanced investing strategies, the truth is much simpler. The foundation of wealth starts with habits. In this episode, Gino walks through the famous "Seven Cures for a Lean Purse" and explains how they apply to modern investing, entrepreneurship, real estate, financial planning, retirement, and creating long-term generational wealth. Whether you're just beginning your financial journey or looking to strengthen your wealth-building foundation, this episode provides timeless principles that still work today. Timestamps 00:00 – The Wealth Blueprint That Has Worked for 5,000 Years 01:28 – The First Cure: Pay Yourself First 05:54 – The Second Cure: Control Your Spending 07:40 – The Third Cure: Make Your Money Multiply 10:33 – The Fourth Cure: Protect Your Wealth 12:23 – The Fifth Cure: Make Your Home a Profitable Investment 16:06 – The Sixth Cure: Ensure Future Income 17:40 – The Seventh Cure: Increase Your Ability to Earn 19:17 – Practical Wealth-Building Exercises 20:00 – Create a Budget and Track Your Spending 22:30 – Finding the Right Investment Vehicle 24:12 – Avoiding Lifestyle Inflation 26:10 – Open Your First Investment Account 28:00 – Why Financial Education Matters 29:05 – The Importance of Tracking Net Worth 30:05 – Final Thoughts on The Richest Man in Babylon This episode is brought to you by Wheelbarrow Profits. Want to learn how successful investors create passive income, build financial freedom, and scale their wealth through multifamily real estate? Visit Wheelbarrow Profits to access educational resources, training, coaching, and tools designed to help investors take control of their financial future. We're here to help create real estate entrepreneurs... About Jake & Gino: Jake & Gino are multifamily investors, operators, and owners who have created a vertically integrated real estate company. They control over $350M in assets under management. Connect with Jake & Gino here --> https://jakeandgino.com. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

✅ Join our Thrive Tribe! https://thrivetoday.com/ Learn more about our Thrive Today Membership: https://thrivetoday.com/pages/membership In this episode of Thrive Today, host Natalie Born sits down with Dr. Robert Watkins, CEO of Conquer Worldwide, for a conversation centered around building wealth, leadership, relationships, and the people we allow close to us. Together, they discuss how proximity, emotional decisions, and unhealthy financial habits can either help or hinder long-term success. This episode explores the difficult but necessary conversations surrounding wealth building, boundaries, stewardship, leadership, and the importance of protecting your vision from unhealthy distractions. Dr. Watkins shares practical wisdom on navigating relationships, leadership pressures, financial discipline, and creating opportunities for future generations. [00:00 – 00:00:45] Podcast Introduction & Welcome Natalie welcomes listeners to the Thrive Today podcast Introduction to Dr. Robert Watkins and today's topic on wealth building Overview of leadership, stewardship, and financial growth conversation [00:00:45 – 00:02:08] Relationships, Leadership & Wealth Building Family and friends can sometimes become obstacles to financial growth The people closest to leaders can become their biggest blessings or distractions Leadership failures often stem from unhealthy proximity and influence [00:02:09 – 00:04:00] Protecting Vision & Creating Boundaries Importance of discernment when building wealth Why leaders must evaluate who has access to them Financial growth often requires difficult relationship boundaries [00:04:01 – 00:06:15] Leadership Responsibility & Stewardship Stewardship over influence, finances, and opportunities The responsibility leaders carry for future generations How leadership impacts families, businesses, and communities [00:06:16 – 00:09:20] Financial Discipline & Healthy Habits Avoiding debt and unnecessary financial entanglements Learning to make disciplined decisions instead of emotional ones Why consistency matters in long-term wealth building [00:09:21 – 00:12:10] Environment, Mindset & Personal Growth Environment shapes mindset and financial outcomes The importance of personal development and wisdom Protecting mental and emotional peace while pursuing success [00:12:11 – 00:15:20] Generational Wealth & Legacy Building wealth that impacts future generations Leadership as a tool for service and impact The importance of thinking beyond immediate gain [00:15:21 – 00:17:49] Access, Opportunity & Capital Discussion around access to financial resources and opportunities Encouragement for entrepreneurs and business leaders Overcoming fear surrounding growth and investment [00:17:50 – 00:18:40] Final Encouragement & Closing Thoughts Encouragement for listeners pursuing financial growth Resources available through Conquer Worldwide Natalie shares Thrive Today resources and coaching opportunities Key Quotes: “The people closest to you can become your biggest blessing or your biggest danger.” – Dr. Robert Watkins “Most leaders fall because of the wrong people around them.” – Dr. Robert Watkins “You have to protect your vision with wisdom and boundaries.” – Dr. Robert Watkins Resources & Links: Thrive Today: https://thrivetoday.com Conquer Worldwide: https://conquerworldwide.com/ If this episode encouraged you, share it with a friend, entrepreneur, or leader working toward building wealth with wisdom and intentionality. Be sure to subscribe to Thrive Today for more conversations centered around leadership, faith, growth, and purpose.

In this powerful episode of Dope Interviews, Warren Shaw sits down with author, wealth management executive, philanthropist, and leadership strategist Ashley Varnado for one of the most transparent conversations we've ever had.Ashley shares her journey from a small town in Mississippi to managing multi-billion-dollar portfolios, becoming one of the few Black women in wealth management, and navigating the pressures of being a first-generation corporate executive. She opens up about generational wealth, trust funds, philanthropy, burnout, unhealthy ambition, surviving three strokes, and the life-changing decision to step away from corporate America for what she calls a “Radical Sabbatical.”This episode is a masterclass on wealth, leadership, resilience, mental health, purpose, and redefining success.If you've ever felt pressure to keep achieving, keep proving yourself, or keep moving the goalposts, this conversation is for you.#DopeInterviews #AshleyVarnado #GenerationalWealth #MentalHealth #LeadershipBecome a supporter of this podcast: https://www.spreaker.com/podcast/dope-interviews--5006633/support.Follow Dope Interviews on X: https://www.twitter.com/dope_interviewsFollow Warren Shaw on X: https://www.twitter.com/thewarrenshawFollow Warren on IG: https://www.instagram.com/thewarrenshawRock "Dope Interviews" gear: https://19-media-group.myspreadshop.comLooking to book a vacation? Our travel partner Exquiste Travel & Tours has you covered: Call 954-228-5479 or visit https://exquisitetravelandtours.com/Discover our favorite podcast gear and support the show—shop our studio must-haves on our Amazon Affiliate page! https://www.amazon.com/shop/19mediagroupWant to join the conversation or invite us to your platform? Connect with us and share your vision (budget-friendly collaborations welcome)!  https://bit.ly/19Guest

Most people think life insurance is just for when you die.But what if it's actually one of the most powerful wealth-building tools in America?In this powerful episode of Inside the Vault, Ash Cash sits down with Lindsay Smith — 7-figure insurance agency owner, author of Creating Wealth Through Life Insurance, and founder of The Wealthy Agent Community.This isn't just a conversation about policies.This is a masterclass on:• How life insurance really works • How wealthy families use it for leverage • Why most agents stay broke • The recession-proof blueprint for financial services • How to build a 6–7 figure insurance business • The annuity strategy nobody is talking about • Why 85% of agents fail in year one • How AI is transforming the insurance industry • The CEO mindset every agent must adoptLindsay breaks down the real game behind commissions, contracts, renewals, and how to build systems that generate organic leads without buying cold traffic.If you're an insurance agent struggling to grow…If you're thinking about getting licensed…Or if you want to understand how life insurance can create generational wealth…This episode is required viewing.

Protect your generational wealth by building a stronger foundation. Author Buddy Thomas shares his 50-year roadmap for holistic planning and active family estate planning that unites your legacy. Leaving an inheritance is easy. Passing on a sustainable, thriving legacy is incredibly difficult. Most wealthy and aspirational families spend millions on legal structures and tax loopholes, yet completely neglect the emotional and relational capital required to keep that wealth from dissolving across generations. In this episode of Safe Space, we are joined by veteran wealth strategist and author of Love Wisdom Money, Buddy Thomas. With over five decades of hands-on experience working directly with trustors, trustees, and beneficiaries, Buddy has witnessed firsthand why traditional financial planning fails. He reveals why placing love and wisdom ahead of the actual currency is the only way to meet both your legal and moral responsibilities as a family fiduciary. In this conversation, we solve for: The Currency Disconnect: Why passing down money without passing down the family values that gave it meaning creates a destructive legacy. The Power of Holistic Planning: How to engage in deep financial and estate planning that actively protects your family's relational health. Continuous Family Engagement: Practical frameworks to keep the next generation involved in ongoing conversations about wealth, fostering true alignment and cohesion. If you are a "Family Champion" or a leader managing a family office, Buddy's grounded, story-driven guidance provides a blueprint for true succession planning. It's time to stop looking at your legacy as a math problem and start building a generative ecosystem that safeguards your family's true wealth for decades to come. Connect with me here: • https://www.linkedin.com/in/francesco-lombardo-fea-496a7966/ • https://www.facebook.com/VeritageFamilyOffice • https://www.youtube.com/@VeritageInternational • https://veritage.ca  

The financial system is being rewired in real-time, and the blueprint for the next decade of wealth is being written. In this episode of Millionaire Mindcast, Matty A. breaks down the SEC's historic move to allow tokenized versions of stocks like Apple and Tesla to trade 24/7 on the blockchain. Discover why Congress's recent advancement of the Digital Asset Market Clarity Act is a permanent regulatory tailwind, and why Citi tied a $143,000 Bitcoin price target directly to its passing. Matty also explains the explosive 85% growth in the Real World Asset (RWA) tokenization market and what it means for the future of raising capital in real estate syndications. Learn the three critical moves you need to make right now to build your tokenization IQ and position yourself before institutional money completely takes over. Connect & Take Action:Wealth Intelligence Brief: Text "WIB" to 844-447-1555 to get Matty's free macro data, real estate intel, and crypto signals delivered to your inbox 3 times a week.Imagos Income Fund: Text "INCOME" or "DEALS" to 844-447-1555 to learn more about Matty A's private debt fund targeting 10% fixed returns paid out monthly.

Ryan Pineda and cohost Brian Davila sit down with Carlos Reyes to discuss the “Mexican Matrix,” entrepreneurship in Latino communities, blue-collar wealth creation, identity, faith, business scaling, and how Hispanic entrepreneurs can break generational limitations through community and ownership.⁣⁣Connect with Carlos - ⁣https://joinempresarios.com/⁣https://www.instagram.com/carlosreyes⁣__________⁣If you want to start your real estate investing business, we'll give you 1:1 coaching, seller leads, software, & everything you need. https://www.wealthyinvestor.com⁣⁣If you're a business owner who wants to get in peak physical shape, we can help! https://www.allproceo.com⁣⁣Join our private mastermind for elite business leaders who golf. https://www.mastermind19.com⁣⁣Join free Bible studies and workshops for Christian business leaders. https://www.tentmakers.us⁣__________⁣CHAPTERS: ⁣02:18 - Launching Empresarios Community⁣08:14 - Blue Collar Business Success⁣19:43 - Escaping The Mexican Matrix⁣30:05 - Scaling Trades Businesses Fast⁣41:43 - Blue Collar Millionaires Rising⁣45:08 - Why Influencers Sell Education⁣51:24 - Latino Upbringing & Entrepreneurship⁣57:03 - Why Minority Mentors Matter⁣01:16:06 - Faith Accountability & Leadership⁣01:27:17 - Peptides, Stem Cells & Health⁣01:39:20 - Learning English & Identity⁣01:44:18 - Breaking Cultural Cycles⁣01:48:14 - Final Thoughts

Hey lady! Are you ready to get your ish together once and for all? Then bust that notebook out, sis, because this week Dr. Dom and Terri have a powerhouse guest join them to drop gems on how to get your financial house in order so you can welcome great wealth and prosperity in your life for good!Rachel Rodgers is the founder and owner of Hello Seven, a multi-million dollar company that teaches diverse entrepreneurs how to earn more money and build wealth. She's written several books on how simple mindset shifts can generate long-lasting gains and she's here to offer more wisdom from her latest offering Future Millionaire: A Young Person's Step-by-Step Guide to Making Wealth Inevitable. Don't let the title fool you lady, this book is for all ages. In this episode Rachel offers a framework to help you get to the root of your financial ethos so that you can make decisions from a grounded and abundant place.Sometimes it's as simple as changing the internal dialogue from one of being broke to about to be rich. Making that shift can transform your financial life and put you in a position to build the life of your dreams.Rachel highlights the importance of community in building your best financial life. If you're looking for like-minded women to discuss the book and other issues that help you grow to your best self then head to Patreon where we gather for additional insights and resources. See you there! Quote of the Day:"No matter what your life or bank account looks like today, you can be wealthy."– Rachel Rodgers  Goal Map Like a Pro WorkbookCultivating H.E.R. Space Sanctuary  Where to find Rachel Rodgers:Website: Hello SevenBook: Future Millionaire: A Young Person's Step-by-Step Guide to Making Wealth InevitableInstagram: @rachrodgersesqLinkedIn: Rachel RodgersTwitter (X): @RachRodgersEsqFacebook: Rachel Rodgers  Resources:Dr. Dom's Therapy PracticeBranding with TerriMelanin and Mental HealthTherapy for Black Girls Psychology TodayTherapy for QPOC  Where to find us:Twitter: @HERspacepodcastInstagram: @herspacepodcastFacebook:See omnystudio.com/listener for privacy information.

Today's show is sponsored by Huion, makers of the Huion Kamvas 22 (Gen 3) — a 21.5" pen display with a gorgeous 2.5K screen and really smooth performance. Bottom line: it feels great to draw on — and it punches way above its price. • Check it out at https://comiclabshop.com • Use code COMICLAB5 for an exclusive 5% discount! (Valid through June 14th) Brad and Dave tackle a listener question that gets to the heart of creative careers: Can you make a living telling shorter stories, or does success demand long-form work? As always, the answer is equal parts practical advice and creative philosophy — grounded in real-world experience and delivered with ComicLab's signature mix of humor and honesty. TODAY'S SHOW • Can you build a career on individual short stories? • Market expectations around story length (comics, film, TV) and perceived value • Creative problem-solving as a business tool — making unconventional formats work • Strategies for packaging short stories (genre consistency, shared setting, through-lines) • Examples of experimental storytelling formats (anthologies, vignette structures) • PROMO: Huion Kamvas 22 (Gen 3) — features, workflow integration, and discount code ComicLab5 at https://comiclabshop.com • Estate planning for cartoonists — what happens to your IP after death? • Debate: Should creative work become public domain sooner? • Should kids continue your comic… or make their own work? • The reality of legacy comics vs. modern independent publishing You get great rewards when you join the ComicLab Community on Patreon$2 — Early access to episodes$5 — Submit a question for possible use on the show AND get the exclusive ProTips podcast. Plus $2-tier rewards.If you'd like a one-on-one consultation about your comic, book it now!Brad Guigar is the creator of Evil Inc and the author of The Webcomics Handbook. He is available for personal consultations. Dave Kellett is the creator of Sheldon and Drive. He is the co-director of the comics documentary, Stripped.

Legacy isn't about the money you leave behind—it's about the people you leave ready to lead, build, and succeed beyond you.In this episode of The $100M Entrepreneur Podcast, Brad breaks down what it really takes to build generational freedom and a business that outlives the founder. He explains why true legacy is built through multiplication—not just of wealth, but of people, values, leadership, and systems.Brad shares the three Ps of generational freedom—people, purpose, and process—and how entrepreneurs can create successors instead of replacements. From documenting culture and mentoring future leaders to building governance and succession plans, this episode is a blueprint for building a legacy enterprise that thrives for generations.Because the real measure of success isn't what you leave behind—it's who you leave ready.About Brad SugarsInternationally known as one of the most influential entrepreneurs, Brad Sugars is a bestselling author, keynote speaker, and the #1 business coach in the world. Over the course of his 30-year career as an entrepreneur, Brad has become the CEO of 9+ companies and is the owner of the multimillion-dollar franchise ActionCOACH®. As a husband and father of five, Brad is equally as passionate about his family as he is about business. That's why, Brad is a strong advocate for building a business that works without you – so you can spend more time doing what really matters to you. Over the years of starting, scaling and selling many businesses, Brad has earned his fair share of scars. Being an entrepreneur is not an easy road. But if you can learn from those who have gone before you, it becomes a lot easier than going at it alone.Please click here to learn more about Brad Sugars: https://bradsugars.com/Build a Business That Gives You More Time, Money & Life: Get The $100M Playbook: https://go.bradsugars.com/100m-playbook-ebook

In this episode, Magic Round Has Landed & The Lids Are Officially Off! The greatest weekend on the Australian calendar is here. 52,000 people in one stadium, $14 schooners, fake confidence multis and blokes already 11 beers deep by 1pm Friday. Pure heritage scenes.This week the boys cover everything from Magic Round injuries and Origin smokies to Group 1 disasters, football accountability and one of the all-time carry on's involving cancelling plans before the other person can. There's EPL previews, Ascot horses to follow, Pinjarra mail, scammer call-outs and a full breakdown of the West Ham robbery that nearly sent televisions through lounge room walls.Plus an investigation into grown men running shirtless through public areas like they're training for UFC 400. #WankerVibesMagic Round itinerary revealed + Magic Round preview, stats and bets. If your multi dies in the first leg this weekend don't worry… thousands of others will Stay up to date on our socials @coastalsportspod (0:00) Magic Round Is Here (4:21) Weekend Catch Up (6:10) Magic Round Player Injuries(6:44) State Of Origin Game 1 Contenders (12:41) Group 1 Punt Off Recap(18:00) Punting Telegram Winners & Scammers (19:23) Hayden's Ascot Horses To Follow (20:20) Pinjarra Early Mail(21:59) Football Accountability (22:46) West Hams Disallowed Goal Controversy (26:47) EPL Match Day 37 Preview (34:02) EPL Multi(34:40) When Your About Cancel Plans, But The Other Person Does(38:35) Blokes Who Run In Public Areas With No Shirt On #Wankervibes (41:21) Magic Round Itinerary (44:56) Sharks v Bulldogs (52:16) Rabbitohs v Dolphins(57:05) Tigers v Manly (1:01:27) Roosters v Cowboys (1:05:08) Storm v Eels (1:08:25) Titans v Knights(1:11:05) Warriors v Broncos (1:13:15) Panthers v Dragons(1:16:16) Generational Wealth

On this episode of Black Men Sundays, Corie Sylvester Murray sits down with author, speaker, and communications strategist Natasha Player to discuss parenting, affirmation, faith, healing, and generational wealth. From raising confident daughters to breaking cycles of trauma, Natasha shares powerful insights from her upcoming book “Mothers Affirm Your Daughters.” This conversation dives deep into motherhood, discipline, emotional intelligence, self-worth, and the words that shape a child's future.Join the movement and secure your copy of her book athttps://mothersaffirmyourdaughters.com/

Cait's driving mission is to dispel the myth that mothers must choose between ambition and presence, and to equip modern mothers with the tools they need to build profitable businesses and rich, meaningful home lives. Through her coaching company, media platform, and soon-to-launch tech ecosystem, she equips growth-minded women with the strategy, support, and community required to scale businesses, expand wealth, and rise in their leadership, all while navigating the messy, real-life realities of raising children. Connect with Cait: https://themillionairemother.com/ Follow Cait on Instagram Join Wealthy as a Mother Bootcamp Thank you so much for being here. This podcast exists because of the women who show up for these conversations and keep coming back. It genuinely means everything.Leave a review on Apple Podcasts and you could win a free mini consult with Cody. Each month one reviewer is chosen at random. It takes about a minute and it helps Create the Space reach the women who need it most. Connect with Cody: Instagram: @spacewithcody Website: spacewithcody.com Free Resource: Ready to shift the energy of your home? Start here with Five Shifts to Improve the Energy of Your Home, a free guide from Cody. Work with Cody: Explore ways to work together at spacewithcody.com© Create the Space with Cody Maher. All rights reserved.

The conversation delves into the importance of life insurance education and the impact of avoidance and misconceptions about life insurance costs. It also explores the lack of insurance education in schools and the wealth gap's influence on insurance understanding in black and brown communities. Additionally, it addresses the role of agents in insurance mistrust and the impact of captive agents on policy options. The discussion also covers the basics of health insurance, including ACA marketplace coverage and private health insurance, with considerations for self-employed individuals. Furthermore, it provides insights into term insurance and mortgage protection as part of life insurance basics. The conversation covers the topics of mortgage protection, term life insurance, living benefits, return of premium, and indexed universal life insurance (IUL). It delves into the importance of mortgage protection and term life insurance, the process of shopping for mortgage protection, and the detailed understanding of indexed universal life insurance (IUL) and its benefits. The conversation covers a range of topics related to insurance, including the analogy of Ramen noodles, the impact of pre-existing conditions, the importance of understanding debt and expenses, generational wealth and insurance, affordability, and the importance of starting early. The key takeaways emphasize the role of insurance in protecting both the living and the deceased, as well as the importance of education and understanding before making insurance decisions.TakeawaysInsurance educationImportance of life insurance Term life insurance for mortgage protectionLiving benefits of life insuranceReturn of premium optionIndexed Universal Life Insurance (IUL) Insurance is not just for when you die, it's also for protecting what you're building while you're alive and the people you love.Education and understanding are crucial before making decisions about insurance.Chapters00:00 The Cost of Life Insurance08:35 Insurance Company Mistrust20:40 Life Insurance Basics34:09 Shopping for Mortgage Protection42:38 The Ramen Noodles Analogy48:09 Generational Wealth and Insurance59:25 Affordability and the Importance of Starting Early

Longtime real estate investor decided that he was tired of paying attorneys and financial planners for setting up trusts, especially as the time and cost skyrocketed.  My guest today found that the time and costs started deterring business owners from creating estate plans.  Real estate savvy investor Oscar Vasquez joins me, and explains why he created software to assist in creating trusts for business owners, including real estate investors.  As every location has different trust requirements, many real-estate-owning Americans don't have an estate plan (which means their estate will go through probate).  Join me and Oscar and learn about avoiding probate with smart estate planning.

Longtime real estate investor decided that he was tired of paying attorneys and financial planners for setting up trusts, especially as the time and cost skyrocketed.  My guest today found that the time and costs started deterring business owners from creating estate plans.  Real estate savvy investor Oscar Vasquez joins me, and explains why he created software to assist in creating trusts for business owners, including real estate investors.  As every location has different trust requirements, many real-estate-owning Americans don't have an estate plan (which means their estate will go through probate).  Join me and Oscar and learn about avoiding probate with smart estate planning.

Listen and subscribe to Money Making Conversations on iHeartRadio, Apple Podcasts, Spotify, www.moneymakingconversations.com/subscribe/ or wherever you listen to podcasts. New Money Making Conversations episodes drop daily. I want to alert you, so you don’t miss out on expert analysis and insider perspectives from my guests who provide tips that can help you uplift the community, improve your financial planning, motivation, or advice on how to be a successful entrepreneur. Keep winning! Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Dr. Lynn Richardson. Renowned financial literacy expert, educator, and entrepreneur—joins Rushion McDonald for a wide-ranging, practical conversation about money mindset, financial mistakes, entrepreneurship, tax strategy, multiple streams of income, and estate planning. Blending personal storytelling with direct instruction, Dr. Lynn breaks down why many people struggle financially despite earning good money, and why education, planning, and conversation—not income alone—are the keys to wealth-building, particularly within the Black community. Her tone is candid, no‑nonsense, and empowering—earning her self-described reputation as the “Madea of money.” Purpose of the Interview The interview is designed to: Normalize “money-making conversations” in households, businesses, and communities Challenge myths about income, success, and financial security Educate listeners on practical, legal strategies for budgeting, taxes, business structure, and generational wealth Encourage financial transparency, planning, and action, especially among entrepreneurs and families Shift mindset from survival and spending to strategy and stewardship At its core, the interview reinforces that financial empowerment starts with education and honest dialogue—not luck, prayer alone, or higher income. Key Takeaways 1. More Money Does Not Fix Money Problems Dr. Lynn explains that earning more without changing behavior and mindset only magnifies financial issues. She shares her own journey of making tens of thousands per month while still living paycheck-to-Monday. Core lesson: Income is not the problem—money management is. 2. Silence and Shame Keep People Financially Stuck Many people avoid addressing financial trouble due to pride, fear, or cultural conditioning (“don’t air dirty laundry”). Dr. Lynn emphasizes that the first step to financial recovery is speaking up and facing reality. Core lesson:Financial healing begins with honesty—not hiding. 3. Money Is Predictable Math, Not Mystery Dr. Lynn demystifies money as a simple equation: if expenses exceed income, the outcome is guaranteed. Emotional avoidance turns math into bondage. Core lesson: “Money is more predictable than anything—one plus one always equals two.” 4. Children Are Financial Assets When Taught Properly She explains a powerful tax strategy: hiring children (or relatives) in a home-based business and paying them up to the IRS threshold tax-free, while teaching them skills and entrepreneurship. Core lesson:Children shouldn’t just consume money—they can learn how it works. 5. Most Entrepreneurs Are Undereducated About Business Dr. Lynn criticizes the rise of “janky businesses”—LLCs without proper structure, records, or protections—leaving owners exposed legally and financially. Core lesson:Talent without business education leads to unnecessary risk. 6. One Stream of Income Is Dangerous She strongly reinforces that relying on a single income source is no longer viable for financial security. Wealth requires multiple, independent income streams. Core lesson:Job security is not wealth security. 7. Estate Planning Is a Responsibility, Not a Luxury Dr. Lynn reframes estate planning as a life and legacy plan, not something only for the wealthy. Without a plan, the government decides what happens to your assets. Core lesson:Everyone has an estate—the question is who controls it. Notable Quotes “Money making conversations isn’t just a title—it’s a movement and a lifestyle.” “Rich people stay rich because they act poor. Poor people stay poor because they act rich.” “The first adjustment anybody needs to make is to open their mouth and talk to someone.” “One stream of income is hazardous to your wealth.” “If you don’t have an estate plan, the government has one for you.” “You spend the money and it’s gone. I spend the money and I get it back—legally.” Conclusion This interview positions Dr. Lynn Richardson as both a financial truth-teller and a practical strategist. Her message is clear: Wealth is built through education, planning, structure, and conversation Financial mistakes are common—but avoidable Generational wealth requires intentional action, not silence or hope The episode reinforces Money Making Conversations Masterclass as a platform not just for inspiration—but for execution and accountability. #SHMS #BEST #STRAWSteve Harvey Morning Show Online: http://www.steveharveyfm.com/See omnystudio.com/listener for privacy information.

Sitting down with Garrett Gunderson, a legacy and generational wealth expert, to give a step-by-step guide in how to create, set up, and build generational wealth for your family, just like the Rockefellers. In this video, Garrett gives the three steps to the Rockefeller Method, as well as some bonus steps that often get missed. This is a deep dive into how to structure Living Trusts, life insurance, and more for your family's dynasty plan.Watch the Interview on Youtube for Visuals - https://youtu.be/W-TBD3HIVoAWant a Whole Life Insurance Policy? Go Here: https://bttr.ly/bw-yt-aa-clarityWant Us To Review Your Permanent Life Insurance Policy? Click Here: https://bttr.ly/yt-policy-reviewWant More Free Whole Life Insurance Resources & Education? Go Here: https://bttr.ly/yt-bw-vaultLearn More About BetterWealth: https://betterwealth.comChapters:00:00 - Introduction to the Rockefeller Method01:24 - Current Financial Challenges02:18 - Family Financing and Trusts03:30 - Overcoming Scarcity Mindsets05:44 - Leveraging Cash Value and Lines of Credit07:46 - Success of the Rockefeller Book11:09 - MDRT - Million Dollar Round Table Award13:25 - Family Constitution18:04 - Step One: Establishing a Trust*Revocable Living Trusts*Privacy and Protection*The Role of Trustees*Establishing a "Family Bank"20:32 - Step 2: Strategic Life Insurance*Economic Value Replacement.*Whole Life Insurance Benefits*Replenishing the Trust28:20 - Step 3: The Family Constitution*Defining Values and Mottos*Funding Guidelines*The Trust Protector31:56 - Expanding the Method: Retreats and Offices*Family Retreats *Family Offices37:10 - Organizing Meaningful Family Retreats*Purpose of the Retreat*Three Essential Components41:15 - Rituals41:36 - Traditions42:58 - Symbols46:10 - Family Meetings54:17 - Content Trends and Social Media Strategy58:31 - Helping Others Gain Perspective01:04:47 - Conclusion and Final ThoughtsDISCLAIMER: https://bttr.ly/aapolicy*This video is for entertainment purposes only and is not financial or legal advice. Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

What if the most important financial conversation you ever have isn't with your advisor, it's with your kids? In Episode 186 of The Liquidity Event, AJ is joined by Charlotte Geletka, CFP and author of the children's book "Battery the Bulldog and the Funny Money Tree," for a wide ranging conversation about raising financially literate kids in a world where cash is disappearing and TikTok is handing out investment advice. Charlotte and AJ dig into when to start talking to kids about money, how to raise children who understand the value of hard work without shielding them from reality, and how to course-correct when your 8-year-old starts critiquing the star rating of hotel rooms. They also tackle the harder questions around inheritances, trust funds, and why financial literacy matters just as much at the top of the wealth ladder as it does at the bottom. The episode wraps with a practical breakdown of 529 plans, how grandparents and family members can contribute meaningfully, and a quick-fire round covering the worst money advice parents give, the right age for a first credit card, and whether meme stocks are a teaching tool or a gateway to a gambling problem. Topics covered: When and how to start talking to kids about money Raising financially grounded children in high net worth households Allowances, chores and kid-friendly financial tools like Greenlight Inheritances, trust funds, and spendthrift clauses 529 plans: who they work for, who they don't, and how to superfund them Generational wealth vs. generational knowledge Timestamps: 00:00 Intro and welcome to Charlotte Geletka 01:09 Charlotte's background, her CFP practice and the children's book 03:57 When should you start talking to kids about money? Earlier than you think 07:33 How the words adults use around money shape kids' relationship with it 09:20 How to raise kids who appreciate what they have without becoming spoiled 11:28 Chores, allowances, and giving kids real financial responsibility 16:38 Why kids are learning about money from Zillow and TikTok, whether you like it or not 19:10 Inheritances, trust funds and what happens when big money meets young adults 22:00 529 plans: AJ and Charlotte break down everything you need to know 28:01 Quick fire round: worst parent money advice, first credit cards and meme stocks

A substantial inheritance can be a gift or a challenge—it often comes down to how prepared the next generation is to manage it. With trillions expected to transfer in the coming decades, many families are asking a vital question: Will this wealth help or hinder my heirs? In this piece, the hosts of “Henssler Money Talks” examine the complex realities high-net-worth families face when passing wealth to the next generation and how the decisions made today can shape outcomes for years to come.Original Air Date: April 18, 2026Read the Article: https://www.henssler.com/too-much-too-soon-rethinking-how-wealth-is-passed-down  

This week's episode looks at how shifting priorities are showing up in both our personal lives and the broader financial landscape. From the rising cost of spring break—where family vacations are increasingly built around the kids—to the complex questions ultra-high-net-worth families face when passing wealth to the next generation, we explore how decisions today can shape outcomes for years to come.We also turn to the markets, where investors are weighing geopolitical tension and rising oil prices against encouraging inflation data and a rally that's pushed stocks to fresh all-time highs. And as always, we'll wrap with a listener question—this time on what to do with a long-term underperforming investment sitting on embedded gains in a taxable account.Join hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, and Kelly-Lynne Scalice, a seasoned communicator and host, on Henssler Money Talks as they explore key financial strategies to help investors navigate market uncertainty. Henssler Money Talks — April 18, 2026  |  Season 40, Episode 16Timestamps and Chapters9:09: Built for the Kids: The Evolution of Spring Break26:35: Guardrails for Generational Wealth41:24: Markets Reach All-Time High51:54: Listener Question: Underperforming Investment with Embedded GainsFollow Henssler:  Facebook: https://www.facebook.com/HensslerFinancial/ YouTube:  https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup “Henssler Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/ Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.See important disclosures at Henssler.com

Real estate is about more than just numbers; it is about the real estate between your ears. Kris Krohn explores the deep psychological motivation of building a legacy for your children and changing the financial future of your family forever. Discover why a clear vision and a psychological game plan are the most important tools in your investing toolkit.

Click Here to Get All Podcast Show Notes!Building generational wealth isn't about how much you make–it's about how you structure it for lasting growth. Are you ready to build wealth that spans generations? In this episode, Sharran reveals the nine-step system for building and preserving generational wealth. Taking lessons from the Vanderbilt and Rockefeller families, Sharran walks listeners through key strategies that not only protect wealth but multiply it across generations. He shares the essential tools and systems that ensure family wealth continues to grow without dilution. Sharran also discusses the importance of a family constitution, holding companies, and transfer restrictions to protect assets from unnecessary taxes, lawsuits, and poor decisions. In addition, he highlights the necessity of teaching the next generation the value of money, creating systems for them to manage, and developing their skills for future wealth-building.This episode is a must-listen for anyone serious about building wealth that lasts, whether you're just starting out or looking to preserve millions for the next generation.“Imagine you had a punch card with ten holes in it, and you could only make ten investments in your life, and nothing else. Wouldn't you take those investments extremely seriously? That is how wealth is really made; you make good decisions, and you hold them for a long period of time.”- Sharran SrivatsaaTimestamps:01:32 - The fall of the Vanderbilts and the success of the Rockefellers02:07 - The Dynasty Trust system for wealth transfer04:17 - The Walton family's holding company model05:17 - Life insurance as a liquidity engine for the family07:15 - The need for a family constitution09:11 - The Hearst family's trust and board structure10:18 - Transfer restrictions to keep businesses private13:03 - Long hold design and the importance of patience in wealth creation14:19 - Liquidity reserves and borrowing against assets17:01 - Next generation training: Teaching kids the value of moneyResources:- In 18 Minutes, You'll Understand Generational Wealth - https://youtu.be/UMiAzkNEM4U?si=sPq8iZgQOU4RZu6b - The Next Billion by Sharran Srivatsaa - https://sharransrivatsaa.substack.com/- Acquisition.com - https://www.acquisition.com/- Board Member: ARC Multifamily Real Estate Investing - https://arcmf.com/- Board Member: The Real Brokerage - https://www.joinreal.com/Connect with Sharran:- Facebook - https://www.facebook.com/likesharran- Instagram - https://www.instagram.com/sharransrivatsaa/- X - https://x.com/sharran- LinkedIn - http://www.linkedin.com/in/sharran- YouTube - https://www.youtube.com/channel/UCzpl_gT1bVB1iNZl9yQbWuA?sub_confirmation=1- Threads - https://www.threads.com/@sharransrivatsaa

Supreme Ecom's AC Hampton breaks down how he turned a dropshipping business into $1.8 million in six months—and why it's the smartest path to brand ownership. For more on Supreme E-com and show notes, click here Subscribe and watch Shopify Masters on YouTube!Sign up for your FREE Shopify Trial here.

In this episode, real estate expert Karel Sterling shares her journey from growing up in real estate in Mexico to becoming a successful investor and author. She discusses the mindset shifts necessary for success, organizational techniques for publishing a book, and how real estate professionals can capitalize on market changes.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

In this episode, real estate expert Russell Westcott shares his nearly 30 years of experience, strategies for building a long-term portfolio, and insights on leveraging partnerships, management, and market fundamentals to scale wealth through real estate.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

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In this episode of Money & Wealth, John Hope Bryant sits down with Greg Fleming for a powerful conversation on what it really takes to build—and keep—wealth across generations. From the legacy of John D. Rockefeller to modern-day wealth strategies, this episode breaks down how the ultra-wealthy think differently about money, investing, and long-term planning. Greg shares insider insight on how family offices work, why most people lose wealth over time, and the intentional moves required to make money last for generations. John keeps it real, calling out common financial mistakes, the dangers of “get rich quick” thinking, and why true wealth is built while you sleep—not just earned during the day. Whether you’re just starting your journey or already making money, this episode gives you the mindset and tools to turn income into lasting legacy. See omnystudio.com/listener for privacy information.

Marty sits down with Nick Nemeth to discuss how private equity firms have rendered 29 of the top 30 US life insurers technically insolvent through accounting fraud, offshore reinsurance shell games, and risky private credit investments that threaten to trigger a crisis larger than 2008. Nick on X: https://x.com/NickNemo17 Nick's Substack: https://mispricedassets.substack.com/ STACK SATS hat: https://tftcmerch.io/ Our newsletter: https://www.tftc.io/bitcoin-brief/ TFTC Elite (Ad-free & Discord): https://www.tftc.io/#/portal/signup/ Discord: https://discord.gg/VJ2dABShBz Opportunity Cost Extension: https://www.opportunitycost.app/ Shoutout to our sponsors: Bitkey https://bitkey.world/ Bitcoin 2026 - Las Vegas http://bit.ly/3NA9xQh OPNEXT https://tinyurl.com/tftc2026 CrowdHealth https://www.joincrowdhealth.com/tftc Unchained https://unchained.com/tftc/ Salt of the Earth: https://drinksote.com/tftc Join the TFTC Movement: Main YT Channel https://www.youtube.com/c/TFTC21/videos Clips YT Channel https://www.youtube.com/channel/UCUQcW3jxfQfEUS8kqR5pJtQ Website https://tftc.io/ Newsletter tftc.io/bitcoin-brief/ Twitter https://twitter.com/tftc21 Instagram https://www.instagram.com/tftc.io/ Nostr https://primal.net/tftc Follow Marty Bent: Twitter https://twitter.com/martybent Nostr https://primal.net/martybent Newsletter https://tftc.io/martys-bent/ Podcast https://www.tftc.io/tag/podcasts/

In this Centimillionaire fireside chat, Richard C. Wilson sits down with international asset protection expert and global entrepreneur Joel Nagel to unpack what it really takes to build, protect, and transfer generational wealth—legally, strategically, and globally. With over 34 years of experience across 40+ countries, Joel shares a rare behind-the-scenes look at how ultra-wealthy families structure their assets, think about risk, and design long-term legacy plans that can last for generations. This is not about hiding money—it's about doing things the right way, with transparency, compliance, and smart structuring that stands the test of time. Inside this episode, you'll learn:

In this powerful conversation, Wendy sits down with Allison Rose to talk about what it really looks like to break generational cycles, heal from fear-based parenting, and create a more connected home. Allison shares how Fresh Start Family helped her move out of reactivity, pressure, and survival mode, especially while navigating chronic illness, financial stress, and parenting three young kids. Together, Wendy and Allison explore how nervous system healing, compassionate discipline, and learning to trust your inner voice can transform not just your parenting, but your whole life. They also talk about faith deconstruction, healing from high-control religious environments, and why choosing connection over control changes everything. If you've ever known the old way isn't working, but needed hope that a new way is possible, this episode will meet you right where you are. ➡️ Head to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.freshstartfamilyonline.com/316⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠ for more info and links.

Starting a business was the last thing on David Royce's mind as a broke college student working a door-to-door sales side hustle. But while working in the unglamorous pest control industry, he discovered that ‘boring' businesses were quietly producing more millionaires than passion-driven or tech ventures. That insight drove him to build and sell multiple pest control companies, ultimately selling them for over a billion dollars in exit valuations. In this episode, David shares why boring, unsexy businesses are the real path to wealth and how to launch, scale, and sell one profitably. In this episode, Hala and David will discuss: (00:00) Introduction (02:32) Key Lessons from Door-to-Door Sales (06:06) Realizing Pest Control Could Scale (10:55) Is Passion Overrated in Entrepreneurship? (15:56) Why Unsexy Businesses Create More Millionaires (31:35) Evaluating Blue-Collar Business Opportunities (40:57) Developing Systems to Scale Your Business (51:22) Managing Equity, Exits, and Generational Wealth (01:01:41) Growth Mindset, Mentorship, and Longevity (01:09:05) Hiring A-Players and Leading at Scale (01:12:45) Designing Your Business for a Profitable Exit David Royce is a serial entrepreneur and founder best known for building and selling several companies in the pest control industry, most notably Aptive Environmental. Starting from scratch, he scaled the business to $500 million in annual revenue across 34 states and 5,000 cities before a successful exit in 2024. David is a member of YPO (Young Presidents' Organization) and serves as a mentor to aspiring entrepreneurs. Sponsored By: Indeed - Get a $75 sponsored job credit to boost your job's visibility at Indeed.com/profiting Shopify - Start your $1/month trial at Shopify.com/profiting. Spectrum Business - Keep your business connected seamlessly with fast, reliable Internet, Phone, TV, and Mobile services. Visit https://spectrum.com/Business to learn more. Northwest Registered Agent - Build your brand and get your complete business identity in just 10 clicks and 10 minutes at northwestregisteredagent.com/paidyap Framer - Publish beautiful and production-ready websites. Go to Framer.com/profiting and get 30% off their Framer Pro annual plan. Quo - Run your business communications the smart way. Try Quo for free, plus get 20% off your first 6 months when you go to quo.com/profiting Experian - Manage and cancel your unwanted subscriptions and reduce your bills. Get started now with the Experian App and let your Big Financial Friend do the work for you. See experian.com for details. Bitdefender - Start protecting your business today with Bitdefender Ultimate Small Business Security. Get 30% off your plan at bitdefender.com/profiting  Intuit - Start paying bills the smart way, not the hard way. Learn more at QuickBooks.com/billpay   Huel - Grab nutritionally complete meals you can drink. Get 15% off with code PROFITING at huel.com/PROFITING Resources Mentioned: David's LinkedIn: linkedin.com/in/david-royce  Main Street Millionaire by Codie Sanchez: bit.ly/-MainStreet  Active Deals - youngandprofiting.com/deals  Key YAP Links Reviews - ratethispodcast.com/yap YouTube - youtube.com/c/YoungandProfiting Newsletter - youngandprofiting.co/newsletter  LinkedIn - linkedin.com/in/htaha/ Instagram - instagram.com/yapwithhala/ Social + Podcast Services: yapmedia.com Transcripts - youngandprofiting.com/episodes-new  Entrepreneurship, Entrepreneurship Podcast, Business, Business Podcast, Self Improvement, Self-Improvement, Personal Development, Starting a Business, Strategy, Investing, Sales, Selling, Psychology, Productivity, Entrepreneurs, AI, Artificial Intelligence, Technology, Marketing, Negotiation, Money, Finance, Side Hustle, Startup, Mental Health, Career, Leadership, Mindset, Health, Growth Mindset, Passive Income, Online Business, Solopreneur, Networking

Patrick Bet-David breaks down the growing divide across U.S. states as some push to tax the wealthy while others move to eliminate income taxes entirely. The panel explores how tax policy impacts economic growth, migration, and why overtaxing high earners could drive businesses and residents out of key states.