Podcasts about high net worth

What's the secret behind building long-term wealth, creating a legacy, and thinking like a billionaire? In this powerful episode of the Jake & Gino Podcast, Gino sits down with Richard C. Wilson, founder of Family Office Club and Billionaires.com, to unpack the strategies, mindset, and structure behind the ultra-wealthy's most powerful wealth-building tool: the family office.Whether you're just starting out or already investing in real estate or businesses, this episode will show you how to think holistically, establish core values, and build a legacy plan that scales with you. Richard shares personal stories, insights from interviewing over 40 billionaires (including Tony Robbins, Mark Cuban, and Tim Draper), and how proximity to the right people transforms your financial future.We dive deep into wealth allocation, parenting with purpose, the power of extreme focus, and why creating a family office is no longer just for billionaires. Learn how to structure your assets, who to include on your team, and why investing in yourself is the most powerful move you can make.Want to take the next step toward financial freedom and legacy wealth? Watch now and learn how to start your own family office—even if you're not ultra-rich… yet. Chapters:00:00:00 - Introduction to Happy Money and Family Offices  00:01:53 - Building Your Family Office Team  00:02:48 - The Family Office Model Explained  00:05:49 - Common Mistakes in Starting a Family Office  00:07:44 - The Power of Proximity and Relationships  00:11:11 - Purpose Over Money  00:15:28 - Understanding Wealth and Family Dynamics  00:28:42 - Common-Sense Wealth Principles  00:32:40 - The Game of Wealth Creation  00:35:43 - Misconceptions About Billionaires00:41:33 - Richard's Final Takeaways & Where to Find Him   We're here to help create multifamily entrepreneurs... Here's how: Brand New? Start Here: https://jakeandgino.mykajabi.com/free-wheelbarrowprofits Want To Get Into Multifamily Real Estate Or Scale Your Current Portfolio Faster? Apply to join our PREMIER MULTIFAMILY INVESTING COMMUNITY & MENTORSHIP PROGRAM. (*Note: Our community is not for beginner investors)

The Question That Changed Everything SLAT vs ILIT for High Net Worth Estate Planning isn't just a legal distinction—it's a strategic decision that could determine how well your wealth serves your family, both now and for generations to come. https://www.youtube.com/live/CzyssnZbzD0 We were deep into a conversation with Andrew Howell, one of the foremost estate planning attorneys in the country, when he casually dropped a statement that made us pause: "I haven't drafted a new ILIT in over a decade." Wait… what? For those of us in the world of estate strategy, that kind of remark is the equivalent of a mic drop. And that's when we knew: the conversation around trusts and legacy planning has shifted in a fundamental way. He wasn't saying ILITs are obsolete—but that SLATs have become the preferred vehicle for families who want more than just a tax shelter. They want flexibility, values-based guidance, and multigenerational control. That one sentence reframed everything we thought we knew about irrevocable trust structures—and gave us a deeper commitment to educating families about their options. Why This MattersWhat Is a SLAT (Spousal Lifetime Access Trust)?What Is an ILIT (Irrevocable Life Insurance Trust)?SLAT vs ILIT for High Net Worth Estate PlanningAccess to FundsEstate Tax EfficiencyControl and FlexibilityLong-Term Legacy PotentialHow Dynasty Trusts Multiply the ImpactWhat This Means for YouBook A Strategy Call Why This Matters If you're a high net worth individual navigating the estate planning world, you already know: it's not just about minimizing taxes. It's about maximizing impact. You want your wealth to do more than sit in a trust. You want it to: Empower your family. Pass on your values. Stay protected from taxes, lawsuits, and family fragmentation. Serve as a guiding structure for generational growth. That's what today's article is about. We're unpacking SLAT vs ILIT for high net worth estate planning so you can: Understand the pros and cons of each structure. Learn how each trust operates in real-life scenarios. Discover which strategy aligns with your long-term legacy goals and family dynamics. And if you missed our previous post, The Pros and Cons of an ILIT, that's a must-read companion to this piece. It sets the stage for why SLATs are now stealing the spotlight. The stakes are too high to leave this decision to a boilerplate legal plan or a one-size-fits-all document. You deserve a legacy plan as unique and dynamic as the family you're building it for. Let's get into it. What Is a SLAT (Spousal Lifetime Access Trust)? Bruce and I have seen this firsthand: a SLAT is one of the most powerful tools for families who want access, flexibility, and control—while also removing assets from their estate. With a SLAT, you gift assets into an irrevocable trust for your spouse's benefit. This removes those assets (and any future growth) from your estate, reducing estate taxes and creating protection from creditors. But here's the real magic: Your spouse can access the trust assets during their lifetime. You (the grantor) can indirectly benefit from those assets. You can build in trust protectors, distribution trustees, and managers for increased control and long-term accountability. And here's where it gets even more powerful—many families are using SLATs as the foundation for their Family Bank strategy. That means the trust isn't just a vault—it's a lending institution. Your children or grandchildren can borrow from the trust to: Start a business Purchase a first home Fund their education But unlike a handout, these loans come with terms, accountability, and stewardship expectations. It's not entitlement—it's training. It's a way to extend trust and responsibility. Andrew emphasized that in states like Nevada, South Dakota, and Delaware, the flexibility of SLATs increases even more.

Jacob Sybrowsky is based in Provo Utah where he specializes in working with high net worth families on their investment mandates. On today's show we are talking about what ultra high net worth families are looking for when it comes to getting deals done. To connect with Jacob, visit diversify.com or email his directly at jsybrowsky@diversify.com. -------------**Real Estate Espresso Podcast:** Spotify: [The Real Estate Espresso Podcast](https://open.spotify.com/show/3GvtwRmTq4r3es8cbw8jW0?si=c75ea506a6694ef1)   iTunes: [The Real Estate Espresso Podcast](https://podcasts.apple.com/ca/podcast/the-real-estate-espresso-podcast/id1340482613)   Website: [www.victorjm.com](http://www.victorjm.com)   LinkedIn: [Victor Menasce](http://www.linkedin.com/in/vmenasce)   YouTube: [The Real Estate Espresso Podcast](http://www.youtube.com/@victorjmenasce6734)   Facebook: [www.facebook.com/realestateespresso](http://www.facebook.com/realestateespresso)   Email: [podcast@victorjm.com](mailto:podcast@victorjm.com)  **Y Street Capital:** Website: [www.ystreetcapital.com](http://www.ystreetcapital.com)   Facebook: [www.facebook.com/YStreetCapital](https://www.facebook.com/YStreetCapital)   Instagram: [@ystreetcapital](http://www.instagram.com/ystreetcapital)  

Watch & Subscribe on YouTubeAre you a business owner trapped in a high-income rat race, yearning for true financial freedom and a life of purpose?In this episode of the Money Ripples podcast, Chris Miles welcomes Krisstina Wise, host of the Wealthy Wellthy podcast and expert in helping business owners transform their profits into passive income. Krisstina shares her journey from poverty to financial success, and the hard-learned lessons that shaped her holistic approach to wealth.Krisstina reveals how she achieved financial independence through real estate investing, emphasizing the importance of building assets that generate passive income. She explains why passive income isn't truly "passive," but rather a form of non-working income that requires smart stewardship.The conversation delves into the critical balance between financial success and overall well-being. Krisstina recounts her personal health crisis, highlighting the dangers of hustle culture and the need to prioritize physical, mental, and emotional health alongside financial goals.Ready to break free from the entrepreneurial rat race and create lasting wealth that supports a truly rich life? Listen now to gain invaluable insights from Krisstina Wise on achieving financial freedom while maintaining balance and well-being.Key Takeaways3:14 Growing up poor and motivation for money5:18 Divorce and financial struggles as a single mom7:20 Awakening to the real money game8:43 Transition from selling to buying real estate11:20 Working income vs non-working income14:35 Health crisis from overworking and hustle culture19:10 Health as the number one financial assetMemorable Quotes"Passive income comes from assets. We have to have this journey of building assets and creating net worth through asset accumulation to have any chance of passive income.""I manage all my real estate, but I've got it down to a science now. It's passive relative to my working income because I make 3x the money from my passive income than I do from my working income, yet it takes one-tenth of the time.""In financial terms, my body's my number one asset. I treated my body terribly - I didn't sleep, I ate poorly. It came at a great cost."Resources MentionedMoney Ripples - https://moneyripples.com/Connect with KrisstinaWebsite - https://wealthywellthy.life/Instagram - https://www.instagram.com/krisstinawiseYouTube - https://www.youtube.com/@krisstinawiseKrisstina's Book, Falling For Money - https://www.amazon.com/dp/0692560904/

In this episode, Mark Ledlow is joined by Jennifer Laurence, an Estate Management Consultant in Private UHNW Service, and a Founder and President of Luxury Lifestyle Logistics. They discuss her role in estate management consultancy, focusing on operational logistics, standard procedures, and family management for high-net-worth individuals. Jennifer shares her insights into personalized service, the nuances of security for the ultra-wealthy, and the importance of protecting every aspect of a client's lifestyle. They also dive into Jennifer's passion for archery and how it serves as her personal therapy. Mark and Jennifer further delve into the critical need for risk assessment and the subtle complexities of maintaining privacy and security in the lives of affluent families.Learn about all this and more in this episode of The Fearless Mindset Podcast.KEY TAKEAWAYSEstate management for high-net-worth individuals requires personalized, holistic solutions beyond standard hospitality. Security is a spectrum: risk assessments and tailored strategies are essential for each client's unique profile. Privacy and confidentiality are major concerns for both clients and staff in luxury estate management. Every data point—utility bills, car titles, reservations—can be a vulnerability for high-profile individuals. The “circle of trust” must be carefully managed to balance service and privacy.QUOTES“We're serving individuals in their homes, and it's a very close, personable working relationship.” “Security risk is a spectrum. You have to understand what you can do internally, externally, and when it's right to bring in somebody full-time.” “Every single data point that you put your name on is ultimately a weak point for threat mitigation.” “You don't get to make your dinner reservations in your last name anymore. The world is too rich in data.” “Protective intelligence—that's the new era of security.”Get to know more about Jennifer Laurence through the links below.https://www.linkedin.com/in/jenniferlaurence/To hear more episodes of The Fearless Mindset podcast, you can go to https://the-fearless-mindset.simplecast.com/ or listen to major podcasting platforms such as Apple, Google Podcasts, Spotify, etc. You can also subscribe to the Fearless Mindset YouTube Channel to watch episodes on video.

Jul 21, 2025 – Explore high-net-worth dividend strategies in this special episode of Lifetime Planning, designed for experienced investors and financial professionals. Host Jim Puplava discusses recent tax law changes affecting portfolio...

Justin Bass, Senior Wealth Manager and Managing Director of MAI Capital Management, has spent the last three decades as an advisor for athletes and sports business professionals. We sat down with Justin to understand his approach to working with a unique client niche, and learn how he draws on both his passion for sports and knowledge of financial planning to offer targeted expertise to clients.

Estate planning is often complex and uncomfortable, but it's a conversation worth having. In this episode of KJH Insights: Women & Wealth, Sarah Bull of KJ Harrison and Corina Weigl, a trusted estate planning advisor, share thoughtful, practical guidance to help women navigate the many layers of planning for their family's financial future. From second marriages and shared assets to care responsibilities, family businesses, and legacy planning, they explore the real-life situations many women face, and why starting early, with the right support, can make all the difference.

In this episode of KJH Insights, Joel Clark, CEO, and Sarah Bull, Managing Partner & Portfolio Manager, reflect on the market's rebound since Q1, amid tariff threats and geopolitical uncertainty. They discuss the fading risk of recession, rising concerns about stagflation, and how KJH is positioning portfolios with a focus on quality and diversification in a volatile environment.

Are you struggling to connect with major donors and secure those game-changing gifts for your nonprofit? In this episode, I sit down with Ellen Christine Ruiters, a nonprofit leadership and fundraising consultant who has helped great causes raise over a billion dollars globally. Ellen shares her insights on building authentic relationships with high-net-worth donors and creating a strategic approach to major gift fundraising. Shifting the Mindset: From Asking to Partnering Ellen emphasizes the importance of viewing major donors as strategic partners rather than simply sources of funding. We explore: - Why today's donors want to be heard, understood, and involved in problem-solving - The power of engagement design in creating meaningful donor experiences - How to balance donor input with maintaining your organization's mission and direction Practical Strategies for Cultivating Major Gifts Discover actionable advice for nurturing relationships with potential major donors: - How to identify and engage with donors who are ready to increase their giving - The art of asking thoughtful questions and truly listening to donor motivations - Creating personalized stewardship plans that respect donors' preferences Leveraging Donor Insights for Organizational Growth Ellen shares a brilliant strategy for involving donors in your nonprofit's development: - How to conduct donor interviews that provide valuable feedback and insights - Using donor input to shape your organization's growth strategy - Turning engaged supporters into potential board members and major gift donors Whether you're new to major gift fundraising or looking to refine your approach, this conversation offers valuable insights to help you build stronger, more authentic relationships with your top supporters. Want to skip ahead? Here are some key takeaways: 06:28 Crafting Effective Donor Conversations Learn how to ask the right questions and truly listen to donor motivations, creating a foundation for meaningful partnerships. 19:38 Personalizing Donor Engagement Discover strategies for tailoring your approach to each donor's preferences and communication style. 30:47 Turning Donor Feedback into Action Explore Ellen's powerful technique for using donor insights to shape your organization's growth strategy and cultivate deeper commitment. Don't miss this opportunity to transform your approach to major gift fundraising and create lasting partnerships with your most impactful supporters. Resources One:One and Team coaching. Join my MasterMind Group. Listeners can have FREE access to my course. The Thriving Nonprofit Leader: https://theideallife.com/the-thriving-nonprofit-leader/ Ellen Christine Ruiters Ellen Christine understands the challenges of nonprofit leadership because she's been there. A nonprofit founder turned leadership and fundraising consultant, she has helped great causes raise over $1 billion globally. Through culture-building, high-net-worth donor strategies, and impactful storytelling, Ellen empowers nonprofits and their leaders to thrive. Her program, The Thriving Nonprofit Leader, helps organizations and their teams rediscover joy in their work while attracting more high-impact donors. Learn more at TheThrivingNonprofitLeader.com https://www.linkedin.com/in/ellen-christine-ruiters/ Connect with us on LinkedIn: https://www.linkedin.com/company/the-first-click Learn more about The First Click: https://thefirstclick.net Schedule a Digital Marketing Therapy Session: https://thefirstclick.net/officehours

What do elite wealth strategies and championship lacrosse have in common? More than you might expect.In this playbook-style episode, Graham Bergsma—Founder of G3 Wealth Strategies & Consulting Inc. and Head Coach of the Dutch Women's National Lacrosse Team—joins us to break down the surprising parallels between sport and financial strategy. From reading the field to anticipating future plays, Graham offers a masterclass in how advisors can support high-net-worth clients through forward-thinking, tax-efficient planning.With guest co-host Catherine Tam from the Discovery Series team, this conversation explores how top advisors build winning teams, leverage multidisciplinary collaboration, and turn blind spots into opportunities. Drawing from his experience both on the field and in the boardroom, Graham shares tactical insights for building trust, navigating complexity, and delivering results that go beyond numbers.Whether you're an advisor, team leader, or strategist at heart, this episode is packed with lessons on mindset, adaptability, and the importance of knowing when to lead—and when to pass.

Total Wealth & Wellness Radio

High net worth individuals often carry public profiles that make them uniquely vulnerable to cyber threats. From executives and celebrities to board members and influencers, their visibility—and the … Read More » The post Why High Net Worth Clients Face Great Cyber Risk appeared first on Insurance Journal TV.

High net worth individuals often carry public profiles that make them uniquely vulnerable to cyber threats. From executives and celebrities to board members and influencers, their visibility—and the … Read More » The post Why High Net Worth Clients Face Great Cyber Risk appeared first on Insurance Journal TV.

High net worth individuals often carry public profiles that make them uniquely vulnerable to cyber threats. From executives and celebrities to board members and influencers, their visibility—and the … Read More » The post Why High Net Worth Clients Face Great Cyber Risk appeared first on Insurance Journal TV.

In this episode of the Private Client Podcast, host Charlie Chami speaks with Scott Clay, Director of Together Premier, about the cultural perceptions of sales, the importance of a client-centric approach, and the unique challenges faced by high net worth individuals in securing financing.They discuss the role of specialist lenders, the urgency in property transactions, and the significance of maintaining strong relationships with clients and other professionals. Scott shares insights from his career journey, the value of an MBA, and offers advice for professionals looking to improve their client acquisition skills.Takeaways- Sales is viewed differently in the US and UK.- A mindset focused on helping clients leads to better outcomes.- It's crucial to speak to the right people at the right time.- Specialist lenders can provide solutions where traditional banks cannot.- Urgency in property transactions can create unique challenges.- Building relationships with other professionals is key to success.- Keeping promises is essential for client trust.- An MBA can provide valuable networking opportunities.- Understanding different business cultures enhances professional interactions.- Dealing with senior clients can simplify communication. Scott Clayhttps://www.linkedin.com/in/scottclay/ Private Client Networkhttps://www.privateclientnetwork.co.uk/ https://www.linkedin.com/company/private-client-network/ https://www.instagram.com/private_client_network/ https://www.youtube.com/@ThePrivateClientPodcast Host: Charlie Chamihttps://www.linkedin.com/in/charleschami https://www.glamis-ifa.co.uk/ Host: Simon Tuttonhttps://www.linkedin.com/in/simontutton/

The mortgage market continues to evolve, and so too does the answer to the question: what is a high net worth individual in today’s market? In this episode of the Mortgage Insider podcast, host Phil Spencer is joined by Stephen Moroukian, Head of Product and Proposition for Real Estate Financing at Barclays Private Bank, and Islay Robinson, founder and CEO of Enness Global. Together, they explore what brokers really need to know when supporting high net worth individuals. The discussion covers the growing use of shorter term mortgages and interest only mortgages, often used to support wealth structuring or for managing cash flow across complex portfolios. In addition, they highlight how traditional affordability checks rarely reflect the financial realities of clients with multiple income streams, differing levels of liquidity, offshore assets, or business holdings. The conversation also shines a light on how specialist private banks take a more holistic view, considering everything from bonus income and capital events to future earnings and lifestyle goals. From client expectations to marketing strategies, this episode is packed with insights for brokers looking to elevate their proposition in the high net worth space.See omnystudio.com/listener for privacy information.

In this conversation, Dylan Silver interviews Scott Kidd, a yacht captain turned multifamily real estate investor. Scott shares his journey from the unpredictable world of yachting to the more stable realm of real estate investing, emphasizing the importance of having a backup plan and the value of networking. He discusses the advantages of multifamily investments, the significance of building a strong team, and the challenges of balancing two careers. The conversation also touches on the dynamics of partnerships in real estate and the lessons learned from diverse experiences.   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 Alternative Allocations podcast episode, Christine and Tony discuss the evolving landscape of high-net-worth client demands, particularly their growing interest in alternative investments. Christine emphasizes the importance of advisors developing a strategic approach to alternatives, including the need for client education and the role of IWI in providing training and resources. The episode also highlights the challenges and benefits of incorporating alternatives into investment strategies and the rise of specialized teams in wealth management. Christine Gaze, CFP®, CIMA,® is the Founder and Managing Partner of Purpose Consulting Group, where she leads the development of innovative practice management programs that empower financial professionals to grow with purpose. Christine has held a variety of influential leadership roles across the financial services industry, including Head of Practice Management at TD Ameritrade, Managing Director of Professional Development at AllianceBernstein, National Sales Manager for Lending at Prudential Securities (now Wells Fargo), and Executive Director at Morgan Stanley. Christine specializes in research-driven insights and custom content that drive measurable business results. Purpose Consulting Group's signature program, Planning with Purpose™, equips advisors with the knowledge and confidence to make wealth planning central to their practice. Christine also leads development of the annual Changing Fee Landscape guide, the industry's go-to resource on financial planning fees. She has published a variety of white-label programs on high-performing teams, intergenerational wealth transfer, advanced planning advice for high-net-worth clients, and longevity planning. Passionate about lifelong learning and giving back, Christine also serves on several professional and community boards including The Community Fund of Darien and the Investments & Wealth Institute, where she is currently Board Chair. She lives in Darien, CT with her husband and two college-age children, and is always up for an adventure — especially if it involves hiking, biking, or discovering great food. Enjoying Alternative Allocations? Please take a moment to rate and review us. Your feedback helps us deliver more insightful episodes on alternative investments! Resources: Christine Gaze, CFP(R), CIMA(R) | LinkedIn Investments & Wealth Institute: Posts | LinkedIn Alternatives by Franklin Templeton Tony Davidow, CIMA® | LinkedIn

In this episode, Jason Ott, President of Aon Private Risk Management, and Diane Delaney, Executive Director of the Private Risk Management Association, spoke about the biggest cyber risks … Read More » The post EP. 103: Managing Digital Risks in the High-Net-Worth Space appeared first on Insurance Journal TV.

In this episode, Jason Ott, President of Aon Private Risk Management, and Diane Delaney, Executive Director of the Private Risk Management Association, spoke about the biggest cyber risks … Read More » The post EP. 103: Managing Digital Risks in the High-Net-Worth Space appeared first on Insurance Journal TV.

In this episode, Jason Ott, President of Aon Private Risk Management, and Diane Delaney, Executive Director of the Private Risk Management Association, spoke about the biggest cyber risks … Read More » The post EP. 103: Managing Digital Risks in the High-Net-Worth Space appeared first on Insurance Journal TV.

Our cohosts deliver a practical conversation on cultivating relationships with high net worth (HNW) donors. They explore how nonprofit organizations of all sizes can define what “high net worth” means in their context, identify aligned individuals, and thoughtfully steward them toward transformational giving.Tony Beall opens with a foundational point: “We need to define what high net worth means for our own organization—because it looks different depending on your size, mission, and goals.” This nuance sets the stage for a broader conversation that deconstructs common assumptions about wealth and reminds nonprofit professionals that big gifts are rooted in deep, intentional relationships—not cold outreach.Rather than chase only new wealth, Tony urges nonprofits to begin by mining existing donor data. “Let's start with who already cares about our mission. We can often elevate those relationships before even casting a wider net,” he shares. The advice is practical and encouraging, especially for smaller teams with limited capacity.Julia Patrick and Tony also touch on the human side of fundraising—empathy, trust, and consistency. Julia shares a personal story about securing her first $1 million donation, which came not over a fancy lunch, but at a modest cafeteria. “He told me he had grown up without enough to eat, and seeing all that food reminded him of how far he'd come. For him, that was luxury,” she recounts. It's a moving reminder that motivations are deeply personal—and often surprising.From prospecting strategies like leveraging SEC filings, Google Alerts, and local business journals to understanding the long timelines involved in major gift cultivation, the episode offers a balanced blend of emotional intelligence and tactical guidance.As Tony puts it, “Patience and consistency are what build trust—not just with donors, but with the broader community.” And that trust, over time, is what unlocks major gifts.00:00:00 Welcome to Fundraisers Friday00:00:20 Julia praises Tony's impact on the sector00:02:00 What does “high net worth” really mean?00:03:50 Why your organization needs its own HNW definition00:07:05 Start with your current donors00:10:15 Tools for identifying HNW prospects00:13:20 Using local journals and social registers00:18:10 Understanding donor motivations00:22:00 A powerful story about humility and generosity00:23:30 The two-year major gift timeline00:26:00 How trust drives long-term giving00:29:00 Closing thoughts and sponsor thank you#MajorGiftStrategy #DonorEngagement #NonprofitLeadershipFind us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

In this explosive episode, commercial real estate legends Bob Knakal and Rod Santomassimo reveal the counterintuitive strategies that transformed their careers — from cold-calling for years to making bold moves during market downturns. Learn how top brokers think differently and create systems that generate consistent success. Key TakeawaysPersistence pays off – Consistent and strategic follow-ups can lead to a $179 million deal.Coaching multiplies success – Top performers invest in coaching, recognizing that an external perspective and structured guidance can unlock millions in potential earnings.Long-term thinking wins – Prioritize strategic, patient decision-making over quick transactions, viewing each move as part of a broader career and wealth-building strategy.Don't miss these game-changing insights that could redefine your approach to real estate!Timestamps0:00 Whitney introduces Rod and Bob1:47 Long-term decision making2:54 The elite broker mindset3:49 Vetting brokers for High Net Worth families8:26 Building effective relationships10:22 Selling vs. listing buildings12:01 Strategy to win over clients13:30 Harry Macklowe and the $179 million sale 16:57 The importance of systems to brokers18:28 Leveraging AI20:17 Overcoming market challenges24:51 The secret to success32:04 Personal success metrics35:08 Main contributor to success36:26 Final thoughts and contact infoVISIT OUR WEBSITEhttps://lifebridgecapital.com/Here are ways you can work with us here at Life Bridge Capital:⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow

After a decade in banking, Estelle Dejean and her husband Devon Mohi started their own brokerage last year and have been rapidly growing their Queensland-based brokerage. In this episode of New Broker, host Annie Kane catches up with Dejean to find out how she's been building an aspirational brokerage and lifestyle brand, FINANS Brokers, for her clientele and how she serviced 90 clients in her first 12 months of business. Tune in to find out: Why she's expanding into commercial and asset finance. The importance of building a brand that stands out Why she's targeting influencers for referrals. And much more!

In this episode, Adam Olson breaks down the six essential purchases wealthy retirees make during their first five years of retirement—and why timing these decisions is critical. Drawing on years of experience working with high-net-worth clients, Adam reveals how strategic spending on Medicare supplement insurance, long-term care coverage, income-generating assets, home improvements, new vehicles, and travel planning can set the foundation for a sustainable and fulfilling retirement. Listeners will learn: • Why delaying these purchases can lead to higher costs, increased taxes, and missed opportunities. • How to navigate common misconceptions, like relying solely on Medicare or postponing home repairs until they're urgent. • The importance of the “GO-GO” phase of retirement and why early spending matters more than later. • Real-life strategies from the Red Zone Retirement Planning process, designed to help retirees align spending with long-term goals. Whether you're nearing retirement or years away, this episode provides actionable insights to help you avoid costly mistakes, prioritize key decisions, and make the most of your early retirement years. Smart planning and early investments aren't just about preserving wealth; they're about maximizing life's possibilities while you're healthiest and most active. “Retirement success isn't just about having enough saved; it's about knowing how to make the right decisions when you get there.” - Adam Olson Learn more about Adam Olson by visiting the following links: Facebook Personal Website Business Website -- Investing involves risk, including loss of principal.    Be sure to understand the benefits and limitations of your available options and consider all factors prior to making any financial decisions.  Any strategies discussed may not be suitable for everyone.  Securities and advisory services offered through Mutual of Omaha Investor Services, Inc. Member FINRA/SIPC.  Adam Olson, Representative.  Mutual of Omaha Investor Services is not affiliated with any entity listed herein.  This podcast is for educational purposes only and may include references to concepts that have legal and/or tax implications. Mutual of Omaha Investor Services and its representatives do not offer legal or tax advice. The information presented is subject to change without notice and is not intended as an offer or solicitation with respect to the purchase or sale of any security or insurance product. Mutual of Omaha Investor Services and its various affiliates do not endorse or adopt comments posted by third parties.  Comments posted by third parties are their own and may not be representative or indicative of other's opinions, views, and experiences.

When it comes to high-net-worth retirement planning, having a robust investment portfolio is only part of the equation. Without a comprehensive strategy for generating income, minimizing taxes, and protecting against volatility, you could leave your financial future and legacy exposed to unnecessary risks.  In this episode, SHP Financial's co-founder Derek Gregoire sits down with Planning Solutions Advisor Alina Osokhovska to explore what it really means to have a complete retirement plan—not just a portfolio. Alina shares insights on cash flow management, tax diversification, and proactive planning techniques that can add significant long-term value to your financial outlook.  In this conversation, you'll learn how a strategic mix of pre-tax, after-tax, and tax-free accounts can reduce your lifetime tax burden, how Roth conversions can help your portfolio recover in down markets, and how estate planning documents and gifting strategies can help preserve your legacy. In this podcast interview, you'll learn: Why a strong portfolio isn't enough—and what makes a full financial plan. How cash flow and tax planning work together to protect your retirement income. Factors to consider when pulling from taxable, pre-tax, or Roth accounts. How Roth conversions during market downturns can unlock long-term value. Why annual plan reviews and updated estate documents are essential to safeguard your legacy. Want the Full Show Notes? To get access to the full show notes, including audio, transcripts, and links to all the resources mentioned, visit SHPfinancial.com/podcast Connect With Us on Social Facebook LinkedIn YouTube

In this episode, Karen and Catherine discuss the financial impact of starting divorce from the courtroom versus the kitchen table — and why preparation is everything, especially in high-conflict and high net worth cases. They break down costly mistakes, emotional traps, and the importance of data-driven decisions over emotional reactions. Mentioned in the Episode: AMG National Trust article on financial planning in divorce - https://www.amgnational.com/navigating-the-complex-terrain-of-a-high-net-worth-divorce/  The Divorce Financial Portrait™ by My Divorce Solution - https://mydivorcesolution.com/  Have questions? Email us at WeChat@CK11.NET – we'd love to hear from you! Disclaimer: The information provided in this podcast is for educational and informational purposes only and should not be considered financial or legal advice. Please consult with professionals in the relevant fields for personalized guidance. The WeChat Divorce podcast (hereinafter referred to as the “WCD”) represents the opinions of Catherine Shanahan, Karen Chellew, and their guests to the show. WCD should not be considered professional or legal advice. The content here is for informational purposes only. Views and opinions expressed on WCD are our own and do not represent that of our places of work. WCD should not be used in any legal capacity whatsoever. Listeners should contact their attorney to obtain advice with respect to any particular legal matter. No listener should act or refrain from acting on the basis of information on WCD without first seeking legal advice from counsel in the relevant jurisdiction. No guarantee is given regarding the accuracy of any statements or opinions made on WCD. Unless specifically stated otherwise, Catherine Shanahan and Karen Chellew do not endorse, approve, recommend, or certify any information, product, process, service, or organization presented or mentioned on WCD, and information from this podcast should not be referenced in any way to imply such approval or endorsement. The third-party materials or content of any third-party site referenced on WCD do not necessarily reflect the opinions, standards or policies of Catherine Shanahan or Karen Chellew. WCD, CATHERINE SHANAHAN, AND KAREN CHELLEW EXPRESSLY DISCLAIM ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST. If you would like to obtain a typed transcript of this podcast episode, please email us at hello@mydivorcesolution.com. Please be sure to include the episode name in the transcript email request. Thank you! Learn more about your ad choices. Visit megaphone.fm/adchoices

About:Ignacio Rodriguez is a self-made and visually driven architect with an impressive portfolio of luxury real estate successes throughout Southern California. His firm, IR Architects, has designed a half-billion square feet of built high-end luxury homes ranging from 5,000 square-foot contemporary new-builds to 70,000 square-foot estates. Since launching IR Architects in 2012 at age 28, Ignacio has quickly become a vigorous force in the highly competitive world of Southern California luxury residential architecture. He places a strong emphasis on collaborating with clients to bring their visions and his designs to fruition by fusing his client-focused approach with a passion for providing functional, yet visually appealing, designs. More From IR Architects: Website: https://irarchitects.us Instagram: https://www.instagram.com/ir.architects Facebook: https://www.facebook.com/ignaciorodriguezarchitects X: Website: https://x.com/ir_architects LinkedIn: https://www.linkedin.com/company/ir-architects/ Pinterest: https://www.pinterest.com/irarchitects/s-rockingham/ SnapChat: https://www.snapchat.com/add/ir.architects More from us:Website: www.adppodcast.com Instagram: http://instagram.com/adppod_

In this comprehensive JREP session, we dive into the reality of Japan's education system, from elementary school and all the way to university - how getting into the "right" schools affects family choices on where to live, student housing for middle and high schoolers, as well as university students, what happens when spouses disagree on purchase budgets, financial literacy and the high net worth mindset.

A new wave of silver stackers is organizing a coordinated buying event, reviving interest in silver squeeze movements. A high-net-worth tech entrepreneur surfaced on Twitter, revealing he has pulled 12.69 million ounces of silver from COMEX over four months after shifting away from ETFs. Precious metals prices are climbing, with silver surpassing $34/oz and gold reaching a record $3,082.57/oz, while analysts suggest silver may soon outperform gold. Market trends indicate growing institutional interest in bullion, with signs of continued tightening in global silver supply and increased demand from major investors.

Total Wealth & Wellness Radio

In this episode of Insurance Town, host Heath Shearon sits down with Kevin Koone, a well-respected insurance professional with a fascinating career journey. Kevin shares how he transitioned from aspiring to work in the medical field to making his way through GIS mapping, janitorial work, and eventually finding his place in the independent insurance space.Heath and Kevin discuss:;✅ The challenges of commission-based sales and how he navigated early struggles.✅ High-net-worth clients—how he got into that niche and what makes them different.✅ How to handle tough conversations about rate increases and policy changes.✅ The importance of empathy, education, and building lasting client relationships.✅ The evolving role of leadership in independent agencies and the difference between personal and commercial lines service styles.Kevin also shares personal insights on faith, family, and the value of time in today's fast-paced world. Whether you're a seasoned agent or just starting, this episode is packed with real-life lessons and industry wisdom.Sponsors:A big thank you to our sponsors for making this episode possible!Smart Choice: Looking for a great partner to help grow your agency? Check out Smart Choice for all your agency needs.Canopy Connect: Want to simplify the way you collect client information? Visit UseCanopy.com/heath to see how Canopy Connect can help streamline your agency's processes.Olde School Marketing: For all your marketing and promotional needs, Olde School Marketing has you covered. Reach out today to level up your marketing game!

On this episode of the Evolve to Succeed Podcast, Ryan Bransome shares his unique journey from a local government employee to a professional butler, and eventually the founder of U-Crew.  He discusses the challenges he faced, including mental health struggles and the lessons learned from high net worth individuals.  Ryan reflects on the demanding nature of being a butler, the insights gained from working with successful people, and the decision to transition into entrepreneurship.  Ryan emphasises the importance of asking for support, and his aspirations for the future of U-Crew and beyond.   This episode of the Evolve to Succeed Podcast covers… Insights from working as a butler for high net worth individuals. U-Crew and its aim to change the recruitment landscape. How funding is a significant challenge for startups. The importance of networking. Why asking for help is a strength, not a weakness. The importance of being present and enjoying the journey.   Chapters 00:00 Introduction 01:54 From Local Government to Butler Life 06:44 Mental Health 09:55 The Transition to Butler Profession 11:51 Experiences in the Butler World 15:10 Lessons from High Net Worth Individuals 18:41 Risk, Reward, and Business Insights 22:08 Extreme Situations as a Butler 24:09 Deciding to Start U-Crew 26:38 Recruitment Challenges During COVID 31:22 The Funding Journey 37:44 Building a Network 43:28 Future Aspirations 45:31 Personal Reflections  

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the essential steps to creating a comprehensive financial plan designed for high-net-worth retirement. Joined by Nick Hymanson, CFP®, they walk through the emotional and financial transition from accumulating wealth during your working years to distributing that wealth to fund your retirement. They tackle the critical components of financial planning for retirement, including risk management, retirement income planning, and investment strategies that allow you to retire comfortably and confidently.Listen in to learn about how a solid retirement investment strategy, focused on the Three Bucket Strategy, can help reduce sequence of returns risk and provide clarity and peace of mind. With today's market volatility and increasing long-term care costs, it's more important than ever to create a retirement planning guide that ensures your income, protects your assets, and helps you secure your retirement future through thoughtful tax strategies in retirement, retirement withdrawal strategies, and more.In this episode, find out:· How the Peace of Mind Pathway guides you from working years to retirement with confidence.· Why sequence of returns risk can derail your plan and how to protect against it.· What makes the Three Bucket Strategy essential for high-net-worth retirement success.· The growing importance of long-term care planning in today's retirement landscape.· Key retirement withdrawal strategies to create predictable, reliable income for decades.Tweetable Quotes:"Our whole concept revolves around the Peace of Mind Pathway—it's not just about investments, it's about creating a complete plan to secure your retirement." — Murs Tariq"The safety bucket is what allows you to sleep at night. It's the foundation that keeps you from worrying about daily market swings." — Murs TariqResources:If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement!To access the course, simply visit POMWealth.net/podcast.

Welcome back to Millionaire Mindcast! Today, we have an exclusive deep dive into family offices, wealth strategies, and high-net-worth investing with special guest Richard Wilson, founder of the Family Office Club. With over 15 years in the space, Richard has built one of the largest family office networks, helping ultra-wealthy families manage and grow their fortunes. What You'll Learn in This Episode: What exactly is a family office, and how does it work? The biggest mistakes wealthy individuals make when investing Alternative investments the ultra-rich are using to grow their wealth How to get in the right rooms and build high-value connections Future trends in wealth management and investing Guest Resources: Website: FamilyOffices.com LinkedIn: Richard Wilson Instagram: @familyofficeclub YouTube: Family Office Club Facebook: Family Office Club X: @RichardCWilson Episode Sponsored By: Discover Financial Millionaire Mindcast Shop: Buy the Rich Life Planner and Get the Wealth-Building Bundle for FREE! Visit: https://shop.millionairemindcast.com/ CRE MASTERMIND: Visit myfirst50k.com and submit your application to join! FREE CRE Crash Course: Text “FREE” to 844-447-1555  

Many people believe that building wealth requires a high income—but my guest, Brian Tibbs, proves otherwise. Despite earning just $9.20 an hour during his 16 years as a missionary in South America, Brian built his multi-million-dollar net worth through real estate by the time he was 44. Now managing $16 million in assets, Brian is the author of The HACKER Method, where he shares the principles that helped him escape the paycheck-to-paycheck trap and achieve financial freedom. He's here to discuss how anyone—regardless of income—can start investing and take control of their financial future. Find out more: https://theunexpectedinvestor.com/ https://www.facebook.com/unexpectedinvestor https://www.instagram.com/unexpectedinvestor/ www.youtube.com/@unexpectedinvestor https://x.com/unexpectinvest Today's episode is brought to you by Green Property Management, managing everything from single family homes to apartment complexes in the West Michigan area. https://www.livegreenlocal.com And RCB & Associates, helping Michigan-based real estate investors and small business owners navigate the complex world of health insurance and Medicare benefits. https://www.rcbassociatesllc.com Attention real estate investors! Save the date for the Midwest Real Estate Investor Conference, happening April 24-25, 2025, in Grand Rapids, Michigan. This event is the perfect place to connect with fellow investors, gain valuable insights, and elevate your real estate game. With a lineup of expert speakers and numerous networking opportunities, you won't want to miss it. https://www.midwestreiconference.com

Want to master your next investor meeting? In this episode, Bridger dives deep into preparing for crucial investor conversations. He breaks down the different types of investors, high net worth individuals, family offices, and institutions—and explains how to tailor your pitch for each.Want to launch a fund? Click to watch a free training:https://fundlaunch.click/investor-meetingsSign up to watch the free training and discover how to launch a fund. Stop leaving carry on the table doing one-off deals. Your track record deserves a fund.All Information Shared Are The Sole Thoughts and Opinions Of The Author. Do Not Take Any Information As Legal Or Financial Advice. You Should Seek A Certified Accountant And A Professional Legal Team Before Taking Any Further Action.‍*Results may vary depending on a number of factors, including but not limited to market conditions, investor demand, and investment strategy. While our courses are designed to provide you with the knowledge and tools necessary to launch a fund, we cannot guarantee any specific results or outcomes. Your success will depend on your own efforts, diligence, and ability to execute on the strategies and techniques that you decide to pursue. We make no representation or warranty that you will achieve any particular level of success or earnings, and you accept the risk that the results may differ from those described in our materials.****We are not selling or soliciting a security in any way, shape, or form. This content is for educational purposes only and is not financial or legal advice.fundlaunch.com

"I'm dedicated to dispelling financial uncertainty for women and guiding them toward self-reliance." - Donna S. Cates Divorce is challenging, especially when significant wealth is involved. Dividing assets, valuing complex holdings, and ensuring financial stability for both parties requires specialized expertise. In this episode, Certified Divorce Financial Analyst (CDFA®) Donna S. Cates provides insights into high-net-worth divorce, covering key topics such as equitable distribution, valuing businesses and real estate, tax implications, and strategies to secure your financial future. Whether you're in the midst of divorce or rebuilding afterward, Donna's advice will help you navigate this complex transition. Donna, with over 20 years of experience, is a leader in financial empowerment, particularly for women. As the founder of "Money Matters Wealth Solutions" and "Navigating Divorce," she provides expert financial planning and divorce mediation services. She's also the bestselling author of Divorce Decoded and Financial Trendsetters. Join us for this crucial conversation on: Equitable vs. equal distribution of assets Valuing complex assets like businesses and intellectual property Tax implications and preserving wealth after divorce The benefits of working with a CDFA® during divorce If you're facing the challenges of high-net-worth divorce, this episode is a must-listen. Connect with Donna: Free Gift: Surviving the Storm: Navigating Through Divorce with 5 Smart Financial Steps - https://go.moneymatterswealth.com/surviving-the-storm Instagram: https://www.instagram.com/donnacates Facebook: https://www.facebook.com/MoneyMattersWealth; https://www.facebook.com/DivorceDivasAlabama/ LinkedIn: https://www.linkedin.com/in/donnacates/    Journey Beyond Divorce Resources: Join the High Conflict Divorce Support Group: https://www.jbddivorcesupport.com/hcdsg Follow JBD on Instagram: @journey_beyond_divorce Book a Free Rapid Relief Call: http://rapidreliefcall.com  A word from our sponsors: Soberlink is a revolutionary tool designed to support individuals in their journey to sobriety. As a leading provider of remote alcohol monitoring, Soberlink offers a secure and reliable solution that helps people stay accountable and transparent in their recovery process. We're grateful for Soberlink's commitment to enhancing the recovery process and providing valuable resources to our listeners. Learn more about how Soberlink can make a difference in your journey at www.soberlink.com/jbd ======= TalkingParents provides a comprehensive platform designed to simplify co-parenting and enhance communication between parents. With secure messaging, a shared calendar, and features for tracking parenting time, TalkingParents ensures that all important details and agreements are documented and accessible.  We're grateful for TalkingParents' support in simplifying co-parenting and enhancing communication for our listeners. Discover how TalkingParents can bring clarity and organization to your co-parenting journey at www.talkingparents.com/jbd

Trump and Elon Vow To Investigate Corrupt, High Net Worth Swamp Creatures | 02.12.25   Live show Monday-Thursday at 3pm est.   SOCIALS: https://linktr.ee/drewberquist  NEWS: https://DrewBerquist.com  MERCH: https://RedBeachNation.com #DrewBerquist #ThisIsMyShow #TIMS Show Notes/Links: The Associated Press says they were blocked from Tuesday's Oval Office event after they refused to abide by President Trump's order renaming the Gulf of Mexico https://x.com/Breaking911/status/1889431683755024405 Kaitlin Collins says we are dangerously close to a constitutional crisis... https://x.com/DefiantLs/status/1889294793022357511 Elon Musks has Dana Lash referring to him as Harry Balls Live on CNN https://x.com/DrewHLive/status/1889369527017955542 Elon Musk: "The people voted for major government reform, and that is what the people are going to get." https://x.com/disclosetv/status/1889429400078127356 DOGE is investigating federal employees with high net worth despite low pay: Elon Musk https://x.com/libsoftiktok/status/1889427640450425258 Joe Rogan: Elon is a super genius that has been F#cked with https://x.com/elonmusk/status/1889400433132630126 Federal judge orders Trump to restore gender websites https://www.thegatewaypundit.com/2025/02/breaking-federal-judge-orders-trump-admin-restore-gender/ Pope says deporting migrants damages their dignity https://x.com/TheInsiderPaper/status/1889281955885396010

For the third episode in our "Hollywood & Family Law" series, Brian Walters, Jake Gilbreath, and the firm's Marketing Director Katy Justice dive into the Ben Affleck and Jennifer Lopez divorce and discuss how celebrities and high-net-worth couples keep their divorces out of the public light as well as our firm's experience working with repeat clients, whether it be a second divorce or another type of case.  If you are going through a divorce and have a complex or high asset estate, it is important that you work with lawyers and other professionals that understand the nuanced and intricacies of the process. If you need to speak with one of our attorneys on your matter, email us at podcast@waltersgilbreath.com or visit www.waltersgilbreath.com. 

This episode recaps Chad Burton daily guest spots with Rob Black for the week of July 24th.  Sign up for the live retirement event on 2/1 in Palo Alto at www.ChadBurton.com. Chad tackles real-world scenario where a high-net-worth investor owns several million in rental properties but has limited liquidity in traditional accounts. With inflation outpacing rental growth, what's the smartest way to unlock equity? Chad explores loan strategies, strategic property sales, 1031 exchanges, Delaware Statutory Trusts (DSTs), and 721 exchanges to optimize wealth while minimizing tax burdens. But that's just the beginning—this episode also dives into critical financial planning questions: Do I have enough? Where will each dollar come from? How do I navigate tough markets? Chad also breaks down the 7 essential steps to building a tax-efficient portfolio, including cash flow modeling, risk tolerance, tax-efficient withdrawal strategies, and Monte Carlo simulations for order of returns risk. Plus, he examines whether the primary issue is Roth conversions or single stock risk with capital gains and how to structure a portfolio for lower turnover and optimized tax efficiency. If you're serious about long-term financial security, estate planning, and maximizing your investment potential, this episode is packed with expert insights you won't want to miss!

Troy Eckard – Founder & Chairman of Eckard Enterprises came onto the podcast the day after Trump's Inauguration to discuss his energy related Executive Orders, the Trump Administration's Policies, Geopolitics and how they all come together to impact the Minerals, Royalties, & NonOp space as well as investor sentiment in the High Net Worth and Family Office circles. A big thanks to our 4 Minerals & Royalties Podcast Sponsors: --R. Reese & Associates: If you are interested in outsourcing and/or bolstering your legal department, then please contact Rachel Reese at 832-831-2289 or visit www.rreeselaw.com to learn more. --Riverbend Energy Group: If you are interested in discussing the sale of your Minerals and/or NonOp interests w/ Riverbend, then please visit www.riverbendenergygroup.com for more information --Farmers National Company: For more information on Farmer's land management services, please visit www.fncenergy.com or email energy@farmersnational.com --Oseberg: For more information on the software & data analytics tools that Oseberg has to offer, please visit www.oseberg.io.

Contact David via email david@parallelfinancial.com Don't forget to visit www.weeklywealthpodcast.com Takeaways: Mastering financial basics is crucial for long-term success, just like athletes rely on fundamentals. Establishing an emergency fund of six to twelve months of expenses reduces financial stress. Understanding your investment risk tolerance is essential for aligning your portfolio with your goals. Consistently reviewing your insurance coverage helps protect your financial assets from unexpected events. Clarifying your money philosophy with family can guide better financial decisions in the future. Regularly check your beneficiary designations to ensure they align with your current wishes. #financialbasics #highnetworth #investing #personalfinance #weeklywealthpodcast #financialgoals #massaffluent #riskmanagement #financialstress

Mark B. Murphy was this week's guest on Success Profiles Radio. He is the CEO of Northeast Private Client Group (NEPCG), a national financial planning and wealth management firm and author of the Amazon bestselling book, The Ultimate Investment: A Roadmap to Grow Your Business and Build Multigenerational Wealth. He focuses on helping high net-worth clients and entrepreneurs build multigenerational wealth & long-term financial security. We discussed how he got Forbes Books to be his publisher, a formula for building wealth, the connection between emotional fitness and financial wealth, and best ways to protect wealth once it is accumulated. In addition, we talked about the Pyramid of Wealth, avoiding majoring in minor things, not being afraid to fire bad clients, and why being around the wrong people can be the ruination of your business. Finally, we discussed how he finds high net-worth clients and how collaboration is better than competition. You can listen and subscribe on Apple Podcasts/iTunes. You can also listen at Success Profiles Radio | Live Internet Talk Radio | Best Shows Podcasts

Ready to transform your business for 2025? In this episode, discover the 6-4-3 Formula—a simple yet powerful framework that blends strategy, clarity, and action to help you grow, position, and communicate your business like never before. If you're tired of spinning your wheels, this is the game-changing episode you need to kickstart the New Year with purpose and results!This episode pulls from Troy's book Strategize Up as a starting point and expands in additional frameworks, tactics, and principles to help you elevate your business in every way possible this coming year.What You'll Learn:The 6 Core Principles To Grow Your Business:• Clarity, leverage, optimization, vision, value, and execution—what they mean and how to implement them.4 Key Strategies To Position Your Business:• Credibility, authority, social proof, and creating the perception of high value to stand out in your industry.The 3 Essentials To Communicate Effectively:• Using emotion, action, and the right content type to connect with your audience and drive engagement.Why Quantity vs. Quality Doesn't Matter:• Learn why value is the real differentiator and how to deliver it consistently.How To Build Advocacy & Elevation:Turn your audience into buyers, advocates, and elevators who amplify your brand's message.Why Listen:This episode goes beyond theory, giving you practical steps to align your vision, messaging, and strategy in 2025 breaking down complex ideas into actionable takeaways, sharing insights from years of experience helping businesses scale sustainably. So if  you're serious about making 2025 your breakthrough year, tune in now to learn how to apply the 6-4-3 Formula to your business!Start your New Year strong—press play and level up! Beyond The Episode Gems:• Grow Your Business Faster Using HubSpot's CRM Platform• Buy Troy's Book, Strategize Up That Is Referenced In This Episode: StrategizeUpBook.com• Discover All Podcasts On The HubSpot Podcast Network#####Support The Podcast & Connect With Troy: • Rate & Review iDigress: iDigress.fm/Reviews•  Follow Troy's LinkedIn @FindTroy• Need Growth Strategy, A Keynote Speaker, Or Want To Sponsor The Podcast? Go To FindTroy.com•  Follow Troy's Instagram @FindTroy•  Subscribe to Troy's YouTube Channel