Podcasts about wealth building

Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call hereAre you sitting on piles of retained earnings but still unsure how to actually put your money to work as a business owner?So many incorporated business owners believe they're “well invested,” only to discover most of their wealth is sitting idle in corporate accounts — untouched because of uncertainty, fear of volatility, or analysis paralysis. This episode unpacks the real reason business owners think they're invested when they're not, why this misunderstanding creates missed opportunities year after year, and how over-focusing on finding the “perfect” investment stalls real progress. You'll hear what 400+ conversations with business owners revealed about risk, liquidity, and the mental blocks that keep money on the sidelines instead of building long-term freedom.You'll learn:Why your perceived investment risk profile often doesn't match your actual asset allocation — and how to fix itA simple framework for deciding how much cash to keep liquid versus how much to put into diversified, productive assetsThe small, consistent steps that reliably move retained earnings into growth without overwhelming complexity or added stressPress play to learn the most important wealth-building lesson business owners need before stepping into 2026.Discover which phase of wealth creation you are in. Take our quick assessment and you'll receive a custom wealth-building pathway that matches your phase and learn our CRA compliant tax optimized strategies. Take that assessment here.Canadian Wealth Secrets Show Notes Page:Consider reaching out to Kyle…taking a salary with a goal of stuffing RRSPs;…investing inside your corporation without a passive income tax minimization strategy;…letting a large sum of liquid assets sit in low interest earning savings accounts;…investing corporate dollars into GICs, dividend stocks/funds, or other investments attracting corporate passive income taxes at greater than 50%; or,…wondering whether your current corporate wealth management strategy is optimal for your specific situation.Canadian business owners looking to build long-term wealth in 2025 face unique financial planning challenges, from managing cash flow and overcoming analysis paralysis to balancing investment strategies across multiple financial buckets. A strong Canadian wealth plan brings together diversification, risk management, and tax-efficient investing to support financial freedom in Canada—whetReady to connect? Text us your comment including your phone number for a response!Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance.

You Don't Have to Go Home for Christmas

So as I've done for the last couple of years, I'm taking a break from publishing new episodes for the month of December. New episodes will resume on Monday, January 5th. In the meantime, check out the info below on top episodes from 2025 to catch up on. Also, listen to hear plans for the podcast in 2026! 2025 Highlights: Top Episodes Topics Money Mindset Wealth Building Investing Episodes on Money Mindset 191 | Navigating Finances with a CFO Mindset 193 | Hip Hop and Financial Literacy 195 | Improve Your Money Behavior Part 1: Understanding Procrastination and our Spending Habits 196 | Improve Your Money Behavior Part 2: Investing 197 | From Middle-Class to Millionaire 207 | Breaking Free from Paycheck to Paycheck Living Part 1 – Mindset, Gratitude, and Challenging Conventional Financial Wisdom 208 | Breaking Free from Paycheck to Paycheck Living Part 2 – The Five-Step Savings Plan 213 | The Investor's Golden Playbook Part 2 – Mastering the Mindset for First Generation Wealth 222 | Love, Money, and Wealth in Relationships Part 1 223 | Love, Money, and Wealth in Relationships Part 2 225 | Level Up Your Finances Part 2 – Commitment, Momentum, and the Path to Financial Freedom Episodes on Wealth Building 185 | Child-Free Wealth: Rethinking Financial Independence 197 | From Middle-Class to Millionaire 208 | Breaking Free from Paycheck to Paycheck Living Part 2 – The Five-Step Savings Plan 210 | 7 Basic Wealth Strategies 211 | 7 Basic Wealth Strategies Part 2 – Navigating Debt and Cash Flow 212 | The Investor's Golden Playbook Part 1 – How a Financial Expert Built Wealth and a Legacy 219 | Lessons from Generational Wealth Part 1 220 | Lessons from Generational Wealth Part 2 – The Real Secrets of the Wealthy 222 | Love, Money, and Wealth in Relationships Part 1 225 | Level Up Your Finances Part 2 – Commitment, Momentum, and the Path to Financial Freedom Episodes on Investing 187 | For the Investment Curious 192 | Empowering Women: Investing with Confidence and Values 193 | Hip Hop and Financial Literacy 196 | Improve Your Money Behavior Part 2: Investing 200 | Financial Fees Explained: Navigating the Costs of Investment Advice 205 | Reviving Investment Clubs: Strategies for Young Investors 206 | Creating a Lasting Financial Legacy 213 | The Investor's Golden Playbook Part 2 – Mastering the Mindset for First Generation Wealth 226 | Demystifying Money, Becoming Financially Empowered Top 5 Episodes based on Downloads 198 | Reverse Budgeting: Turning Your Finances on Their Head 211 |  7 Basic Wealth Strategies Part 2 – Navigating Debt and Cash Flow 213 | The Investor's Golden Playbook Part 2 – Mastering the Mindset for First Gen Wealth 199 | Layoff Preparedness: Building Resilience and Financial Security 214 | Navigating Elder Care Part 1 – Protecting Your Family's Wealth  

In this episode of the Investor Fuel Podcast, host Michelle Kesil interviews Marshall Sykes, a seasoned investor and founder of Capitano Investing Group. Marshall shares his journey from real estate to diversifying his investments into oil and gas and pre-IPO companies. He emphasizes the importance of building an investor community, educating investors, and the power of networking. Marshall also discusses his future goals and strategies for helping others navigate the investment landscape.   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   —--------------------

Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call hereAre you heading into the end of December wondering why your financial progress keeps stalling—despite having strong income or a successful business?This episode dives into the hidden traps business owners and investors fall into at year-end, especially when life feels busy, messy, and full of competing priorities. December should be a time to refine your financial direction, yet most people unintentionally delay key decisions, avoid their numbers, or chase new investment ideas without strategy. If you've ever pushed off meaningful financial steps “until the new year” or felt unsure where your real growth should come from, this conversation will feel uncomfortably familiar—in a good way. You'll discover: • Why delaying important financial actions—even small ones—quietly erodes your long-term wealth, and how to reverse that pattern with simple, doable steps. • Which numbers actually matter at year-end, so you can make confident decisions instead of operating in the dark or waiting for your accountant to tell you what happened months later. • How to identify your true growth engine—the source that reliably expands your wealth—so you stop chasing distracting asset classes and start doubling down on what really moves your net worth.Press play now to get clear on your year-end priorities and start the new year with momentum instead of missed opportunities.Discover which phase of wealth creation you are in. Take our quick assessment and you'll receive a custom wealth-building pathway that matches your phase and learn our CRA compliant tax optimized strategies. Take that assessment here.Canadian Wealth Secrets Show Notes Page:Consider reaching out to Kyle…taking a salary with a goal of stuffing RRSPs;…investing inside your corporation without a passive income tax minimization strategy;…letting a large sum of liquid assets sit in low interest earning savings accounts;…investing corporate dollars into GICs, dividend stocks/funds, or other investments attracting corporate passive income taxes at greater than 50%; or,…wondering whether your current corporate wealth management strategy is optimal for your specific situation.Building long-term wealth in Canada requires more than avoiding common financial mistakes—it demands a clear financial vision, smart financial planning systems, and tax-efficient investment strategies that work across both personal finance and corporate finance. For business owners and investorsReady to connect? Text us your comment including your phone number for a response!Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance.

The work is honest, the sun is relentless, and the clock on your knees is louder than you think. That reality sparked a straight‑talk conversation about converting today's pool service income into tomorrow's durable, low‑friction cash flow. We dig into three realistic paths—scaling your route into a managed operation, investing in the markets, and building a real estate portfolio—and break down the mindset, mechanics, and tradeoffs of each, without hype.We start with a Rockefeller‑style principle: reinvest in what you understand. If you love building systems and leading people, a multi‑truck, manager‑led service company can move you out of the field and into an owner's seat where cash flow compounds. Then we get practical about real estate, the lane many service pros naturally excel in. Rentals offer a potent trio—appreciation, monthly cash flow, and significant tax advantages—while turning your local knowledge into an investing edge. You already read neighborhoods, solve problems in the field, and navigate city rules; those same skills transfer to finding solid properties, managing turns, and hiring vendors. We talk candidly about vacancies, repairs, and what “passive” really means, along with why buying within an hour of home often beats chasing distant deals. The through‑line is simple: start sooner, keep it simple, and let time do the heavy lifting.• why pool work is finite and planning matters• Rockefeller's reinvesting mindset applied to service routes• pros and cons of scaling a multi‑truck operation• crypto, gold, and market returns in plain terms• how compounding works and when it pays out• why rentals fit service pros' skills and lifestyle• appreciation, cash flow, and tax advantages explained• what “passive” really means in property management• using local knowledge to choose neighborhoods• starting early and building momentum with systemsLearn more at swimmingpoollearning.comJoin the Pool Guy Coaching ProgramIf you're interested in my coaching program, you can learn moSend us a textSupport the Pool Guy Podcast Show Sponsors! HASA https://bit.ly/HASAThe Bottom Feeder. Save $100 with Code: DVB100https://store.thebottomfeeder.com/Try Skimmer FREE for 30 days:https://getskimmer.com/poolguy Get UPA Liability Insurance $64 a month! https://forms.gle/F9YoTWNQ8WnvT4QBAPool Guy Coaching: https://bit.ly/40wFE6y

You're making “good money” but it doesn't it feel like it. In this episode, I break down the #1 thing I help every client uncover in their finances in order to build wealth: wealth-building cash flow. If you've ever thought, “I'm not overspending because I pay off my credit card every month” — this episode will rewire how you think about spending, saving, and using your income to actually build wealth month after month.In this episode, you'll learn:✅ Why paying off your credit card in full isn't the same as building wealth✅ What wealth-building cash flow is and how to find it in your income✅ How to prepare for unexpected expenses without derailing your money goalsApply for 1:1 Money Coaching: https://www.buildinggenwealth.com/work-with-me

#257: We break down essential tax and financial decisions to make before year-end. Learn how to maximize deductions, optimize charitable giving, manage investment gains and losses, and take advantage of retirement and home-improvement credits. We also run through all the credit card, points and miles deadlines to hit before 12/31. Link to Full Show Notes: https://chrishutchins.com/end-of-year-financial-checklist-2025 Partner Deals Vuori: 20% off the most comfortable performance apparel I've ever worn MasterClass: Learn from the world's best with 15% off Aura Frames: $35 off the best digital frames with code ALLTHEHACKS DeleteMe: 20% off removing your personal info from the web Fabric: Affordable term life insurance for you and your family Gelt: Skip the waitlist on personalized tax guidance to maximize your wealth Daffy: Free $25 to give to the charity of your choice For all the deals, discounts and promo codes from our partners, go to: chrishutchins.com/deals Resources Mentioned Chris' End of Year Checklist for Taxes, Points & Miles Carry Solo 401k Kick (20% off your first year of bookkeeping with code CHRIS20) Invest America Kids Savings & Investment Accounts Hotel Mattress Run CardPointers Pro (50% off here) Use Your Credits ATH Podcast Chris' Best Cards Page Ep 144: Leveraging Tax-Advantaged Accounts to Maximize Your Wealth with Katie Gatti Tassin Ep 243: Smarter Strategies for Retirement, Wealth Building, and Taxes with Michael Kitces Leave a review: Apple Podcasts | Spotify Email for questions, hacks, deals, and feedback: podcast@chrishutchins.com Full Show Notes (00:00) Introduction (01:03) Standard Deduction vs. Itemizing (03:02) The New SALT Cap & Property Tax Strategy (05:02) Pass-Through Entity Taxes for Business Owners (06:07) Smart Charitable Giving Strategies (07:07) Donating Appreciated Assets (09:18) Using Donor-Advised Funds (DAFs) (14:16) Why 25-26 Changes Matter for Charitable Giving (16:14) New Car Loan Interest Deduction (18:19) Deduction for Qualified Tips & Overtime (18:34) New Senior Deduction (19:12) Shifting Income to Optimize Your Tax Bracket (20:48) Capital Gains: Loss & Gain Harvesting (22:02) Understanding the Wash Sale Rule (25:11) Advanced Tax Moves to Ask Your CPA (25:42) Key Retirement Deadlines & Contribution Limits (31:01) Roth IRA & Traditional IRA Rules (34:18) Backdoor & Mega Backdoor Roth Contributions (35:18) ISOs & Alternative Minimum Tax (36:16) FSA Essentials: Use It or Lose It (38:57) HSA Strategy & Triple-Tax Advantage (42:13) Home Efficiency & Solar Credits for 2025 (43:14) 529 Plans, Gifting Rules & Education Savings (47:37) The New “Trump Account” for Kids (48:14) Funding a Child's Roth IRA Through Earned Income (50:29) EOY Tax Moves for Business Owners (55:51) EOY Checklist for Points & Miles (01:00:32) Credit Card Annual Credits & Benefit Resets (01:03:57) Calendar-Year Credits to Use Before January (01:14:55) Final EOY Checks for Airlines, Hotels & Credit Cards Connect with Chris Newsletter | Membership | X | Instagram | LinkedIn Editor's Note: The content on this page is accurate as of the posting date; however, some of our partner offers may have expired. Opinions expressed here are the author's alone, not those of any bank, credit card issuer, hotel, airline, or other entity. This content has not been reviewed, approved or otherwise endorsed by any of the entities included within the post. Learn more about your ad choices. Visit megaphone.fm/adchoices

Most people are sold the idea that wealth comes from quick fixes and simple steps, but real financial freedom requires unconventional moves. In this episode, Kris Krohn reveals four unpopular yet proven strategies for building long-term wealth. These steps aren't easy or comfortable, but they consistently generate massive results. If you're ready to break away from mainstream advice, this is your roadmap.

In this episode, Christina shows up at the end of a long day—post-walk, unfiltered, and debating whether she should even hit “upload.” But the story behind why she almost didn't post this one is worth the listen.She also pulls back the curtain on a behind-the-scenes disaster that nearly pushed her over the edge this week. Let's just say it involves a 35-minute recording, a message from her assistant, and a very real “I might cry” moment. Christina doesn't reveal every detail here… but when you hear it, you'll feel it.From there, she shares how her best podcast ideas actually come together—and why next year's episodes are about to look very different. Think: founders, CEOs, entrepreneurs, and some surprising conversations she can't wait to bring back. If you enjoyed this episode, make sure and give us a five star rating  and leave us a comment on iTunes, Podcast Addict, Podchaser and Castbox about what you'd like us to talk about that will help you realize that at any moment, any day, you too can decide, it's your turn! 

Welcome to episode $$ of The Numbers Game. On today's show On this episode, we discuss:(00:00) Intro(00:39) Why Marty's Leaving The Show(02:26) Lesson 1: Know Yourself And Have Courage(05:14) Leaving “Safe” Jobs To Follow Meaningful Work(12:59) Lesson 2: Doing Simple Things That Work(16:02) How Complexity, Compliance And Tech Can Kill Progress(20:59) Lesson 3: You Are Your Own SEO(25:03) Why Human Relationships Beat Fancy Tech Stacks(32:08) Lesson 4: Reverse Engineering Your Business Goals(36:24) Building A Business As A Valuable Asset, Not Just An Income(39:20) Lesson 5: Finding Your Edge And Playing To It(44:46) Compounding Small Advantages Into Big Long-Term Results(47:25) Marty's Favourite Numbers Game MomentCheck out the free resources from Inovayt here.Send us an email: hello@thenumbersgamepodcast.com.auThe Numbers Game is brought to you by Future Advisory & Inovayt.Hosts:Nick ReillyJason RobinsonMartin VidakovicThis podcast is produced by VIDPOD.(00:00) Intro Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Gugs Mhlungu chats to Resident Certified Financial Planner, Paul Roelofse about why personal finance can feel tilted toward the wealthy and what everyday savers can do to stay ahead, cut costs avoid confusion and make smarter long term money decisions. 702 Weekend Breakfast with Gugs Mhlungu is broadcast on 702, a Johannesburg based talk radio station, on Saturdays and Sundays Gugs Mhlungu gets you ready for the weekend each Saturday and Sunday morning on 702. She is your weekend wake-up companion, with all you need to know for your weekend. The topics Gugs covers range from lifestyle, family, health, and fitness to books, motoring, cooking, culture, and what is happening on the weekend in 702land. Thank you for listening to a podcast from 702 Weekend Breakfast with Gugs Mhlungu. Listen live on Primedia+ on Saturdays and Sundays from 06:00 and 10:00 (SA Time) to Weekend Breakfast with Gugs Mhlungu broadcast on 702 https://buff.ly/gk3y0Kj For more from the show go to https://buff.ly/u3Sf7Zy or find all the catch-up podcasts here https://buff.ly/BIXS7AL Subscribe to the 702 daily and weekly newsletters https://buff.ly/v5mfetc Follow us on social media: 702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/Radio702 702 on YouTube: https://www.youtube.com/@radio702See omnystudio.com/listener for privacy information.

Key Topics Covered:1. Why Executives Choose Portfolio CareersMany senior leaders leave corporate jobs for more control, flexibility, and purpose.Becoming a non-executive director (NED) lets them advise several businesses, stay intellectually engaged, and build multiple income streams.2. What a Non-Executive Director Actually DoesNEDs guide and support business owners, using their experience and networks to help smaller companies grow.Typical NEDs are former CEOs, directors, or C-suite leaders who want to keep working, but on their own terms.3. Adrian's Journey: From Corporate to EntrepreneurAdrian left a high-level tech role to help executives move into business ownership.He built and acquired several companies, faced personal and business setbacks, and ultimately found new direction after a major life shift.4. Overcoming Identity and Timing ChallengesLeaving a big job can trigger a loss of identity; Adrian stresses the importance of recognising your own value and skills.Timing your transition is key—look for inflection points like changes at work, financial readiness, or life events.5. How to Start Your Own Portfolio CareerAdrian recommends a three-phase roadmap:Clarify your value and how you're seen (positioning)Tap into your existing network for opportunitiesBuild new connections aligned with your goalsLinkedIn is powerful, but most executives underuse it—focus on connecting, not selling.6. The Wealth-Building BenefitsNED roles create time for other wealth-building activities, like property or investing.Some coaches and NEDs eventually take equity stakes in businesses, building long-term wealth and influence. Actionable Takeaways:Consider a portfolio career if you want more freedom, less risk, and a chance to use your experience in new ways.Prepare for the identity shift and plan your timing and finances.Use your network and be proactive—opportunities often come from people you already know.Don't be afraid to reach out for guidance or support. Resources:Leverage Your Corporate Experience to Secure Paid SME Board RolesDownload the Pension and Inheritance Tax GuideWealthBuilders Membership: Free access to guides, webinars, and community Connect with Us:Listen on Spotify, Apple Podcasts, YouTube, and all major platforms. Next Steps On Your WealthBuilding Journey:  Join the WealthBuilders Facebook CommunitySchedule a 1:1 call with one of our teamBecome a member of WealthBuildersIf you have been enjoying listening to WealthTalk - Please Leave Us A Review!

In this episode, John and Tom sit down with fitness expert and Air Force veteran Nichole Van Cliff to explore why taking care of your health is one of the most important parts of a successful retirement. Nichole shares powerful insights from her work with seniors, veterans, and personal training clients- showing how strength, mobility, and small daily habits can transform your quality of life at any age. From breaking old patterns to building confidence through movement and nutrition, she explains how anyone can start improving their health right now, no matter their limitations.   Learn more about Fit Fin Wellness: https://fitfinwellness.com/   Important Info: Securus Financial: https://www.gosecurus.com/ International Financial Advisory Group: https://www.internationalfinancial.com/ Call John: (858) 758-9889 Call Thomas: (973) 394-0623

Today's quick episode is all about the one thing most high achievers avoid but desperately need: space to think.So many of us stay busy out of habit, even when we say we want change. But your next level doesn't come from doing more—it comes from creating room for clarity, intuition, and the ideas you can't access when you're running nonstop.I'm sharing a powerful question I'm giving all my clients for 2026:If a billion-dollar CEO took over your business and life, what are the first three things they'd remove from your plate?To grow, you need four things: clarity, confidence, space, and delegation. And if you think you don't have time for any of this—I promise, your screen time says otherwise. If you enjoyed this episode, make sure and give us a five star rating  and leave us a comment on iTunes, Podcast Addict, Podchaser and Castbox about what you'd like us to talk about that will help you realize that at any moment, any day, you too can decide, it's your turn! 

How can you turn your dreams into a profitable real estate strategy that builds both wealth and freedom?In this episode, I sit down with Sandy Lee, who pivoted from a 30-year career in oil and gas engineering to become a savvy short-term rental investor with properties across four different states. Sandy's story is about reimagining what's possible when you combine strategic thinking, personal passion, and a relentless drive to learn.What started as a family joke about buying a ski condo her son dreamed of turned into a thriving investment portfolio that now generates meaningful retirement income. Sandy's approach is rooted in intentional, long-term wealth building—where every property reflects both financial foresight and lifestyle design.We dive into how Sandy leveraged her engineering mindset and financial modeling skills to build a short-term rental business that delivers more than just cash flow. From managing remote teams to identifying the financial metrics that truly matter, she shares the systems and mindset shifts behind her success.This episode is a powerful reminder that it's never too late to reinvent your career or your financial future. Sandy's journey proves that with clarity, structure, and purpose, your investments can become more than assets—they can become the foundation for the life you've always envisioned.HIGHLIGHTS AND KEY POINTS:[00:50] A short introduction about our guest Sandy Lee, and how she got into the short-term rental industry[05:10] Sandy shares how she went from doubting property ownership to building a multi-state portfolio that fuels her retirement [08:04] How aligning Sandy's investments with her personal mission brings both joy and purpose to her real estate journey [10:44] Sandy talks about how continuous learning shaped her mindset shift toward early retirement and business reinvention [14:37] How leadership and appreciation elevate Sandy's short-term rental business[18:12] The importance of building genuine, caring relationships with the cleaning team and how Sandy found them in four different locations[20:35] Sandy shares the challenges and lessons of managing teams across multiple short-term rental locations[24:06] Sandy talks about the realities and rewards of managing short-term rentals from afar [26:40] The key financial metrics that Sandy uses to evaluate short-term rental investments [28:20] Sandy discusses the importance of tracking data-driven performance metrics after purchase to guide strategic decisions [32:08] Sandy discusses the importance of moving away from “ego pricing,” and trusting experts to strengthen business performance [34:42] Sandy shares her enthusiasm for bringing fresh energy into the short-term rental, and emphasizes the importance of thinking beyond the “get rich quick” mentality [35:38] The lightning round Golden Nuggets:“It's really important to figure out who you are, what you want from life, put that together and then make it happen.”“Don't wait for an opportunity, create it.”“You've got to keep learning, or you're paced out.”“People are your business, no matter how tiny your business is.”“It's okay

"Creating safe spaces for people to talk about money is one of the most powerful things we can do right now to make the world better for change." -Meg Wheeler Our hosts Stephanie McCullough and Kevin Gaines sit down with Meg Wheeler, CPA and founder of the Equitable Money Project, who's on a mission to demolish the shame surrounding money conversations through accessible financial education. Her approach shows us that the path to financial confidence isn't about becoming an expert. It's about learning to simply talk about money without judgment. "Why should we know this when we've never been taught it in school?" Meg challenges the pervasive shame many people feel about their financial knowledge gaps. After all, we don't feel ashamed about not knowing brain surgery or environmental science because we were never taught those subjects either! The real problem isn't lack of knowledge, but the absence of safe spaces to discuss money openly. Meg's work centers on creating a community where people can share their financial stories without fear. She emphasizes that most people's situations aren't unique. Whether it's medical debt from our broken healthcare system or struggling with inconsistent business income, the factors contributing to financial challenges are systemic rather than personal failures. She suggests going for incremental progress rather than perfection. "Every quarter we want you to pick just one thing within one of those buckets to focus on," she explains, referring to her three-pillar framework: set up foundations, stabilize, and grow. This approach makes wealth-building feel achievable rather than overwhelming. Perhaps most powerfully, Meg advocates for teaching children about money early. Her eight-year-old has a debit card and checks his bank balance before purchases. Not because he's learning to become a financial professional, but because money should not be feared but normalized. Financial empowerment begins not with expertise, but with conversation, community, and compassion toward ourselves and others navigating the same challenges.   Key Topics ●      Meg's Path to Financial Education (02:26) ●      The Problem with "Financial Literacy" (04:28) ●      Why We Feel Shame About Money (05:21) ●      Information vs. Quality Education (05:56) ●      Creating Safe Spaces for Money Talk (14:07) ●      Teaching Kids About Money (16:13) ●      Learning the Language of Money (17:43) ●      The Three Pillars of Wealth Building (25:51) ●      Overcoming Emergency Fund Shame (26:54) ●      Business Owner Tips and Avoidance (33:00)   Resources: Equitable Money Project website   If you like what you've been hearing, we invite you to subscribe on your favorite platform and leave us a review. Tell us what you love about this episode! Or better yet, tell us what you want to hear more of in the future. stephanie@sofiafinancial.com   You can find the transcript and more information about this episode at www.takebackretirement.com.   Follow Stephanie on Twitter, Facebook, YouTube and LinkedIn.  Follow Kevin on Twitter, Facebook, YouTube and LinkedIn.

In this episode of The Modern Man Podcast, host Ted Phaeton speaks with Sean Tepper, founder and CEO of Tykr, an investment platform designed to empower users in navigating the stock market. Sean shares his journey from corporate life to entrepreneurship, discussing the challenges and lessons learned along the way. The conversation explores the significance of financial literacy, the distinctions between investing and trading, and the innovative features of Tykr that aim to simplify investing for users. Sean emphasizes the importance of situational awareness in business and investing, and how leveraging technology, including AI, can enhance investment analysis. The episode concludes with insights on the future of Tykr and the importance of doing what you love while also generating revenue. Chapters 00:00 – Billionaire Investors, Not Traders 01:00 – Introduction to The Modern Man Podcast 03:09 – Sean Tepper's Journey into Investing 08:22 – The Transition from Corporate to Entrepreneurship 13:15 – Overcoming Fear and Embracing Risk 19:00 – The Aha Moment in Investing 24:49 – Building Ticker: The Education Piece 30:26 – Micro Learning and Financial Literacy 35:33 – Investing vs. Trading: The Key Differences 38:46 – Future Goals for Ticker and Growth Strategies 39:56 – Leveraging AI in Investment Analysis   Tepper’s Links Website:  tykr.com Facebook: tykrpro LinkedIn: seantepper Instagram: tykrinvest Free eBook Here: Mastering Self-Development: Strategies of the New Masculine: m2ebook   ⚔️JOIN THE NOBLE KNIGHTS MASTERMIND⚔️ https://themodernmanpodcast.com/thenobleknights  

Can you really retire comfortably in Vancouver with just $500,000 in liquid assets? Senior Financial Planner Adam Beaudin-Ball from Raymond James sits down with Adam & Matt to reveal his comprehensive wealth-building playbook for Vancouverites. From maximizing the new $40,000 First Home Savings Account to leveraging RESPs for both education and property purchases, Adam breaks down the government programs and investment strategies that most people miss. He shares real client stories - including a blue-collar worker who saved $380,000 by age 29 - while explaining why diversification between real estate and stocks matters more than ever. Why shouldn't interest rates dictate which debt you tackle first? How can you use home equity lines to create tax-deductible investment income? And what's the optimal sequence for contributing to FHSAs, RRSPs, and TFSAs? Don't miss this masterclass on building sustainable wealth in Canada's most expensive city. 

In this episode, Christina Lecuyer shares the biggest themes coming up in her client conversations: from clarity struggles to major breakthroughs. She dives into what real ROI in coaching looks like, why clarity is the ultimate accelerator, and how the people around you quietly shape your success.Christina also gets real about the truth behind “passive income,” what actually builds confidence, and the power of taking aligned action even when things feel messy. She closes with a grounded reflection on personal growth and a preview of what's ahead on the show.This one is direct, energizing, and exactly what you need if you're craving momentum. If you enjoyed this episode, make sure and give us a five star rating  and leave us a comment on iTunes, Podcast Addict, Podchaser and Castbox about what you'd like us to talk about that will help you realize that at any moment, any day, you too can decide, it's your turn! 

Most investors never make real money, not because the market is rigged, but because they don't understand how real investing works. On this episode of the Investing Uncensored Podcast, I sit down with Earl Yaokasin, a seasoned financial advisor and CFA with 20+ years of experience, to expose why the average investor stays broke while the wealthy keep multiplying their money. If you've ever wondered: Why emotional investing kills returns or How real value investors like Warren Buffett think and even secrets financial advisors don't tell you about your money. You'll learn how to build long-term wealth without falling for media hype.This episode will change how you see money forever. Earl breaks down the truth about market psychology, value investing, and emotional control, revealing how most people lose money because they treat investing like gambling not strategy. He also shares insider insights on how he invests his clients' money the same way he invests his own.

Episode 500 Celebrating the 500th episode of the Wealthsteading Podcast, this is the original 10 Wealth Building Principles, first recorded on Independence Day 2014.  Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ------------------------------------------------------

From studying tax law at just 14 years old to landing her dream job inside the IRS, Carlotta Thompson seemed destined for a lifelong career in government. But once she stepped behind the curtain as an IRS auditor, she discovered something shocking: countless business owners were leaving hundreds of thousands of dollars on the table in missed deductions — and the system wasn't built to help them. Realizing she was “on the wrong side,” Carlotta walked away from the IRS to pursue a bigger mission: help entrepreneurs pay the least amount of tax legally possible. Today, as the Founder & CEO of Tax Strategists of America, she leads business owners through her signature Pathway to Zero™ program — a proven framework that uncovers hidden deductions, maximizes tax strategy, and empowers owners to keep more of what they earn. In this episode, Carlotta reveals the truths she learned inside the IRS, the most common (and costly) mistakes business owners make, and the practical steps entrepreneurs can take to dramatically reduce their tax burden without ever crossing legal lines. If you're an investor or business owner who wants to stop overpaying the IRS, this is a must-listen.Follow Carlotta

Looking for consistent returns without the headaches of fixing toilets or managing tenants? Promissory notes may be the passive investment strategy you've been searching for. In Episode 96, our guest explains how note investing supports real families, delivers strong results, and allows investors to own the asset directly without doing any of the work. If you want to build wealth smarter and faster, this episode will show you how to take the first step.March 10-11, 2026Las VegasAmerican Lending ConferenceNational Private Lending Conferencehttps://www.americanlendingconference.com/

A man goes into a coma, wakes up totally paralyzed, gets fired from his job in the hospital… and somehow his investments are doing better than before.In this episode, AJ Osborne walks us through the day his body shut down from Guillain-Barré syndrome, what it felt like to wake up trapped in his own head, and the moment he realized his real estate investments were quietly keeping his family afloat while he fought to stay alive. He talks about the guilt, the pain, the look on his kids' faces the first time they saw him in the ICU—and the pride of knowing he'd built something that took care of them when he couldn't.From there, we dig into how that experience reshaped his entire mission: why he doubled down on self-storage, how he built a business that works without him, and why most people are stuck on the “earn a paycheck, hope it works out” treadmill. AJ breaks down supply and demand in housing and storage in plain English, what investors get wrong about cycles, and why owning assets (not just having a job) is the real line between security and chaos.We also get into working with family (without blowing it up), why the education system trains employees instead of owners, and how younger investors can still win in a world of high prices, high rates, and wild inequality—if they're willing to change the playbook.If this conversation punches you in the gut a little, don't just nod and move on. Share this episode with someone who's depending 100% on their job, then take one concrete step toward owning an asset this week—no matter how small. To learn more or connect with AJ, visit cedarcreekcapital.com or find him on Instagram and YouTube by searching “AJ Osborne Self Storage” or “Cedar Creek Capital.” And make sure you're subscribed to REIA Radio and plugged into your local REIA so you're not trying to figure this game out alone.You can Join the Omaha REIA - https://omahareia.com/join-todayOmaha REIA on Facebook - https://www.facebook.com/groups/OmahaREIACheck out the National REIA - https://nationalreia.org/ Find Ted Kaasch at www.tedkaasch.com Owen Dashner on Facebook https://www.facebook.com/owen.dashner Instagram - https://www.instagram.com/odawg2424/ Red Ladder Property Solutions - www.sellmyhouseinomahafast.com Liquid Lending Solutions - www.liquidlendingsolutions.com Owen's Blogs - www.otowninvestor.com www.reiquicktips.com Propstream - https://trial.propstreampro.com/reianebraska/Timber Creek Virtual - https://timbercreekvirtual.com/services/MagicDoor - https://magicdoor.com/reia/...

Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call hereAre you relying on popular wealth-building books but still unsure how to actually follow their advice without stressing over every dollar?This episode breaks down two of the most influential personal-finance books for Canadian business owners—I Will Teach You to Be Rich and Becoming Your Own Banker—and reveals the hidden challenges most readers never address. You'll hear how seemingly “simple” strategies like automated index investing often collide with real human behavior, business-owner cash-flow fears, and the psychological barriers that keep money sitting idle. You'll also get a grounded look at infinite banking—what works, what's misunderstood, and how to avoid forcing yourself into rigid systems that don't match your goals. If you've ever wondered why “the math makes sense” but still feels impossible to follow, this conversation will connect the dots.You'll discover: • Why strong wealth strategies fail without accounting for real-life behavior and cash-flow uncertainty • How a “wealth reservoir” can make investing easier, safer, and more consistent than traditional emergency-fund thinking • A clearer way to blend equities, fixed income, and high-cash-value insurance so your plan reflects your reality—not someone else's formulaPress play now to learn how to apply the best ideas from these two books without falling into the common traps that hold business owners back.Discover which phase of wealth creation you are in. Take our quick assessment and you'll receive a custom wealth-building pathway that matches your phase and learn our CRA compliant tax optimized strategies. Take that assessment here.Canadian Wealth Secrets Show Notes Page:Consider reaching out to Kyle…taking a salary with a goal of stuffing RRSPs;…investing inside your corporation without a passive income tax minimization strategy;…letting a large sum of liquid assets sit in low interest earning savings accounts;…investing corporate dollars into GICs, dividend stocks/funds, or other investments attracting corporate passive income taxes at greater than 50%; or,…wondering whether your current corporate wealth management strategy is optimal for your specific situation.A strong Canadian wealth plan helps business owners turn retained earnings into long-term security by combining tax-efficient investing with clear financial vision setting and a balanced investment bucket strategy. By aligning corporate wealth planning witReady to connect? Text us your comment including your phone number for a response!Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance.

Key Topics Covered:1. From Furlough to Property FreedomHow COVID and furlough ended Athena's high‑performing travel career overnight.Using that pause to ask, “Is this the life I want for the next 5–10 years?”Buying her first flat in Bournemouth, getting the numbers wrong, and why she still calls it her “baby” and best teacher.2. Rent‑to‑Rent, Burnout and Pivoting StrategyMoving into rent‑to‑rent HMOs and serviced accommodation to generate cashflow.The reality of late‑night calls, guest issues and stress – including the Sunday night window incident.Handing back all rent‑to‑rent properties and feeling as free returning the keys as when she first got them.Pivoting to simpler, long‑term strategies: buy‑to‑lets and buy–refurbish–refinance, with flips and land development as future options.3. Building Girls in Property: Community, Recurring Income and SupportWalking into a networking room of 45 people with only three women and thinking, “That's a shame.”Finding no UK‑based female property networks or podcasts, then launching Girls in Property in 2023.Growing from a passion project that made no money for over a year into:A sponsored weekly podcast.A £30/month online membership (two live calls a month: “prosperity” and property strategy).A national community hosted on Circle, plus summer/winter parties and an annual training event.How Girls in Property now replaces and exceeds her old salary as a recurring revenue stream.4. Education, Strategy Choice and Market Opportunities“Don't rush to buy a course”: only invest if you can implement from day one.Use free education first (podcasts, YouTube, books) and do due diligence on paid training.Choosing strategy based on four resources: knowledge, money, time, energy – plus personality and end goal.Example of a mentee who came for rent‑to‑rent but was better suited to partnering with an investor on flips.Why today's market, with older landlords exiting, offers opportunities if you talk to people and build relationships with agents.5. Health, Wealth and Your Own Version of SuccessAthena's view of financial freedom as choice – the ability to respond to life, travel and allocate time where it matters.Burning out twice and realising “health is wealth” – long‑term wealth is pointless if you destroy yourself getting there.Her guiding question: “What does your version of success look like – and who's standing next to you on that hill?”Current focus: simplifying businesses, building cashflow and wealth, and aiming to be retired by 50 with businesses that don't rely on her daily presence.Actionable Takeaways:Assess your knowledge, money, time and energy before choosing a strategy.Use free education first; only buy courses you're ready to implement immediately.Document your journey from day one to build trust with future investors and partners.Avoid shiny penny syndrome – simplify down to strategies that fit you and your goals.Protect your health and pace yourself; wealth building is a long‑term game.Resources & Next Steps:Girls in Property Community & MembershipGirls in Property PodcastWealthBuilders Membership: Free access to guides, webinars, and communityConnect with Us:Listen on Spotify, Apple Podcasts, YouTube, and all major platforms.Next Steps On Your WealthBuilding Journey:  Join the WealthBuilders Facebook CommunitySchedule a 1:1 call with one of our teamBecome a member of WealthBuildersIf you have been enjoying listening to WealthTalk - Please Leave Us A Review!

In this powerful episode, Christina Lecuyer cracks open her personal playbook—hundreds of pages of lessons, mindset shifts, and real-world strategies that have shaped her success. She dives into the simple daily habits that create extraordinary results, like the underestimated power of a daily walk, taking action before you feel “ready,” and reframing anxiety into fuel.Christina also gets real about personal responsibility, the mindset behind true integrity, and why setting boundaries is non-negotiable if you want a life aligned with purpose. If you're ready to stop playing small and step fully into your potential, this episode will light a fire under you. If you enjoyed this episode, make sure and give us a five star rating  and leave us a comment on iTunes, Podcast Addict, Podchaser and Castbox about what you'd like us to talk about that will help you realize that at any moment, any day, you too can decide, it's your turn! 

Click to text the show!Connect with Gino:https://barbaro360.com/ Email Jonathan with comments or suggestions:podcast@thesourcecre.comOr visit the webpage:www.thesourcecre.com*Some or all of the show notes may have been generated using AI tools.

Send us a textA veteran property investor shares the proven “B.R.R.R.” formula (Buy, Rehab, Refinance, Repeat) and the U.S. cities still offering homes under $100K.Hear how disciplined buying and long-term thinking can compound wealth faster than chasing the next trend.https://familyoffices.com/

What if every crown, implant, or veneer you placed didn't just build smiles—but built wealth? In this episode, Dr. Len Tau sits down with innovators Max Zanan and Adam Marburger of Dental Protection Group to reveal how dentists can turn warranties into a new revenue stream. They're showing why protecting your patients' dental work can also protect—and grow—your financial future. They explain how this simple yet powerful concept—borrowed from the automotive industry—offers dentists a way to increase patient trust, improve case acceptance, and build long-term wealth through profit-sharing warranty programs. Max and Adam share how their model allows dentists to turn warranties into wealth-building vehicles, all while protecting patients and creating a new stream of passive income in a tax-advantaged environment. They also discuss how to get your team on board, how to present warranties to patients, and why this model is changing how entrepreneurial dentists think about their businesses. You'll learn: Warranties Build Trust: Patients already value protection plans in every purchase—offering one in dentistry creates instant credibility and peace of mind. Wealth Through Risk Transfer: Unlike goodwill replacements, Dental Protection Group's model lets dentists transfer risk and receive compensation when failures occur. Profit Sharing Opportunity: Money left over from unclaimed warranties is returned to the practice, compounding over time like a "401(k) on steroids." Team Buy-In Is Key: Success depends on making warranties part of the practice culture—presented as a standard part of every procedure, not an upsell. Entrepreneurial Dentistry: The program empowers dentists to generate long-term, tax-friendly income, fund growth, or even retire earlier.   Key Takeaways 00:44 Introduction and Event Highlights 02:30 Meet the Dental Protection Group 04:35 Understanding Dental Warranties 06:00 The Value of Warranties in Dentistry 06:40 Warranties as a Consumer Expectation 10:40 Differentiating Warranties from Goodwill 12:50 The Financial Benefits of True Warranties 14:40 Wealth Building through Warranties 16:01 Creating Generational Wealth in Dentistry 17:40 Implementing Warranties in Practice 20:55 The Culture of Warranties in Dental Practices 22:52 The Perfect Scenario for Implementation 28:00 Handling Patient Objections 30:44 Team Buy-In and Incentives 31:35 Quick Onboarding Process 32:35 Transferability of Warranties 37:37 Final Thoughts and Opportunities   — Connect with Max and Adam Visit DentalProtectionGroup.com to schedule a consultation with Max and Adam.

Key Topics Covered:1. Mike's Journey: From Corporate to Property FreedomWhy Mike left a successful retail career for more control and family time.How a nudge from Kevin Whelan led to financial independence through HMOs.Building a business and legacy with his wife Claire and daughter Katie.2. Why Property Still MattersProperty as a long-term investment: realistic 8–10% cash returns plus asset growth.HMOs outperform single buy-to-lets for cashflow and resilience in changing markets.The maturing HMO market: easier entry with ready-made properties and new marketplaces.3. Taking the Leap: Advice for Aspiring HMO InvestorsDefine your financial and lifestyle goals before choosing the HMO route.Research HMO models (young professionals, students, etc.) and build your local power team.Action is key—most successful investors wish they'd started sooner.4. Building HMO X: An Ecosystem for HMO SuccessHMO X supports investors at every stage: learning, buying, operating, scaling, and exiting.Bronze and Silver subscriptions tailored to experience levels with access to expert support, estate agency, and the UK's first HMO auction house.Community, mentoring, compliance guidance, and a world-class power team.5. Compliance, Regulation, and Business MindsetNavigating new regulations like the Renters' Rights Act and staying systemised.Why running property as a business maximises profits and protects tenants.Leveraging your professional background for property success.6. Wealth Building, Legacy & DiversificationUsing a SSAS pension to diversify and strengthen family wealth.The importance of holistic planning: recurring income, multiple pillars, and protection (wills, powers of attorney, insurance).Knowledge transfer—teaching the next generation to build and protect wealth.7. Overcoming Barriers & The Power of CommunityThe value of support networks, mentorship, and learning from those who've “been there.”Why community and accountability increase your odds of success.Real-life case studies and five-star reviews as social proof.8. Practical Tips & Offers for ListenersHMO X offers a 10% discount on annual subscriptions for WealthBuilders members.Free initial chat for anyone exploring HMOs as a new pillar, mention you're a WealthBuilder.Leverage frameworks, community, and expert support to accelerate your journey. Actionable Takeaways:Think Long-Term: Property success comes from time in the market, not timing the market.Be Patient: Real wealth builds over 10, 15, even 20 years of holding strong assets.Aim for Steady Returns: Expect around 8–10% cash return on day one, with capital growth compounding over time.Hold for Growth: Retaining your property allows its value to appreciate significantly.Avoid Shortcuts: This isn't a quick-win strategy—discipline and strategy drive lasting success.Stay Strategic: Plan your portfolio carefully and review it regularly to stay aligned with your goals. Resources & Next Steps:HMO X - HMO Expertise all in one placePlatinum Property Partners - Build your own successful and profitable property businessWealthBuilders Membership: Free access to guides, webinars, and communityConnect with Us:Listen on Spotify, Apple Podcasts, YouTube, and all major platforms.Next Steps On Your WealthBuilding Journey:  Join the WealthBuilders Facebook CommunitySchedule a 1:1 call with one of our teamBecome a member of WealthBuildersIf you have been enjoying listening to WealthTalk - Please Leave Us A Review!

In this episode, Christina Lecuyer gets real about clarity, boundaries, and choosing yourself—especially when the holiday season starts pulling you in every direction. If you've ever struggled to say no, felt guilty prioritizing your needs, or found yourself overwhelmed trying to make everyone happy, this conversation is one you'll want to hear.Christina breaks down what it means to be “selfish” in a way that's actually healthy, empowering, and necessary for a life that feels aligned. Because when you're clear on what you want, you not only show up better for yourself—you show up better for everyone around you.

Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Dr. Joaquin Wallace.

Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Dr. Joaquin Wallace.

Learn how first-generation wealth builders create financial freedom and what stablecoins could mean for your savings. How do you build wealth when you're the first in your family to be able to do so? And can stablecoins really out-earn your savings account? Host Elizabeth Ayoola and Sean Pyles explore generational wealth-building and the myths and realities of stablecoins in a rapidly changing cryptocurrency environment. Joined by entrepreneurs and fiancés Ronne Brown and Courtney Hale, Elizabeth kicks off the first segment with a heartfelt look at how first-generation wealth builders are redefining what it means to be “rich.” Ronne and Courtney share their journeys from modest beginnings to financial independence, relaying how childhood lessons shaped their values, how they built multiple income streams through entrepreneurship, and the steps they're taking to continue building generational wealth together. They discuss the power of investing early, using real estate and the stock market strategically, and protecting assets through estate planning and life insurance. Then, investing writer Sam Taube joins Sean and Elizabeth to break down the difference between Bitcoin and stablecoins — and whether high-yield stablecoins are too good to be true. They explore how the Genius Act changes crypto regulation, how yield-bearing stablecoins compare to high-yield savings accounts, and what risks investors should consider before diving in. They discuss how to find a balance between risk and reward in crypto-based savings options, how stablecoins actually earn yield, and why traditional banking products still offer peace of mind for the risk-averse. Best High-Yield Savings Accounts of November 2025 https://www.nerdwallet.com/banking/best/high-yield-online-savings-accounts  The Costs of Being Unbanked (and How to Minimize Them) https://www.nerdwallet.com/banking/studies/data-unbanked  Crypto staking: What it is, how it works, calculator https://www.nerdwallet.com/article/investing/how-crypto-staking-works  Want us to review your budget? Fill out this form — completely anonymously if you want — and we might feature your budget in a future segment! https://docs.google.com/forms/d/e/1FAIpQLScK53yAufsc4v5UpghhVfxtk2MoyooHzlSIRBnRxUPl3hKBig/viewform?usp=header In their conversation, the Nerds discuss: financial independence, building generational wealth, multigenerational money mindset, family legacy planning, breaking the cycle of poverty, entrepreneurship strategies, business ownership, side hustles, wealth psychology, mindset shifts, money trauma, minority entrepreneurship, real estate investing, stock investing basics, portfolio diversification, passive income streams, estate strategy, life insurance for families, trust and wills, crypto investing, digital currency regulation, crypto yield risks, yield-bearing coins, decentralized finance, DeFi savings, crypto-backed savings accounts, tokenized assets, stablecoin interest rates, inflation hedge, risk management, safe investing, traditional bank safety, asset protection, long-term wealth growth, market volatility, risk versus reward, financial resilience, and balancing traditional and digital assets. To send the Nerds your money questions, call or text the Nerd hotline at 901-730-6373 or email podcast@nerdwallet.com. Like what you hear? Please leave us a review and tell a friend. Learn more about your ad choices. Visit megaphone.fm/adchoices

Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Dr. Joaquin Wallace.

 Everyone talks about building generational wealth in real estate, but few truly understand how to create a lasting legacy that outlives them. In this powerful episode, Gino Barbaro reveals the mindset and strategies behind building generational wealth in real estate — not just by owning assets, but by teaching the next generation to become financial stewards. Drawing from years of experience and interviews with legendary investors, Gino breaks down how to choose the right assets, know your exit strategy, and identify markets that will thrive for decades. He also shares lessons from real-world deals, including when to hold versus sell, how to structure seller-financed exits, and why focusing only on building generational wealth in real estate without passing on knowledge can be a costly mistake. Whether you're just starting your investing journey or planning your family legacy, this episode is a must-watch for long-term thinkers.Connect with Gino Barbaro: gino@jakeandgino.com | barbaro360.com 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)

Two-time Emmy and three-time NAACP Image Award-winning television Executive Producer Rushion McDonald interviewed Sonia Balfour-Fears.

Two-time Emmy and three-time NAACP Image Award-winning television Executive Producer Rushion McDonald interviewed Sonia Balfour-Fears.

Two-time Emmy and three-time NAACP Image Award-winning television Executive Producer Rushion McDonald interviewed Sonia Balfour-Fears.

What you'll learn in this episode:● How to turn failure into your ultimate advantage● The mindset shift that eliminates fear and self-doubt● Why consistency beats talent every time● How to define your own version of success — not someone else's● The secret to building wealth through learning and leverageGUEST: Jeremy Delk Jeremy Delk is a serial entrepreneur with a passion for disrupting industries. Born and raised in a small-town, blue-collar household, he jumped into entrepreneurial ventures with the naivety of a child and the tenacity of a tycoon. Since 2001, Jeremy's businesses have earned hundreds of millions in revenue, created hundreds of high-paying American jobs, and earned one of Inc. 500's fastest-growing company distinctions.FacebookInstagramAmazon  To find out more about Dan Rochon and the CPI Community, you can check these links:Website: No Broke MonthsPodcast: No Broke Months for Salespeople PodcastInstagram: @donrochonxFacebook: Dan RochonLinkedIn: Dan RochonTeach to Sell Preorder: Teach to Sell: Why Top Performers Never Sell – And What They Do Instead

In this episode, Christina Lecuyer gets real about a moment that hit harder than she expected — being called a “life coach.” What seemed like a simple label sparked frustration, self-doubt, and a deeper question of identity. Christina opens up about what it's like to feel misunderstood in your work, why certain words can trigger old insecurities, and how to move through emotional reactions instead of letting them define you.She shares the inner work she had to do: realizing where the anger came from, why proving herself mattered so much, and how she reclaimed her voice and confidence in the consulting space. This episode is for anyone who has ever felt misjudged, underestimated, or boxed into a version of themselves that didn't feel true.If you're in a season of redefining yourself, this conversation reminds you that growth is rarely clean — but always worth it.

Two-time Emmy and three-time NAACP Image Award-winning television Executive Producer Rushion McDonald interviewed Karimah McFarlane.

Two-time Emmy and three-time NAACP Image Award-winning television Executive Producer Rushion McDonald interviewed Karimah McFarlane.

Brian Feroldi discusses the current state of the stock market, providing insights on market valuations, personal investment strategies, and the impact of artificial intelligence on stock analysis. The conversation highlights the importance of sustainability in stock market growth, potential investment pitfalls, and the benefits of leveraging AI tools for detailed analyses. Key Topics & Timestamps Introduction to the State of the Stock Market (00:01:01) Overview of stock market performance in 2025, with S&P 500 recording over 15% growth year-to-date. Current Market Valuation Insights (00:02:04) Discussion on historical performance indicators and high valuation levels. "Sustained double-digit growth in the stock market isn't feasible long-term." (00:02:15) Brian Feroldi's Personal Investment Strategy (00:05:00) Brian shares his strategy of maintaining a 30% cash position during high valuations and investing 70% in the market. Importance of personal financial situations when making investment choices. Impact of AI on Stock Analysis (00:24:19) Insights on how AI can enhance stock analysis when provided with clear directives. "As long as you're giving AI clear directions, it can provide incredible analysis." (00:26:10) Audience Questions and Answers (00:30:00) Discussion on individual stocks vs. index funds and thoughts on tax implications. Benefits of Fee-Only Financial Advisors (00:53:24) Advocating for fee-only hourly consultations for transparent financial advice versus traditional AUM models. Conclusions and Future Predictions (01:03:05) Summary of Brian's thoughts on market sustainability and advice for investor strategies moving forward. Actionable Takeaways Maintain a cash reserve during high market valuations to ensure better investment opportunities. (00:06:32) Utilize AI tools for deeper stock analysis, focusing only on credible data sources. (00:26:10) Regularly consult fee-only financial advisors for actionable insights without ongoing asset management fees. (00:53:24) Key Quotes Brian Feroldi: "Investment strategies should reflect personal financial situations." (00:05:00) Brian Feroldi: "Dollar-cost averaging into total stock market index funds is just so rock solid." (00:21:27) Related Resources Notebook LLM (00:25:05) Finviz Stock Screener (00:40:09) Nectarine (00:53:24) OpenPath Financial (00:54:32) Abundo Wealth (00:54:32) Discussion Questions How has the recent performance of the S&P 500 influenced your investment strategy? (00:02:04) What role do you think AI will play in future investment decisions? (00:26:10) How do you approach high market valuations as an investor? (00:06:32)

On this week's Stansberry Investor Hour, Dan and Corey are joined by their colleague Gabe Marshank. Gabe is the editor of the new Market Maven newsletter, an advisory focused on asymmetric risk-versus-reward opportunities in the stock market. He's also senior analyst on Stansberry's Investment Advisory and Commodity Supercycles. Gabe kicks things off by describing how he got his start in finance, including discovering the world of hedge funds and working for investing legends Leon Cooperman, Steve Cohen, and David Einhorn. He shares what he learned from each investor and how those lessons have affected his current strategy. Gabe also discusses how today's financial world has changed since the 20th century, why the idea of value investing from Benjamin Graham's era is outdated, bankruptcy being capitalism's greatest tool, and what the dot-com boom tells us about future AI success stories. (0:00) Next, Gabe dives deep on Apple. He says the company has bungled its lead on agentic AI in phones, similar to how IBM fumbled its lead with PCs. As he points out, most of the top 10 stocks in the S&P 500 Index change each decade. So he's looking forward to finding what companies could replace today's big dogs. This leads Gabe to critique Microsoft and Amazon Web Services as "at risk," advise listeners not to worry about a potential AI market crash, and explain why he's looking outside of tech for opportunities today. (21:28) Finally, Gabe says consumer discretionary would be a good sector to investigate for future winners, as it's likely to benefit from AI transformations. He emphasizes that AI does not just mean chatbots and large language models – it's machine learning, too. Industries like onshore oil drilling have been using that technology already to improve their efficiency. Gabe then closes the show out with a conversation about copper prices and the commodity industry as a whole. (38:18)

Darren Hardy reveals a life-changing principle that governs every ambition, goal, and dream you have. Once you understand how to properly spend three specific resources, you can achieve anything you want. The key is knowing which one you need most—and how to invest the others wisely! Get more personal mentoring from Darren each day. Go to DarrenDaily at http://darrendaily.com/join to learn more.

The smartest businesses don't start with ideas... they start with demand. Build around what people already want, keep it simple, and scale through service, not stress.Learn how to invest in real estate with the Cashflow 2.0 System! Your business in a box with 1:1 coaching, motivated seller leads, & softwares. https://www.wealthyinvestor.com/Want to work 1:1 with Ryan Pineda? Apply at ryanpineda.comJoin our FREE community, weekly calls, and bible studies for Christian entrepreneurs and business people. https://tentmakers.us/Want to grow your business and network with elite entrepreneurs on world-class golf courses? Apply now to join Mastermind19 – Ryan Pineda's private golf mastermind for high-level founders and dealmakers. www.mastermind19.com--- About Ryan Pineda: Ryan Pineda has been in the real estate industry since 2010 and has invested in over $100,000,000 of real estate. He has completed over 700 flips and wholesales, and he owns over 650 rental units. As an entrepreneur, he has founded seven different businesses that have generated 7-8 figures of revenue. Ryan has amassed over 2 million followers on social media and has generated over 1 billion views online. Starting as a minor league baseball player making less than $2,000 a month, Ryan is now worth over $100 million. He shares his experiences in building wealth and believes that anyone can change their life with real estate investing. ...