Podcasts about wealthy

THE MARRIAGE OF PETER STRONG AND MARY STEVENS Colleague Barbara Weisberg. Weisbergintroduces the marriage of Peter Strong and Mary Stevens, scions of wealthy New York families. Despite a storybook beginning, they move to Peter's mother's estate in Queens to secure his inheritance. This arrangement isolates Mary, who must live among her in-laws rather than in her own home. NUMBER 5

If you want to save on taxes in April, your tax strategy actually has to begin the year prior. On today's show, Mark Kohler from KKOS Lawyers is back on the show to share critical end-of-year tax moves you can make NOW to pay less in taxes. Mark is a nationally-recognized CPA and attorney who is on a mission to help small business owners–including real estate investors–succeed.  On this episode, you're going to learn about everything from employing your family members to setting up tax advantaged accounts like an HSA. Mark is also sharing details about the Big Beautiful Bill, retirement accounts, and more. Whether you're a W-2 employee or an entrepreneur, Mark is bringing high level tips you can use to lower your tax bill! 

THE AUTONOMOUS MIDDLE CLASS AS THE REPUBLIC'S FOUNDATION Colleague Victor Davis Hanson. Victor Davis Hanson argues that a stable republic relies on an autonomous middle class, which serves as a buffer between the wealthy and the dependent poor. Drawing on classical history, he warns that modern policies are "hollowing out" this class, creating a peasantry dependent on the state for survival, illustrated by government campaigns depicting adults in a state of perpetual adolescence and reliance. He contends that high taxes and regulations in places like California are driving this productive class away, leaving behind a stratified society of the very rich and the subsidized poor. NUMBER 1

  ECONOMIC SLOWDOWN AND CONSUMER SPENDING Colleague Gene Marks, The Guardian. Gene Marksreports on a US economic slowdown, citing contracting architectural billings and falling hotel occupancy. He notes that while the wealthy continue spending, the middle class is cutting back on dining out. Marks attributes inflation to government money circulation and discusses proposals for mandated retirement contributions. NUMBER 15

APPIUS CLAUDIUS CAECUS: INFRASTRUCTURE AND POLITICAL GENIUS Colleague Professor Edward J. Watts. Appius Claudius Caecus transformed the Roman censorship office into a power base by building the Appian Way and appointing wealthy Italians to the Senate. As a blind elder statesman, he shamed the Senate into rejecting peace with Pyrrhus, insisting Rome must fight to maintain its dominance and ancestral legacy. NUMBER 10 1450 VIRGIL READING THE AENEID

Top 5 Mistakes Wealthy Investors Must Avoid in 2026Start 2026 with the end in mind. If you earn $200k plus or you have a seven figure portfolio, a few avoidable mistakes can cost six or seven figures over a lifetime. In this episode Andrew Nida from Asset Management Group, Inc. breaks down the five mistakes wealthy investors must avoid in 2026 and how to align investments, taxes, and cash flow with the outcomes you actually want.Even high-income earners and retirees often make significant financial errors. This video addresses common mistakes that can cost hundreds of thousands of dollars, emphasizing the importance of effective financial planning. We discuss how coordinating cash flow, taxes, and risk is crucial for sound financial management, especially as tax planning strategies evolve.

Send us a textIn this episode, Richard C. Wilson sits down with his friend and investor club member Dr. Dat Nguyen — former laser dentist turned Proctor consultant — to break down how he scaled, sold, and reinvested his way to financial and lifestyle freedom.Dat shares how he:Built and scaled a niche laser dentistry practice with zero waiting room time and high-end technologyPrepared his exit strategy, compared DSO vs. private sale offers, and chose freedom over squeezing out every last dollarAvoided trading time for money by shifting into mindset and performance coaching for dentists, doctors, and business ownersApproaches due diligence as an investor by leaning on trusted communities and experts instead of going it aloneStays ultra-healthy and ultra-happy with MURF workouts, daily habits, tracking health metrics, and constantly upgrading his “self-image”Uses mindset principles (faith, focus, law of vibration/attraction) to stay positive even when business and life get toughIf you're a founder, healthcare professional, or investor who wants more freedom, better health, and a bigger future, this conversation will give you both the mindset and practical moves to get there.

Abraham and Lot can't stay together anymore. Their shepherds are fighting. The land can't support both of them. It's time to separate.But here's what makes this moment extraordinary: Abraham gives Lot first choice of where to settle. Left or right, you pick, and I'll take what's left. It's an act of incredible generosity from the elder to the younger, from uncle to nephew.Lot surveys the land and sees the Jordan valley. Lush. Well-watered. Wealthy beyond imagination. It looks like the Garden of Eden. It looks like Egypt. So he chooses it. And in doing so, he "pitches his tent toward Sodom."Rabbi Epstein reveals why this single decision becomes Lot's tragic turning point. The Torah tells us the people of Sodom were "wicked and sinful toward Hashem exceedingly," and Lot knew it. Everyone knew about Sodom the way people today know about Vegas. Yet he chose material prosperity over spiritual proximity to Abraham.The episode unpacks a fascinating debate: When G-d told Abraham to "go to the land I will show you," did He ever actually command him to stay there? The Hebrew is precise, and the answer changes everything about how we understand Abraham's descent to Egypt and his return.You'll discover why G-d doesn't speak to Abraham again until after Lot leaves. What it means that Lot "traveled from the east," which can also be read as "traveled away from G-d." And why Abraham's shepherds refused to let their flocks graze on other people's land even though Lot's shepherds claimed it would eventually belong to them anyway.Rabbi Epstein explores the deeper question underneath Lot's choice: How much are we willing to pay, in money, comfort, or opportunity, to stay close to righteousness? And when does leaving that proximity become the beginning of our own undoing?The episode also addresses whether Abraham made a mistake by letting Lot go, why the Canaanites were living in land that belonged to Shem's descendants, and the profound promise G-d makes to Abraham immediately after Lot departs: "All the land you see, I will give to you and your descendants forever."This is about the choices we make when righteousness and prosperity point in opposite directions, and what happens when we convince ourselves we can have both.

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Dear Wealthy Me with Tasha Chen Guest Bio: Tasha Chen, THE #1 MANIFESTATION & WEALTH MENTOR FOR WOMEN ENTREPRENEURS & EXECUTIVES. Co-founder, Science of Getting Rich Academy Tasha Chen is a wealth and success coach for high-achieving women executives and entrepreneurs who want to elevate wealth and abundance in every area of life.  Her proven Vision Alignment MethodTM has helped more than 17000 people find ease and joy, while enjoying quality time with their families, manifest tremendous levels of wealth, and have the freedom to do what they love.  With Tasha's coaching and proprietary methods, her community has manifested $163 Million and created 12 Millionaires and MultiMillionaires and counting.  Tasha is a highly sought-after author, international speaker, and mindset mastery expert who works with go-getters, impact-makers, and action takers.  She says: "I have used the principles I teach to change my life and realize my financial dreams. In the process, I choose to share the journey (the "HOW TO") with women from all over the world, and they, too, have amassed wealth exceeding $163 Million. I have a very controversial position on wealth creation that defies the masculine "hustle and work hard" paradigm so many women have adopted. I believe we can co-create Wealth with Ease when we understand our innate power to create wealth and know that we deserve to have lives filled with an abundance of wealth." Video Version: https://www.youtube.com/live/hdRvgdQTW18?si=eqFcRJ8TJqnS5jkt Chat with Teresa during Live Show with Video Stream: write a question on YouTube Learn more about Teresa here: https://www.webebookspublishing.com   http://authenticendeavorspublishing.com/

Crypto is no longer just a niche play. Asia’s high-net-worth individuals are increasingly allocating real portions of their portfolios to digital assets. According to Sygnum’s 2025 APAC HNWI Report, nearly half of HNWIs in the region now dedicate more than 10% of their wealth to crypto, viewing it as a tool for long-term preservation and legacy planning rather than pure speculation. What’s driving this bullish sentiment? And how will crypto shape private wealth strategies in 2026? On Wealth Tracker, Hongbin Jeong speaks with Jason French, Executive Director at Sygnum Bank, to break down the trends, the opportunities, and what this shift means for the future of wealth in Asia.See omnystudio.com/listener for privacy information.

PREVIEW Guest: Professor Ed Watts Summary: Professor Watts details the historical inevitability of conflict between Rome and Carthage, driven by Mediterranean geography and control over trade routes between the wealthy East and resource-rich West. He explains how Rome's expansion into Sicily threatened Carthage's commercial dominance, a fate symbolized by the death of Dido. 1900 CARTHAGE

Debt is a very powerful tool, and often we are socialized to believe that debt is bad and being debt-free is good, and that's actually not true.In this episode, I'm sharing the difference between wealthy debt and broke debt, why the world's largest companies almost always have debt on their balance sheets, and how debt can either accelerate your growth or become a huge downfall if you don't know how to use it properly.Tune in to learn:Why debt itself isn't bad, and why being debt-free isn't always betterThe difference between how wealthy people and broke people think about debtHow debt can be used to create future growth, or rob your future selfThe few things you must understand to use debt powerfully, especially during high-spend seasons

WHAT MOST PEOPLE MISS IN THEIR FINANCIAL PLANNING FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Thad Ismart | CFP®, ChFEBC, CEPS  Senior Financial Planner About This Episode Even when your finances feel “on track,” hidden blind spots can quietly undermine your progress. In this episode, Thad Ismart explains how overlooked behaviors, assumptions, and habits can create financial risk—and how to identify them early. Full Description Many people assume that once they have a budget, an emergency fund, and a basic investment strategy, their financial life is in good shape. But confidence can sometimes create blind spots—areas that go unexamined simply because they're unfamiliar, uncomfortable, or easy to postpone. In this episode of Healthy, Wealthy & Wise, Thad Ismart, CFP®, ChFEBC, CEPS, Senior Financial Planner at Baltimore-Washington Financial Advisors, explores common financial blind spots and why they matter. He explains how people often focus on the parts of money management they understand while overlooking equally important areas that can impact long-term outcomes. Thad discusses how phrases like “spend money to make money” can be misunderstood and lead to unnecessary risk. He also explains why common financial rules of thumb—such as avoiding tax refunds at all costs—don't always apply to every situation. What works for one person may not work for another, and rigid thinking can prevent better solutions. Another major blind spot is comparison. Social media and lifestyle envy can distort priorities, pushing people to spend, invest, or borrow in ways that don't align with their goals. Thad also highlights how early life experiences shape our beliefs about money, often influencing decisions without us realizing it. Finally, the episode addresses one of the most common blind spots of all: retirement planning procrastination. Many people delay planning because the future feels uncertain or overwhelming. Thad emphasizes that financial planning is an ongoing process—one that evolves as life changes. This episode encourages listeners to step back, reassess assumptions, and address the gaps they may not even know exist. At BWFA, our financial planning process is designed to identify gaps and help clients make informed decisions over time. For more information, visit BWFA's Financial Planning Services.

In this episode, Brett Tanner and co-host Katelyn Mitchell walk through the exact end-of-year and start-of-year wealth checklist they personally use to manage their businesses, reduce taxes, and grow long-term wealth.This episode is highly tactical — Brett covers how to update entity structures, evaluate your investments, adjust your wealth plan, review rental performance, optimize retirement accounts, and create a simple 12-month business and financial roadmap.If you're building wealth, this episode shows you precisely what to review, update, and execute every December and January to stay on track for long-term financial freedom.

What does it really look like to build your empire as a woman — without sacrificing your family, your peace, or yourself? In this special behind-the-scenes episode, Elyse joins Michelle Chalfant and Jessica Papineau for a powerful conversation recorded on Laura Dionisio's podcast, The Pivot Point Podcast. Together, they pull back the curtain on what it means to create massive business success and a deeply aligned life.Inside this conversation, we explore:Why the belief that you must choose between success and presence is outdatedHow to release the internal ceilings that keep you stuck at the same income levelHealing money and leadership patterns at the identity levelEmbodying your highest self now, not “someday”Creating wealth, legacy, and impact on your own termsThis episode also shares about THE EMPIRE Mastermind, a new experience for women ready to build their empire in 2026 and beyond — rooted in identity, embodiment, healing, and expansive business strategy. If you've felt the pull for more — more income, more freedom, more alignment — this conversation will meet you exactly where you are.

Ever wondered what a high-powered healthcare executive thinks physicians should know about money, leadership, and career longevity? This episode of BackTable ENT features an especially engaging conversation with Bob Glazer, a recently retired healthcare executive, who shares his wisdom on achieving financial and personal abundance with guest host Dr. Aleysha Khalid. --- SYNPOSIS The discussion covers Bob's extensive career in healthcare administration to key financial strategies for otolaryngologists, including tax planning and long-term financial management. Mr. Glazer emphasizes the importance of balancing career ambitions with personal life, planning for different stages of one's professional journey, and exploring entrepreneurial ventures. With practical advice on leadership, maintaining work-life balance, and continuous self-improvement, Mr. Glazer offers invaluable guidance for both young practitioners and seasoned professionals in healthcare. --- TIMESTAMPS 00:00 - Introduction02:53 - The Importance of Tax Planning for Physicians06:50 - Navigating Early Career Financial Decisions11:40 - Building a Strong Professional Reputation14:51 - The Seven-Year Itch: Seeking New Challenges23:59 - Understanding Risk Tolerance26:25 - Balancing Work and Life as an Otolaryngologist29:37 - Retirement and Rediscovering Hobbies32:36 - Leading Yourself and Crafting Your Life35:37 - Data-Driven Leadership and Career Advice38:43 - Final Takeaways --- RESOURCES Robert Glazerhttps://www.askascent.com/page/RobertGlazerbio

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Too many lawyers (who make great money) somehow don't end up with much wealth. Why is that, and how can you ensure that you don't fall into the most common wealth traps? Listen to today's episode with guest (and financial planner) Jeffery Lamont to get the answers you need to be a wealthy lawyer, not just a lawyer who makes great money yet doesn't amass a lot of wealth. The post #219: Be A Wealthy Lawyer appeared first on Life & Law Podcast.

On this episode of Adversity Kings, host Tristan Dlabik sits down with Priamo Persichetti to talk about a major new milestone in their business journey together. They break down what's working, what's changed, and why their current strategy sets them up for long-term success. The conversation also exposes flawed tactics used in other life insurance models that fail to build real, sustainable wealth, while highlighting smarter approaches that actually compound over time. To wrap it up, Tristan and Priamo share valuable insights on how to not just make money, but stay wealthy as the future continues to look brighter than ever.

Economist Rob Larson discusses the cloistered world of the very rich, their power and wealth, and their influence over all our lives. The post Fund Drive Special: The Rule of the Wealthy appeared first on KPFA.

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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  

Barbara Goodstein looks at long-term market opportunities that interest the “very wealthy” clients she works with. She says they are still looking at crypto and AI: “this is about growing wealth for the future…Bitcoin always comes out on top.” She likes stocks that are “using Bitcoin as their treasury,” arguing that the coins themselves are undervalued. Barbara also highlights “all of the metals” and some international markets.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Making smart financial decisions doesn't mean complicated math! David Chilton, author of The Wealthy Barber, on how you can navigate today's risky economic landscape.

Author Michael Lewis joins Sam to celebrate the 15th anniversary of The Big Short and talk about if we’ve learned any lessons since its publication—like why we so often conflate wealth and wisdom. They discuss why they don’t think anyone would actually prefer to go back 30 or 60 years if they had the choice, why cutting interest rates mean house prices will go up, and why Michael wouldn’t bet against Bitcoin but Sam refuses to take most financial risks. They talk about the tragedy of the CPFB being gutted, why Americans treat the government like the enemy, and if there’s a Canadian “deep state.” Keep up with Samantha Bee @realsambee on Instagram and X. And stay up to date with us @LemonadaMedia on X, Facebook, and Instagram. For a list of current sponsors and discount codes for this and every other Lemonada show, go to lemonadamedia.com/sponsors.See omnystudio.com/listener for privacy information.

In this week's episode of Wealthy and Aligned , I share how Human Design and the Gene Keys helped me rebuild trust with myself, soften out of survival mode, and finally become the confident, aligned woman I always knew I was becoming.   We talk about: • what confidence looks like through your design • how midlife, burnout, and emotional survival shape your expression • why embodiment — not information — creates real transformation • the moments that shifted my marriage, my parenting, and my business • the power of your Wealth Codes™ in guiding every decision If you're craving clarity, self-trust, and a deeper sense of who you are, this conversation will ground you back into yourself.   Apply to Work with Danielle HERE  Download your Wealth Codes HERE  Get the Email Series that Pays HERE   

When life throws you something you can't control, most women spiral into frustration — but it's never the circumstance that creates suffering, it's the story you tell about it.In this episode, I share the mindset tool that has changed my life (and my clients' lives) the most, and the two beliefs that instantly create freedom no matter what's happening around you.Tune in to learn:How to navigate unexpected hurdles, challenges, and contractions with easThe tool that has transformed Kristen's life more than anything elseWhy it's never the circumstance — it's your belief about the circumstanceTwo powerful beliefs that instantly create freedom in your body and peace in your life

In this episode of the Canadian Podcast, Zak speaks with Tracey Lundell, Senior Investment Advisor and wealth management specialist with over 31 years of experience helping clients build, protect and transfer wealth with intention.Tracey works closely with business owners, executives, nonprofit organizations and pre retired and retired individuals who need advanced investment strategies, tax planning, fixed income expertise and long term wealth and philanthropic planning. She explains how personalized financial planning and disciplined investing create stability across market cycles.Based in British Columbia and serving clients across BC, Alberta, Ontario and Nova Scotia, Tracey shares insights on navigating complex financial decisions, preserving capital, planning for retirement and aligning wealth with values. She also discusses how innovation and client experience shape modern wealth management.The conversation explores Tracey's background, including her education at UBC, her Chartered Investment Manager designation, and why continuous learning matters in today's financial landscape. Tracey also highlights her lifelong commitment to community involvement and charitable leadership across Canada.This episode is ideal for anyone interested in wealth management, investing strategies, retirement planning, tax efficiency, legacy planning and using financial success to create long term impact.Learn More about Tracey by visiting: https://www.harbourfrontwealth.com/team-members/tracey-lundell/

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→ Share this episode with somebody you think would benefit from it, and send me a DM. I would be honored to know what resonated most with you from this episode. ←↓This episode wasn't supposed to air.At the Wealthy & Well-Known Summit, I stepped on stage for an unfiltered Q&A about building a brand when nothing seems to be working. No keynote, no polish—just the truth.I shared what the last two years have really looked like behind the scenes: missed expectations, pivots, and hard-won lessons in resilience, integrity, and reinvention.You'll hear:What it means to build in the darkThe real cost of scalingWhy consistency matters more than confidenceHow 25 Zoom calls shaped my next business moveIf you've ever wondered, “Is it supposed to be this hard?”—this one's for you.Let's ride.Click play to hear all of this and:[00:46] An honest behind-the-scenes look at why this recording felt too raw to release.[01:44] Why leaning into polarity and being unapologetically bold matters more than ever.[03:50] An exploration of what it feels like to evolve when your audience can't yet see the full picture.[05:22] The difficult decision to give up control—and the clarity that followed.[06:20] How a personal mantra—“If I don't quit, I can't lose”—became a lifeline during discouraging seasons.[08:07] How real conversations with ideal clients led to a powerful, beta-tested business pivot.Listen to Related Episodes:How to Discover Your Uniqueness and Gain the Recognition You Deserve with Rory VadenHow to Get the Most Profitable Leads for Your Business with Rory VadenIf you'd like to connect further with Rory and his team, visit freebrandcall.com/jasminestar to sign up for a free call. You can also follow Rory on Instagram at @roryvaden and @brandbuildersgroup.Share this episode with somebody you think would benefit from it, and send me a DM. I would be honored to know what resonated most with you from this episode.For full show notes, visit jasminestar.com/podcast/episode604You know that feeling when you find a platform that just works—and you never have to worry about switching? That's been me and Showit for the past 10+ years.I built my website with Showit because it gives me total design freedom.If you're ready to build a website that works FOR you—and not against you—head to JasmineStar.com/showit for a 14-day free trial + first month free when you subscribe!

In this episode, the team digs into the newly updated 2025 edition of The Wealthy Barber — Dave Chilton's iconic Canadian personal finance book that helped shape millions of financial journeys. Ben, Dan, and Ben walk through the biggest lessons Dave has reworked for a world of high housing costs, social-media-fueled spending pressure, new tax-sheltered accounts, and the ever-present noise of investing advice. This discussion explores why the book remains so effective: it blends timeless principles with approachable storytelling, humor, and deeply practical guidance. The conversation also highlights Dave's real-world insights from reviewing thousands of personal financial situations across Canada. You'll hear how the book explains foundational habits like paying yourself first, why simple investing beats stock picking, how renters can build wealth, and why understanding your own spending is the key to unlocking both financial progress and happiness. Whether you're brand new to money or a seasoned investor, the updated lessons hit harder in 2025 than ever before.   Key Points From This Episode: (0:04) Introduction — recording early and setting up a deep dive into the updated Wealthy Barber. (0:53) Why the new 2025 edition lands so well: humor, modern references, and timeless lessons. (1:30) Dave Chilton's real-world insight from reviewing thousands of Canadians' financial situations. (2:23) Why the storytelling works — characters, humor, and accessible teaching. (3:45) Inside the narrative: Roy the barber, Matt, Maddie, Jess, Kyle, and the barbershop regulars. (7:53) Lesson 1: "You can do this" — personal finance isn't about math, it's about simple principles. (12:08) Lesson 2: Save 10% and pay yourself first — habit beats theory, compounding does the rest. (14:29) Why saving is hard today: algorithms, FOMO, lifestyle creep, and rising costs. (16:57) The behavioral case for saving early, even if economists say otherwise. (18:52) Lesson 3: Be an owner, not a loaner — stocks vs. bonds and the engine of human ingenuity. (22:49) The investor's paradox — the less you think you know, the better you invest. (24:05) Why indexing wins: skewed stock returns and the impossibility of picking winners. (27:49) How investing has changed since 1989 — indexing is now widely accessible. (28:18) "The world feels scary today…" — the 1847 quote showing it always feels that way. (34:03) RRSP vs. TFSA — identical outcomes at equal tax rates, and why RRSPs shine when taxed lower later. (39:12) Debunking the RRSP "tax bomb" — why high earners still benefit most. (42:06) Lesson 4: Housing — the four levers to buy today (cheaper homes,

In this episode of the Healthy, Wealthy, and Smart podcast, host Dr. Karen Litzy welcomes Dr. Eva Norman, a seasoned physical therapist with over 25 years of experience. Dr. Norman shares her journey of establishing a unique physical therapy model that operates outside the traditional insurance framework. She discusses the inception of her business, Live Your Life, which provides personalized, in-home therapy services tailored to individual needs. The conversation delves into the challenges and successes of running a cash-based practice, the importance of listening to clients, and the innovative approaches Dr. Norman has implemented to transform patient care.   Takeaways Dr. Eva Norman's practice focuses on personalized, in-home therapy services. The business model operates outside traditional insurance frameworks. Listening to clients' needs is crucial for business growth and patient satisfaction. Dr. Norman's practice offers a wide range of services, including physical, occupational, and speech therapy. The practice has expanded to include acupuncture, massage, and dietitian services. Partnerships with local agencies enhance service delivery and patient care. Telehealth services have been integrated to reach underserved areas. The practice emphasizes the importance of a holistic approach to patient care. Dr. Norman's innovative model has led to numerous patient success stories. The conversation highlights the value of diversifying services in a cash-based practice.   Chapters 00:00:00 Introduction and Guest Welcome 00:00:00 Dr. Eva Norman's Background 00:00:00 Inception of Live Your Life 00:00:00 Challenges and Successes 00:00:00 Innovative Therapy Approaches 00:00:00 Expanding Services and Partnerships 00:00:01 Telehealth and Holistic Care 00:00:01 Patient Success Stories 00:00:01 Advice for Aspiring Therapists 00:00:01 Conclusion and Contact Information   More About Dr. Norman: Dr. Eva Norman has been practicing physical therapy for more than 25 years. Her passion and commitment continue to be to bring the benefits of physical therapy to the residents of her community and to those in need of it in the surrounding counties. She received her B.S. and M.S. degrees in Physical Therapy in 1996 and her Doctor of Physical Therapy degree in 2009, from Thomas Jefferson University in Philadelphia, PA. Through the years, Dr. Norman has practiced in different practice settings with patients of all ages with various diagnoses. Early on in her career she developed a strong interest in geriatric rehabilitation. To expand her skill set over the years she has taken numerous continuing education courses and also worked in the areas of neurology, orthopedics and cardiopulmonary rehabilitation. In April 2013, she became a Certified Exercise Expert for the Aging Adult. Dr. Norman is currently licensed in Minnesota and Florida. She is an active member of the American Physical Therapy Association (APTA) since 1994. Currently, he is the APTA Federal Affairs Liaison for Florida and PT PAC Ambassador for Florida. Dr. Norman also serves on the Board of Trustees for the Foundation for Physical Therapy Research. In September of 2009, Eva founded Live Your Life Physical Therapy, LLC in response to her passionate desire to offer to her clients, patients, and the public, services (both in home and the community) that could help them to experience health, wellness, and a more active lifestyle throughout their life spans, through the creative applications of preventative and rehabilitative physical therapy.   Resources from this Episode: Live Your Life PT Live Your Life on Instagram Dr. Norman on LinkedIn Live Your Life on Facebook   Jane Sponsorship Information: Book a one-on-one demo here Mention the code LITZY1MO for a free month   Follow Dr. Karen Litzy on Social Media: Karen's Instagram Karen's LinkedIn   Subscribe to Healthy, Wealthy & Smart: YouTube Website Apple Podcast Spotify SoundCloud Stitcher iHeart Radio

 A new investigation by ProPublica and High Country News reveals how wealthy ranchers and corporations are profiting from federal subsidies for fees they pay to graze cattle on public land. The three-part investigation used data from the Bureau of Land Management to analyze grazing fees and identify the largest ranchers on public lands. Joining us for more details is Mark Olalde, an investigative reporter at ProPublica.

“Wealthy people have an investing playbook: a system that works whether markets boom, crash, or move sideways.” Jaspreet breaks down the 5-step playbook he wishes he had on Day 1: how to fund your investments automatically, choose between cash flow vs. growth, pick a strategy (passive, outsourced, or active), design a real portfolio across asset classes, and set a smart selling + tax plan. Less guessing, more compounding. What You'll Learn The money-flow system: 75/15/10 (or 50/30/20 if you're going aggressive) + 3 separate bank accounts Cash Flow vs. Growth: how to pick, and why starting with one matters Strategy tiers: Passive (ABB: Always Be Buying), Outsourced (AUM & fees), Active (research-first) Portfolio design beyond stocks: business, real estate, stocks, speculative (startups/crypto), gold Selling & taxes: when to trim, 1.5% AUM math, and why real estate's 1031 exchange can defer taxes Chapters 00:00 Hook: The playbook the wealthy use 01:02 Step 1 — Get the money to invest (75/15/10, 3 accounts, automation) 05:28 Step 2 — Define your goal: cash flow vs. growth 09:10 Step 3 — Choose a strategy: Passive, Outsourced, or Active 15:22 Step 4 — Build the portfolio (asset classes & real diversification) 21:05 Step 5 — Selling rules, fees, and taxes (1031s, capitals gains) 25:40 Putting it together: the playbook in one page Keywords: investing playbook, how to start investing 2025, cash flow vs growth investing, ABB always be buying, 75/15/10 rule, investing strategy passive vs active, diversify beyond stocks, real estate investing basics, AUM fees explained, 1031 exchange basics, Minority Mindset #investing #personalfinance #wealthbuilding #stockmarket #realestate #MinorityMindset #financialeducation Want more financial news? Join Market Briefs, my free daily financial newsletter: https://link.briefs.co/3JJ8LOT Below are my recommended tools! Please note: Yes, these are our sponsors & advertisers. However, these are companies that I trust and use (or have used). The compensation doesn't affect my recommendations or advice. That being said, you should always do your own research & never blindly listen to a random guy on YouTube (or a podcast). ---------- ➤ Invest In Stocks Passively 1) M1 Finance - Buy stocks & ETFs automatically: https://theminoritymindset.com/m1 ---------- ➤ Life Insurance 2) Policygenius - Get a free life insurance quote: https://theminoritymindset.com/policygenius ---------- ➤ Real Estate Investing Online 3) Fundrise - Invest in real estate with as little as $10! https://theminoritymindset.com/fundrise ----------

COSTLY MISTAKES THE PITFALLS OF IRA WITHDRAWALS FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager, BWFA and Tyler Kluge | CFP®, ChFEB℠, CPWA®, CDFA®, CEPS,  Financial Planner, BWFA About This Episode Individual Retirement Accounts (IRAs) are powerful tools for building wealth, but costly mistakes with withdrawals can lead to penalties, taxes, and reduced savings. In this episode, BWFA's Sandy Hornor, Jr. and Tyler Kluge explain how to avoid common errors with IRA withdrawals and keep your retirement plan on track. Full Description IRAs are designed to help individuals save for retirement with tax advantages. But when it comes time to withdraw funds, the rules can be complex. Missteps—like withdrawing too early, missing required distributions, or failing to plan for taxes—can create significant financial consequences. In this episode of Healthy, Wealthy & Wise, BWFA's Sandy Hornor, Jr. and Tyler Kluge break down the most common mistakes people make with IRA withdrawals. They explain how taking money out before age 59½ can trigger early withdrawal penalties, and how overlooking required minimum distributions (RMDs) after age 73 can result in steep fines. The discussion also highlights how failing to coordinate withdrawals with other income sources can push retirees into higher tax brackets. Listeners will learn strategies to avoid these pitfalls. Sandy and Tyler emphasize the importance of understanding withdrawal timelines, planning ahead for taxes, and considering how withdrawals align with broader retirement goals. They also discuss how beneficiaries can make costly mistakes when inheriting IRAs if they don't follow the right distribution rules. The key takeaway: accumulating savings in an IRA is only part of the journey. Managing withdrawals wisely is just as important for preserving wealth in retirement. With the right guidance, retirees can maximize the value of their IRAs while minimizing taxes and penalties. At BWFA, we help clients navigate the complexities of retirement accounts, ensuring that every decision supports long-term financial security. This episode provides practical insights into how to avoid fumbling one of the most important aspects of retirement planning. For more resources, visit BWFA's Tax Planning Services.

In today's episode of The WAG Diaries, we're breaking down one of the most powerful mindset shifts you can make on your glow-up journey: acting wealthy while you're still building wealth. Last week's episode was all about becoming the woman who thinks wealthy, this week is about becoming the woman who moves wealthy with intention, discipline, vision, and identity. This episode teaches you:  What “acting wealthy” really means (and what it absolutely doesn't) You'll learn why this is not about faking a lifestyle, overspending, or performing luxury online. Instead, it's about elevating your standards, habits, and environment so your identity aligns with the woman you're becoming. The psychology behind identity-based transformation. We dig into the science of why your brain responds to identity before results and how embodying your wealthy woman energy NOW is what actually creates wealth later. How to build a luxury lifestyle responsibly while staying financially smart You'll hear exactly how to upgrade your wardrobe, curate your environment, build your network, elevate your presence, and invest intentionally without going into debt or sacrificing your financial goals.  Real-life examples from my own WAG journey. You'll see how I'm implementing all of this in real time on IG: @byvictorianicole and @WAGDiariesPodcast. Five actionable steps to start acting wealthy TODAY This episode gives you a blueprint for: Elevating your environment Making intentional luxury purchases Building sustainable wealthy-woman habits Showing up with confidence and presence Putting yourself in the rooms that match your future CONNECT WITH VICTORIA: Instagram (Personal): @byvictorianicole Instagram (Podcast): @thewagdiariespodcast TikTok: @byvictorianicole Linktree: linktr.ee/byvictorianicole   Subscribe to The WAG Diaries so you never miss an episode! Apple Podcasts | Spotify 

If you're using AI to chase shortcuts or avoiding it altogether, you're already behind. In this episode of the Wealthy and Well-Known Podcast, Rory and AJ Vaden pull back the curtain on how they're integrating AI into the core operations of Brand Builders Group—not with hype, but with hard-won, real-world systems that are actually working right now. After years of testing and building, they've developed a practical approach to AI that helps them scale without sacrificing the human strategy that makes their brand magnetic. This isn't about chasing shiny objects—it's about leveraging intelligent tools to build a high-trust, high-impact business that runs without burning you out. If you're tired of trading time for money and want to build a business that grows with or without you, this conversation is your next step. Inside this episode: Why most entrepreneurs mistake growth for scale—and stay stuck because of it The two-audience framework that allows you to serve your clients and your team with AI Why BBG ditched generic tools to build a proprietary bot suite The most powerful, practical use-cases of AI Rory and AJ are using today How AJ is cutting hiring time in half while improving quality across the board Time-saving strategies they're applying both at home and in business Why most AI strategies fail—and what to do differently If you want to scale smart and stay relevant, this episode is a must.   DOWNLOAD OUR FREE AUDIOBOOK: wealthyandwellknown.com/audiobook

What you'll learn on this episode:How your beliefs directly shape your sales success The number one mistake real estate agents make—and how to fix it How to turn fear into faith to unlock higher confidence and performance Why persistence matters far more than perfection How Dan's firewalk experience transformed his mindset forever Practical steps to eliminate self-doubt and take consistent daily action 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

Welcome back to The Wealthy & Well Podcast today's episode is a full-bodied, data-meets-destiny breakdown of my entire year as a regulated CEO, mentor, mom, and movement-maker. If you love transparency, strategy you can feel, and the behind-the-scenes of building a multimillion-dollar brand rooted in nervous system nourishment… this one's your episode. Inside, I'm walking you through: My 2025 Month-by-Month Review The Trends I Saw Across the Industry in 2025 and what I predict will matter most in 2026. The 3 Main Cycles Every Business Moves Through The Energetic Shift: Year of the Snake → Year of the Horse Numerology: A Collective Year 1 + Your Personal Year Theme Let's connect: Instagram @katcynewski @wealthyandwellwoman website If you're calling in your next-level year: Join me in Flourish, my 12-month mastermind for high-achieving women ready to sell out their high ticket core offers, stack MRR, and expand their nervous system capacity for a life that FEELS better than it looks. APPLY NOW for a January 2026 start. Join me in person for Wealthy & Well Live April 15-17th in Portland, Maine for the ONLY 3 day business conference will yo will learn how to make big money and ost importantly FEEL incredible while doing it. GET YOUR TICKET HERE.

You can now watch us LIVE on YouTube! Dick Van Dyke is reflecting on 100 years. It's mind boggling that Netflix has $83 Billion to buy Warner Brothers. Despite the news, it wasn't a bad weekend for the movie theaters thanks to Five Nights at Freddy's, Zootopia, and Kill Bill. It's time to get your Christmas tree! Wealthy people are stealing from the self check out. Why are people afraid of the dentist?

You can now watch us LIVE on YouTube! Dick Van Dyke is reflecting on 100 years .It's mind boggling that Netflix has $83 Billion to buy Warner Brothers. Despite the news, it wasn't a bad weekend for the movie theaters thanks to Five Nights at Freddy's, Zootopia, and Kill Bill. It's time to get your Christmas tree! Wealthy people are stealing from the self check out. Why are people afraid of the dentist? Miley Cyrus reveals her engagement was a total surprise. She's not easy to surprise, but she is easy to scare - with paper. Mo money, Mo phobias. New stadiums might be the end of football in the snow. Vinnie's telling the gang how to pose for the perfect photo. Pantone has announced their color of the year. Can't stand the silence? 1 in 4 people insist on having music playing at all times. Netflix and Warner Brothers struck a deal, but Paramount isn't ready to give up. Meanwhile Hollywood isn't ready at all. Sarah better hurry up and watch Pluribus. Former HGTV star has been sentenced for fraud. The top 10 Google searches of 2025. THE trend this year was AI. Cats agree! Men don't listen. Third time's the charm for Fyre festival creator Billy McFarland. Katy Perry and Justin Trudeau are Instagram official. Did Taylor Swift really buy out another bride's wedding date? Travis Kelce says he and Taylor have never had an argument. Are you saying that right? Vinnie's got the most mispronounced words of 2025. Plus, a nice walk down memory lane: When did that happen?

Cleopatra's Spectacular Introduction to Antony: Colleague Barry Strauss describes Cleopatra's spectacular introduction to Antony and her background as the ruthless, wealthy queen of the Ptolemaic dynasty, noting that Antony values her resources and acknowledges her son Caesarion as Julius Caesar's child, highlighting Cleopatra's wealth display with the pearl story and their strategic alliance.

Work with Sumi 1-on-1 (Main Link):

It's Sunday and I'm wrapping up the week by summarizing this week's theme: Why Most Americans Never Become Wealthy  In case you missed any episodes this week, here's what we covered.

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3376: Nick Maggiulli unpacks how wealthy individuals allocate their assets, revealing that investment strategies often depend more on access and status than on performance alone. While ultra-wealthy investors lean heavily into alternatives like private equity and hedge funds, this typically happens after wealth is accumulated, not as the path to it, offering a crucial reminder to focus on what works for your own situation rather than mimicking the elite. Read along with the original article(s) here: https://ofdollarsanddata.com/how-do-the-wealthy-invest/ Quotes to ponder: "Try not to forget that the wealthiest 10% of Americans own nearly 90% of all U.S. stocks!" “Not all investing is about money, sometimes it's about status too.” “There are many ways to preserve and grow your wealth. The hard part is finding what works best for you.” Episode references: Michael Kitces: https://www.kitces.com Learn more about your ad choices. Visit megaphone.fm/adchoices

This week on Everybody in the Pool, we're starting in full aspirational mode (with one of my least climate-friendly obsessions) — with iconic classic cars rebuilt as state-of-the-art EVs. Think: vintage Porsches, Land Rovers, Pagodas, even a GT40… all stripped to bare metal, fully restored, and reborn as clean-air electric machines. Yeah, I'm dying over here.My guest is Justin Lunny, founder and CEO of Everrati, a company that electrifies beloved classic cars while also building a cutting-edge EV powertrain platform used by new low-volume automakers around the world.It's a story about craft and circularity — giving existing cars a new, zero-emission life — and about how aspiration drives climate adoption. Wealthy early adopters (and their garages) help prove what's possible, push down cost curves, and build social permission for the EV future.We get into:How Everrati “redefines” classic cars using full CAD modeling, advanced engineering, and hand-built restorationWhy their EV powertrains use motors and components normally found in hypercars and Formula EThe economics: donor cars, bespoke builds, and why the least-loved 964s are perfect candidatesWhy keeping old cars alive — electrically — is a circularity winThe B2B side: powering new sports cars and specialty vehicles for low-volume OEMsWhy electrifying halo cars helps drive broader consumer aspirationBattery modularity, future upgrades, and designing for long-term sustainabilityJustin's personal journey from tech entrepreneur to climate-driven car nutLinks:Everrati: https://everrati.com/All episodes: https://www.everybodyinthepool.com/Subscribe to the Everybody in the Pool newsletter: https://www.mollywood.co/Become a member for the ad-free version of the show:https://everybodyinthepool.supercast.com/ Hosted on Acast. See acast.com/privacy for more information.

In this episode of the Healthy, Wealthy and Smart podcast, host Dr. Karen Litzy sits down with Amy-Lynn Taylor, Jane's Customer Insights and Enablement Expert, to discuss the innovative solutions Jane offers to healthcare practitioners. Amy shares her journey from the US support team to her current role, emphasizing the importance of customer feedback in product development. The conversation covers Jane's AI scribe, community building, and upcoming features, providing listeners with insights into how Jane is transforming the healthcare industry.     Takeaways Amy Lynn Taylor emphasizes the importance of customer feedback in product development. Jane offers a free plan for practitioners to try AI Scribe with up to five notes a month. The AI scribe has been a game-changer for many practitioners, improving their workflow. Jane's community-building began organically and remains a priority. The platform integrates AI to enhance user experience and streamline processes. Jane's customer support is highly praised for its dedication and effectiveness. Upcoming features include secure messaging and telehealth capabilities in the client app. Jane websites can now be created quickly with AI, integrating seamlessly with the platform. The platform's community includes Facebook groups for users and non-users to connect. Jane's AI tools help clinics build their social media presence and improve SEO.   Chapters 00:00:00 Introduction and Guest Welcome 00:00:00 Amy Lynn Taylor's Journey and Role 00:00:00 Jane's AI Scribe and Free Plan 00:00:00 Community Building and Customer Support 00:00:00 Upcoming Features and Innovations 00:00:00 Conclusion and Key Takeaways   More About Amy-Lynn: Amy-Lynn is part of the amazing team that helps Jane's Customer Success crew work smarter, not harder. She is passionate about keeping the voice of the customer at the heart of everything I do. That means finding ways to turn feedback into action, streamline processes, and make life easier for the incredible people who spend their day fulfilling Jane's mission to "Help the Helpers." It's part detective work, part problem-solving, and 100% about creating a better experience for everyone.   Resources from this Episode: Jane EMR Jane on Facebook Jane on Instagram Jane App Community on FB Jane App US Billing Community on FB Amy-Lynn on LinkedIn   Jane Sponsorship Information: Book a one-on-one demo here Mention the code LITZY1MO for a free month   Follow Dr. Karen Litzy on Social Media: Karen's Instagram Karen's LinkedIn   Subscribe to Healthy, Wealthy & Smart: YouTube Website Apple Podcast Spotify SoundCloud Stitcher iHeart Radio

Welcome to The Wealthy and Well-Known Podcast — hosted by Rory Vaden and AJ Vaden, co-founders of Brand Builders Group. This is the show for mission-driven messengers who want to build reputation and revenue at the same time. Whether you're launching a book, scaling a business, or trying to become a recognized expert in your space, you'll learn how to craft a Monetized Personal Brand™ that drives massive impact. Each episode features real coaching, case studies from our 1-on-1 clients, and insider strategies from 8-figure entrepreneurs, viral speakers, New York Times bestselling authors, and trusted BBG partners. You'll hear directly from the minds behind some of today's most influential personal brands. Subscribe and turn on notifications — because your message matters, and the world needs to know your name.

7/8. The Western Safari, Sheridan's Irony, and the Scientific Ignorance Driving the Wolf Slaughter — Dan Flores— The mid-nineteenth-century American West became a safari destination for wealthy European nobility who engaged in serial, unjustified massacres of wildlife, meticulously recording kill counts as trophy tallies. Flores documents a historical irony: General Philip Sheridan, traditionally maligned as a villain, actually protested the systematic buffaloslaughter and subsequently protected Yellowstone fauna. Flores emphasizes that wolves were poisoned ubiquitously throughout this period due to unscientific Old World superstitions and profound ecological ignorance, reflecting medieval prejudices rather than empirical understanding of predator-prey dynamics and ecosystem function.