Best Smart Dynasty Podcasts (2024)

1
No Free Lunch - Know Your Fees 29:02

9h ago29:02

29:02

In this episode, Matt Robison and Mike Morton dive into the world of investment fees and the truth behind the "no free lunch" adage. They explore how Wall Street packages seemingly attractive investment products with hidden fees that can erode returns. From Health Savings Accounts (HSAs) with unexpected management fees to interval funds with layers…

1
#361 Estée Lauder 58:22

11m ago58:22

58:22

Warren Buffett and Charlie Munger said it was a crime that more business schools didn't study Henry Singleton. I think it's a crime that more entrepreneurs don't study Estée Lauder. She is one of the best founders to ever do it. This is the story of how she went from a childhood obsession, to a single counter in a beauty salon, to a multibillion do…

1
#360 Robert Kierlin: Founder of Fastenal 56:31

10d ago56:31

56:31

Since its founding in 1967 Fastenal has grown from a small fastener store in Winona, Minnesota, into a multibillion-dollar global organization. How did a small town “nuts and bolts” shop become one of the world's most dynamic growth companies? Whenever asked, company founder Bob Kierlin attributes Fastenal's success to the company's high-quality em…

1
Back-to-Basics: Roth Conversions 24:52

1d ago24:52

24:52

In this episode, Matt Robison and Mike Morton go back-to-basics with a focus on Roth Conversions—a financial strategy that could potentially save you millions of dollars in retirement. Whether you've amassed significant savings in tax-deferred accounts like Traditional IRAs and 401(k)s or you're just starting to think about how to optimize your ret…

1
#359 The Russian Rockefellers: The Nobel Family Dynasty 1:06:11

6d ago1:06:11

1:06:11

The name of Nobel usually calls to mind Alfred Nobel, inventor of dynamite, and the internationally prestigious prizes that bear his name. But Alfred was only one member of a creative and innovative family who built an industrial empire in prerevolutionary Russia. The saga begins with an emigre from Sweden, Immanuel Nobel, who was an architect, a p…

1
Don’t Go with the Flow 26:20

9d ago26:20

26:20

Are you tired of being told to just "go with the flow"? Well, not today. In this episode, Matt Robison and I delve into why focusing on your net worth is more important than worrying about your cash flow. Have you ever scrambled to cover monthly expenses, or dipped into your investments for an unexpected charge, and felt the stress afterward? You'r…

1
The Elephant in the Room 32:57

20d ago32:57

32:57

In this week's episode, I’m joined by financial coach Adam Koren, an expert in helping people overcome their money anxieties, to discuss the elephant in the room: your finances. No one likes to talk money, but it is monumentally important to pay attention to your finances, regardless of your income level. Stop feeling like you “should” know how and…

1
#358 I had dinner with John Mackey, Founder of Whole Foods 1:34:20

24d ago1:34:20

1:34:20

What I learned from having dinner with John Mackey and reading his autobiography The Whole Story: Adventures in Love, Life, and Capitalism. ---- Make history's greatest entrepreneurs proud by going to Ramp and learning how they can help your business control your costs and save more. ---- Founders Notes gives you the superpower to learn from histor…

1
#357 Haruki Murakami 59:26

25d ago59:26

59:26

What I learned from reading What I Talk About When I Talk About Running: A Memoir by Haruki Murakami. ---- Founders Notes gives you the superpower to learn from history's greatest entrepreneurs on demand. You can search all my notes and highlights from every book I've ever read for the podcast. Get access to Founders Notes here. ---- Build relation…

1
Never Pay Taxes: Circumvent Uncle Sam with an HSA 25:32

1M ago25:32

25:32

In this episode, Mike Morton and Matt Robison discuss the incredible benefits of Health Savings Accounts (HSAs), which offer a unique way to save money without losing any to taxes. Learn how HSAs provide a "triple whammy" of tax advantages: contributions are tax-deductible, funds grow tax-free, and withdrawals for qualified medical expenses are tax…

1
#356 How The Sun Rose On Silicon Valley: Bob Noyce (Founder of Intel) 58:05

1M ago58:05

58:05

What I learned from reading The Tinkerings of Robert Noyce: How the Sun Rose on Silicon Valley by Tom Wolfe. Read The Intel Trinity: How Robert Noyce, Gordon Moore, and Andy Grove Built the World's Most Important Company by Michael Malone with me. ---- Founders Notes gives you the superpower to learn from history's greatest entrepreneurs on demand.…

1
Don Your Crown - Your Dynasty Awaits 26:46

1M ago26:46

26:46

Dreaming of establishing your own dynasty? While you may not control a nation, you can create a long-lasting educational legacy with a 529 plan! Join Matt Robison and me, Mike Morton, on this week’s podcast as we delve into funding education for your children, grandchildren, and even beyond. We'll explore how 529 plans, tax-advantaged savings accou…

1
#355 Rare Bernard Arnault Interview 44:02

2M ago44:02

44:02

What I learned from reading The House of Arnault by Brad Stone and Angelina Rascouet. ---- Founders Notes gives you the superpower to learn from history's greatest entrepreneurs on demand. You can search all my notes and highlights from every book I've ever read for the podcast. Get access to Founders Notes here. ---- Build relationships with other…

1
10 Financial Hot Topics for 2024: Boring and Painful 31:27

2M ago31:27

31:27

In this week's podcast episode, "10 Financial Hot Topics for 2024: Boring and Painful," join me and Matt Robison as we delve into Allan Roth's latest financial insights for 2024. We cover critical topics my clients often ask about, from understanding the difference between real and nominal returns,and managing cash to avoid inflation's eroding effe…

1
#354 Sam Walton: The Inside Story of America's Richest Man 1:32:50

1M ago1:32:50

1:32:50

What I learned from reading Sam Walton: The Inside Story of America's Richest Man by Vance Trimble. ---- Founders Notes gives you the superpower to learn from history's greatest entrepreneurs on demand. You can search all my notes and highlights from every book I've ever read for the podcast. Get access to Founders Notes here. ---- Build relationsh…

1
#353 How To Be Rich by J. Paul Getty 1:04:01

2M ago1:04:01

1:04:01

What I learned from reading How To Be Rich by J. Paul Getty. ---- Build relationships with other founders, investors, and executives at a Founders Event ---- "Learning from history is a form of leverage." — Charlie Munger. Founders Notes gives you the superpower to learn from history's greatest entrepreneurs on demand. You can search all my notes a…

1
#20 - Engineering To Real Estate Master: Christopher Lento's Investment Secrets 42:17

2M ago42:17

42:17

In this episode of Action Takers Unscripted, Chris from EM Capital delves into his fascinating journey from a stable W-2 job in aerospace engineering to a flourishing career in multifamily real estate investing. Chris’s story is inspiring and packed with invaluable insights and practical advice for anyone looking to make a similar transition or bro…

1
Is the Social Security Sky Falling? 31:34

2M ago31:34

31:34

For decades, concerns have circulated that the U.S. The Social Security system would run out of money. While headlines continue to warn of imminent depletion, the political implications, especially during election years, fuel much of this fear. Join Matt Robison and Mike Morton this week as they discuss the efforts currently underway to ensure the …

1
#352 J. Paul Getty: The Richest Private Citizen in America 1:29:55

2M ago1:29:55

1:29:55

What I learned from reading As I See it: The Autobiography of J. Paul Getty by J. Paul Getty. ---- Build relationships with other founders, investors, and executives at a Founders Event ---- "Learning from history is a form of leverage." — Charlie Munger. Founders Notes gives you the superpower to learn from history's greatest entrepreneurs on dema…

1
#351 The Founder of Rolex: Hans Wilsdorf 57:11

2M ago57:11

57:11

What I learned from reading about Hans Wilsdorf and the founding of Rolex. ---- Build relationships at the Founders Conference on July 29th-July 31st in Scotts Valley, California ---- "Learning from history is a form of leverage." — Charlie Munger. Founders Notes gives you the superpower to learn from history's greatest entrepreneurs on demand. Get…

1
Capital Pains 25:34

3M ago25:34

25:34

Join us this week as Matt Robison and I discuss the strategies for minimizing capital gains taxes in today’s profitable housing market. We'll share a real-life client story that highlights how a couple saved thousands in tax liability by leveraging home improvement receipts and the primary residence exclusion. Discover how meticulous record-keeping…

1
#350 How To Sell Like Steve Jobs 47:06

3M ago47:06

47:06

What I learned from reading The Presentation Secrets of Steve Jobs: How to Be Insanely Great in Front of Any Audience by Carmine Gallo ---- Come build relationships at the Founders Conference on July 29th-July 31st in Scotts Valley, California ---- Learning from history is a form of leverage. —Charlie Munger. Founders Notes gives you the super powe…

1
To-Do or Not To-Do? Take a Calendar Approach 30:02

3M ago30:02

30:02

To-do or not to-do? Take a calendar approach Ever feel like your to-do list never ends? Constantly moving unfinished tasks to the next day? In this episode, Matt Robison and I explore a game-changing productivity hack: scheduling tasks directly on your calendar. Forget the overwhelming to-do list that grows endlessly. Instead, allocate specific tim…

1
#19 - Building Strong Communities For Health Caregivers With Dr. Rakesh Suri 40:23

3M ago40:23

40:23

In today’s episode, we are joined by Dr. Rakesh Suri, a former heart surgeon turned leader at Titan 3 Capital. He shares his journey from medicine to real estate, emphasizing the importance of holistic well-being in community development. Focusing on de-risked investments, solid returns, and tax efficiency, his company develops multifamily projects…

1
Inherited IRAs 29:18

3M ago29:18

29:18

Join Matt Robison and me as we delve into the intricate world of inherited IRAs. In the first quarter of 2023, Americans held over $12 trillion in IRAs, and if you've inherited some of that wealth, there's a lot you need to know. We'll clarify who qualifies as an Eligible Designated Beneficiary (EDB), the impact of the Secure Act 1.0's 10-year rule…

1
#349 How Steve Jobs Kept Things Simple 52:29

3M ago52:29

52:29

What I learned from reading Insanely Simple: The Obsession That Drives Apple's Success by Ken Segall. ---- Come build relationships at the Founders Conference on July 29th-July 31st in Scotts Valley, California ---- Learning from history is a form of leverage. —Charlie Munger. Founders Notes gives you the super power to learn from history's greates…

1
Home Hack: Live with your Mom (in-law) 28:15

3M ago28:15

28:15

In this week’s podcast, Matt Robison and I delve into the world of "home hacking," a trend that's gaining traction in the realm of real estate. But forget about the usual DIY tricks to boost your home's value – we're talking about doubling your net worth through unconventional living arrangements. Imagine living with your mom as the key to unlockin…

1
Michael Jordan In His Own Words 1:35:48

3M ago1:35:48

1:35:48

What I learned from reading Driven From Within by Michael Jordan and Mark Vancil. ---- Relationships run the world: Build relationships at Founders events ---- Get access to the World’s Most Valuable Notebook for Founders You can read, reread, and search all my notes and highlights from every book I've ever read for the podcast. You can also ask SA…

1
#348 The Financial Genius Behind A Century of Wall Street Scandals: Ivar Kreuger 1:15:30

3M ago1:15:30

1:15:30

What I learned from reading The Match King: Ivar Kreuger, The Financial Genius Behind a Century of Wall Street Scandals by Frank Partnoy. ---- Relationships run the world: Build relationships at Founders events ---- Get access to the World’s Most Valuable Notebook for Founders You can read, reread, and search all my notes and highlights from every …

1
#18 - From Duplex To Dynasty: The Secrets Of Building A Real Estate Empire With John Casmon 38:11

4M ago38:11

38:11

Switching careers can be scary, but our guest’s journey from marketing expert to real estate big shot is genuinely inspiring. In this episode, our host, Arsenio Hart, chats with John Casmon about his successful climb in the real estate world. They give us insights into how to build a successful property business. They talk about how to form a great…

1
Don’t Fall for Flashy Headlines: Shiller PE Ratio 30:58

4M ago30:58

30:58

In this week's episode, Matt Robison and I delve into the essential lesson from renowned economist Robert Shiller: don't get swept away by stock market hype. Join us as we explore the implications of the Shiller PE ratio, currently standing at a lofty "34," we unpack Shiller's groundbreaking research and its practical applications for investors. Wi…

1
#347 How Walt Disney Built His Greatest Creation: Disneyland 1:17:54

4M ago1:17:54

1:17:54

What I learned from reading Disney's Land: Walt Disney and the Invention of the Amusement Park That Changed the World by Richard Snow. ---- Get access to the World’s Most Valuable Notebook for Founders You can read, reread, and search all my notes and highlights from every book I've ever read for the podcast. You can also ask SAGE any question and …

1
#17 - Smart Moves in Real Estate: Amplify Your Roadmap to Shattering Personal Limits 11:02

4M ago11:02

11:02

In this episode, host Arsenio Hart reflects on his podcast's journey and profoundly appreciates the audience's pivotal role in its success. We bridge gaps between professionals and newcomers with diverse topics and exceptional guests. He strongly encourages engagement, which is the key to amplifying our impact and fostering a community of mutual gr…

1
Don’t be Daft, use a DAF: Donor Advised Fund 33:11

4M ago33:11

33:11

In this week's podcast, Matt Robison and I, Mike Morton, delve into the world of charitable giving and the benefits of using a Donor Advised Fund (DAF) into your philanthropic strategy. A DAF functions like a personal account where you can deposit various assets, such as cash, stocks, or cryptocurrencies, which then become charitable donations. We …

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