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This is MoneyWise, a podcast where host Sam Parr is joined by high-net-worth guests to explore exclusive insights into personal finance and lifestyle tailored for other high-net-worth people, or those on their way. They'll get radically transparent about the numbers, revealing things like their burn rates, portfolios, and spending habits. Who is Sam Parr? Sam is a serial entrepreneur and the co-founder of The Hustle, which he sold to HubSpot in 2021. He's also the co-host of one of the world ...
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In a world full of financial information – and misinformation – what do you believe and incorporate into your life, and what do you throw away? As an independent, fee-only financial advisor, one of our founding pillars is education. Through accessible, transparent communication, we help filter out the noise for our clients to allow them to focus on their financial future. The goal of our podcast, Gimme Some Truth, is no different. From the corner of Monroe St. in Madison, WI, we cover the in ...
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Join me every week on Wealth Uncensored, where I share what I’ve learned through my own experience and two decades of helping high-net-worth clients structure their affairs to minimize taxes and protect their assets for the next generation.
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The Wealth Enterprise Briefing highlights the latest trends in investment strategies for ultra-high-net-worth families. Join host Michael Zeuner, Managing Partner at WE Family Offices for interviews with industry experts about financial news and investment topics impacting enterprising families.
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Welcome to Planning Reimagined, a podcast by Robin Glen that gives you an exclusive peek into the wealth-building strategies of high-net-worth individuals. In every episode, we discuss the intricate world of securing wealth and creating a lasting legacy, exploring actionable strategies and insightful discussions to empower you on your journey.
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”Affluence & Advocacy” is a compelling podcast series focused on New York real estate law, hosted by Natalia Sishodia, an experienced attorney recognized for her expertise in real estate, business law, elder law, estate planning, and taxation. This podcast provides invaluable insights into the legal landscape of New York, specifically tailored for high-net-worth clients and international buyers navigating the complexities of real estate transactions.
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The only podcast designed to help driven wedding professionals elevate your wedding business, travel to amazing locations, and double your revenue even if you don’t think this is possible…yet. Each week we talk to luxury wedding pros who have broken through & built a high-net-worth clientele. Together we share the strategies, success tips, and roadmap to follow. So you can build a lifestyle filled with powerful experiences, inspiring relationships, and long-lasting connections. ‌
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How can wealthy investors make better investments and wiser financial decisions? On this podcast we look at the big investment trends, how to allocate private wealth, tools for multi-generational planning, philanthropy and a range of other issues unique to high net worth families. We interview leading investment managers, high net worth individuals and private wealth advisors. Brought to you by Goldrock Capital, a multi-family office.
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The Breakthru Podcast

J.Paul Fridenmaker

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Welcome to the Breakthru Podcast – I’m J.Paul Fridenmaker and I am amazed by all you folks who do fundraising, inviting generous people to resource causes all over the world. In the Breakthru Podcast, we interview high net worth givers globally to listen and learn about how we, as fundraisers, can do our best work in inviting people to the party.
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The Preeminent Advisor Audio Podcast

CEG Worldwide and CEG Insights

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What if you could serve fewer but wealthier clients, do it faster than you ever thought possible, and build an amazing life of significance for yourself and the people you care about most? Our powerful combination of up-to-date research and field-tested, proven action steps is possible because of what each of us brings to the table. CEG Insights has been conducting research into high-net-worth investors and financial advisors for more than 30 years. CEG Worldwide, meanwhile, is the leading c ...
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Certified Luxury Builders highlights key industry trends and success strategies, real-life examples, simple processes, and timely results for luxury builders and remodelers. It includes case studies of builders who successfully increased their best-fit client base by 200% through strategic marketing and lead generation efforts and builders who increased their NET PROFITS from 5% to 12%+. CLB's Podcast offers information in many forms including a newsletter which provides timely industry upda ...
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Most investors don’t know that the ultra-wealthy (billionaires, institutions, family offices) have large portions of their investment portfolios allocated to investments outside the stock market and in alternatives like real estate, private equity and hedge funds. Meanwhile, the average high net worth investor is mostly invested in stocks and bonds. Join Bob Fraser, Jim Maffuccio, and Ben Fraser as they dive into the world of alternative investments, uncover strategies of the ultra-wealthy, ...
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Karina Barton is a world-renowned Strategic Communications & Reputation Management expert and has served as an advisor for multi-billion-dollar corporations, high-net-worth individuals such as Elon Musk (yes that X drama!), investors, business leaders and entrepreneurs. Karina deeply believes that everything is driven and impacted by the narrative, the one you’re creating yourself or let others assign it to you. The narrative is the bedrock of all our experiences, either we want it or not. K ...
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We started the Innovators & Investors podcast to bring you exclusive insights from the founders of early-stage AI and SaaS companies, as well as the high net worth individuals, family offices and venture capital partners who support them. Listeners gain valuable market insights, stay updated on industry trends, and benefit from the experiences and strategies shared by successful entrepreneurs and investors, all while becoming part of a dynamic and engaged community. Think you'd be a great gu ...
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Welcome to the Conkers3 page. The home of the Conkers’ Corner podcasts, Twin Petes Investing podcasts and so much more. The podcasts are set out to enhance the awareness of new investors, experienced investors, high net worth individuals (HNWI), Independent Financial Advisers and life long students of the financial markets. This will be done through insightful interviews and podcasts published on a regular basis. If you’re aiming to achieve a financial goal then these podcasts will have wort ...
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⚡ Lightspeed Investing ⚡ Welcome to Lightspeed Investing, the 🎧 podcast 🎙️ where the worlds of investing, business, and entrepreneurship converge with the precision and expertise of medical professionals turned investment specialists. For the past 15 years, our team has been dedicated to transforming small amounts of capital into substantial returns through strategic trading in the commodities markets. 🤝 Join us as we share insights from our three core divisions: 🌟 Money Management for High ...
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The Equedia Letter is one of the fastest growing and largest investment newsletters dedicated to revealing the truths about the stock market. The Equedia Letter was primarily offered only to high net worth individuals. Due to the success and demand of our research, our Letter is now read by thousands of bankers, brokers, analysts, fund managers, and high net worth retail investors. We are adding thousands of sophisticated readers every month. The Equedia Letter has grown not only because of ...
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Your exclusive podcast for exceptionally accomplished people who want to grow knowledge and resources. Ultra High Net Worth Podcast is a global community of the most successful and their insights. We want our families to flourish, collaborate and create a better world for all. This podcast is a trusted resource to learn from each other, navigate the most important global issues, find life changing opportunities. Providing very busy people and families the voice of value while inspiring others.
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For Better, Worse, or Divorce is a podcast where we discuss all matters relating to family law. When it comes to family law litigation, your hosts Brian Walters and Jake Gilbreath of Walters Gilbreath, PLLC have a reputation of being fierce and effective. Walters Gilbreath, PLLC represents clients in cases involving a broad range of issues, including high net-worth property litigation, business valuation issues, parental alienation, jury trials, complex property division, and contested custo ...
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Podcasts from the world’s leading mortgage broker for prominent, high profile, high net worth individuals. Whether you are purchasing a high value primary residence, holiday home or buy-to-let property, it isn’t easy to secure the best high value mortgage without expert help. More than anything, you don’t want your dream property to slip through your fingers while you navigate the market alone. In the case of foreign currency mortgages, they can be taken out on both overseas and UK property ...
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Are you wondering whether your financial plan is going to lead to that wealthy Canadian lifestyle you envision for your future? Over the last 5 years, former mathematics teachers and serial entrepreneurs Kyle Pearce and Jon Orr have been implementing alternative wealth building and income tax strategies that have allowed them to transition from high net income to high net worth. Now, they seek to share these Canadian Wealth Secrets to empower the creation of a financial future that allows yo ...
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London Property - Home of Super Prime

London Property - Home of Super Prime

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London Property is a digital marketplace that aims to address inefficiencies and complexity in the London real estate market. We are focused on property wealth enhancement and creation. The company provides informative and educational content from industry leaders through podcasts and videos, with new content released weekly. The platform covers various aspects of the real estate experience, including buying and selling, finance, law, tax, construction, design, and more. The goal is to provi ...
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Are you ready to secure your financial future and protect your legacy? Welcome to 'The Good Steward Law and Wealth Podcast,' where Attorney Ledly Jennings shares his extensive knowledge and experience in estate planning, elder law, probate, and business planning. This podcast is designed for high-net-worth individuals, family business owners, and anyone committed to effective wealth management and preservation. In each episode, you'll master the latest tools and strategies in estate planning ...
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Welcome to the Real Estate Professional Status Podcast. Dive deep into the little understood yet powerful niche in real estate investing that every high-net-worth individual should know about. The Real Estate Professional Status (REPS). Tailored for affluent real estate investors and those looking to enter the space, this podcast provides a comprehensive guide on how to qualify for REPS and harness its benefits to supercharge your investments. Through engaging, conversational interviews with ...
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The Retire Happy Podcast

John Iammarino & Thomas O‘Connell

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Financial and retirement guidance San Diego‘s John Iammarino of Securus Financial and Thomas O‘Connell of International Financial Advisory Group, Inc. in Rockaway, New Jersey. John is a veteran of the financial services industry, a Certified Medicaid Planner, and a National Social Security Advisor. He founded Securus Financial to help retirees and soon-to-be retirees ensure that their retirements provide them with financial peace of mind and the security they need to enjoy their golden years ...
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About: Welcome to Leading Prosperity, a CEO Success and Wealth Podcast. This podcast provides insights, information, and inspiration to help CEOs of mid-market firms of $10MM to $1Bn be better CEOs, increase the value of their companies, create more prosperity for their teams and community, and build generational wealth. The program achieves this through interviews with successful CEOs, thought leaders, and top professionals serving mid-market companies. The program focuses on topics that wi ...
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Welcome to EMPIRE BUILDERS with CEO, entrepreneur, and International speaker, Nick James. Nick is probably best known for his ground-breaking ‘Expert Empires’ events in the UK. He's dynamic and daring in his approach to business, and genuinely loves to see his clients get results. In a world where self-awareness and humility are rare, you’ll find Nick’s ‘open and real’ style refreshing, challenging, and inspiring. On this podcast you’ll find a mix of: 1. Original content, recorded especially ...
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Being a CRE Agent and Building Passive Wealth at the same time used to be complicated. NOT ANYMORE WITH eXp COMMERCIAL! Learn how eXp Commercial is the Netflix vs old Blockbuster type CRE brokerage model such as Marcus & Millichap, Cushman & Wakefield, JLL, CBRE, Keller Williams Commercial, & Sperry Van Ness. Start building wealth for yourself, your family, and your team (NETFLIX WAY) vs for the BIG corporation and old way of doing things (Blockbuster). Learn how eXp Commercial inspires more ...
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It’s important to develop our earning ability. Every week, Christian, a long time entrepreneur, shares his knowledge and strategies that will increase your income. If you’re looking to learn about Rollups, M&A, LBOs, Funds, Private Equity, how to become a high or ultra high net worth individual, and to make 6+ figures per year without investing a lot of time and money, this is the podcast for you. Join Us at: www.fairmontrainmakers.com
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Welcome to Estate of Mind, a podcast series all about motivating, inspiring, and educating you in the art of selling luxury real estate. All real estate professionals, no matter how experienced, face challenges working in the upper tier. That's where The Institute for Luxury Home Marketing comes in. Our goal is to share the knowledge and experience of our guests, successful real estate professionals, coaches, Institute trainers, and other real estate experts working with high-net-worth indiv ...
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Wealth Well Done

With Eric Scovill

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You’ve heard the narrative that the super wealthy don’t pay taxes and the rich keep getting richer. Unless your net worth has reached family office status, you likely don’t have access to understand how they do it. In this weekly podcast designed for affluent stewards, we will go deep into the financial planning tactics of the high net worth community. You will learn how “the rich” pay so little in taxes, and how that can apply to you. You will learn how the wealthy invest differently than t ...
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Welcome to ”Total Convexity,” a weekly financial podcast that caters to professional finance individuals, high-net-worth investors, family offices, and other sophisticated financial professionals. Join our hosts, hedge-fund manager Jim Wang and Henrik Neuhaus, as they explore the interconnected world of global macroeconomics, central banks, and capital markets.
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The Adam Cobb Show is a safe space where we dive into the heart of what it means to live a balanced and fulfilling life. Join me, Adam Cobb a dad of three and my brother from another Al Smith also a dad of three as we explores the dynamic world of fitness, the journey to finding your center, and the ups and downs of fumbling through fatherhood. This show embraces the reality that as dads, we will fumble—it's inevitable. But it's in how we get up, surrender, and accept our imperfections that ...
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Emifast is your trusted partner, dedicated to optimizing your financial landscape. We specialize in tax reduction, intelligent investment strategies, wealth management, dual residencies, and unlocking newfound freedom for entrepreneurs, investors, freelancers, and high-net-worth individuals. Zakaria Eeckhout, CEO of Emifast, along with his global team of experts, has successfully helped more than 2,000 clients worldwide. Tomorrow, it might be you! In our podcast, you will learn more about in ...
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About The Host… Randolph Love III, is the Founder and President of, ShieldWolf Strongholds, a Fractional CFO company that specializes in providing Business and Franchise Owners with all of the perks and benefits of having a full time Chief Financial Officer and Business Succession Planner, but for a fraction of the price. He is a Partner and Consultant with The Franchise Consulting Company; the largest American owned franchise consulting company in the world. He is the Author of the forthcom ...
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Welcome to Why the Wealthy Give podcast, where we explore the evolving landscape of philanthropy and the deep connections between ultra wealthy philanthropists and those in need. You'll hear from some of the best nonprofit leaders, fundraising experts and philanthropists as we explore what nonprofits must do to reshape their approach for a new generation of donors. This podcast is proudly sponsored by Vida Align, an ultra high net worth fundraising consultancy dedicated to connecting nonprof ...
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Money Mentor

Michael A-vH

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Hi everyone! Blessed to be debt free and a high net worth individual so I want to share information about budgeting, money, and debt. Great for people who are looking to learn how to make their dollars and cents stack up instead of slip out!
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Giving Insights® is the monthly podcast series produced by Strategic Philanthropy, Ltd. Every month the series will address important issues facing our communities and the world. There will be conversations with thought leaders and change-makers who explore what is happening post-Pandemic and what the challenges and opportunities for philanthropy and for all of us are as we navigate a changing landscape. Strategic Philanthropy, Ltd, is a global philanthropic advisory firm helping high net wo ...
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The Evolved Caveman w/ Dr. John Schinnerer

Dr. John Schinnerer -The Evolved Caveman

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The goal is success AND happiness at work AND at home. Short of that, you have neither success nor happiness. Dr. John focuses on the evolution of men in areas such as leadership, health, relationships, purpose, work, sex and self-mastery. He has been a Ph.D. and coach for over 20 years, working with Army Rangers, Navy SEALs, CEOs, elite athletes and high net worth individuals. His passion is the intersection of high performance, success and happiness. So, if you're looking for how to get th ...
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The more you can learn to think like a wealth advisor, the more confidence you’ll have in your personal financial strategy. From building generational wealth and investing to succession planning and estate planning, hear how experienced wealth advisors approach the big financial questions we all face in our lives. Each episode of Regions Wealth Podcast features a new challenge and fresh insights from a wealth management professional. Regions Bank, Member FDIC, Equal Housing Lender
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Our Family Office is proud to announce the launch of the Our Family Office Podcast. Throughout the course of the inaugural season, host Adam Fisch speaks to various guests from across our firm, offering insights into the areas of focus for an integrated family office, and the ways that a Shared Family Office™ can help Canada’s wealthiest families.
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Salonomics is the business side of Hair and Beauty Industry. With no BS! Your hosts are: Joe Mehmet is an independent Multiple Salon Owner from London with a high net worth clientele. Aaron Dorn is a father of 2, freelance hairdresser in Essex, CEO of a software company and Bitcoiner.
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The Fiscal Feminist

Kimberlee A. Davis

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Kimberlee Davis is your host of The Fiscal Feminist, a show about women and our relationship with money and finances. Kimberlee Davis is Managing Director and Partner at The Bahnsen Group, a private wealth management firm. She specializes in personal wealth advising and oversees financial and retirement planning solutions for high net worth individuals and multi-generational families. Her proficiency also includes helping individuals transition to financial independence after life altering e ...
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Planning With Purpose

Krista Murray & Blake Murphy

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Planning With Purpose is hosted by California Wealth Transitions, a boutique financial planning and investment firm that specializes in helping high net worth individuals and their families, with a focus on women in financial transition. Our goal for this podcast is to share stories and insights to help our listeners navigate complex financial situations, such as losing a spouse, retirement, selling a business, getting divorced, and everything in between.
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In this episode of Gimme Some Truth, we explore essential retirement planning strategies specifically designed for employees of the University of Wisconsin (UW) System and the State of Wisconsin. Discover how to maximize your 403(b) and 457(b) plans, understand the benefits of the state pension system, and make the most of your investment options w…
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The written version will publish to the Breakthru Blog on 14 December 2024. Follow J.Paul on LinkedIn for daily pro tips and reflections on major gift fundraising. Subscribe to The Breakthru Newsletter to have free guides like this delivered to your email each week.By J.Paul Fridenmaker
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🚨🎙️🎙️❗ Exciting News ❗🎙️🎙️🚨 I recently had the incredible opportunity to be a guest on The Shift Spotlight Podcast with Winter Baserva Paskins! We dove deep into some amazing topics like building wealth, navigating leadership, and how my journey from medicine to finance is shaping my dream of owning an NBA team one day. 🏀 As President and CEO of ⚡ …
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How a Canadian family turned $6,000 a year into a lifelong safety net. Are you ready to uncover how Canadian income tax strategies and smart investment planning can create a legacy while fueling your financial growth? In the complex landscape of Canadian income tax and wealth management, many individuals and entrepreneurs struggle to find the right…
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In the latest episode of The Wealth Enterprise Briefing, WE Family Offices' Michael Zeuner and Sam Sudame examine the U.S. economy’s strong fundamentals as it enters a new economic cycle. They explore what these developments mean for investors and how market dynamics are shaping opportunities. Highlights from their discussion include: Caution with …
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Dive into the gripping story of an heir whose $13 billion fortune seems to have vanished. Could you imagine your wealth disappearing overnight? Discover how shares in Hermes were issued in bare form, meaning whoever held them physically owned them—like carrying $13 billion in cash! Sounds like a secure investment, right? Wrong. Don’t find yourself …
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In this episode of the Innovators and Investors podcast, host Kristian Marquez interviews Scott Garber, managing partner of Early Light Ventures. Scott shares his unconventional journey to venture capital, emphasizing his focus on backing hungry first-time founders in second-tier cities. He discusses the importance of founder tenacity, the nuances …
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Discussed: Choosing Conferences: Select events based on their location, relevance to your business, and whether they offer unique networking opportunities. Balance big national conferences with smaller, regional events to build confidence and connections. Value of Conferences: For experienced professionals, networking often outweighs content, as re…
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What happens when wealth pushes your relationships to the limit? Navigating life after a massive financial windfall isn’t easy—it can transform your life, your marriage, and your happiness in unexpected ways. Our guest, Chuck, shares his story of selling his company for $2.5 billion and the emotional and relational challenges that followed. His per…
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Send us a text In our latest podcast episode, we sit down with Rob May from SPF Private Clients to discuss how life insurance can be a powerful tool for inheritance tax planning. Rob shares valuable insights on: Scenarios where life insurance is used to protect against IHT exposures Optimal timing for taking out life insurance policies Recent chang…
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In this episode, Brian Walters meets with Dallas-based partner Carson Steinbauer to discuss the complexities of relocation issues in family law cases. Brian and Carson break down relocation laws in the state of Texas and explore the legal challenges parents often face when seeking to move with their children post-divorce, as well as the impact of c…
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Disclaimer: This episode was filmed before the birth of the twins - to give context on some topics discussed. How do you keep a close relationship with your children, as they evolve and as you evolve? Michael Robinton is an incredible father of five, whose children have all grown up to have a deep love for family and their dad. Today, we bring Mich…
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What if the secret to building wealth wasn’t about “more money” but about the right tool? What’s holding you back from using a whole life insurance policy as the cornerstone of your wealth-building strategy? Many Canadians want to build sustainable, long-term wealth but feel overwhelmed by the complexity of financial tools like whole life insurance…
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Send us a text Rudy Mehta is from Rockbridge Lending, a private credit lender that provides bridge financing, particularly for more complex or "out of the box" deals that traditional lenders may not consider. Bridge financing is short-term financing, typically 3-18 months, used to "bridge the gap" between two events like a property sale or refinanc…
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In this episode, we sit down with Brian Suddarth, Founding National Practice Partner at the ERA Group, to explore strategies for uncovering hidden costs and optimizing cash flow. Brian shares insights into the most overlooked areas of expense leakage, how to benchmark against industry standards, and the cultural shifts that can drive operational ef…
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In this episode of the Innovators and Investors Podcast, host Kristian Marquez interviews Melissa Kozak, founder of Citus Health. Melissa shares her journey from being a nurse to launching a successful healthcare startup. She discusses the challenges of raising capital, the importance of aligning with investors, and the value of her nursing backgro…
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Send us a text The rise of co-living developments in London and the need for greater policy support. The impact of tenant demands, regulatory challenges, and smart building technology on the commercial real estate sector. The upcoming leasehold reforms and their implications for leaseholders and landlords. London's continued appeal as a hub for lux…
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In this episode, we sit down with Michelle Gainey, the visionary behind Lemiga Events, a luxury event design and planning company based in Atlanta. Michelle opens up about her inspiring journey of breaking racial barriers in the wedding industry while staying true to her authentic self. She shares how she overcame societal assumptions as a Black wo…
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In this episode, Celeste and Kris sit down with philanthropy adviser Rick Peck to explore the intricacies of strategic charitable planning. They discuss the significant role that transparency and education play in family meetings, where younger generations are taught the "why" behind family values and decisions. Rick shares practical strategies for…
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In this episode of Wealth Well Done, Eric Scovill discusses the significance of biblically-responsible investing. You’ll discover how to “vote with your dollars” and identify which investments might be working for or against your values. Eric shares resources that will equip you to align your investments with your faith, rather than blindly investi…
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The written version will publish to the Breakthru Blog on 7 December 2024. Links referred to in the reading: Connecting Strategy Worksheet Clip of the Amigos dreaming about what they will do with the money Henry Nouwen, "A Spirituality of Fundraising" Follow J.Paul on LinkedIn for daily pro tips and reflections on major gift fundraising. Subscribe …
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Send us a text PROPERTY WEALTH - Transforming challenges into opportunities with specialist knowledge and reach. Explore the complexities of the London property market with us—insights, advice, and connections at your fingertips. Join the conversation! Share your thoughts and questions in the comments below. Don't forget to follow us for the latest…
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Watch the full video here: https://youtu.be/h-Hikaq7-tY SBA Gauranteed Loans and Mr. Cappuccino Vending Franchise at The Liquidity Event For more information, text "FRANCHISE24" to +19048224262 Upcoming Opportunities The Liquidity Event: The next session, scheduled for January 9, 2025, will continue to explore franchising and wealth protection stra…
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🚨🎙️⚡ Lightspeed Investing Podcast Episode 47 is here, and it’s a special one! In this episode, I had the pleasure of sitting down with the incredible Lauren Zavlunov, founder of the Black Diamond Process. Lauren is a trailblazer who blends tactical business strategies with universal and spiritual principles to help visionary leaders achieve their d…
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Are you leaving wealth-building opportunities on the table when designing your Canadian financial plan? Isn’t this the question we constantly ask ourselves? Is it the question that keeps you up at night? What if you could turn your financial strategy into a money-making machine while protecting your legacy? In today’s episode, we dive into a case s…
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The topics, stocks and shares mentions / discussed include: Undervalued stocks & year to date winners, Palantir / PLTR Helios Underwriting / HUW Coffee Futures, ITV RIT Capital Partners / RCP H&T Group / HAT Games Workshop / GAW Aviva / AV. Direct Line Group DLG Bloomsbury / BMY Plus500 / PLUS IG Group / IGG Nvidia / NVDA CMC Group / CMCX Legal & G…
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Ever had moments when you wish you could go deeper with someone? It's a little awkward, and you cant find a way to break through? On this "mini-pod" episode, join in as we go through one very effective tool and exercise that can help spark some real connection. Follow us on all our platforms: https://www.instagram.com/adamcobbshow/ https://www.tikt…
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What if you could unlock an extra $200,000 in net worth and add millions to your Canadian Investing Strategy and estate, simply by restructuring how you invest? Many Canadian investors struggle with the balance between maximizing returns and minimizing risk. Whether you’re putting money into stocks, real estate, or private investments, it’s common …
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I’ve been always fascinated by the topic of consciousness, and today we’re diving deep. Anil Seth is a Professor of Cognitive and Computational Neuroscience at the University of Sussex and a Co-Director of the Canadian Institute for Advanced Research (CIFAR) Program on Brain, Mind, and Consciousness. His book Being You: A New Science of Consciousne…
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Episode Summary: In this episode of Affluence and Advocacy, NY Real Estate Law, LPN host speaks with Natalia Sishodia, a real estate attorney, about the nuances of purchasing a new development unit in New York. They discuss the advantages and disadvantages of buying in new developments, the differences in closing costs compared to resales, and due …
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Send us a text Property Bulletin Summary by London Property 2025 Market Outlook Rightmove forecasts a strong 2025 for the UK housing market, with expectations for both house prices and the number of homes sold to rise significantly. Despite a recent dip in November, market optimism is high, with Rightmove attributing the decline to seasonal trends …
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What do the affluent really look for in a financial advisor? If you knew the answer to that question, you could focus your prospecting and marketing efforts on the areas that really matter—and attract more than your fair share of new wealthy clients. The good news: We surveyed some 1,500 investors—the majority of whom have at least $1 million dolla…
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What happens when the big exit doesn’t fill the void? Josh Payne thought selling his company for $80 million would be the defining moment of his life. Instead, it sent him into one of the darkest periods he’d ever experienced. Josh’s story is a testament to the complexity of success. As the founder of StackCommerce, Josh grew his company from $0 to…
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Welcome to the Good Steward Law and Wealth podcast, hosted by Ledly Jennings. In this episode, Ledly is joined by Ben Barker—known as the “Neighborhood Alpha Dad” and a passionate fitness coach. Together, they explore the pillars of a fulfilling life: faith, family, fitness, finances, and freedom. Ben shares his journey from the 9-to-5 grind to thr…
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This newsletter for luxury home builders and remodelers covers key industry trends and insights for 2025. Articles focus on strategies for securing high-value contracts, including relationship building and effective marketing. Market analysis discusses the impact of rate cuts on builder confidence and project backlogs. Additional topics include upd…
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Watch The Video Here: https://youtu.be/kIQ4urF2FnU Jacksonville, FL – October 24, 2024 – Local business professionals and entrepreneurs convened for The Liquidity Event, hosted at Maggiano's in Jacksonville, Florida. This dynamic lunchtime event featured three inspiring speakers who delivered actionable insights: Jonel Hein, District Director for t…
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Incorporated business owners: what if you could use your retained earnings to grow your wealth, reduce taxes, and leave behind a supercharged estate—all at the same time? For business owners and high-net-worth individuals, managing retained earnings or excess income and minimizing taxes can feel like navigating a maze with no clear path. You’ve wor…
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In the latest episode of The Wealth Enterprise Briefing, WE Family Offices’ Michael Zeuner and Sam Sudame discuss insights from WE’s newly released Q3 macro update, providing an overview of current economic conditions and essential macro factors shaping the outlook. They highlight the resilience of the U.S. economy despite fluctuations in interest …
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In this episode of the Innovators and Investors Podcast, host Kristian Marquez interviews Nick Mastronardi, co-founder and CEO of Polco. They discuss Nick’s background in data science and economics, the inspiration behind Polco, and the company’s mission to enhance civic participation through data-driven decision-making for public sector officials.…
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For the next episode in our "Hollywood & Family Law" series, Brian Walters, Jake Gilbreath, and the firm's Marketing Director Katy Justice dive into the Brad Pitt and Angelina Jolie divorce, exploring what causes lengthy delays in high-profile and complex cases. From custody battles to financial disputes, Brian and Jake discuss some common reasons …
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How can we as parents create time for fitness - a practice that may be more crucial than we think? How can fitness open the door to the help we may be seeking? Join Al and I in a thorough discussion on navigating healthy practices and exercise in our busy dad lives. Follow us on all our platforms: https://www.instagram.com/adamcobbshow/ https://www…
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Are you maximizing the use of your RRSP contributions, or could you be missing out on tax savings and wealth-building opportunities? In this episode, Kyle Pearce and Jon Orr dive into innovative strategies for making the most of your RRSP. Many Canadians contribute to their RRSPs but miss out on advanced techniques to save even more on taxes and gr…
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In this episode of Leading Prosperity, Gary Covert interviews Lena Dalbey, Managing Partner at LINK Capital, about the intricate process of selling a business. Lena shares expert advice on how business owners can prepare for successful exits, avoid common pitfalls, and maximize their company's value. From understanding due diligence to creating fle…
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Our guest today is Mori Taheripour, a globally recognized negotiation expert, an award-winning faculty member at the Wharton School, a speaker, and the author of Bring Yourself: How to Harness the Power of Connection to Negotiate Fearlessly. With over 20 years of experience in negotiations, DE&I and sports business, Mori's impressive roster of clie…
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Send us a text Alternative Investment Funds Gaining Popularity by 2025: Private equity, hedge funds, and real estate funds are set to dominate the alternative investment space for retail investors. Real estate funds offer stability and long-term growth through diversified exposure to properties, while funds of funds provide cost-effective diversifi…
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In this episode, we welcome Jose Villa, arguably the most influential wedding photographers of our time. With over 20 years in the industry, Jose’s journey has been about more than just taking photos—it’s been about building a legacy. From his early days charging $400 for weddings to now capturing million-dollar events around the globe, Jose opens …
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