Best Wealthy Joe Investing Podcasts (2024)

1
Kevin Bupp: The Power of Niche Expertise in Real Estate 34:14

3d ago34:14

34:14

About Kevin Bupp: Kevin Bupp has been an entrepreneur from an early age, starting with a paper route at 12 and quickly progressing to buying, selling, and installing automobile electronics out of his parent’s garage by 14. His entrepreneurial spirit, combined with the unwavering support of his parents, set the foundation for a life of business vent…

1
Joe Anderson: 4 Marketing Channels That Drove 45,000+ Leads This Year 49:21

4d ago49:21

49:21

Pure Financial Advisors co-founder and CEO explains how his firm cracked the code on organic growth and delivers financial planning at scale. Host: Steve Sanduski, CFP.By Barron's Advisor

1
Mark Miller: Tax Planning Strategies of the Ultra-Wealthy 41:24

10d ago41:24

41:24

About Mark Miller: Mark Miller has spent over 30 years in the tax and financial services industry helping his clients grow and protect their wealth. He has worked with hundreds of Business Owners, Physicians, Executives, and High-Net-Worth clients cutting their taxes significantly and growing their portfolios. He helps them grow and protect their b…

1
Abby Salameh: How to Merge Marketing and Sales to Spur Organic Growth 27:41

11d ago27:41

27:41

The veteran RIA marketing executive explains how advisors can benefit by centralizing business silos. She also discusses the unsung power of annual client surveys and RFG Advisory’s initiatives to help women. Host: Greg Bartalos.By Barron's Advisor

1
Martin Papp: Embracing the "Bleisure" Mindset in Real Estate (Part 2) 25:29

18d ago25:29

25:29

About Martin Papp: Martin Papp is a visionary entrepreneur who develops luxury short-term rental properties in Latin America, designed for entourage living and "bleisure" travel. He is currently focused on developing 12 exclusive properties in Costa Rica. In addition to his real estate ventures, Martin is the founder of PAPP'S TEA, a specialty tea …

1
Megan Gorman: Mastering Taxes and Estate Planning for Wealthy Clients 43:13

18d ago43:13

43:13

Chequers Financial Management’s founder discusses why ultrahigh-net-worth investors require highly personalized services. Host: Steve Sanduski, CFP.By Barron's Advisor

1
Martin Papp: Capitalizing on Rapid Growth Environments (Part 1) 24:46

25d ago24:46

24:46

About Martin Papp: Martin Papp is a visionary entrepreneur who develops luxury short-term rental properties in Latin America, designed for entourage living and "bleisure" travel. He is currently focused on developing 12 exclusive properties in Costa Rica. In addition to his real estate ventures, Martin is the founder of PAPP'S TEA, a specialty tea …

1
Nelrae Pasha Ali: How to Teach Teens About Money and Investing 46:44

25d ago46:44

46:44

The managing principal at Array Private Investment Advisory Group of Wells Fargo Financial Network discusses deferred gratification, budgeting, and tapping into what motivates teens. Host: Greg Bartalos.By Barron's Advisor

1
Joe Graham: Coaching Dads to Wake Up to Their Dream Life 26:27

1M ago26:27

26:27

About Joe Graham: Joseph Graham is the host of "The Joseph Graham Show," a podcast that guides listeners in turning their dreams into six-figure realities and beyond. Available on Spotify, Apple Podcasts, and other major platforms, his show is a go-to resource for business professionals and coaches looking to elevate their success. As an Enterprise…

1
Heather Robertson Fortner: Scaling Your RIA From $250M to $8B AUM 42:28

1M ago42:28

42:28

SignatureFD's CEO discusses the unsexy realities of building a multibillion-dollar RIA. Host: Steve Sanduski, CFP.By Barron's Advisor

1
Blake Hahn: IDEAL: Achieving Your Perfect Life 56:36

1M ago56:36

56:36

About Blake Hahn: Blake Hahn, a 30-year-old entrepreneur, was born and raised in Arizona. Throughout the past decade, he has established 12 different companies, albeit with some financial setbacks, resulting in the loss of hundreds of thousands of dollars. Blake experienced a major downfall in both 2014 and 2018, causing him to lose everything twic…

1
Caroline Gundeck: Leveraging Your Firm’s Resources to Help Clients 27:02

1M ago27:02

27:02

The Morgan Stanley director discusses how connections and community in the workplace can help advisors anticipate and meet client expectations. Host: Greg Bartalos.By Barron's Advisor

1
What You Need to Know about 401k | Ep 14 32:44

1M ago32:44

32:44

What You Need to Know about 401k | Ep 14Are you ready to unlock the full potential of your 401k? In this video, we dive deep into expert strategies that will help you manage and grow your retirement savings effectively. From understanding employer matching to simplifying rollovers and making tax-free investments, we've got you covered.This video br…

1
Loral Langemeier: Millionaire Maker: Building Wealth and Legacy 25:48

2M ago25:48

25:48

About Loral Langemeier: Loral Langemeier is a financial expert, best-selling author, educator, and sought-after speaker with over 20 years of experience. She has collaborated with renowned figures like Bob Proctor, Robert Kiyosaki, and Sharon Lechter, earning praise for her ability to inspire action and empower people towards financial success. Her…

1
Susie Cranston: Scaling Strategies for Multibillion-Dollar RIA Firms 39:40

2M ago39:40

39:40

Cresset’s president explains how strong leadership, a client-centric culture, and integrated technology can drive massive growth. Host: Steve Sanduski, CFP.By Barron's Advisor

1
Life Insurance Mastery: Building Wealth Across Lifetimes 32:58

2M ago32:58

32:58

In this episode, your hosts, Jason and Scott discuss: Prioritizing beneficiaries and insuring oneself first in infinite banking The strategy for selecting whom to insure for life insurance and its implications Distributing life insurance policy benefits among family and creating intergenerational wealth Distinguishing between term and whole life in…

1
Michael Schaffer: Long-Term Investing in a Short-Term World 23:33

2M ago23:33

23:33

The president of Schaffer Private Wealth Group discusses the importance of discipline and temperament and identifies the five criteria he seeks in long-term investments. Host: Greg Bartalos.By Barron's Advisor

1
How to Stop Paying Unnecessary Bank Fees | Ep 13 30:27

2M ago30:27

30:27

How to Stop Paying Unnecessary Bank Fees | Ep 13In this episode, we're diving deep into practical tips and strategies to avoid unnecessary bank fees. From working with local banks to building relationships with your banker, we cover everything you need to know to keep more money in your pocket. Learn how to negotiate fees, set up triggers to avoid …

1
Janet Stegman: Tapping into Financial and Emotional Wellness 24:39

2M ago24:39

24:39

About Janet Stegman: Janet Stegman is often regarded as a ‘Healer Advisor Extraordinaire’. She was thrust upon this career, not by choice, but rather by happenstance. At 16, Janet developed a debilitating and uncontrollable eating disorder, feeling as if a monster inside her was forcing her to eat incessantly. She constantly battled internal voices…

1
Matt Cooper: Driving Growth With M&A and Private Equity 41:39

2M ago41:39

41:39

How Beacon Pointe leveraged private equity to strike 19 deals in 21 months and kickstarted billions in organic and inorganic growth. Host: Steve Sanduski, CFP.By Barron's Advisor

1
How Good Debt Can Make You a Millionaire | House Hacking 101 | Ep 12 46:03

2M ago46:03

46:03

How Good Debt Can Make You a Millionaire | House Hacking 101 | Ep 12 Discover the powerful concept of good debt and how it can be a game-changer for your financial journey. In this episode, we dive deep into understanding the difference between good and bad debt, the benefits of leveraging good debt, and practical strategies to use debt to build we…

1
Judson Eades: From Cleanup to Climbing - The Entrepreneurial Summit 40:41

2M ago40:41

40:41

About Judson Eades: Judson Eades, a Cache Valley native, has achieved remarkable success as an entrepreneur, a dedicated father, and in numerous other aspects of his life. His multifaceted success reflects his commitment to excellence both personally and professionally. Known for his expertise in disaster recovery, Judson purchased ARS - Flood & Fi…

1
Nayan Ranchhod: How Couples Are Thinking About Money and Retirement 25:50

2M ago25:50

25:50

The Ameriprise private wealth advisor offers tips for advisors working with couples that are nearing or in retirement. Host: Greg Bartalos.By Barron's Advisor

1
Tommy Harding: The Hardening Story Part 2: Transformation, Wealth, Legacy 21:39

2M ago21:39

21:39

About Tommy Harding: Tommy Harding, born and raised in Brooklyn, NY, is the sixth of eight children. His unconventional upbringing took a dramatic turn in the 1980s when he became entangled in organized crime, a chapter that forever altered his life. However, Tommy found redemption and transformed his path, becoming a bounty hunter and later an aut…

1
Scott Hanson, Pat McClain: Partnership Secrets in Building a $20B RIA 41:10

2M ago41:10

41:10

Insights on how a successful partnership built and sustained 30 years of enormous growth at Allworth Financial. Host: Steve Sanduski, CFP.By Barron's Advisor

1
401k Hacks | How to Invest Like a Pro | Ep 10 32:48

3M ago32:48

32:48

401k Hacks | How to Invest Like a Pro | Ep 10Unlock the secrets to maximizing your retirement savings with expert tips on 401k, 403b, and TSP accounts! In this episode, we dive deep into the best investment strategies, comparing top funds like VTSAX, VTI, and FZROX. Learn how to avoid high expense ratios, understand the power of compound interest, …

1
Tommy Harding: The Hardening Story Part 1: Strength, Survival, Success 37:08

3M ago37:08

37:08

About Tommy Harding: Tommy Harding, born and raised in Brooklyn, NY, is the sixth of eight children. His unconventional upbringing took a dramatic turn in the 1980s when he became entangled in organized crime, a chapter that forever altered his life. However, Tommy found redemption and transformed his path, becoming a bounty hunter and later an aut…

1
Morningstar CEO Kunal Kapoor on AI, Investing, and Company Culture 45:21

3M ago45:21

45:21

At the Morningstar Investment Conference in Chicago, Kapoor also discusses how advisors can demonstrate value to clients. Host: Greg Bartalos.By Barron's Advisor

1
How to Avoid Bank Fees? | Pro Banking Tips and Tricks | Ep 9 31:13

3M ago31:13

31:13

How to Avoid Bank Fees? | Pro Banking Tips and Tricks | Ep 9In this episode of the FU Money Podcast, we're diving into some essential tips and tricks to help you save money and avoid unnecessary banking fees. From leveraging local banks to building strong relationships with your bankers, we share actionable advice to keep more of your hard-earned m…

1
Randy Tate: Mitigating Risk and Growing Wealth for All with iFlip 38:09

3M ago38:09

38:09

About Randy Tate: Randy spent his earlier years as a successful collegiate athlete and then self-made entrepreneur. He grew an athletic apparel company to over $5M+ in revenue, then sold it to a publicly traded sporting conglomerate, Sports Chalet. For the last 10+ years, he has trained thousands of employees and business owners on how to market ef…

1
Leslie Zane: The New Rules of Persuasion for Financial Advisors 38:53

3M ago38:53

38:53

Discover why traditional marketing fails and how instinct-based strategies can win new clients. Host: Steve Sanduski, CFP.By Barron's Advisor

1
Terri Johnson: Unveiling the Secrets of Cost Segregation and Tax Credits 31:15

3M ago31:15

31:15

About Terri Johnson: Terri S. Johnson, CRE, co-founder and managing partner of Capstan Tax Strategies, is dedicated to helping commercial real estate owners and investors achieve significant tax savings through engineering-based tax strategies. With 24 years of experience, Terri is a renowned expert in cost segregation, having authored articles, ap…

1
Peter Mallouk: Why Demand for Financial Advisors Will Only Increase 18:18

3M ago18:18

18:18

Creative Planning’s president and CEO discusses his career, the RIA’s M&A strategy, Wade Boggs, and how the firm become a juggernaut. Host: Greg Bartalos.By Barron's Advisor

1
NYN E63: From Corporate Climb to Coastal Freedom: Stacey St. John's Journey into Airbnb Success 44:02

3M ago44:02

44:02

Key Takeaways Embracing Change: Stacey highlights the importance of making decisive changes when current circumstances no longer serve your well-being and aspirations. Value of Early Experiences: Childhood vacations significantly influenced Stacey’s passion for helping others create memorable experiences through short-term rentals. Strategic Invest…

1
The #1 Reason You Need an Emergency Savings – And How to Build It Fast! | Ep 11 56:36

3M ago56:36

56:36

The #1 Reason You Need an Emergency Savings – And How to Build It Fast! | Ep 11The #1 Reason You Need an Emergency Savings – And How to Build It Fast! | Ep 11Unlock the secrets to financial stability with our ultimate guide to emergency savings! In this video, we dive deep into why having an emergency fund is crucial, how to build one quickly, and …

1
Bill Barry: Pillar to Post: Entrepreneurship in the Home Inspection Industry 25:05

3M ago25:05

25:05

About Bill Barry: Bill Barry is the owner of Pillar to Post Home Inspectors, a leading home inspection franchise in Idaho. Born in New York City, Bill moved out west with his family and has spent a significant part of his life in Idaho. His entrepreneurial journey began early, with ventures like a window washing and lawn mowing operation during his…

1
'Resistance Money’: Decoding Bitcoin’s True Value Proposition 46:42

3M ago46:42

46:42

The philosophical case for Bitcoin as a solution to wayward monetary policy and a way to preserve personal autonomy and keep authoritarianism in check. Host: Steve Sanduski.By Barron's Advisor

1
NYN E62: From Rags to Riches: Yair Klyman's Journey to Success and Insights on Private Investing 37:35

3M ago37:35

37:35

Key Takeaways Mindset is everything: Yair's childhood experience of financial struggles instilled in him the importance of hard work, resilience, and the need to take control of his own financial future. Diversification is key: Yair emphasizes the importance of diversifying your portfolio across different asset classes, including private equity, re…

1
How to Build an Emergency Fund for Real Estate Investing | Ep 8 33:47

4M ago33:47

33:47

How to Build an Emergency Fund for Real Estate Investing | Ep 8This step-by-step guide breaks down the process of building a robust emergency fund tailored for real estate investors. Learn from our personal experiences, discover key strategies, and understand the importance of having a financial safety net to protect your investments. Whether you'r…

1
Devon Harris: From Waterhouse to the Olympics 35:58

4M ago35:58

35:58

About Devon Harris: As an original member of the 1988 Jamaican bobsled team and captain of the 1992 and 1998 teams; 3-time Olympian, Devon Harris achieved his grand dream. His current dream is to inspire others to achieve theirs. As an international motivational keynote speaker, Devon is tapping the same energy, determination, and skills that enabl…

1
Joe McQuaid: How to Build the Best Tech Stack for Your RIA 14:11

4M ago14:11

14:11

Concurrent’s head of platform solutions and advisor experience provides a roadmap for technology implementation and integration. Host: Greg Bartalos.By Barron's Advisor

1
NYN E61: Mastering Entrepreneurship: From Starting Up to Scaling Bigs with Peter Goldstein 41:58

4M ago41:58

41:58

Key Takeaways Importance of Market Knowledge: Understanding local markets and industry specifics is crucial for identifying investment opportunities. Entrepreneurial Mindset: Early exposure to hustle and entrepreneurship shaped Peter's journey, emphasizing the value of resilience and learning from failures. Transitioning and Reinvention: Insights i…

1
Timothy O'Donnell: The Triathlete's Heart, Perseverance, and Passion 32:56

4M ago32:56

32:56

About Timothy O'Donnell: Timothy O’Donnell is one of the world’s most successful and experienced American long-course triathletes. As a professional, he has earned 50+ podium finishes including over 22 wins at major events throughout the world. Along with the ITU Long Distance World Champion (2009) title, his other wins include nine Ironman 70.3 vi…

1
Rick Kent: How I Scaled My RIA Into a $10 Billion Firm 36:57

4M ago36:57

36:57

Merit Financial Advisors’ CEO discusses essential leadership principles and the crucial choices that must be made to achieve high growth. Host: Steve Sanduski.By Barron's Advisor

1
NYN E60: Spiritual Practice to Business Mastery: The Journey of Mario Brainovic 42:25

4M ago42:25

42:25

Key Takeaways Power of Spiritual Practice: Mario's journey began with a deep dive into yoga and Qi Gong, which unlocked a new perspective and energy that fueled his entrepreneurial endeavors. Building Unique Businesses: Learn how Mario created businesses that stood out in the market by focusing on unique, high-impact products. Marketing Mastery: Ma…

1
Bruce Davis: Unleashing Entrepreneurial Success 29:48

4M ago29:48

29:48

About Bruce Davis: Bruce Davis is a seasoned entrepreneur and executive who has led numerous companies to multi-million dollar successes. Starting his first business at age 10 with "A Half Dozen Donuts and a Wheelbarrow," Bruce developed early skills in branding and residual income. As a speaker, coach, and trainer, he has inspired audiences from s…

1
Cozy Wittman: Mastering the Brutal College Planning Process 36:27

4M ago36:27

36:27

Tips and strategies for getting into the school of your choice and finding the right academic, social, and financial fit. Host: Greg Bartalos.By Barron's Advisor

1
NYN E59: Good Money Mindset: Changing Beliefs and Building Wealth with Derrick Kinney 42:20

4M ago42:20

42:20

Key Takeaways Identify and Challenge Negative Money Beliefs: Understanding and addressing deep-seated negative beliefs about money, often formed in childhood, can significantly impact financial success and personal well-being. Impact of Belief Changes: Changing your money mindset not only alleviates financial stress but also attracts more opportuni…

1
Scott Henderson: The Art of the Mentor and His New Journey as a Father 30:24

4M ago30:24

30:24

In this episode, your hosts, Jason and Scott discuss: Seizing the Perfect Real Estate Opportunity Redefining Mentorship for Entrepreneurs Fatherhood Reinforces Entrepreneurial Vision Automating Processes and Generating Passive Income Foundational Books for Young Learners Key Takeaways: Scott's career was significantly influenced by his mentor Randy…

1
Tony Parr and Jeff Price: Empowering Advisor Teams to Succeed 40:22

4M ago40:22

40:22

The founding partner at Parr McKnight and managing director at Price & Associates at Merrill Lynch discuss strategies around crafting incentive structures that reward employees and collaborative achievement. Host: Ray Sclafani.By Barron's Advisor

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