E3: Carl Buccellato: The Road to Financial Freedom

Planet Wealth: Fortunes of the Brave

Planet Wealth: Fortunes of the Brave

26:18

How do you know when it’s time to make your next big career move? With International Women’s Day around the corner, we are excited to feature Avni Patel Thompson, Founder and CEO of Milo. Avni is building technology that directly supports the often overlooked emotional and logistical labor that falls on parents—especially women. Milo is an AI assistant designed to help families manage that invisible load more efficiently. In this episode, Avni shares her journey from studying chemistry to holding leadership roles at global brands like Adidas and Starbucks, to launching her own ventures. She discusses how she approaches career transitions, the importance of unpleasant experiences, and why she’s focused on making everyday life easier for parents. [01:26] Avni's University Days and Early Career [04:36] Non-Linear Career Paths [05:16] Pursuing Steep Learning Curves [11:51] Entrepreneurship and Safety Nets [15:22] Lived Experiences and Milo [19:55] Avni’s In Her Ellement Moment [20:03] Reflections Links: Avni Patel Thompson on LinkedIn Suchi Srinivasan on LinkedIn Kamila Rakhimova on LinkedIn Ipsos report on the future of parenting About In Her Ellement: In Her Ellement highlights the women and allies leading the charge in digital, business, and technology innovation. Through engaging conversations, the podcast explores their journeys—celebrating successes and acknowledging the balance between work and family. Most importantly, it asks: when was the moment you realized you hadn’t just arrived—you were truly in your element? About The Hosts: Suchi Srinivasan is an expert in AI and digital transformation. Originally from India, her career includes roles at trailblazing organizations like Bell Labs and Microsoft. In 2011, she co-founded the Cleanweb Hackathon, a global initiative driving IT-powered climate solutions with over 10,000 members across 25+ countries. She also advises Women in Cloud, aiming to create $1B in economic opportunities for women entrepreneurs by 2030. Kamila Rakhimova is a fintech leader whose journey took her from Tajikistan to the U.S., where she built a career on her own terms. Leveraging her English proficiency and international relations expertise, she discovered the power of microfinance and moved to the U.S., eventually leading Amazon's Alexa Fund to support underrepresented founders. Subscribe to In Her Ellement on your podcast app of choice to hear meaningful conversations with women in digital, business, and technology.…

about a year ago 31:57

MP3•Episode home

Moreover, Carl discusses some of his significant business achievements, such as raising $40 million for a software company that provided online networking for the mortgage industry and taking other ventures public. He underscores the significance of having a long-term vision, maintaining cash flow and reserves, and being prepared for industry fluctuations. With anecdotes from his life and practical advice for new entrepreneurs, Carl provides a holistic view of the paths to financial freedom. He also shares his dedication to supporting and mentoring the next generation, cementing his legacy as a business leader and educator.

Topics Include:

Carl’s Early Entrepreneurial Ventures
Carl’s Role in The Intercontinental Exchange
The Importance of Capital When Scaling Up
Reflections on Building a Business Empire
The True Power of Financial Goal-Setting

Resources mentioned in this episode:

Connect with Carl:

Let's Get Social: Connect with Planet Wealth

Visit Us: Planet Wealth Website

Produced By: Social Chameleon

7 episodes

E3: Carl Buccellato: The Road to Financial Freedom

published about a year ago

MP3•Episode home

Topics Include:

Carl’s Early Entrepreneurial Ventures
Carl’s Role in The Intercontinental Exchange
The Importance of Capital When Scaling Up
Reflections on Building a Business Empire
The True Power of Financial Goal-Setting

Resources mentioned in this episode:

Connect with Carl:

Let's Get Social: Connect with Planet Wealth

Visit Us: Planet Wealth Website

Produced By: Social Chameleon

7 episodes

All episodes

1
E6: Rachel Darivoff: The Great Wealth Transfer: Empowering a New Generation of Investors 27:41

3 days ago27:41

27:41

In this episode, Lance welcomes Rachel Darivoff, Brand Strategy Director at Design Bridge and Partners , to explore the Great Wealth Transfer—an $84 trillion shift from Baby Boomers to Gen Z and Millennials. She explains how this massive financial transition is driving younger generations away from traditional financial institutions toward digital-first experiences and personalized financial solutions. Rachel debunks common misconceptions about the Great Wealth Transfer and highlights how younger investors are building wealth through alternative investments and financial platforms like Robinhood and Coinbase. Rachel also examines the evolving financial priorities of younger consumers, emphasizing the rise of female financial empowerment and the growing need for financial literacy. She discusses how brands can play a crucial role in educating consumers, particularly on diversification and responsible investment strategies. Additionally, she shares key advice for new financial brands, stressing the importance of trust, security, and authentic engagement. Tune in for actionable insights on the future of financial branding and the shifting dynamics of wealth! Topics Include: The Coming Great Wealth Transfer Wealth Building Strategies for Younger Generations The Female Wealth Boom and Financial Literacy The Role of Brands in Financial Education Rachel’s Advice for New Financial Brands Resources Mentioned in This Episode: Design Bridge and Partners Robinhood Coinbase Fidelity Investments Cash App Chime Ellevest SoFi Connect with Rachel: Website LinkedIn Instagram X Let's Get Social: Connect with Planet Wealth Visit Us: Planet Wealth Website Produced By: Social Chameleon…

1
E5: Driss Benamour: How Decentralized Finance Can Be Your Path to Financial Freedom 18:58

10 days ago18:58

18:58

In this episode, Lance welcomes Driss Benamour, co-founder of Exponential.fi , a pioneering fintech platform in the decentralized finance (DeFi) space. Driss shares his journey from serving as Uber’s global head of fintech products to co-founding Exponential.fi. The conversation explores key challenges in DeFi, such as complex user experiences, and how these obstacles led to the development of Exponential.fi. He underscores the value of relationships and mentorship throughout his career, particularly his time at Uber and in Silicon Valley. Driss also introduces Exponential.fi’s innovative tools, including the "Rate My Wallet" risk assessment framework, designed to help users better understand and manage their investment risks. Beyond technology, Driss highlights the power of community in the DeFi space and the role of compounding in achieving financial freedom. He shares advice for new entrepreneurs on building a solid foundation for their ventures and emphasizes the importance of passion in business. The episode concludes with Driss reflecting on his experience of traveling and working remotely to gain clarity on his next steps. Packed with actionable insights and strategies, this episode is a must-listen for anyone interested in fintech and DeFi investment opportunities. Topics Include: The Origin Story of Exponential.fi Driss’ Pivotal Steps and Mentorship Understanding Decentralized Finance Innovative Risk Assessment Tools The Power of Compounding Resources mentioned in this episode: Exponential.fi Connect with Driss: LinkedIn Let's Get Social: Connect with Planet Wealth Visit Us: Planet Wealth Website Produced By: Social Chameleon…

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E4: Dilshod Jumaniyazov: Understanding & Leveraging Data-Driven Finance 56:26

17 days ago56:26

56:26

In this episode, Lance sits down with Dilshod Jumaniyazov the Co-Founder and CEO of Musaffa . Dilshod shares his journey from a finance enthusiast to a tech-driven entrepreneur with deep insights into data science and ethical investing. He discusses the challenges and triumphs of launching Musaffa, a global fintech platform providing Sharia-compliant investment tools that is currently trusted by over 3,300 users with a total portfolio exceeding $87 million. The conversation touches on the importance of data science, the role of the CFA in shaping his vision, and the transformational impact of democratizing access to capital. Dilshod also emphasizes the significance of education, technology, and community in achieving financial success, sharing personal anecdotes and the crucial role of continuous learning, effective communication, and strategic partnerships. Tune in to discover powerful strategies for taking control of your financial future and the exciting potential of fintech innovations. The convo wraps up with a discussion on the role of gratitude and the immigrant experience in shaping a resilient mindset. Topics Include: The Importance of Data-Driven Investing Musaffa's Unique Tools and Features Advice for Young Professionals The Game-Changing Impact of Crowdfunding How the Wealth Gap Affects Equity Resources mentioned in this episode: Musaffa Connect with Dilshod: LinkedIn Let's Get Social: Connect with Planet Wealth Visit Us: Planet Wealth Website Produced By: Social Chameleon…

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E3: Carl Buccellato: The Road to Financial Freedom 31:57

4 weeks ago31:57

31:57

In this captivating episode, Lance sits down with Carl Buccellato. Carl recounts his extraordinary journey from humble beginnings in Brooklyn to becoming a successful entrepreneur and investor. He shares tales of his early ventures, including selling wigs as a teenager and co-founding a roller hockey rink. Carl emphasizes the importance of having a quality business plan, accessing capital, and the resilience required to overcome numerous challenges. His invaluable insights into raising venture capital and the critical role of community resources offer a compelling guide for aspiring entrepreneurs and business owners. Carl's diverse experiences underscore his belief that anyone can achieve financial success with the right strategy and tenacity. Moreover, Carl discusses some of his significant business achievements, such as raising $40 million for a software company that provided online networking for the mortgage industry and taking other ventures public. He underscores the significance of having a long-term vision, maintaining cash flow and reserves, and being prepared for industry fluctuations. With anecdotes from his life and practical advice for new entrepreneurs, Carl provides a holistic view of the paths to financial freedom. He also shares his dedication to supporting and mentoring the next generation, cementing his legacy as a business leader and educator. Topics Include: Carl’s Early Entrepreneurial Ventures Carl’s Role in The Intercontinental Exchange The Importance of Capital When Scaling Up Reflections on Building a Business Empire The True Power of Financial Goal-Setting Resources mentioned in this episode: Carl’s Book Connect with Carl: Website LinkedIn Instagram Facebook YouTube Let's Get Social: Connect with Planet Wealth Visit Us: Planet Wealth Website Produced By: Social Chameleon…

1
E2: Roger Martin: Secrets From an Entrepreneur's Playbook 32:48

4 weeks ago32:48

32:48

In this episode, Lance welcomes Roger Martin, the CEO of Thrive More Brands , Co-Founder of Rockbox Fitness , CEO & Co-Founder of beem® Light Sauna , author, and the host of The ThriveMore Podcast . During the discussion, Roger shares powerful insights from his extensive journey in corporate America and entrepreneurship. Reflecting on his early days at a pizza shop, he recalls learning the critical lesson of taking responsibility for his income—a spark that ignited a successful corporate career and eventually led him to founding Rockbox Fitness. Roger discusses the challenges new entrepreneurs face, highlighting the importance of perseverance, financial discipline, and sufficient capital to navigate unexpected hurdles. Drawing comparisons between corporate and entrepreneurial cultures, Roger underscores the importance of transparency, effective leadership, and staying accessible within an organization. He shares actionable advice on managing finances, securing funding, and strategically leveraging partnerships. Roger emphasizes the need for a solid business plan, resource pooling, and a mindset of continuous learning and adaptation. With personal anecdotes and practical strategies, he inspires listeners to take their entrepreneurial journeys to the next level. Topics Include: Lessons from “An Insider's Guide to Business” The Challenges in Starting a Business The Corporate World vs. Entrepreneurship Critical Financial Metrics for Businesses Roger's Advice on Accessing Capital Resources mentioned in this episode: An Insider's Guide to Business: Secrets from an Entrepreneur's Playbook The ThriveMore Podcast Connect with Roger: ThriveMore Brands LinkedIn Instagram Let's Get Social: Connect with Planet Wealth Visit Us: Planet Wealth Website Produced By: Social Chameleon…

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E1: How Planet Wealth is Navigating the New Age of Wealth Creation 20:55

4 weeks ago20:55

20:55

In this debut episode, host Lance Woodson sits down with podcast producer and Social Chameleon founder Mike DiCioccio to share the inspiring story behind Planet Wealth. This groundbreaking initiative aims to democratize access to capital for entrepreneurs often excluded from traditional financial systems. Lance discusses the mission of Planet Wealth, the challenges small business owners face, and how leveraging social media and a new era of wealth creation can transform entrepreneurial success. The conversation highlights the importance of storytelling, mindset, and building a strong team to overcome common obstacles. Lance also shares tangible examples of how Planet Wealth empowers entrepreneurs with accessible tools and resources to simplify and reduce the cost of raising capital. He emphasizes the company's commitment to closing the wealth gap and driving social change through financial empowerment. Tune in for an engaging and informative conversation designed to inspire startups, entrepreneurs, and small business owners. Topics Include: The Mission of Planet Wealth From Main Street to Wall Street A New Era For Accessing Capital The Importance of Building Community Crowdfunding & Investment Strategies Resources mentioned in this episode: Planet Wealth Website Connect with Lance: LinkedIn Connect with Mike: LinkTree LinkedIn Let's Get Social: Connect with Planet Wealth Produced By: Social Chameleon…

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Trailer 1:32

15 weeks ago1:32