Send us a text “For optimal health ensure you take more copper and donate blood regularly.” - Morley Robbins In this episode of the Deep Wealth Podcast, Jeffrey welcomes Morley Robbins, known as the Magnesium Man, for his fourth appearance. Robbins, the creator of the Root Cause Protocol, provides a deep dive into the importance of copper, magnesium, and iron in our health. 08:14 The Root Cause Protocol and Mineral Imbalances 12:02 The Iron-Copper Balance and Health Implications 27:06 Practical ...
Aug 28, 2024•1 hr 1 min•Season 3Ep. 364
Send us a text “Enjoy the journey exactly as it is regardless of the challenges.” - Charles Gaudet Elite business coach Charles Gaudet shares his personal entrepreneurial path, starting from a young age and growing his first multi-million dollar company by age 24. Now a renowned coach, author, and podcast host, Charles reveals the importance of mindset, gratitude, and sustainable growth in driving business success. 04:30 Charlie's Entrepreneurial Journey 10:36 The Power of Mindset and Gratitude ...
Aug 26, 2024•53 min•Season 3Ep. 363
Send us a text “Enjoy the journey as this is what makes you who you ultimately become.” - Kyle Wilson Kyle Wilson, founder of ThriveModal and Yellow Diamond Logistics, shares his transformative journey in strategic logistics and staffing global talent. Kyle's expertise lies in integrating skilled professionals from the Philippines into U.S. businesses, providing vital administrative, technical, and creative support that drives growth. The discussion highlights his innovative approach to talent s...
Aug 21, 2024•57 min•Season 3Ep. 362
Send us a text “Be open to opportunity.” - James Ballidis James Ballidis, a trial lawyer turned entrepreneur with 37 years of experience, discusses his journey of transitioning from law to mentoring CEOs and helping them create big visions for their businesses. He talks about his revelation that well-intentioned advice can often stifle others' visions and shares insights from his book, 'Vision Maker'. James explains the importance of creating a significant vision, collaborating effectively, and ...
Aug 19, 2024•49 min•Season 3Ep. 361
Send us a text “Sales is the single most important skill in life. Master the art of sales.” - Andy Lee In this episode of the Deep Wealth Podcast, Andy Lee, founder of Parallaxes Capital, delves into his journey from Citigroup to founding his own firm specializing in tax receivable agreements (TRAs). He discusses the importance of understanding taxes for both buy and sell-side transactions, providing insights on how to unlock hidden value in tax assets. The conversation also explores the role of...
Aug 14, 2024•44 min•Season 3Ep. 360
Send us a text In this solo episode of the Deep Wealth Podcast, Jeffrey Feldberg dives into the unseen pitfalls that can hinder a business's financial freedom. He explores various blind spots or 'inflection points' that could be silently eroding business value, including operational inefficiencies, over-dependence on key employees, weak financial controls, and high customer concentration risks. Jeffrey shares actionable strategies to uncover and address these silent killers before it's too late....
Aug 12, 2024•44 min•Season 3Ep. 359
Send us a text “Measure all things important, starting today.” - Robert Indries In this episode of the Deep Wealth Podcast, host Jeffrey Feldberg welcomes back Robert Indrias, a highly successful entrepreneur from Romania. Robert shares his inspiring journey from working on farms in Transylvania to building a global business empire. He has grown eight businesses generating seven-figure revenues each year, and helped clients generate half a billion dollars in business value. Robert discusses his ...
Aug 07, 2024•52 min•Season 3Ep. 358
Send us a text “Don’t put off things today because you think you have time.” -Rick Yvanovich Rick Yvanovich, a seasoned British techie with over four decades of global experience, shares his journey and insights on the Deep Wealth Podcast. From starting as a supermarket trainee to becoming a prominent figure in various industries—including tech, finance, and property development—Rick exemplifies passion and transformation. He's a fellow of multiple prestigious accounting bodies and holds signifi...
Aug 05, 2024•59 min•Season 3Ep. 357
Send us a text “Own and honor your gifts and talents and share it with the world.” - Katie Richardson In this episode, executive business coach Katie Richardson shares her inspiring journey from building a multi-million-dollar international company to helping entrepreneurs unlock their full potential. Katie discusses her shift from a traditional, hustle-driven mindset to a more fulfilling approach that balances business success with personal happiness and alignment with one's purpose. 02:49 Kati...
Jul 31, 2024•54 min•Season 3Ep. 356
Send us a text “Do not compromise on the person you will marry.” - Robert Indries In this Deep Wealth Podcast episode, host Jeffrey Feldberg interviews Robert Indrias, a renowned entrepreneur from Transylvania, Romania. Robert's journey of hard work and determination is highlighted, showcasing his transition from growing up in a modest family to building an empire of eight businesses generating seven-figure revenues annually. Robert discusses his global travels, his extensive experience in vario...
Jul 29, 2024•58 min•Season 3Ep. 355
Send us a text “Stay true to your principles and simplify.” - Morley Robbins In this engaging episode, host Jeffrey converses with Morley Robbins, the Magnesium Man and creator of the Root Cause Protocol. They discuss the critical role of minerals like magnesium and copper in health and the shift from hospital administration to natural healing. 05:50 The Importance of Adrenal Cocktails 22:04 Phase Two: Organic Foods and Clean Water 37:36 The Importance of Health as Wealth 48:44 Managing Iron and...
Jul 24, 2024•1 hr 17 min•Season 3Ep. 354
Send us a text “ Be open minded, embrace relationships, and know that you are destined for greatness.” -Philip Chan In this episode of the Deep Wealth Podcast, Philip Jayhawk Chand, CEO of Lightspeed Investing, shares his personal journey from aspiring surgeon to successful investor. He discusses overcoming burnout in the medical field and pivoting towards finance, where he teamed up with former medical professionals turned investment experts. 04:33 Philip's Journey from Medicine to Investing 10...
Jul 22, 2024•44 min•Season 3Ep. 353
Send us a text “Spend more time with your family.” -Aaron Marcum In this episode of the Deep Wealth Podcast, host Jeffrey Feldberg interviews Aaron Marcum, a successful entrepreneur and author of 'Entre Thrive: The Entrepreneur's 8 Laws to Accelerate Financial Freedom While Creating the Good Life.' Aaron discusses his journey, insights, and the importance of positive psychology in both personal and professional success. He emphasizes the need for clarity, grit, positive connections, and faith, w...
Jul 17, 2024•1 hr 1 min•Season 3Ep. 352
Send us a text “Make the time for family to be there for the magic moments.” -Mike Cardamone In this Deep Wealth Podcast episode, Jeffrey Feldberg interviews Michael Cardamone, CEO and Managing Partner at Forum Ventures. Michael shares his extensive experience working with B2B SaaS companies and discusses his investment strategy focused on aiding early-stage founders. He emphasizes the importance of understanding customer needs, market opportunities, and having a passionate entrepreneurial minds...
Jul 15, 2024•39 min•Season 3Ep. 351
Send us a text “Follow your passion and take risks.” - David Bush David Bush, through his coaching and motivational speaking, helps entrepreneurial leaders design and live extraordinary lives. He shares his captivating message and coaching system on how ordinary individuals can achieve tremendous success. David uses humor, storytelling, and practical strategies to inspire leaders to step out of their comfort zones. In this episode, he delves into his journey, the parallels between sports and bus...
Jul 10, 2024•52 min•Season 3Ep. 350
Send us a text “Enjoy the journey as your authentic self so you’ll have no regrets.” - Joe Lander In this episode of the Deep Wealth Podcast, Jeffrey Feldberg interviews Joe Lander, a versatile leader and legacy coach. Joe's remarkable journey spans from being a law firm partner to an HR manager at a Fortune 500 company, and a financial planner managing assets over $50 million. Today, Joe is the CEO of The Life You Love Coaching, helping mission-driven professionals craft personal legacies that ...
Jul 08, 2024•46 min•Season 3Ep. 349
Send us a text “It’s never that serious, it’s never as bas as it seems, and it’s never as good as it’s seems.” - Chris Younger Chris Younger, CEO and co-founder of Class VI Partners, joins the Deep Wealth Podcast to discuss his company's mission to support entrepreneurs by integrating personal and business planning. He shares his journey from attorney to investment banker, emphasizing the importance of preparing businesses for transitions. The episode also highlights the Deep Wealth Mastery Prog...
Jul 03, 2024•49 min•Season 3Ep. 348
Send us a text “Stay optimistic and don’t let the pessimism creep in.” - Sunny Vanderbeck In this episode of Deep Wealth, Sunny Vanderbeck, co-founder of Satori Capital, discusses his journey from an Army Ranger to a public company CEO and finally to an investor committed to 'conscious capitalism.' Sunny shares his insights on building and sustaining mid-market companies, emphasizing the importance of creating value for all stakeholders. He talks about Satori Capital’s unique approach, which com...
Jul 01, 2024•56 min•Season 3Ep. 347
Send us a text “A winning mindset is the key to unleashing your full success.” - Jeffrey Feldberg In this solo episode post-exit entrepreneur and host of The Deep Wealth Podcast, Jeffrey Feldberg, discusses the critical importance of developing a winning mindset for business success. He shares real-life examples, including his own journey with Embanet, and outlines practical strategies for entrepreneurs to cultivate resilience, long-term vision, and continuous improvement. 00:17 The Importance o...
Jun 26, 2024•39 min•Season 3Ep. 346
Send us a text “It’s going to be OK.” - Retired Founder In this episode of the Deep Wealth Podcast, post-exit entrepreneur and host Jeffrey Feldberg converses with Retired Founder, an anonymous guest who shares his journey from a middle-class Midwest upbringing to successfully selling his bootstrap SaaS business through three transactions between 2017 and 2022. He retired in 2018 and has since been building a community for post-exit founders. Retired Founder discusses the unexpected challenges o...
Jun 24, 2024•1 hr 8 min•Season 3Ep. 345
Send us a text “Join a peer group as it’s lonely at the top.” - Reid Tileston In this engaging episode, we explore the remarkable journey and key insights of Reid Tileston, an acclaimed author, keynote speaker, and a recognized authority in entrepreneurial business ownership. Reid shares lessons from his 15-year career of acquiring, growing, and selling companies, including his latest 10X exit. He discusses his book 'Grit It Done,' offering a low-risk guide to entrepreneurial business ownership....
Jun 19, 2024•53 min•Season 3Ep. 344
Send us a text “Know yourself and do things that align with your unique abilities.” - Rocco Carriero In this episode of the Deep Wealth Podcast, renowned Wealth Advisor Rocco Carrero shares his expertise on wealth management, financial planning, and the balanced approach to life. Rocco, who has appeared on major media outlets and contributed to top financial publications, discusses his journey from observing business owners at his father's tailor shop to becoming a distinguished financial planne...
Jun 17, 2024•38 min•Season 3Ep. 343
Send us a text “Don be a go-getter. Be a go-giver.” - Avetis Antaplyan In this episode of the Deep Wealth Podcast, we sit down with Avetis Antaplyan, founder and CEO of HIRECLOUT, one of Inc. 5000's fastest-growing companies. With a rich background spanning roles as an award-winning CEO, entrepreneur, advisor, investor, and more, Aventis shares his journey from managing a $5 million Rite Aid store at 19 to scaling HIRECLOUT into a global tech recruiting powerhouse. Avetis discusses his early ent...
Jun 12, 2024•53 min•Season 3Ep. 342
Send us a text “Drink raw milk for your health.” - Morley M. Robbins Jeffrey Feldberg interviews Morley Robbins, known as the Magnesium Man, creator of the Root Cause Protocol and expert on magnesium's role in health. Topics include misconceptions about iron, vitamin D, calcium, and other common supplements, and how these impact copper levels in our bodies. 03:16 Morley Robbins' Journey to Natural Healing 05:30 The Root Cause Protocol Explained 03:44 Iron Supplements: A Deep Dive 27:08 Vitamin D...
Jun 10, 2024•1 hr 19 min•Season 3Ep. 341
Send us a text “Understand your own voice.” - Julie Perkins In this episode, Jeffrey Feldberg welcomes Julie Perkins to discuss her entrepreneurial journey and share strategies for business growth, leadership, and navigating challenges. Julie draws from her extensive experience, offering practical advice on trust, purpose, vision, and resilience. Learn how embracing failure, aligning with your values, and understanding goodwill can propel your business forward. 00:00 Introduction and Sponsor Mes...
Jun 05, 2024•46 min•Season 3Ep. 340
Send us a text “Follow your dreams as early as possible.” - Greg Alexander In this engaging episode of the Deep Wealth Podcast, host Jeffrey Feldberg sits down with Greg Alexander, the founder of Collective54, to discuss the unique challenges, strategies, and rewards of building and scaling boutique professional service firms. Greg shares his personal journey, offers insights on differentiating between entrepreneurs and owners, and provides actionable advice on issues like hiring a CEO and lever...
Jun 03, 2024•52 min•Season 3Ep. 339
Send us a text “Work less and spend more time with loved ones.” - Eric Brotman Join us on this episode of the Deep Wealth Podcast as we dive into financial planning and wealth management with Eric Brotman, CEO of BFG Financial Advisors. With over 25 years of experience, Eric shares his journey from an English major to a financial advisor and successful entrepreneur. The episode covers the importance of financial literacy, the Deep Wealth Mastery Program, and succession planning. 00:00 Meet Eric ...
May 29, 2024•45 min•Season 3Ep. 338
Send us a text “Believe in yourself and don’t put off for tomorrow what you can do today.” -Nick Wallis On this episode of the Deep Wealth Podcast, host and nine-figure post-exit entrepreneur Jeffrey Feldberg discusses liquidity events and M&A transactions with Nick Wallis, a partner at Gerald Edelman. Nick shares his insights from over 15 years in finance, focusing on selling private businesses valued between 5 to 100 million. 00:00 Meet Nick Wallis: A Finance Expert with a Story to Tell 00...
May 27, 2024•53 min•Season 3Ep. 337
Send us a text “Enjoy the journey as it’s the journey, and not the destination, that provides fulfillment and joy.” - Michael Buttler In this episode, Michael Butler, Senior Director at Footprint Capital, shares his extensive experience in buy-side and sell-side engagements. The conversation explores strategies to turn unsolicited offers into valuable market insights. Butler advises on key questions to ask potential buyers before signing NDAs and emphasizes the importance of preparation and runn...
May 22, 2024•48 min•Season 3Ep. 336
Send us a text “At the best or worst of times know that It’s going to be OK knowing that it’s all about the quality of your relationships.” - Jeff “If everything goes wrong have confidence in yourself that you’ll work it out and everything will be OK.” - AJ Wasserstein This episode of the Deep Wealth Podcast features a roundtable discussion with the host and two post-exit entrepreneurs, AJ Wasserstein and an anonymous guest known as Retired Founder, sharing insights and experiences about life af...
May 20, 2024•1 hr 6 min•Season 3Ep. 335
