You set out to build wealth, then realized your family was getting the leftovers. But it doesn’t have to be either-or, you can thrive in both. Today, I’m talking with Chad Willardson—wealth advisor to 8 & 9-figure founders, serial entrepreneur, bestselling author, and father of five—who’s figured out how to scale his wealth and stay fully present for his family. He runs a successful wealth advisory firm, owns multiple businesses, travels by private jet, and still makes it to his kids’ games....
Jun 26, 2025•50 min•Ep. 244
What if you could tap into the exact investment strategies billionaires use to multiply their wealth—without being one? In this episode, I’m joined by Richard Wilson, founder of the Family Office Club and Billionaires.com. Over the last 18 years, Richard has analyzed over 1,000 billionaire strategies, advised more than 250 family offices, and built the world’s largest network of ultra-wealthy investors. Today, he’s sharing what he’s learned from nearly two decades studying how the ultra-wealthy ...
Jun 19, 2025•36 min•Ep. 243
Most people are chasing a retirement plan they’ll never enjoy – or even want. Derek Coburn is here to show you a more meaningful path that doesn’t require you to escape your life to start enjoying it. Derek is a best-selling author, founder of the Cadre mastermind, and a former financial advisor to ultra-wealthy clients. After 20+ years in the industry, he sold his firm, walked away from the grind, and redefined what true financial freedom looks like. In this episode, Derek breaks down why the t...
Jun 12, 2025•43 min•Ep. 242
What happens when you sit down with two brilliant friends to talk money, markets, and mindset? You get a raw, unfiltered conversation that challenges conventional thinking and rewires how you approach wealth and opportunity. In this episode, I’m joined by Garrett Gunderson and Brad Weimert for a wide-ranging roundtable on building wealth in today’s fast-changing world. We dive into big topics—from AI’s disruption of legal, banking, and finance, to why the smartest money is moving further away fr...
Jun 05, 2025•1 hr 11 min•Ep. 241
I used to believe the key to success was working harder than everyone else. And for a while, that served me. But over time, I started asking different questions—like what would it look like to build a life where work didn’t come at the expense of family, faith, or freedom? This episode is a little different, as I’m the one being interviewed. Preston Brown, host of the Problems to Profit Podcast, pulls out the biggest lessons I’ve learned, from selling newspaper subscriptions in middle school to ...
May 29, 2025•57 min•Ep. 240
Every founder dreams of the big exit. But few are prepared for what comes next. Today’s guest learned the hard way. Anastasia Koroleva sold her company for 9-figures, but instead of feeling free, everything got more complicated. She lost her identity. Made costly investment mistakes. And her marriage broke under the weight of post-exit stress. In this honest conversation, Anastasia opens up about the emotional aftermath of selling a business and the hidden challenges that come with sudden wealth...
May 22, 2025•59 min•Ep. 239
Imagine that you're an entrepreneur who's already had an exit. You're working on a Master's degree at MIT's Entrepreneur Program, and then you get a call from a talent scout at Shark Tank. Not only that, but that phone call landed you a million-dollar investment from the Sharks for your restaurant business (still one of the top five deals ever to this day) and a seven-figure exit a few years later. That's just scratching the surface of why I'm excited to introduce you to my friend Yuen Yung. Yue...
May 15, 2025•40 min•Ep. 238
Imagine signing a $10M contract, only to see $2M after taxes, fees, and cuts? That’s the reality for most pro athletes. And for many, it’s just the beginning of financial missteps that can lead to bankruptcy just a few years after retiring. Today’s guest is Tom Zheng—a former NFL sports scientist turned investor. He’s also the Co-Founder & CEO of The Players Company, a platform helping professional athletes build real wealth through education, access, and smart investments. In this episode, ...
May 08, 2025•31 min•Ep. 237
What if every decision you made was actually predetermined, shaped by a story your nervous system wrote years ago? Well, the science suggests that our emotional programming starts in the womb. Today’s guest calls it the “ghost in the machine” and has spent 20+ years helping people rewrite it. In this episode, I’m talking with Joey Klein—Founder of Inner Matrix Systems and a globally recognized transformation expert. Joey has trained over 84,000 people, from Fortune 500 execs to pro athletes, to ...
May 01, 2025•48 min•Ep. 236
Most people run from problems. Preston Brown builds businesses around them. He believes every sale is simply a solution to a problem—and if you can solve enough of them, you can build real wealth without sacrificing your time, health, or freedom. Preston is a prolific entrepreneur and systems thinker who automates, optimizes, and scales companies across real estate, lending, construction, and service industries. He’s built a 9-figure portfolio of cash-flowing businesses by identifying everyday f...
Apr 24, 2025•43 min•Ep. 235
If you're grinding through life just to someday 'retire,' you're doing it wrong. Today, I’m talking with Garrett Gunderson—a best-selling author, speaker, and financial disruptor—about what it really takes to build freedom now, not 30 years down the road. Garrett’s helped thousands of entrepreneurs grow their wealth without sacrificing their lifestyle. He’s trained top financial professionals, revived the timeless wealth principles of the Rockefellers, and developed practical frameworks that sim...
Apr 17, 2025•43 min•Ep. 234
Most people lose money in real estate syndications for one reason: they don’t know how to properly vet a deal. In this episode, I sit down with Hans Box to unpack the exact questions savvy investors should ask before wiring funds to a sponsor. Hans is the Co-Founder of Box Wilson Equity, which has invested has invested $95MM+ in equity across various asset classes, including multifamily, self-storage, mobile home parks, distressed debt, office, and preferred equity. And he’s personally been invo...
Apr 10, 2025•57 min•Ep. 233
Whole Life Insurance is widely misunderstood, yet for billionaires and family offices, it’s a powerful tool for long-term financial security. While most people see life insurance as an expense, the wealthy use Whole Life Insurance as a financial foundation—one that offers liquidity, tax-free growth, and a guaranteed rate of return. In this episode, Caleb Guilliams, founder of BetterWealth , joins me to break down the real benefits of Whole Life Insurance—and how to use it the way the wealthy do....
Apr 03, 2025•33 min•Ep. 232
Most pro athletes go broke after retiring. Devon Kennard isn’t one of them. As an NFL linebacker turned real estate investor, Devon made the rare transition from W-2 income to building an 8-figure real estate portfolio—all while still playing in the league. Seeing how easily athletes could be replaced, he knew he needed a plan for financial independence before his playing days were over. While many players burn through their earnings, Devon took a different approach, learning to invest, creating...
Mar 27, 2025•44 min•Ep. 231
So you’ve sold your business—what’s your next step? Most entrepreneurs spend years building their businesses, but when they finally exit, they struggle to transition from managing staff and emails to all the investing opportunities they now have. In today’s episode, I’m sitting down with Dr. Tony Jacob—an entrepreneur who scaled and exited the largest private optometry roll-up in Texas history. After his exit, Tony faced the challenge of shifting from business owner to capital allocator, learnin...
Mar 20, 2025•42 min•Ep. 230
Private credit has been around for centuries, but in recent years, it has surged in popularity—especially among the world’s wealthiest investors. Family offices and institutional investors are shifting away from traditional fixed income and embracing private credit for higher returns, stronger downside protection, and better diversification. Today, I’m sitting down with Peter Sack, co-founder and partner at Chicago Atlantic, one of the largest private credit firms in the U.S. Chicago Atlantic ha...
Mar 13, 2025•31 min•Ep. 229
Too many business owners wake up the day after selling their company with one regret: 'I could have gotten more.' The difference between an average exit and a life-changing one comes down to strategy—and today, we’re diving deep on how to get it right. I’m sitting down with Chad Morissette, an M&A expert who has advised on hundreds of business sales and helped founders maximize their exits. Unlike many advisors, Chad and his entire team have personally built and sold their own companies—mean...
Mar 06, 2025•41 min•Ep. 228
If you don’t have an assistant, you ARE the assistant. That’s the reality for most entrepreneurs—stuck handling emails, booking travel, and drowning in admin work instead of focusing on what actually grows the business. In this episode, I’m sitting down with Tricia Sciortino, CEO of BELAY—a staffing agency that specializes in hiring top-tier virtual executive assistants, bookkeepers, and other remote talent to help business owners buy back their time and scale faster. We’re talking all about how...
Feb 27, 2025•40 min•Ep. 227
If you want to build long-term wealth and protect your money from market volatility, today’s guest has the tools to show you how to do it by using hard assets and smart investing strategies. Ben Reinberg, is one of the leading experts in commercial real estate and the founder of Alliance Consolidated Group , a firm he built from scratch to become a $500M empire that has managed billions in transactions across medical offices, industrial, and multifamily real estate. In his newest book, Hard Asse...
Feb 20, 2025•34 min•Ep. 226
Are you stuck in the Wall Street mindset and looking for better ways to grow and protect your wealth? In this episode, I’m sitting down with M.C. Laubscher, founder of Cashflow Ninja and author of Get Wealthy for Sure: The #1 Financial Strategy for Business Owners to Multiply Wealth Predictably. M.C. is an expert in alternative investments, teaching entrepreneurs how to think outside the traditional financial box to create lasting financial freedom. We dive into why alternative investments outpe...
Feb 13, 2025•46 min•Ep. 225
Building wealth isn’t just about what you do—it’s about how you think. And the ultra-wealthy know that financial success starts in the mind. That’s exactly what today’s guest, Bronson Hill, discovered after interviewing over 2,500 millionaires. Through those conversations, he uncovered the habits, mindsets, and investment strategies that separate everyday earners from those who achieve true financial freedom. A former medical sales professional, Bronson walked away from a high-paying career to p...
Feb 06, 2025•37 min•Ep. 224
Want to know where the smart money is going in 2025? Over $80 trillion is set to move from Baby Boomers to Millennials in the coming years, creating once-in-a-lifetime opportunities for those ready to capitalize. This week, the tables are turned—I’m the guest on Mike Koenigs’ podcast, Capability Amplifier , and we’re talking all about the biggest investment trends of 2025. We dive deep into overlooked opportunities like private credit, Web3 gaming, and the transformative potential of Bitcoin and...
Jan 30, 2025•36 min•Ep. 223
Imagine having a team of expert researchers, marketers, and strategists at your fingertips—working 24/7 to grow your business. That’s the power of AI. And the entrepreneurs who master it will outlearn, outperform, and out-earn everyone else. In this episode, I’m talking with Mike Koenigs—a serial entrepreneur, 19-time bestselling author, pioneer in digital marketing, and AI expert—who is breaking down exactly how smart entrepreneurs are leveraging AI to scale faster, automate success, and build ...
Jan 23, 2025•39 min•Ep. 222
Most entrepreneurs believe growth requires sacrificing everything else. Jonathan Goodman proves you can scale a business without giving up your freedom. He’s built multiple companies, written 12 books (including The Obvious Choice ), and scaled coaching businesses to 7-figures—all while spending half the year living abroad with his family. How? By mastering the art of incentives, knowing when to not scale, and investing in cash-flowing assets that work harder than he does. In today’s episode, we...
Jan 16, 2025•55 min•Ep. 221
Ever feel like the tax system is stacked against you? In this episode, I’m talking with cost segregation expert Wes Mabry to uncover one of the most underutilized and powerful tax strategies available to real estate investors – a proven method to accelerate depreciation, defer taxes, and increase cash flow. Wes is the Founder of 1245 Consulting and one of the country’s leading authorities on cost segregation. For over 17 years, Wes and his team have helped investors—from small-time landlords to ...
Jan 09, 2025•42 min•Ep. 220
What if you could reclaim hours of your day just by getting digitally organized? In this episode, I’m talking with Shawn Lemon, Founder of The Digital Organizer, to uncover the systems and strategies that help entrepreneurs, executives, and busy professionals regain control of their digital lives. From simplifying email management and file organization to choosing the right project management tools, Shawn reveals how a streamlined digital workspace can lead to less stress, more productivity, and...
Jan 02, 2025•41 min•Ep. 219
Think your ideas aren’t worth protecting? Think again. In this episode, I’m sitting down with Kary Oberbrunner—entrepreneur, bestselling author, and CEO of Instant IP™—to uncover why your Intellectual Property (IP) is your most valuable asset. Kary’s helped thousands of entrepreneurs safeguard their ideas and turn them into multiple streams of income using tools like blockchain and smart contracts. His latest book, You Are an IP Company , is a wake-up call for anyone who wants to monetize their ...
Dec 26, 2024•42 min•Ep. 218
Did you know less than 1% of companies are publicly traded? While most investors obsess over stocks, the ultra-wealthy are quietly building fortunes in the other 99%. Today, we’re unlocking their playbook. In this episode, I’m talking with Christopher Zook, Founder of CAZ Investments and co-author of “The Holy Grail of Investing,” which he co-authored with Tony Robbins, to explore how the wealthiest individuals invest differently. From private equity and real estate to professional sports owners...
Dec 19, 2024•1 hr 5 min•Ep. 217
Ever wonder how the wealthiest families invest their money? Spoiler alert: It’s nothing like the 60/40 stock-to-bond strategy you’ve been told to follow. In this episode, Scott Ford pulls back the curtain on how the rich strategically grow and protect their wealth, revealing why 45%-59% of their portfolios are allocated to alternative investments. Not only is Scott a Lifestyle Investor Mastermind member, but he’s also the founder of The Way2Wealth, a holistic financial framework that empowers yo...
Dec 12, 2024•45 min•Ep. 216
What do you do when the dream life you’ve worked so hard for starts to feel empty? Christian Ray Flores went from global stardom as a musician to rediscovering purpose through service, family, and faith. His journey isn’t just inspiring—it’s a roadmap for anyone chasing a life that truly matters. Christian was living the dream—millions of fans, sold-out arenas, and chart-topping hits. But behind the glitz, he felt a void that success couldn’t fill. In this episode, Christian shares how he walked...
Dec 05, 2024•41 min•Ep. 214
