What happens when the dream of becoming a Big Four partner starts to lose its shine? In this episode, we unpack why the traditional career path at PwC, Deloitte, EY, and KPMG might not be what it used to be — and what that means for folks on the partner track. Is the equity partner model fading — and how should professionals and investors adapt to this quiet shake-up? Here’s what you’ll learn: ✅ Why fewer people are being promoted to equity partner at the Big Four ✅ The rise of the “non-equity p...
May 19, 2025•10 min
Why Saving Is the Real Secret to Wealth (Even More Than Investing) Before you think about your actual investments, you should consider - Are you actually saving enough in the first place? In this episode, we unpack why saving—not just investing—is the real foundation of wealth investors. Want to build long-term wealth and enjoy a secure retirement? It starts with what you don’t spend today. ✅ Why saving is crucial during every life stage—from your 20s to retirement ✅ The 50/30/20 rule and when i...
May 11, 2025•16 min
In this episode, we explore a clever tax strategy that can help Canadian couples potentially lower their overall tax bill: the spousal loan strategy. Ever wondered how to legally shift taxable investment income from a higher-income spouse to a lower-income spouse? Tune in as we demystify the ins and outs of using a prescribed-rate loan to optimize your family’s tax situation. 🎧 Listen to this episode to discover: ✅ How the spousal loan strategy works and why gifting money isn’t as tax-friendly ...
Jan 28, 2025•8 min
I recently spoke to Greg Barnsdale, author of "Do Not Ignore Your Mortality" and veteran of the funeral and financial planning industries. Greg shared his unique insights from vast experience as both a funeral director and financial planner. His work focuses on helping people navigate end-of-life planning and estate preparation. 🎧 Listen to this episode to discover: ✅Why roughly 50% of North American adults don't have a will and what to do about it ✅ How to have difficult but crucial end-of-lif...
Dec 24, 2024•45 min
Wall Street Vision is back after a break! You might be wondering why we’ve had so few episodes this year –- Well, I had a professional goal of completing the Certified Financial Planner (CFP) designation, and that took a whole lot of study hours! I completed the CFP program courses and passed that exam, so now I’m very excited to have more time that I can devote to the podcast again. This episode is all about AI. Join us for a comprehensive overview of artificial intelligence (AI), covering its ...
Nov 04, 2024•28 min
I recently spoke to Aaron Letzeiser, co-founder of Obie Insurance and Forbes “30 under 30” award recipient. Aaron told me about his startup journey and the steps he took to raise capital for his firm. Aaron's firm (Obie Insurance) went through the prestigious Y Combinator accelerator program in Silicon Valley. The firm is making moves in the rental property insurance space. 🎧 Listen to this episode to discover: 👉 The steps Aaron took to raise $39M for his startup ⭐ What it’s like being a nimbl...
Mar 17, 2024•29 min
In this episode we have the pleasure of learning from Mark B. Murphy, CEO of Northeast Sequoia Private Client Group. Mark is an accomplished author, speaker, and motivator. He helps entrepreneurs achieve multi-generational wealth through personalized strategies. His investment firm manages billions of dollars in assets. In this episode we covered: The steps Mark took to achieve financial success (he didn’t grow up rich) Why it’s important to compete against yourself (instead of competing against...
Dec 26, 2023•16 min
Jake Buerke is a Wall Street veteran and the founder of the AI company chtrbx.AI Tune in to discover: -What’s happening in the AI space -When we might have AI that can replace humans (wow!) -What can you do to avoid being replaced by artificial intelligence? -Jake's thoughts on the drama happening at openAI (company that created chatGPT - chtrbx.AI and the cool stuff they’re doing to help clients get unique customer insights Don't miss out on a special offer - Use coupon WSV2023 for 50% off all ...
Dec 06, 2023•55 min
Ted Oakley is a true investing expert with over 40 years of experience working with high net worth clients. You can learn a lot from someone who’s been through so many decades of investing. In our conversation, we cover: -Ted’s remarkable story of growing up in a home with zero money, no running water and what helped him achieve financial success despite that upbringing -Top mistakes that he sees investors making -How people’s past experiences with investing can cause them to make poor decisions...
Nov 01, 2023•44 min
You’ve seen the scary headlines about a looming recession, but what’s the current status of the U.S. economy? I’m joined by Sam Burns to get his take. Sam is a senior equity strategist with over 20 years of experience in financial markets. He is the founder and chief strategist at Mill Street Research. Tune in to find out: What is Sam’s take on the current state of the economy and his outlook to later this year and 2024? Why do we sometimes see scary headlines while the stock market keeps hittin...
Oct 24, 2023•41 min
In this episode I had the privilege of speaking with Michael Robbins, CFA. Michael has been the Chief Investment Officer at 6 different investment firms over the past 37 years. He is also a professor at Columbia university, where he teaches quant investing including graduate classes in tactical asset allocation and ESG. In this episode, we discussed: Is the meme stock mania over, or here to stay? What are the characteristics of markets where arbitrage may be possible How computers and chatGPT ar...
Oct 24, 2023•47 min
Warren Buffett has a beef with credit cards. Check out this episode to find out why. 🎬Wall Street Vision on YouTube: https://www.youtube.com/channel/UCJFqmr_loeDjnprHnEX8Hwg 🚀 Wall Street Vision Investing Podcast website: https://wallstreetvision.com/ 🎧 Subscribe and Listen on Spotify: https://open.spotify.com/show/54MGI5CN17hB8OsJMF0erl 🎧 Subscribe and Listen on Apple podcasts: https://podcasts.apple.com/us/podcast/wall-street-vision-investing-podcast/id1553797182 #WarrenBuffett #CreditCard...
Jun 21, 2023•4 min
Did you know that Jim Simons was able to beat Warren Buffett's investment returns? And he didn't just beat them, he CRUSHED them! Watch this video to discover how Jim accomplished this incredible feat through his Medallion Fund at Renaissance Technologies (Rentech). 🎬Wall Street Vision on YouTube: https://www.youtube.com/channel/UCJFqmr_loeDjnprHnEX8Hwg 🚀 Wall Street Vision Investing Podcast: website: https://wallstreetvision.com/ 🎧 Subscribe and Listen on Spotify: https://open.spotify.com/sh...
Jun 01, 2023•6 min
In this video, we explore the fascinating story of Howard Schultz and his incredible journey with Starbucks. From his humble beginnings in Brooklyn, to his rise as one of the most successful entrepreneurs in modern history, Schultz's story is one of perseverance, passion, and vision. 🎬Wall Street Vision on YouTube: https://www.youtube.com/channel/UCJFqmr_loeDjnprHnEX8Hwg 🚀 Wall Street Vision Investing Podcast website: https://wallstreetvision.com/ 🎧 Subscribe and Listen on Spotify: https://op...
May 09, 2023•16 min
Kirk Kerkorian is one of the ultimate entrepreneurs of the 20th century. From rags to riches, Kerkorian's story is truly inspiring and a great example of hard work and determination paying off big time. In this episode we'll take you on a journey through his early days, his rise to the top, and all the challenges he faced along the way. We'll talk about his early years, flying planes during WW2, and his start as a developer in Las Vegas. We’ll also go over how he built the biggest hotel-casino i...
Apr 12, 2023•22 min
Mike Cessario founded Liquid Death and it became a $700 million dollar business against all odds. The crazy thing is that Liquid Death is not some trendy energy drink - It’s canned water. Now this isn’t the most conventional founder/CEO story. Mike grew up playing in punk rock and heavy metal bands and eventually became a graphic designer and advertising creative director. While working on campaigns for big clients like Netflix, he learned tricks for capturing people's attention and getting them...
Mar 14, 2023•13 min
Pieter Levels (levelsio) is the digital nomad who took a leap of faith and became a multi-millionaire by building a portfolio of successful startups. From his humble beginnings as a teenager dabbling in programming to launching 7 mediocre startups, Pieter finally hit the jackpot with Nomad List and RemoteOK. With his philosophy of "learn by doing" and a focus on speed and simplicity, Pieter Levels has built a thriving empire that generates $3 million a year with high margins. Watch this inspirin...
Feb 21, 2023•9 min
In this episode, we will be examining the life and legacy of John D. Rockefeller, one of the most iconic figures in American history. Though he is known as the world's first billionaire, there is much more to his story than just his wealth. Growing up, Rockefeller's family did not have much money, and many of his classmates and teachers thought he was a "slow learner". Despite these challenges, he worked hard to succeed and eventually became one of the wealthiest people in modern history. Rockef...
Jan 04, 2023•44 min
When Bob Parsons was growing up, no one seemed to think he’d amount to much. He was born into a lower-middle-class family in Baltimore in the 50's. With parents who were gamblers (not the winning kind), he seriously lacked career role models. Bob failed the fifth grade, and just barely graduated high school (his teachers let him pass because he joined the marines). None of that stopped him from starting two thriving businesses, which he sold for billions. It’s an amazing underdog victory story. ...
Nov 24, 2022•24 min
Ben Francis became a billionaire by making gym clothes. And to top it all off, he did it without any external investors and without borrowing money - All before he turned 30 years old. You often hear about software CEOs becoming billionaires at a young age. That’s happened a bunch of times in Silicon Valley. It’s easy to scale a software business, but it’s so much harder to achieve scale with a clothing company. Check out this episode to learn how Ben did it. P.S. We’re currently working on some...
Oct 26, 2022•24 min
John Paul DeJoria grew up poor and he didn’t have a father figure to look up to. These humble beginnings only drove him to work harder. On his way to the top, JP went through job firings, failed marriages, and even homelessness at one point. It was a rough road, but none of it could extinguish the fire in his belly. He started Paul Mitchell Systems haircare company at age 36. Even with this “late start”, JP still managed to make billions - amazing inspiration for anyone who thinks it’s too late ...
Aug 30, 2022•24 min
Ray Kroc had a pretty mediocre career until he got involved with franchising McDonald's locations. At 52 years old, he took on a business venture that would change his life and the fast-food industry forever. Even with this “late start”, he still managed to make billions! Great inspiration for anyone who thinks it’s too late to pursue an entrepreneurial dream. In this episode, we’ll uncover the lessons Ray applied from his pre-McDonald’s careers, as well as the steps he took to grow the restaura...
Jul 26, 2022•26 min
You probably know Barbara Corcoran as Shark Tank's straight-shooting business lady, who tells it like it is. But don’t be fooled by her powerful persona. Though she’s a true power player, she overcame many hurdles and setbacks to become a millionaire. Her childhood wasn’t easy. She has dyslexia, and back when she was growing up, learning disorders weren’t treated with compassion. She also shared a small two-bedroom suite with nine siblings! Talk about starting life with the odds stacked against ...
Jun 29, 2022•29 min
Sara Blakely went from running an illegitimate underground babysitting business to founding Spanx and becoming a billionaire in the process. The crazy thing is that she only invested $5,000 into Spanx – Talk about an amazing return on investment! With this trajectory she’s giving Warren Buffett a run for his money :) But her road to riches wasn’t easy. She faced tons of challenges along the way. She even had to do a brutal door-to-door sales job to cover her living expenses while chasing her dre...
May 31, 2022•24 min
Naval Ravikant is a Venture Capitalist who's always been ahead of the curve. Based in Silicon Valley, he invested in companies like Uber and Twitter long before they were household names. But apart from being a shrewd investor, he’s also a great thinker. This guy’s like a modern-day philosopher. Being a reading machine, he consumes content from all sorts of different industries and connects the dots in unique ways. One of Naval's greatest contributions is his concept of the “four types of levera...
Mar 27, 2022•24 min
Jesse Livermore was the best trader you’ve never heard of. Not only did he achieve billionaire status from his investments, but he also has a fascinating back story. His life played out like a movie, from humble beginnings growing up on a farm, to outsmarting mobsters at gambling parlors! Jesse's trading skills took him from a shack in Massachusetts to a mansion in New York. And, his fierce ambition and work ethic fueled his rise to the pinnacle of financial success. This guy’s ability to bounce...
Mar 03, 2022•38 min
Did you know that at one point Volkswagen (VW) became the most valuable company in the world? It was a surprising event that caught virtually everyone off guard. You might be asking, “How the heck does a capital-intensive automaker become the #1 company in the world?”. Well, it’s a fascinating story that involves short sellers, hedge funds and a secret plan by the Porsche family to take over VW. It also resulted in short sellers getting burned to the tune of €20 billion. Whoa! There’s a research...
Feb 01, 2022•30 min
So everyone knows that Warren Buffett is an investing GOAT. I mean, his results speak for themselves, right? Okay, fair enough, but did you know that he still lives in the same house he bought in 1958? How many billionaires do you know who do still live in the same house they got in their late 20s! I have a simple money philosophy; If Warren does something, there’s a good reason for it. In this episode we’ll explore the story of how he bought his house, and why he’s still hanging out in suburban...
Jan 01, 2022•17 min
Maybe you haven’t heard of MJ, but trust me, his story is worth paying attention to. We’ll take a look at how he started (and later sold) a website where people could book limo services all over the country. Of course it wasn’t a straight path to success …it was a bumpy road along the way. One of the things we can learn from MJ are the core thought patterns that allowed him to become financially free. His financial freedom didn’t happen by accident, he was focused on making his dream lifestyle a...
Dec 13, 2021•20 min
Howard Marks is widely considered to be a top investor. He became a self-made billionaire and is the co-founder and co-chairman of Oaktree Capital. They manage $150 billion+ of assets so you know his firm is the real deal. In this episode we’ll cover: The epiphany that Howard discovered while investing in the "Nifty Fifty" stock era The key mindsets that any good investor should have What he did during global financial crisis -- Including how he made an investment that yielded a 23x return in le...
Nov 29, 2021•19 min
