The Dream Architect Life: Where Money and Mindset Meet

Are you someone who is near retirement, who has been diligent about accumulating wealth and is now looking at the “what’s next?” heading into the next chapter of your life? Welcome to The Dream Architect Life podcast where money and mindset meet with Brya

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REPLAY: Don’t Confuse Simple With Simplicity Featuring Jeffrey Feldberg (Ep.69)

Posted January 8, 202500:37:49

Hello Dream Architects! Today, we are revisiting a conversation with Jeffrey Feldberg, co-founder and CEO of Deep Wealth and Chief Liquidity Event Advisor....

Inside the Mind of a Financial Trailblazer with David Perkins (Ep.68)

Posted December 11, 202400:38:47

It takes relentless determination to build a successful investment management firm from the ground up, defying all odds and turning adversity into triumph.

David...

Maximizing Your Retirement Through Estate Planning with Craig Hersch (Ep.67)

Posted October 9, 202400:48:55

Think estate planning is just about what happens after you’re gone? Think again! It’s a vital life plan to help you shield wealth, minimize taxes,...

REPLAY: Navigating Uncertainty and Adversity In The Current Age

Posted September 25, 202400:23:47

It’s time to hit replay on an episode that covers an increasingly relevant topic in today’s digital age: uncertainty and adversity.

Fear...

Why High Net Worth Individuals Need Cybersecurity With Scott Augenbaum & Kevin Donahue (Ep.65)

Posted August 28, 202400:42:24

Your family’s wealth and personal information could be more vulnerable to cyber criminals than you think. Are your family and finances truly safe...