Episodes

Your dollars are quietly bleeding value, and if you’re standing still, you could be falling behind. In this episode, we show you how to build and protect wealth in a high-rate, high-inflation world. One track for young investors. One for near-retirees with everything on the line. Each move is designed to outpace inflation, avoid taxes, and take advantage of opportunity.

AI isn’t coming: it’s already here, and it’s rewriting the rules of business and investing. From job disruption to new investment frontiers, we break down how artificial intelligence is reshaping the market landscape in real time.

Lets explore powerful tax strategies real estate investors need to understand. Whether you’re looking to defer capital gains or roll property into a REIT, knowing when and how to use these tools could save you thousands.

In this episode, we dive into the challenges of achieving a “soft landing” in the economy and explore what history can teach us about market downturns. Our conversation unpacks how investor psychology influences market behavior and why discipline and long-term planning matter—especially during uncertain times. We’ll also offer thoughtful questions to help guide sound financial decisions. This isn’t a forecast, but a grounded discussion rooted in historical context and financial fundamentals.

Most people don’t realize they’re already on one of four paths to becoming a millionaire—but they’re walking it blind. This week on True Wealth, we expose the four real-world wealth engines Americans are using today—from corporate careers and real estate deals to index investing and side hustles—and the silent mistake that quietly derails most along the way. If you’ve ever wondered whether you’re truly building wealth or just spinning your wheels, this episode will make you stop and think. Becau...

Welcome to The Unwritten Resume, a refreshingly honest, thought-provoking show that dives into the real résumé you’re building every day — the invisible one. Most of what we chase isn’t what we really want. Strip it all down, and what’s left? That’s where your real wealth begins!

Learn how to build a retirement portfolio designed to withstand market crashes—not avoid them. Smart structure, steady income, and strategies to keep you standing when others fall.

Building wealth is a skill—but staying wealthy is a discipline. It’s not just about managing money; it’s about managing you. Success brings distractions: lifestyle creep, status chasing, and the slow drift from who you were when you started. Without a clear definition of “enough,” it’s easy to chase everything and feel fulfilled by nothing. True wealth isn’t just what you’ve earned—it’s how well your money reflects your values, your purpose, and your identity. The real goal? To grow your net wor...

Tariffs are back and so is the battle for economic control. We break down what’s really happening with China, why Vietnam is under pressure, and how this trade war could reshape the markets, manufacturing, and America’s future.

Some people seem to attract wealth effortlessly—while others struggle despite hard work. But is success really about luck, or is there a way to manufacture it? The truth is, the wealthiest individuals don’t just stumble into fortune—they create the conditions for it to happen. From strategic risk-taking to positioning themselves for the right opportunities, they know how to stack the odds in their favor. In our latest podcast, we break down the mindset, habits, and financial strategies that can ...

True wealth isn’t just about accumulation—it’s about alignment. Too often, we chase financial success only to find ourselves exhausted, unfulfilled, and wondering what it was all for. But what if money wasn’t the goal, but the tool? In this conversation, we’re redefining prosperity—shifting from a mindset of endless hustle to one of purposeful growth. How do you use money to build a life that’s whole, not just full? It’s time to give your wealth a mission, your growth a purpose, and your success...

In today’s episode, we unpack the lesser-known concepts that can quietly shape your investment success. From the upside of working within limitations to the risks of ignoring survivor bias, we’re taking you beyond the headlines. We’ll also reveal why your network and second-level thinking could be just as critical as your portfolio choices. Listen now for a conversation designed to broaden your approach to building wealth.

The Dow just plunged 900 points, recession fears are back, and tariffs are hitting everything from groceries to gas and even your next iPhone. Meanwhile, hedge funds just dumped $4 trillion in stocks—so is this just a shake-up or the start of something bigger? Listen as we break down what’s happening, why it matters, and what smart investors should be doing right now.

With tariffs now in force, investors must decide: adapt or risk falling behind. Will this policy shift be a short-lived negotiation tactic or a long-term economic realignment? Markets, industries, and portfolios will feel the impact—some thriving, others struggling. The key question: Are you prepared for what’s next?

With higher IRS contribution limits in 2025, many investors wonder if maxing out their 401(k) or IRA is the best move. While it offers tax benefits and long-term growth, it can also limit financial flexibility and create unexpected risks. Before committing, here’s what you need to know to make the smartest choice for your future.

Retirement can be both exciting and a little daunting. The more informed you are, the more confidence and peace of mind you’ll have as you transition into this new chapter. Let’s explore some key factors to consider as you prepare to leave the workforce.

With national debt soaring and voters pushing for change, is the new administration steering the government like a corporation? We break down the talk of a sovereign wealth fund, the proposed Gaza takeover, and what it could mean for investors.

Just because we can’t practice law doesn’t mean we don’t care about it. So we brough in guest attorney Derek Simmons to discuss the in’s and out’s of corporate entities. Why might you need one? Which one is right for you? What are common mistakes? All that, plus the usual shenanigans that happen each week. Take a listen.

Deep Seek is shaking up the markets, leaving investors wondering—is this an overreaction or a real threat to American tech? While speculation runs wild, there’s a bigger takeaway: How should we respond when volatility hits? This lesson extends beyond just one news cycle.

Lets break down the ripple effects of President Trump’s latest executive orders and their potential impact on the stock market. From energy deregulation to AI investments and trade tariffs, we’ll explore how these sweeping policy changes could shape key industries, influence investor sentiment, and create opportunities, or risks, for your portfolio.

IRAs are a cornerstone of wealth-building, but how do they really work? From Traditional to Roth and everything in between, we’re breaking down your options and strategies. Don’t miss this essential episode—it’s time to take control of your financial future!

What happens when the top 10 biggest US stocks make up 30% of the index? How do we set goals that make investing make sense? With a new year bringing new innovation, let’s make more informed decisions.

Plausible or complete nonsense? Let’s break down some of the most popular conspiracy theories to assess whether they could have any chance of being true. Why does this matter? What if understanding these theories could help us gain an edge on potential market effects?

Turn holiday cheer into financial success! 🎄 Discover 12 simple yet powerful money tips to start 2025 on the right foot. Don’t miss these actionable strategies to help grow your wealth and secure your financial future!