Podcast Episodes

5 Mistakes To Avoid When Buying Your Next Covered Call ETF

The Truth About Covered Call ETFs Nobody Tells You

Covered call ETFs might be the most blindly bought income product on the market right now. And almo…

4 hours ago

Have $1M–$30M? Here's How to Grow, Protect, and Pass It Down (7 Steps)

You're Too Big for the App—and Too Small for the Family Office

If your net worth sits somewhere between one and thirty million dollars, you're stuck i…

1 week ago

You NEED a Micro Family Office (if you have $1M-$30M NW)

You Don't Need a Better Advisor. You Need a Better Structure.

As your wealth grows — one million to two, two to five — you outgrow your financial advi…

2 weeks ago

Give me 50 sec... you'll never look at your financial advisor the same

Most people think they're in charge of their money. They're not.

If you have a financial advisor telling you what to buy, when to worry, and what your…

3 weeks ago

SpaceX IPO Is Minting Overnight MILLIONAIRES — Here's 7 Decisions you MUST Make

SpaceX is about to mint 160 new millionaires — and most of them will get this wrong

You think the big decisions come after the money hits. You're wron…

4 weeks ago

5 Counter-Intuitive Investing Principles That Helped Me Retire at 51

I Retired at 51 Without Following the 4% Rule

Most people are handed the same retirement playbook: hire an advisor, diversify your stocks, withdraw 4%…

1 month ago

Family Office CEO Ranks Every Income Investment BEST to WORST (For $1M–$10M Portfolios)

Most first-gen millionaires I meet have a portfolio that looks the way mine did 14 years ago — over-concentrated in growth stocks. That works when ma…

1 month, 1 week ago

Build a Micro Family Office From Scratch (7 steps)

If your wealth feels disorganized, it's not because you've made bad investments. It's because nobody ever taught you the part that actually matters o…

1 month, 2 weeks ago

The Most Misunderstood Aspects of Covered Call ETFs

For the past five years, my portfolio has generated over $200,000 a year in income — and until recently, none of it came from covered call ETFs. That…

1 month, 3 weeks ago

I stopped investing when I learned this...

You crossed the million-dollar mark. The returns look good. Your advisor says you're on track. And yet, something still feels off.

I've been there. Af…

2 months ago