Episode Details

What if the biggest threats to your wealth aren’t lurking in the S&P 500—but in your calendar, your health, and even the way you network? 🎯 In this episode, Wall Street veteran John Browning teams up with Broadway-to-Hollywood-to-High-Net-Worth powerhouse Toni Kaufman to reveal the hidden pitfalls that sabotage wealthy families—and the unconventional strategies that neutralize them.

Why You’ll Want to Hit “Play”

• Beyond Market Risk: Why headlines fixate on stock swings—and what they ignore.
• Networking on the High Seas: Toni’s seven-cruise-a-year strategy for elite deal-making (and how you can board).
• Your Personal Risk Audit: Health shocks, longevity gaps, and tax traps that portfolios alone can’t fix.
• Life Insurance as a Life Raft: How Toni tapped policy benefits during a cancer battle—and the lesson for every entrepreneur.
• Three Questions to Pressure-Test Your Plan: John S