Podcast Episodes
Back to SearchPassing Down More Than Money: Values, Legacy & Trusts w/ Iran Harvell
Episode 43
Episode 043: In Part One of this series, Iran Harvell reminded us that estate planning isn't really about documents—it's about people.
Today, we take …
2 months, 1 week ago
Protecting the People You Love: The Estate Planning Documents Every Adult Needs w/ Iran Harvell
Episode 42
Episode 042: Estate planning is one of those topics that many people know they should address, yet far too many families put it off until it's too la…
2 months, 2 weeks ago
Growth with Guardrails: Understanding Buffered ETFs w/ Matt Kaufman, CETF
Episode 41
Episode 041: Many investors ask the same question: Is there a way to participate in the stock market's growth without taking on all of the downside r…
2 months, 3 weeks ago
The Ultimate Teammate: Leadership, Sacrifice & Success w/ Gonzaga's Jalen Warley
Episode 40
Episode 040: Success isn't always measured by points scored, shots made, or individual accolades. Some of the most valuable players are the ones who …
3 months ago
Part 3: Ray Dalio's Holy Grail of Investing (The Athlete's Guide to Building Wealth)
Episode 39
Episode 039: In Part 3 of The Athlete’s Guide to Investing, I shift the conversation from building wealth to protecting it.
Because making money is o…
3 months, 1 week ago
Part 2: Warren Buffett & The Power of Index Funds (The Athlete's Guide to Building Wealth)
Episode 38
Episode 038: In Episode 2 of The Athlete’s Guide to Investing, I talk about one of the biggest mindset shifts that changed the way I think about inve…
3 months, 2 weeks ago
Part 1: Think Like an Investor (The Athlete's Guide to Building Wealth)
Episode 37
Episode 037: In Episode 1 of The Athlete’s Guide to Investing, I introduce a simple idea that changed the way I think about money:
Many of the same ha…
3 months, 3 weeks ago
Liquidity Events: What to Do Before the Money Hits Your Account w/ Ben Klundt, CFP, CEPA
Episode 36
Episode 036: In this episode, I sit down with Ben Klundt, a Certified Financial Planner and certified exit planning advisor at TEN Capital, to talk a…
3 months, 4 weeks ago
Designing Your Next Chapter: How to Prepare for a Career Change w/ Spencer Ansett
Episode 35
Episode 035: In this episode, I sit down with Spencer Ansett, Executive Search Consultant at the Mullings Group, a nationwide MedTech search firm. Sp…
4 months ago
Turn Your Portfolio Into An Income Stream: Covered Call Strategy w/ Goldman Sachs Matt Mierezejewski
Episode 34
Episode 34: What if your portfolio could generate income in any market?
In this episode, I sit down with Matt Mierzejewski of Goldman Sachs to break d…
4 months, 1 week ago