Podcast Episodes
Back to SearchEpisode 17: How the Rothschilds Built a 250-Year Dynasty
Episode 17
Episode Summary
In the late 1700s, Mayer Amschel Rothschild was a coin dealer in Frankfurt's Jewish ghetto. He sent his five sons to five European ca…
9 months, 1 week ago
Episode 16: The Five Pillars of a Family Office
Episode 16
Episode Summary
Whether a family office manages $5 million or $5 billion, it's built on the same five pillars. This episode introduces the complete a…
9 months, 1 week ago
Episode 15: The Myth That Family Offices Are Only for Billionaires
Episode 15
Episode Summary
The biggest myth in wealth management: family offices are only for billionaires. Yes, Single Family Offices require $100M+ to justify…
9 months, 1 week ago
Episode 14: Why Traditional Financial Planning Fails Business Owners
Episode 14
Episode Summary
Traditional financial planning was designed for employees: steady paycheck, employer retirement plan, retire at 65, draw down assets.…
9 months, 1 week ago
Episode 13: Action Step: List Every Advisor You Pay
Episode 13
Episode Summary
Today's action step is simple but powerful: List every advisor you pay. For most business owners, this is the first time they've seen…
9 months, 1 week ago
Episode 12: My CPA and Attorney Handle Everything
Episode 12
Episode Summary
"My CPA and attorney handle everything." It's one of the most common objections I hear—and one of the most revealing. Your CPA handle…
9 months, 1 week ago
Episode 11: The Cost of Fragmented Advisors
Episode 11
Episode Summary
Most successful business owners have a CPA, attorney, financial advisor, and insurance agent—each competent, each sending a bill. But…
9 months, 1 week ago
Episode 10: Why the Vanderbilts Made More But Lost Everything
Episode 10
Episode Summary
How does the richest family in American history go broke in just three generations? Cornelius Vanderbilt—"The Commodore"—built a fort…
9 months, 2 weeks ago
Episode 9: Income Is Loud, Systems Are Silent
Episode 9
Episode Summary
Today's episode is about a trap almost every successful business owner falls into: Income is loud. Systems are silent.
When you make m…
9 months, 2 weeks ago
Episode 8: Why Structure Always Follows Wealth
Episode 8
Episode Summary
Today's principle is one of the most important things I can teach you: Structure always follows wealth. Whether you build it intentio…
9 months, 2 weeks ago