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On the show
From 10 epsHost
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Recent episodes
Protect Your Real Estate & Loved Ones | Application
Jun 16, 2026
Unknown duration
Reduce Stress & Build Wealth
Jun 3, 2026
35m 17s
Protect Your Real Estate & Loved Ones
Jun 2, 2026
41m 57s
Reduce Stress & Build Wealth | Application
May 19, 2026
6m 19s
Equity Compensation & Smart Tax Planning | Application
Apr 21, 2026
5m 25s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 6/16/26 |  Protect Your Real Estate & Loved Ones | Application | The distinction between a legacy plan and a will is an important distinction that often goes unnoticed. In this week's episode lance welch and I dive deep into this topic, as well as many other legacy planning misconceptions. Lance is a Certified Business Development Coach as well as a Certified Behavioral Consultant for DISC Personality Profiles. Lance was a Sales and Leadership Director and oversaw over 3,000 reps in 14 states for a Fortune 100 company prior to stepping out on his own in late 2018. He now has a book out, the legacy navigator, that we dive into because not many think about planning for when they die, but it’s very critical piece that most miss. We also discuss:Legacy Plan Versus Will Define Legacy Plan Steps to take for legacy planning Common themes across successful families Silver sword v gold sword What’s causing divorce rates & how to help it Top sales tips DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content. | — | ||||||
| 6/3/26 | Reduce Stress & Build Wealth✨ | stress managementmindfulness+3 | Molly | Woodhull Wellnessuniv of Denver+3 | — | stressmindfulness+5 | — | 35m 17s | |
| 6/2/26 | Protect Your Real Estate & Loved Ones✨ | legacy planningwills+3 | Lance Welch | The Legacy NavigatorFortune 100 | — | legacy planwill+3 | — | 41m 57s | |
| 5/19/26 | Reduce Stress & Build Wealth | Application✨ | stress managementcorporate wellness+4 | Molly | Woodhull Wellnessuniv of Denver+3 | — | stresswealth building+5 | — | 6m 19s | |
| 4/21/26 | Equity Compensation & Smart Tax Planning | Application✨ | equity compensationtax planning+4 | Josh Radman | Harvard Business SchoolHow Do You Know? | — | RSUsISOs+5 | — | 5m 25s | |
| 4/7/26 | Equity Compensation & Smart Tax Planning✨ | equity compensationtax planning+3 | Josh Radman | Harvard Business School | — | equity compensationtax optimization+5 | — | 44m 21s | |
| 3/24/26 | The Lesser Known Skill to Keep Wealth | Application✨ | saving to investself-awareness+4 | — | — | — | wealthinvestment+4 | — | 8m 28s | |
| 3/10/26 | The lesser known skill to keep wealth✨ | soft skillsleadership+4 | Bill LaRosa | — | — | soft skillsleadership+4 | — | 31m 47s | |
| 2/24/26 | What Credit Card is best for you? | Application✨ | credit cardsfinancial strategies+3 | — | — | — | credit card selectionpoint transfers+3 | — | 7m 08s | |
| 2/10/26 | What credit card is best for you?✨ | credit cardstravel hacking+3 | Matthew Kepnes | Nomadic MattHow to Travel the World on $75 a Day | — | credit card pointsairline fees+3 | — | 25m 06s | |
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| 1/28/26 |  Get the Financial Basics Down | Application✨ | financial basicsinvestment options+4 | Stephanie Guttman | Huntress wealthFortune 500 | — | financeinvesting+6 | — | 8m 42s | |
| 7/8/25 | HDYK How to Maximize Conferences | DD Curriculum | How do you feel about conferences? ✔️ Picking the right one ✔️ Knowing what sessions to attend ✔️ Finding unique ways to stand out and follow up ✔️ How to make the most of it In this week's podcast episode, Neil Greene and I go into depth about these topics, and many others, so that you can actually leave a conference knowing it was time well spent 👏 Do you know anyone that wants to reach financial independence or reach retirement as soon as possible? If so, please take 5 seconds to share the below link with them!https://lnkd.in/gUiMqsVNDISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content. | — | ||||||
| 6/10/25 | Journey to investment success | Athlete Anecdotes | Most people want success, but aren't willing to do what it takes to actually get there..... In this week’s podcast episode, former NFL athlete Mark Parson describes his journey with investing 🏈 We touch on: ➡️ The importance of patience & exploration ➡️ Why embracing uncertainty is a necessary evil ➡️ How to view failures ➡️Investing with Purpose ➡️Building a successful company ➡️Understanding your investment profile Take a listen here for the full episode 👂https://lnkd.in/gUiMqsVNI love helping investors feel more confident in their decisions. Find my headline so that you can: 👂 Listen to my past conversations 💡 Learn from industry experts💪 Gain confidence in your ability to reach financial freedomDISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content. | — | ||||||
| 5/13/25 | Why Your Personal Brand Matters | Athlete Anecdotes | Athlete episode 🔔 This week I chatted with Amobi Okugo, who was a former professional soccer player and now a co founder of Serve consulting, who helps athletes, influencers and brands through content, strategy and partnerships. We discuss: ⚽ Transitioning from soccer to business ⚽ Financial literacy and investment strategies ⚽ Lessons learned ⚽ Providing value ⚽ Content strategy ⚽ How to leverage technology ⚽ Measuring success ⚽ Engaging for collaboration ⚽ Common mistakes You can listen and/or share here: https://lnkd.in/gBbeWK_GDISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content. | — | ||||||
| 4/29/25 | HDYK you are ready to invest | Q&A Series | We dive deeper into the mind with Joe Moffett to learn more about how large an impact your mindset has on investment decisions. DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content. | — | ||||||
| 4/21/25 | HDYK you are ready to invest | DD Curriculum | In this week's episode, we tackle the mind! Joe Moffett started his career in the marines and then evolved into a professional coach. After his experience, and being in business with Tony Robbins’ son, Joe learned that he loves helping people break through limitations. He also is an investor and advocate for reaching financial freedom. We dive into: 🧠 Mindset and investing🧠Why people struggle the most🧠Developing a resilient mindset🧠Aligning investment goals with personal values🧠How successful people make decisions🧠Recognizing and changing limiting beliefs🧠How to use self-assessments🧠The value of community Link is below if you want to take a listen or share ⬇️DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content. | — | ||||||
| 4/15/25 | How to Set Yourself Up for Success | Athlete Anecdotes | Ashleigh is an ex professional soccer player who now is creating an online football training program to help beginners around the world learn how to play. She is aiming to pass her Series 6 & 7 exam this year while also creating a platform to challenge athletes to rise up and excel on the financial field through real estate investment. We talk about:Transitioning from sport to businessLearning about money and investingHow she landed help and big lessons learnedHer preferred investment strategies Understanding fundamentals What she looks for in an investment LinkedIn: https://www.linkedin.com/in/ashleighjshim/DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content. | — | ||||||
| 3/25/25 | HDYK what to look out for in the legal docs | DD Curriculum | How Do You Know what to look out for in the legal documents? 🖊️ Listen to my interview with Robert Cherry to find out! Robert Cherry is a business and IP attorney, handling founder issues, mergers, federal and state securities law matters, capital raising, copyright, and outside general counsel services 📖 We uncover: 💼What a PPM and Operating Agreement are💼Understanding the risks and red flags💼Investor Rights, Voting and Manager removal💼Fees and waterfall structures 💼Fund expenses and Legal Liability 💼Legal troubles for Fund Managers and Syndicators 💼Importance of reading the PPM💼Building Trust and Transparency💼Demystifying Different Legal Structures💼The Sponsor’s obligation DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content. | — | ||||||
| 1/28/25 | HDYK how to file your taxes? | DD Curriculum | This week's podcast episode is all things taxes and accounting! Greg O'Brien, CPA and John Malone are co-ceos of Anomaly CPA and are 2x 40 Under 40 winner and 2024 Forbes Top 200 CPA. Anomaly itself is a leading 100% virtual tax strategy and cloud accounting company specializing in digital business owners and real estate investors throughout the US.We discuss: ⚖️Common tax mistakes⚖️Tax strategies to take advantage of⚖️Do I need a tax strategist?⚖️Differences in your tax documents⚖️Deep Dive into K1’s⚖️Role of 1099’s⚖️Is it normal for my K1 to be late?⚖️Federal V State K1Contact them here: Website: Anomalycpa.comYoutube: https://www.youtube.com/@anomaly_cpa, LinkedIn: https://www.linkedin.com/company/anomalycpa/DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content. | — | ||||||
| 1/2/25 | HDYK your money is safe? | DD Curriculum | Matt Weigand discusses the importance of Fund accounting and why a third-party is the best way to keep up to date on your investments: Role of Fund AdministrationThe challenges and benefits of outsourcing fund admin ENsuring Data securityImpact of AI Regulatory landscapehttps://www.linkedin.com/in/weigandmatthew/DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content. | — | ||||||
| 12/3/24 | HDYK How to Create Passive Income & Financial Freedom | DD Curriculum | Whitney is the founder of Ash Wealth Consulting and Director of Investor Education at PassiveInvesting.com. She hosts the Passive Investing Made Simple podcast and is a partner in $800M+ of real estate assets—including 6,500+ residential units, 2,200+ self-storage units, and more than $5M in fix-and-flipped properties. She hit a home run on her first deal and then nearly lost it all on her second deal. Yet, she climbed her way back up and now helps others create passive income and financial freedom for multiple generations. We discuss: Understanding the capital stackNavigating investor fears Do market cycles matter? The importance of debt in investments Lessons learned from rock bottom and bad investmentsClass A versus B versus C investmentsTop investment advice for her clientsSelf-leadership and time management Wealth protection and transferInvesting concepts to masterInvestment trends for future generationsValue-based spending vs budgeting Reach her at passiveinvestingwithwhitney.comDISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content. | — | ||||||
| 11/19/24 | Business Tips | Athlete Anecdotes | Brooklyn Holton is a three-time Team USA bobsled medalist, a professional women's footballer, a "30 under 35" award recipient in 2020 and now has her own business helping entrepreneurs. She discusses how she went from professional athlete to business entrepreneur and tons of tips and tricks for wealth building. Topics discussed include: Transition out of athleticsThe importance of financial literacy and tax strategyWho should consider EntrepreneurshipThe value of a structured business planCommon challenges businesses faceThe importance of systemsYou can find her at: https://www.firmfoundationscc.com/DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content. | — | ||||||
| 9/24/24 | The Blueprint To Successful Investing | Athlete Anecdotes | On this episode Logan Freeman shares his winding journey from the NFL to franchises, sales and eventually real estate. He has earned a title as top voice on LinkedIn and now runs a commercial real estate company in Kansas City. We also dive into: Mental resilienceThe power of disciplineHow to narrow down your future plansWhere to start with financial literacy Avoiding costly mistakes Website: https://ftwinvestmentsllc.com/logan-freeman/DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content. | — | ||||||
| 8/13/24 | The Long Game with John Pugh | Athlete Anecdotes | John Pugh is an ex pro basketball player who now has his own company where he invests in businesses and real estate: Transitioning to your own businessWhat’s needed beyond mindsetDiscipline and Focus Finding High QualityFirst Exposure to FinanceFinding your passionLearning about MoneyCan your network replace a mentor? Allocating investmentsDeal Structuring Reach him at: LinkedIn: linkedin.com/in/johntpughWebsite: johntpugh.com (Personal)Website: pughmgmt.com (Company)Email: john@pughmgmt.comDISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content. | — | ||||||
| 8/13/24 | HDYK How to Underwrite an Investment (part 1) | DD Curriculum | Hans Box started his career at PWC in tax and strategy consulting for Fortune 500 companies. He transitioned to real estate investing and has been directly involved in the acquisition, investment, and management of over $350MM in multifamily and self-storage assets, asset managed ~3,700 multifamily units and has been the GP in ~4,300 multifamily units and ~2,700 units of self-storage. On top of that, he is an active LP investor, having invested in 60+ different LP opportunities, spanning all asset classes.In Part 1 of this 2 part series we discuss: Key definitions and termsEvaluating SponsorsEvaluating the proformaConsiderations for tax, insurance, rent and occupancy Reach him at: Email: hbox@boxwilson.comDISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content. | — | ||||||
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