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On the show
From 9 epsHosts
Recent guests
Recent episodes
A Smarter Borrowing Strategy for Entrepreneurs and High Earners with Joseph Wang (Ep. 10)
May 21, 2026
Unknown duration
Why Most Businesses Get Stuck, And How to Break Through with Dan Bubniak (Ep. 9)
May 7, 2026
Unknown duration
Why ‘Normal’ Health Is Holding You Back with Andrew Martin (Ep. 8)
Apr 23, 2026
35m 40s
The Three Dilemmas Every Successful Business Owner Faces with Ali Nasser (Ep. 7)
Feb 26, 2026
42m 21s
Risk Management and Insurance Solutions for Business Owners with Stefan Cherneski, CFP® (Ep. 6)
Feb 12, 2026
32m 19s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 5/21/26 | ![]() A Smarter Borrowing Strategy for Entrepreneurs and High Earners with Joseph Wang (Ep. 10) | What if you didn’t have to sell your investments every time you needed cash? There’s a different way to think about liquidity, and most people have never heard of it. In this episode of The Pleasant Street Pod, host Taylor Nissi, CFP®, CEPA, sits down with Joseph Wang, Co-Founder and Chief Revenue Officer of SyntheticFI. They get into a tool that’s been showing up more and more in real client conversations, especially for high earners and entrepreneurs who have built significant portfolios but still run into moments where they need access to capital. It’s a practical conversation: How do you handle a big tax bill? Buy a home or even a business? Help your kids? Without blowing up the plan you’ve already built? Taylor discusses: Why most financial advice focuses on growing assets, but ignores how to actually use them A simple way to think about box spreads and why the rates can be so different Real client scenarios where this strategy created flexibility, not stress How borrowing, when used intentionally, can support both lifestyle and long-term goals And more! Resources: Strategic Wealth Scorecard (2-minute assessment): Strategic Wealth Score Card Connect with Taylor Nissi: Pleasant Street Wealth Advisors LinkedIn: Taylor Nissi CFP®, CEPA Book some time with Taylor (Book 20 Minute Strategy Call) Connect with Joseph Wang: SyntheticFi LinkedIn: Joseph Wang LinkedIn: SyntheticFi About our Guest: Joseph Wang is the Co-Founder and Chief Revenue Officer of SyntheticFI, a fintech company focused on helping advisors and clients access more flexible borrowing strategies. His background includes working with family offices and RIAs, which led to building tools that were previously only available to larger institutions. | — | ||||||
| 5/7/26 | ![]() Why Most Businesses Get Stuck, And How to Break Through with Dan Bubniak (Ep. 9) | Growth sounds exciting, but most entrepreneurs hit a point where what used to work suddenly stops working. The challenge is not just growing the business; it’s changing how you lead it. In this episode of The Pleasant Street Pod, host Taylor Nissi, CFP®, CEPA, sits down with Dan Bubniak, certified EOS implementer and former COO/CFO, to unpack what it takes to scale a business with clarity, structure, and confidence. Dan shares lessons from helping grow a family business 20x, including why decision-making gets messy when roles are unclear and how the right structure can unlock faster growth. The conversation also explores why so many founders stay stuck at a plateau, and how better systems, stronger accountability, and the right hires can create momentum both in business and in life. Taylor discusses: Why most businesses plateau, and how to recognize when it is time to change The real risk in growth, and why not hiring may cost more than hiring How implementing systems like EOS can reduce friction and improve decision-making What it takes to move from being the operator to becoming the true leader of your business And more! Resources: Strategic Wealth Scorecard (2-minute assessment): Strategic Wealth Score Card Connect with Taylor Nissi: Pleasant Street Wealth Advisors LinkedIn: Taylor Nissi CFP®, CEPA Book some time with Taylor (Book 20 Minute Strategy Call) Connect with Dan Bubniak: Upper Echelon LinkedIn: Dan Bubniak About our Guest: Dan Bubniak is a certified EOS implementer based in Connecticut who helps entrepreneurs build better businesses and better lives through the Entrepreneurial Operating System. He began his entrepreneurial journey at 24, stepping into a family business as COO and CFO, where he helped scale the company to over 250 employees and achieve 20x growth. Today, Dan works with leadership teams to bring clarity, accountability, and structure to their organizations so they can break through plateaus and grow with intention. | — | ||||||
| 4/23/26 | ![]() Why ‘Normal’ Health Is Holding You Back with Andrew Martin (Ep. 8)✨ | healthperformance+3 | Andrew Martin | Second PrimePleasant Street Wealth Advisors+1 | — | normal healthhigh performers+4 | — | 35m 40s | |
| 2/26/26 | ![]() The Three Dilemmas Every Successful Business Owner Faces with Ali Nasser (Ep. 7)✨ | business dilemmasentrepreneurship+2 | Ali Nasser | The Business Owner’s DilemmaAmazon+4 | — | re-investmentlegacy+2 | — | 42m 21s | |
| 2/12/26 | ![]() Risk Management and Insurance Solutions for Business Owners with Stefan Cherneski, CFP® (Ep. 6)✨ | risk managementinsurance+2 | Stefan Cherneski | disability insuranceCFP+4 | — | buy-sell agreementswealth replacement trusts+2 | — | 32m 19s | |
| 1/29/26 | ![]() Leadership Through Authenticity: Todd Palmer on Transparency, Purpose, and Growth (Ep. 5)✨ | leadershipauthenticity+3 | Todd Palmer | From Suck to SuccessCEPA+3 | — | imposter syndromeopen-book management+2 | — | 53m 24s | |
| 1/15/26 | ![]() Reframing Stress and Building Mental Resilience with Jamey Maniscalco, PhD (Ep. 4)✨ | stress managementmental resilience+3 | Jamey Maniscalco Phd | Manifest WellnessPleasant Street Wealth Advisors+1 | — | brain scienceneuroplasticity+2 | — | 43m 23s | |
| 1/1/26 | ![]() Building, Selling, and Designing What Comes Next with Chris Cali (Ep. 3)✨ | entrepreneurshipbusiness exit+2 | Chris Cali | Pleasant Street Wealth AdvisorsLinkedIn+3 | U.S.Argentina | scalingcash flow+2 | — | 44m 50s | |
| 12/18/25 | ![]() How Sports, Strategy, and Values Shaped My Approach to Wealth (Ep. 1)✨ | wealth managementfinancial planning+3 | — | the Strategic Wealth Operating SystemStrategic Wealth Operating System+3 | — | financial advisorPleasant Street Wealth Advisors+1 | — | 26m 37s | |
| 12/18/25 | ![]() Why Entrepreneurs Outgrow One Size Fits All Financial Advice (Ep. 2)✨ | financial adviceentrepreneurship+4 | Bill Tucker | the Strategic Wealth Operating SystemStrategic Wealth Operating System+2 | — | Pleasant Street Wealth AdvisorsStrategic Wealth Operating System+2 | — | 27m 18s | |
| 11/3/25 | ![]() The Pleasant Street Pod Coming Soon✨ | entrepreneurshipwealth strategy+2 | — | Strategic Wealth Scorecard quizLinkedIn+2 | — | successclarity+3 | — | 0m 45s | |
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