Shows
Making Sense of Your Money Podcast#37: Cash Flow Blindness: The Hidden Risk That Sinks Growing CompaniesHigh growth doesn’t always mean financial health. Many companies double in revenue but collapse from within, all because their leaders don't understand cash flow. In this episode, Dan Pascone is joined by Michael Higgins, founder of Mindful Finance, to expose the hidden risk threatening fast-growing businesses: financial illiteracy among non-financial leaders.Discover:Why even profitable companies can suddenly run out of cashThe cost of “financial phobia” in mid-level and senior managementHow to train your team to think like owners — and make smarter decisionsThe ROI of financial training that shows up...
2026-02-0428 minMaking Sense of Your Money Podcast#42: The Truth About Sustainable Portfolios :ESG vs. Real ImpactThink your ESG fund is helping the planet? Think again. Most ESG portfolios aren't what they seem—and that misunderstanding could hurt your impact and your returns. In this episode, Dan Pascone is joined by Peter Krull, Partner & Director of Sustainable Investing at Earth Equity Advisors, to break down what ESG really measures and how to invest with purpose, performance, and precision.💡 What You’ll Learn:What ESG actually measures (and doesn’t)The truth about “greenwashing” in fundsWhy sustainable ≠ socially responsible ≠ resilientHow to spot true impact-driven portfoliosWhere biotech and infrastructure are creating grow...
2026-02-0333 minMaking Sense of Your Money Podcast#36: Why Clinical Trials Fail & What It Takes to WinYou know innovation costs billions, but did you know most clinical trials still fail? For executives watching capital markets, biotech investing, and long‑term innovation, understanding why drugs rarely make it from discovery to market is a competitive advantage. In this episode, Dan Pascone talks with Suzanne Vyvoda, founder of Concordia BioStrategies and seasoned biotech operator, to unpack the real economics and operational reality behind clinical trials, drug development, and what actually makes a program investable, even in a tight funding market.In this episode you’ll learn:Why clin...
2026-02-0230 min
Make Life Less Taxing PodcastDan Pascone | Episode #11What if the real path to a “rich life” has little to do with income, markets, or spreadsheets and everything to do with how clearly you define the life you actually want to live? In this episode of the Make Life Less Taxing Podcast, Daniel Hanzelka sits down with Dan Pascone, founder of Tailored Wealth, to explore a planning philosophy built not around products or predictions, but around purpose, intentionality, and a deeply personalized definition of success. Dan shares his journey from corporate executive to advisor and business owner, and how his own experiences shaped the un...
2025-12-1545 minMaking Sense of Your Money Podcast#35: QSBS & Trust Secrets: How Startup Founders Go Tax‑FreeIf you're a startup founder or early equity holder, this episode could save you millions in taxes. Alessandro Chesser, CEO of Dynasty, unpack Qualified Small Business Stock (QSBS) and how using the right trusts, like Nevada trusts, can protect your assets from lawsuits, creditors, and estate taxes.You’ll learn:What QSBS is and how much tax‑free gain it can offerWhy early planning is crucial before your shares gain valueHow Nevada & South Dakota trusts work to shield assets and reduce tax exposureWhat “qualified business stock space” means for founders, employees, and investorsReal examples & strategi...
2025-09-1825 minMaking Sense of Your Money Podcast#34: Tax Mistakes to Avoid with Equity Compensation featuring Karl Strube, CPAIf equity is part of your compensation, there’s a good chance you're missing opportunities or making costly mistakes.In this episode, Karl Strube, CPA, founder of Strube CPA, who specializes in helping high earners and tech professionals navigate the tax minefield of stock options, RSUs, ESPPs, and private equity comp.You’ll learn:What tax forms you must track (and where to find them)Why RSUs are often misunderstood and poorly managedStrategies to diversify stock holdings without triggering huge taxesHow to handle priv...
2025-09-1529 minMaking Sense of Your Money Podcast#33: Automate RSU Sales & Minimize Insider Risk with 10b5‑1 PlansWhat if your stock compensation could work for you automatically, compliantly, and with less tax drag?In this episode, Adam Crawford, Head of Revenue at Candor, to demystify 10b5‑1 trading plans, a powerful tool for executives and public-company employees looking to offload company stock without triggering insider trading violations.Learn how these pre-scheduled contracts:Enable automated RSU and ESPP salesAvoid common tax pitfalls via lot-level optimizationExtend 10b5‑1 access beyond the C-suiteGive executives freedom and flexibility across the full cale...
2025-09-1130 min
Making Sense of Your Money Podcast#32: Strategic Exit Planning with James GorzynskiPlanning your exit at retirement? That’s exactly how you lose big. In this episode, James Gorzynski, CEO of Certified Exit Planners, discuss how to exit on your terms by aligning your finances, business operations, and personal goals years in advance.Learn how to:1. Time your exit for maximum leverage2. Avoid owner-dependency pitfalls that kill valuations3. Structure for recurring revenue and stronger multiples4. Build a business that runs without youIf you’re a business owner eyeing an exit in the next 2–10 years, or simply want to increase business value, this episode is your roadmap.F...
2025-08-2832 min
Making Sense of Your Money Podcast#31: Culture Is the Profit Engine: Leadership Lessons with Jay DoranWhat if culture wasn’t just a feel‑good perk, but your company’s most powerful profit multiplier? Jay Doran, founder of Culture Matters, unveils how high-performing firms build clarity, values, and leadership alignment to transform culture into a competitive advantage and lasting financial success.Ideal for: Founders, CEOs transitioning to leadership, and high-achievers scaling their teams and organizations.Featuring: Dan Pascone & Jay Doran🧠 Rethink the power of your workplace culture, watch now.🔗 makingsenseofyourmoney.com#MakingSensePodcast #CultureMatters #Leadership #Bu...
2025-08-1937 min
Making Sense of Your Money Podcast#30: How the Ultra Wealthy Use Watches to Store Wealth with Erich WoltersWhat if a luxury watch could protect your wealth better than stocks or real estate? Erich Wolters, founder of Timely Soles, reveals how the ultra-wealthy are using high-end timepieces not just for style, but for tax efficiency, asset security, and even cross-border wealth transfers. From models that double in value overnight to watches that track the gold market, this episode breaks down how to turn your wrist into a financial powerhouse.Ideal for: High earners, collectors, crypto investors, and business owners looking to diversify with high-performing alternative assets.Featuring...
2025-08-1731 min
Making Sense of Your Money Podcast#29: Become Your Own Banker: The Infinite Banking Strategy with Hannah KeslerWhat if the best place to store your cash isn’t a bank, it’s a life insurance policy? Hannah Kesler, also known as The Single Millionaire Chick, breaks down how to take control of your finances with the Infinite Banking Concept a strategy used by the wealthy to grow tax-free wealth, fund investments, and never rely on traditional banks again. Whether you're earning six figures or starting small, Hannah shows you how to turn every dollar into your own private bank.Ideal for: Entrepreneurs, high-income professionals, and real estate investors looking to leverage liqu...
2025-08-1529 min
Making Sense of Your Money Podcast#28: Unlocking Cash Flow & Supply Chain Innovation with Andi PereiraWhat if your future revenue could pay your bills today without debt or delays? Andi Pereira, founder and CEO of fintech startup Capital, is reshaping the way small and midsize businesses manage cash flow. In this episode, he reveals how his platform unlocks trapped value by transforming receivables into instant payments, eliminating friction across entire supply chains. From replacing merchant cash advances to building smarter financial ecosystems with AI and blockchain, Andi shares how Brazil’s fintech wave is creating global solutions for SMBs.Ideal for: Business owners, fintech enthusiasts, CFOs, and anyone obsessed wi...
2025-08-1332 min
Making Sense of Your Money Podcast#27: Unlocking Hidden Wealth in Your Benefits Package with Kathy MychajlukYour salary isn’t the whole story, your real wealth might be hiding in your benefits. Kathy Mychajluk, a veteran benefits advisor with 25+ years across corporate and government sectors, pulls back the curtain on how most employees miss out on thousands in hidden compensation. From overlooked healthcare choices and FSA/HSA hacks to maximizing Roth 401(k) contributions, Kathy breaks down the small decisions that have massive long-term impact. Whether you're changing jobs, navigating open enrollment, or eyeing retirement, this episode gives you the playbook to stop leaving money on the table.Ideal for: Executives, pr...
2025-08-1128 min
Making Sense of Your Money Podcast#26: Purpose, Giving & the Power of a Second Chance with Melanie DavisWhat if the most valuable investment you make… isn’t in your portfolio, but in people?Melanie Davis, VP of Marketing & Development at City Team, shares a deeply personal and inspiring story of transformation—both her own and the lives of those served through City Team's mission. From supporting individuals overcoming addiction and homelessness to delivering programs in financial literacy and job readiness, City Team is creating real, generational change.Melanie’s journey from personal recovery to nonprofit leadership proves that generosity isn’t just charity—it’s strategy. When giving aligns with your values, it becomes a s...
2025-08-0924 min
Making Sense of Your Money Podcast#25: AI, Macro Investing & the Future of Wealth Strategy with Joseph GradanteWhat if AI could build a better portfolio than your advisor?In this episode, Joseph Gradante, CEO of Alio Capital, explores how artificial intelligence and macro investing are transforming the way savvy investors build wealth. From behavior-led UX to risk parity strategies and institutional-grade tools, Joseph breaks down how Alio is empowering retail investors with a model once reserved for billion-dollar funds. If you’re tired of outdated approaches, this is your window into the future of wealth strategy.Ideal for: Tech-savvy professionals, investors, and business leaders who want to break free from outdated mo...
2025-08-0718 min
Making Sense of Your Money Podcast#24: How a Marine Veteran Built Wealth, Legacy & Telehelping with Cody HallWhat if wealth wasn’t just what you make… but what you walk away with?Marine veteran and serial entrepreneur Cody Hall, founder of Tele-helping, joins the show to share how post-exit wealth strategy, intentional risk, and values-based decision-making shaped his financial life.Covered in this episode:Managing wealth post-exit: liquidity, trusts, and tax strategyDiversifying across real estate, equities, and strategic equity investmentsTransforming a virtual assistant staffing business into a consulting modelBalancing high income, personal values, and long-term financial controlWhy putting impact over...
2025-08-0531 min
Making Sense of Your Money Podcast#23: Risk, Wealth & Insurance Strategies with Dan WiceThink insurance is just about protection? Think again. Dan Wice, an independent insurance advisor with 30+ years of experience, reveals how insurance can power long-term wealth, protect your estate, and create tax-efficient legacies. From term basics to advanced planning for high-net-worth individuals, this episode is your ultimate risk management playbook.Ideal for: High-income professionals, estate planners, and anyone curious about making insurance work as part of a long-term financial strategy.Featuring: Dan Pascone & Dan Wice🧠 Demystify insurance. Build smarter wealth, listen now.🔗 makingsenseofyourmoney.com
2025-08-0329 min
Making Sense of Your Money Podcast#22: Unlocking Travel Rewards with Loyalty Tech with John GarnerYour points aren’t the problem. Your strategy is. John Taylor Garner, CEO of Odynn, joins the show to reveal how most people waste their travel rewards without even realizing it. Discover pro-level tactics for stretching Amex and Chase points, negotiating retention offers like a seasoned insider, and booking luxury experiences without spending a dime. It’s time to stop playing defense with your loyalty programs and start winning.Ideal for: Executives, entrepreneurs, and frequent travelers who want to take full control of their rewards before they expire or devalue.Fe...
2025-08-0128 min
Making Sense of Your Money Podcast#21: The Billion-Dollar Shift in Sustainable Investing with Helena WassermanWhat if your portfolio could fight climate change, without sacrificing returns?Is purpose the new alpha? Helena Wasserman, Co-Founder of Investors for Climate, shares how more than $1B is being funneled into climate-forward private investments that don’t sacrifice returns. From family offices rethinking ESG to emerging VC shifts, this episode reveals why sustainability is no longer a side play—it’s central to future-proof wealth building.Ideal for: Investors, founders, VCs, and mission-driven leaders looking to align wealth with impact, without compromising growth.Featuring: Dan Pascone & Helena Wasserman🧠 Invest wi...
2025-07-2822 min
Making Sense of Your Money Podcast#20: Your Sales Comp Plan Is Costing You Millions — with Kyle SmithScaling fast? You might be bleeding cash behind the scenes. Is your sales team quietly draining your bottom line? Kyle Smith, Managing Partner at The Bridge Group, unpacks the hidden inefficiencies killing growth like bloated team structures, broken comp plans, and equity packages that underdeliver. Whether you’re a Series A startup or scaling into late-stage, this episode is your playbook for building lean, high-performance revenue orgs that actually deliver.Ideal for: CROs, CEOs, and sales execs aiming to scale smarter, optimize comp plans, and drive long-term growth.Featuring: Dan Pascone & Ky...
2025-07-2623 min
The Culture Matters PodcastSeason 81, Episode 966: Guest: Dan Pascone: Don't be Afraid to Have the Conversations"No one can build you the bring on which you, and only you, must cross the river of life. There is one path in the world that none can walk but you. Where does it lead? Don't ask; walk." - Friedrich NietzscheFinancial advisor and the founder and CEO of Tailored Wealth Dan Pascone is our guest on the show today for the very first time and we are planning on squeezing every drop information we possibly can out of this discussion. Dan and Jay are digging i...
2025-07-2452 min
Making Sense of Your Money Podcast#19: The Rise of Collectibles as Alternative Investments with Rob PetrozzoWhat do a dinosaur fossil and a Ferrari have in common? They might beat your index fund.Fractional investing is opening the vault to iconic assets once reserved for the ultra-wealthy. Rob Petrozzo, Co-Founder & CPO of Rally, breaks down how everyday investors are now buying into rare collectibles—from classic cars and sneakers to fine art and sports memorabilia. Learn how emotional connection, cultural relevance, and smart diversification are converging in this emerging asset class.Ideal for: Investors, advisors, and executives rethinking traditional portfolios and seeking high-growth, alternative assets.Featuring: Da...
2025-07-2433 min
Making Sense of Your Money Podcast#18: From Vacation Homes to $30M — The Real Strategy Behind Short-Term Rentals with Shawn MooreYour vacation home could be your next wealth engine. Short-term rentals aren’t dead they’re evolving. In this episode, Shawn Moore, Founder of Vodyssey, unpacks how today’s investors are building scalable, cash-flowing STR portfolios without sacrificing their freedom. From debunking the “Airbnb bust” narrative to optimizing for passive income and long-term equity, this is your step-by-step blueprint for wealth through lifestyle real estate.Ideal for: High-income earners, real estate investors, and execs ready to scale smart, income-producing portfolios.Featuring: Dan Pascone & Shawn Moore🧠 Turn your vacation home into a financ...
2025-07-2226 min
Making Sense of Your Money Podcast#17: The Billion-Dollar Advantage of Cross-Border Capital with Aditya SahaiThink scaling means staying local? Think bigger. Cross-border capital is quietly powering billions in global deals and this episode unpacks exactly how. Aditya Sahai, Managing Partner at Silver Mile Capital, shares behind-the-scenes insight on navigating international regulations, executing complex M&A, and scaling beyond Silicon Valley. If you’re a tech founder or investor thinking globally, this is your roadmap to unlocking serious growth.Ideal for: Tech founders, CFOs, investors, and M&A pros ready to tap into global capital and scale with precision.Featuring: Dan Pascone & Aditya Sahai🧠 Go be...
2025-07-2015 min
Making Sense of Your Money Podcast#16: Forget 401Ks—How the Top 1% Builds Wealth Today with Joseph ArgiroThe wealthy aren’t chasing the stock market they’re building the next one. Discover how the next generation of wealth is being built beyond Wall Street with Joseph Argiro, Founder & CEO of Iron Key Capital. This episode explores the rise of private markets covering startup syndicates, venture clubs, and shifting dynamics in VC. Whether you're a founder or a forward-thinking professional, learn how early-stage investing is opening doors to outsized returns and reshaping the future of wealth creation.Ideal for: Professionals, executives, and founders looking to launch funds, back startups, or grow wealth outside the public mark...
2025-07-1821 min
Making Sense of Your Money Podcast#15: The Psychology of Financial Decisions with Nate AstleYour net worth might depend more on your mindset than your strategy. This eye-opening conversation with Nate Astle, founder of the Financial Therapy Clinical Institute, dives into the often-overlooked psychology behind money behavior. Discover how early experiences shape your financial beliefs, how emotions like guilt and anxiety drive spending, and what you can do to break harmful cycles. If you’ve ever wondered why you handle money the way you do, this episode brings the answers and the tools to change.Ideal for: Executives, entrepreneurs, and advisors looking to build emotional resilience and gain deeper clarity around fi...
2025-07-1619 min
Making Sense of Your Money Podcast#14: Inside the German CPA Mindset — Tax, Succession & AI with Patrick KempfWhat if your next breakthrough came from thinking like a European accountant? Explore what U.S. business leaders can gain from the German model of accounting, leadership, and innovation. Patrick Kempf, Managing Partner of Kempf Meierhöfer, shares lessons in succession planning, the evolving role of AI in advisory services, and the power of cross-border strategy. This episode offers a global perspective on building stronger, smarter financial systems.Ideal for: Business owners, CPAs, and financial leaders navigating succession, AI disruption, and international complexity.Featuring: Dan Pascone & Patrick Kempf🧠 Expand your...
2025-07-1418 min
Making Sense of Your Money Podcast#13: From Pakistan to a 7-Figure Insurance Empire with Saad JanjuaBuilt from rejection. Scaled with heart. From humble beginnings in Pakistan to leading a 7-figure insurance agency in the U.S., Saad Janjua shares his journey of grit, servant leadership, and building community over hype. This episode uncovers how he scaled with integrity—leveraging AI for operational efficiency, investing in real estate, and creating lasting impact without flashy marketing tactics.Ideal for: Immigrant entrepreneurs, agency owners, and business leaders scaling with grit, strategy, and purpose.Featuring: Dan Pascone & Saad Janjua🧠 Learn how to build wealth and impac...
2025-07-1222 min
Making Sense of Your Money Podcast#12: The Future of Accounting — Strategy, AI & Profit with Rachel PhillipsIf your accounting team only tracks the past, you're already behind. Rachel Phillips, CEO of Fully Accountable, reveals how outsourced accounting has evolved from a back-office necessity into a strategic driver of profitability. Discover how AI-driven insights, real-time reporting, and margin optimization are helping fast-growing companies turn financial operations into a powerful growth engine.Ideal for: Founders, operators, and finance leaders running $1M–$100M+ companies who want to scale with clarity, speed, and profit.Featuring: Dan Pascone & Rachel Phillips🧠 Upgrade your financial leadership, listen now.🔗 makingsenseofyourmoney.com
2025-07-1022 min
Making Sense of Your Money Podcast#11: How Top Businesses Unlock Cash Flow Secrets with Marko GlisicGrowth is great until cash flow kills it. Marko Glisic, Partner at GreenGrowth CPAs, shares how smart businesses scale with precision, leveraging strategic tax planning, outsourced CFO support, and real financial metrics that drive performance. Packed with practical insights, this episode is a must-listen for leaders ready to make their money work harder and grow with intention.Ideal for: Business owners, founders, and finance leaders managing $2M–$50M+ in revenue who want to optimize cash flow and scale smarter.Featuring: Dan Pascone & Marko Glisic🧠 Make your money work harder, liste...
2025-07-0824 min
Making Sense of Your Money Podcast#10: Transform Your Group Health Benefits Strategy with Mark KarlieHealth benefits are killing your margins, here’s how to take control. Mark Karlie, President & Partner at 28 Insurance, shares how mid-sized companies can overhaul group healthcare by embracing financial transparency and smarter plan design. Learn how to cut costs, improve employee satisfaction, and turn your benefits program into a strategic business edge.Ideal for: CEOs, CFOs, HR leaders, and finance professionals ready to modernize their healthcare approach and protect the bottom line.Featuring: Dan Pascone & Mark Karlie🧠 Make smarter healthcare decisions for your business, listen now....
2025-07-0612 min
Making Sense of Your Money Podcast#09: Transform Your Law Firm with Tech Automation with Dorna MoiniTech is disrupting law and the smartest firms are leaning in. Dorna Moini, Founder & CEO of Gavel, explores how legal automation is reshaping the modern law firm—from increasing billable efficiency and streamlining client intake to delivering scalable, high-quality service. This episode breaks down the tools and strategies helping attorneys stay competitive in an evolving legal landscape.Ideal for: Attorneys, law firm leaders, and professionals ready to embrace automation and scale smarter.Featuring: Dan Pascone & Dorna Moini🧠 Automate, elevate, and grow, listen now.🔗 makingse...
2025-07-0421 min
Making Sense of Your Money Podcast#08: Mastering Medicare for Long-Term Wealth with Rosie PaulsenWhat if your niche could fund your freedom? Rosie Paulsen, Founder of SNR Services, shares how building a Medicare-focused business can unlock passive income, long-term client relationships, and financial freedom. From her powerful journey as an immigrant entrepreneur to practical strategies for scaling with purpose, this episode shows how mission-driven work can become a powerful wealth-building engine.Ideal for: Insurance pros, financial advisors, and entrepreneurs seeking sustainable income and client-centric growth.Featuring: Dan Pascone & Rosie Paulsen🧠 Learn how to grow wealth through purpose-driven business, lis...
2025-07-0224 min
Making Sense of Your Money Podcast#07: How to Stand Out in a Crowded Market with Mark KiranIn a crowded market, bold wins. Mark Kiran, Founder of Broadway Law Firm, built a thriving personal injury practice straight out of law school by doubling down on trust, niche branding, and sharp digital execution. From elite hiring to intentional growth strategy, this episode offers a crash course in how to stand out and scale up in one of the most competitive industries out there.Ideal for: Entrepreneurs, lawyers, and business owners aiming to differentiate and scale with intention.Featuring: Dan Pascone & Mark Kiran🧠 Learn to stand out...
2025-06-3020 min
Making Sense of Your Money Podcast#06: Building Wealth & Selling Smart with Chris PoffYour exit won’t be successful if your business isn’t scalable. Chris Poff, Founder of Wizard Brain Trust, reveals what it really takes to grow and sell a business for maximum value. From strengthening financial fundamentals to harnessing tech and AI for scale, this episode is packed with insight for founders aiming to build, boost valuation, and exit on their own terms.Ideal for: Entrepreneurs, founders, and business owners planning for growth, funding, or an eventual sale.Featuring: Dan Pascone & Chris Poff🧠 Make sense o...
2025-06-2725 min
Vacation Rental Revolution PodcastEpisode 286 - "Making Sense Of Your Money" with Dan PasconeWant to learn more about Vodyssey or start your STR journey. Book a call here:https://meetings.hubspot.com/vodysseystrategysession/booknow?utm_source=vodysseycom&uuid=80fb7859-b8f4-40d1-a31d-15a5caa687b7CONNECT WITH DAN:https://yourtailoredwealth.com/https://www.youtube.com/@UC2T9AgxR9ztURt2k9sTECFg https://www.facebook.com/TailoredWealth1https://www.linkedin.com/in/danpascone/FOLLOW US:https://www.instagram.com/vodysseyshawnmoorehttps://www.facebook.com/vodysseyshawnmoore/https://www...
2025-06-2727 min
Making Sense of Your Money Podcast#05: Building Trust & a Personal Brand with Mark KiranIn business, trust isn’t a tactic it’s the strategy. Mark Kiran, President of Broadway Law Firm, shares how he launched a legal practice straight out of law school and built long-term success by leading with trust, community, and authenticity. Focused on serving Southern California’s Latino population, he reveals how niche marketing and personal branding helped him carve out a distinctive presence in a fiercely competitive legal market.Ideal for: Entrepreneurs, professionals, and anyone looking to elevate their brand and build authentic client relationships.Featuring: Dan Pascone & Mark Kiran
2025-06-2524 min
Making Sense of Your Money Podcast#04: Medicare Made Simple with Michele CampbellMedicare doesn’t have to be confusing, if you know where to look. Michele Campbell, Founder of MC Insurance Services, breaks down the complexities of Medicare for those nearing retirement. From navigating hidden costs to managing premiums and avoiding costly missteps, this episode delivers the clarity high earners and retirees need to make confident, informed healthcare decisions.Ideal for: Retirees, high earners, HR professionals, and anyone looking to master Medicare before enrollment.Featuring: Dan Pascone & Michele Campbell🧠 Make smarter healthcare decisions, listen now.🔗 makingse...
2025-06-2515 min
Making Sense of Your Money Podcast#03: Revolutionizing Employee Healthcare with Mark FoxRising healthcare costs aren’t inevitable, they’re optional. Mark Fox, President of CBG Health Plans, reveals how companies are taking back control of employee healthcare. From custom benefit designs to guaranteed savings, he explains how strategic plan structuring can cut costs, increase transparency, and create more sustainable health solutions for businesses.Ideal for: CEOs, CFOs, HR leaders, and business owners looking for smarter healthcare solutions.Featuring: Dan Pascone & Mark Fox🧠 Make sense of your healthcare strategy, listen now.🔗 makingsenseofyourmoney.com#Makin...
2025-06-2524 min
Making Sense of Your Money Podcast#02: Demystifying Medicare with Expert Tom CaressConfused by Medicare? You’re not alone and you don’t have to be. Tom Caress, CEO of Caress Insurance Agency, breaks down the Medicare landscape in simple, actionable terms. From choosing the right plan to avoiding costly pitfalls, this episode provides expert guidance to help you navigate retirement healthcare with clarity and confidence.Ideal for: Soon-to-be retirees, caregivers, and professionals wanting to make smarter Medicare choices.Featuring: Dan Pascone & Tom Caress🧠 Make sense of your money and healthcare, tune in now.🔗 makingsenseofyourmoney.com#MakingS...
2025-06-2527 min
Making Sense of Your Money Podcast#01: Smarter Tax & Wealth Strategies for High EarnersTaxes don’t have to be your biggest expense, if you plan right. In this kickoff episode, Dan Pascone talks with Ashleigh White, VP at Fortress Brokerage Solutions, to uncover how the wealthy reduce tax burdens, protect assets, and build long-term financial stability. From advanced insurance strategies to executive compensation planning and the rise of AI in finance, this conversation is packed with insight for those serious about preserving and growing wealth.Ideal for: Business owners, high-net-worth individuals, and professionals seeking financial clarity and long-term wealth preservation.Featuring: Dan Pa...
2025-06-2424 min
The Real Build235. Building Wealth With Purpose, Clarity, And The Truth About Financial Planning - With Dan Pascone Owner Tailored WealthIn this episode of The Real Build, I sat down with Dan Pascone, founder of Tailored Wealth, a wealth management firm that’s changing the game when it comes to client-focused financial planning.Dan’s approach is all about coaching over selling, helping people live better lives by aligning their money with their values and long-term goals. Tailored Wealth operates 100% virtually, giving clients personalized guidance with zero fluff and total transparency.We covered:Why the best financial advisors act like coaches, not salespeopleHow to tell...
2025-05-1552 min