Shows
Planet Wealth: Fortunes of the BraveE14: Jude Bernard: Building a Real Estate Empire From the Ground UpThis week, Mary welcomes Jude Bernard, Founder of The Brooklyn Bank (A Non-Profit Bank Alternative*), real estate broker, investor, and general contractor. Jude is a first-generation American of Haitian descent who turned an over-leveraged real estate venture into a portfolio worth tens of millions. In this conversation, he reflects on his early struggles during the 2008 financial crisis, his pivot to commercial real estate, and how he managed to salvage his portfolio without losing a single property. Jude emphasizes the importance of discipline, continuous learning, and maintaining a “never again” mentality. He and Mary also explore his strategies for...2025-06-1640 min
Planet Wealth: Fortunes of the BraveE13: Joel Louis: A New Blueprint for Empowering Entrepreneurship & Financial FreedomThis week, Mary Kathryn Johnson sits down with Joel Louis, CMO of Planet Wealth, as he shares his inspirational journey from an engineering career at Intel to becoming a successful entrepreneur. Joel reflects on the skills and lessons he's gained throughout his career, emphasizing the value of leveraging past experiences to fuel future success. He highlights the power of building and activating a community, harnessing data, and taking consistent, incremental steps toward long-term goals. Joel also discusses his transition from a stable corporate job to the uncertain path of entrepreneurship, revealing how discovering podcasting and digital marketing...2025-06-0937 min
Planet Wealth: Fortunes of the BraveE12: Emily Ward and Jess Hunichen: Turning Influence into Investable AssetsThis week, Planet Wealth’s Mary Kathryn Johnson sits down with Emily Ward and Jess Hunichen, co-founders of Shine Talent Group—a global talent management agency with offices in Los Angeles, Toronto, and London. Originally created to support brands and PR agencies with talent management and campaign strategy, Shine has grown into a multifaceted firm representing top social talent worldwide. Emily and Jess share their journey from PR professionals to leading a people-first business that now includes project management software, The Thread, and a venture fund, Love x Money Ventures. They discuss the challenges of scaling a relati...2025-06-0247 min
Planet Wealth: Fortunes of the BraveE11: Mary Kathryn Johnson — Planet Wealth’s CXO on Transforming Financial Dreams into RealityThis week, Lance is joined by Mary Kathryn Johnson, Chief Experience Officer at Planet Wealth (and soon-to-be podcast co-host), for a conversation about mindset and financial empowerment. Mary shares how Planet Wealth equips individuals with tools, support, and a structured system to help bridge the wealth gap and pursue their financial goals. She emphasizes the importance of real-time feedback, personalized guidance, and maintaining a human touch in client interactions. Together, they explore the diverse backgrounds of Planet Wealth’s customers, the mindset shifts required for success, and the personal stories that fuel the company’s mission. Lance and...2025-05-2632 min
Planet Wealth: Fortunes of the BraveE10: Rabbi Avrohom Jacks: Stress Less & Prosper More: Unlocking Peace & ProsperityThis week, financial wellness coach, motivational speaker, and bestselling author Rabbi Abraham Jacks joins us to explore how to overcome financial anxiety. After confronting $2 million in debt, Rabbi Jacks transformed his life by applying ancient wisdom and developing a five-step framework detailed in his book “Stress Less, Prosper More.” He shares practical strategies for achieving financial stability and underscores the importance of mindset, community, and empathy in building lasting success. Listeners will gain actionable insights into managing their inner world to make better business decisions and attract greater abundance. Rabbi Jacks also delves into the common roots of f...2025-05-0540 min
Planet Wealth: Fortunes of the BraveE9: Lloyd Ross: How to Stop Being Busy and Start Getting WealthyThis week, Lance sits down with Lloyd Ross to take listeners through his compelling journey from a traditional 9-to-5 job to financial freedom. Lloyd, a successful entrepreneur and investor, runs four businesses from home and manages an equities portfolio. He discusses the common misconception that busyness equals productivity, explaining that true wealth comes from being strategic and intentional with your time. Lloyd introduces listeners to the four laws from his upcoming book, “Become Time Rich: How to Stop Being Busy and Start Getting Wealthy,” which include the Law of Definite Purpose, Law of Elimination, Law of Leverage, and Law of P...2025-04-2843 min
Planet Wealth: Fortunes of the BraveE8: Kimberly Flynn: Inflation-Proof Alternatives in the Investment LandscapeThis week, Lance had the privilege of speaking with Kimberly Flynn, President of XA Investments. Kimberly discusses her expertise in various investment vehicles, including closed-end funds (CEFs), ETFs, and commodity pools. The conversation delves into democratizing alternative investments and making them more accessible for everyday investors. Kimberly shares insights on sustainable investing with a focus on farmland opportunities and how real assets provide built-in inflation protection. Lance and Kimberly also explore the future of private markets, interval funds, and how individual investors can navigate the growing divide in America's financial landscape. Financial advisors can gain valuable advice o...2025-04-0739 min
Planet Wealth: Fortunes of the BraveE7: Travis Jamison: CapitalPad's Approach to Sustainable AI-Proof Wealth-BuildingThis week, Lance sits down with Travis Jamison, founder of CapitalPad, to explore the transformative power of AI and its diverse impact across industries. Travis shares his journey as an entrepreneurial investor, offering practical strategies for wealth-building. He discusses the advantages and risks of investing in “boring” small businesses like HVAC and machining, highlighting their potential for high returns and long-term stability. He also explains his philosophy on smart investing through diversification and how CapitalPad helps connect investors with lucrative acquisition opportunities in often-overlooked industries. Travis provides valuable insights for both new investors and seasoned entrepreneurs, emphasizing the...2025-03-3129 min
Planet Wealth: Fortunes of the BraveE6: Rachel Darivoff: The Great Wealth Transfer: Empowering a New Generation of InvestorsIn this episode, Lance welcomes Rachel Darivoff, Brand Strategy Director at Design Bridge and Partners, to explore the Great Wealth Transfer—an $84 trillion shift from Baby Boomers to Gen Z and Millennials. She explains how this massive financial transition is driving younger generations away from traditional financial institutions toward digital-first experiences and personalized financial solutions. Rachel debunks common misconceptions about the Great Wealth Transfer and highlights how younger investors are building wealth through alternative investments and financial platforms like Robinhood and Coinbase. Rachel also examines the evolving financial priorities of younger consumers, emphasizing the rise of female fin...2025-03-2427 min
Planet Wealth: Fortunes of the BraveE5: Driss Benamour: How Decentralized Finance Can Be Your Path to Financial FreedomIn this episode, Lance welcomes Driss Benamour, co-founder of Exponential.fi, a pioneering fintech platform in the decentralized finance (DeFi) space. Driss shares his journey from serving as Uber’s global head of fintech products to co-founding Exponential.fi. The conversation explores key challenges in DeFi, such as complex user experiences, and how these obstacles led to the development of Exponential.fi. He underscores the value of relationships and mentorship throughout his career, particularly his time at Uber and in Silicon Valley. Driss also introduces Exponential.fi’s innovative tools, including the "Rate My Wallet" risk assessment framework, designed to h...2025-03-1718 min
Planet Wealth: Fortunes of the BraveE4: Dilshod Jumaniyazov: Understanding & Leveraging Data-Driven FinanceIn this episode, Lance sits down with Dilshod Jumaniyazov the Co-Founder and CEO of Musaffa. Dilshod shares his journey from a finance enthusiast to a tech-driven entrepreneur with deep insights into data science and ethical investing. He discusses the challenges and triumphs of launching Musaffa, a global fintech platform providing Sharia-compliant investment tools that is currently trusted by over 3,300 users with a total portfolio exceeding $87 million. The conversation touches on the importance of data science, the role of the CFA in shaping his vision, and the transformational impact of democratizing access to capital. Dilshod also emphasizes the...2025-03-1056 min
Planet Wealth: Fortunes of the BraveE3: Carl Buccellato: The Road to Financial FreedomIn this captivating episode, Lance sits down with Carl Buccellato. Carl recounts his extraordinary journey from humble beginnings in Brooklyn to becoming a successful entrepreneur and investor. He shares tales of his early ventures, including selling wigs as a teenager and co-founding a roller hockey rink. Carl emphasizes the importance of having a quality business plan, accessing capital, and the resilience required to overcome numerous challenges. His invaluable insights into raising venture capital and the critical role of community resources offer a compelling guide for aspiring entrepreneurs and business owners. Carl's diverse experiences underscore his belief that anyone can...2025-02-2431 min
Planet Wealth: Fortunes of the BraveE2: Roger Martin: Secrets From an Entrepreneur's PlaybookIn this episode, Lance welcomes Roger Martin, the CEO of Thrive More Brands, Co-Founder of Rockbox Fitness, CEO & Co-Founder of beem® Light Sauna, author, and the host of The ThriveMore Podcast. During the discussion, Roger shares powerful insights from his extensive journey in corporate America and entrepreneurship. Reflecting on his early days at a pizza shop, he recalls learning the critical lesson of taking responsibility for his income—a spark that ignited a successful corporate career and eventually led him to founding Rockbox Fitness. Roger discusses the challenges new entrepreneurs face, highlighting the importance of perseverance, financial discipline, and suf...2025-02-2432 min
Planet Wealth: Fortunes of the BraveE1: How Planet Wealth is Navigating the New Age of Wealth CreationIn this debut episode, host Lance Woodson sits down with podcast producer and Social Chameleon founder Mike DiCioccio to share the inspiring story behind Planet Wealth. This groundbreaking initiative aims to democratize access to capital for entrepreneurs often excluded from traditional financial systems. Lance discusses the mission of Planet Wealth, the challenges small business owners face, and how leveraging social media and a new era of wealth creation can transform entrepreneurial success. The conversation highlights the importance of storytelling, mindset, and building a strong team to overcome common obstacles. Lance also shares tangible examples of how Planet W...2025-02-2420 min
Planet Wealth: Fortunes of the BraveTrailerWelcome to Planet Wealth: Fortunes of the Brave, hosted by Lance Woodson, co-founder and CEO of Planet Wealth. Join us as we revolutionize America’s financial landscape and tackle the growing divide between the "haves" and "have-nots." Our mission is to democratize access to capital and investment opportunities, equipping you with the tools and knowledge needed to thrive, whether you're a seasoned investor or just starting out. Tune in for success stories, expert insights, and actionable strategies that inspire change and foster inclusivity. Are you ready to transform your financial destiny? Learn more at Planet Wealth2024-12-1501 min