Shows
Wealth Preservation PodcastThe Pour Choice: Innovating in a Saturated MarketJordan and Melinda Minyard sat down with the Wealth Preservation Podcast and discussed everything leading up to their decision to launch The Pour Choice. While being coffee shop entrepreneurs, with a beer and wine menu, may not seem groundbreaking or unique, what Jordan and Melinda created in Auburn, California quickly exploded with business! In this episode, we dive into the creative process of standing out in a saturated business. From marketing to branding, employee retention, customer care, and striving for quality. When starting a business in a market with many competitors, your options are to do it or do...
2022-12-041h 21Wealth Preservation PodcastThe Pour Choice: Brewing Coffee and Creating Community ImpactJordan and Melinda Minyard sat down with the Wealth Preservation Podcast and discussed everything leading up to their decision to launch The Pour Choice. While being coffee shop entrepreneurs, with a beer and wine menu, may not seem groundbreaking or unique, what Jordan and Melinda created in Auburn, California quickly exploded with business! The secret ingredient? Their philosophy that, “You can either do things, or do things well,” and always striving for the latter. In this episode we’ll hear about their childhoods, getting married three weeks out of high school, college life, initial careers, and so much more. We’ll...
2022-11-061h 01Wealth Preservation PodcastSmartRIA: Putting Over a Decade of Entrepreneurial Experience into a SaaS Company SmartRIA founder Mac Bartine joined the Wealth Preservation Podcast once more and shared his insight on building and scaling a SaaS company with a virtual workforce. Mac’s extensive experience in the startup world gives him keen insight on the common mistakes new companies make -- and bad company culture can derail a company’s progress. We discuss the work that went into starting the company, scaling to bigger clients, decentralizing the decision making, which roles were the first to be outsourced, and so much more. Mac also shares his views regarding mentorship and why it’s important to have ma...
2022-09-181h 01Wealth Preservation PodcastSmartRIA: Mac Bartine’s Serial Entrepreneurial JourneySmartRIA founder Mac Bartine joined the Wealth Preservation Podcast and shared his experience as a serial entrepreneur who tried to do way too much, on his own, for way too long. His drive to solve problems and think creatively made him highly motivated as an entrepreneur, but it took a decade of side hustles before all of his experience came together to create a strong, healthy, and rapidly growing business. In this episode, we explore Mac’s past: growing up with a nuclear physicist and professional musician as parents, his college experience, and his first few startups. Mac admits tha...
2022-09-0655 minWealth Preservation Podcast413 Media: NIL Marketing and the Keys to Successful BrandingSavion Nehemiah built his marketing and branding company, 413 Media, after his dad joked with him that he partied so much that he needed to get paid to party. That joke turned into a revelation, an idea, and eventually, a thriving business. In this episode, Sav dives into his process of building creative and impactful branding for companies and individuals. Sav has the unique hurdle of needing to systematize his process so that he can scale, but not so much that it restricts his creativity. We also explore the Name, Image, and Likeness industry, especially as it pertains to college...
2022-08-1552 minWealth Preservation Podcast413 Media: Getting Paid to PartySavion Nehemiah built his marketing and branding company, 413 Media, after his dad joked with him that he partied so much that he needed to get paid to party. That joke turned into a revelation, an idea, and eventually, a thriving business. In this episode, Sav gives us a glimpse of his childhood, early business exposure, his short stint in a touring rap group, and how he worked with his college to develop a degree specifically for his passion. All this plays a role in his eventual launching of 413 Media, which he admits was more out of necessity than desire...
2022-08-0150 minWealth Preservation PodcastFinoa: Finding Investors and Scaling in a Speculative IndustryFinoa’s co-founder, Henrik Gebbing, revisits the Wealth Preservation Podcast to discuss the specific niche in the crypto investing world they are servicing, the process of scaling a company, the mindset of a business owner using investors’ money, and how they’ve exploded in growth since their 2018 launch date. Henrik is very open about their struggle to get the attention of venture capital, the mental fatigue from consistent rejection, the self-doubt, and the responsibility to best serve clients, investors, and employees. Finoa has the benefit of shaping their company with the new regulations that develop, but that does require Henrik...
2022-06-271h 07Wealth Preservation PodcastFinoa: Building a Crypto Industry, not a Crypto BusinessFinoa’s co-founder, Henrik Gebbing, isn’t just innovating in any old space. He is innovating inside an already innovative arena. That is the equivalent to a caveman inventing the BIC lighter when fire was just being discovered! But in all seriousness, Henrik’s entrepreneurial journey, though it takes place in an industry many don’t understand, has many of the same elements of the usual start-up story. In this episode, we look into Henrik’s past and learn a little more about his early childhood entrepreneurial signs. He reminisces about finishing his master’s program in San Francisco...
2022-06-1345 minWealth Preservation PodcastXplicit Fitness: Kicking Ass and Making SaaSXplicit Fitness is a boutique boxing gym with a tech-based sister company, Kount-!t, which, when combining the two businesses into one vision, makes for an exciting breakthrough in the boxing industry. Golden Glove Champion, Chad Yarvitz, walked away from what most would consider success to pursue what most would consider crazy. In this episode, Chad goes into the rise and fall of his original concept of a sports and boxing complex and how COVID forced him to rethink his business into something better. Chad had his hand in many ventures and was stretching himself too thin. He also...
2022-05-2349 minWealth Preservation PodcastXplicit Fitness: Giving up 6 Figures for Getting Punched in the FaceXplicit Fitness is a boutique boxing gym with a tech-based sister company, Kount-!t, which, when combining the two businesses into one vision, makes for an exciting breakthrough in the boxing industry. Golden Glove Champion, Chad Yarvitz, walked away from what most would consider success to pursue what most would consider crazy. In this episode, Chad goes all the way back to his childhood, and we get to hear about his initial introduction to team sports, martial arts, and boxing. Through his athletic training and watching his dad always hustling, Chad developed a “never quit” attitude when it came to e...
2022-05-021h 06Wealth Preservation PodcastLabel LIVE: Bridging the Gap of Software to Hardware in a Niche MarketEntrepreneur success stories come in many different shapes and sizes. In this second installment with Caylan Larson, we go into how his side project of making a label printer with the best hardware and software combination went from a small hustle to eclipsing his successful consulting practice. Caylan had mentors and close friends advising he not quit his day job (which he didn’t) and he has now left them speechless in how his project has come together and disrupted the label printing market. But the story of how he has grown this project is something everyone can learn fr...
2022-04-181h 23Wealth Preservation PodcastLabel LIVE: Computer Hacking to Farming to Label Making InnovationEntrepreneur success stories come in many different shapes and sizes. Our part one episode with the computer coding, co-op farming, concession stand running, custom label making Caylan Larson, is no exception. In this episode, we go into detail about how Caylan’s love for problem solving and computers, as a kid, gave him direction and purpose as he navigated his troubled teen years, family tragedy, and finding his place in community. He admits that creating labels was not a lifelong passion and, as we discover, not his first invention. Caylan could have worked at his selection of tech firms, an...
2022-04-041h 16Wealth Preservation PodcastJID Investments: Making Real Estate Opportunities Easy for OthersJohn Rubino joins the Wealth Preservation Podcast to share the unconventional story of how his business was formed. Many entrepreneurs see a need in the market. John saw the success he was already having, using real estate investments for accredited investors, and figured starting a real estate investment business would open the door for others to join in the fun! It’s hard to not get amped up, as John repeatedly could not help himself from getting excitable. John walks through the process of how real estate opportunities are found, his unique niche in the market, the value it add...
2022-02-211h 04Wealth Preservation PodcastJID Investments: From Military Structure to the Wild World of Real Estate DevelopmentJohn Rubino joins the Wealth Preservation Podcast to share the unconventional story of how his business was formed. Many entrepreneurs see a need in the market. John saw the success he was already having, using real estate investments for accredited investors, and figured starting a real estate investment business would open the door for others to join in the fun! In this episode, we dive into John’s origin story: his big family, his entrepreneurial inspirations, the books he recommends, why he fell in love with big real estate developments, and how a night of giving up Nintendo to st...
2022-02-0753 minWealth Preservation PodcastOlde Virden’s: Getting an Idea on to Shelves and Across the CountryOlde Virden’s TN Pepper Co. has an incredibly tasty line up of farm fresh spices and boasts an inspiring story of how, husband and wife, Chris and Allyson Virden took a simple idea and revolutionized a product found nationwide. These Knoxville entrepreneurs share with us their story of bringing their product to market, getting into grocery stores, and the hilarious twists and turns their entrepreneurial journey has taken them on. In this follow up episode, we dive into the “how” of scaling a business in such a competitive industry. We also get into product development, creating a nati...
2022-01-171h 03Wealth Preservation PodcastOlde Virden’s: How a Pizza Topping Idea Became a BusinessOlde Virden’s TN Pepper Co. has an incredibly tasty line up of farm fresh spices and boasts an inspiring story of how, husband and wife, Chris and Allyson Virden took a simple idea and revolutionized a product found nationwide. These Knoxville entrepreneurs share with us their story of bringing their product to market, getting into grocery stores, and the hilarious twists and turns their entrepreneurial journey has taken them on. In our first episode with Chris and Allyson, we dive into how they met and became the entrepreneur duo that they are today. Their story is no...
2022-01-031h 06Wealth Preservation PodcastBrett Owens: Self-Funded Versus Getting InvestorsThe SaaS entrepreneur and self-proclaimed psycho, Brett Owens, joined us for a 2-part episode about his origins as an entrepreneur, the lessons learned in his numerous SaaS startups, and why he prefers self-funding over seeking out investors. This episode was all about Brett’s journey of self-funding each of his startups and why he prefers to not get outside investors, unless it’s needed. We get into the nitty gritty of what the first year is like, how much of a nest egg Brett thinks is adequate, how many startups waste time/resources, and the dangers of getting outside inve...
2021-11-151h 03Wealth Preservation PodcastBrett Owens: The Serial SaaS Psycho EntrepreneurThe SaaS entrepreneur and self-proclaimed psycho, Brett Owens, joined us for a 2-part episode about his origins as an entrepreneur, the lessons learned in his numerous SaaS startups, and why he prefers self-funding over seeking out investors. In our first episode, we lean more into his history and the rise and exit from his various companies. Brett was on the pathway to corporate success with an engineering degree from Cornell, a desirable job, and plenty of upward potential. Only one problem: HE HATED IT!Brett shares the awkwardness of telling his family about going into business for...
2021-11-0255 minWealth Preservation PodcastKris Putnam-Walkerly: Fix Your Philanthropy!Delusional Altruism author and philanthropy consultant, Kris Putnam-Walkerly, joins us again on the Wealth Preservation Podcast and dives deeper into the topics of her book and the errors and education she gives to other philanthropists. Whether it is a family foundation, charitable organization, or just a stand-alone philanthropist, Kris has amazing insight on how to make a bigger impact and minimize waste. But, there is a HUGE market that is likely unknowing of their need for someone like Kris: the estate, tax, and financial sectors! Kris shares that those, at the core of a client’s wealth and legal co...
2021-10-181h 07Wealth Preservation PodcastKris Putnam-Walkerly: Finding a Career in Giving Philanthropy AdviceHere on the Wealth Preservation Podcast, we LOVE when people share their stories about giving back to the community and having a heart for serving a need. So naturally, we were OVERJOYED to have a combination of two awesome topics: philanthropy and entrepreneurship. Our guest, Kris Putnam-Walkerly, is the combination of those 2 things in human form! She admits, early on, that the thought of being a charitable giving consultant scared the daylights out of her, but the more time she spent working with foundations and philanthropists, the more she realized she needed to step into her calling. Kris began...
2021-10-041h 06Wealth Preservation PodcastPolygon Market: The Professionals Process to Marvelous MarketingAllison Sugahara and Derek Thomas are a husband-and-wife entrepreneur couple with very different personalities but a rock-solid business. In our first episode, they shared all about their upbringings, how they got started, their clashing personalities, and so much more. In this follow-up episode, we dove into the actual process they go through when building out a marketing plan. We go over what needs to be done before hiring a marketing firm, what NOT to do when you do hire one, Polygon Market’s process of developing branding and marketing, and some tangible practices and tips you can implement today.
2021-08-3058 minWealth Preservation PodcastPolygon Market: Husband and Wife Entrepreneur Build No-Bullshit BrandingAllison Sugahara and Derek Thomas are a husband-and-wife entrepreneur couple with very different personalities but a rock-solid business. In this episode, we dive into background of both Allison and Derek to learn a little more about what motivated them to start Polygon Market. Interestingly enough, each had a very different outlook on work, career, money, and life in general, all the way up to their wedding day. That is when it all changed, and Derek ended up walking away from a career to join his wife who he described as much “happier in her work” than he was, despite his...
2021-08-091h 03Wealth Preservation PodcastRazor Sharp PR: An Entrepreneur’s Guide to Managing Their Own PRRay Young from Razor Sharp Public Relations, a boutique PR firm, joins us again on the Wealth Preservation Podcast and talks about how entrepreneurs can be managing their own public relations, up until the point where it makes sense to outsource. While it may seem like managing your PR would be time costly and overwhelming, Ray breaks it down into simple steps of what can be done to make it manageable and slowly scale up your overall strategy. We discuss the parameters of what is involved in public relations, the different target outcomes, and why you might not be...
2021-07-191h 07Wealth Preservation PodcastRazor Sharp PR: Building a Boutique Firm and Maintaining Family LifeRay Young is an entrepreneur and family man who launched his boutique public relations firm during a time of absolute uncertainty. Like many entrepreneurs, he saw a niche that he felt was underserved, ripe for an innovative breakthrough. In this episode we dive more into WHO Ray is rather than what he does. A business is only as strong as the character and integrity of the people operating it. Ray dives into his childhood, early aspirations, college experience (and opinions on how college has changed), and what it was like launching a business in the midst of the financial...
2021-07-0543 minWealth Preservation PodcastLaura Meier: Marketing Your Way into Bigger Opportunities!Laura Meier sat down with the Wealth Preservation Podcast and shared her story of becoming a published author, entrepreneur, powerhouse estate planning attorney, and marketing monster -- all while running the company with her supportive husband and their four kids. Among the many talents of Laura, marketing has got to be close to the top. Both her and her husband Josh do a phenomenal job as estate planners and attorneys, but Laura knows that it takes more then a good product or service to be successful. It takes about 7 to 12 touches before a prospect converts into a client!
2021-05-1754 minWealth Preservation PodcastLaura Meier: Balancing a Business, Estate Planning Practice, Authoring and 4 Kids!Laura Meier sat down with the Wealth Preservation Podcast and shared her story of becoming a published author, entrepreneur, powerhouse estate planning attorney, and marketing monster -- all while running the company with her supportive husband and their four kids. Laura has an incredible story spanning the early influence of seeing women leaders, to becoming a top attorney right out of law school, to ultimately building her own business with her husband from their kitchen table. This mompreneur author and estate planner was definitely not handed the keys to success. She has built an incredible team around her, heavily...
2021-05-0351 minWealth Preservation PodcastJoshua Rotbart: Demystifying the Process of Diversifying into Precious MetalsJoshua Rotbart, Founder of J.Rotbart & Company, sat back down with the Wealth Preservation Podcast and took us on a deeper dive of what it is like to diversify into precious metals. It is very common to hear about people “diversifying into gold,” but not really knowing exactly what that means. There are many reasons why someone would explore buying gold, silver, or other precious metals but, whatever the reason is, the HOW is critically important. Josh goes into the details of purchasing gold and silver, who they purchase it from, how the gold and silver transportation process works, and...
2021-04-1955 minWealth Preservation PodcastJoshua Rotbart: Going from Corporate Lawyer to Precious Metals Storage and ServicesJoshua Rotbart, Founder of J.Rotbart & Company, sat down with the Wealth Preservation Podcast to share his story of how he left his job as a corporate lawyer in Israel and moved to Hong Kong with NO job prospects. Having grown up with two hard working parents who instilled in him a strong work ethic, Joshua knew that opportunity would not find him -- he needed to get out of his 100 square foot apartment and network if he was going to make it in Hong Kong. His journey of eventually opening his own bullion storage, brokerage, and advisory service...
2021-04-051h 06Wealth Preservation PodcastHelios Quantitative: The Operations of a Quant-Analysis and Estate Planning CompanyChris Shuba, founder of Helios Quantitative and Helios Integrated Planning, rejoined the Wealth Preservation Podcast and walked us through HOW Helios works, their quantitative analysis offering, how they are impacting advisors and their clients, and his opinions on growing and running a business. Growing a business is never easy and Chris took Helios from a small quant-analysis start up to having a national presence AND expanded into the estate planning industry in a few short years. We cover topics like outsourcing, who to hire first, marketing, and much more. We even briefly cover the industry he is hoping to...
2021-03-2248 minWealth Preservation PodcastHelios Quantitative: How Chris Shuba Built a Business Around Quantitative AnalysisChris Shuba, founder of Helios Quantitative and Helios Integrated Planning, sat down with the Wealth Preservation Podcast and shared his entrepreneurial journey of bringing quantitative analysis and automation into the financial advising space. But like many (if not all) of the other guests on our show, Chris discovered that you don’t just “open your doors” and have a business. His skills in the quantitative space have been years in the making and he had quite a career before leaping out on his own. Chris takes us through honing his exact business plan, how he identified his ideal client, the st...
2021-03-0855 minWealth Preservation PodcastJames Onieal: Career Consulting Strategies and Identifying Ideal Job PositionsJames Onieal sat down with the Wealth Preservation Podcast, again, to discuss the ins and outs of what he does aside from his aviation job: career consulting. If you listened to our first episode with James, you’ll know why he decided to become a career consultant and help others advance their careers. In this episode, you’ll hear the strategy, tactics, and psychology behind James’ method. James brings together a data driven analysis of career decisions and utilizes emotionally driven strategies that can yield a leg up on the competition. We review things like disarming honesty, network...
2021-02-221h 35Wealth Preservation PodcastJames Onieal: Becoming a Pilot, Career Counselor, and Innovative EntrepreneurJames Onieal sat down with the Wealth Preservation Podcast and outlined his origin story of, despite having an initial fear of flying, becoming a pilot and then becoming a career counselor within the aviation industry. While his field may seem niche, James dealt with all the struggles that every other entrepreneur deals with when scaling up a small business. Not only does James share his relatable stories as a struggling business owner, but he also dives more into the adversity and incredibly simple beginnings of what would eventually become a major part of his career: Raven Career D...
2021-02-081h 04Wealth Preservation PodcastGabrielle Bosché: The Purpose Factor and Finding Your "WHO"Gabrielle Bosché joined the Wealth Preservation Podcast again to discuss her book, The Purpose Factor, and the company that she and her husband, Brian, have built around their extensive research. While so many people focus on their “why,” Gabrielle and Brian focus on finding your purpose through discovering your “who.” When you know exactly what you are meant to do and can focus on the exact type of person you want to help, that is where Gabrielle says you find fulfillment. With self-discovery, setting up systems, and taking control of your destiny, Gabrielle and Brian work with groups and individua...
2021-01-1859 minWealth Preservation PodcastGabrielle Bosché: From Chasing Stability to Becoming the “Millennial Expert” EntrepreneurGabrielle Bosché was an awesome, energetic, insightful, and hilarious guest with an incredible story about how she went from wanting a career, funded by either tax dollars or tithe money, to embracing her calling as an entrepreneur. At 23, Gabrielle quit her job to launch her first company, consulting major brands and the government on how to reach millennials. Her breakout moment came when, at a networking meeting, she introduced herself as a "millennial expert" to someone who would end up being her first client (the U.S. Navy). Gabrielle has written five books covering topics regarding millennial mo...
2021-01-0447 minWealth Preservation PodcastVenture Leather Company: Turning Profit into Prosperity in AfricaJames Crawford, founder of the Venture Leather Company, is producing high-quality leather products out of Uganda. In his first episode, we heard all about how this millennial entrepreneur dropped his steady job in San Diego to start a business in Africa. In this episode, James goes into what it is like running a company in a different country. He shares stories of working in a completely different culture and the hurdles of being an “outsider.” We also get more insight into the microloan program, reinvestment into other businesses, and even how James has helped introduce additional industries into...
2020-12-2159 minWealth Preservation PodcastVenture Leather Company: Bye-Bye San Diego, Hello Business in AfricaJames Crawford joins the Wealth Preservation Podcast and shares his truly unique story of inspiration and journey through entrepreneurship in Uganda. While he admits to not being a born entrepreneur, James’ interest in developing countries and the complexities of growing economies led him to not only start a Ugandan leather company, but to do it for-profit. This was during a time when nonprofits were incredibly popular, and James even had prior experience in the nonprofit arena. But while James has an incredible amount of respect for the work nonprofits do for their causes, he had a concept and conviction th...
2020-12-071h 10
Insider Secrets Podcast: The Home of Passive Real Estate Investors by Mike MorawskiMark Seither & Josh Saunders
2020-12-0144 minWealth Preservation PodcastMarques Ogden: Coaching Entrepreneurs Through Obstacles to Achieve GreatnessMarques Ogden returns to the Wealth Preservation Podcast and discusses his process in coaching other entrepreneurs and go-getters to achieve greatness. He dives into specific common struggles, the faulty mindset he helps others break out of, and some of the acronyms he uses in his book, The Success Cycle: 3 Keys for Achieving Your Goals in Business and Life. As with many of our guests, we also get to hear more of Marques’ story and why he thinks the way he does. His coaching style and perception of the world has been a product of his life’s journ...
2020-11-2345 minWealth Preservation PodcastMarques Ogden: My Origin Story and the Lessons Learned Through Entrepreneurship After the NFLMarques Ogden has the character and energy that instantly makes you think his NFL career immediately parleyed into the success he has today. That is NOT his story! Marques goes into detail about his struggles to be an effective leader and his eventual bankruptcy after the NFL. We cover his experience of getting drafted, starting a company, going bankrupt, having his “trash bag” moment, and eventually becoming the speaker, coach, and author he is today. We unpack his lessons learned in accountability, honesty, employee culture, and how sometimes the best thing you can do is fire yourself. This...
2020-11-0944 minWealth Preservation PodcastLane Kawaoka: Here is My Secret -- Copy Me and Prosper.Lane Kawaoka returns to the Wealth Preservation Podcast, but this time to go into the specifics of becoming a successful real estate entrepreneur. We cover things like the 1% rent to value ratio, the 70-20-10 rule, how Lane does his due diligence on deals, and even the story of him finally quitting his day job. Lane created a scalable real estate side business that he thinks is repeatable. He is so passionate about sharing that he created his own podcast and website to teach others how to replicate the process. If you...
2020-10-2657 minWealth Preservation PodcastLane Kawaoka: Ditching the Linear Career Path Using Real EstateReal estate investor and host of the Simple Passive Cashflow Podcast, Lane Kawaoka, joins us on the Wealth Preservation Podcast to share how he got off his “linear career” path. To Lane, the “linear career” consists of getting the education, the decent paying job, saving in company plans, advancing, and retiring with your retirement nest-egg. After getting a master’s degree and landing a solid job with plenty of upward potential, Lane realized he could probably do better. And, boy, was he right! Through his journey of becoming a real estate investor, he has accumulated a wealth of k...
2020-10-1243 minWealth Preservation PodcastNomad Capitalist: Second Citizenship and Becoming a Nomad CapitalistAndrew Henderson of the Nomad Capitalist joins us again and shares HOW he works with many high net worth individuals and entrepreneurs on discovering their best pathway towards second citizenship to another country. Establishing citizenship in other countries can be scary, complicated, and expensive. Nomad Capitalist knows full well that making the decision to go where you’re treated best is not just a logistical problem, it is an emotional rollercoaster as well. In this episode, Andrew goes into the logistics of establishing second citizenship, as well as how he helps people walk through the emotional side of...
2020-09-2157 min
Flipping AmericaWealth ManagementWe talk a lot on this show about how to make money in real estate. Today we are going to talk about how to keep it. Wealth Preservation is the topic and this is a multi-pronged approach. It’s not just tax planning, investment planning or just asset protection. It’s an overall strategy to keep more of what you make. Our guests, Mark Seither and Josh Saunders say It’s much harder to re-earn a dollar than to make one in the first place. There is plenty of tax code from the 80,000+ pages that people are not usi...
2020-09-081h 00Wealth Preservation PodcastNomad Capitalist: Go Where You’re Treated Best!Andrew Henderson is an exceptional entrepreneur and fascinating individual. In his first episode on the Wealth Preservation Podcast, we go into how he went from a Midwestern boy to a world traveler, citizen of multiple countries, and global entrepreneur. His success is attributed to some very simple advice he was given at a young age: go where you’re treated best. In this episode we will discuss his humble beginnings in Ohio, how his dad influenced his outlook on the world, his brief college experience, finding a career without college, and eventually exploring the opportunity of investing and...
2020-09-0849 minWealth Preservation PodcastBTB Legal: Protecting Assets and Taking Names!Brian Bradley of BTB Legal joins us on the Wealth Preservation Podcast as we explore the systems and procedures he puts in place to best set up his clients with the most cost efficient yet effective asset protection planning possible. No two people are alike and therefore plans MUST be flexible and designed around specific need and desires. We bust some of the asset protection myths and common mistakes, identify how you can absolutely OVERSPEND on your planning, walk through creating incentives to get attacking creditors to settle out of court, and even explore going offshore. ...
2020-08-1758 minWealth Preservation PodcastBTB Legal: Building a Successful Law Practice Using Systems and GritBrian Bradley of BTB Legal joins us on the Wealth Preservation Podcast and shares his journey of opting out of Navy Seal training to become an attorney entrepreneur. If you're thinking that building a successful law practice came easy, think again. His journey begins with getting out of law school right as a recession swept the nation and doors were closed to new hires in the legal world. His story continues to impress as he took unconventional tactics to build a name for himself, established his reputation, had to relearn money and marketing strategies, and put in p...
2020-08-0444 minWealth Preservation PodcastThomas Chiropractic: Stepping Up Your Social Networking Game We sat down with successful entrepreneur, Twitter savant, and affordable chiropractor businessman Jared Thomas and asked for his secrets in growing and maintaining a social media following WITHOUT sacrificing multiple hours of the work week. While many can get lost in the vortex that is the world wide web, this social media chiropractor spends minimal time on his platforms, has grown a large following, and actually has fun doing it! Listen and learn from Dr. Thomas as he goes into his approach on blogging, content creation, social media, and what it truly means to “network” in a digital...
2020-07-2045 minWealth Preservation PodcastThomas Chiropractic: Cracking Backs and Breaking Free from ScarcityWe sat down with successful entrepreneur, Twitter savant, and affordable chiropractor businessman Jared Thomas and captured his “how I started my chiropractic practice” story. Looking at his high-volume model, you might think he either inherited a successful practice or had deep pockets. WRONG!Dr. Thomas gave praise to someone you would NOT expect when it comes to running a popular chiropractor business: Henry Ford. So, how does the automobile revolution tie in with the chiropractic industry (and possibly your business as well?) We cover the topics of applying Henry Ford’s business model, becoming...
2020-07-0651 minWealth Preservation PodcastWhole Story Meals: Going from Idea to Production While Raising Five Kids!The Wealth Preservation Podcast didn't want to stop at just learning about the "WHY" behind Whole Story Meals’ approach to a nutritionally dense enteral formula. We wanted to know the HOW!? Seriously! How does a single mother entrepreneur take an ingenious idea and get it from her kitchen to production, ALL while maintaining her "raise ‘em wild" parenting style and staying active with a tubie? Life with a special needs child can make everyday tasks more cumbersome, but that didn't stop Autumn Cullen from taking on an entire industry. You may not be a mompreneur who is...
2020-06-191h 07Wealth Preservation PodcastWhole Story Meals: The Mompreneur Fighting for the Right to be Fed Well!Autumn Cullen came on the Wealth Preservation Podcast and laid down the hammer: nobody has excuses! That’s right! When the mother of 4 high energy boys found out she was having a special needs “tubie” baby (term used for community of tube fed individuals), she made it her mission to raise her daughter in the highest of standards without compromising the upbringing of her boys. That is were she ran into issues. Commercial formula did not provide her daughter with the dietary stability that her and her boys enjoyed. It also made it impossible to take the boys on...
2020-06-0554 minWealth Preservation PodcastEd Cotney Talks Roth Conversion, Estate Tax Strategies and MoreWhile so many focus on rate of return, tax strategist Ed Cotney sheds light on why tax diversification in retirement planning is critical for wealth preservation! He also outlines that proper planning and getting excellent council is important in deciding when to do a Roth conversion. We dive into various estate tax strategies, and Mr. Cotney gives alarming arguments as to why you should probably start developing a 401(k)-liquidation strategy now! While tax deferment is great, there are some "tax deferred killers" that nullify years of tax efficiency! For more tax strategies from Mr. Co...
2020-05-1848 minWealth Preservation PodcastRethinking Taxes, Donating Stock to Charity, and how the SECURE Act changed the RMDWow is this episode full!? Mr. Ed Cotney is a tax and business strategist with an impressive background. In his opinion, even those considered, by many, as tax savants are only truly using a fraction of the 80,000+ pages of the IRS tax code. He thinks we should look at some of those pages. Mr. Cotney walks us through the tax difference of donating stock to charity versus donating cash to charity -- this could make you rethink charitable planning all together! We also tap into how the SECURE Act changed the RMD requirements for retirees and replaced t...
2020-05-0552 minWealth Preservation PodcastCapital Gains and Accelerated Depreciation: A Tax Love StoryThey say two things are certain: death and taxes. Our guest had not much to say about minimizing the former, but a TON on handling the ladder! Eli Weiner sat down (again) with the Wealth Preservation Podcast and walked through examples of how the current tax code (specifically that of accelerated depreciation) has helped many of his co-investors with realized capital gains tax pain. One of the most bittersweet feelings in the world of wealth accumulation is realizing a large gain from a sale of a business, property, or other investment, but then getting the bill from th...
2020-03-2845 minWealth Preservation PodcastThree Ingredients in Making an Entrepreneur: Mambas, Mistletoe, and Moons Over My HammyYou’ve heard the success cases before: a driven individual, graduates at the top of their class, star athlete, scholarship to a great school, stellar job out of the gate…it almost seems too perfect. Well here is a story of the NON perfect road to success! Eli Weiner, president and “trailblazer” of The BoaVida Group admits that he is not the textbook case for business success. He even jokes that learning from a textbook is not his strong suit. But that is the beauty of the entrepreneurial way! Eli found success in leaning into his strengths, reading a...
2020-03-1548 minWealth Preservation PodcastAdvanced Estate Planning, Charitable Strategies, and a Whole Lot of Acronyms!IDGT, BDIT, GRAT, QPRT, CLAT, CRAT…. it’s all basic, right? NOPE! Jeff Stephens, attorney and partner at GVM Law, gives us stories and hypothetical examples of advanced estate planning and charitable planning. Fair warning: some of these tidbits are a little mind bending and complicated, BUT, that is kind of the point! Hearing stories of trusts in action can give some context as to when they are appropriate. It might also make you think, “Hey! That’s me!” If you need more information on these strategies…DON’T TURN TO US! Before our conversation with Jeff Stephens, we ha...
2020-02-2842 minWealth Preservation Podcast(Estate) Plan For The Worst and Hope For The Best!Description: Families fight. Even yours! Want to throw in more complication to your generational wealth and legacy transfer? How about complex estate taxes, property taxes, state jurisdiction, and trust litigation? These seem daunting for many, but the right boutique law firm COULD keep the stress levels to a minimum and taxes at least bearable.That’s why we sat down with attorney and partner Jeff Stephens at GVM Law, a boutique firm that focuses on high-end estate planning and wine law. Jeff walks us through some of the fears and complexities experienced when planning to transition a le...
2020-02-1031 minWealth Preservation PodcastLive From Inside a Belgian Style Pub! (Part 2)We're back at The Monk's Cellar and nobody is too mad about it! Owner and brewmaster Andy Klein goes into detail about the business side of chasing his passion. It's kind of like "adulting" for business owners. Part of said "adulting" was switching to a CPA that could help him break down and streamline his brewery/restaurant model and track certain indicators. To provide more clarity, we have Lou Catalano from MUN CPAs, and Andy's trusted professional. Lou provides Andy (and many other breweries) guidance on taxes, strategies, and profitability tracking. Listen to how these two work t...
2020-01-1742 min
Wealth Preservation PodcastLive From Inside a Belgian Style Pub! (Part 1)We are visited by Andy Klein, owner and brewmaster of Monk Cellar, located in old town Roseville, CA. Also on this episode is Lou Catalano, the CPA and beer enthusiast who has helped Andy succeed in today's competitive beer and restaurant scene. What makes Andy's relationship with Lou different? Lou is a strategist and consultant. He doesn’t simply assess Andy’s business profits/losses and advise him his taxes due, but he listens to Andy’s visions and helps guide him through the tax complexities that would drain his tank (not in a good way).
2019-12-3041 min