Shows
The Way2Wealth®Ep. 104: A Father, A Son, And A Path From Darkness To Hope with Jacob Ford and Gary HessA son on the brink calls his father from a riverbank and hears an answer he never expected: “I think I have some answers. Trust me.” That moment unlocks a story about real wealth—not assets, but well-being—and the hard, human path to get it back.We sit with Jacob Ford as he traces a line from a split home to two combat deployments, the loss of purpose after service, and a three-year fall into alcohol and opiates that led to five overdoses. The turning point is vulnerable and specific: a ten-day protocol blending NAD amino acid the...
2025-11-181h 00
The Way2Wealth®Ep. 98: Challenging Traditional Retirement Timelines and Living Your Best Life Today with Derek CoburnWhat if everything you've been told about retirement planning is fundamentally wrong? What if focusing on an arbitrary retirement age is actually preventing you from living your best life right now?In this eye-opening conversation, Scott Ford welcomes Derek Coburn, USA Today bestselling author of "Let's Retire Retirement," who shares a revolutionary financial perspective that could transform how you balance present enjoyment with future security. Through his "Tale of Two Tonys," Derek reveals a shocking mathematical reality: extending your working life by just 10 years could reduce your required monthly savings by up to 96%. This isn't about working...
2025-08-2652 min
The Way2Wealth®Ep 97: Working In vs. Working Out with Jim LairdLooking for the secrets to sustainable success? Strength coach Jim Laird reveals why the strategies that made you successful might be secretly undermining your health and long-term performance.In this eye-opening conversation, Scott Ford and Jim Laird explore the delicate balance between achievement and wellbeing that eludes so many high performers. Laird draws a powerful parallel between financial resources and physical energy—both have limits that must be respected. "A lot of times people just think that their body is just this unlimited credit card that they can keep charging, and it's not," Laird explains.Th...
2025-08-1235 min
The Way2Wealth®Ep. 96: Finding Your Path to Optimal Health with Dr Leland StillmanWhat if everything you've been told about healthcare is backward? Dr. Leland Stillman joins Scott Ford to reveal how modern medicine has become an ascension marketing model – starting with inexpensive prescriptions before gradually escalating to costly procedures, all while failing to address the foundations of true health.For busy professionals and entrepreneurs, this broken system presents unique challenges. When you're juggling responsibilities and operating on tight schedules, you need healthcare that respects your time while addressing root causes, not just symptoms. Dr. Stillman shares his revolutionary approach to simplifying complex health information while maintaining a comprehensive perspective – what...
2025-07-2941 min
The Way2Wealth®Ep. 95: Uncovering the Rembrandt in Your Business Attic: A Conversation with Rob FollowsRob Follows, founder and chairman of STS Capital, shares his expertise on helping business owners achieve maximum value when selling their companies by targeting strategic buyers rather than financial buyers. His passion stems from his own experience selling a business for 27 times EBITDA, only to later discover the buyer had valued it at 100 times EBITDA.• The concept of "Rembrandts in the attic" - identifying hidden value that strategic buyers can leverage more effectively than current owners• How STS Capital helps business owners sell directly to strategic buyers for 2-3 times what financial buyers typically offer• Strate...
2025-07-1533 min
The Way2Wealth®Ep. 94: Capital Preservation: Navigating Wealth in Uncertain Times with Ken GrewalWhat happens to your wealth when traditional investment models no longer work? Ken Grewal, Co-founder and CEO of Forthlane, joins Scott to reveal what institutional investors are secretly worried about—and how they're positioning their portfolios in response.The conversation takes a fascinating historical turn as Ken explains why we may be experiencing a modern version of 1970s economics, where bonds delivered negative real returns while real assets thrived. "If your equity is up 7% and you give half back to the government, you have 3.5%. If inflation is 5%, you actually lost purchasing power," Ken warns, highlighting why conventional in...
2025-07-0136 min
The Way2Wealth®Ep. 93: Income Roundtable with Carson Wealth, TN Wealth Advisors, Jake Stone & Jeremy DayHave you ever worried about where your paycheck will come from after retirement? That's the anxiety we tackle head-on in this illuminating discussion about creating reliable income streams for your post-working years.The income bucket represents the critical middle ground between emergency savings and growth investments in our three-bucket strategy. It's what transforms abstract financial plans (what we call "pie in the sky") into dependable monthly income you can count on ("pie on the table"). Our wealth advisors Jake Stone and Jeremy Day break down why having approximately 10 years of expenses set aside in properly structured income-generating...
2025-06-1737 min
The Way2Wealth®Ep. 92: Joey Klein, His Journey from Self-Destruction to Self-MasteryJoey Klein, transformation expert and founder of Inner Matrix Systems, takes us on a journey that redefines wealth as wellbeing—a state of inner peace regardless of external circumstances.After surviving a near-death experience at 19 that jolted him from a self-destructive lifestyle, Joey embarked on a quest for authentic fulfillment. This path led him through Eastern wisdom traditions, intensive meditation training, and deep study of the nervous system's role in our emotional experience. The insights gained along this journey formed the foundation of Inner Matrix Systems, which has now trained nearly 90,000 people worldwide.Joey reveals th...
2025-06-0353 min
The Way2Wealth®Ep. 91: Health as the Ultimate Wealth with Lisa Brooking, CEO of Healthcode MedicalWhat good is financial wealth if you don’t have the health to enjoy it? That’s the question at the center of my eye-opening conversation with Lisa Brooking, CEO of Healthcode Medical. With her background as a critical care nurse and elite marathon runner, Lisa is transforming how we think about health—from reactive “sick care” to proactive wellness optimization.Lisa shares how traditional medicine often waits for symptoms to appear before acting, missing the chance to prevent disease altogether. At Healthcode Medical, her team treats health as a vital asset class, applying strategies similar to wealth man...
2025-05-2025 min
The Way2Wealth®Ep. 90: Shattering Money Myths: How the Rich Build Wealth Differently with Stephanie WaltersStephanie Walters, CEO of Erbe Wealth, reveals how the affluent approach money differently and shares actionable wealth-building strategies that challenge conventional financial wisdom. We uncover the myths that keep most people from building true wealth and explore why cashflow and control are the ultimate financial goals.• The wealthy utilize money actively rather than just accumulating it• Most Americans don't realize they're paying 2-3% in hidden 401(k) fees that devastate returns• Tax diversification is critical with tax-free buckets ideally being your largest asset pool• Premium-financed life insurance offers tax-free growth with market upside protection• Wealthy in...
2025-05-0636 min
The Way2Wealth®Ep. 89: Dream Work as Therapy - How Your Subconscious Guides Healing with Len WorleyDreams are an evolutionary intelligent process that can offer the most incisive guidance in our lives, functioning like a trusted friend who will tell us truths no one else will, including our untapped potential. Dr. Lynn Worley shares how understanding and working with dreams transformed his life and can help others achieve true well-being—the root meaning of wealth.• Dreams occur for about two hours every night, though most people only remember seconds• Nightmares, particularly those related to trauma, are actually attempting to help heal us• Moral injury—trauma from violating one's conscience—often causes deeper suffe...
2025-04-2229 min
The Way2Wealth®Ep. 88: The Be-Do-Have Strategy - Unlocking Your True Financial Potential with David OlcottDavid Alcott of Samurai Success shares his transformative approach to wealth creation through authentic self-knowledge and intentional reprogramming of the subconscious mind.• The wealthy and successful know exactly who they are and refuse to be talked out of it• True wealth creation begins with a "be-do-have" strategy rather than the common "do-have-be" approach• Money is simply energy—focus on mastery and the money naturally follows• 95% of our actions come from subconscious programming that can be intentionally redesigned• Most successful investors focus on their unique abilities rather than chasing money directly• Saying "no" becomes essent...
2025-04-0837 min
The Way2Wealth®Ep. 87: Smart Selling Strategies with Coach Dan GordonUnlocking the path to personal and financial success often requires diving deep into our past. In this engaging episode of the Way to Wealth, we're joined by the dynamic Coach Dan Gordon, who shares his rollercoaster journey from the brink of bankruptcy to thriving as an entrepreneur. Through storytelling and insightful commentary, we uncover how childhood trauma shapes our experiences, sparking a lively discussion on the importance of self-reflection and emotional health in entrepreneurship.Dan opens up about the lessons learned from losing his marketing company, emphasizing the critical importance of being true to oneself and aligning...
2025-03-2539 min
The Way2Wealth®Ep 86: Health, Wealth, and Wisdom: The Journey to Fulfillment with Dr. Mikhail KoganUnlocking the secrets of health and well-being inspires our conversation around healthy aging. We discuss how health ties into financial wealth and personal fulfillment, emphasizing the importance of functional medicine. Dr. Kogan shares insight from his medical journey and how it shapes his current practice.• Importance of understanding the relationship between health and wealth • Functional medicine as a pathway to better living • Personal health journeys and their impact on professional choices • Exploring misconceptions surrounding biohacking and modern medicine • The mental and emotional factors that contribute to healthy aging • Why passion plays a key role in maint...
2025-03-111h 02
The Way2Wealth®Ep 85: Insurance Maximization with Eric Michalski and Darron MillerUnlock the secrets to smarter financial decisions as Darren Miller from Foundations Insurance and Eric Michalski from our Atlanta office join the Way to Wealth podcast to redefine the role of insurance in wealth management. Say goodbye to the outdated notion that lower premiums equate to better value. Discover how understanding your true insurable interest and exposure can lead to more comprehensive protection strategies that not only safeguard but also enhance your wealth.Explore the intricate relationship between wealth strategy and property and casualty insurance, where focusing solely on cost can lead to costly mistakes. We discuss...
2025-02-2526 min
The Way2Wealth®Ep 84: Unlocking Your Leadership Potential: Embracing Infinite Entrepreneurship with Brandon AllenOur latest podcast episode explores the transformative potential of leadership and the journey toward infinite entrepreneurship with Brandon Allen. We dive into themes of clarity in personal desires, the importance of empowering teams, navigating the complexities of accountability, and overcoming scarcity mindsets to foster an abundant life.• Importance of clarity in personal desires • The concept of infinite entrepreneurship and its four pillars • Navigating the tension between control and team empowerment • The cyclical nature of accountability in leadership • Transforming scarcity mindsets into an abundance mentality • The continuous journey of personal and professional growth • Resources fo...
2025-02-1131 minThe Way2Wealth®Ep 83: Growth Roundtable with Scott FordUnderstanding your investments is key to making confident financial decisions that align with your long-term goals.This week's episode explores the growth bucket strategy - a systematic approach to managing long-term investments designed to help combat inflation while maintaining focus on your values and objectives. Our team of wealth advisors shares insights on diversification strategies, tax efficiency considerations, and the importance of maintaining perspective during market volatility.We discuss how proper allocation across different investment vehicles - from traditional stocks and bonds to private equity opportunities - can help create a resilient portfolio aligned with...
2024-12-1042 minThe Way2Wealth®Ep 82: Tax Planning and ChallengesSmart tax planning starts with understanding your current position and identifying opportunities that match your situation.In this episode, Scott Ford and team members Jeff Socha - CEO & Founder, Socha Capital Wealth Strategies, Ashley Sowers - Partner, Wealth Advisor, Brian Staples - Wealth Advisor, and John Saunders - Partner, Wealth Advisor, break down tax planning approaches across three asset tiers: $500k-2M, $2M-10M, and $10M+. We explore foundational concepts like qualified plans and itemized deductions while highlighting business-owner-specific strategies.The discussion reveals how proactive planning early in the year opens up more options compared t...
2024-11-2637 minThe Way2Wealth®Ep 81: Turn the Tables with Kevin ThompsonToday I want to share a great conversation I had earlier this year with Kevin Thompson on his 'Million Dollar Relationships' podcast, sharing my thoughts on financial freedom and personal growth.It was a great opportunity to share my journey from witnessing my parents' bankruptcy to becoming a leading wealth advisor and founding the organization we have today.I'm passionate about helping people fully live their lives today, without waiting for a distant future, and the show dives into my philosophy of not only financial wisdom, but the incredible impact of connections.This...
2024-08-1424 minThe Way2Wealth®Ep 80: Building a Bulletproof Financial Foundation: Mastering the Three-Bucket Savings StrategyAre you ready to redefine your financial future and solidify your path to wealth? That's precisely the journey we embark on in our latest Way2Wealth podcast. With the experience of Andrew Stratton (Client Services Associate), Jeremy Day (Wealth Advisor), and Scott Toms (Partner, Wealth Advisor), we dissect the art of strategic savings and the underrated power of the war chest—your ultimate financial safeguard and opportunity reserve. We'll critique the common investment-centric mindset and champion a fortified financial base as your starting line in the race toward financial freedom.Key Takeaways:...
2024-07-1828 minThe Way2Wealth®Ep 79: Building an Impenetrable Financial Fortress: Mastering Asset Protection and Estate Planning StrategiesUnlock the secrets to securing your wealth and ensuring your financial future with our riveting discussion on asset protection and estate planning. Joined by the inimitable Jonathan 'Cub' Mullins (Wealth Advisor), the astute Alexis Bush (Wealth Advisor) from our Hagerstown, Maryland office, and the ever-insightful Bob Keebler (Partner, Keebler Associates), we dissect the critical strategies that go far beyond mere insurance. Uncover the pivotal importance of structuring your assets to ward off risks, learn about leveraging legal entities like LLCs, and delve into strategic debt usage - all to safeguard your hard-earned wealth from unforeseen threats.K...
2024-07-0439 minThe Way2Wealth®Ep 78: Assembling Your Dream Financial Team: A Masterclass in Collaborative Wealth ManagementUnlock the secret to a financial strategy that evolves with you, as we gather insights from a team of finance ninjas; Scott Toms (Partner, Wealth Advisor), Ashley Sowers (Partner, Wealth Advisor), Jake Stone (Partner, Wealth Advisor), and Sam Wilkerson (Partner, Wealth Advisor). Together, we debunk the myth of the lone financial advisor and showcase the unparalleled strength of a synergistic team. By tapping into the collective expertise of various professionals, we reveal how a robust dream team approach can lead to a more comprehensive understanding of your financial landscape. Just imagine the confidence you'll gain knowing that every angle...
2024-06-2830 min
The Way2Wealth®Ep 77: Fortifying Your Financial Future: Interest and Credit Secrets Round TableUncover the secrets to safeguarding your assets and steering through the world of interest rates and credit in a riveting discussion that promises to arm you with the knowledge to fortify your financial future. Joined by Garret Gunderson and key members of the team, Alexis, Shane and Ashley. Whether you're a retiree navigating the complexities of a fixed-income portfolio or an investor seeking stability amidst economic uncertainties, our deep-dive with wealth advisors Alexis and Ashley will equip you with the strategies for intelligent asset allocation and capital preservation.Expect to learn a ton from today's show, including:
2024-04-0449 min
The Way2Wealth®Ep 76: Crafting a Meaningful Legacy: Estate Planning Beyond the Documents RoundtableAre your assets destined for the right hands, and does your family understand the values guiding their inheritance? We’re here to make estate and legacy planning less daunting and more meaningful. With the help of Bonnie, Kristen, Cam and Rich, we navigate the intricacies of ensuring your legacy is preserved and cherished just as you envision. This episode is a heartfelt journey through the significance of passing down values and maintaining family unity.Expect to pick up some tips on the following:The ongoing conversation about aligning those estate documents with the he...
2024-03-2945 min
The Way2Wealth®Ep 75: Optimizing Your 2024 Financial Strategy: Smart Savings, Strategic Charitable Giving, and Retirement Planning Round TableEmbark on a journey through the financial landscape of 2024 with the team —Jake, Sam, Daron, and Eric—as we share a wealth of strategies to keep your cash flow robust and your fiscal control ironclad. From Shohei Otani's smart contract deferment to the savvy structuring of your assets for maximum long-term gain, we've got insider tips that will transform the way you handle your wealth. This episode is your road map to a more prosperous future, no matter where you stand today. In today's chat, we discuss:The psychological shifts that come with major financial trans...
2024-03-2133 min