Shows
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
Million Dollar RelationshipsTransforming Wealth Through Relationships with Scott FordHow do your early life experiences shape your approach to wealth and relationships today? In this episode, Kevin sits down with Scott Ford, a wealth management expert with over 30 years of experience. Scott shares his journey from growing up in a financially struggling household to becoming a successful entrepreneur dedicated to simplifying wealth for business owners. He delves into the importance of healing personal wounds to improve relationships, the impact of significant mentors in his life, and the profound changes he’s witnessed in his own family through spiritual experiences. Scott’s insights offer a holis...2024-06-1924 min
The Business Growth ShowS1Ep182 Strategies for Scaling Success in Franchising with Scott AbbottScaling success in franchising is a complex journey filled with its own set of challenges and opportunities. Entrepreneurs and franchise owners constantly seek effective strategies to expand their businesses while maintaining the essence of their brand. This week on Fordify LIVE!, we delve into the heart of franchising growth with Scott Abbott, whose expertise and experience in building Five Star Franchising into a thriving empire offers a wealth of knowledge for anyone looking to scale their franchise. Scott and Ford engage in a dynamic conversation that uncovers the pivotal aspects of franchising success. They explore the critical...2024-05-2330 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
The Way2Wealth®Ep 74: The Essence of Fulfillment: Dr. Keith Witt on Wealth, Happiness, and the Power of RelationshipsDiscover the transformative power of relationships and their essential role in achieving true happiness with renowned psychologist Dr. Keith Witt. In a riveting discussion, we share the wisdom Dr. Witt's "Loving Completely," unraveling how health, wealth, wisdom, and joy are inexorably linked to our capacity for gratitude, a well-defined purpose, and the cultivation of deep connections. Prepare to be enlightened by our exploration of the universe's interconnectivity, the complexity that has blossomed since the Big Bang, and the profound impact that coherent, nurturing relationships can have on our intimate bonds and overall fulfillment.Dr. Witt guides us...2024-03-0736 minThe Way2Wealth®Ep 73: Sowing Income and Sustainability: The Permaculture Approach with Michael JuddEmbark with us as my friend, permaculture savant Michael Judd, guides us through the enchanting transformation of a sprawling 145-acre property into a bastion of sustainability. Our discussion blossoms with insights on how nut trees are not merely an environmental boon but a conduit for financial prosperity. Michael, with his inexhaustible knowledge, illustrates how permaculture and edible landscaping intertwine to foster a living space that is as economically viable as it is green. His stories, steeped in the profound wisdom of indigenous communities, serve as a testament to the intimate relationship between our own vitality and the well-being of...2024-02-1540 min
The Way2Wealth®Ep 72: Optimizing Physical and Financial Well-being with John DoolittleWe uncover the intersection of financial freedom and physical wellness on our latest Way2Wealth episode, and it's nothing short of an enlightening adventure, featuring the inspiring story of John Doolittle, a tenacious former Navy SEAL. John's shift from an aspirational jet pilot to a formidable warrior epitomizes resilience, and his post-service life reveals the wonders of Katsu, a groundbreaking fitness technology that has reshaped his approach to rehabilitation and wellness.Topics we cover today are:We delve into the world of fitness and discover the remarkable benefits of incorporating Katsu into our daily lives. W...2024-02-0530 min
The Way2Wealth®Ep 71: Mastering the Art of Exit Planning with Certified Exit Planning Advisor, Bonnie BaileyGet ready to navigate the often-overlooked waters of exit planning with the expertise of Bonnie Bailey, a seasoned Certified Exit Planning Advisor who makes her return to The Way2Wealth podcast. She brings a treasure trove of wisdom to the table, emphasizing the significance of having an exit strategy that is as robust as your business plan. This episode promises to equip you with the perspective and tools needed to ensure that when you're ready to step away from your business, you do it on your own terms, with financial freedom and the ability to pursue personal and philanthropic...2024-01-2530 min
The Way2Wealth®Ep 70: Breathwork Meets Wealth: Capitalism with a Conscience and Societal TransformationThis week, we chat with Travis Steffens, a man whose life reads like an adventure novel. In our chat, we uncovered the fascinating synergy between breathwork and capitalism that's reshaping our understanding of wealth. From the rugged terrains of a Colorado ranch to the zenith of real estate success, Travis's journey through the creation of the Breath Source app illuminates the path to financial clarity and simplicity. In the conversation, we dive into three main subjects:The relationship between health and wealthRevolutionary ways we can approach societal challenges like homelessness, with a twist on how...2024-01-1830 min
The Way2Wealth®Ep 69: Achieving Entrepreneurial Freedom: Wealth, Wellness, and Data-Driven Growth with Jared YellinUnlock the secrets to a life that thrives in both wealth and wellness as we sit down with Jared Yellin, the visionary entrepreneur behind Project 10K, who shares his journey toward entrepreneurial freedom. When Jared was just 20, a defining moment catapulted him toward the creation of a life where business success, personal health, and strong relationships are not mutually exclusive but a unified goal. His story, woven throughout our conversation, offers an inspiring blueprint for those aiming to achieve success without sacrificing the non-negotiable values that make us who we are. Today, we discuss all this p...2024-01-0432 min
The Way2Wealth®Ep 68: Amplifying Cash Flow and Discovering Financial Independence with Tim YurekAre you looking for ways to increase your cash flow without making major lifestyle changes? You're in the right place! Joined by Tim Yurek, a financial specialist with a unique approach to money management, we uncover the secrets of amplifying cash flow. Tim shares his inspirational journey and offers invaluable advice on how you can control your finances to achieve financial independence.In today's show:We dismantle the widely held belief that paying off a mortgage early is the holy grail of financial planning; We stress the importance of acknowledging your needs and employing cash f...2024-01-0445 min
The Way2Wealth®Ep 67: Navigating Divorce Financial Planning with Certified Divorce Financial Analyst, Sam WilkersonMaster the art of navigating through the complex world of divorce financial planning in our exclusive conversation with Certified Divorce Financial Analyst (CDFA), Sam Wilkerson. Promising a wealth of knowledge, Sam shares his journey from an analyst to a relationship-focused advisor, shedding light on the value advisors bring to their clients. With a focus on the crucial role of financial planning, we explore the distinctions between fee-based fiduciary services and commission-based product sales, offering insights to help listeners make informed decisions about their financial future.In today's episode we discuss:The nuances of budget creation...2023-12-1935 min
The Way2Wealth®Ep 66: Achieving Wellness and Wealth with Steve MaxwellDo you yearn to know the secret of maintaining vitality and energy even at the age of 70? Well, we've got Steve Maxwell, a renowned mentor and coach in physical wellness, who spills the beans on how prioritizing health over business success can serve as a catalyst for wealth, wisdom, and happiness. Indeed, without health, all other ambitions become secondary. Get ready to uncover the importance of investing time and energy into your personal wellbeing and how it lays the foundation for all facets of life.In today's show:Steve shares his relationship with money, how...2023-12-0932 min