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All Episodes

Blueprint for Wealth — 69 episodes

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Title
1

Harnessing AI in Recruitment: Insights from People Science with Christine Nichlos

2

Entrepreneurial Insights: Team Building, Adaptability, and Strategic Exits with Mihir Desai

3

Building Success in MedSpa: Hormone Therapy, GLP1, Botox and Business Insights

4

Navigating Real Estate: Insights, AI's Role, and Advice for Aspiring Entrepreneurs

5

Mastering Outsourcing: Strategies to Scale, Boost Business Profit & Efficiency

6

Phil Risher's Insights: Digital Marketing Strategies and Growth for Home Service Businesses

7

Innovating for Tomorrow: Carlo Rivis on Technology, AI, and Entrepreneurial Strategies

8

USAID Contractor: Jacey Spratt: Resilient Leadership Adaptation and Growth in Professional Challenges

9

Mastering Exit Planning - Fletcher Brown on Strategies, Tools, and BEI's Vision with your host, Wayne Zell

10

AI vs. Voiceover? Author Aaron Ryan on the Future of Creative Careers

11

Jeremie Watson's Blueprint: Scaling to 7-Figures with Proven Marketing Strategies

12

Start, Scale, Exit & REPEAT: The Entrepreneur's Journey with Colin Campbell

13

From Class Clown to CEO: Scott Montgomery's Journey to Success

14

Buy Your Building and Fire Your Landlord: The Power of Commercial Real Estate Ownership

15

From Grit to Greatness: Chaz Wolfe's Journey Selling Multiple Seven-Figure Companies

16

The Revenue Transformer: Secrets from Holly Jean Jackson on Scaling Your Business

17

Blueprint for Wealth: Gary Heldt's Secrets to Business Growth and Financial Success

18

No Degree Required: From Ditch Digger to Million-Dollar Entrepreneur: Ken Rusk's Blue-Collar Success Story

19

From Corporate Leader to Entrepreneur: Tina Fox's Journey to Empowering Women in Business & Building the First Digital Mentorship Platform

20

Exit Planning Strategies: How to Build Transferable Value and Exit Without Exiting | Interview with The Real Jason Duncan

21

Discover A Revolutionary Tax Strategy - "The Charitable Pay Raise" when Wayne interviews Bill Lloyd

22

Doug Thorpe, Executive Coach & Business Advisor. Owner of HeadwayExec. Host of "Leadership Powered by Common Sense."

23

Lane Kawaoka: Author -The Wealth Elevator & Real Estate Maven 10,000+ Units & $250M Projects

24

Interview: Dr. Otis Fulton, VP for Psychological Strategy, Turnkey for Good + Selling your company to a Non-Grantor Trust

25

Board of Advisors + Interview with Katrina VanHuss, Founder at Turnkey for Good

26

Partnerships + Interview with Kavita Sahai, Founder at K Sahai

27

B Corporations + Interview with Kenneth Baden, President of Potomac Custom Remodeling Inc,

28

Sole Proprietorships + Jen Dalton, Founder & CEO of BrandMirror

29

When Should I Sell a Piece of My Company to a Non-Grantor Trust? + Matt Murray, The Blue Collar King; Business Owner, Entrepreneur, CEO, Coach, Consultant, & Author

30

Qualified Small Business Stock (QSBS) + Interview with Roger Martin, Co-Founder & CEO of RockBox Fitness & beem®️ Light Sauna, Host of the Thrive More podcast

31

Management Succession Plans (MSP) + Barry Labov, President & CEO of LABOV

32

IRA Beneficiaries + Interview w/ Neal Simon, 4x CEO, Author & '18 Candidate for US Senate

33

Partnerships + Interview with Chris Voss-- CEO of The Chris Voss Show Podcast

34

LOIs + Interview with Scott Miller-- Co-Founder & CEO of YESLY Water

35

Minor's Trusts + Interview with Brandon Avergon,

36

Family Holding Companies + Jacqui Arambula-- Co-Founder of Haulink

37

Stock Options + David Wexler - Principal, Chief Design Strategist at Greenberg Wexler & Eig LLC.

38

Author Hour Podcast

39

Management Succession Plans + Ryan Stewman-- Entrepreneur, Millionaire Mentor & Author

40

Board of Advisors + Jim Schleckser – CEO & Founder of The CEO Project

41

Alternative Investments + Mimi Duff – Managing Director, Senior Client Advisor at GenTrust

42

Alternative Investments + Interview with a Founding Principal of GenTrust, Eli Cohen

43

What You Need to Know About Selling Your Business + Interview with Serial Entrepreneur, Venture Capitalist, & Former CEO, John Burton

44

Low Income Housing Tax Credit + Interview with the CEO of TM Associates, Bob Margolis

45

Board of Advisors + Interview with Serial Entrepreneur & Turnaround Specialist, John Becker

46

2023 Proposed Federal Budget + Interview with CEO of the Punaro Group and retired USMC General Major Arnold Punaro

47

Alternative Investments + Interview with a Founding Principal of GenTrust, Eli Cohen

48

Low Income Housing Tax Credit + Interview with the CEO of TM Associates, Bob Margolis

49

Board of Advisors + Interview with Serial Entrepreneur & Turnaround Specialist, John Becker

50

2023 Proposed Federal Budget + Interview with CEO of the Punaro Group and retired USMC General Major Arnold Punaro

51

Assembling a Team to Sell Your Business + Interview with President & CEO of Blackhorse, Mike Kushin

52

Representation & Warranties Insurance + Interview with Founder & Managing Director of KippsDeSanto & Co., Bob Kipps

53

Like-Kind Exchanges + Interview with #1 Agent/McLean Long & Foster Office, Laurie Mensing

54

Executive Compensation Agreements + Interview with Serial Entrepreneur, CEO of Opus8 and Founder of CONNECTpreneur, S. Tien Wong

55

Board of Advisors + Interview with Managing Partner of TM Wealth Management, Thomas Seneca

56

Interview with Entrepreneur & Co-Founder of BHG Finance, Bobby Castro

57

Spousal Lifetime Access Trusts (SLAT) + Interview with CEO & Co-Founder of Embody, Inc., Jeff Conroy

58

Phantom Stock Plans + Kim Clark-Pakstys-- Managing Director, CFO Accounting & Advisory, CohnReznick

59

Qualified Small Business Stock (QSBS) + Interview with Founder of Dataprise, David Eisner

60

Stock Options + Interview with Co-Founder & CEO of VariQ, Ben Edson

61

FBAR Reporting + Interview with Managing Director & Founder of SC&H Capital, Christopher Helmrath

62

Ways & Means Tax Bill + Interview with 1st VP of RBC Wealth Management, Jennifer Wappaus & Senior VP of RBC Wealth Management, Kris Wappaus

63

Partnerships + Interview with Owner of Willowcroft Vineyards & Co-Founder of K2M, Lew Parker

64

LLC's + Interview with Co-Founder at Noni Educational Solutions, Kai-Lee Berke

65

Phantom Stock Plans + Interview with CEO of OODA, Inc., Matt Devost

66

2021 Tax Proposals + Interview with Founder & CEO of Veris Consulting, Larry Johnson

67

Sole Proprietorships + Interview with Former CFO of Telos Corporation, Michele Nakazawa

68

Post-Retirement Planning + Interview with Retired Partner at Ernst & Young, Jon Shames

69

Private Equity Buyers + Interview with Co-Founder & Managing Partner at PROOF, John Backus