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All Episodes

The Weekly Wealth Podcast — 269 episodes

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1

Ep 266: Paying Homage to Small Business owners during National Small Business Week

2

Ep 265: Get to know David.

3

Ep 264: Is your CPA only looking in the rear-view mirror?

4

Ep 263: Boomers, Heavy Metal, Avocado Toast, and the Algorithm… Which Generation Was Dealt the Easiest Financial Hand?

5

Ep 262: The Yes Problem: Raising Grateful, Grounded Kids When You Can Afford Almost Anything

6

Ep 261: Six Retirement Philosophies

7

Ep 260: A CFP(r)'s Honest Take on the Iran Conflict and Your Money

8

Ep 259: How Delegation Builds Business Value (And Your Net Worth)

9

Ep 258: Long Term Care 101: A Mini Masterclass

10

The Badge of Honor That's Killing Your Business with Deric Keller

11

Ep 256: Boring Habits of Wealthy People

12

Ep 255: Identify Over Resolutions: Your Money Mindset

13

Ep 254: Buying & Selling a Business: The Legal Playbook Every Owner Needs

14

Ep 253: State Government 101: Business Growth, Budgeting & Real Issues in your state.

15

Ep 252: The Owner’s Blind Spot: How a Fractional CFO Can Strengthen and Scale Your Business

16

Ep 251: BONUS Episode with Special Guest, Jessica Pierce

17

Ep 250: New Year, New Revenue: Marketing & Branding Strategies Every Business Owner Needs in 2026

18

Ep 249: 25 reflections on 2025

19

Ep 248: Wealth Beyond the Balance Sheet: Rest, Thankfulness & Time

20

Ep 247: Portfolio Construction 101

21

Ep 246: Financial Christmas Gifts for Your Future Self

22

Ep 245: 26 Big Decisions for Wealth Growth

23

Ep 244: Thankfullness

24

Ep 243: 7 Silent Money Leaks Draining High-Earning Entrepreneurs

25

Ep 242: Boosting Business Valuation for Sale

26

Ep 241: The Biggest Wealth Tool: You?

27

Ep 240: This Halloween Episode Will Scare the $^#% Out of You!

28

EP 239: How to Create a Referable Client Experience with Stacey Brown Randall

29

Ep 238: Turning Taxes Into Real Estate: How to Invest in Historic Properties Using Your Federal Tax Liability

30

Ep 237: Ask the Professor: Legal Tax Hacks Your CPA Isn’t Talking About

31

Ep 236: AI and Your Business: What You Should Know

32

Ep 235: Is Your Business Ready for Sale? Find Out Now!

33

Ep 234. Maxed Out, Cashed Out, Burned Out: The Wealth Mistakes I Keep Seeing

34

Ep 233: Turning Bricks into Cash with Archie Johnson

35

Ep 232: What Football Wins Can Teach Us About Money Wins

36

Ep 231: QRLT

37

Ep 230: Your kids will be poor if you don't listen to this episode

38

Ep 229: FREE STUFF FOR YOU!

39

Ep 228: Rewiring Your Mindset for Wealth and Worthiness – with Kam Knight

40

Ep 227: Lessons from Hulk Hogan, Theo Huxtable, Ozzy, and Ryne Sandburg

41

Ep 226: Budgetting is a bad word, money psychology, and the worst kinds of financial advice

42

Ep 225: RICH

43

Episode 224: Breaking Down the Big Beautiful Bill: What You Need to Know

44

EP 223: Freedom Isn't Free: Smart Strategies for Financial Independence

45

Ep 222: Aleatory, Umbrellas & Other Weird Insurance Terms That Actually Matter

46

Ep 221: Finding Your Voice in a Crowded Market with Munira Zahabi, The Niche Navigator

47

Ep 220: Business Ownership: Hard Yes. Worth It? Also Yes.

48

Ep 219: Owning a business is hard

49

Episode 218: Financial Reality Check: Learning from Tommy Paul

50

Episode 217: The End of Two Eras

51

Ep 216: From Job to Asset: Transform Your Business Mindset

52

Ep 215: Who is David Chudyk and what does he do?

53

Episode 214: From Employee to Entrepreneur: Key Considerations

54

Episode 213 - Diving into Asset Classes: What You Need to Know

55

EP 212: Space Whiskey and Business Wisdom: A Chat with Adam Anderson

56

Episode 211: Trump's Tariffs: Who's Paying the Price (and Who's Going Broke?)

57

Episode 210: Understanding the Market: Your Guide to Smart Investing

58

Ep 209: Copywriting and Comedy: The Perfect Duo for Your Business

59

Ep 208: Market Volatility 101: Essential Questions for Smart Investors

60

Episode 207: Trump's Tariffs and Stock Market Woes: What You Need to Know

61

Ep: 206 Trina's Journey: From Barista to Business Boss

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Ep. 205: Leadership Skills that Can Boost Your Business

63

Ep 204: Dive into Wealth Strategies with David Steele

64

Think Before You Click: Navigating Financial Advice on Social Media

65

Ep 202...The Wealth Blueprint: Advanced Techniques for Financial Success

66

Ep 201: High Net Worth Financial Fundamentals

67

Ep 200: Behind the Microphone: My Story and the Future of the Weekly Wealth Podcast

68

Unlocking Success in 2025: Ditch Resolutions for Real Change

69

24 Lessons Learned in 2024: A Year-End Reflection

70

Ep 197: Maximize Your Wealth: Year-End Financial Planning

71

Thanksgiving Reflections: What We're Grateful For in 2024

72

Episode 195 - Financial Faux Pas: 7 Steps to Ensure You Stay Broke

73

Episode 194: Bankruptcy Unveiled: Debunking Myths with Adrienne Hines

74

Episode 193: Unlocking Financial Success: 3 Game-Changing Words You Need to Know

75

Ep: 192 Unlocking the Secrets of Net Unrealized Appreciation: A Deep Dive with the Professor

76

Episode 191: Money Matters: Building Trust and Teamwork in Relationships

77

Episode #190: The Truth About Tax Credits: Are They Too Good to Be True?

78

Are You Stuck in a Dead-End Job? Tips for Making the Leap to Freedom

79

Disaster-Proof Your Finances: Lessons from Hurricane Helene

80

Ep 187: The Safety net that you need, but probably don't have

81

Ep 186: The insurance industry is a dumpster fire right now.

82

Ep 185: You MUST know these answers

83

Ep 184: Ask the Professor...

84

Ep 183: Financial goals and the HACKS that can help you to achieve them.

85

Ep 182: Do you love winning or hate losing (your money)?

86

EP 181: Emergency Stock Market Volatility Episode

87

EP 180: Money 101: Lessons Schools Shouldn't Skip

88

Ep 179: Decoding the Language of Money

89

Ep 178: Justin Chastain... The Financial Planning Professor.

90

Ep 177: You might be the problem with your biggest asset.

91

Ep 176: Financial independence - What it means and how to achieve it.

92

Ep 175: What you should do about nvidia (nvda) and two other quotes

93

Ep 174: Care Continuum: Understanding Long-Term Care Levels

94

Ep 173: Strategies for reducing portfolio risk

95

Ep 172: Ralph Estep of the ASK RALPH PODCAST

96

Ep 171: Eight Strongly Held Financial Opinions

97

Ep 170: Do LESS but BETTER to build your business.

98

Ep 169: Money CAN buy happiness ?

99

Ep 168: The SECRET roles of your financial advisor

100

Ep 167: Financial Check-Up: Planning Tips for Medical Practitioners

101

Ep 167: EASY ways to go BANKRUPT

102

Ep 165: Second Chance, Shared Wealth: Financial Tips for Remarried Couples

103

Ep 164: The ONE financial question that you should be asking yourself.

104

EP 163: The Art of Financial Harmony: Balancing Luxuries, Investments, and Philanthropy.

105

Ep 162: Life insurance HACKS that you NEED to know.

106

Ep 161: Rise above the Money Fog.

107

Ep. 160: Mastering Your Money: Strategies for Credit Score and Debt Success

108

Ep 159: What is The Weekly Wealth Podcast?

109

Ep 158: Making your company legally invisible.

110

Ep 157: Why is a financial podcast interviewing a Licensed Family Therapist?

111

Ep 156: An EXCITING new feature AND your business sale checklist.

112

Ep 155: Finance Through the Ages: Understanding Each Generation's Money Matters

113

Ep 154: A former financial advisor talks about mindset and success.

114

Ep 153 Don't let the Tax Tail Wag the giving Dog, with John Cullum

115

The Balanced Approach: Fitness, Finance, and Nutrition Wisdom with Steve Pumphrey

116

Ep: 151 You are not alone. Everyone has MONEY CONCERNS.

117

Ep 150: The top 23 lessons of 2023

118

Ep. 149: Last minute tax planning for 2023 and TAX NEWS for 2024

119

Ep 148: Putting Warren Buffet's rules of investing to use in your planning AND WWW preview.

120

Year end financial tips, your personal development budget and Wednesday Wellness Webinars

121

Ep: 145: Gratitude can save your life and improve your health

122

A Deep Dive Into the Secure Act 2.0 with Austin Erickson

123

From Overwhelm to Freedom: How Outsourcing Can Liberate Your Mind, Time, and Sanity

124

Even Rich People Make These Financial Mistakes

125

Ep 142: How to save an average of $19077 per year in college tuition

126

Ep: 141: Victim Mentality Sucks and Maria Kellis explains why.

127

Ep # 140: Are you afraid of inflation?

128

Ep 139: How to Boost Your Business with Podcasting: An Interview with Dave Jackson

129

Ep # 138: Your financial homework.... the last one is FUN!

130

Ep 138: FIRE your financial advisor if they don't.......

131

BONUS REPLAY: Johnny Depp V Amber Heard and how it applies to YOUR business.

132

Ep 136: Why you should use a COMPETENT Financial Advisor.

133

Ep 135: BACK TO SCHOOL: Why your kids might end up being poor.

134

Ep 134: Relationship mindsets of SCARCITY AND the THRIVE COUPLES SUMMIT

135

Ep 133: DE-RISKING your retirement portfolio, Charitable Giving Strategies, and TRANSFER methods for your business

136

Episode 132: The insurance industry... your 401k... your business... Finacial Basics

137

Ep. 131: Divorce and Money

138

Episode 130: Random thoughts about ......

139

Episode 129: Why your business is NOT building generational wealth (and ... what to do about that awful problem) with Carla Titus

140

Episode 128: Do I need a will, trust, power of attorney, or other legal documents?

141

Episode 127: Real Estate

142

# 126: Your Business's ENDGAME

143

Ep. 125 Why Parallel?

144

Episode 124: Don't be BUSY.... with Valari Jackson

145

Episode 123: Don't let your new business CRASH AND BURN

146

Episode 122: Business Insurance Basics

147

Episode 121: FUNDING your new business

148

Episode 120:Fraud: Why they do it, how they do it, and what can you do about it?

149

Episode 119: An Employee Benefit program that can increase your teams' paychecks and save payroll on taxes for YOUR business

150

Episode 118: Decoding the SECURE ACT 2.0 with Jordan Roberts

151

Episode 117: 99% of Financial advisors are NOT helping their business owner clients with this.

152

Episode 116: How much WORKING CAPITAL should your business have?

153

Episode 115: How Naadir Jalil helps young professionals to set themselves up for FINANCIAL SUCCESS

154

Episode 114: LOVE YOUR BUSINESS again and a HUGE SUMMIT ANNOUNCEMENT

155

Episode 113: SLASHING HEALTH INSURANCE costs for the small business owner while increasing HR support

156

Episode 112: Answer these 3 financial questions to have a great 2023

157

Episode 111: What the NBA greats can teach you about your business and reaching your potential.

158

Episode 110: Buyers agents and real estate purchases with Vicki Durkin

159

Episode 109: Knowing your numbers makes your business more valuable

160

Episode 108: How to NOT be a JERK of an employer

161

Episode 107: How to THINK and BEHAVE in these volatile markets

162

Episode 106: Breaking the GOOGLE code for the small business owner

163

Episode 105: Chasing (financial) freedom with The Freedom Chasers

164

Episode 104: I own a business, I have no investments, I want to retire... now what?

165

Episode 103: Business Coach + Motivated Entrepreneur = A BETTER LIFE.

166

Episode 102: Charitable giving.... getting more by giving

167

Episode 101: Do this to 3x your leads, 2x your sales and add 100k of recurring revenue to your business

168

Episode 100: Building a great sales team for your business

169

Episode 99: Investing in Vacant Land .... the key to building your wealth?

170

Episode 98: KICKSTARTING the profitability of your business

171

Episode 97: Communication is one of the keys to wealth

172

Episode #96 - You CAN build your business on referrals WITHOUT BEING CREEPY

173

Episode 95: How the Johnny Depp and Amber Heard Case can save your business

174

BONUS EPISODE.... WHAT YOU SHOULD BE DOING DURING THE MARKET VOLATILITY

175

Episode 94: The KITTY CAT approach to increasing your sales with The Sales Maven, Nikki Rausch

176

Episode 93: Can FRACTIONAL SALES MANAGEMENT save your small business?

177

Episode 92: Secrets of college funding with Ken Ruggiero

178

Episode 91: FAFSFA 101 with Cozy Whittman

179

Episode 90: Your personal and business legal health with Attorney Rick McDuff

180

Epiose 89: Is your CPA costing you $90,000 per year?

181

Episode 88: How you think will make you POOR (or rich) with Sarah Walton

182

Episode 87: FREE housing for your college student

183

Episode 86: Dr. J saves the day and saves your health

184

Episode 85: Ask yourself "WHY?" (seven times) with Dee Gredler

185

Episode 84: Your leadership brand and your values.... with Lindsay White

186

Episode 83: Deborah Peters and the Neuro Engineering Institute

187

Episode 82: Pillars of Health that can help you to build wealth with Mike Ricchio

188

Episode 81: Rocky Lalvani Profit Answer Man

189

Episode 80: Tik Tok, Facebook, Instagram, and Linkedin... which should I use? With Harrison Baron

190

Episode 79: Investment Lessons of 2020 with Greg Towner

191

Episode 78: Car insurance is a RIPOFF

192

Episode 77: Why do the RICH get RICHER?

193

Episode 76: The fourth quarter of 2021

194

Episode 75: Life Insurance for the small business owner

195

Episode 74: Life Insurance Awareness Month and what it means to you.

196

Episode 73: Your money and Your HABITS with Sonya MacCrimmon

197

Episode 72: WEALTHKILLERS

198

Episode 71: Laura Cowan and The Business Owner's Legal Audit

199

Episode 70: This episode can change your marraige.

200

Episode 69: The Wyoming LLC attorney talks about risk management, holding companies, and YOUR business.

201

Episode 68: Can this simple life insurance mistake derail the estate plan that you have for your young children?

202

Episode 67: Divorce Attorney to the stars, Chris Melcher talks about how to pick the right attorney.

203

Episode 66: Michelle Arpin Begina.... a conversation about the money stories, scripts, and lessons that affect our financial psychology

204

Episode 65: Money Mindsets and avoiding toxicity with Sarah K Ramsey

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Episode 64: TWO words that make your insurance agent CRINGE... with Jessica Owens

206

Episode 63: Financial Lessons from the Covid-19 Pandemic

207

Episode 62: The $520 Challenge and how YOU can help.

208

Episode 61: Cindy Arledge and the Three reasons why your family might not survive an inheritance.

209

Episode 60: Reducing the burden on your family... with Allen Pruitt

210

Episode 59: Credit reports, debt settlement, and collections for the high net worth with Sam Skye

211

Episode 58: The Entrepreneur's Roadmap to Financial Success

212

Episode 57: How a ROCKSTAR morning routine can bring success.

213

Episode 56: Planning for financial aid and college scholarships with Cozy Whitman

214

Episode 55: Cassie Ferrer The NUMBERS NERD, your business, and your CASH FLOW.

215

Episode 55: The scoop on IRA's

216

Episode 54: Make the most of your STIMULUS CHECK

217

Episode 53: The HIDDEN (and often forgotten) jobs of your financial advisor

218

Three MUST READ books

219

Getting UNSTUCK with Jessica Pilgrim of Pilgrimage Coaching

220

Climbing inside your WEIRD and FREAKY brain with Graeme Newell

221

Episode 49: Research and Development Tax Incentives.... can your business get them?

222

Avoiding this least SEXY financial planning topic could cost you millions

223

Episode 47: Aren't all "financial planners" the same?

224

Episode 46: A conversation with The Bad Ass Budget Babe

225

Episode 45: Why my New Year's Resolution is to NOT have New Year's Resolutions in 2021

226

EP 44: Our top 20 lessons learned (or reinforced) in 2020!

227

EPISODE 43: Our Core Beliefs

228

EPISODE 42: How hiring your children might save taxes and help your kids to become financially responsible with Jordan Roberts

229

Using boundaries to build personal financial success

230

Thanksgiving 2020

231

College cost cutting SECRETS with Bonnie Burkett

232

Medicare and Medicare Supplements with Lee Shaw

233

Three investments that can not lose, during the 2020 Presidential Election

234

MACPERFORMANCE, with Dr. Melissa Macdonald

235

Everything you ever wanted to know about mortgages with Lee Ayer

236

The 2020 Presidential Elections, your money, and the Markets, with Greg Towner

237

The ABC's of LTC

238

I have lost my job... NOW WHAT?

239

Overcoming Money Arguments in Marriage ... with Ziv Raviv

240

The Smart Money Academy, with Keli Calderon

241

Who does a Daily Money Manager Serve? With Amy Carrick

242

Mark Chesson and advanced uses of life insurance

243

Driving to the wrong house... are your habits serving you well?

244

David Chudyk's Eight Strongly Held Opinions for Financial Success

245

Personal development and The Real Estate Evolution with Dan Rochon

246

Greg Towner discusses how investing in high quality stocks can reduce long term volatility (and help YOU to sleep at night).

247

How Elizabeth Pampalone transformed her business with profitfirst

248

College planning with Dr. Jen Price

249

2020 - a new world.... how will you prosper in the second half?

250

From the major leagues to financial advising .... how pro baseball prepared Steve Tolleson to serve his clients at the highest of levels

251

Does your business need affordable access to legal service?

252

Crashes and Taxes with Rebecca Walser

253

Qualified Retirement plans for your business, with Andy Pooser AIF, QPFC, QKA

254

All things ANNUITIES with Jon Bussert

255

Affordable legal access for YOU and your family

256

Personality ISN'T Permanent with Dr. Benjamin Hardy

257

How Betty Kempa helps Senior Level Executive Women move from unfulfilling jobs to careers that they love

258

What is Long Term Care and Assisted Living? with Tony Medlin

259

What is a financial plan and why do I need one? with Patrick Sherman

260

Fearless Pursuits with Sharon Lee

261

Life lessons and commercial real estate with David Redmond

262

Tornadoes and claims with Jessica Owens

263

How High INCOME Investors can fund real estate investments with their federal tax liability, with Gordon Short

264

RICH HABITS with Tom Corley

265

Estate Planning with Attorney, Rick McDuff

266

Millenial Money with Peyton Hoppes

267

Stress... what it is, what it does to us, and how we should handle it, a conversation with Michaela Tomberlin

268

Finding financial positives within the negatives

269

Back to BASICs of personal finance during the COVID-19 Pandemic