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All Episodes

The Weekly Wealth Podcast — 287 episodes

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1

Ep 280: REBA can be your best benefit!

2

Ep 279: LIAM 2026 is here!

3

Ep 278: Readiness 360 for Exit Planning

4

Ep 277: Advanced Financial BASICS

5

Ep 276: Peyton Hoppes

6

Ep: The Richest Corpse in the Graveyard

7

EP 274: A Refresher... check it out!

8

Ep 273: The Mid-Year Money Checkup: 9 Things to Check Before the Year Slips Away

9

Ep 272: You Don't Need to Become a Financial Expert (Do This Instead)

10

Ep 271: Are TRUMP accounts a gimmick?

11

Ep 270: 4 Financial Freedoms on America's 250th Birthday

12

Ep 269: The Necessary Evil

13

Ep 268: The Space X hype

14

EP 267: What if you have already won?

15

EP: 266 Your Financial Advice is Probably Wrong

16

Ep 269: Retirement planning is Life planning

17

Ep 268: The Best Hire You'll Ever Make Lives Under Your Roof.

18

Ep 267: The Psychology of Social Security

19

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

20

Ep 265: Get to know David.

21

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

22

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

23

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

24

Ep 261: Six Retirement Philosophies

25

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

26

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

27

Ep 258: Long Term Care 101: A Mini Masterclass

28

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

29

Ep 256: Boring Habits of Wealthy People

30

Ep 255: Identify Over Resolutions: Your Money Mindset

31

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

32

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

33

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

34

Ep 251: BONUS Episode with Special Guest, Jessica Pierce

35

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

36

Ep 249: 25 reflections on 2025

37

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

38

Ep 247: Portfolio Construction 101

39

Ep 246: Financial Christmas Gifts for Your Future Self

40

Ep 245: 26 Big Decisions for Wealth Growth

41

Ep 244: Thankfullness

42

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

43

Ep 242: Boosting Business Valuation for Sale

44

Ep 241: The Biggest Wealth Tool: You?

45

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

46

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

47

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

48

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

49

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

50

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

51

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

52

Ep 233: Turning Bricks into Cash with Archie Johnson

53

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

54

Ep 231: QRLT

55

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

56

Ep 229: FREE STUFF FOR YOU!

57

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

58

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

59

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

60

Ep 225: RICH

61

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

62

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

63

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

64

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

65

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

66

Ep 219: Owning a business is hard

67

Episode 218: Financial Reality Check: Learning from Tommy Paul

68

Episode 217: The End of Two Eras

69

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

70

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

71

Episode 214: From Employee to Entrepreneur: Key Considerations

72

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

73

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

74

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

75

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

76

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

77

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

78

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

79

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

80

Ep. 205: Leadership Skills that Can Boost Your Business

81

Ep 204: Dive into Wealth Strategies with David Steele

82

Think Before You Click: Navigating Financial Advice on Social Media

83

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

84

Ep 201: High Net Worth Financial Fundamentals

85

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

86

Unlocking Success in 2025: Ditch Resolutions for Real Change

87

24 Lessons Learned in 2024: A Year-End Reflection

88

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

89

Thanksgiving Reflections: What We're Grateful For in 2024

90

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

91

Episode 194: Bankruptcy Unveiled: Debunking Myths with Adrienne Hines

92

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

93

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

94

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

95

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

96

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

97

Disaster-Proof Your Finances: Lessons from Hurricane Helene

98

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

99

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

100

Ep 185: You MUST know these answers

101

Ep 184: Ask the Professor...

102

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

103

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

104

EP 181: Emergency Stock Market Volatility Episode

105

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

106

Ep 179: Decoding the Language of Money

107

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

108

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

109

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

110

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

111

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

112

Ep 173: Strategies for reducing portfolio risk

113

Ep 172: Ralph Estep of the ASK RALPH PODCAST

114

Ep 171: Eight Strongly Held Financial Opinions

115

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

116

Ep 169: Money CAN buy happiness ?

117

Ep 168: The SECRET roles of your financial advisor

118

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

119

Ep 167: EASY ways to go BANKRUPT

120

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

121

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

122

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

123

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

124

Ep 161: Rise above the Money Fog.

125

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

126

Ep 159: What is The Weekly Wealth Podcast?

127

Ep 158: Making your company legally invisible.

128

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

129

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

130

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

131

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

132

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

133

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

134

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

135

Ep 150: The top 23 lessons of 2023

136

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

137

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

138

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

139

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

140

A Deep Dive Into the Secure Act 2.0 with Austin Erickson

141

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

142

Even Rich People Make These Financial Mistakes

143

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

144

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

145

Ep # 140: Are you afraid of inflation?

146

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

147

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

148

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

149

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

150

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

151

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

152

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

153

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

154

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

155

Ep. 131: Divorce and Money

156

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

157

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

158

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

159

Episode 127: Real Estate

160

# 126: Your Business's ENDGAME

161

Ep. 125 Why Parallel?

162

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

163

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

164

Episode 122: Business Insurance Basics

165

Episode 121: FUNDING your new business

166

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

167

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

168

Episode 118: Decoding the SECURE ACT 2.0 with Jordan Roberts

169

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

170

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

171

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

172

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

173

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

174

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

175

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

176

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

177

Episode 109: Knowing your numbers makes your business more valuable

178

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

179

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

180

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

181

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

182

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

183

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

184

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

185

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

186

Episode 100: Building a great sales team for your business

187

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

188

Episode 98: KICKSTARTING the profitability of your business

189

Episode 97: Communication is one of the keys to wealth

190

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

191

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

192

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

193

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

194

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

195

Episode 92: Secrets of college funding with Ken Ruggiero

196

Episode 91: FAFSFA 101 with Cozy Whittman

197

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

198

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

199

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

200

Episode 87: FREE housing for your college student

201

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

202

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

203

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

204

Episode 83: Deborah Peters and the Neuro Engineering Institute

205

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

206

Episode 81: Rocky Lalvani Profit Answer Man

207

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

208

Episode 79: Investment Lessons of 2020 with Greg Towner

209

Episode 78: Car insurance is a RIPOFF

210

Episode 77: Why do the RICH get RICHER?

211

Episode 76: The fourth quarter of 2021

212

Episode 75: Life Insurance for the small business owner

213

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

214

Episode 73: Your money and Your HABITS with Sonya MacCrimmon

215

Episode 72: WEALTHKILLERS

216

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

217

Episode 70: This episode can change your marraige.

218

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

219

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

220

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

221

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

222

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

223

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

224

Episode 63: Financial Lessons from the Covid-19 Pandemic

225

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

226

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

227

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

228

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

229

Episode 58: The Entrepreneur's Roadmap to Financial Success

230

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

231

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

232

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

233

Episode 55: The scoop on IRA's

234

Episode 54: Make the most of your STIMULUS CHECK

235

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

236

Three MUST READ books

237

Getting UNSTUCK with Jessica Pilgrim of Pilgrimage Coaching

238

Climbing inside your WEIRD and FREAKY brain with Graeme Newell

239

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

240

Avoiding this least SEXY financial planning topic could cost you millions

241

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

242

Episode 46: A conversation with The Bad Ass Budget Babe

243

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

244

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

245

EPISODE 43: Our Core Beliefs

246

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

247

Using boundaries to build personal financial success

248

Thanksgiving 2020

249

College cost cutting SECRETS with Bonnie Burkett

250

Medicare and Medicare Supplements with Lee Shaw

251

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

252

MACPERFORMANCE, with Dr. Melissa Macdonald

253

Everything you ever wanted to know about mortgages with Lee Ayer

254

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

255

The ABC's of LTC

256

I have lost my job... NOW WHAT?

257

Overcoming Money Arguments in Marriage ... with Ziv Raviv

258

The Smart Money Academy, with Keli Calderon

259

Who does a Daily Money Manager Serve? With Amy Carrick

260

Mark Chesson and advanced uses of life insurance

261

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

262

David Chudyk's Eight Strongly Held Opinions for Financial Success

263

Personal development and The Real Estate Evolution with Dan Rochon

264

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

265

How Elizabeth Pampalone transformed her business with profitfirst

266

College planning with Dr. Jen Price

267

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

268

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

269

Does your business need affordable access to legal service?

270

Crashes and Taxes with Rebecca Walser

271

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

272

All things ANNUITIES with Jon Bussert

273

Affordable legal access for YOU and your family

274

Personality ISN'T Permanent with Dr. Benjamin Hardy

275

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

276

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

277

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

278

Fearless Pursuits with Sharon Lee

279

Life lessons and commercial real estate with David Redmond

280

Tornadoes and claims with Jessica Owens

281

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

282

RICH HABITS with Tom Corley

283

Estate Planning with Attorney, Rick McDuff

284

Millenial Money with Peyton Hoppes

285

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

286

Finding financial positives within the negatives

287

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