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All Episodes

The Weekly Wealth Podcast — 280 episodes

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1

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

2

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

3

Ep 271: Are TRUMP accounts a gimmick?

4

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

5

Ep 269: The Necessary Evil

6

Ep 268: The Space X hype

7

EP 267: What if you have already won?

8

EP: 266 Your Financial Advice is Probably Wrong

9

Ep 269: Retirement planning is Life planning

10

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

11

Ep 267: The Psychology of Social Security

12

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

13

Ep 265: Get to know David.

14

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

15

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

16

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

17

Ep 261: Six Retirement Philosophies

18

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

19

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

20

Ep 258: Long Term Care 101: A Mini Masterclass

21

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

22

Ep 256: Boring Habits of Wealthy People

23

Ep 255: Identify Over Resolutions: Your Money Mindset

24

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

25

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

26

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

27

Ep 251: BONUS Episode with Special Guest, Jessica Pierce

28

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

29

Ep 249: 25 reflections on 2025

30

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

31

Ep 247: Portfolio Construction 101

32

Ep 246: Financial Christmas Gifts for Your Future Self

33

Ep 245: 26 Big Decisions for Wealth Growth

34

Ep 244: Thankfullness

35

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

36

Ep 242: Boosting Business Valuation for Sale

37

Ep 241: The Biggest Wealth Tool: You?

38

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

39

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

40

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

41

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

42

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

43

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

44

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

45

Ep 233: Turning Bricks into Cash with Archie Johnson

46

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

47

Ep 231: QRLT

48

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

49

Ep 229: FREE STUFF FOR YOU!

50

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

51

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

52

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

53

Ep 225: RICH

54

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

55

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

56

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

57

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

58

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

59

Ep 219: Owning a business is hard

60

Episode 218: Financial Reality Check: Learning from Tommy Paul

61

Episode 217: The End of Two Eras

62

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

63

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

64

Episode 214: From Employee to Entrepreneur: Key Considerations

65

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

66

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

67

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

68

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

69

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

70

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

71

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

72

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

73

Ep. 205: Leadership Skills that Can Boost Your Business

74

Ep 204: Dive into Wealth Strategies with David Steele

75

Think Before You Click: Navigating Financial Advice on Social Media

76

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

77

Ep 201: High Net Worth Financial Fundamentals

78

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

79

Unlocking Success in 2025: Ditch Resolutions for Real Change

80

24 Lessons Learned in 2024: A Year-End Reflection

81

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

82

Thanksgiving Reflections: What We're Grateful For in 2024

83

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

84

Episode 194: Bankruptcy Unveiled: Debunking Myths with Adrienne Hines

85

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

86

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

87

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

88

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

89

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

90

Disaster-Proof Your Finances: Lessons from Hurricane Helene

91

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

92

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

93

Ep 185: You MUST know these answers

94

Ep 184: Ask the Professor...

95

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

96

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

97

EP 181: Emergency Stock Market Volatility Episode

98

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

99

Ep 179: Decoding the Language of Money

100

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

101

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

102

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

103

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

104

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

105

Ep 173: Strategies for reducing portfolio risk

106

Ep 172: Ralph Estep of the ASK RALPH PODCAST

107

Ep 171: Eight Strongly Held Financial Opinions

108

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

109

Ep 169: Money CAN buy happiness ?

110

Ep 168: The SECRET roles of your financial advisor

111

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

112

Ep 167: EASY ways to go BANKRUPT

113

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

114

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

115

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

116

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

117

Ep 161: Rise above the Money Fog.

118

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

119

Ep 159: What is The Weekly Wealth Podcast?

120

Ep 158: Making your company legally invisible.

121

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

122

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

123

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

124

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

125

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

126

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

127

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

128

Ep 150: The top 23 lessons of 2023

129

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

130

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

131

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

132

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

133

A Deep Dive Into the Secure Act 2.0 with Austin Erickson

134

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

135

Even Rich People Make These Financial Mistakes

136

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

137

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

138

Ep # 140: Are you afraid of inflation?

139

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

140

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

141

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

142

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

143

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

144

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

145

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

146

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

147

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

148

Ep. 131: Divorce and Money

149

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

150

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

151

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

152

Episode 127: Real Estate

153

# 126: Your Business's ENDGAME

154

Ep. 125 Why Parallel?

155

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

156

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

157

Episode 122: Business Insurance Basics

158

Episode 121: FUNDING your new business

159

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

160

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

161

Episode 118: Decoding the SECURE ACT 2.0 with Jordan Roberts

162

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

163

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

164

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

165

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

166

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

167

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

168

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

169

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

170

Episode 109: Knowing your numbers makes your business more valuable

171

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

172

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

173

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

174

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

175

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

176

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

177

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

178

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

179

Episode 100: Building a great sales team for your business

180

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

181

Episode 98: KICKSTARTING the profitability of your business

182

Episode 97: Communication is one of the keys to wealth

183

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

184

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

185

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

186

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

187

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

188

Episode 92: Secrets of college funding with Ken Ruggiero

189

Episode 91: FAFSFA 101 with Cozy Whittman

190

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

191

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

192

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

193

Episode 87: FREE housing for your college student

194

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

195

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

196

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

197

Episode 83: Deborah Peters and the Neuro Engineering Institute

198

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

199

Episode 81: Rocky Lalvani Profit Answer Man

200

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

201

Episode 79: Investment Lessons of 2020 with Greg Towner

202

Episode 78: Car insurance is a RIPOFF

203

Episode 77: Why do the RICH get RICHER?

204

Episode 76: The fourth quarter of 2021

205

Episode 75: Life Insurance for the small business owner

206

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

207

Episode 73: Your money and Your HABITS with Sonya MacCrimmon

208

Episode 72: WEALTHKILLERS

209

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

210

Episode 70: This episode can change your marraige.

211

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

212

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

213

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

214

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

215

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

216

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

217

Episode 63: Financial Lessons from the Covid-19 Pandemic

218

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

219

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

220

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

221

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

222

Episode 58: The Entrepreneur's Roadmap to Financial Success

223

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

224

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

225

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

226

Episode 55: The scoop on IRA's

227

Episode 54: Make the most of your STIMULUS CHECK

228

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

229

Three MUST READ books

230

Getting UNSTUCK with Jessica Pilgrim of Pilgrimage Coaching

231

Climbing inside your WEIRD and FREAKY brain with Graeme Newell

232

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

233

Avoiding this least SEXY financial planning topic could cost you millions

234

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

235

Episode 46: A conversation with The Bad Ass Budget Babe

236

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

237

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

238

EPISODE 43: Our Core Beliefs

239

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

240

Using boundaries to build personal financial success

241

Thanksgiving 2020

242

College cost cutting SECRETS with Bonnie Burkett

243

Medicare and Medicare Supplements with Lee Shaw

244

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

245

MACPERFORMANCE, with Dr. Melissa Macdonald

246

Everything you ever wanted to know about mortgages with Lee Ayer

247

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

248

The ABC's of LTC

249

I have lost my job... NOW WHAT?

250

Overcoming Money Arguments in Marriage ... with Ziv Raviv

251

The Smart Money Academy, with Keli Calderon

252

Who does a Daily Money Manager Serve? With Amy Carrick

253

Mark Chesson and advanced uses of life insurance

254

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

255

David Chudyk's Eight Strongly Held Opinions for Financial Success

256

Personal development and The Real Estate Evolution with Dan Rochon

257

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

258

How Elizabeth Pampalone transformed her business with profitfirst

259

College planning with Dr. Jen Price

260

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

261

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

262

Does your business need affordable access to legal service?

263

Crashes and Taxes with Rebecca Walser

264

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

265

All things ANNUITIES with Jon Bussert

266

Affordable legal access for YOU and your family

267

Personality ISN'T Permanent with Dr. Benjamin Hardy

268

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

269

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

270

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

271

Fearless Pursuits with Sharon Lee

272

Life lessons and commercial real estate with David Redmond

273

Tornadoes and claims with Jessica Owens

274

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

275

RICH HABITS with Tom Corley

276

Estate Planning with Attorney, Rick McDuff

277

Millenial Money with Peyton Hoppes

278

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

279

Finding financial positives within the negatives

280

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