All Episodes

The Hidden Childhood Stories Sabotaging Your Marriage and Wealth

"The Patrimonio Fitness Test: Securing Your Family's Future"

Air Force Core Values & Your Family Legacy: Financial Success Secrets

Generational Wealth: Why Your Grind Won't Work for Them

"Building Wealth Through Family Culture"

"Unveiling My Weaknesses: What I Suck At"

"From Drift to Direction: Setting Intentions for 2026"

12.3.25 "From Darkness to Light: Transforming Financial Challenges"

12 2.25T "Avoiding Pitfalls: Lessons and Challenges in Generational Wealth"

11.26W: "The Power of Self-Investment: A Wealth Manager's Insight"

11.25.25 "The Art of Self-Assessment: Balancing Faith, Family, and Finances"

11.24M "Navigating Financial Success: The Fifth Dimension"

11.21.25 The Fifth Dimension of Wealth: Beyond Money 💰✨🌟

11.20.25: Investing in the Fifth Dimension: A New Perspective

11.19.25: "Navigating Morality: From Financial Crisis to AI"

11.18.25: 20 years of Parkinson's. 56 years of marriage. What investment does it take to carry that cross with grace?

11.14.25F: "Faith, Finance, and Silence: A Holistic FinancialApproach"

11.13.25T: "Inspiring Truths: A Young Woman's Journey"

11.12.25W:5th Dimension Wealth: The Financial Plan You Really NEED!

11.11.25T: Unethical Business: Why This Trading App Angers Me!

11.10.25M: What is your financial plan missing?

11.9.25 What's wrong with the world?

11.8.25S: It's your financial plan broken 💔💸📉

11.7.25F: People pleasing a top wealth destroyer...

11.6.25T: Check these four boxes before you investing anything

11.5.25W: Uncover Your Truth: Stop Lying & Live Authentically

11.4.25M: How To Avoid The Stale Life...

45/365: Wall Street doesn't want you to hear this. The hidden costs of chasing wealth, on Wealth in the Fifth Dimension.”

44/365: This Hidden Blind Spot Will Destroy Your Finances

43/365: What price do we pay for financial security?

42/365: Life-changing insights from a 1997 article on work-family lies.

41/365: "Do you know what you stand for? If you don't, you'll fall for anything. This week, I'm sharing my personal mission statement and why it's the most important thing I've ever created."

40/365: Does your family doubt your financial guidance?

39/365: 𝐘𝐨𝐮𝐫 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐩𝐥𝐚𝐧 𝐰𝐢𝐥𝐥 𝐟𝐚𝐢𝐥 𝐰𝐢𝐭𝐡𝐨𝐮𝐭 𝐓𝐇𝐈𝐒...

38/365: A great financial plan means nothing if your family isn't a team.

37/365: "Money ruining your marriage? Discover the power of 'our way' thinking."

36/365: Dream big, live well: Learn how on this podcast.

35/365: How to Escape Financial Chaos by Discovering Your Family's Vision

34/365: Financial Security - Without Sacrificing Values.

𝟑𝟒/𝟑𝟔𝟓: 𝐓𝐡𝐞 𝐏𝐫𝐢𝐜𝐞 𝐨𝐟 𝐏𝐫𝐢𝐝𝐞: 𝐇𝐨𝐰 𝐑𝐞𝐬𝐞𝐧𝐭𝐦𝐞𝐧𝐭 𝐒𝐚𝐛𝐨𝐭𝐚𝐠𝐞𝐬 𝐘𝐨𝐮𝐫 𝐖𝐞𝐚𝐥𝐭𝐡

𝟑𝟑/𝟑𝟔𝟓: 𝐓𝐡𝐞 𝐒𝐡𝐨𝐜𝐤𝐢𝐧𝐠 𝐒𝐞𝐜𝐫𝐞𝐭 𝐭𝐨 𝐖𝐞𝐚𝐥𝐭𝐡: 𝐈𝐭'𝐬 𝐍𝐨𝐭 𝐖𝐡𝐚𝐭 𝐘𝐨𝐮 𝐓𝐡𝐢𝐧𝐤

32/365:Why did my father have to be an alcoholic?

31/365: How to Build Wealth Without Repeating Your Parents' Money Mistakes

30/365: How to Avoid Burnout by Slowing Down While Building Financial Wealth

29/365: You have more control over your money than you think. …

28/365: Don't take your family for granted…

27/365: Why Financial plans work and families don't…

26/365: What will you regret when you look back on your life?

25/365: It's easy to criticize what you don't understand...

24/365: "Massive Losses Ahead: The Critical Missteps Between Financial Advisors and Clients”

23/365: What you dont know about financial Independence…

22/365: Fifteen Years of Wall Street Wisdom in Ten Minutes

21/365: I'm response-Able because I've been irresponsible. How can being a poser evaporate your wealth?

20/365: This is why the future looks bright...

19/365: Only the paranoid survive. What we can learn from bankrupt retailer Sears...

18/365: A simple shortcut to get what you want in 2025...

17/365: This is my secret weapon to making wise investment decisions...

16/3765: What if Donald Trump doesn't deliver on his promises?

15/365: I have a confession to make... 🤔🤫

14/365: How to Prevent Financial Struggles by Making Small Incremental Changes, Even if You're Overwhelmed by Financial Literacy

16/365: What's Wrong with You? It's What's Wrong with Me…

15/365: What comes to your mind when you hear the word "PAIN"?

14/365: I wasn't going to do this today...

13/365: How to Achieve Success in Investing Without Sacrificing Discipline Even If You’re Tempted by Shortcuts

12/365: How to prevent losing money by paying attention to market trends, even if you’re overwhelmed by all the talk about Tesla, Nvidia, and Bitcoin.

12/365: What Happens when your financial plan fails?

11/365: RELATIONSHIPS=RISK

10/365: How to invest under President Donald Trump, even if you think the guy is a superhero or the worst president in history..

10/365: "Navigating Financial Challenges: Embracing the Journey with a Mentor and the Pleasures of Success!"

9/365: Gain mastery over your financial life by tapering your expectations even if you feel behind

8/365: How to Manage Risk by Embracing Uncertainty: Strategies for the Unpredictable

7/365: Blind spots, Bitcoin, & the end of a career😞💔😭

6/365: Avoid this Big Mistake by focusing on cash management even if you have a healthy portfolio

5/365"Avoiding Bankruptcy: Prioritize Your Health for a Wealthier Future"

4/365: How to Avoid Feeling Broke Despite Achieving Wealth by Nurturing Health, Marriage, and Spirit

3/365: "Break the Chains: Overcome Financial Blind Spots and Reclaim Your Wealth"

2/365: Black swan events can destroy your finances; what can you do about it?

1/365: Mama used to say, "Don't leave for tomorrow what you can do today." 🌅⏰ New Year's Resolution

Episode #80: If I'm surrounded by like-minded people I could lose my ability to use my mind...

Episode79: How I reduce bias in investing decisions?

Episode 78: Inches from gold.

Episode 77: A personal reflection on goal setting...

Episode 76: Russia, Babies, and Globalization ...

Episode 75: Planning and reflection and why are they important?

Episode 74: Where is the dislike button on this post?

Episode 73 Are you a believer?

Episode 72: Are we in a recession or going into one?

Episode 71: The 1% Principle at work

Episode 70: what do you think about when you hear the word recession?

Episode 69: How are you preparing for the next recession?

Episode 68 Don't bet against the Fed

Episode 67: Are investors are dart throwing chimpanzees?

Episode 66: How does political noise affect your investment decisions?

Episode 65: How do you make investment decisions?

Episode 64: What is an informational cascade?

E63: Clouds make economist look good...

Episode 62: Stock market noise it can work for you or against you...

Episode 61: Why do we struggle with our commitments?

Episode 60: Conditioned to Judge

Episode 59: Speed is irrelevant if you don't know where you're going...