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Alternative Wealth is a podcast focused on advanced tax planning & wealth preservation for business owners, entrepreneurs, and high income earners hosted by Ryan Kolden. Weekly guest interviews, plus shorter deep-dive episodes about business planning, tax mitigation strategies, alternative investments, personal finance, and retirement strategies. Covering everything from private equity, venture capital, hedge funds, private credit, & real estate to tax-efficient exits & captive insurance cor ...
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Discover The World's First Earn While You Learn Training Program Teaching Everything You Need To Know About Creating Your Very Own Highly Profitable. You'll hear the inside secrets of online marketing and what the top earners do in order to be successful in business. If you're a startup, solopreneur, business owner, or thinking about starting an online business you're going to love this show. For more help go to https://kingofcashflowwebsites.com/secrets
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Are you a high-income earner seeking both financial and time freedom? Do you feel you don't have enough time to accomplish all your goals? Do you know you need to do SOMETHING but you’re not sure where to start? Most high-income earners are searching for additional financial security, interested in dialing back on work duties, or want to retire from your busy life altogether? Either way, Ravi Gupta MD will help you, via an easy stepwise approach, to achieve your financial goals through activ ...
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New Every Moment

Joseph Harmony

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Maandelijks
 
New Every Moment Podcast is a weekly show that will elevate your mind and income through spoken words and high level discussions with high figure income earners. The main mission of New Every Moment is to promote #SelfExcellence ⚡ Elevate your Mind 🧠Elevate your Income 💰
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The Wander Wealthy Podcast is a weekly show for aspiring, new and frustrated money coaches who want to learn how to create life-changing coaching packages, get more clients, and make more money. Join your host, Tess Wicks, along with some amazing guest experts to dive into topics around mindset, marketing, sales, pricing, and delivering your coaching services so you can build a freedom-based financial coaching business to make a big impact while making a great income.
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Financial Fortitude

Genesis Wealth Planning

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Dagelijks+
 
Financial Fortitude is a podcast for high-income earning professionals facing complex financial issues/challenges such as: - How to pay off MASSIVE student loan debt as quickly as possible? - Where should I be saving today so I can retire early? - When can I retire and how much do I “need” to have saved? - I’m ready to sell my business, what should I be doing? Hosted by experienced financial advisors and CFP®s, Michael Acosta and Brady Hemmerle. This show goes beyond stale and generic strate ...
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The more you can learn to think like a wealth advisor, the more confidence you’ll have in your personal financial strategy. From building generational wealth and investing to succession planning and estate planning, hear how experienced wealth advisors approach the big financial questions we all face in our lives. Each episode of Regions Wealth Podcast features a new challenge and fresh insights from a wealth management professional. Regions Bank, Member FDIC, Equal Housing Lender
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Busting myths around wealth, we uncover the truths often overlooked. We’re on a mission to break down the misconceptions that often hold us back from achieving true financial success. Are you tired of financial myths holding you back from achieving your dreams? Want to learn how to build wealth without compromising well-being, family, or health? If you're nodding along, you're not alone – that's why we're here. The Wealth Busters Podcast is here to help you discover the path to building your ...
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Hack Your Wealth

Andrew Chen

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Maandelijks
 
As a lawyer / engineer / MBA, how can you achieve FIRE (financial independence, retire early) rapidly to quit the rat race, pursue your passions, and live life on your own terms? Andrew Chen – founder of the Hack Your Wealth Blog and lawyer, financial expert (CFA graduate), and tech industry veteran – shows you strategies and tactics to (1) earn, (2) save, (3) invest, and (4) protect as a high earner so that you can build massive wealth and create a portfolio that’s a FIRE machine. Through s ...
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Each week, Money Insights founders Christian Allen and Rod Zabriskie get together to discuss all things money and business. From the latest financial trends to unique strategic wealth-building strategies, Christian and Rod take the time to teach you what you need to know to achieve financial success in all aspects of your life.
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As a recovering financial advisor with a counselling diploma, I help high-income earners get off the paycheck-to-paycheck rollercoaster without changing their lifestyle. You will learn that money behaviour is more important than money knowledge, because what's the point of knowing how to invest if you have no money to invest? Nothing has gone wrong, you just need to reset your money mindset, that's all. I do this using my book, Budgets, Like Diets, Don't Work and behaviour science to reset y ...
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INSPIRING LIFESTYLE

Trudy Maples

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Maandelijks
 
Welcome to the Inspiring Lifestyle Podcast!! I am so excited to host this fun, fresh podcast with life giving value in the areas of faith, home, well-being and entrepreneurship. My name is Trudy Maples and I have been married to my high-school sweetheart for 32 years. We have two adult children and 2 precious grandsons and one on the way! My incredible husband was a student pastor for 28 years and the best at it, a legend in his field and I learned so much about leadership from him as I serv ...
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Generation Wealth

Go Weath Yourself

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Maandelijks
 
The Generation Wealth Podcast is about the new rules of financial freedom for our generation, Generation Wealth. The show will discuss a wide range of financial related topics such as getting ahead with personal finance, starting a small business, creating real wealth with smart investing, and so much more. For more information, check out GoWealthYourself.com.
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As a doctor, you begin your professional career as a high-income earner. But many people don’t talk about the cost of this achievement. As you know, medicine is a demanding field that requires a lengthy, expensive education and rigorous hours of training. When you spend that much time studying and working, you don’t have the time for side jobs to offset the cost, or the mental space to learn about anything else other than how to treat patients. This means most physicians, like you, end up ha ...
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Retirement Simplified is the podcast dedicated to arming you with the tips and tactics necessary to realize your retirement aspirations. My mission is simple - to make complex retirement topics simple. My overarching objective for all my clients (and listeners) is to instill confidence in their retirement, and that starts with a rock solid strategy. Through weekly episodes, I provide the latest insights and strategies to create a retirement plan that gets you up in the morning. From investme ...
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This week, while Rod is out braving the wilderness, Christian is joined by Money Insights team members Blake Brogan and Brenyn McConnell. With a range of experience in this trio, they cover the 10 most costly mistakes high income earners make and how to avoid them. Whether it's lifestyle creeping or neglecting tax optimization, these mistakes may b…
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This episode explores the easiest and most hassle-free way to achieve millionaire status. According to Fidelity, the number of 401(k) millionaire accounts they manage has skyrocketed from 100,000 in 2017 to nearly 500,000 in 2024. “The slow and steady approach to building wealth is the best way to become a millionaire today,” says David McKnight. D…
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Lovely Marshall is a thought leader in empowerment, personal development, and career coaching. As the visionary founder of Lovely is YOUR Story, she provides life-changing online education, personalized one-on-one coaching, and transformative courses to clients worldwide. The mission of Lovely is YOUR Story is to empower the world through inspirati…
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Nicolas Cage, Paul McCartney, and Mike Tyson. What do these people have to do with finance? Well, we are talking about financial issues this week, which you may have expected, but we're doing it with a fun twist. We are going to learn about financial issues through celebrity mishaps. Whether it's overspending, tax evasion, or estate planning, celeb…
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In this episode, Ben Shapiro shares his insights on the growing national debt and its potential trajectory under a Kamala Harris administration. Shapiro provides a historical overview of U.S. interest payments, starting from the 1960s. He highlights the alarming rise in the national debt, which has doubled in the last decade, and examines Harris’ p…
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This week, we're taking a trip down memory lane to see how Christian and Rod got to where they are and some of the realizations they've had along the way. Buckle up, because we're exploring the power of alternative investments, the six pillars of Invest with Benefits, and much more. Money Insights is a strategic planning firm that is founded on the…
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This episode answers the question, “How do I do a Roth conversion, and what forms do I need to fill out with the IRS?” David explains that there are three basic steps to convert your IRA to a Roth IRA. Carrying out these three steps will likely take a few weeks – the process could be slightly shorter if everything is handled by the same financial i…
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This week, Rod is back, and we are talking about a subject that comes up pretty frequently in our world. Today, we are laying out the pros and cons of using index universal life insurance versus whole life insurance as an investment optimization tool. Our goal is to help you make a decision that makes sense for YOU! Money Insights is a strategic pl…
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This episode is part of David McKnight’s interview with Mark Byelich, founder and owner of Attleboro Wealth Management. David and Mark discuss why the money inside a Life Insurance Retirement Plan (LIRP) "bucket" is treated differently for tax purposes and benefits from low fees. When it comes to life insurance, David recommends "having as little o…
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This episode looks at the recent IRS updates on the required minimum distributions due for 2024 and 2025. David touches upon which accounts are and which aren’t subject to RMDs. Historically, when someone missed their RMD, they had to pay a 50% penalty on whatever they were supposed to withdraw but did not… David goes over what the new regulation f…
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In this week's episode, Christian and Rod compare their top 5 investment choices for 2024. Whether it's cryptocurrency or short-term rentals, tune in to hear how you could amp up your portfolio this year. Register Now! Money Insights is a strategic planning firm that is founded on the principle that "off-the-shelf" products and solutions often do n…
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Today’s episode addresses how to create multiple tax-free income streams that don’t show up on the IRS’s radar and that contribute to you being in the 0% tax bracket in retirement. Having some money in a tax-deferred account, like an IRA or 401k, is the first way high-income earners can create tax-free wealth for retirement. Contributing to your Ro…
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Today, we are talking about the psychology of investing. Specifically, overcoming biases that we often fight in the investment space. Whether it's overconfidence, loss aversion, or herd mentality, there are many underlying thoughts at play. What biases may be impacting your investing? Register Now! Money Insights is a strategic planning firm that i…
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In this episode, I discuss 14 strategies business owners, entrepreneurs, and high income earners can use to minimize their tax liability. ****** Free Resources ⬇️ ➡️ Start Here 📕 Get the E-Book: 14 Tax Strategies for Business Owners & High Income Earners 📲 Book a Strategy Consultation 📩 Subscribe to the Alternative Wealth Newsletter 📺 YouTube 🎙️ Re…
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David starts the conversation by explaining what IRMAA is, if you should be worried about it when doing a Roth conversion, and whether there are ways around it. David defines the acronym IRMAA, Income-Related Monthly Adjusted Amount. This is an additional charge you could be required to pay on your Medicare Part B premiums. As your income goes up i…
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Mark your calendars for September 12, because we are hosting the Invest With Benefits Virtual Summit! This is a free but exclusive all day event for high-income earners looking to scale their financial independence beyond traditional investment avenues and into Real Estate, Crypto, Collectibles, and precious metals. We’ve got an incredible lineup o…
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This is a replay from my other podcast Retirement Simplified. In this episode, host Ryan Kolden delves into the little-known Medicare surcharge known as the Income-Related Monthly Adjusted Amount (IRMAA). He explains what IRMAA is, how high-income earners can reduce this surcharge in retirement, and provides insights on qualifying for it. Tune in t…
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This episode addresses Suze Orman’s epic IUL rant on her Women and Money podcast. Suze Orman begged her audience not to do Index Universal Life insurance policies. This very broad brush and no nuance approach of every financial guru is what David’s upcoming book The Guru Gap touches upon. David explains why the generic approach financial gurus tend…
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In this episode, we sit down with Dr. Vikram Raya and Dr. Ravi Gupta, the visionary co-founders of Viking Capital, to explore the compelling origin story behind their multifamily syndication company. Designed with high-income healthcare professionals in mind, Viking Capital has become a powerhouse in real estate investing. We’re taking a deep dive …
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On this episode of Alternative Wealth, host Ryan Kolden introduces business owners to a lesser-known retirement plan option called a non-qualified pension plan. With various retirement plan choices available like solo 401k and SEPs, understanding which option is best can be challenging. Ryan explains that the non-qualified pension plan is an employ…
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Financial Fortitude is a podcast for high-income earning professionals facing complex financial issues/challenges. Hosted by experienced financial advisors and CFP®s, Michael Acosta and Brady Hemmerle. This show goes beyond stale and generic strategies to provide in-depth advice about high-income earning professionals’ unique situations. Each episo…
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David and Mark Byelich talk about why people don’t want to pay a tax before the IRS absolutely requires it of them. David touches on the 2018 documentary The Power of Zero: The Tax Train is Coming. Mark Byelich explains that the longer someone hasa tail of the overage in their IRA hanging out there, the more risk they have. Mark discusses what happ…
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How much life insurance do you actually need? This week we’re talking about life insurance in a little bit of a different way than we typically do: the more traditional sense. From human life value to business planning to death benefit, this episode covers all your bases. Money Insights is a strategic planning firm that is founded on the principle …
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On this episode of Alternative Wealth, host Ryan Kolden sits down with Arn Cenedella to share insights from his 45 years of experience in the industry, including building rental portfolios in California and Texas. Arn emphasizes the value of long-term investing over emotional reactions and his experience with equities during Black Monday. Tune in f…
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Today’s episode is part of David’s interview with Mark Byelich. David and Mark address Mark’s concept of “suddenly single”. David once met an Uber driver who had saved $1.5M. All financial advisors gave him the same advice “don’t change anything” but David had something different to share. A Roth conversion is something married couples should consi…
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Join us as we welcome tax strategist and expert Dave Foster to the show. With 24 years of real estate investing experience, Dave has helped thousands of investors keep their equity working for them and legally avoid taxes using strategies like 1031 Exchanges. Highlights from the Episode: 📖 Understanding Tax Advantage Strategies: Learn about tax-adv…
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Over the years, we have come across a few misunderstandings from people utilizing the Investment Optimizer strategy, sometimes due to confusion, lack of confidence, or unrealistic expectations. At the end of the day, it really is simple to execute the strategy, so in this episode, we cover maximizing your policy, some pitfalls to avoid, and conting…
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In this episode of Alternative Wealth, host Ryan Kolden introduces the offset mortgage concept as a highly efficient way to pay off your home loan quickly and save on interest. He explains the concept of an offset mortgage, popular in countries like Canada, Australia, New Zealand, and the United Kingdom, but less known in the United States. By util…
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This is a replay from my other podcast Alternative Wealth. In this episode, host Ryan Kolden introduces the offset mortgage concept as a highly efficient way to pay off your home loan quickly and save on interest. He explains the concept of an offset mortgage, popular in countries like Canada, Australia, New Zealand, and the United Kingdom, but les…
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This episode addresses the 8-step plan for a successful retirement plan that was recently shared by Dave Ramsey’s “sidekick,” George Kamel. Just like in any field of life, a good financial plan benefits from assessing where you are, where you want to be by a given date, and what needs to be done to get there. David dislikes the approach of painting…
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Join us as we discuss adapting investment strategies with Shane Thomas, Managing Partner & Co-founder at Catalyst Equity Partners. Topics Covered: 📈 Market Dynamics Recent trends and economic shifts Key indicators for undervalued assets 💡Adaptive Approaches: Importance of flexibility Common investor mistakes Effective risk management 🔍Spotting Oppo…
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Do you need a traditional financial advisor? There's a lot of consternation around this issue, so our goal in this episode is to pull back the curtain and give you a reasonable direction moving forward. From why you might want one to why you might not need one to questions you should ask, this episode covers all your bases. Money Insights is a stra…
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On this episode, financial planner Adam Fay discusses tax efficiency, offshoring, and global market outlook with host Ryan Kolden. Adam specializes in serving expats and offers insights into navigating financial matters in over 100 countries. The conversation covers strategies for minimizing taxes, the current state of US and global markets, and in…
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In this exciting episode, host Nathan Loy, Senior Acquisitions Associate at Viking Capital, dives deep into the world of land development with industry expert Dan Haberkost, Cofounder of Ground Up Partners LLC with over six years of experience, Dan shares invaluable insights on: 🏡 Starting in Real Estate: From running businesses in college to buyin…
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Today’s video comes from David’s interview with Dave Christy. They discuss how life insurance and annuities can help maximize your retirement. They start by describing the three different ways cash value life insurance can positively impact your financial plan. David reveals how IULs can be an excellent replacement for the bond portion of your port…
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Building towards retirement is a key part of financial planning, so it's important to take a step back and look at all your options. Today we are exposing the 401(k) myth and flipping the idea of the accumulation methodology. In this episode, we take a look at three different case studies, some strategies for maintaining a higher income in retireme…
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This is a replay from my other podcast Retirement Simplified. In this episode we discuss the importance of updating your will as your life circumstances change. Guest Adam Zuckerman, founder of Buried in Work, shares his expertise in estate planning and simplifying end-of-life tasks. Adam's personal experience managing his father's estate drives hi…
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This is a replay from my other podcast Alternative Wealth. In This episode, financial planner Adam Fay discusses tax efficiency, offshoring, and the global market outlook with host Ryan Kolden. Adam specializes in serving expats and offers insights into navigating financial matters in over 100 countries. The conversation covers strategies for minim…
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Today’s video is part three of David’s interview with Dave Hall. They discuss whether Trump will extend the tax cuts if re-elected. David cites a recent report from the Committee for a Responsible Federal Budget that says that if they extend the tax cuts, the government will have to borrow $5 trillion to pay for those tax cuts. David explains why h…
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Are you wondering whether you should try to time the market or focus on the benefits of staying invested over the long term? 🤔 In this video, we break down the crucial differences between market timing and time in the market to help you make informed investment decisions for your multifamily real estate portfolio! 🏢💰 In this episode, you’ll learn: …
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Student debt has more than doubled over the past 20 years. That's just a fact. Now if you ask Dave Ramsey, he'll tell you "there is no good student loan." But what do Christian and Rod think? In this episode, the two share their opinions on higher education, student loans, and alternative options. Money Insights is a strategic planning firm that is…
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In this episode of Retirement Simplified, host Ryan Kolden delves into the little-known Medicare surcharge known as the Income-Related Monthly Adjusted Amount (IRMAA). He explains what IRMAA is, how high-income earners can reduce this surcharge in retirement, and provides insights on qualifying for it. Tune in to learn how IRMAA surcharges impact M…
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This is a replay from my other podcast Retirement Simplified. In this episode we dive into the complexities of transitioning from an accumulation portfolio to a decumulation portfolio in retirement. Special guest Chris Hensley, an expert in retirement and social security planning, joins the discussion. They explore key strategies for securing retir…
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Today’s episode is part 2 of David’s interview with Dave Hall. David shares his thoughts about moving the retirement age to what it currently is. Dr. Larry Kotlikoff has suggested raising taxes to 4% – 2% on the employee and 2% on the employer – as a way to solve the issues around Social Security. David sees the combination of pushing back the reti…
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There are many ways a business can go wrong when trying to grow. However, instead of focusing on what not to do, we've put together 10 keys to building a business that thrives. From strong leadership to customer focus to clear vision, let's explore the DNA of a successful business. Money Insights is a strategic planning firm that is founded on the …
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In this episode of Alternative Wealth, host Ryan Kolden interviews Simon Popple, Managing Director at Brookville Capital and an expert in gold investing. Simon shares insights on the role of gold in a person's portfolio, drawing from his 15 years of experience in the gold industry. From discussing the historical significance of gold as a safe haven…
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On this episode of Retirement Simplified, host Ryan Kolden discusses the importance of updating your will as your life circumstances change. Guest Adam Zuckerman, founder of Buried in Work, shares his expertise in estate planning and simplifying end-of-life tasks. Adam's personal experience managing his father's estate drives his mission to empower…
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Hey everyone! Welcome back to another episode of Wealth Busters! Today, we hang out with Eric Pan, better known as Ericnomics, a personal finance whiz with over 200,000 followers on Instagram and TikTok. Eric’s got an impressive background in traditional finance, hedge funds, and crypto, and now he’s sharing his journey with us. We chat about every…
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Today’s episode is part 1 of David’s interview with Dave Hall. David shares what he considers the fundamentals of his financial movement: “numbers don’t lie.” David cites a recent Penn Wharton study that illustrates two things that should be done by 2043 – and what will happen if these conditions aren’t met. Dave and David discuss the debt-to-GDP r…
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This week, we're covering a really important topic that we don't typically get into: creating your personal investment philosophy. While we are here to provide guidelines and principles, it is your personal philosophy. You get to make your own checklist. Whether it's financial goals, risk tolerance, or asset allocation, pick a starting point and bu…
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