Your Wealth & Beyond: The Financial Planning Podcast

Your Wealth & Beyond: The Financial Planning Podcast

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Your Guide to Building Wealth and Finding Purpose


Everything You Need To Know About Cybersecurity with Steve Weisman
Nov 19, 2019 • 49 min
Few people understand the ins and outs of these scams better than Steve Weisman. Steve is a highly respected cybersecurity expert who has built a career helping people protect themselves, both online and off, and is the author of The Identity Theft Alert,…
Top 10 Required Minimum Distributions (RMD) Mistakes to Avoid
Nov 19, 2019 • 12 min
As we approach the end of 2019, I wanted to take some time to talk about Required Minimum Distributions (RMDs). For those approaching the age of 70 ½, the government requires that you start taking out a portion of the money in your retirement accounts…
Retirement Planning for Business Owners (and the People Who Work For Them) with Brian Hartstein
Oct 3, 2019 • 46 min
Today, Brian joins the podcast to talk about how solopreneurs, small and medium, and large business owners can build plans to meet their needs, retain employees in this time of extremely low unemployment, and be proactive in the planning process. This…
036: How to Find the Right Care Facilities for Older Adults with David Piontek
Sep 4, 2019 • 45 min
Today, David joins the podcast to explain his step-by-step process for finding the right care for family members, how young people can make financial plans to protect themselves later in life, and what you can do to help ensure that your spouse or parents…
035: Mastering the Art of Social Media Marketing with Natalie Speers
Aug 21, 2019 • 56 min
Natalie Speers is the founder of SocialAlly® Media, a full-service digital marketing agency located here in Scottsdale. She helps business owners create an online presence and voice for their companies and foster authentic relationships with their…
034: Secure your Retirement by Planning like a Pro with Ed Slott
Aug 7, 2019 • 59 min
Ed Slott is on a mission to help you keep more of your hard earned money. Today, Ed joins the podcast to share the horror stories that made him passionate about tax planning and to tell you how to take advantage of the golden era of low taxes we’re…
033: How to Live a Life and Career on Fire with Kristin Brabant
Jul 2, 2019 • 57 min
Today, Kristin joins the podcast to share the story of how she created her unique coaching practice, what a great coach can add to your life, and how to launch a business that truly serves people and will give you fulfillment for decades to come.
032: How to Keep More Tax Money In Your Pocket with Diane Gardner
Jun 11, 2019 • 51 min
Diane Gardner is a tax superhero. Since rebranding her business during the Great Recession, she’s saved her clients over $3,070,374 in taxes. Today, Diane joins the podcast to share the story of how she made her own practice stand apart. We then dig deep…
How to Cover the Exorbitant Costs of College with Abby Chao
May 7, 2019 • 48 min
Today, Abby joins the podcast to share the journey that led her to co-found CollegeBacker, how you can start saving for college no matter how old you (or your children or grandchildren) are, and the unique tools CollegeBacker provides to instill good…
030: How Zachary Kepes Overcame the Recession and Built a Real Estate Empire
Apr 24, 2019 • 53 min
Zachary Kepes is the founder of Zak Ventures. From nearly broke in 2007 to owning more than 150 single family homes a decade later, he’s built a real estate empire by purchasing, renting, and flipping distressed and low-income property. In his 17 years in…
029: How to Care For Aging Parents with Virginia Morris
Apr 12, 2019 • 48 min
Today, Virginia joins the podcast to share the story of how she went from reporting on healthcare to become the media’s go-to personality on eldercare, the complicated and changing relationships between parents and children as they age, and how to ensure…
The Mistakes Millionaires Make with Serial Entrepreneur Harry Clark
Mar 23, 2019 • 44 min
Harry Clark is a highly-rated serial entrepreneur and keynote speaker. He’s overseen sales of major companies, founded two Inc. 500 companies, and travels the world speaking to entrepreneurs, family businesses, and executives. However, Harry has also…
How to Empower Your Kids To Be Money Smart with John Lanza
Mar 3, 2019 • 48 min
Today, John Lanza joins the podcast to talk about his unique journey into childhood financial education, how he fills a much-needed educational niche for parents and kids alike, and how he’s working to teach children about the value of money in a world…
026: How to Plan For the Five Years Before You Retire with Emily Guy Birken
Feb 19, 2019 • 53 min
Emily Guy Birken helps people become more financially savvy. She took a year off from teaching when her son was born, and in that time began writing for both Wise Bread and PT Money - and discovered a way to make use of her skills as both a teacher and a…
025: What to Do With a 401(k) When You Change Jobs
Jan 30, 2019 • 20 min
On our first podcast of 2019, we dig into the many options you have if you have a number of 401(k) accounts and the advantages and disadvantages of each, as well as the worst case scenario option that you should almost never even consider.
024: SEO Secrets, Becoming an Authority in Your Niche, & Finding Your Best Clients with Deepak Shukla
Dec 17, 2018 • 61 min
Deepak Shukla is the founder and CEO of Pearl Lemon - an award-winning SEO agency that outranks bigger, better-funded competitors. He’s a leader in helping people grow their businesses and cultivate online reputations, and his work has been featured in…
023: How to Take Advantage of Available State Tax Credits to Reduce Tax Bills and Support Great Causes
Dec 5, 2018 • 14 min
In this podcast interview, you’ll learn: The many tax credits available to Arizonans to support the working poor, qualified foster care charitable organizations, schools, and military families - and how to get the greatest tax reduction possible. Why you…
How to Scale your Business with Chris Ronzio
Nov 12, 2018 • 59 min
Chris Ronzio is a serial entrepreneur. As the founder and CEO of Trainual, he helps small and growing businesses document what they do, delegate roles, and create scalable operations manuals to centralize and teach their processes, roles, and…
021: The Health Savings Account - Maximize Your Tax Benefits with this Powerhouse Retirement Account
Oct 12, 2018 • 18 min
In this podcast interview, you’ll learn: What you need as an individual or a family in order to qualify for an HSA. Why the HSA is the Cadillac of retirement plans - and how it is uniquely built to offer a tax deduction, tax deferrals, and tax free…
How to Make the Most of Medicare with Michael Clark
Sep 21, 2018 • 52 min
Many healthcare decisions were made for you by your parents as a child and your employer as a working adult. However, once you turn 65, you’re suddenly eligible for Medicare - and there are many options, as well as mistakes you can make. One wrong…
019: Everything You Need to Know About RMDs Part 3
Sep 4, 2018 • 36 min
Now, we’re going to help you answer a huge (and tricky) question: What should you do when you inherit a retirement account? Whether it’s a 401(k), an IRA, a Roth IRA, a SEP IRA, Simple IRA, TSP, 457 or a 403(b), there’s a lot to know. This is especially…
018: Understanding Cybersecurity: Tips and Strategies to Protect Your Data and Your Finances
Aug 24, 2018 • 54 min
What phishing attacks are - and a quick and easy way to protect yourself against them in just seconds. How to protect not just your home and office computers, but also your smart home and connected IoT (Internet of Things) devices, such as refrigerators…
017: 5 Strategies to Reduce your Required Minimum Distributions
Aug 10, 2018 • 22 min
In this second episode, we dig deep into strategies to reduce and minimize your required minimum distributions and show you how to keep more of the dollars you defer while you make your contributions - and live comfortably along the way. In this podcast…
016: How to Make the Most of Your Required Minimum Distribution
Jul 27, 2018 • 27 min
In today’s episode (Part 1), I dive into the basics of the required minimum distributions, how they relate to your IRA, Roth IRA, and 401(k), as well as how to calculate this amount. If you’re not careful, the required minimum distribution can become a…
015: Strategies to Maximize your Social Security Benefit
Jul 13, 2018 • 43 min
As the owner of a financial planning firm that has helped hundreds of families plan their retirement, it’s clear that many people overlook how Social Security can fit into their financial and income planning puzzle - and there’s a lot of…
014: How Navy SEAL Tactics Can Make You a Better Business Leader
May 9, 2018 • 51 min
Most people aren’t born great leaders. However, there’s one organization that often produces incredible entrepreneurs and startup power players in the private sector - the Navy SEALs - and Jeff Boss is living proof. After serving as a SEAL for 13…
013: Strategic Retirement Planning for Business Owners and Entrepreneurs
Apr 24, 2018 • 38 min
If you’re a business owner or a solo entrepreneur, you have a variety of options when it comes to planning your retirement, paying your taxes, and avoiding penalties along the way. With over 25 years’ experience working with business owners and…
012: Why Taking Risks and Having a Vision is Crucial to Growing Your Business
Apr 6, 2018 • 47 min
In 2010 Michael Messinger faced an extraordinary challenge; continue his successful career at a large institutional financial firm that paid well, provided fantastic benefits and gave him the flexibility to control his schedule or leave it all behind…
011: How to Run Your Business with Purpose
Mar 16, 2018 • 46 min
Adam and I talk about creating environments to achieve objectives, the power of focusing on a higher purpose, and what happens when you think of everyone - not just shareholders - as stakeholders in your business. What Adam did to make his mark when…
10: PR For Business Owners—How To Get Your Message Out To The World
Mar 1, 2018 • 66 min
As you grow your firm, there’s a very good chance that you will eventually need to reach out to your community—or the whole world—in order to find great clients. In this podcast interview, you’ll learn: Common myths and notions that many business owners…
009: Work-Life Balance & Finding a Higher Purpose
Feb 18, 2018 • 56 min
In this podcast interview, you’ll learn: Why there’s more to life than 80 hour workweeks—and how to evaluate your work-life balance. That Human Resources isn’t just about benefits and compensation—and why HR specialists are psychologists, mediators, and…
008: Accounting Done Differently—A Streamlined Approach to Knowing Your Numbers and Growing Your Business
Jan 30, 2018 • 62 min
Few people live and breathe accounting like Liz Mason. At High Rock Accounting, Liz was one of the first to move her clients into the cloud, creating solutions designed to make their numbers correct from the moment they’re entered - not when they’re fixed…
007: How to Raise Capital & Take Your Business to the Next Level
Jan 12, 2018 • 55 min
At some point in their history, virtually every successful company has needed to raise money—and there are now more ways than ever to do it. Do you rely on your friends and family? Do you bring in outside investors? If so, who? Are you looking for an…
006: What Tax Reform Means For You and Your Business
Dec 30, 2017 • 48 min
To help you navigate the sweeping changes to the tax code as we gear up for 2018, Jeffrey Levine, CEO and Director of Financial Planning at Blueprint Wealth Alliance, joins me on the podcast after appearances on CNBC and CBS to talk about key takeaways…
005: Why Intellectual Property Law Matters to Your Business—and How to Use It
Dec 21, 2017 • 55 min
Intellectual property law can be scary – but it doesn’t have to be. In fact, just a few hours of an expert’s time can protect you from costly legal headaches down the line, and no one knows this better than Suzann Moskowitz, Founder of The Moskowitz Firm…
004: How to Get Your Website Noticed—A Digital Marketing Strategy to Rank on Google and Position Yourself as an Industry Leader!
Dec 7, 2017 • 57 min
Why is it that some websites rank on page #1 of Google, while others fail to get attention and attract an ideal audience? The biggest digital marketing mistakes entrepreneurs are making and how you can avoid and/or fix them! A 6-part SEO framework to…
003: Technology Solutions for Your Business
Dec 7, 2017 • 19 min
There’s no question that technology has the ability to help us create solutions that improve how we operate and do business. What you’ll learn: *The exact tools that we’ve used to improve company workflow and take our business to that next level. *What…
002: How to Recruit Employees and Build a Powerhouse Company Culture
Dec 6, 2017 • 60 min
As an entrepreneur, you can’t do it on your own. You need a skilled team. One that will free you up from wearing a million different hats and can give you the support to finally focus on scaling your business. But how do you hire employees that can take…
001: Welcome to Your Wealth & Beyond
Dec 6, 2017 • 24 min
I started this podcast as a way to empower YOU, the entrepreneur, with the insight and information you need to effectively manage and control your personal and professional finances. I’ll be interviewing leading industry experts and entrepreneurs, who not…