
Episode 21: Strategies for Entrepreneurs PT 1: Expanding your Business Portfolio
As a successful entrepreneur, you're passionate about your growing business, but that drive to succeed and laser focus can leave you under-diversified and hinder your long-term objectives. This week w...
29 Heinä 202129min

Episode 20: Approaching Retirement, Prepare for Landing
Retirement is an exciting, but foreign destination. Let us be your guide. We help navigate some of the most common fears and doubts to help you prepare financially & emotionally for your journey. You...
1 Heinä 202145min

Episode 19: Crypto Inflation
The numbers are all over the place and the narratives are even more complicated, so what’s the real story with inflation? This week we discuss rising inflation, the current macro environment, and the ...
27 Touko 202135min

Episode 17: Raising Money Smart Children
This week our host Josh Rudd explores some practical ideas to help parents & and grandparents create meaningful family habits and promote personal financial success for generations to come. Let's star...
23 Helmi 202136min

Episode 16: Planning to Win
This week we're joined by our friend & community leader, Coach Jeromy Flowers to discuss setting goals, overcoming challenges, and the pursuit of success. NOW IS THE TIME. MAKE THIS YOUR YEAR.
19 Tammi 202123min

Episode 15: Unconventional Assets PT.2 - Driving Opportunities in Classic Investments
In part two of this series, we're joined by our friend & classic car connoisseur for a closer look at cars as an asset class. We also discuss the current market conditions and cover your end of year f...
10 Joulu 202035min

Episode 14: Politics, Policies & Portfolios
In this week's post-election podcast we discuss how political dynamics influence investors and what to expect in economic, tax, and investment policy. We navigate through noise & speculation to find t...
19 Marras 202024min

Episode 13: Unconventional Assets - Is Fine Art A Fine Investment?
In part one of the Unconventional Asset Series we discuss investing in fine art with a local expert. Art can do more than brighten a living space, But will art investments really earn you a profit? We...
13 Loka 202037min



















