I commentated for national media for 6 years - here's what I learned and why I left.
Are you unknowingly leaking thousands or even millions of dollars to taxes? Here are areas where high-income earners and wealthy investors lose money unnecessarily, and how to fix it.
The largest transfer of wealth in history is happening right now: $84 trillion is moving from one generation to the next. What does this shift mean for families preparing to transfer wealth and those about to inherit?There are ways to plan ahead, create healthy family conversations around money, and avoid the mistakes that cause wealth to evaporate across generations. This discussion provides actionable insight from decades of helping high-net-worth families.
What separates the ultra-wealthy from everyone else? After decades of working with high-net-worth families, we’ve seen consistent patterns in how they build, protect, and grow wealth. In this episode, we break down the 5 key habits of wealthy families, and the same roadmap you can use to shift your financial mindset and strategy.Visit us and discover premium wealth management strategies at https://leanonthewall.com/Powered by Wall Private WealthThe content provided in this podcast is for informational and educational purposes only and should not be construed as financial, investment.
The investments a 20 year old makes should not be the same as those a 60 year old makes! Today we talk about how investments should differ depending on where you are in your financial journey.
In this episode, we talk about how to leverage banks to build real wealth. Joined by Chris Molina of Molina Mortgage Advisors, we discuss what are some things people do wrong, and how can you do it the right way? Should you really wait for interest rates to come down, or is there some opportunity in acting when others aren't?
We’re breaking down how the wealthy legally pay less in taxes than most people, and how you can too. In this episode, we walk through strategies like cost segregation, advanced depreciation, the Augusta Rule, tax-efficient donations, and converting W2 income into 1099 to unlock serious deductions.These are the moves we’ve seen smart investors use to build real wealth and keep more of what they earn. All of these ideas can help reduce tax burden, increase cash flow, and give you more control over your financial future.
What's really happening behind the headlines? How will the economy be affected by tariffs and trade wars, oil spikes, interest rate confusion, and AI infrastructure? And how could Operation Stargate, the $500 billion AI project, reshape the global economy?Joined by Dalton Helvey, Senior Portfolio Manager at U.S. Private Wealth and Wall Private Wealth, we unpack what’s really driving today’s markets. Interest rates are holding steady, Palantir’s making headlines, and global supply chains are shifting fast. We explore how investors are thinking about crypto, defense, AI, and where smart capital is flowing in this new economic landscape.
Israel just launched one of the largest direct strikes on Iran in decades, targeting key nuclear and missile infrastructure in a move aimed at protecting not only its national security, but regional and global stability.We talk about what happened, why it happened, and how it’s already sending shockwaves through U.S. markets. From surging oil prices to volatility in equities and safe-haven assets like gold and Treasuries, this conflict is far more than a foreign headline. Watch to learn what to do, what not to do, and how to protect your money in uncertain times.
What does it look like to live by conviction in a world that rewards compliance? In this episode, we sit down with Susan Malzoni, an entrepreneur, wellness advocate, and friend of Robert F. Kennedy Jr. Susan has spent her life asking hard questions, making unconventional choices, and standing by her belief that true health comes from understanding your body, not blindly following a script.This conversation goes deep into why society has grown hostile toward people who are simply healthy. We explore how the medical system marginalizes those who challenge it, why health needs to be personalized and not one-size-fits-all, and how Susan has helped connect families across the country who feel silenced, dismissed, or pressured to conform. It’s all part of what she calls the “Make America Healthy Again” mission - a growing network of people standing for informed wellness, personal choice, and truth.If you’ve ever felt like questioning the system makes you an outsider, this episode is for you. Susan’s story isn’t just about health, but about freedom, courage, and community. **This conversation features personal opinions about health choices. These are individual perspectives and should not be taken as medical advice.
Get our FREE Financial Alphabet - 24 Terms Every Investor Should Know: subscribepage.io/BQum28What does it take to turn tragedy into triumph and build a real estate empire from nothing? Vic Baklayan’s story is one of unshakable determination, faith, and a journey that defied the odds.From his family's store being burned down in Lebanon to his early years as an immigrant trying to navigate a new life in America, Vic’s story is far from typical. He shares how he turned financial setbacks into stepping stones and used his faith to overcome challenges that would have stopped most in their tracks. It’s a powerful reminder that success isn't just about what you achieve, but who you become along the way.Through sheer hustle and a deep belief that God was guiding him, Vic turned a series of setbacks into opportunities, and today, he’s a successful real estate entrepreneur. Today we talk about how faith and resilience can equip you to face life's hardest moments and emerge even stronger.
Too many people wake up later in life and realize they’ve spent years chasing dreams that weren’t even theirs. In this episode of The Invest Well Show, we’re diving into how to stop wasting your time, energy, and money on distractions, and start investing in what you were truly designed to do. This episode is a wake-up call to realign your life around purpose, not pressure. Are you going to say "I'm glad I did"—or "I wish I had"? Let’s make sure it’s the former.
An Incredible Story of Restoration in Business, Health, Family, Mind, & Spirit.