In this episode of Significance of Wealth, host Tom Ruggie, ChFC®, CFP®, is joined by Dr. Jenny Susser, a clinical psychologist and performance coach whose clients range from Olympic athletes to Fortune 500 CEOs. Together, they explore the intersection between athletic discipline and entrepreneurial performance — revealing what business leaders can learn from elite athletes about preparation, energy management, and sustainable success.

In this episode of Significance of Wealth, Tom Ruggie speaks with Asha Saxena, global AI strategist and author of The AI Factor, about how leaders can harness artificial intelligence responsibly to create personalization, efficiency, and long-term value in business and wealth management.

Tom Ruggie sits down with InvestmentNews’ James Burton to explore how AI, industry consolidation, and alternative investments are reshaping wealth management. The conversation also reflects on the InvestmentNews Awards, where Tom was honored as Advisor of the Year – Alternative Investments.

Jesse Craig, CEO and co-founder of Acquir.co and former PWCC executive, joins Tom Ruggie to explore the sophisticated world of high-end sports card investing as an alternative asset class. With over 15 years of industry experience, Craig reveals why premium cards from legendary athletes like Jordan, Messi, and Brady continue delivering exceptional returns even amid broader market corrections. The conversation covers the critical differences between private sales and auction house transactions, supply dynamics that drive pricing power, and the concierge services reshaping high-end collectibles markets. This episode provides essential insights for collectors, wealth managers, and investors interested in passion assets that combine personal enjoyment with strong portfolio performance.

In this episode, Jason Pueschel shares advanced tax planning strategies designed for high earners and families with significant wealth, including capital transition tools, income mitigation tactics, and overlooked tax credits. Host Tom Ruggie guides the conversation toward what truly moves the needle in reducing tax exposure—before, during, and after major liquidity events.

Brian Hughes, President of Eton Advisors and a founding contributor to the Ultra High Net Worth Institute, joins host Tom Ruggie to explore what it truly means to serve multi-generational wealth. Drawing from more than 30 years of experience advising ultra-affluent families, Brian walks through "The Ten Domains of Family Wealth” framework—a tool he helped shape to guide integrated wealth management. This episode is a deep dive into the strategic, personal, and sometimes emotional complexities that families of significant means face as they plan for continuity, stewardship, and impact across generations.

Explore how ultra-high-net-worth collectors can turn emotionally held assets into strategic tools for valuation, philanthropy, and long-term impact — with special guest Colleen Boyle, CAP® of The Fine Art Group.

In this episode, host Tom Ruggie sits down with James Burton, Global Managing Editor of InvestmentNews, to discuss Tom’s recognition on the InvestmentNews 2024 Hot List and the impact of this honor on his firm. Tom shares his approach to innovation in wealth management, the evolving landscape of direct investments, and the importance of mentoring the next generation of financial advisors. He also highlights how Destiny Wealth Partners is redefining wealth strategies by integrating alternative assets—such as collectibles—into long-term financial planning. Tune in for an insightful discussion on the future of financial advisory and the strategies shaping the industry’s next chapter.

In this episode of The Significance of Wealth, estate planning attorney Nick Guerra, Esq., LL.M. joins host Tom Ruggie to discuss advanced tax strategies, wealth protection, and the impact of upcoming estate tax changes. Learn how high-net-worth individuals can minimize tax liabilities, structure trusts effectively, and secure their legacy for future generations.

Host Tom Ruggie sits down with Joe Orlando, Executive Vice President of Sports at Heritage Auctions, to explore the world of iconic sports memorabilia, record-breaking auctions, and the strategies behind curating meaningful, high-value collections. From the $24.1M Babe Ruth jersey to disciplined collecting tactics, this episode offers rare insights for collectors passionate about preserving history and building legacies.

In this episode, asset protection attorney Hillel Presser, Esq., MBA, joins Tom Ruggie to discuss strategies for safeguarding wealth, including trust structures, avoiding common pitfalls, and proactive planning to help individuals and families manage financial risks in today’s litigious environment.

Significance of Wealth podcast host Tom Ruggie welcomes Brian Dwyer, the entrepreneurial leader of Robert Edward Auctions, to discuss his journey from small businesses to heading a premier auction house. Brian shares insights on balancing legacy with innovation, high-profile acquisitions, the future of the collectibles market, and the upcoming REA Fall Catalog Auction on November 22nd, along with tips for preserving and planning for valuable collections.

Join host Tom Ruggie, Founder & CEO of Destiny Family Office, as he sits down with Daniel Sedwick, President of Daniel Frank Sedwick Auction House, to discuss the captivating world of shipwreck coins, treasure artifacts, and rare collectibles. Learn how these historical items can serve as a unique investment strategy while connecting us to our past.

Are you truly safeguarding your wealth, or are you leaving it exposed to unexpected risks? In this episode of the Significance of Wealth, host and wealth management expert Tom Ruggie sits down with Hillel Presser, a nationally recognized asset protection attorney who has been featured on major media outlets such as Fox, NBC, and CBS. Hillel shares his expert insights on how to protect your assets from lawsuits, creditors, and unforeseen liabilities. Whether you’re an ultra-high-net-worth individual, a business owner, or someone diligently building your financial future, this conversation offers actionable strategies you can’t afford to miss.What you’ll learn:* The Fundamentals of Asset Protection: What it is, why it’s essential, and how it differs from estate planning.* Explore real-life examples of how asset protection can save millions.* Practical advice on the best time to start protecting your assets.* Misconceptions about insurance and estate planning that could cost you everything.Hillel also offers a free resource book to help listeners take the first steps in protecting their wealth. To claim this offer, follow these steps:* Visit www.assetprotectionattorneys.com* Complete the contact form located on the home page.* Mention the Significance of Wealth podcast in your message.* Hillel will send you a complimentary copy of his book to get you started on securing your assets. This episode is packed with expert advice and real-world examples that could make the difference between financial security and disaster. Tune in to discover the proactive steps you can take to ensure that the wealth you’ve worked so hard to build remains protected. The expressed views, thoughts, and opinions belong solely to the host and/or guests and are not investment recommendations or opinions issued by Destiny Wealth Partners or its affiliates. Investment advisory services are offered through Destiny Wealth Partners, LLC, an SEC Registered Investment Advisor. Destiny Wealth Partners also conducts business under the name Destiny Family Office. Destiny Family Office podcasts are the sole property of Destiny Family Office, and information provided is for informational and educational purposes only. Destiny Family Office and its affiliates are not responsible for any human or mechanical errors or omissions. Parties may not reproduce these podcasts in any form without the express written consent of Destiny Family Office. Learn more at https://destinyfamilyoffice.com/disclosures/ (%C2%A0https%3A//destinyfamilyoffice.com/disclosures/)

Welcome to the Significance of Wealth with Tom Ruggie, founder and CEO of Destiny Family Office. Join us as we explore the complex world of wealth management and strategies tailored for ultra-high-net-worth individuals. In this episode, we are joined by Christian Garrett, Principal at 137 Ventures, a growth-stage venture firm. Christian shares his insights on navigating the venture capital landscape, including discussions on private investments and alternative assets. In This Episode, We Discuss:* The investment strategies employed by 137 Ventures, including their approach to private deals involving companies such as SpaceX and Anduril.* The role of venture capital in wealth management and how 137 Ventures focuses on strategic investment opportunities.* The significance of secondary markets and founder liquidity in 137 Ventures' investment approach.* Christian Garrett’s career journey and his perspectives on business model dynamics in venture capital.* A discussion on SpaceX's potential and its place in the broader investment landscape. This episode provides an in-depth look at venture capital strategies and their potential impact on wealth management. Listen now to gain insights into the evolving world of wealth management and explore the considerations necessary for making informed investment decisions. The expressed views, thoughts, and opinions in this episode of the Significance of Wealth belong solely to the host and/or guests and are not investment recommendations or offers to buy or sell securities or private investments by Destiny Wealth Partners or its affiliates. This podcast is for informational and educational purposes only. For more information on our disclosures, we invite you to visit our website www.DestinyFamilyOffice.com (https://urldefense.proofpoint.com/v2/url?u=http-3A__www.DestinyFamilyOffice.com&d=DwMGaQ&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=H8UquIshYs_zBR_3Bj13mhHjPzcMt15kFSOj2L1s_Z4&m=fY0R7FaVjwBAEHt5-dLuZET9bwp_r_lU78TZh9cIyu6JWeOKPT8xcD8d2NTTjzJ0&s=i49_OgS-WLAN0gzlSlrjG0a8I9BC2ASaLddJ9NTTMWc&e=). 

Join Tom Ruggie in this episode of the "Significance of Wealth" podcast as he sits down with Barry Meisel, President and CEO of MeiGray Group. Dive into the fascinating world of sports memorabilia authentication with a focus on Barry's groundbreaking work in photo matching. This episode centers on the highly anticipated auction of a potentially record-breaking Babe Ruth jersey, expected to sell for upwards of $30 million. Barry shares his journey from a game-worn jersey collector in the late '70s to establishing MeiGray in 1997. Learn how photo matching, akin to fingerprint analysis, has transformed the authenticity verification process by comparing unique characteristics of memorabilia with photographic evidence. Barry explains the meticulous research and technology involved, using the Babe Ruth jersey as a prime example. Discover the historical significance, the growth of the sports collectibles industry, and the increasing value of authenticated relics. Barry also discusses the importance of partnerships with sports leagues in enhancing the credibility and desirability of these collectibles. Don't miss this deep dive into the world of sports memorabilia and the upcoming auction that could set a new record!The expressed views, thoughts, and opinions in this episode of the Significance of Wealth belong solely to the host and/or guests and are not investment recommendations or offers to buy or sell securities or private investments by Destiny Wealth Partners or its affiliates. This podcast is for informational and educational purposes only. For more information on our disclosures, we invite you to visit our website www.DestinyFamilyOffice.com.

Welcome to The Significance of Wealth with Tom Ruggie, founder and CEO of Destiny Family Office. In each episode, Tom brings you fascinating topics and guests that reflect the independent thinking and tailored strategies he employs with his multifamily office clients. Together, we explore the evolving landscape of wealth management and ultra-high-net-worth investing, shedding light on alternative and private investments, and delving into the world of collecting as both a passion and an investment strategy.In today's episode, we're honored to welcome Dr. Matt Leavitt, executive chairman and founder of Advanced Dermatology and Cosmetic Surgery. Dr. Leavitt is a nationally and internationally recognized physician, surgeon, educator, and humanitarian. We'll journey through his illustrious career, from his early days to his visionary approach to building successful medical empires.Key Points Covered:* Early Vision and Growth: Discover how Dr. Leavitt grew his practices from scratch into some of the largest in the world.* Patient-Centered Philosophy: Learn about Dr. Leavitt’s patient-first approach and how it has driven his success.* Hair Restoration Passion: Explore Dr. Leavitt's personal and professional passion for hair restoration, including his own experiences.* Legacy and Family: Hear about the role of family in Dr. Leavitt's career, including his children’s involvement in the business.* New Ventures: Get insights into Dr. Leavitt's latest projects, including Leavitt Health Care Advisors and Restore Biologics.* Technological Advances: Understand the cutting-edge technologies and scientific advancements that are shaping the future of healthcare and hair health.Practical Benefits:* Inspiration and Motivation: Be inspired by Dr. Leavitt's journey from humble beginnings to industry leadership.* Expert Insights: Gain valuable insights into the medical field, business growth strategies, and patient care.* Practical Advice: Learn actionable tips on health, wellness, and leveraging new technologies for better outcomes.Don't miss this enriching conversation that may transform the way you define the significance of wealth and success. Tune in now to The Significance of Wealth with Tom Ruggie for a deep dive into the dynamic world of wealth management, healthcare innovations, and much more.The expressed views, thoughts, and opinions in this episode of The Significance of Wealth belong solely to the host and/or guests and are not investment recommendations or offers to buy or sell securities or private investments by Destiny Wealth Partners or its affiliates. This podcast is for informational and educational purposes only. For more information on our disclosures, we invite you to visit our website www.DestinyFamilyOffice.com (https://publish.blubrry.com/s-3713873/episodes/e-132574359/edit/www.DestinyFamilyOffice.com). 

In this exclusive episode commemorating the highly anticipated baseball documentary "The Diamond King," Tom welcomes two extraordinary guests: Legendary Baseball Hall of Fame artist, Dick Perez, and esteemed filmmaker and director of the documentary, Marq Evans.

Buckle up for an exhilarating ride through the world of exotic car collecting with Tom Ruggie, the host of "Significance of Wealth" podcast, as he sits down with Joe Sabatini, the President of Festivals of Speed. In this episode, Tom and Joe delve into the heart of passion, prestige, and philanthropy that drives the exotic car collecting community. Here's what you can expect: Discover the captivating origin story of Festivals of Speed and how it evolved from a small gathering to the ultimate luxury showcase for exotic and classic cars, motorcycles, boats, and more.* Explore the diverse landscape of car collectors, from enthusiasts with a single cherished vehicle to apex collectors with impressive hundred-car collections.* Uncover the powerful role of nostalgia in driving collectors' passions, as they seek to fulfill childhood dreams and relive cherished memories through their automotive treasures.* Gain insights into the investment aspect of exotic car collecting and the delicate balance between passion and profit.* Learn about the importance of succession planning and charitable contributions in preserving and leveraging the legacy of exotic car collections for future generations. Join Tom and Joe as they rev up the engines and take you on a thrilling journey through the fascinating world of exotic car collecting. Whether you're a seasoned collector or an aspiring enthusiast, this episode promises to ignite your passion and inspire you to explore the significance of wealth beyond mere monetary value. Get ready to shift into high gear and tune in to "Passion, Prestige, and Philanthropy: The High-Revving World of Exotic Car Collecting" on the Significance of Wealth podcast. Are you a collector? Our Collectibles Scorecard examines your current position and your desired goals in crucial areas of collecting: acquiring, preserving, cataloging, insuring, valuing, and ultimately passing on your cherished items. By completing this scorecard, you'll gain invaluable insights to safeguard yourself, your collection, and your loved ones. It will highlight areas needing attention, empowering you to take actionable steps alongside your trusted advisors, enhancing your peace of mind. https://destinyfamilyoffice.com/collectibles-scorecard/ (https://destinyfamilyoffice.com/collectibles-scorecard/) To learn more about Festivals of Speed, please visit www.festivalsofspeed.com. (www.festivalsofspeed.com.) The expressed views, thoughts, and opinions in this episode of The Significance of Wealth belong solely to the host and/or guests and are not investment recommendations or offers to buy or sell securities or private investments by Destiny Wealth Partners or its affiliates. This podcast is for informational and educational purposes only. Depending on the alternative fund discussed, you must be either an Accredited Investor or above. An Accredited Investor as defined is $1 Million dollars of investment net worth exclusive of primary residence. Or a Qualified Purchaser as defined as being $5 Million dollars of investment net worth exclusive of primary residence. For more information about the Destiny Funds, eligibility, or our disclosures, please visit our website at www.DestinyFamilyOffice.com (www.DestinyFamilyOffice.com).

Welcome to another episode of the Significance of Wealth podcast with your host, Tom Ruggie, founder and CEO of Destiny Family Office. In this episode, Tom sits down with Jeff Chang, president of CBOE Vest, to explore the intricate world of target outcome funds and how they’re providing investment solutions that focus on the potential for growth while limiting downside losses.