I migliori Grow Wealth podcast (2025)

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53 | 2025 Tough Love Money Conversation You Need to Hear 5:25

6d ago5:25

5:25

Get ready for a no-holds-barred conversation that'll shake up your financial comfort zone. We're uncovering what’s at the heart of what's holding you back and lighting a fire under your dreams for 2025. Get ready to confront some uncomfortable truths and discover what truly drives you. This isn't just another pep talk – it's your wake-up call to st…

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Episode 142: The How of Happiness: Cultivating Optimism 11:36

4d ago11:36

11:36

In the book, The How of Happiness, Dr. Sonja Lynbomirsky outlines 12 activities to increase overall happiness by shifting one's baseline. For 2025, each month will have an episode that talks about activities that can help increase happiness by adjusting that baseline upwards. This month’s episode is about cultivating optimism. Tune in to learn abou…

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Episode 141: Pump and Dump Schemes and Short Squeezes: The Hidden Dangers of Individual Stock Investing 15:02

11d ago15:02

15:02

Have you ever heard of a hot stock tip and debated if you should jump on it? Or been invited to join a group where they discuss promising stocks? If so, you want to avoid finding yourself in a pump an dump scheme. It can be tempting to seek out quick riches but it can leave you with sizeable losses. In this episode, I review what are pump and dump …

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52 | An Underused Strategy That Can Slash Your Debt Faster 8:12

15d ago8:12

8:12

Today, I'm sharing a debt reduction strategy that could be a game-changer for your personal finance, debt-reduction journey. We've all experienced monthly payments that seem like an endless financial burden preventing us from reaching our goals. As someone passionate about helping you optimize your budgeting and money management, I've been where ma…

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Episode 140: The Costs of Buying and Owning a Home (Why You May Want to Keep Renting) 21:40

18d ago21:40

21:40

For many people, the largest amount of money spent in a single purchase is buying real estate. The average home price in the United States is around $420,000 in 2024. In high cost of living areas, the average single-family house can be over $1 million dollars. There are people who think that rent is throwing away money, and if a mortgage is less th…

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51 | The Secret Visual Tool That Could Supercharge Your 2025 Finances 9:17

21d ago9:17

9:17

In this episode, I want to share a practical strategy that could help you approach your financial goals more effectively. We've all experienced the challenge of setting ambitious targets at the start of the year, only to see them gradually lose momentum. I've been there and I understand how frustrating it can be to feel like you're not making meani…

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Episode 139: New IRS Updates for 2025 8:26

25d ago8:26

8:26

This episode discusses the adjustment in tax brackets and changes in contribution limits for tax advantaged accounts for 2025. Marginal Tax Rates for 2025 37% for single taxpayers with incomes over $626,350 and $751,600 for married couples filing jointly 35% for incomes over $250,525 and $501,050 for married couples filing jointly 32% for incomes o…

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Episode 138: The How of Happiness Expressing Gratitude 11:20

1M ago11:20

11:20

In Episode 131: Escaping the Hedonic Treadmill, we learned that hedonic adaptation is the tendency to return to a relatively stable level of happiness. People tend to have a baseline or set point level of happiness (or unhappiness) that hey return to. There are ways to adjust that baseline. In the book, The How of Happiness, Dr. Sonja Lynbomirsky o…

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50 | Day 5/5 Kickstart Financial Freedom 2025: Rewrite Your Financial Story 7:50

1M ago7:50

7:50

Welcome to the grand finale of our exhilarating 5-day journey, "Kickstart Financial Freedom 2025." As we wrap up this transformative series, we're diving into a topic that's close to everyone's heart: shaping our financial destiny. In today's episode, we'll uncover powerful techniques to optimize your money goals. This episode is your gateway to tr…

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49 | Day 4/5 Kickstart Financial Freedom 2025: Best Debt Elimination Strategy 6:29

1M ago6:29

6:29

Are you ready to revolutionize your approach to debt and pave the way for true financial freedom? Welcome to Day 4 of our exhilarating 5-day series, "Kickstart Financial Freedom 2025." Today we're tackling the cornerstone of debt elimination - the most effective paydown method. Whether you're drowning in credit card debt, grappling with student loa…

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Episode 137: Flexible Spending and Heathcare Savings Accounts 16:27

1M ago16:27

16:27

Flexible Spending and Heath Care Savings Accounts are both ways to pay for your medical expenses with pre-tax money. Anytime you can use pretax money to pay for anything, you are getting generally getting a 22% discount or more depending on your tax bracket. Flexible Spending Accounts (FSA) are benefits that may be provided by your Employer. Not al…

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48 | Day 3/5 Kickstart Financial Freedom 2025: The Silent Wealth Killer 5:14

1M ago5:14

5:14

🔥 Are you READY to transform your financial future and break free from the chains of debt? This isn't just another podcast episode - this is your personal FINANCIAL BREAKTHROUGH! In today's high-stakes financial landscape, interest isn't just a number - it's a silent wealth killer that can derail your dreams. Join host Shanalei as she exposes the h…

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47 | Day 2/5 Kickstart Financial Freedom 2025: Your Debt Decoder 6:34

1M ago6:34

6:34

Are you READY to transform your financial future and create REAL financial freedom? This isn't just another podcast episode - this is your personal FINANCIAL BREAKTHROUGH! 2025 is the year you take back control, decode your financial challenges, and create unstoppable momentum! This is Day 2 of our 5-day series, "Kickstart Financial Freedom 2025." …

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46 | Day 1/5 Kickstart Financial Freedom 2025: Start Your Debt Domino 9:13

1M ago9:13

9:13

Are you READY to DEMOLISH your debt and create REAL financial freedom? This isn't just another podcast episode - this is your FINANCIAL REVOLUTION! And 2025 is your year! In this episode of "Debt-Free Momentum" we are kicking off the first day of our 5-day series called "Kickstart Financial Freedom 2025." Today, we are going to discover where it al…

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Episode 136: New Year Resolutions, Goal Setting, and Reaching Those Goals 18:25

2M ago18:25

18:25

The roots of making New Year Resolutions can be traced to Ancient Babylonia and well as Roman traditions. It’s still something many people do today. However, many people who make New Year Resolutions don’t end up keeping them. In this episode, I talk about goal setting an what can help you to accomplish those goals. I am also happy to announce that…

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Episode 135: When it Feels Hard to Spend Money 13:30

2M ago13:30

13:30

Some of us are spenders while some of us are savers. Personally, I’m a saver. I like to always have a money cushion. The idea of living paycheck to paycheck freaks me out. I like to get good value and prefer to buy any big-ticket items on sale. That being said, I do like nice things and spend a lot on experiences/travel. It can be hard for me to bu…

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Episode 134: Overcoming Money Scarcity With Income Fluctuation with Dr Amy Vertrees 42:43

2M ago42:43

42:43

Amy Vertrees, MD is a board-certified general surgeon, Army veteran, certified coach, author and founder of the BOSS Business of Surgery Series. She served 17 years in the Army, reaching the rank of lieutenant colonel, and deploying 3 times to Afghanistan and Iraq as a general surgeon. After leaving the military, she was an employed surgeon then cr…

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Episode 133: What To Do With Your Retirement Accounts When You Leave a Job 18:19

2M ago18:19

18:19

Most physicians will change where they work at least once during their career. Some estimates are as high as 70% of physicians leaving their first job within 2 years. If you have been at a job for a while, hopefully you have an employer sponsored retirement account like a 401(K) or 403(b). Your may also have a 457 plan. This episode discusses the o…

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184. The future of this podcast 5:14

2M ago5:14

5:14

An update on what's coming up in 2025.How to invest in the Trump economy (webinar): https://streamyard.com/watch/vgmee4YE2rAUFollow Aspen FundsLinkedIn: https://www.linkedin.com/company/aspen-funds/ ⁠⁠Instagram: https://www.instagram.com/aspenfunds/ Facebook: https://www.facebook.com/aspenfunds/

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Episode 132: End of the year tax tips that you must complete by Dec 31 9:58

2M ago9:58

9:58

While filing taxes may still feel like a long time away, December is the time to strategize what you can do before the end of the year to decrease your tax burden. In this episode, I review actions you may want to consider to decrease your tax bill. Maxing out your employee contributions to your employer sponsored retirement accounts, your 401K or …

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Episode 131: Escaping the Hedonic Treadmill 15:47

3M ago15:47

15:47

Hedonic adaptation is the tendency to return to a relatively stable level of happiness. Good things happen and we may be happy but over time, we return to our baseline of happiness. Bad things happen and we may be upset, sad, or angry but over time, we return to our baseline of happiness. If that’s the case, are we stuck where we are? In this episo…

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Episode 130: The Power of Saying No and Making a Decision 10:36

3M ago10:36

10:36

Many people have a hard time saying no and this can affect multiple areas of life related to and not related to money. In this episode, I talk about reasons we may not be saying no as often as we should and how to get more comfortable saying no. Please subscribe and leave a review on your favorite Podcasting platform. If you want to start your path…

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183. Can Roth IRAs and S Corporations Help You Build Tax-Free Wealth? 38:21

3M ago38:21

38:21

Mark Kohler and Ben Fraser discuss tax strategies, asset protection, and the political landscape's impact on small businesses. They also touch on efficient business structures like the S corporation, the importance of revocable living trusts in estate planning, and the power of Roth IRAs for building tax-free wealth. Mark is the founder and board m…

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Episode 129: Investing in Individual Real Estate Syndications vs Real Estate Funds 13:32

3M ago13:32

13:32

Many people are interested in investing in real estate but don’t want the hassle or headaches of being a landlord. This week’s episode talks about how accredited investors can invest passively in real estate syndications or real estate funds. It explains what a real estate syndication represents and compares investing in individual real estate synd…

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182. What Are Today’s Best Opportunities in Multifamily Real Estate and Private Credit? 36:35

3M ago36:35

36:35

Steven Pesavento, Principal at Von Finch Capital, shares his journey in real estate, emphasizing mindset, financial strategy, and self-investment. We explore current market opportunities in multifamily real estate and private credit amidst economic shifts. This podcast is sponsored by Aspen Funds. Alternative investments in Private Credit, Industri…

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Episode 128: Keeping Your Investing Simple: The One Fund or Three Fund Portfolio 20:55

3M ago20:55

20:55

I know everyone does love learning about finances and investing. Some people just want to know what they should invest in. In this episode, I talk about mutual funds that are one stop shopping where a single fun could meet your investment goal as well as putting together a diversified portfolio with three or four different funds. Recommended funds …

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45 | Struggle with budgeting? Maybe it’s not about how much money you make. 18:51

3M ago18:51

18:51

Do you feel like your financial situation remains unchanged despite having a budget, or do you struggle to stick to the budget you set? If so, today’s episode is just for you! We dive into the idea that your budgeting woes might not be directly tied to how much money you make. Instead, there could be underlying factors at play that are holding you …

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Episode 127: Mindful Spending: Rethinking Needs, Wants, and Money Choices 16:18

4M ago16:18

16:18

When it comes to planning our spending, we often what we need, what we want, and what we can afford. Sometimes, we conflate things we want as things we need but when we step back, we realize a lot of things we feel we need are really things we want. Then there are things we want that we may say we can’t afford. Paula Pant is known for saying “You c…

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181. Building Wealth and Reducing Tax Burdens feat. Brett Swarts 34:38

4M ago34:38

34:38

This conversation with Brett Swarts explores the numerous benefits of DSTs, their role in deferring capital gains taxes beyond real estate transactions, and practical examples of people who have successfully applied this strategy. This podcast is sponsored by Aspen Funds. Alternative investments in Private Credit, Industrial Real Estate, and Oil an…

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Episode 126: A Closer Look at the 403b 20:31

4M ago20:31

20:31

I have often thought of the 403b as being the non-profit version of the 401K but through recent events, I’ve learned some differences that may affect those working at non-profits. This may be especially true if your spouse is a teacher or works for a school system. I found https://403bwise.org/ to be a helpful website. They rate different 403b prov…

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Episode 125: The Gender Pay Gap 17:21

4M ago17:21

17:21

In 2022, women in the United States earn 82 cents for every dollar men earn. This has been called the Gener Wage Gap or the Gender Pay Gap. This gap appears to be potentially higher for women physicians, and persists even after controlling for age, experience, specialty and other factors. Over a simulated 40 year career, women physician are estimat…

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180. Making Homeownership Affordable feat. Frank Rohde 36:09

4M ago36:09

36:09

We discuss how Ownify's model allows first-time buyers to gradually purchase homes through fractional ownership, bypassing traditional mortgage hurdles. This podcast is sponsored by Aspen Funds. Alternative investments in Private Credit, Industrial Real Estate, and Oil and Gas: https://aspenfunds.us/ Check out our latest offering in industrial real…

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Episode 124: Your Second Job: Taking Ownership of Your Financial Future 19:30

4M ago19:30

19:30

This week’s episode comes from a talk I gave at the Women in Ophthalmology Conference. I was given the choice to speak on any financial topic as part of a financial wellness panel but with a very limited time of 8 minutes. I thought really hard about what would be the most important message I could deliver in 8 minutes and when it came down to it, …

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179. How to Maximize Real Estate Tax Benefits feat. Ryan Carriere 43:40

5M ago43:40

43:40

Ryan Carriere, co-host of the Tax Smart REI podcast and a Real Estate Tax Strategist at Hall CPA, explains the advantages and intricacies of real estate professional status and the short-term rental 'loophole,' highlighting strategies for both active and passive investors to optimize tax efficiency. This podcast is sponsored by Aspen Funds. Alterna…

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Episode 123: Financial Freedom through Entrepreneurship with Dr. Una 18:46

5M ago18:46

18:46

Dr. Nneka Unachukwu is the founder of EntreMD, a company on a mission to help 100,000 physicians build profitable 7 and 7+ figure businesses so they have the freedom to live life and practice medicine on their terms. She does this through the EntreMD Business School, the only school of its kind for physician entrepreneurs, the EntreMD podcast, a to…

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44 | Top 10 Game-Changing Budgeting Moves if Starting Over from Scratch 18:05

5M ago18:05

18:05

Today I'm sharing my Top 10 List of must-do money moves that I would do over again to transform my financial future. Whether you're just starting out or looking to course-correct, these budgeting moves can help you overcome (or avoid) debt and pave the way towards a path that’s aligned with your future goals. Remember, every small change you make t…

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178. How to Invest Like an American Dynasty: The Hilton Family Empire feat. Mark Miller 38:06

5M ago38:06

38:06

Mark Miller, President and CEO of Hilton Tax and Wealth Advisors, shares insights on the wealth management strategies employed by the ultra-wealthy, including the famous Hilton family. He explains how these strategies can be now adopted by average investors. This podcast is sponsored by Aspen Funds. Alternative investments in Private Credit, Indust…

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Episode 122: Withdrawal Methods For Retirement Beyond the 4% Rule 18:43

5M ago18:43

18:43

The 4% rule is probably the most talked about method when it comes to how to plan to withdraw from your retirement portfolio. However, when it comes to actually withdrawing from your retirement portfolio, there are a lot more options, and nuances. If you're not near retirement, why learn about these different methods now? Using different methods ca…

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177. Why You Should Self-Insure Your Business feat. Van Carlson 39:22

5M ago39:22

39:22

We discuss why you should strongly consider self-insuring your business by leveraging the often-overlooked 831(b) tax code. Van Carlson, a risk management expert with 30 years of experience and Founder of SRA 831(b) Admin. This podcast is sponsored by Aspen Funds. Alternative investments in Private Credit, Industrial Real Estate, and Oil and Gas: h…

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Episode 121: Testing Your Retirement Portfolio with Monte Carlo Simulations 18:09

5M ago18:09

18:09

No one wants their retirement portfolio to run out of money before they die. Many retirement calculators use static assumptions, like a constant growth rate or inflation rate. The stock market may have average returns of around 10% per year but in any given year, it’s rarely a 10% return. Some years it can be up 18% and other years down 10% or anyw…

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176. Democratizing Access to Flying Private Jets feat. Paul Svensen 28:33

5M ago28:33

28:33

Schedule a call with us: ⁠https://meetings.hubspot.com/mike-sullivant/ilab-speak-to-aspen-representative-⁠ Paul Svensen, CEO and Founder of UberJets, a platform designed to democratize private aviation access, explains how Uber Jets leverages advanced technology and empty-leg flights to offer a pay-as-you-fly model. This approach makes private jets…

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Episode 120: Free Online Retirement Calculators 20:32

5M ago20:32

20:32

The goal of retirement calculators is to help you answer three questions: 1. How much do I need to save and invest for retirement? 2. How much money do I need in my retirement portfolio to retire? 3. How much can I realistically expect to spend once I am retired? In this episode, I review the following free retirement calculators available online. …

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175. 2024 Financial Freedom Hacks feat. Joey Mure 33:59

5M ago33:59

33:59

Schedule a call with us: https://meetings.hubspot.com/mike-sullivant/ilab-speak-to-aspen-representative- Joey Mure, Co-Founder of Wealth Without Wall Street, discusses his journey from the corporate world to achieving financial freedom through passive income. He shares insights on the limitations of traditional investment strategies like 401(k)s an…

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Episode 119: The 4% Rule and How 4% Became the Safe Withdrawal Rate for Retirement 22:56

6M ago22:56

22:56

You may have heard that your retirement portfolio should be 25 times your spending or your income for you to retire. This is actually derived from The 4% Rule, which is the commonly held belief that you an safely withdrawal 4% from your retirement portfolio invested in stock and bonds and not run out of money before you die. In this episode, I look…

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174. Top Trends to Watch in Industrial Real Estate | Top of Mind 17:06

6M ago17:06

17:06

We have a new Industrial deal: https://app.junipersquare.com/i/aspenfunds/offering/1bdbcf6a-da16-4e65-a675-31909415300a Schedule a call with us: ⁠https://meetings.hubspot.com/mike-sullivant/ilab-speak-to-aspen-representative-⁠ Bob and Ben present compelling data from Newmark Zimmer showing significant increases in construction and job announcements…

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Episode 118: Retirement is Not an Endless Vacation 11:51

6M ago11:51

11:51

Summer vacation is coming to an end. While physicians don’t get summer vacation like students and teacher do, we may think that vacation will come when we retire. While the first few months, or even years, or retirement might feel somewhat like vacation, retirement is not an endless vacation. In this episode, I talk about Ty Bernicke, a Certified F…

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43 | Dodge the Social Media Trap: Secure Your Financial Future 16:04

6M ago16:04

16:04

In this week's candid episode, we'll talk about the social pressures that affect how we handle our money in today’s world. With social media all around us, it’s easy to feel like we need to spend money to fit in, impress friends or family, which can lead to poor financial choices. We'll highlight social pressures, discuss real-life stories, and ide…

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173. Bringing Transparency to Private Investing feat. Pat Zingarella 37:17

6M ago37:17

37:17

Schedule a call with us: https://meetings.hubspot.com/mike-sullivant/ilab-speak-to-aspen-representative- Pat Zingarella, a former corporate tech business consultant and startup advisor and Founder of Invest Clearly, recounts his transition from corporate America to entrepreneurship, inspired by his own investment challenges. He discusses the key fe…

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Episode 117: Investing vs Paying Down Debt 20:13

6M ago20:13

20:13

This episode is really targeting to those physicians who have recently finished training but will be helpful to anyone who is debating between deciding to pay down debt versus investing. There are multiple factors when it comes to figuring out the best place to put your money. When looking at whether to pay down debt, things to consider include the…

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172. Industrial Real Estate Masterclass feat. Brent Peterson | How To Find the Best Industrial Real Estate Investments 47:29

6M ago47:29

47:29

Investor, get notified first when our industrial deal launches: https://share.hsforms.com/1JdTr6KMMR0-YKumCXZEa4Adir9h This is not a commitment, just a way to give you exclusivity once we launch. This episode is a masterclass on industrial real estate with Ben Fraser, CIO of Aspen Funds and Brent Peterson, Partner at NAI Heartland. We discuss how t…

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