Author archives for Erica Shaw
Blog
Ep. 94: Capital Preservation: Navigating Wealth in Uncertain Times with Ken Grewal
What happens to your wealth when traditional investment models no longer work? Ken Grewal, Co-founder and CEO of Forthlane, joins Scott to reveal what institutional investors are secretly worried about—and how they’re positioning their portfolios in response. The conversation takes a fascinating historical turn as Ken explains why we may be experiencing a modern version of 1970s economics, where bonds delivered negative real returns while real assets thrived. “If your equity is up 7% and you give half back to the government, you have 3.5%. If inflation is 5%, you actually lost purchasing power,” Ken warns, highlighting why conventional...read the full article
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Ep. 93: Income Roundtable with Carson Wealth, TN Wealth Advisors, Jake Stone & Jeremy Day
Have you ever worried about where your paycheck will come from after retirement? That’s the anxiety we tackle head-on in this illuminating discussion about creating reliable income streams for your post-working years. The income bucket represents the critical middle ground between emergency savings and growth investments in our three-bucket strategy. It’s what transforms abstract financial plans (what we call “pie in the sky”) into dependable monthly income you can count on (“pie on the table”). Our wealth advisors Jake Stone and Jeremy Day break down why having approximately 10 years of expenses set aside in properly structured income-generating investments...read the full article
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Ep. 92: Joey Klein, His Journey from Self-Destruction to Self-Mastery
Joey Klein, transformation expert and founder of Inner Matrix Systems, takes us on a journey that redefines wealth as wellbeing—a state of inner peace regardless of external circumstances. After surviving a near-death experience at 19 that jolted him from a self-destructive lifestyle, Joey embarked on a quest for authentic fulfillment. This path led him through Eastern wisdom traditions, intensive meditation training, and deep study of the nervous system’s role in our emotional experience. The insights gained along this journey formed the foundation of Inner Matrix Systems, which has now trained nearly 90,000 people worldwide. Joey reveals the fundamental flaw...read the full article
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Ep. 91: Health as the Ultimate Wealth with Lisa Brooking, CEO of Healthcode Medical
What good is financial wealth if you don’t have the health to enjoy it? That’s the question at the center of my eye-opening conversation with Lisa Brooking, CEO of Healthcode Medical. With her background as a critical care nurse and elite marathon runner, Lisa is transforming how we think about health—from reactive “sick care” to proactive wellness optimization. Lisa shares how traditional medicine often waits for symptoms to appear before acting, missing the chance to prevent disease altogether. At Healthcode Medical, her team treats health as a vital asset class, applying strategies similar to wealth management: early detection, ongoing...read the full article
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Ep. 90: Shattering Money Myths: How the Rich Build Wealth Differently with Stephanie Walters
Stephanie Walter, CEO of Erbe Wealth, reveals how the affluent approach money differently and shares actionable wealth-building strategies that challenge conventional financial wisdom. We uncover the myths that keep most people from building true wealth and explore why cashflow and control are the ultimate financial goals. • The wealthy utilize money actively rather than just accumulating it • Most Americans don’t realize they’re paying 2-3% in hidden 401(k) fees that devastate returns • Tax diversification is critical with tax-free buckets ideally being your largest asset pool • Premium-financed life insurance offers tax-free growth with market upside protection • Wealthy...read the full article
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Ep. 89: Dream Work as Therapy – How Your Subconscious Guides Healing with Len Worley
Over the last thirty years, I have worked as a psychologist, marriage and family therapist, Rolfing bodyworker, and dream researcher and mentor. I obtained my Ph.D. in Counseling Psychology from Florida State University in 1981. I currently spend most of my time writing and creating films to inspire and educate about the wisdom available in dreams. I also mentor those who wish to master the skills of dreamwork, devoting a few hours each week to online consultations for individuals and small groups. Along with dreamwork, I offer guidance for those wishing to solve a life conundrum or simply get...read the full article
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Ep. 88: The Be-Do-Have Strategy – Unlocking Your True Financial Potential with David Olcott
David C. Olcott is founder, president and CEO of Samurai Success, Inc., an international executive, organizational and personal coaching firm headquartered in Denver, CO. Throughout his more than 35 years of professional coaching experience, David has worked with numerous individuals, organizations and companies throughout the United States and Hong Kong. His coaching focuses on developing strategies and structures that provide for sustainable growth and productivity. Even during the direst of economic times such as in the aftermath of 9/11 and in the 2008 financial and 2020 COVID crisis, Samurai Success clientele have enjoyed record growth by following his proven...read the full article
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Ep. 87: Smart Selling Strategies with Coach Dan Gordon
Unlocking the path to personal and financial success often requires diving deep into our past. In this engaging episode of the Way to Wealth, we’re joined by the dynamic Coach Dan Gordon, who shares his rollercoaster journey from the brink of bankruptcy to thriving as an entrepreneur. Through storytelling and insightful commentary, we uncover how childhood trauma shapes our experiences, sparking a lively discussion on the importance of self-reflection and emotional health in entrepreneurship. Dan opens up about the lessons learned from losing his marketing company, emphasizing the critical importance of being true to oneself and aligning business endeavors...read the full article
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Ep 86: Health, Wealth, and Wisdom: The Journey to Fulfillment with Dr. Mikhail Kogan
Unlocking the secrets of health and well-being inspires our conversation around healthy aging. We discuss how health ties into financial wealth and personal fulfillment, emphasizing the importance of functional medicine. Dr. Kogan shares insight from his medical journey and how it shapes his current practice. • Importance of understanding the relationship between health and wealth • Functional medicine as a pathway to better living • Personal health journeys and their impact on professional choices • Exploring misconceptions surrounding biohacking and modern medicine • The mental and emotional factors that contribute to healthy aging • Why passion plays a key...read the full article
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Ep 85: Insurance Maximization with Eric Michalski and Darron Miller
Unlock the secrets to smarter financial decisions as Darren Miller from Foundations Insurance and Eric McCoskey from our Atlanta office join the Way to Wealth podcast to redefine the role of insurance in wealth management. Say goodbye to the outdated notion that lower premiums equate to better value. Discover how understanding your true insurable interest and exposure can lead to more comprehensive protection strategies that not only safeguard but also enhance your wealth. Explore the intricate relationship between wealth strategy and property and casualty insurance, where focusing solely on cost can lead to costly mistakes. We discuss the power...read the full article
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