Category: Financial Planning
Blog
Ep. 108: How A Wealth Team Beats The Tax Return Mindset with Ashley Sowers
If taxes are your biggest lifetime expense, why leave them to a once-a-year scramble? We zoom out and redesign how you plan, using strategies that compound savings over decades while improving cash flow and control today. With Ashley Sowers back in the studio, we explore how a wealth team sees the full picture—your goals, assets, timelines, and family dynamics—and turns today’s tax incentives into clear, defensible moves that simplify your life. We reframe the goal: stop chasing zero tax and start paying a fair, predictable rate when it buys freedom. Ashley explains why extended individual brackets and a high standard...read the full article
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Ep. 107: From Building A $3.5B Firm To Redefining A Life Well Lived with Scott Danner
What if the real competitive edge in wealth management isn’t alpha, but alignment—of money with meaning, and business with a life you actually want? Scott Ford sits down with Scott Danner to unpack how a door-knocking advisor grew Freedom Street Partners into a$3.5B firm, partnered to scale even further, and built a framework for living that keeps ego in check and energy on purpose. We dig into L.I.F.E.—Love, Impact, Faith, Energy—a simple, powerful compass for making decisions when life tilts out of balance. Love anchors the people who matter most. Impact moves beyond job titles into service and legacy. Faith...read the full article
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Ep. 105: Taxes Made Simple For High Earners with Rob Cook
Stop letting your tax return tell the only story about your money. We invited Rob Cook—CPA, CFP, and seasoned advisor to executives, athletes, and families—to break down how real tax strategy starts with who you are, where you want to go, and the few moves that actually change your outcome. Instead of chasing every trick on the internet, Rob shows why stacking “base hits” creates immediate savings and flexibility, and how to choose one or two “home runs” that fit your strengths. We talk through the crucial difference between a historian CPA who files forms and a strategic partner who...read the full article
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Ep. 103: Designing a Sale: Value, Timing, and Terms with Brian Goodhart
Ever wonder why some founders exit with clarity and calm while others get trapped by their own success? We sit down with M&A advisor Brian Goodhart of Capstone Strategic to unpack the real mechanics of selling a mid-market business—what buyers actually value, how timing and structure shape outcomes, and why “someday” is a dangerously vague plan. If your company is your largest asset, this conversation helps you protect it. We go deep on the difference between owning a job and owning a transferable business, the quiet power of clean financials, and building a leadership bench that can run without you....read the full article
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Ep. 98: Challenging Traditional Retirement Timelines and Living Your Best Life Today with Derek Coburn
What if everything you’ve been told about retirement planning is fundamentally wrong? What if focusing on an arbitrary retirement age is actually preventing you from living your best life right now? In this eye-opening conversation, Scott Ford welcomes Derek Coburn, USA Today bestselling author of “Let’s Retire Retirement,” who shares a revolutionary financial perspective that could transform how you balance present enjoyment with future security. Through his “Tale of Two Tonys,” Derek reveals a shocking mathematical reality: extending your working life by just 10 years could reduce your required monthly savings by up to 96%. This isn’t about working forever—it’s...read the full article
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Ep. 95: Uncovering the Rembrandt in Your Business Attic: A Conversation with Rob Follows
Rob Follows, founder and chairman of STS Capital, shares his expertise on helping business owners achieve maximum value when selling their companies by targeting strategic buyers rather than financial buyers. His passion stems from his own experience selling a business for 27 times EBITDA, only to later discover the buyer had valued it at 100 times EBITDA. • The concept of “Rembrandts in the attic” – identifying hidden value that strategic buyers can leverage more effectively than current owners • How STS Capital helps business owners sell directly to strategic buyers for 2-3 times what financial buyers typically offer...read the full article
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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. 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 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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