Category: Financial Planning
Blog
Ep. 116: The Five Capitals Of Family Wealth with Keith Whitaker
Money can fund a great life, but it cannot tell your family what a great life is. That’s why I sat down with Keith Whitaker, president and founding managing director of Wise Counsel Research, to talk about the qualitative side of wealth: the human factors that determine whether financial success becomes a blessing or a burden for the rising generation. We unpack Keith’s research with rare multigenerational families who successfully pass major wealth or operating businesses beyond the third generation, then translate the findings into a practical framework you can use right away. You’ll hear the five forms of non-financial...read the full article
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Ep. 115: Bitcoin Without The Hype – A Clarifying Conversation with Tyrone Ross Jr.
Bitcoin has a weird talent for sounding complicated even when the core idea is simple: moving value from one person to another without asking permission. We bring on Tyrone Ross Jr., CEO and co-founder of Turnqey Labs and principal of 401k Financial, to strip away the hype and explain what’s really happening when you buy, hold, or send Bitcoin. His own “aha” moment comes from a five-minute demo that still feels like magic: a wallet download, a quick transfer, and a new way to think about money for anyone who has ever been underserved by traditional banking. We walk through...read the full article
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Ep 113: Money Narratives That Shape Your Life And Work with Ben Laws
Money gets treated like a scoreboard, but it usually starts as a story. Ben Laws and I dig into the early moments that shape how we think about wealth, from childhood lessons about fairness and scarcity to the subtle ways comparison rewires our sense of “enough.” If you have ever hit a financial milestone and felt strangely unchanged, we name why: money is not a destination, it is a capability multiplier. It makes you more of what you already are, for better or worse. Then the conversation goes somewhere most investing podcasts never go. Ben shares the story of his...read the full article
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Ep. 111: Exit Your Business Smarter, a Conversation with Chad Williams
We talk with business law attorney Chad Williams about what really drives founders to sell and how to prepare before the first serious offer shows up. We dig into why the headline price can be misleading, how to protect your leverage, and what planning looks like after the wire hits. reasons founders exit, from succession gaps to market pressure and burnout why taking chips off the table can restore confidence and reduce risk building a company to sell, and starting exit planning earlier than feels necessary the uneven playing field between experienced buyers and first-time sellers what an LOI really...read the full article
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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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