Wealth Preservation Podcast

By Josh Saunders and Mark Seither

Everyone has failed. Everyone has made mistakes. Exceptional individuals who exude stoicism are FULL of insight as to what they should have done differently to further their career beyond where it is today. But where do you find these titans of industry who dominate their field year after year? Right here. On the Wealth Preservation Podcast, we interview entrepreneurs with impressive stories, and accomplished advising counselors who provide innovative strategies that push their clients to the next level - creating a “cliff notes” outline to advanced strategies that may just be applicable to your industry. So, buckle up! We hope you enjoy and learn, because we truly believe that if you earn it you should preserve it!

  1. 1.
    Laura Meier: Marketing Your Way into Bigger Opportunities!
    54:15
  2. 2.
    Laura Meier: Balancing a Business, Estate Planning Practice, Authoring and 4 Kids!
    51:05
  3. 3.
    Joshua Rotbart: Demystifying the Process of Diversifying into Precious Metals
    55:53
  4. 4.
    Joshua Rotbart: Going from Corporate Lawyer to Precious Metals Storage and Services
    1:06:42
  5. 5.
    Helios Quantitative: The Operations of a Quant-Analysis and Estate Planning Company
    48:09
  6. 6.
    Helios Quantitative: How Chris Shuba Built a Business Around Quantitative Analysis
    55:37
  7. 7.
    James Onieal: Career Consulting Strategies and Identifying Ideal Job Positions
    1:35:00
  8. 8.
    James Onieal: Becoming a Pilot, Career Counselor, and Innovative Entrepreneur
    1:04:21
  1. 9.
    Gabrielle Bosché: The Purpose Factor and Finding Your "WHO"
    59:10
  2. 10.
    Gabrielle Bosché: From Chasing Stability to Becoming the “Millennial Expert” Entrepreneur
    47:24
  3. 11.
    Venture Leather Company: Turning Profit into Prosperity in Africa
    59:44
  4. 12.
    Venture Leather Company: Bye-Bye San Diego, Hello Business in Africa
    1:10:50
  5. 13.
    Marques Ogden: Coaching Entrepreneurs Through Obstacles to Achieve Greatness
    45:27
  6. 14.
    Marques Ogden: My Origin Story and the Lessons Learned Through Entrepreneurship After the NFL
    44:13
  7. 15.
    Lane Kawaoka: Here is My Secret -- Copy Me and Prosper.
    57:38
  8. 16.
    Lane Kawaoka: Ditching the Linear Career Path Using Real Estate
    43:48
  9. 17.
    Nomad Capitalist: Second Citizenship and Becoming a Nomad Capitalist
    57:18
  10. 18.
    Nomad Capitalist: Go Where You’re Treated Best!
    49:33
  11. 19.
    BTB Legal: Protecting Assets and Taking Names!
    58:39
  12. 20.
    BTB Legal: Building a Successful Law Practice Using Systems and Grit
    44:15
  13. 21.
    Thomas Chiropractic: Stepping Up Your Social Networking Game
    45:52
  14. 22.
    Thomas Chiropractic: Cracking Backs and Breaking Free from Scarcity
    51:59
  15. 23.
    Whole Story Meals: Going from Idea to Production While Raising Five Kids!
    1:07:03
  16. 24.
    Whole Story Meals: The Mompreneur Fighting for the Right to be Fed Well!
    54:12
  17. 25.
    Ed Cotney Talks Roth Conversion, Estate Tax Strategies and More
    48:14
  18. 26.
    Rethinking Taxes, Donating Stock to Charity, and how the SECURE Act changed the RMD
    52:14
  19. 27.
    Capital Gains and Accelerated Depreciation: A Tax Love Story
    45:06
  20. 28.
    Three Ingredients in Making an Entrepreneur: Mambas, Mistletoe, and Moons Over My Hammy
    48:25
  21. 29.
    Advanced Estate Planning, Charitable Strategies, and a Whole Lot of Acronyms!
    42:36
  22. 30.
    (Estate) Plan For The Worst and Hope For The Best!
    31:45
  23. 31.
    Live From Inside a Belgian Style Pub! (Part 2)
    42:16
  24. 32.
    Live From Inside a Belgian Style Pub! (Part 1)
    41:39

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