Best Momentum Wealth Management Podcasts (2025)

1
Tim Sullivan – Yale’s Private Portfolio (EP.456) 1:16:10

7h ago1:16:10

1:16:10

Today’s show features one of the biggest industry legends you may never have heard before. My guest is Tim Sullivan, who recently retired from overseeing Yale University’s private market portfolios for 39 years. He joined the Yale Investments Office upon graduation from Yale College in 1986, just one year after David Swensen took the helm. He worke…

1
How to Fix the 3 Biggest Ownership Stressors 14:55

3d ago14:55

14:55

Ever feel like your dental practice is an endless cycle of putting out fires, managing team drama, and squeezing in "just one more patient"? That overwhelming weight on your shoulders isn't just in your head—and you're definitely not alone in feeling it. Dr. Paul Etchison breaks down the three fundamental stressors that make practice ownership feel…

1
Step 4: Financing your investment properties 28:18

5d ago28:18

28:18

How can smart financing strategies help you build a larger property portfolio while poor loan structuring can limit your growth potential? Host Damian Collins continues Season 2 of the Property Investing Roadmap podcast with step four of his proven nine-step framework: Financing your investment properties. Joined by Caylum Merrick, Manager of Prope…

1
WTT: A New Twist on an Old Bet with Buffett 9:35

5d ago9:35

9:35

Eighteen years ago, I made a bet with Warren Buffett that pitted hedge funds against the S&P 500. The bet took on a life of its own, and I benefited from it far differently than I imagined at its inception. Almost two decades later, I have an idea for another bet with similar intrigue. Read WTT: A New Twist on an Old Bet with Buffett…

1
Playing The Dental Insurance Game: How To Slash Your Denial Rate 39:36

6d ago39:36

39:36

Claims keep getting denied? Here’s a hard truth: it’s probably your fault. But in this episode, Dr. Travis Campbell shares everything he's learned about how to master the insurance game, get your denial rate under 2% and stop wasting hours on appeals. His insights cover everything from the common reasons SRP claims get denied to the simple step tha…

1
Michael Ovitz – Reinventing Talent and Building Momentum at Treville (EP.455) 1:10:12

7d ago1:10:12

1:10:12

Michael Ovitz is the legendary co-founder of Creative Artists Agency, where he transformed Hollywood’s talent business and built the most powerful force in entertainment. In his time at CAA, Michael shaped the trajectories of artists, filmmakers, and companies, including actors Tom Cruise, Kevin Costner, Bill Murray, Sylvester Stallone, and Barbra …

1
[REPLAY] Ali Hamed – Novel Venture Investing at CoVenture, Venture is Eating the Investment World 5 (Capital Allocators, EP.233) 53:58

7d ago53:58

53:58

Ali Hamed is the Founder of CoVenture a $2 billion investor across the capital stack of technology start-ups reinventing the economy of the future. Ali first appeared on the show three years ago when CoVenture’s assets were around $100 million. That conversation is replayed in the feed. Our second conversation starts with an update on CoVenture’s g…

1
[REPLAY] Ali Hamed - Novel Asset Investing (Capital Allocators, EP.40) 1:02:57

7d ago1:02:57

1:02:57

Ali Hamed is the co-founder of CoVenture and Managing Partner of the CoVenture VC Fund. CoVenture is an innovative company that identifies and invests in novel assets formed by the intersection of technology and finance. The firm manages an early stage venture capital fund, direct lending fund, and crypto asset index fund, with each taking a creati…

1
63 | Bite-Sized Budgeting 4 of 10: Smart Spending Strategies: Save More, Stress Less, and Enjoy Summer Guilt-Free 10:46

8d ago10:46

10:46

Ready to enjoy summer treats and family fun—without blowing your budget? In this episode of Bite-Sized Budgeting, Shanalei reveals her top smart spending strategies for busy families who want to eliminate debt and live with less stress. Discover how to master mindful spending, avoid impulse buys, and use powerful cashback tools to score real money …

1
From Self-Talk to Self-Leadership: Rewiring Your Mind for Change with Jon Kuttin 17:39

12d ago17:39

17:39

We're back with another episode of Quantum Growth for Financial Advisors! This week, host Jon Kuttin dives into the critical topic of self-leadership and personal development—essential skills for any financial advisor looking to grow both professionally and personally. In this episode, Jon explores the 10-20-70 model of adult learning, emphasizing …

1
Running Toward Purpose: Reggie Luther on Community, Coffee & Going All In 48:08

12d ago48:08

48:08

After building a successful tech company, Reggie Luther took an unexpected turn — opening a running store and a coffee shop in downtown Columbus. In this episode, he shares why he made the leap, what it means to build community through business, and how purpose became his new bottom line.By Momentum Wealth Management

1
Property Downsizing: Strategies for a Smooth Transition 22:20

12d ago22:20

22:20

For many, the property journey is about climbing the ladder. But what happens when it’s time to take a step down? Downsizing is a major transition that comes with its own set of challenges and opportunities. In this episode, Jarrod explores: Why Melburnians downsize: managing space, lifestyle changes, and releasing equity The pros and cons of house…

1
Beyond Words: When Your Actions Contradict Your Values 13:07

12d ago13:07

13:07

Leadership's echo effect shapes dental practice culture far more than we realize. As practice owners, even when we're not actively leading, our behavior creates rippling effects that influence team dynamics long after we've left the building. True practice culture isn't what you declare in mission statements or team meetings—it's the accumulation o…

1
How to Mentally Shut Off the Practice 21:05

14d ago21:05

21:05

You get it, you need to let go. But how do you actually step back, stop micromanaging and see what your team can really do? In this episode, we share actionable ways to reduce your workload, delegate the right tasks, and leave work stress at the office. Learn how you might be getting in your own way and why letting your practice fail is the first s…

1
Friends Reunion 3 – Five Allocators Riff on Investing (EP.454) 57:55

14d ago57:55

57:55

Today’s episode brings together four of my oldest friends in the allocator business for the third time for an unscripted conversation on markets, portfolios, and life. My guests are Brett Barth of BBR Partners, Meredith Jenkins of Trinity Wall Street, Jon Harris of AIM, and Casey Whalen of Lazard Wealth. Over two decades, our dinner crew has shared…

1
Step 3: Protect yourself – structures and strategies to build and protect your wealth 27:33

19d ago27:33

27:33

How can the right investment structure save you tax and protect your assets for the long term? Host Damian Collins continues Season 2 of the Property Investing Roadmap with step three of his nine-step framework: Protect yourself – structures and strategies to build and protect your wealth. Joined by Jemma Sanderson, Director of Cooper Partners Fina…

1
Why Patients Start Treatment But Never Finish: Understanding the Psychology of Momentum 10:20

19d ago10:20

10:20

Discover the psychological key that unlocks patient follow-through with the endowed progress effect—a powerful concept that transforms how dental professionals communicate about treatment plans. This game-changing approach doesn't require changing your fees, procedures, or recommendations—just the way you frame patient progress. Through a fascinati…

1
It's Monday, June 23, 2025 29:23

21d ago29:23

29:23

In this episode, Garrett and Matt dig into the pulse of today’s markets. From recent shifts on Wall Street to the growing impact of artificial intelligence in the workplace, they unpack what investors need to know right now. The conversation explores how AI is beginning to reshape entire industries, raising important questions about the future of e…

1
Introducing Fountain City Founders 0:46

21d ago0:46

0:46

A new voice is coming to Columbus. Fountain City Founders is a podcast about the people building the businesses you know—and the ones you haven’t heard of yet. This is a quick preview of what’s ahead: honest conversations with local entrepreneurs about risk, resilience, and what it really takes to grow something from the ground up. First episode dr…

1
Making Multi-Doctor Practices Work: Partnership Risks and Rewards 23:26

21d ago23:26

23:26

Thinking about making your associate a partner? This episode will help you decide if it’s the right move for you and what other options you have to keep associates in your practice without giving up equity. You'll learn the must-haves of a successful partnership, the common reasons they fail, and what to look for in a potential partner. Listen now …

1
62 | Bite-Sized Budgeting 3 of 10: Debt Reduction & Savings Strategies: Proven Family Budgeting Tips for Financial Security 14:48

21d ago14:48

14:48

Ready to kick debt to the curb and build a safety net for your family? This episode reveals practical, family-friendly strategies to pay off debt faster, grow your emergency savings, and prepare for unexpected expenses. Learn how to turn everyday habits into powerful financial wins and create a secure future together. Whether you’re just starting o…

1
Hugh MacArthur – Private Equity’s Challenges and Opportunities (EP.453) 1:08:33

21d ago1:08:33

1:08:33

Hugh MacArthur is the Chairman of Bain & Company’s Global Private Equity Practice, which he helped found more than thirty years ago. Hugh’s consulting team works on around 5,000 investment opportunities every year and comprises the largest practice area at Bain. He also hosts the “Dry Powder” podcast, my favorite in the private equity space. Our co…

1
Grow or Plateau: What’s Holding Your Practice Back with Jon Kuttin and Jon Randall Part 2 29:40

26d ago29:40

29:40

This Week on Quantum Growth for Financial Advisors we are back with Part 2 of a special episode with a live coaching session with Jon Randall of XFA.Coach and Jon Kuttin of Kuttin Consulting Group! This episode offers a deep dive into actionable growth strategies for financial advisory firms, featuring insights from two seasoned industry leaders. T…

1
How to Make your Membership Plan Win-Win for Everyone 24:09

26d ago24:09

24:09

There’s an easy solution for patients who can’t afford treatment: membership plans. In this episode, you’ll learn how to structure your plan, price it so patients sign up, and get your team on board. The DPH coaches share what’s worked in their practices and easy mistakes you can avoid, whether you're creating a plan or revamping one you already ha…

1
The Power of Patience: A Case Study in Strategic Property Buying 17:44

27d ago17:44

17:44

Patience pays off in property – and this week’s episode proves it. In this episode, Jarrod is joined by Wakelin’s Manager of Property Advisory, Brenton Potter to discuss: How a Sydney investor navigated Melbourne’s market The value of walking away when the numbers don’t stack up Why methodical due diligence pays off Negotiation tactics that led to …

1
It's Monday, June 16, 2025 27:02

28d ago27:02

27:02

Garrett and Matt are back after a summer break to tackle what's been moving the markets — and what might be coming next. They break down last week’s market pullback, what’s driving gold and crypto higher, and why small caps are still lagging. Plus, they dive into the evolving role of Bitcoin in modern portfolios, the challenges of traditional bond …

1
Bob Oros – RIA Perspective at Hightower (Private Wealth 7, EP.452) 53:55

28d ago53:55

53:55

Bob Oros is the outgoing Chairman and CEO of Hightower Advisors, a leading RIA platform with over $165 billion in assets under management. Bob has spent three decades in the wealth management industry, including stints at Charles Schwab, LPL, and Fidelity before joining Hightower in 2019. During the last six years, he oversaw fifty acquisitions of …

1
Leaving Clinical to Mentor Doctors Into Partners w/ Dr. Sten Erickson 35:06

28d ago35:06

35:06

Most owners manage the day-to-day; Dr. Sten Erickson is turning doctors into partners. He joins me in this episode to share how he stepped into a true leadership role and expanded his practice after leaving clinical work behind. From scheduling weekly meetings across multiple practices to case reviews, we talk about the strategies and systems that …

1
Josh Koplewicz – Flexible Capital and Creative Structures at Thayer Street (EP.451) 55:42

1M ago55:42

55:42

Josh Koplewicz is the Managing Partner of Thayer Street Partners, a boutique private equity firm he founded in 2012 that provides flexible growth capital to lower middle market companies in financial and business services. Our conversation traces Josh’s journey from his early fascination with business and real estate to building Thayer Street into …

1
Step 2: Create a plan and take action! 28:17

1M ago28:17

28:17

How do you create a property investment plan that’s both practical and actionable, and build a team that genuinely works in your best interests? In the latest episode of Season 2 of the Property Investing Roadmap podcast, Damian continues with step two of his proven nine-step framework, joined again by Robin Ram, Property Acquisitions Manager at Mo…

1
The Hybrid Ownership Model for Ultimate Work-Life Balance w/ Dr. Jennifer Haddad 33:41

1M ago33:41

33:41

Practice ownership doesn’t have to mean running an office or signing a lease. Dr. Jennifer Haddad designed her practice around a hybrid model that keeps her schedule and clinical decisions all within her control. In this episode, she shares how it works inside an existing practice, the benefits of this non-traditional path, and how she began buildi…

1
61 | Bite-Sized Budgeting 2 of 10: Track Your Spending and Cut Costs: Practical Money Management Tips for Families 8:19

1M ago8:19

8:19

Ready to take control of your spending without sacrificing summer fun? Discover simple, effective strategies to take control of your finances this summer—without the overwhelm of tracking every expense. Learn how weekly reflections and spending buckets can help you proactively manage your money, avoid overspending, and stay on top of your goals. Ex…

1
David Breach – Software Specialist Enters Private Wealth (Private Wealth 6, EP.450) 41:38

1M ago41:38

41:38

David Breach is the President and Chief Operating Officer of Vista Equity Partners, a leading specialist in enterprise software investing with over $100 billion in assets. David joined Vista a decade ago when it managed $13 billion and has been instrumental in helping manage its rapid growth. Robert Smith, Vista’s founder, was a past guest on the s…

1
[REPLAY] Private Equity Masters 3: Robert F. Smith – Vista Equity Partners (Capital Allocators, EP.202) 58:33

1M ago58:33

58:33

Robert F. Smith is the Founder, Chairman and CEO, Vista Equity Partners. Vista is a private investment firm that focuses entirely on enterprise software companies and manages $75 billion in assets across private equity, permanent capital, credit and public vehicles. Taken together, Vista’s current portfolio companies are about 70 in number and hous…

1
5 Scheduling Hacks that Allow you to Easily Cut Clinical Days 11:13

1M ago11:13

11:13

Feeling trapped in the operatory five days a week? Imagine reclaiming an entire workday without sacrificing income or patient care. That's exactly what today's episode delivers—a practical blueprint for dental practice owners who want to work smarter, not harder. I break down five seemingly small schedule adjustments that combine to create massive …

1
Grow or Plateau: What’s Holding Your Practice Back with Jon Kuttin and Jon Randall Part 1 29:54

1M ago29:54

29:54

This Week on Quantum Growth for Financial Advisors we are back with Part 1 of a special episode with a live coaching session with Jon Randall of XFA.Coach and Jon Kuttin of Kuttin Consulting Group! This episode offers a deep dive into actionable growth strategies for financial advisory firms, featuring insights from two seasoned industry leaders. T…

1
Why Your Practice Keeps Taking From You 15:45

1M ago15:45

15:45

Ever felt that mounting frustration when someone keeps crossing a line you never actually drew? That's exactly what happens in dental practices without clear boundaries. When you're constantly putting out fires, feeling resentful toward team members, or watching work bleed relentlessly into your personal time, it's not just about difficult people—i…

1
Winter is Here, but Melbourne's Property Market is Warming Up 13:32

1M ago13:32

13:32

Winter is coming, but Melbourne’s market signals are burning bright. In this episode, Jarrod covers: Why winter is a window for smart buyers and sellers The five signals revealing hidden demand How to position yourself before the spring rush A real-life example of success through preparation Tune in to learn how to turn the quieter months into your…

1
Kipp deVeer – Scaling for Private Wealth Globally in Credit (Private Wealth 5, EP.449) 40:08

1M ago40:08

40:08

Kipp deVeer is the Co-President of Ares Management, a leading global public alternative investment firm that manages $500 billion across credit, private equity, real assets, and infrastructure. Kipp came on the show last year to share the Ares story, and that conversation is replayed in the feed. Our conversation covers Ares’ credit-centric approac…

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Momentum Wealth Management Podcasts

Podcasts Worth a Listen

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