Best Wealth Matters Consulting Podcasts (2025)

1
352 | Tamar Hermes | The Millionaire’s Mentality: A Professional Woman’s Guide to Building Wealth Through Real Estate 1:09:53

16h ago1:09:53

1:09:53

What if building wealth wasn’t just about numbers, but about knowing yourself, trusting your gut, and playing the long game with intention? In this episode of The Greatness Machine, Darius sits down with Tamar Hermes—wealth coach, real estate maven, and founder of Wealth Building Concierge—for a masterclass in intuitive investing. With a blend of g…

1
351 | How I Became a Happy Person (Part 2) 27:34

4d ago27:34

27:34

What does true happiness look like when you're at the top of your game? In this powerful solo episode of The Greatness Machine, Darius Mirshahzadeh picks up where he left off in Part 1, sharing the next chapter of his journey to becoming a happier person. From a transformative week in Oaxaca, Mexico, to discovering “Breaking the Habit of Being Your…

1
There are No Direct Flights To Your Goals. Success Through Commitment, Meet Edwin Acevedo 59:25

4d ago59:25

59:25

In this episode Jose Speaks with Edwin Acevedo who went from being a young Engineer to successful entrepreneur, national leader and advocate. Edwin shares his story of sobriety, hurdles through the 2008 economic crash and his rise as a prominent national presence in Real Estate. To learn more, visit: https://www.linkedin.com/in/jose-tejada-8361568 …

1
350 | Bo Eason | Building a Winning Mindset: Lessons from the NFL and Beyond 1:15:33

6d ago1:15:33

1:15:33

Ever wonder what separates true champions from the rest? It's not just talent — it's how they face adversity head-on. In this episode of The Greatness Machine, Darius sits down with former NFL player, acclaimed speaker, and personal development coach Bo Eason to dive deep into the mindset required to achieve greatness. Bo shares powerful insights o…

1
The Missing Link in Retirement Planning: Why Purpose Matters 21:33

5d ago21:33

21:33

Brian Skrobonja talks about the true meaning of purpose in retirement. He shares why aligning your financial strategy with your life’s purpose is key to a fulfilling retirement and how purpose, not just money, impacts your longevity and satisfaction. Tune in to discover practical insights on creating a retirement plan that empowers you to live with…

1
TGM Classic | CL Turner | Negotiating Beyond the Numbers: The Personal Touch in Private Equity 1:03:13

8d ago1:03:13

1:03:13

Ever wondered how million-dollar deals happen behind closed doors? CL Turner, III, Founder and Managing Partner of Crescendo Capital Partners, underlines the critical role of building personal connections with founder-owner operators in private equity transactions, making it clear that it is more than just business; it is personal. He explains how …

1
349 | How I Became a Happy Person (Part 1) 27:01

11d ago27:01

27:01

Sometimes, the greatest breakthroughs come not in moments of triumph, but in the quiet unraveling of everything we thought we had figured out. In this powerful solo episode of The Greatness Machine, Darius Mirshahzadeh takes us deep into a personal journey that reshaped his life. For the first time, Darius opens up about a transformative moment in …

1
No One Else Is You: The Power of Authenticity with Naz Hassanein 31:39

11d ago31:39

31:39

In this episode of The Wealth Horizon Podcast, host Rosemary Denney, CEO at Wealth Matters Consulting, talks with Naz Hassanein, founder of Worthy Circles, a Boston-based peer-to-peer networking group for professionals in the family office and UHNW advisory space. With over 25 years of industry experience, Naz shares the inside story of how and why…

1
Turning Personal Struggle Into a Life Mission, How Hope For Hardship Helps Homeowners Stay In Their Homes 41:50

13d ago41:50

41:50

In this episode Jose speaks with Mike Russell the Co-Founder of Hope For Hardship a non-profit aimed at helping homeowners experiencing hardship stay in their home through negotiations with their lenders. Mike's personal struggle led him to the inspiration of this organization he is so passionate about. To learn more, visit: https://www.linkedin.co…

1
348 | Howard Behar | Former Starbucks President on Creating Lasting Impact Through People-First Leadership 1:00:49

13d ago1:00:49

1:00:49

What does it truly mean to lead with purpose? In this episode of The Greatness Machine, Darius sits down with Howard Behar, former President of Starbucks International and a servant leadership icon. Howard shares invaluable lessons on authenticity, vulnerability, and the importance of putting people first. From navigating insecurities to building a…

1
An Innovative – and Life-Changing – Way to Look at Retirement, with Dean Jackson - Replay 57:55

12d ago57:55

57:55

What comes to mind when you think about retiring? Is it enjoying your "golden years?" That's an outdated approach, says today's guest Dean Jackson! He joins host Brian Skrobonja to discuss a new way to think about retirement – and how doing things this way will change your life – the concept of "pre-tiring," two types of economy, and what "money ho…

1
TGM Classic | Mike Koenigs | Overcoming Limitations: Abundance, Dreams, and Making It Happen 1:09:11

15d ago1:09:11

1:09:11

Ever wondered how to reboot your life’s operating system for boundless success and purpose? In a world filled with challenges, demands, and distractions, many of us have experienced moments when we yearn for a fresh start, a way to unleash our full potential and discover true success and purpose. But how can one truly reboot their life's operating …

1
347 | My #1 Advice for Building a Dream Client List 24:14

18d ago24:14

24:14

What if the key to unlocking your biggest opportunities wasn’t in the size of your audience—but in the conversations you choose to have? In this solo episode, Darius Mirshahzadeh pulls back the curtain on one of his best-kept secrets: how to use a podcast to build powerful relationships, expand your network, and land your dream clients—without chas…

1
A Business Mind with a Rebel Heart Meet Rudy J Rubio 59:30

18d ago59:30

59:30

In this episode Jose chats with serial entrepreneur Rudy J Rubio about his start with a newspaper route to founding multiple businesses including The Latin X Network and Joy on a Stick business aimed at giving back to the community through connectivity and intention. To learn more, visit: https://www.linkedin.com/in/jose-tejada-8361568 Listen to mo…

1
346 | Naveen Jain (Part 2) | How to Raise Moonshot Kids 1:06:32

20d ago1:06:32

1:06:32

How do you raise children to think beyond limits and create meaningful change? Visionary entrepreneur Naveen Jain joins Darius on The Greatness Machine for a fascinating conversation on leadership, innovation, and the power of exponential thinking. He shares how a simple promise led to a $5 billion stock surge, the importance of resilience in entre…

1
Are You Prepared for the Evolution of Retirement? - Replay 16:12

19d ago16:12

16:12

In this podcast episode, Brian Skrobonja takes us on a thought-provoking journey through the evolving concept of retirement. As we dive into the past, present, and future of retirement, Brian helps us unravel the complexities of this modern-day concept which, though deeply ingrained in our society, is relatively new in human history. This episode i…

1
Brandon Davis of NCF Talks Charitable Giving | Charting Opportunities 53:32

20d ago53:32

53:32

In this episode of Portus Wealth Advisors' Charting Opportunities, Brandon Davis, President of the Carolinas for the National Christian Foundation (NCF), offered insights into strategic charitable giving for business owners. He explained how NCF, a 501(c)(3) grant-making foundation, assists donors, advisors, and charities in developing efficient an…

1
TGM Classic | Trey Taylor | A CEO Only Does Three Things 1:09:47

22d ago1:09:47

1:09:47

Ever wondered how the most successful leaders ignite greatness in their teams? Trey Taylor, a multi-faceted leader holding titles such as Managing Director of Threadneedle, CEO of Taylor Insurance Services, Managing Director of Trinity Blue, and Founding Partner of Ascend Partners, is a living testament to the power of great leadership and the succ…

1
Darius Classic | The Journey is NOT the GOAL 17:01

25d ago17:01

17:01

Do you feel as if you are stuck on a treadmill, chasing goals without truly experiencing the journey? We live in a fast-paced, achievement-driven society, and most of us are caught up in the whirlwind of pursuing goals, focusing on the goal rather than enjoying the steps along the way. Oftentimes, we invest all our energy on reaching certain milest…

1
Growing a Wealth Management Firm: Strategies for Success with Brian Hughes 32:58

25d ago32:58

32:58

In this episode of The Wealth Horizon Podcast, host Rosemary Denney, CEO at Wealth Matters Consulting, sits down with Brian Hughes, president of Eton Advisors, for a conversation about what it takes to grow a modern advisory firm with clarity and discipline. With a long track record of guiding some of the industry's top wealth management teams, Bri…

1
Resilience Through Evolution Meet Erica Valdez 39:46

26d ago39:46

39:46

In this episode Jose chats with Erica about her evolution from being a single mom at an early age to creating and running multiple successful businesses. To learn more, visit: https://www.linkedin.com/in/jose-tejada-8361568 Listen to more episodes on Mission Matters: https://missionmatters.com/author/jose-tejada…

1
345 | Adam Dell | Smart Money Moves: How to Take Control of Your Financial Future 1:02:09

27d ago1:02:09

1:02:09

Managing money shouldn’t be complicated—but for many high earners, the traditional wealth management system feels more like a maze than a roadmap to success. In this episode of The Greatness Machine, Darius sits down with Adam Dell, founder of Domain Money, to explore how financial planning can be simplified for high-earning professionals. Adam sha…

1
In Financial Planning, Consider Your ‘Fuel Tank of Capability’ - Replay 14:29

26d ago14:29

14:29

You can live without saving money, and you can live with debt, but you cannot live without cash flow. In fact, if you want your personal finance to flourish, cash flow is a key element you need to focus on – passive income too. Why is that the case? Find out about critical personal financing missteps you should avoid making, what to focus on to mea…

1
TGM Classic | Dr. Sadie Allison | Empowering Your Intimacy: A Deep Dive into Love and Sexuality 1:16:20

29d ago1:16:20

1:16:20

How can a deeper understanding of sex and sexuality empower individuals to enrich their intimate lives and build healthier relationships? Developing a deeper comprehension of human sexuality and intimate connections can pave the way for more fulfilling and healthier relationships, nurturing greater emotional and physical closeness. That is why, Dr.…

1
344 | 11 Things To Do To Live Your Best Life 23:27

1M ago23:27

23:27

What if the secret to a fulfilled life was as simple as following a set of care instructions — not for a product, but for yourself? In this solo episode of The Greatness Machine, Darius Mirshahzadeh shares powerful reflections on what it means to care for yourself and live wholeheartedly. Inspired by a simple yet profound list of "care instructions…

1
What is Negozee? Meet Founder, Tony Martinez 51:33

1M ago51:33

51:33

In this episode Jose chats with Tony a Co-Founder of Negozee, a platform that aims to be a "LinkedIn" for Latinos through an online network and in person educational events. Tony is the Co-Founder and CEO of Negozee, the business social network for Latino entrepreneurs and professionals. A child of Mexican immigrant parents, Tony grew up in Salinas…

1
343 | Taylor Welch | Inside The Wealthy Consultant’s Playbook for Success 56:52

1M ago56:52

56:52

What happens when AI eliminates the need for apprenticeships and reshapes entire industries? In this thought-provoking episode of The Greatness Machine, Taylor Welch dives deep into the evolving landscape of work, the role of AI in eliminating experience gaps, and why creators hold the key to the future. He explores the shift from consulting to edu…

1
Q&A: Your Pressing Finance and Investing Questions Answered 25:05

1M ago25:05

25:05

Brian Skrobonja answers some of the most frequently asked questions about finances and investing. He covers how successful people approach liquidity, why traditional emergency funds may not be the best strategy, and how to store money with a purpose. Tune in to hear him challenge common financial myths, share smarter wealth-building strategies, and…

1
TGM Classic | Dr. Gabrielle Lyon | Forever Strong: A New, Science-Based Strategy for Aging Well 1:06:42

1M ago1:06:42

1:06:42

What if there was a proven scientific approach to unleashing timeless strength and graceful aging? Dr. Gabrielle Lyon, through her latest book, Forever Strong: A New, Science-Based Strategy for Aging Well, introduces an accessible program that teaches the connection between nutrition, exercise, and self-care. She unveils an easy-to-follow food, fit…

1
Darius Classic | Action Organized: Why You Should Take Imperfect Action to Realize Your Dreams 21:55

1M ago21:55

21:55

Have you ever been in a situation where you were second-guessing yourself because you believed that the right moment to act was yet to come? But what if imperfection was the key to unlocking your full potential? Today, I am flying solo to share a personal journey and reflect on my post-exit from my company The Money Source (TMS). I will also talk a…

1
Women, Wealth and Leadership: Lessons from Mel Lagomasino 25:34

1M ago25:34

25:34

In honor of Women's Month this March, the inaugural episode of The Wealth Horizon Podcast features a special conversation with Mel Lagomasino, wealth management industry leader and chief executive officer & managing partner at WE Family Offices. Host Rosemary Denney, chief executive officer at Wealth Matters Consulting, sits down with Mel for a dee…

1
Estate Planning for Business Owners | Charting Opportunities 56:57

1M ago56:57

56:57

In this episode of Portus Wealth Advisors' Charting Opportunities, Erin Patterson JD, CPA of Erin Patterson Law shares her knowledge on estate planning for business owners, emphasizing a multi-layered approach. She stresses the foundational elements like wills, powers of attorney, and revocable trusts to avoid probate and ensure a smooth transition…

1
Managing Stress As A Business Owner | Charting Opportunities 44:25

1M ago44:25

44:25

Dr. Carlos Jorge, a functional medicine doctor, discusses the impact of stress on health and aging in a presentation for Portus Wealth Advisors' ongoing business owner educational series, Charting Opportunities. He introduces the concept of blue zones, which are areas in the world where people live the longest, and highlights the importance of comm…

1
342 | Adam Coffey | The Smart Way to Build Wealth Through Business Acquisitions 1:13:07

1M ago1:13:07

1:13:07

Building wealth isn’t about shortcuts—it’s about strategy. Adam Coffey, bestselling author, private equity expert, and CEO, shares his proven strategy for buying and scaling companies the right way. In this episode of The Greatness Machine, Adam returns to break down why paying fair market value leads to bigger wins, the power of roll-ups, and why …

1
My Story - Replay 10:53

1M ago10:53

10:53

In this podcast episode, Brian shares his remarkable journey from his parents' middle-class immigrant background to achieving financial freedom through decades of learning and building businesses. He recounts his early aspiration for an opulent lifestyle and the pivotal moment when he realized the importance of creating income-producing assets. Thr…

1
Selling Your Business to Private Equity | Charting Opportunities 56:45

1M ago56:45

56:45

In this episode of Portus Wealth Advisors' Charting Opportunities, Jay Bradley, Head of Investments at GEM, pulls back the curtain on the world of private equity and business acquisitions. Geared towards owners of small to medium-sized businesses, Jay provides valuable insights into what PE firms look for in potential acquisitions, how they evaluat…

1
TGM Classic | Christine Sperber | The Power of Community: Creating Impactful Connections 1:10:31

1M ago1:10:31

1:10:31

How can you redesign your second adulthood for greater fulfillment and purpose? Drawing inspiration from the wisdom shared by Christine Sperber, this transformation begins with a deep understanding of your values, desires, and the unique contributions you can make. Her remarkable journey from the world of professional snowboarding to her pivotal ro…

1
Business Valuation And How to Increase it | Charting Opportunities 1:05:58

1M ago1:05:58

1:05:58

Are you a business owner thinking about the future of your company? Whether you're considering selling, planning for succession, or simply want to understand your business's true worth, this episode is for you. Join us for the inaugural episode of our "Charting Opportunities for Business Owners" series as we welcome Robert Snowden ASA, ABV, Founder…

1
341 | Where Your Attention Goes Your Energy Flows 26:21

2M ago26:21

26:21

Ever feel like your life is overflowing—with tasks, possessions, or even relationships? In this episode of The Greatness Machine, Darius Mirshahzadeh unpacks a game-changing lesson from Dandapani, a Hindu priest and former monk, on attention management and the true cost of clutter. From cleaning out his closet to evaluating friendships and business…

1
Commercial Insurance, Reevaluating It After Growth Spurts | Charting Opportunities 47:15

2M ago47:15

47:15

In this episode of Charting Opportunities, Harold Howell of Spartan Corporate Advisors, an insurance expert with over 30 years of experience, provides valuable insights into the often-overlooked world of business insurance. Geared towards small to medium-sized business owners, Harold sheds light on the common pitfalls of inadequate or inappropriate…

1
340 | Jhana Li | Scaling Smart: How to Build a Thriving, Efficient Business 1:03:09

2M ago1:03:09

1:03:09

Optimizing business operations isn’t just about efficiency—it’s about creating a culture where teams thrive and businesses scale sustainably. In this episode of The Greatness Machine, Jhana Li shares powerful insights on transforming company dynamics through team swaps, radical honesty, and operational intelligence. She breaks down how leaders can …

1
The 5 Key Performance Indicators To Help Measure The Health Of Your Retirement Plan - Replay 15:40

2M ago15:40

15:40

In this episode we talk about the importance of using key performance indicators beyond just investment performance to gauge the health of one's retirement plan. There are five crucial data points that form the foundation of a successful retirement strategy: passive income, effective tax rate, cash flow ratio, banking capacity, and horizontal asset…

1
TGM Classic | Adam Coffey | Empire Builder: Strategies for Thriving in the World of Private Equity 59:13

2M ago59:13

59:13

What if you could build an empire from scratch, navigate the world of private equity, and exit your business for millions? How would you make it happen? Imagine if you had the opportunity to earn the strategies and secrets of entrepreneurs who have successfully built empires, thrived in the competitive landscape of private equity, and eventually ex…

1
Darius Classic | How To 10X Your Business By Enrolling The Right Person In Your Cause 22:34

2M ago22:34

22:34

What if you could take your business or idea to the next level and achieve extraordinary success in a short amount of time? Today, I am flying solo to dive deep into the transformative power of partnerships and how they can help you 10x your cause, business, or idea. Drawing from my personal experience of raising $250 million for Rise Growth Partne…

1
339 | Ryan Begelman (Part 1) | The Mayor Effect: How to Dominate Any Niche You Choose 1:06:00

2M ago1:06:00

1:06:00

Networking is more than just exchanging business cards—it’s about cultivating meaningful, lasting connections that open doors to new opportunities and mutual growth. In this episode of The Greatness Machine, Ryan Begelman shares his proven strategies for building relationships with intention, hosting impactful events, and using curiosity to forge d…

1
Certificates of Deposit: What to Consider and How to Use Them - Replay 13:20

2M ago13:20

13:20

In this episode on Certificates of Deposit (CDs) as investments, we talk about the nuanced decision-making involved in purchasing CDs and whether or not CDs are good investments, particularly in a rising interest rate environment, and we explain why interest rates are the only factor you need to consider. Wealth creation isn't solely dependent on C…

1
TGM Classic | Kevin Hines | Hope, Healing, and Resilience: A Path to a Better Life 1:13:01

2M ago1:13:01

1:13:01

Trigger Warning This episode discusses self harm and its prevention. It may be distressing for some listeners. If you or someone you know needs help, please seek professional assistance. Listener discretion is advised. Can a single conversation save a life? Kevin Hines, a renowned mental health advocate, author, and speaker, has dedicated his life …

1
338 | Loyalty is a Gift 26:24

2M ago26:24

26:24

Loyalty—do you give it freely, or do you expect it to be earned? In this solo episode of The Greatness Machine, Darius Mirshahzadeh dives deep into the complexities of loyalty, sharing a pivotal lesson that reshaped his perspective. From early business partnerships to navigating the highs and lows of entrepreneurship, he explores how loyalty can be…

1
337 | Paige Mycoskie | Turning Dreams into a Global Lifestyle Fashion Brand 1:00:44

2M ago1:00:44

1:00:44

After transforming her love for vintage clothing and 1970s surf culture into the globally recognized brand Aviator Nation, Paige Mycoskie has become a symbol of passion-driven entrepreneurship. In this episode of The Greatness Machine, Paige shares the story of building a brand that not only celebrates creativity but also fosters a culture of commu…

1
How to Create Retirement Confidence - Replay 18:27

2M ago18:27

18:27

In this episode, we delve into the link between overall retirement quality and the confidence you have in your financial plan. We emphasize how a well-designed retirement strategy tailored to your needs, not solely reliant on market performance, is pivotal for boosting confidence and making your retirement plan a reality you can rely on. Addressing…

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Wealth Matters Consulting Podcasts

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