What if AI could build a better portfolio than your advisor?

In this episode, Joseph Gradante, CEO of Alio Capital, explores how artificial intelligence and macro investing are transforming the way savvy investors build wealth. From behavior-led UX to risk parity strategies and institutional-grade tools, Joseph breaks down how Alio is empowering retail investors with a model once reserved for billion-dollar funds. If you’re tired of outdated approaches, this is your window into the future of wealth strategy.

Ideal for: Tech-savvy professionals, investors, and business leaders who want to break free from outdated models and build wealth with smarter tools and a global perspective.

Featuring: Dan Pascone & Joseph Gradante

🧠 Master macro strategy with AI, listen now.

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#MakingSensePodcast #MacroInvesting #AIInvesting #TailoredWealth #RiskParity #FintechInnovation #SmartWealth #JosephGradante #AlioCapital #PortfolioStrategy #FinancialIndependence

What if wealth wasn’t just what you make… but what you walk away with?
Marine veteran and serial entrepreneur Cody Hall, founder of Tele-helping, joins the show to share how post-exit wealth strategy, intentional risk, and values-based decision-making shaped his financial life.

Covered in this episode:

Perfect for founders, investors, and anyone redefining success on their own terms.

Ideal for: Founders, investors, and high-income professionals redefining success beyond the spreadsheet.

Featuring: Dan Pascone & Cody Hall

🧠 Build a life you don’t need to escape from, listen now.
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#Telehelping #VeteranEntrepreneur #FinancialClarity #PodcastEP24 #DanPascone

Think insurance is just about protection? Think again. Dan Wice, an independent insurance advisor with 30+ years of experience, reveals how insurance can power long-term wealth, protect your estate, and create tax-efficient legacies. From term basics to advanced planning for high-net-worth individuals, this episode is your ultimate risk management playbook.

Ideal for: High-income professionals, estate planners, and anyone curious about making insurance work as part of a long-term financial strategy.

Featuring: Dan Pascone & Dan Wice

🧠 Demystify insurance. Build smarter wealth, listen now.
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#MakingSensePodcast #InsuranceStrategy #TailoredWealth #WealthTransfer #EstatePlanning #FinancialPlanning #DanWice #RiskManagement #TaxEfficientWealth #LifeInsurancePlanning

Your points aren’t the problem. Your strategy is. John Taylor Garner, CEO of Odynn, joins the show to reveal how most people waste their travel rewards without even realizing it. Discover pro-level tactics for stretching Amex and Chase points, negotiating retention offers like a seasoned insider, and booking luxury experiences without spending a dime. It’s time to stop playing defense with your loyalty programs and start winning.

Ideal for: Executives, entrepreneurs, and frequent travelers who want to take full control of their rewards before they expire or devalue.

Featuring: Dan Pascone & John Taylor Garner

🧠 Unlock smarter travel. Control your rewards, listen now.

🔗 makingsenseofyourmoney.com

#MakingSensePodcast #TravelRewards #RewardStrategy #Odynn #AmexPoints #ChasePoints #LuxuryTravel #TailoredWealth #PointsHacking #LoyaltyTech

What if your portfolio could fight climate change, without sacrificing returns?Is purpose the new alpha? Helena Wasserman, Co-Founder of Investors for Climate, shares how more than $1B is being funneled into climate-forward private investments that don’t sacrifice returns. From family offices rethinking ESG to emerging VC shifts, this episode reveals why sustainability is no longer a side play—it’s central to future-proof wealth building.

Ideal for: Investors, founders, VCs, and mission-driven leaders looking to align wealth with impact, without compromising growth.

Featuring: Dan Pascone & Helena Wasserman

🧠 Invest with purpose. Rethink ROI, listen now.
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#MakingSensePodcast #SustainableInvesting #ClimateFinance #TailoredWealth #PrivateMarkets #ImpactInvesting #HelenaWasserman #FamilyOffice #MissionDrivenCapital #GreenCapital

Scaling fast? You might be bleeding cash behind the scenes. Is your sales team quietly draining your bottom line? Kyle Smith, Managing Partner at The Bridge Group, unpacks the hidden inefficiencies killing growth like bloated team structures, broken comp plans, and equity packages that underdeliver. Whether you’re a Series A startup or scaling into late-stage, this episode is your playbook for building lean, high-performance revenue orgs that actually deliver.

Ideal for: CROs, CEOs, and sales execs aiming to scale smarter, optimize comp plans, and drive long-term growth.

Featuring: Dan Pascone & Kyle Smith

🧠 Fix the plan. Fund the future , listen now.
🔗 Get more financial strategy for FREE: makingsenseofyourmoney.com

#MakingSensePodcast #SalesLeadership #B2BTech #TailoredWealth #CompensationStrategy #RevenueGrowth #KyleSmith #DanPascone #StartupScaling #EquityPlanning

What do a dinosaur fossil and a Ferrari have in common? They might beat your index fund.
Fractional investing is opening the vault to iconic assets once reserved for the ultra-wealthy. Rob Petrozzo, Co-Founder & CPO of Rally, breaks down how everyday investors are now buying into rare collectibles—from classic cars and sneakers to fine art and sports memorabilia. Learn how emotional connection, cultural relevance, and smart diversification are converging in this emerging asset class.

Ideal for: Investors, advisors, and executives rethinking traditional portfolios and seeking high-growth, alternative assets.

Featuring: Dan Pascone & Rob Petrozzo

🧠 Diversify beyond the stock market, listen now.

🔗 Learn what the wealthy already know: makingsenseofyourmoney.com

#MakingSensePodcast #AlternativeInvestments #TailoredWealth #FractionalOwnership #WealthStrategy #Collectibles #RallyRd #RobPetrozzo #DanPascone #PortfolioDiversification

Your vacation home could be your next wealth engine. Short-term rentals aren’t dead they’re evolving. In this episode, Shawn Moore, Founder of Vodyssey, unpacks how today’s investors are building scalable, cash-flowing STR portfolios without sacrificing their freedom. From debunking the “Airbnb bust” narrative to optimizing for passive income and long-term equity, this is your step-by-step blueprint for wealth through lifestyle real estate.

Ideal for: High-income earners, real estate investors, and execs ready to scale smart, income-producing portfolios.

Featuring: Dan Pascone & Shawn Moore

🧠 Turn your vacation home into a financial engine, listen now.

🔗 Get more financial strategy for FREE: makingsenseofyourmoney.com

#MakingSensePodcast #ShortTermRentals #RealEstateInvesting #TailoredWealth #PassiveIncome #WealthBuilding #ShawnMoore #HybridRetirement #AirbnbStrategy

Think scaling means staying local? Think bigger. Cross-border capital is quietly powering billions in global deals and this episode unpacks exactly how. Aditya Sahai, Managing Partner at Silver Mile Capital, shares behind-the-scenes insight on navigating international regulations, executing complex M&A, and scaling beyond Silicon Valley. If you’re a tech founder or investor thinking globally, this is your roadmap to unlocking serious growth.

Ideal for: Tech founders, CFOs, investors, and M&A pros ready to tap into global capital and scale with precision.

Featuring: Dan Pascone & Aditya Sahai

🧠 Go beyond borders, listen now.
🔗 Start your wealth journey today: makingsenseofyourmoney.com

#MakingSensePodcast #CrossBorderDeals #PrivateMarkets #StartupFunding #TailoredWealth #MergersAndAcquisitions #GlobalCapital #TechFounders #AdityaSahai #DanPascone

The wealthy aren’t chasing the stock market they’re building the next one. Discover how the next generation of wealth is being built beyond Wall Street with Joseph Argiro, Founder & CEO of Iron Key Capital. This episode explores the rise of private markets covering startup syndicates, venture clubs, and shifting dynamics in VC. Whether you're a founder or a forward-thinking professional, learn how early-stage investing is opening doors to outsized returns and reshaping the future of wealth creation.

Ideal for: Professionals, executives, and founders looking to launch funds, back startups, or grow wealth outside the public market.

Featuring: Dan Pascone & Joseph Argiro

🧠 Learn how the new elite are growing their wealth, listen now.

🔗 makingsenseofyourmoney.com

#MakingSensePodcast #PrivateMarkets #AngelInvesting #TailoredWealth #VentureCapital #StartupFunding #IronKeyCapital #WealthStrategy #DanPascone