What if the best place to store your cash isn’t a bank, it’s a life insurance policy? Hannah Kesler, also known as The Single Millionaire Chick, breaks down how to take control of your finances with the Infinite Banking Concept a strategy used by the wealthy to grow tax-free wealth, fund investments, and never rely on traditional banks again. Whether you're earning six figures or starting small, Hannah shows you how to turn every dollar into your own private bank.

Ideal for: Entrepreneurs, high-income professionals, and real estate investors looking to leverage liquidity and build generational wealth on their terms.

Featuring: Dan Pascone & Hannah Kesler

🧠 Flip the script on your financial future, listen now.

🔗 makingsenseofyourmoney.com

#MakingSensePodcast #InfiniteBanking #TailoredWealth #HannahKesler #BeYourOwnBanker #WholeLifeInsurance #CashValue #MoneyMultiplier #TaxFreeGrowth #WealthStrategy #DanPascone

Tailored Wealth is a marketing name used when offering advisory services, however advisory services are conducted exclusively through Sovereign Financial Group, Inc. Services are only offered to clients or prospective clients where Sovereign and its representatives are properly licensed or exempt from licensure.

What if your future revenue could pay your bills today without debt or delays? Andi Pereira, founder and CEO of fintech startup Capital, is reshaping the way small and midsize businesses manage cash flow. In this episode, he reveals how his platform unlocks trapped value by transforming receivables into instant payments, eliminating friction across entire supply chains. From replacing merchant cash advances to building smarter financial ecosystems with AI and blockchain, Andi shares how Brazil’s fintech wave is creating global solutions for SMBs.

Ideal for: Business owners, fintech enthusiasts, CFOs, and anyone obsessed with solving cash flow challenges or scaling smarter.

Featuring: Dan Pascone & Andi Pereira

🧠 Reimagine working capital, listen now.

🔗 makingsenseofyourmoney.com

#MakingSensePodcast #Fintech #WorkingCapital #TailoredWealth #BuyNowPayLater #SMBFinance #CashFlowSolutions #ReceivablesStrategy #AndiPereira #CapitalFintech #SmartMoneyMoves

Tailored Wealth is a marketing name used when offering advisory services, however advisory services are conducted exclusively through Sovereign Financial Group, Inc. Services are only offered to clients or prospective clients where Sovereign and its representatives are properly licensed or exempt from licensure.

Your salary isn’t the whole story, your real wealth might be hiding in your benefits. Kathy Mychajluk, a veteran benefits advisor with 25+ years across corporate and government sectors, pulls back the curtain on how most employees miss out on thousands in hidden compensation. From overlooked healthcare choices and FSA/HSA hacks to maximizing Roth 401(k) contributions, Kathy breaks down the small decisions that have massive long-term impact. Whether you're changing jobs, navigating open enrollment, or eyeing retirement, this episode gives you the playbook to stop leaving money on the table.

Ideal for: Executives, professionals, and HR leaders ready to turn their benefits package into a wealth-building machine.

Featuring: Dan Pascone & Kathy Mychajluk

🧠 Discover the power of your invisible paycheck, listen now.
🔗 makingsenseofyourmoney.com

#MakingSensePodcast #EmployeeBenefits #InvisiblePaycheck #TailoredWealth #FinancialWellness #Roth401k #RetirementStrategy #KathyMychajluk #WealthOptimization #SmartCompensation #OpenEnrollment

Tailored Wealth is a marketing name used when offering advisory services, however advisory services are conducted exclusively through Sovereign Financial Group, Inc. Services are only offered to clients or prospective clients where Sovereign and its representatives are properly licensed or exempt from licensure.

What if the most valuable investment you make… isn’t in your portfolio, but in people?

Melanie Davis, VP of Marketing & Development at City Team, shares a deeply personal and inspiring story of transformation—both her own and the lives of those served through City Team's mission. From supporting individuals overcoming addiction and homelessness to delivering programs in financial literacy and job readiness, City Team is creating real, generational change.

Melanie’s journey from personal recovery to nonprofit leadership proves that generosity isn’t just charity—it’s strategy. When giving aligns with your values, it becomes a source of purpose, healing, and impact—for both donor and recipient.

Ideal for: Business leaders, philanthropists, and mission-driven professionals who want to create lasting impact through giving.

Featuring: Dan Pascone & Melanie Davis

🧠 Rewire your wealth with purpose, listen now.
🔗 makingsenseofyourmoney.com

#MakingSensePodcast #Philanthropy #TailoredWealth #PurposeDrivenWealth #FinancialWellness #CityTeam #MelanieDavis #DonorAdvisedFunds #FaithBasedLeadership #WealthWithImpact

Tailored Wealth is a marketing name used when offering advisory services, however advisory services are conducted exclusively through Sovereign Financial Group, Inc. Services are only offered to clients or prospective clients where Sovereign and its representatives are properly licensed or exempt from licensure.

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.

🔗 makingsenseofyourmoney.com

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

Tailored Wealth is a marketing name used when offering advisory services, however advisory services are conducted exclusively through Sovereign Financial Group, Inc. Services are only offered to clients or prospective clients where Sovereign and its representatives are properly licensed or exempt from licensure.

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:

• Managing wealth post-exit: liquidity, trusts, and tax strategy
• Diversifying across real estate, equities, and strategic equity investments
• Transforming a virtual assistant staffing business into a consulting model
• Balancing high income, personal values, and long-term financial control
• Why putting impact over growth changed everything

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.
🔗 makingsenseofyourmoney.com

#Telehelping #VeteranEntrepreneur #FinancialClarity #PodcastEP24 #DanPascone

Tailored Wealth is a marketing name used when offering advisory services, however advisory services are conducted exclusively through Sovereign Financial Group, Inc. Services are only offered to clients or prospective clients where Sovereign and its representatives are properly licensed or exempt from licensure.

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.
🔗 makingsenseofyourmoney.com

#MakingSensePodcast #InsuranceStrategy #TailoredWealth #WealthTransfer #EstatePlanning #FinancialPlanning #DanWice #RiskManagement #TaxEfficientWealth #LifeInsurancePlanning

Tailored Wealth is a marketing name used when offering advisory services, however advisory services are conducted exclusively through Sovereign Financial Group, Inc. Services are only offered to clients or prospective clients where Sovereign and its representatives are properly licensed or exempt from licensure.

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

Tailored Wealth is a marketing name used when offering advisory services, however advisory services are conducted exclusively through Sovereign Financial Group, Inc. Services are only offered to clients or prospective clients where Sovereign and its representatives are properly licensed or exempt from licensure.

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.
🔗 makingsenseofyourmoney.com

#MakingSensePodcast #SustainableInvesting #ClimateFinance #TailoredWealth #PrivateMarkets #ImpactInvesting #HelenaWasserman #FamilyOffice #MissionDrivenCapital #GreenCapital

Tailored Wealth is a marketing name used when offering advisory services, however advisory services are conducted exclusively through Sovereign Financial Group, Inc. Services are only offered to clients or prospective clients where Sovereign and its representatives are properly licensed or exempt from licensure.

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

Tailored Wealth is a marketing name used when offering advisory services, however advisory services are conducted exclusively through Sovereign Financial Group, Inc. Services are only offered to clients or prospective clients where Sovereign and its representatives are properly licensed or exempt from licensure.