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

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 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

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 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

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.

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

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 net worth might depend more on your mindset than your strategy. This eye-opening conversation with Nate Astle, founder of the Financial Therapy Clinical Institute, dives into the often-overlooked psychology behind money behavior. Discover how early experiences shape your financial beliefs, how emotions like guilt and anxiety drive spending, and what you can do to break harmful cycles. If you’ve ever wondered why you handle money the way you do, this episode brings the answers and the tools to change.

Ideal for: Executives, entrepreneurs, and advisors looking to build emotional resilience and gain deeper clarity around financial behavior.

Featuring: Dan Pascone & Nate Astle

🧠 Rewire your money mindset, listen now.

🔗 makingsenseofyourmoney.com

#MakingSensePodcast #MoneyPsychology #FinancialTherapy #TailoredWealth #WealthMindset #ExecutiveFinance #EmotionalIntelligence #FinancialWellness #NateAstle #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 next breakthrough came from thinking like a European accountant? Explore what U.S. business leaders can gain from the German model of accounting, leadership, and innovation. Patrick Kempf, Managing Partner of Kempf Meierhöfer, shares lessons in succession planning, the evolving role of AI in advisory services, and the power of cross-border strategy. This episode offers a global perspective on building stronger, smarter financial systems.

Ideal for: Business owners, CPAs, and financial leaders navigating succession, AI disruption, and international complexity.

Featuring: Dan Pascone & Patrick Kempf

🧠 Expand your perspective and your planning, listen now.

🔗 makingsenseofyourmoney.com

#MakingSensePodcast #TaxStrategy #SuccessionPlanning #TailoredWealth #AIinAccounting #CPA #InternationalBusiness #AccountingLeadership #PatrickKempf #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.

Built from rejection. Scaled with heart. From humble beginnings in Pakistan to leading a 7-figure insurance agency in the U.S., Saad Janjua shares his journey of grit, servant leadership, and building community over hype. This episode uncovers how he scaled with integrity leveraging AI for operational efficiency, investing in real estate, and creating lasting impact without flashy marketing tactics.

Ideal for: Immigrant entrepreneurs, agency owners, and business leaders scaling with grit, strategy, and purpose.

Featuring: Dan Pascone & Saad Janjua

🧠 Learn how to build wealth and impact, tune in now.
🔗 makingsenseofyourmoney.com

#MakingSensePodcast #ImmigrantSuccess #InsuranceBusiness #TailoredWealth #Entrepreneurship #SmallBusinessGrowth #ServantLeadership #FinancialFreedom #DanPascone #SaadJanjua

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.

If your accounting team only tracks the past, you're already behind. Rachel Phillips, CEO of Fully Accountable, reveals how outsourced accounting has evolved from a back office necessity into a strategic driver of profitability. Discover how AI-driven insights, real-time reporting, and margin optimization are helping fast-growing companies turn financial operations into a powerful growth engine.

Ideal for: Founders, operators, and finance leaders running $1M–$100M+ companies who want to scale with clarity, speed, and profit.

Featuring: Dan Pascone & Rachel Phillips

🧠 Upgrade your financial leadership, listen now.

🔗 makingsenseofyourmoney.com

#MakingSensePodcast #FractionalCFO #TailoredWealth #AccountingStrategy #FinancialLeadership #FullyAccountable #OutsourcedAccounting #BusinessGrowth #DanPascone #RachelPhillips

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.

Growth is great until cash flow kills it. Marko Glisic, Partner at GreenGrowth CPAs, shares how smart businesses scale with precision, leveraging strategic tax planning, outsourced CFO support, and real financial metrics that drive performance. Packed with practical insights, this episode is a must-listen for leaders ready to make their money work harder and grow with intention.

Ideal for: Business owners, founders, and finance leaders managing $2M–$50M+ in revenue who want to optimize cash flow and scale smarter.

Featuring: Dan Pascone & Marko Glisic

🧠 Make your money work harder, listen now.

🔗 makingsenseofyourmoney.com

#MakingSensePodcast #TaxPlanning #CashFlow #TailoredWealth #BusinessStrategy #CFOInsights #FinancialOptimization #CPAAdvice #AccountingTips #MarkoGlisic #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.

Health benefits are killing your margins, here’s how to take control. Mark Karlie, President & Partner at 28 Insurance, shares how mid-sized companies can overhaul group healthcare by embracing financial transparency and smarter plan design. Learn how to cut costs, improve employee satisfaction, and turn your benefits program into a strategic business edge.

Ideal for: CEOs, CFOs, HR leaders, and finance professionals ready to modernize their healthcare approach and protect the bottom line.

Featuring: Dan Pascone & Mark Karlie

🧠 Make smarter healthcare decisions for your business, listen now.

🔗 makingsenseofyourmoney.com

#MakingSensePodcast #GroupHealthBenefits #TailoredWealth #InsuranceStrategy #FinancialLeadership #EmployeeBenefits #HealthInsurance #BusinessStrategy #MarkKarlie #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.