NoBS Wealth®

NoBS Wealth®

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NoBS Wealth® episodes

  • Ep. 101 - Millionaire's Secret Weapon: How Modern Family Offices Are Crushing It for the Not-So-Rich

    Alright, buckle up because we're diving deep into the world of family offices with Andrew Windham. This isn't your grandpa's wealth management strategy - we're talking about a modern, badass approach to handling your money and your life.

    First things first: forget what you think you know about family offices. This isn't just for the ultra-wealthy anymore. Andrew's breaking down how entrepreneurs and business owners making anywhere from $5 million to $200 million in revenue can benefit from this concierge-style financial management.

    Here's the deal: running a business is hard enough. You're juggling a million things, and let's be real, most of you are better at making money than managing it. That's where Andrew and his team come in. They're not just crunching numbers - they're coordinating every aspect of your financial life so you can focus on what you do best.

    But here's the kicker - it's not just about the money. We're talking about legacy, purpose, and living a life that actually means something. Andrew's passion for helping faith-forward, purpose-driven founders is palpable. He's not here to help you buy a fancy car - he's here to help you build a life and a business that matters.

    Fair warning: if you're looking for a get-rich-quick scheme or some bullshit investment advice, this ain't it. Andrew's dropping truth bombs about the complexities of wealth management, the importance of having a team, and why your values matter more than your bank balance.

    But don't worry, it's not all serious talk. We're riffing on everything from the origins of family offices to the Dunning-Kruger effect in entrepreneurs. Plus, Andrew's got some killer insights on how to buy back your time and focus on what really matters.

    Whether you're a seasoned entrepreneur or just starting out, there's something in this episode for you. We're breaking down the myths, sharing real-world examples, and giving you a peek behind the curtain of what modern wealth management really looks like.

    So, if you're ready to take your financial game to the next level and build a legacy that lasts, this episode is your wake-up call. Let's dive in and start reimagining what's possible for your wealth and your life.

    If this hit home, drop a comment. Tell me where you're feeling it most. I read every single one.

    New episodes every week on Spotify, Apple Podcasts, and YouTube. Subscribe so you never miss a real conversation.

    1 hr 2 min
  • Ep. 100 - From Corporate Slave to Web Empire: How One Black Woman Conquered the Digital Frontier w/ Kathryn Smtih

    Alright, let's cut through the bullshit and talk real entrepreneurship with Kathryn Smith, the badass behind Walton Birch. This ain't your typical "quit your job and follow your dreams" story. Nah, Kathryn fell into entrepreneurship ass-backwards during a health crisis, right before the world went to shit with COVID.

    Here's the deal: Kathryn's journey from corporate slave to web empire queen is a masterclass in adaptability. She thought she'd be doing marketing research, but the universe said, "Nope, you're building websites now." And you know what? She fucking rolled with it.

    We're talking real talk here. The myth of overnight success? Crushed. The reality of entrepreneurship? It's a goddamn slog. But Kathryn's dropping knowledge bombs on how to navigate this crazy world of business ownership:

    1. Minimum Viable Product? It's your new best friend. Perfect is the enemy of done, people.
    2. Your website isn't just a pretty face. It's an asset, a potential employee, and a key player in your long-term success.
    3. Building a business with your name? Think twice. Kathryn's got a story that'll make you rethink that strategy.

    But here's the kicker: Kathryn's not just about web development. She co-founded the Black Lady Business School, leveraging community power to tackle real business problems. It's not just marketing fluff – it's about surviving and thriving in a world that wasn't built for us.

    Whether you're a seasoned entrepreneur or just thinking about dipping your toes in the business world, this episode's got something for you. Kathryn's keeping it real about the challenges, the triumphs, and why sometimes, the best thing you can do is just start somewhere.

    Want more of Kathryn's no-bullshit advice? Check her out: Website: https://waltonbirch.com/ Twitter: https://x.com/kathrynrsmith LinkedIn: https://www.linkedin.com/in/kathrynrsmith/ YouTube: https://youtu.be/s2YeQULEuO4

    Don't just listen – engage. Hit us up with your thoughts, your struggles, your wins. Let's keep this conversation going and build a community of entrepreneurs who aren't afraid to get their hands dirty. Now go out there and start building your empire – one website, one connection, one step at a time.

    If this hit home, drop a comment. Tell me where you're feeling it most. I read every single one.

    New episodes every week on Spotify, Apple Podcasts, and YouTube. Subscribe so you never miss a real conversation.

    31 min
  • Ep. 99 - Rich vs. Wealthy: Why Your Six-Figure Job Is Killing Your Soul w/ Kevin Palmieri

    This isn't your typical success story – it's raw, it's real, and it's gonna make you rethink everything you thought you knew about wealth and fulfillment.

    Kevin's journey from a guy raised by his mom and grandma, with no college degree and zero expectations, to a professional podcaster dropping wisdom bombs seven days a week? It's a fucking rollercoaster. We're talking six-figure salary, model girlfriend, jacked physique – the whole nine yards. But guess what? It still wasn't enough.

    Here's the kicker: money doesn't fix your internal voids. Mind-blowing, right? Kevin's sitting on the edge of his bed, contemplating suicide, even after hitting that six-figure mark. That's when he realized – we've been chasing the wrong shit this whole time.

    But don't worry, this isn't a pity party. Kevin's dishing out the real deal on what it takes to build a business, find fulfillment, and create true wealth. And no, I'm not talking about the number in your bank account. We're talking abundance in every area of your life – energy, knowledge, love, opportunity, awareness. The whole damn package.

    Fair warning: if you're looking for a get-rich-quick scheme or some bullshit "follow your passion" advice, this ain't it. Kevin's dropping truth bombs about the grind, the sacrifice, and why your journey matters more than the destination. He's working 70 hours a week, trading friendships for focus, and he's not afraid to tell you that it's brutal.

    But here's the thing – it's worth it. If you're ready to get real about your goals, align your values with your actions, and build a life that actually fulfills you, this episode is your wake-up call.

    Want more of Kevin's no-bullshit advice? Check him out: Facebook: https://www.facebook.com/kevin.palmieri.90/ YouTube: https://www.youtube.com/channel/UCBo--QvPHbGOrO13C0Xyybg Instagram: https://www.instagram.com/neverquitkid/ LinkedIn: https://www.linkedin.com/in/kevin-palmieri-5b7736160/

    Don't just listen – engage. Hit us up with your thoughts, your struggles, your wins. Let's keep this conversation going and build a community of badass individuals who aren't afraid to get uncomfortable in the pursuit of growth. Now go out there and start building your own version of wealth – one habit at a time.

    If this hit home, drop a comment. Tell me where you're feeling it most. I read every single one.

    New episodes every week on Spotify, Apple Podcasts, and YouTube. Subscribe so you never miss a real conversation.

    31 min
  • Ep. 98 - Affair-Proof Your Business: Hard-Won Lessons on Love, Leadership, and 'Stroking' Success w/ Jenny Townsend

    We're diving deep with Jenny Townsend, and trust me, this isn't your typical entrepreneur story. From window cleaner to music school mogul, Jenny's journey is a rollercoaster of hustle, heartbreak, and one hell of a comeback.

    Let's cut the bullshit - building a business while keeping your marriage intact? It's fucking hard. Jenny learned that the hard way, navigating through her husband's affair and nearly losing it all. But here's the kicker - she didn't just survive, she thrived. And now she's dropping truth bombs on how to balance your business and your relationships without burning out or selling your soul.

    We're talking real talk here. The nitty-gritty of exit strategies (yeah, for your job AND your marriage), the power of saying "no," and why being a little selfish might just save your sanity. Jenny's not sugarcoating anything - she's sharing the lessons she learned the hard way so you don't have to.

    But it's not all doom and gloom. Jenny's got a wicked sense of humor (just wait till you hear about her book title "Stroke It") and a refreshing take on what true success looks like. Hint: it's not about the fancy car or the big house. It's about creating a life that lights you up, every damn day.

    Whether you're a struggling entrepreneur, a workaholic on the brink, or just someone trying to figure out how to live your best life, this episode's got something for you. Jenny's four ground rules for relationships? Pure gold.

    Want more of Jenny's no-holds-barred advice? Check her out: Instagram: https://www.instagram.com/jennyinsrq/ Facebook: https://www.facebook.com/jenny.alday.3 YouTube: https://www.youtube.com/@JennyTownsend Website: https://www.jennyaldaytownsend.com/

    Don't just listen - engage. Hit us up with your thoughts, your struggles, your wins. Let's keep this conversation going and build a community of badass entrepreneurs who know how to work hard AND live well. Now go out there and start stroking it (your ego, your business, your life - you get the picture).

    If this hit home, drop a comment. Tell me where you're feeling it most. I read every single one.

    New episodes every week on Spotify, Apple Podcasts, and YouTube. Subscribe so you never miss a real conversation.

    35 min
  • Ep. 97 -Tech Roles Exposed: Why Women Are Crushing It as Business Analysts (And More) w/ Sonia Couto

    Ready to dive into the world of tech from a badass woman's perspective? Buckle up, because Sonia Couto is here to shake things up. This isn't your typical tech talk – it's raw, real, and packed with insights that'll make you rethink everything you thought you knew about the industry.

    Sonia's journey from Portugal to Canada, from manufacturing to accidentally falling into tech, is a testament to the power of adaptability and tenacity. She's spent 18 years in the trenches, building custom apps, scaling products, and kicking ass in leadership roles. And let me tell you, she's not holding back.

    We're talking about the real deal here – the loneliness of being a woman in tech, the importance of diversity in teams, and why failing is actually fucking awesome. Sonia's dropping knowledge bombs left and right about the roles available in tech (hint: it's not just coding), and why having a solid business plan is crucial, even if you're a tech whiz.

    But here's the kicker – it's not just about tech. Sonia's insights apply to every entrepreneur out there. She's preaching the gospel of being open-minded, willing to learn, and understanding your industry inside and out. Whether you're a tech newbie or a seasoned pro, there's something in this episode for you.

    Want more of Sonia's no-bullshit advice? Check her out: YouTube: https://www.youtube.com/@TenacitywithSoniaC Instagram: https://www.instagram.com/techiesoniac LinkedIn: https://www.linkedin.com/in/soniacouto/ TikTok: https://www.tiktok.com/@techiesoniac Podcast: https://soniacouto.com/podcast/

    Don't just listen – engage. Hit us up with your thoughts, questions, or your own tech war stories. Let's keep this conversation going and push the industry forward together. Now get out there and start shaking things up in your own corner of the tech world.

    If this hit home, drop a comment. Tell me where you're feeling it most. I read every single one.

    New episodes every week on Spotify, Apple Podcasts, and YouTube. Subscribe so you never miss a real conversation.

    28 min
  • Ep. 96 - Why First-Gen Wealth Builders Are Changing the Game w/ Valeria Rivera, CFP®

    Alright, let's dive into some real talk about money, wealth, and breaking the cycle of financial illiteracy with Valerie Rivera, the badass behind First Gen Wealth.

    This episode is a wake-up call for anyone who's ever felt lost in the financial world, especially if you're a first-generation wealth builder. Valerie's story? It's not your typical "I always knew I wanted to be a financial advisor" bullshit. She stumbled into this world, realizing early on that money equals options and freedom.

    Here's the kicker: Valerie's not just another suit talking about stocks and bonds. She's on a mission to bridge the wealth gap, focusing on folks who've been traditionally ignored by the big financial firms. We're talking about you - the ones busting your ass, making real money for the first time, but feeling clueless about what to do with it.

    We tackle the hard truths: why the investment industry is rigged against you, why your emotions about money matter (despite what those old-school advisors say), and why you shouldn't trust anyone who can't write "I'm a fiduciary" in a single, jargon-free sentence.

    But it's not all doom and gloom. Valerie drops some serious knowledge on how to take control of your financial future, even if you're starting from scratch. We're talking practical advice, not pie-in-the-sky BS.

    The takeaway? Why not you? Why can't you have that Roth IRA, that brokerage account, that financial security? It's time to stop thinking this wealth-building game is for "them" and not for you. That's straight-up bullshit, and Valerie's here to prove it.

    Ready to get your financial shit together? Check out Valerie and First Gen Wealth: Website: https://1genwealth.com/ LinkedIn: https://www.linkedin.com/in/valerie-rivera-cfp/ Twitter: https://x.com/1genwealth

    Don't just listen - take action. Reach out to Valerie or another fee-only fiduciary advisor. Your future self will thank you for it. Let's break this cycle of financial confusion and build some generational wealth, shall we?

    If this hit home, drop a comment. Tell me where you're feeling it most. I read every single one.

    New episodes every week on Spotify, Apple Podcasts, and YouTube. Subscribe so you never miss a real conversation.

    34 min
  • Ep. 95 - AI vs. Human Touch: The Future of Financial Planning in the Age of Machine Learning w/ John Henry

    Alright, let's cut through the bullshit about financial planners being trust fund babies or money-obsessed sharks. In this episode, we're diving deep with John Henry, a math whiz turned financial advisor who's flipping the script on what it means to help people with their money.

    John's journey from professor to insurance actuary to investment advisor is anything but typical. He started out thinking he'd only work with data scientists on investments, but life had other plans. Now, he's helping all sorts of folks navigate their financial journeys, from getting out of debt to avoiding crypto scams pushed by sketchy online dates.

    Here's the real talk: John's not in this game for the fat stacks. He's got a day job and does this evenings and weekends because he genuinely gives a damn about helping people. And let me tell you, the stories he shares about saving people from financial disasters will give you chills.

    We dive into some heavy topics like:

    • The role of AI and machine learning in finance (spoiler: it's already here)
    • Why you shouldn't try to beat the market like you're the next Wolf of Wall Street
    • The struggles of building a financial advisory business that actually helps the people who need it most

    John drops some serious knowledge about portfolio optimization, the pitfalls of outdated financial theories, and why your TikTok financial guru might be leading you astray.

    If you're tired of the same old financial advice and want to hear from someone who's using their big brain for good, this episode is for you. Whether you're just starting out or you're looking to level up your financial game, John's got insights that'll make you think.

    Ready to get your financial shit together? Check out John and Story Makers: LinkedIn: https://www.linkedin.com/in/johnhenryphd/ Company Page: https://www.linkedin.com/company/story-makers-investment-advisors/ Website: https://www.storymakersinvestmentadvisors.com/

    Remember, wealth building is a journey, not a sprint. Take that first step today, and who knows? You might just be thanking your future self for listening to this episode.

    If this hit home, drop a comment. Tell me where you're feeling it most. I read every single one.

    New episodes every week on Spotify, Apple Podcasts, and YouTube. Subscribe so you never miss a real conversation.

    29 min
  • Ep. 94 - Diversity Isn't Dead: How to Fight Corporate BS and Build Real Inclusion w/ Victoria Pelletier

    Buckle up, folks. We're diving deep with Victoria Pelletier, a corporate powerhouse who's built a career that'll make your head spin. From running a hair salon at 11 to becoming a COO at 24, Victoria's journey is anything but ordinary.

    In this no-holds-barred conversation, we tackle the evolving landscape of work, the rollercoaster of diversity and inclusion efforts, and why corporate life isn't the soul-sucking monster some make it out to be. Victoria drops truth bombs about what employees really want post-pandemic (spoiler: it ain't just a paycheck) and why DEI initiatives need to be more than just a box-ticking exercise.

    But here's the kicker - Victoria's not just talking theory. She's lived it. From overcoming a traumatic childhood to navigating corporate politics, she's developed a resilience that's downright inspiring. Her five-step approach to "healthy resilience" is something you'll want to tattoo on your forearm.

    Whether you're climbing the corporate ladder, running your own gig, or just trying to figure out what the hell you want to do with your life, Victoria's insights will light a fire under your ass. She's proof that you can thrive in the corporate world without selling your soul, and that side hustles can be more than just a pipe dream.

    Don't just take my word for it. Hit up Victoria's socials and see for yourself:

    Facebook: https://www.facebook.com/Victoria.Pelletier.Speaker Website: https://victoria-pelletier.com/ Twitter: https://x.com/PelletierV29 YouTube: https://www.youtube.com/c/VictoriaPelletierNoExcuses Instagram: https://www.instagram.com/victoria_pelletier_unstoppable/?hl=en LinkedIn: https://www.linkedin.com/in/victoriapelletier/

    Now, stop making excuses and start making moves. Your future self will thank you.

    If this hit home, drop a comment. Tell me where you're feeling it most. I read every single one.

    New episodes every week on Spotify, Apple Podcasts, and YouTube. Subscribe so you never miss a real conversation.

    32 min
  • Ep. 93 - SEO in 2024: The Game-Changing Strategies You Can't Afford to Ignore w/ Zhe Scott

    Listen up, folks. We're diving deep into the SEO game with Z Scott, the badass behind The SEO Queen. This isn't your typical "10 tips to hack Google" BS. Z's dropping real knowledge that'll make you rethink your entire digital strategy.

    Here's the deal: SEO isn't just about keywords and backlinks anymore. It's about connecting with your audience where they're at. Z breaks down how to tap into Google's own data to figure out what your people are actually searching for. No more guessing games.

    And let's talk content. Blogging isn't dead, it's evolving. Z explains why your blog posts are like long-term investments compared to the day-trading world of social media. Plus, she's got some killer insights on digital PR that'll get your brand noticed without breaking the bank.

    But here's the kicker: it's not just about tactics. Z's got a whole mindset shift for you. Stop chasing overnight success and start playing the long game. Consistency, value, and authenticity - that's how you win in this SEO world.

    Want more of Z's SEO wizardry? Check her out: Facebook: https://www.facebook.com/theSeoQueen Twitter: https://x.com/theseoqueen/ Pinterest: https://www.pinterest.ca/theseoqueen/ YouTube: https://www.youtube.com/@TheSEOQueenOfficial Instagram: https://www.instagram.com/theseoqueen/ TikTok: https://www.tiktok.com/@theseoqueen Website: https://www.seoqueen.com/

    Don't just sit there - engage with this content. Hit us up with your SEO questions, struggles, or wins. Let's build this community and dominate the digital space together. Now get out there and start optimizing like royalty.

    If this hit home, drop a comment. Tell me where you're feeling it most. I read every single one.

    New episodes every week on Spotify, Apple Podcasts, and YouTube. Subscribe so you never miss a real conversation.

    31 min
  • Ep. 92 - The Raw Truth: Why Your Social Media Strategy Sucks (And How to Fix It) w/ Tamay Shannon

    Alright, let's dive into this content creation game with Tamay Shannon, the badass behind W2S Marketing. She's been in the trenches for over a decade, figuring out the ins and outs of social media and how to make it work for businesses like yours.

    Here's the deal: everything is content. Yeah, you heard that right. But before you start panicking about needing to post 24/7, Tamay's got some real talk for you. It's not about quantity, it's about strategy. What's your endgame? Fame? Authority? More clients? Figure that out first, then create content that actually moves the needle.

    And listen up, AI isn't the enemy. It's a tool, just like social media. Use it smart, edit the hell out of it, and make it sound like you. Because at the end of the day, your unique voice is what sets you apart in this noisy digital world.

    Tamay drops some serious knowledge bombs about building community, leveraging your strengths (even if you hate being on camera), and how to repurpose content like a pro. Trust me, this episode is a goldmine for any business owner feeling overwhelmed by the content creation grind.

    Ready to level up your social media game? Check out Tamay's socials: Twitter: https://x.com/where2start Instagram: https://www.instagram.com/w2smarketing/ LinkedIn: https://www.linkedin.com/in/tamayshannon/ Website: http://w2smarketing.com/

    Don't just consume this content – engage with it. Hit us up with questions, comments, or your own social media war stories. Let's keep this conversation going and grow together. Now get out there and create some killer content, your way.

    If this hit home, drop a comment. Tell me where you're feeling it most. I read every single one.

    New episodes every week on Spotify, Apple Podcasts, and YouTube. Subscribe so you never miss a real conversation.

    29 min

About NoBS Wealth®

From the publisher's feed

Welcome to the NoBS Wealth Podcast, where we cut through the noise and tell the truth about money. Not the cute truth. The real truth. The kind that makes you pause, get uncomfortable, then…