This week, Lance had the privilege of speaking with Kimberly Flynn, President of XA Investments. Kimberly discusses her expertise in various investment vehicles, including closed-end funds (CEFs), ETFs, and commodity pools. The conversation delves into democratizing alternative investments and making them more accessible for everyday investors. Kimberly shares insights on sustainable investing with a focus on farmland opportunities and how real assets provide built-in inflation protection. 

Lance and Kimberly also explore the future of private markets, interval funds, and how individual investors can navigate the growing divide in America's financial landscape. Financial advisors can gain valuable advice on integrating alternative investment education into their practice to better serve clients. The episode wraps up with Kimberly sharing a personal anecdote and her views on taking risks in both career and investment portfolios.

Topics Include:

• Understanding Sustainable Investing
• Exploring Farmland as an Investment
• Choosing the Right Investment Vehicle
• Addressing America’s Financial Inequality
• Barriers to Alternative Investments

Resources Mentioned in This Episode:

XA Investments

Gladstone Capital

AcreTrader

SoFi

SEI

Connect with Kimberly: 

LinkedIn

Facebook

X

Let's Get Social: Connect with Planet Wealth

Visit Us: Planet Wealth Website

Produced By: Social Chameleon

This week, Lance sits down with Travis Jamison, founder of CapitalPad, to explore the transformative power of AI and its diverse impact across industries. Travis shares his journey as an entrepreneurial investor, offering practical strategies for wealth-building. He discusses the advantages and risks of investing in “boring” small businesses like HVAC and machining, highlighting their potential for high returns and long-term stability. He also explains his philosophy on smart investing through diversification and how CapitalPad helps connect investors with lucrative acquisition opportunities in often-overlooked industries.

Travis provides valuable insights for both new investors and seasoned entrepreneurs, emphasizing the importance of community, continuous learning, and integrity in business. Drawing from his experience bootstrapping multiple successful ventures, he underscores the value of starting small and scaling strategically. This episode serves as a comprehensive guide to navigating small business acquisitions and leveraging them as a path to financial freedom!

Topics Include:

• Travis's Journey to Entrepreneurship
• The Philosophy of Small Business Acquisitions
• Connecting Investors with Opportunities
• Challenges and Advice for New Investors
• The Role of Technology in Small Business Investments

 Resources Mentioned in This Episode:

CapitalPad

Connect with Travis:

Website

LinkedIn 

X

Let's Get Social: Connect with Planet Wealth

Visit Us: Planet Wealth Website

Produced By: Social Chameleon

In this episode, Lance welcomes Rachel Darivoff, Brand Strategy Director at Design Bridge and Partners, to explore the Great Wealth Transfer—an $84 trillion shift from Baby Boomers to Gen Z and Millennials. She explains how this massive financial transition is driving younger generations away from traditional financial institutions toward digital-first experiences and personalized financial solutions. Rachel debunks common misconceptions about the Great Wealth Transfer and highlights how younger investors are building wealth through alternative investments and financial platforms like Robinhood and Coinbase.

Rachel also examines the evolving financial priorities of younger consumers, emphasizing the rise of female financial empowerment and the growing need for financial literacy. She discusses how brands can play a crucial role in educating consumers, particularly on diversification and responsible investment strategies. Additionally, she shares key advice for new financial brands, stressing the importance of trust, security, and authentic engagement. Tune in for actionable insights on the future of financial branding and the shifting dynamics of wealth!

Topics Include:

• The Coming Great Wealth Transfer
• Wealth Building Strategies for Younger Generations
• The Female Wealth Boom and Financial Literacy
• The Role of Brands in Financial Education
• Rachel’s Advice for New Financial Brands

Resources Mentioned in This Episode:

Design Bridge and Partners 

Robinhood 

Coinbase

Fidelity Investments 

Cash App

Chime 

Ellevest

SoFi

Connect with Rachel: 

Website

LinkedIn

Instagram

X

Let's Get Social: Connect with Planet Wealth

Visit Us: Planet Wealth Website

Produced By: Social Chameleon

In this episode, Lance welcomes Driss Benamour, co-founder of Exponential.fi, a pioneering fintech platform in the decentralized finance (DeFi) space. Driss shares his journey from serving as Uber’s global head of fintech products to co-founding Exponential.fi. The conversation explores key challenges in DeFi, such as complex user experiences, and how these obstacles led to the development of Exponential.fi. He underscores the value of relationships and mentorship throughout his career, particularly his time at Uber and in Silicon Valley. Driss also introduces Exponential.fi’s innovative tools, including the "Rate My Wallet" risk assessment framework, designed to help users better understand and manage their investment risks.

Beyond technology, Driss highlights the power of community in the DeFi space and the role of compounding in achieving financial freedom. He shares advice for new entrepreneurs on building a solid foundation for their ventures and emphasizes the importance of passion in business. The episode concludes with Driss reflecting on his experience of traveling and working remotely to gain clarity on his next steps. Packed with actionable insights and strategies, this episode is a must-listen for anyone interested in fintech and DeFi investment opportunities.

Topics Include:

• The Origin Story of Exponential.fi

• Driss’ Pivotal Steps and Mentorship

• Understanding Decentralized Finance

• Innovative Risk Assessment Tools

• The Power of Compounding

Resources mentioned in this episode:

Exponential.fi

Connect with Driss: 

LinkedIn

Let's Get Social: Connect with Planet Wealth

Visit Us: Planet Wealth Website

Produced By: Social Chameleon

In this episode, Lance sits down with Dilshod Jumaniyazov the Co-Founder and CEO of Musaffa. Dilshod shares his journey from a finance enthusiast to a tech-driven entrepreneur with deep insights into data science and ethical investing. He discusses the challenges and triumphs of launching Musaffa, a global fintech platform providing Sharia-compliant investment tools that is currently trusted by over 3,300 users with a total portfolio exceeding $87 million.

The conversation touches on the importance of data science, the role of the CFA in shaping his vision, and the transformational impact of democratizing access to capital. Dilshod also emphasizes the significance of education, technology, and community in achieving financial success, sharing personal anecdotes and the crucial role of continuous learning, effective communication, and strategic partnerships. Tune in to discover powerful strategies for taking control of your financial future and the exciting potential of fintech innovations. The convo wraps up with a discussion on the role of gratitude and the immigrant experience in shaping a resilient mindset.

Topics Include:

• The Importance of Data-Driven Investing
• Musaffa's Unique Tools and Features
• Advice for Young Professionals
• The Game-Changing Impact of Crowdfunding
• How the Wealth Gap Affects Equity

Resources mentioned in this episode:

Musaffa

Connect with Dilshod: 

LinkedIn

Let's Get Social: Connect with Planet Wealth

Visit Us: Planet Wealth Website

Produced By: Social Chameleon

In this captivating episode, Lance sits down with Carl Buccellato. Carl recounts his extraordinary journey from humble beginnings in Brooklyn to becoming a successful entrepreneur and investor. He shares tales of his early ventures, including selling wigs as a teenager and co-founding a roller hockey rink. Carl emphasizes the importance of having a quality business plan, accessing capital, and the resilience required to overcome numerous challenges. His invaluable insights into raising venture capital and the critical role of community resources offer a compelling guide for aspiring entrepreneurs and business owners. Carl's diverse experiences underscore his belief that anyone can achieve financial success with the right strategy and tenacity.

Moreover, Carl discusses some of his significant business achievements, such as raising $40 million for a software company that provided online networking for the mortgage industry and taking other ventures public. He underscores the significance of having a long-term vision, maintaining cash flow and reserves, and being prepared for industry fluctuations. With anecdotes from his life and practical advice for new entrepreneurs, Carl provides a holistic view of the paths to financial freedom. He also shares his dedication to supporting and mentoring the next generation, cementing his legacy as a business leader and educator.

Topics Include:

• Carl’s Early Entrepreneurial Ventures
• Carl’s Role in The Intercontinental Exchange
• The Importance of Capital When Scaling Up
• Reflections on Building a Business Empire
• The True Power of Financial Goal-Setting

Resources mentioned in this episode:

Carl’s Book

Connect with Carl: 

Website

LinkedIn

Instagram

Facebook

YouTube

Let's Get Social: Connect with Planet Wealth

Visit Us: Planet Wealth Website

Produced By: Social Chameleon

In this episode, Lance welcomes Roger Martin, the CEO of Thrive More Brands, Co-Founder of Rockbox Fitness, CEO & Co-Founder of beem® Light Sauna, author, and the host of The ThriveMore Podcast. During the discussion, Roger shares powerful insights from his extensive journey in corporate America and entrepreneurship. Reflecting on his early days at a pizza shop, he recalls learning the critical lesson of taking responsibility for his income—a spark that ignited a successful corporate career and eventually led him to founding Rockbox Fitness. Roger discusses the challenges new entrepreneurs face, highlighting the importance of perseverance, financial discipline, and sufficient capital to navigate unexpected hurdles.

Drawing comparisons between corporate and entrepreneurial cultures, Roger underscores the importance of transparency, effective leadership, and staying accessible within an organization. He shares actionable advice on managing finances, securing funding, and strategically leveraging partnerships. Roger emphasizes the need for a solid business plan, resource pooling, and a mindset of continuous learning and adaptation. With personal anecdotes and practical strategies, he inspires listeners to take their entrepreneurial journeys to the next level.

Topics Include:

• Lessons from “An Insider's Guide to Business”
• The Challenges in Starting a Business
• The Corporate World vs. Entrepreneurship
• Critical Financial Metrics for Businesses
• Roger's Advice on Accessing Capital 

Resources mentioned in this episode:

An Insider's Guide to Business: Secrets from an Entrepreneur's Playbook

The ThriveMore Podcast

Connect with Roger: 

ThriveMore Brands

LinkedIn

Instagram

Let's Get Social: Connect with Planet Wealth

Visit Us: Planet Wealth Website

Produced By: Social Chameleon

In this debut episode, host Lance Woodson sits down with podcast producer and Social Chameleon founder Mike DiCioccio to share the inspiring story behind Planet Wealth. This groundbreaking initiative aims to democratize access to capital for entrepreneurs often excluded from traditional financial systems. Lance discusses the mission of Planet Wealth, the challenges small business owners face, and how leveraging social media and a new era of wealth creation can transform entrepreneurial success. The conversation highlights the importance of storytelling, mindset, and building a strong team to overcome common obstacles.

Lance also shares tangible examples of how Planet Wealth empowers entrepreneurs with accessible tools and resources to simplify and reduce the cost of raising capital. He emphasizes the company's commitment to closing the wealth gap and driving social change through financial empowerment. Tune in for an engaging and informative conversation designed to inspire startups, entrepreneurs, and small business owners.

Topics Include:

• The Mission of Planet Wealth
• From Main Street to Wall Street
• A New Era For Accessing Capital
• The Importance of Building Community
• Crowdfunding & Investment Strategies

Resources mentioned in this episode:

Planet Wealth Website

Connect with Lance:

LinkedIn

Connect with Mike: 

LinkTree

LinkedIn

Let's Get Social: Connect with Planet Wealth

Produced By: Social Chameleon

Welcome to Planet Wealth: Fortunes of the Brave, hosted by Lance Woodson, co-founder and CEO of Planet Wealth. Join us as we revolutionize America’s financial landscape and tackle the growing divide between the "haves" and "have-nots." Our mission is to democratize access to capital and investment opportunities, equipping you with the tools and knowledge needed to thrive, whether you're a seasoned investor or just starting out. Tune in for success stories, expert insights, and actionable strategies that inspire change and foster inclusivity. Are you ready to transform your financial destiny?

Learn more at Planet Wealth