Planet Wealth: Fortunes of the Brave

This week, Lance sits down with Patrick Brown, the founder and CEO of Unity Communications, to discuss his journey from the US military to building a global outsourcing powerhouse. In this insightful conversation, Patrick shares how his Navy experience honed his negotiation and teamwork skills, which became the foundation for his success in corporate America and entrepreneurship. He delves into the benefits of outsourcing beyond cost-cutting, highlighting it as a crucial growth tool for startups.

Patrick also talks about managing a global team, emphasizing the importance of culture, discipline, and accountability. He offers valuable advice for startup founders on blending AI with human talent, handling the pressures of leadership, and leveraging offshore resources to maintain equity and efficiency. The episode wraps up with Patrick's candid thoughts on the challenges and rewards of being a CEO and his personal experiences that shaped his leadership philosophy.

Topics Include:

• Building and Leading Effective Teams
• The Importance of Outsourcing
• Navigating VC Funding vs. Bootstrapping
• The Realities of Being a CEO
• Embracing AI in Business Operations

Resources Mentioned in This Episode:

Unity Communications

Unity Communications YouTube

Connect with Patrick:

LinkedIn

Let's Get Social: Connect with Planet Wealth

Visit Us: Planet Wealth Website

Produced By: Social Chameleon

In this solo episode, Mary Kathryn Johnson explores the power of embracing imperfection and finding value in life's detours on the path to success. She shares her entrepreneurial journey, from launching "Mommy Loves," a novelty maternity store impacted by the 2008 financial crisis, to building Messenger Funnels, a conversational automation tool that guides prospects toward brand loyalty and conversions. Along the way, Mary highlights how shifting mindset can turn overwhelm into momentum and introduces a three-stage map for clearing mental fog and setting achievable goals.

She offers practical steps for staying motivated, including brain-dumping worries, focusing on one actionable step, and celebrating small wins. Ultimately, Mary encourages listeners to trust their unique paths, believe in the lessons each detour provides, and continuously evolve toward their goals—reminding us that every obstacle is an opportunity for growth.

In this episode, you'll learn:

• How to Embrace Imperfection
• Lessons from Messenger Funnels
• Overcoming Overwhelm with Mindset Shifts
• Practical Steps for Clearing the Fog
• Tips on Trusting Your Journey

Resources Mentioned in This Episode:

Messenger Funnels

Let's Get Social: Connect with Planet Wealth

Visit Us: Planet Wealth Website

Produced By: Social Chameleon

This week, Mary sits down with Ian Cruz, a CPA, investor, and co-founder of TLP Investment Services. Ian shares his journey from witnessing his parents navigate the 2008 housing crisis to owning over 100 units and leading Cincinnati's real estate fractional community. He reflects on how personal experiences—helping his mother through financial challenges, as well as the discipline gained from boxing and marathon running—shaped his resilient, strategic approach to real estate investing.

Ian emphasizes the power of building local relationships, cultivating the right mindset, and committing to lifelong learning for long-term success. He discusses the role of community and education in fostering winning investment strategies and why innovation, sound strategy, and reliable systems are essential for managing properties effectively. Tune in to hear Ian's inspiring story and discover actionable insights for building lasting wealth.

Topics Include:

• Ian's Journey to Real Estate Success
• Innovations in Real Estate Investing
• The Power of Networking and Education
• Tips on Navigating Tough Times
• Current Trends and Opportunities in Real Estate

Resources Mentioned in This Episode:

TLP Investment Services

Connect with Ian & TLP:

Website

LinkedIn

Instagram

Let's Get Social: Connect with Planet Wealth

Visit Us: Planet Wealth Website

Produced By: Social Chameleon

This week, Lance welcomes Elliott Holland, a Harvard MBA and expert in making small business acquisitions understandable and achievable. Elliott, who runs Guardian Due Diligence, has developed a proprietary system that helps professionals efficiently transition from corporate roles to multimillion-dollar business ownership. In this episode, he breaks down the key challenges, strategies, and mindsets required for successful acquisitions—highlighting common pitfalls like "analysis paralysis" and the psychological trap of "deal heat." He also introduces the concept of the "$250K salary trap," where high earners end up living paycheck to paycheck due to lifestyle inflation.

Elliott underscores the value of mentorship, likening the right guide to a Sherpa who can lead you through the acquisition journey. He explains why buying a business often offers more advantages than launching a startup and debunks myths around passive income. Sharing personal stories, Elliott describes how business ownership has allowed him to live in Colombia and travel freely, offering a glimpse into the freedom and fulfillment that come with owning the right business.

Topics Include:

• Elliott's Unique Journey After Harvard
• Common Challenges in Business Buying
• Developing Mindset Shifts for Success
• The Massive Importance of Mentorship
• Comparing Acquisitions vs. Startups

Resources Mentioned in This Episode:

Elliott's Business Buying Masterclass

Connect with Elliott:

Website

LinkedIn

YouTube

Let's Get Social: Connect with Planet Wealth

Visit Us: Planet Wealth Website

Produced By: Social Chameleon

In this episode, Lance welcomes Bo Belmont, the founder and CEO of Belwood Investments, who shares his journey from tagging along with his real estate broker mother to becoming a seasoned investor specializing in luxury fix-and-flips. Bo opens up about the challenges he's faced—ranging from market fluctuations to navigating difficult contractors—and highlights the key factors that have driven his success in the industry.

Bo introduces the B52 investment model, designed to simplify real estate investing for both newcomers and experienced investors alike. He shares exciting updates on high-profile projects, including a significant transaction involving a property once owned by Kanye West. The conversation wraps up with Bo's practical advice for aspiring investors and a powerful reminder of how strong networks and partnerships are essential for long-term success.

Topics Include:

• Bo's Unique Journey Into Real Estate
• Overcoming Today's Market Challenges
• Breaking Down the B52 Investment Model
• The Importance of Relationships in Real Estate
• Future Investment Trends and Predictions

Resources Mentioned in This Episode:

Belwood Investor App

Belwood's YouTube Channel

Connect with Bo & Belwood Investments:

Website

LinkedIn

Instagram

Let's Get Social: Connect with Planet Wealth

Visit Us: Planet Wealth Website

Produced By: Social Chameleon

In this solo episode, Mary Kathryn Johnson dives deep into the mindset traps that silently sabotage our goals and reveals how to break free.

With powerful stories from real clients, Mary uncovers how replacing limiting beliefs with possibility thinking can lead to measurable growth in both revenue and personal fulfillment. She shares proven strategies that drive action, boost productivity, and spark meaningful transformation.

You'll learn how public accountability, quick-win goals, and even tighter deadlines (yes, really!) can fuel your momentum. Plus, she explains how Parkinson's Law can be your secret weapon against procrastination.

Whether you're stuck in "someday thinking" or simply need a mindset reset, this episode will give you practical tools to take action—right now.

Listen in to discover how to shift your mindset and start getting more done…on your terms!

In this episode, you'll learn:

• How Mary's clients rewired their beliefs—and grew their income
• Why small, fast goals create massive momentum
• How to use public goal-setting for accountability
• What Parkinson's Law teaches us about time and output
• Mary's go-to strategies for defeating procrastination and staying on track

Resources Mentioned in This Episode: Parkinson's Law

Let's Get Social: Connect with Planet Wealth

Visit Us: Planet Wealth Website

Produced By: Social Chameleon

In this episode, Lance chats with entrepreneur Jason Lee, the founder of DailyPay, a trailblazer in the earned wage access industry. Jason shares invaluable advice for aspiring founders, emphasizing the importance of becoming an expert, staying humble, and being a perpetual student. He also recounts how a simple desire for some pizza led to the conception of DailyPay, which earned double unicorn status and has transformed the payroll system.

Jason discusses his ventures, including his current role at Chime, which is focused on providing cutting-edge financial tools to employers. He elaborates on the impact of financial security on workforce well-being and explains how innovative products like on-demand pay, savings programs, and credit-building tools are empowering employees. Jason highlights the critical role of mentors, community, and understanding market trends in achieving entrepreneurial success.

Topics Include:

• How DailyPay is Solving Payroll Latency
• Key Strategies Behind DailyPay's Success
• Revolutionizing Savings with Technology
• The Future of Earned Wage Access
• Advice for Aspiring Entrepreneurs

Resources Mentioned in This Episode:

Chime

DailyPay

Salt Labs

Connect with Jason:

LinkedIn

Let's Get Social: Connect with Planet Wealth

Visit Us: Planet Wealth Website

Produced By: Social Chameleon

This week, Mary is delighted to welcome trailblazing venture capital and technology executive Jeep Kline. With more than 20 years of experience in tech and impact investing, Jeep has launched four venture capital funds and currently serves on the boards of four high-growth companies across the U.S., Japan, and Taiwan. In this interview, she shares her inspiring journey—from navigating the Asian economic crisis during her high school years in Thailand to becoming a respected voice in Silicon Valley's venture capital scene.

Jeep also explores the power of purpose-driven investing and the growing importance of impact investing in today's world. She offers candid, practical advice for entrepreneurs seeking funding and shares her perspective on emerging tech trends and the challenges founders face in today's investment climate. This compelling conversation blends hard-earned insight with personal reflection, showcasing Jeep's commitment to meaningful innovation and her mission to empower the next generation of changemakers.

Topics Include:

• Impact Investing and Venture Capital Insights
• Evaluating the Current Investment Landscape
• Advice for Entrepreneurs Seeking Funding
• The Incredible Importance of Finding Purpose
• Emerging Trends in Technology and Venture Capital

Connect with Jeep:

LinkedIn

X

Resources Mentioned in This Episode:

Berkeley Haas School of Business

Let's Get Social: Connect with Planet Wealth

Visit Us: Planet Wealth Website

Produced By: Social Chameleon

This week, Mary welcomes Shawn Moore, an experienced real estate investor and host of the Vacation Rental Revolution podcast. Shawn, who started his investment journey twenty-five years ago, shares his odyssey from fix-and-flip investments to pioneering the short-term rental market. He discusses the importance of lifestyle freedom, the impact of the 2008 financial crisis on his career, and how it led him to focus on vacation rentals.

The conversation explores the idea of financial and lifestyle freedom, the significance of creating memorable experiences in real estate, and how Shawn turned his journey into a unique venture with Vodyssey, his vacation rental investing education company. Shawn also touches on the current "trust recession" in the market, as well as the importance of authenticity in business. The episode wraps up with Shawn sharing some insightful anecdotes about his life and relationships, emphasizing the value of individual journeys and genuine connections.

Topics Include:

• The Origin of Vodyssey: A Journey of Rebranding
• Revolutionizing the Short-term Rental Space
• The Importance of Authenticity in Business
• Unpacking the Concept of a Trust Recession
• Financial Freedom vs. Lifestyle Freedom

Connect with Shawn & Vodyssey:

Website

LinkedIn

Instagram

Podcast

YouTube

Resources Mentioned in This Episode:

Shawn's Book: What the Hell Is a Lifestyle Asset?

Let's Get Social: Connect with Planet Wealth

Visit Us: Planet Wealth Website

Produced By: Social Chameleon

This week, Lance welcomes Chris Miles, the Cash Flow Expert and Anti-Financial Advisor. Chris shares his remarkable journey from being over $1 million in debt to achieving financial independence—twice—by the age of 39. He introduces his "work optional blueprint," a strategy centered on generating enough passive income to cover all expenses so you can work because you want to, not because you have to.

Chris critiques traditional financial advice and highlights the importance of taking personal control of your financial future. The episode explores topics like the flaws in mainstream financial planning, the benefits of infinite banking, and proven methods for creating multiple streams of passive income. Chris also explains how to leverage your business as a primary investment and how whole life insurance can function as a tax-free savings tool. With a mix of personal anecdotes and hard-won lessons, he emphasizes the power of working "right"—not just hard or smart—to achieve lasting financial freedom. This episode is packed with actionable insights for entrepreneurs and business owners ready to take their finances to the next level.

Topics Include:

• Breaking Down the "Work Optional Blueprint"
• A Critique of Mainstream Financial Advice
• Taking Control of Your Financial Future
• Understanding The Problem with 401(k)s
• Actionable Strategies for Passive Income

Connect with Chris:

LinkedIn

Instagram

Facebook

YouTube

TikTok

X

Resources Mentioned in This Episode:

Beyond Rice & Beans: 7 Secrets to Free Up Cash Today

Money Ripples

Money Ripples Podcast

Rich Dad Poor Dad

Profit First: Transform Your Business from a Cash-Eating Monster to a Money-Making Machine

Let's Get Social: Connect with Planet Wealth

Visit Us: Planet Wealth Website

Produced By: Social Chameleon