Planet Wealth: Fortunes of the Brave

This week, Lance welcomes renowned surgeon-turned-real estate mogul and podcaster Buck Joffrey, MD, who shares his remarkable journey from medicine to managing over $1 billion in assets. Offering deep insights into the common pitfalls entrepreneurs face, Dr. Joffrey underscores the importance of focus, persistence, and strategic partnerships. His career pivot began with a chance encounter with Robert Kiyosaki's The Cashflow Quadrant, which opened his eyes to the lucrative world of real estate and alternative assets.

Dr. Joffrey recounts his early challenges and the pivotal lessons that laid the foundation for his success as a financial educator and podcast host. His Wealth Formula Podcast has become a go-to resource for high-net-worth individuals seeking to understand and leverage alternative investments and macroeconomic trends. Throughout the episode, he shares actionable advice on building a strong brand, raising capital, and positioning yourself strategically in volatile markets—making this a must-listen for both aspiring and seasoned entrepreneurs.

Topics Include:

• Understanding Alternative Assets
• Advice for Aspiring Entrepreneurs
• Navigating Economic Uncertainty
• Building a Brand and Raising Capital
• Educational Resources for Aspiring Entrepreneurs

Connect with Buck Joffrey, MD:

LinkedIn

Instagram

Podcast

X

Resources Mentioned in This Episode:

Wealth Formula

The Cashflow Quadrant

The ABCs of Real Estate Investing

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Produced By: Social Chameleon

This week, Mary welcomes Jude Bernard, Founder of The Brooklyn Bank (A Non-Profit Bank Alternative*), real estate broker, investor, and general contractor. Jude is a first-generation American of Haitian descent who turned an over-leveraged real estate venture into a portfolio worth tens of millions. In this conversation, he reflects on his early struggles during the 2008 financial crisis, his pivot to commercial real estate, and how he managed to salvage his portfolio without losing a single property.

Jude emphasizes the importance of discipline, continuous learning, and maintaining a "never again" mentality. He and Mary also explore his strategies for managing risk, the value of insurability, and the power of taking full accountability for your actions. Lastly, he shares his approach to exit strategies—ensuring multiple options to protect and transfer equity—and the mindset necessary for long-term success in real estate.

Topics Include:

• The Power of Discipline and Mindset
• Navigating the Challenges of Scaling Up
• The Sacrifices Required for Success
• Risk Management in Real Estate
• Exit Strategies and Long-Term Planning

Connect with Jude and Brooklyn Bank:

Website

LinkedIn

Instagram

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Produced By: Social Chameleon

*a 501 (c)(3) non-profit organization (a non-member of the FDIC) dedicated to providing underserved individuals of color.

This week, Mary Kathryn Johnson sits down with Joel Louis, CMO of Planet Wealth, as he shares his inspirational journey from an engineering career at Intel to becoming a successful entrepreneur. Joel reflects on the skills and lessons he's gained throughout his career, emphasizing the value of leveraging past experiences to fuel future success. He highlights the power of building and activating a community, harnessing data, and taking consistent, incremental steps toward long-term goals.

Joel also discusses his transition from a stable corporate job to the uncertain path of entrepreneurship, revealing how discovering podcasting and digital marketing transformed his trajectory. As he outlines the benefits of the Planet Wealth ecosystem, listeners gain practical strategies for approaching marketing, overcoming fear, and making data-driven decisions. This episode offers a motivational roadmap for anyone ready to shift their mindset, build a strong support system, and pursue an entrepreneurial path—all with the goal of closing the wealth gap and achieving lasting financial freedom.

Topics Include:

• Joel's Journey: From Haiti to Intel
• Launching a Digital Marketing Agency
• A Mission to Close the Wealth Gap
• Gamification and Incentives in Marketing
• Overcoming Fear and Embracing Data

Connect with Joel:

LinkedIn

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Produced By: Social Chameleon

This week, Planet Wealth's Mary Kathryn Johnson sits down with Emily Ward and Jess Hunichen, co-founders of Shine Talent Group—a global talent management agency with offices in Los Angeles, Toronto, and London. Originally created to support brands and PR agencies with talent management and campaign strategy, Shine has grown into a multifaceted firm representing top social talent worldwide.

Emily and Jess share their journey from PR professionals to leading a people-first business that now includes project management software, The Thread, and a venture fund, Love x Money Ventures. They discuss the challenges of scaling a relationship-driven company while expanding into SaaS and venture funding. Emphasizing adaptability, transparency, and collaboration, the duo reflects on the resilience of their partnership and offers valuable insights for entrepreneurs, creators, and anyone building a creative business.

Topics Include:

• The Birth of Shine Talent Group
• Empowering Content Creators as Investors
• The Secret to a Long-Lasting Partnership
• Challenges in People-Focused Businesses
• Learning and Adapting in the Venture Space

Connect with Emily, Jess & Shine Talent Group:

Website

Instagram

TikTok

Resources Mentioned in This Episode:

Love x Money Ventures

The Thread

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Visit Us: Planet Wealth Website

Produced By: Social Chameleon

This week, Lance is joined by Mary Kathryn Johnson, Chief Experience Officer at Planet Wealth (and soon-to-be podcast co-host), for a conversation about mindset and financial empowerment. Mary shares how Planet Wealth equips individuals with tools, support, and a structured system to help bridge the wealth gap and pursue their financial goals. She emphasizes the importance of real-time feedback, personalized guidance, and maintaining a human touch in client interactions. Together, they explore the diverse backgrounds of Planet Wealth's customers, the mindset shifts required for success, and the personal stories that fuel the company's mission.

Lance and Mary also discuss what sets Planet Wealth apart—its commitment to live, personalized support over impersonal, software-driven solutions. Mary highlights how continuous feedback drives service improvement and shares uplifting stories of clients who return to invest in their communities. They also touch on the role of data in enhancing customer experience and enabling better financial outcomes. The episode concludes by showcasing Planet Wealth's collaborative, mission-driven approach to making financial success accessible to everyone, regardless of where they start.

Topics Include:

• How Planet Wealth Strives to Understand Customers
• The Mindset and Tools for Sustained Success
• A Three-Pronged Approach to Wealth Building
• Innovation and Process in Wealth Building
• Planet Wealth Stories and Community Impact

Connect with Mary:

LinkedIn

Instagram

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Visit Us: Planet Wealth Website

Produced By: Social Chameleon

This week, financial wellness coach, motivational speaker, and bestselling author Rabbi Abraham Jacks joins us to explore how to overcome financial anxiety. After confronting $2 million in debt, Rabbi Jacks transformed his life by applying ancient wisdom and developing a five-step framework detailed in his book "Stress Less, Prosper More." He shares practical strategies for achieving financial stability and underscores the importance of mindset, community, and empathy in building lasting success. Listeners will gain actionable insights into managing their inner world to make better business decisions and attract greater abundance.

Rabbi Jacks also delves into the common roots of financial anxiety, highlighting the powerful influence of modern media and societal pressures. He introduces his PEACE system—Positive thinking, Embracing challenge, Appreciation, Certainty, and Empathy—as essential tools for overcoming fear and inviting prosperity. The episode wraps with a personal glimpse into Rabbi Jack's diverse passions, from mixed martial arts to operatic singing, offering listeners a well-rounded view of how to balance life's pursuits with financial well-being.

Topics Include:

• Discovering Ancient Wisdom and Tools
• Rabbi Jacks' PEACE Framework Explained
• Common Sources of Financial Anxiety
• Practical Strategies for Financial Improvement
• The Role of Mindset in Financial Prosperity

Connect with Rabbi Jacks:

Website

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Visit Us: Planet Wealth Website

Produced By: Social Chameleon

This week, Lance sits down with Lloyd Ross to take listeners through his compelling journey from a traditional 9-to-5 job to financial freedom. Lloyd, a successful entrepreneur and investor, runs four businesses from home and manages an equities portfolio. He discusses the common misconception that busyness equals productivity, explaining that true wealth comes from being strategic and intentional with your time. Lloyd introduces listeners to the four laws from his upcoming book, "Become Time Rich: How to Stop Being Busy and Start Getting Wealthy," which include the Law of Definite Purpose, Law of Elimination, Law of Leverage, and Law of Priority. These laws aim to help individuals align their daily actions with their ultimate goals to achieve more by doing less.

Lloyd also shares practical tips for time management and leveraging capital, offering a fresh perspective on how to attain a fulfilling and financially stable life. Towards the end of the episode, Lloyd reflects on his own career transitions, including why he left practicing law to become a financial educator. He highlights the importance of not falling for the sunk cost fallacy and making bold decisions to improve overall happiness. The episode wraps up with a heartwarming personal anecdote about how he surprised his wife and nephew with two dachshund puppies, adding a touch of warmth and humanity to the discussion on wealth-building and time management. Don't miss this enlightening conversation packed with actionable insights on achieving financial independence and living a purpose-driven life.

Topics Include:

• Time Management Strategies

• Lloyd's Four Time Laws Explained

• Learning to Leverage Your Capital

• Understanding Decision Fatigue

• Balancing Work and Personal Life

Resources Mentioned in This Episode:

Become Time Rich: How to Stop Being Busy and Start Getting Wealthy

The 4-Hour Workweek: Escape 9-5, Live Anywhere, and Join the New Rich

Free Spiritual Gifts Test

Lloyd's Podcast

Connect with Lloyd:

Website

LinkedIn

Instagram

Facebook

YouTube

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Visit Us: Planet Wealth Website

Produced By: Social Chameleon

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

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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