Episode 027: In part 2 of the trilogy, I share how to intentionally build a Family Legacy System that helps your wealth strengthen your family instead of slowing dividing it.  Drawing from my own family experiences, I walk you through the simple frameworks that can help families align their money with what matters most: Meaningful relationships, meaningful work, and meaningful giving.
 
You’ll learn why money without structure often creates confusion, conflict or entitlement – and how a clear system can turn wealth into a tool that builds connection, opportunity, and purpose across generations. 

If you want your money to do more than just grow… if you want it to strengthen your family and your legacy, this episode will give you a powerful place to start.  

Episode 026: This solo episode digs into the foundational question most people skip past: the true purpose of money.

Reflecting on my own journey— I learned to earn, save, invest, and protect money, yet spent years without clarity on its actual role in my life. That missing piece created a gap: without knowing what money is for, it’s impossible to know how much is enough.

My hope is that you’ll work towards building your own personal blueprint for money—one rooted in values, intentionality, and the life you want to create. When you define the purpose of money, you gain the ability to make aligned decisions about when to spend, when to save, and when to share. 

The episode encourages listeners to see money not as a scoreboard, but as a tool for relationships, meaningful work, and generosity.

Take a listen if you want to discover:

• The purpose of money in a meaningful life — moving beyond accumulation to clarity and intention.
• Values-driven financial planning — how knowing what matters most shapes every money decision.
• Redefining “enough” — why understanding the purpose of money helps you determine sufficiency.
• Timing and intentional use — recognizing when it’s the right moment to spend, invest, or give.
• Money as a tool for connection — using resources to deepen relationships, support meaningful work, and contribute to others.

Episode 025: In this week’s conversation, Licensed Marriage & Family Therapist Tommy Flick and I dive into the connection between the body and mind and why understanding both is so important for personal growth. We get into how the subconscious shapes what we believe, how we act, and even how we see ourselves—most of the time without realizing it.

Tommy breaks down how tools like hypnotherapy can help us rewrite old patterns and create real change. We also talk about anxiety, why self-reflection matters, and the Trivium—knowledge, understanding, and wisdom—and how those three pieces can help all of us live with more intention and fulfillment

Tommy has over a decade of experience as a Licensed Marriage and Family Therapist, helping individuals and families navigate anxiety, relationship struggles, trauma, and career challenges. He specializes in EMDR and hypnotherapy to help clients experience meaningful improvements quickly. His results‑focused approach helps people move forward with confidence and peace of mind.

It was a powerful conversation, and I’m excited for you to hear it.

Episode 024: In this episode, I interview Jeff Walters from Hines Private Wealth Solutions on 1031 and 721 exchanges. If you’ve ever wondered how to keep more of what you’ve earned while leveling up your real estate strategy, this conversation breaks it all down in a simple, practical way.

We talk through how 1031 exchanges can help you defer taxes when moving from one property to another, and why some investors choose to “retire from being a landlord” by using a 721 exchange to roll into a REIT. We also get into the real differences between private real estate deals and publicly traded REITs—how they work, what kind of control you keep, and how to think about liquidity and diversification.

Finally, we walk through the costs, the timelines, and what investors should understand before jumping into a 721 exchange. Whether you’re just starting to explore these strategies or looking to refine the way you invest, this episode gives you a clear framework to work from.

Key Takeaways

• Why strong financial coaching matters in real estate investing
• How a 1031 exchange can help you defer taxes when switching properties
• What a 721 exchange is—and how it can be a bridge into REITs
• The specific rules investors must follow to complete a 1031 exchange
• The role diversification plays in building a more resilient real estate portfolio
• How a 721 exchange can help investors step out of hands‑on landlord duties
• Why understanding liquidity and control is so important when comparing investments
• A typical four‑year timeline for completing a 721 exchange
• How investors may be able to take their cost basis out tax‑free after a 721 exchange
• The importance of talking with a financial advisor to explore your options

Episode 023: In this episode, I sit down with Alan Stein Jr. to dig into the heart of his Next Play philosophy—a mindset built around resilience, presence, and the ability to move forward with purpose after any setback. Alan and I talk about how this idea was born on the basketball court, where he spent years as a high‑performance coach working with elite athletes, and how he’s since carried those same principles into the business world.

We explore what “Next Play” really means on both a micro and macro level. On the micro side, it’s about how quickly you can reset after a mistake or disappointment. On the macro side, it’s about stepping back, reflecting, and intentionally choosing what comes next in your life or career. Alan shares how emotional awareness, visualization, and preparation all play a role in making that shift effectively.

A big theme in our conversation is the power of fundamentals—how the basics we often overlook are actually the foundation for high performance, whether you’re running a company or running a fast break. We also talk about the importance of self‑awareness, letting go of unproductive emotions, and embracing the ongoing process of becoming a better version of yourself.

If you’re navigating a transition, feeling stuck, or just looking for a practical way to stay grounded and move forward, this episode offers a ton of insight and encouragement.

Follow along with Alan on social media @alansteinjr 

Episode 022: Dave Sonntag is the Chief Philanthropy Officer for the Innovia Foundation. In this role, Dave develops charitable solutions for people, families, and organizations that align their values with making an impact in their community. 

In this episode, I sit down with Dave to talk about the true power of generosity—and why it’s about far more than money. Dave shares how generosity can be life‑changing not just for the people on the receiving end, but for those who choose to live with a mindset of giving.

We explore why so many people feel like they have to “wait” to be generous, and how that belief often gets in the way of doing good right where we are. Dave challenges the idea that generosity requires wealth or the perfect situation, reminding us that time, attention, encouragement, and effort are often the most meaningful gifts we can offer.

Dave also talks about the importance of forming habits around giving and opening our minds to the many different ways generosity can show up in everyday life. Whether you’re leading a family, a team, or a community, this conversation is a powerful reminder that generosity is accessible to everyone—and when practiced intentionally, it can have a lasting impact well beyond what we see.

Episode 021: In this episode, I sit down with Gary Gray for a wide‑ranging conversation on movement, mindset, and what it really means to live well in three dimensions. Gary has spent decades teaching that movement isn’t just something we do—it’s how we learn, grow, and navigate life. And if we don’t understand movement in all three planes, we’re missing the full picture.

We talk about the PST process (Principle–Strategy–Technique) and why understanding the why behind our actions matters just as much off the gym floor as it does on it. That leads us into Gary’s concept of the Triadox—the balance of mind, body, and spirit—and how living in 3D applies to parenting, coaching, leadership, and everyday decision‑making.

We also dig into the role of authentic encouragement and collaboration, and why engagement, empowerment, and encouragement aren’t buzzwords—they’re essential if we want people to truly grow. One of my favorite parts of this conversation is how Gary reframes emotions like pain, fear, and guilt, showing how they can be transformed into productive drivers instead of obstacles.

We finish by talking about kids, generosity, and teaching the joy of movement early—because movement literacy, generosity literacy, and critical thinking all shape how we show up in the world.

This episode is about moving better, thinking deeper, and living more fully—in every dimension.

Find Gary on social media @grayinstituteofficial

Episode 020: Phil Town is an investor, teacher, and bestselling author of Rule #1, known for making long‑term investing more understandable and more approachable. Before becoming a professional investor, Phil lived an unconventional life that included river guiding in the Grand Canyon—an experience that shaped his perspective on risk, decision‑making, and patience. Over the years, he’s helped millions of everyday investors think differently about money by focusing on clarity instead of complexity.

In this episode, Phil walks us through the 4 M’s of investing, a simple but disciplined framework designed to help investors make better long‑term decisions—especially during volatile markets.

The first “M” is Meaning. Phil believes the best investments start with businesses you actually understand. If you can’t clearly explain how a company makes money, what problem it solves, and why customers choose it, it may not belong in your portfolio. Investing isn’t about chasing trends—it’s about knowing why you own what you own.

Next is Moat. Phil breaks down the importance of competitive advantages and why truly great businesses can protect profits over time. Whether it’s brand power, switching costs, network effects, or proprietary systems, moats help companies stay resilient through economic cycles. Without a moat, even strong companies can struggle to compound consistently.

The third “M” is Management. Phil explains why investors should care just as much about who’s running the company as the numbers on the spreadsheet. Ethical leadership, aligned incentives, and a long‑term mindset matter. Great management teams think like owners—and that can make all the difference when times get tough.

Finally, Phil covers Margin of Safety, which he believes is where discipline truly shows up. Buying great businesses is only half the equation—buying them at a price that gives you room for error is what helps reduce downside risk. Phil shares how patience and valuation work together to help protect investors from emotional decisions and overconfidence.

Throughout the conversation, Phil reminds us that successful investing isn’t about being flashy or fast—it’s about commitment, consistency, and staying within your circle of competence. This episode is a powerful reminder that when you focus on quality and discipline, compounding has a chance to work.
 
 Phil Town is hosting his next workshop in March, 2026.  Check him out on social media @ruleoneinvesting to get details.  

Episode 019: Jen and Lee Wirth are identical twins, former Division I basketball players at Gonzaga, and now powerhouse entrepreneurs. We dive into the lessons sports taught them, the confidence that comes from embracing who you are, and why small, consistent habits are the foundation for long-term wealth, health and happiness. 

Jen and Lee share their journey from athletes to business owners, the importance of sustainability in fitness and nutrition, and how community and accountability can transform your health and mindset. If you’ve ever wondered how to transition from a competitive environment to building a life you love, this conversation is packed with insights you won’t want to miss.

Key Takeaways:

• Confidence starts with embracing who you are.
• Small, consistent habits may lead to big results.
• Investing in your health pays lifelong dividends.
• Sustainability matters in fitness and nutrition.
• Surround yourself with people who share your goals.
• Nutrition is the foundation of well-being.
• Train for functional strength and mobility.
• There’s never a perfect time—just start.

Episode 018: Jay Crowell has spent more than 22 years in the mortgage world—most of them at Cornerstone—driven by a genuine heart for service and a relentless pursuit of excellence. Today, he leads Cornerstone’s National Retail Division, but he’s also been recognized among the top 1% of loan originators nationwide for over two decades. 

We dig into the real questions people face when deciding whether to rent or buy, why location matters more than most people think, and how understanding your mortgage options can impact your finances. Jay shares his own journey into lending, the lessons he’s learned along the way, and why enthusiasm and clarity can transform not just your career, but your life.

From cash flow on investment properties to the long‑term wealth benefits of homeownership, we cover it all—while also reminding ourselves that there’s nothing better than reconnecting with old friends. If you’re thinking about buying, renting, investing, or just want a fresh perspective from someone who’s been at the top of this industry for years, this episode is packed with insight.