In this episode of Wisdom and Wealth, host Cory Procter dives into tax-smart strategies for charitable giving. He explains why donating cash is often the least efficient option, since it may expose givers to higher tax burdens. Instead, he highlights the advantages of donating appreciated stocks, which allows donors to bypass capital gains taxes while maximizing their impact.

Cory also compares donor-advised funds with private foundations, noting that donor-advised funds are typically simpler to manage and come with stronger tax benefits. For landowners, he explores the use of conservation easements, which provide both long-term land preservation and significant tax deductions.

Finally, Cory shares bonus gifting strategies, including making use of the annual gifting exclusion and paying education costs directly to institutions—both of which can avoid the need for gift tax reporting.

This episode provides practical, tax-savvy ways to align generosity with financial wisdom.

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In this episode, Cory Procter dives into the crucial role of truth and transparency in financial planning, especially for women. Drawing from Jordan Peterson’s philosophy, Cory emphasizes the growing importance of women in wealth management, noting that by 2030, 70% of all wealth will be controlled by women.

He outlines three major financial pitfalls women often face:

1. Being excluded from important financial conversations.

2. Having outdated beneficiary designations.

3. Lacking proper financial protection in remarriage.

Cory also shares six essential questions women should ask their financial advisors to safeguard their future. With trillions of dollars poised to transfer to women in the coming years, he encourages listeners to be discerning, proactive, and empowered in every financial decision.

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In this episode, Cory Procter addresses one of the most overlooked financial challenges: preserving inherited wealth. With an estimated $84 trillion expected to transfer between generations by 2045 — and $3 trillion to Gen X and Millennials — Cory warns that 70% of wealth is lost by the second generation, and 90% by the third.

He breaks down the key reasons behind this loss, highlighting that only 40% is due to poor investments. The real culprits? Probate, taxes, and lawsuits. Cory outlines how proper estate planning — including LLCs, trusts, and business succession plans — can shield families from these threats.

He emphasizes the importance of intentional planning, proper titling of assets, tax strategy for inherited IRAs, and teaching beneficiaries to view wealth as a stewardship responsibility. Whether you're passing down assets or preparing to receive them, this episode offers practical insight into protecting your legacy.

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In this powerful episode of Wisdom & Wealth, Cory Procter sits down with Skylar Lewis, founder of Rise Up Kings, to discuss the transformative journey from personal struggle to success. Skylar opens up about his early life challenges and how mentorship helped shape his growth as a leader and entrepreneur.

He introduces his guiding framework: the Four Pillars of success—Faith, Family, Fitness, and Finance—and explains why true fulfillment comes from balancing all four. Skylar shares how personal reinvention and self-reflection helped him improve his leadership and scale his business, and why men must prioritize their physical and spiritual health to unlock their full potential.

This episode is a call to action for men seeking to lead with purpose at home, in business, and in life.

Skylar is also the author of "The 2 Day CEO: Systemize Your Business, Empower Your Team, and Leave a Legacy."  All the information you need about Rise Up Kings can be found at https://riseupkings.com 

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In this episode of Wisdom & Wealth, host Cory Procter sits down with Trav Bell, internationally known as The Bucket List Guy, to talk about how intentional living and goal-setting can radically transform your life.  Trav is also Cory's accountability coach.

With a background in personal training and entrepreneurship, Trav shares his inspiring journey from running a successful business to facing personal struggles—including depression—and ultimately discovering his calling as a motivational speaker and life coach. He opens up about how creating a personal "bucket list" gave him direction, clarity, and energy when he needed it most.

Trav discusses the power of vision, confidence, and accountability, and why surrounding yourself with the right people can help you overcome even the biggest obstacles. He encourages listeners to stop living on autopilot and start living with purpose—one bucket list item at a time.

This episode is packed with powerful insights for anyone ready to take charge of their goals, energy, and mindset.

Read all about Trav's mission at https://thebucketlistguy.com. 

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In this episode of Wisdom & Wealth, host Cory Procter sits down with Raul Gonzalez, founder of TMS Insurance in San Antonio, Texas. Raul shares his powerful journey from serving as a worship pastor to building a thriving Medicare-focused insurance agency from the ground up.

Starting with no agents and limited resources, Raul leaned into an entrepreneurial mindset, relentless self-development, and meaningful relationships to grow his business. He credits much of his leadership philosophy to the classic book How to Win Friends and Influence People, emphasizing that selflessness and service are key to long-term success.

Despite recent legislative challenges facing the insurance industry, Raul remains optimistic—choosing to focus on development, adaptability, and creating opportunities for others. Today, he continues to expand his services and empower the next generation of agents.

This episode is a must-listen for anyone navigating business growth with purpose, grit, and heart.

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In this episode of Wisdom & Wealth, Cory Procter shares practical wealth-building strategies for those who may not yet meet the minimum investment requirements for traditional advisory firms. Cory emphasizes that true financial success starts with financial literacy and mindset—not money.

He encourages listeners to begin with monthly budget meetings, track their spending, and view money as a tool rather than something to fear or avoid. Cory also warns against the trap of credit card debt, explaining how it sabotages long-term wealth.

The episode dives into simple, actionable investment steps—like opening a Roth IRA, building an income stream, and exploring stocks, real estate, and even private equity when ready. Cory wraps up by stressing the importance of surrounding yourself with wise people and taking small, consistent steps toward a more stable and successful financial future.

Whether you're just starting out or working to rebuild, this episode offers clarity, encouragement, and real tools to get moving in the right direction.

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In this episode of Wisdom & Wealth, host Cory Procter sits down with Chad Gundersen, Executive Producer of the hit series The Chosen. Chad shares the incredible story behind the creation of the groundbreaking show, which has reached millions globally with its powerful portrayal of the life of Jesus.

He opens up about the early challenges of getting The Chosen off the ground, the role of faith and perseverance in the creative process, and how he and the team built something truly unique outside of traditional Hollywood systems. Chad also gives listeners a preview of what to expect in Season 5 and how the show continues to grow its impact.

This episode offers an inspiring look into storytelling with purpose, leadership in media, and the drive to create something that moves people at their core.

You can now stream The Chosen on Amazon Prime Video.  Seasons 1-4 are available in their entirety and Season 5 premiered on June 15th with the first 2 episodes. The remaining episodes will be released in two subsequent weeks: 3 episodes on June 22nd, and the final 3 on June 29th. 

Visit https://www.thechosen.tv/en-us for everything you need to know about the series.

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In this episode of Wisdom and Wealth, Cory Procter sits down with Mike Zimmerman, General Manager of Cummins Clean Fuel Technologies, to unpack his journey of leadership, growth, and impact in the clean energy transportation space.

Mike shares how he helped launch the CNG division at Rush Trucking, growing it from a two-person team to nearly 150 employees over the course of a decade. With over 10,000 vehicles processed annually, his focus on service, culture, and long-term partnerships—especially with Cummins—has driven remarkable results.

From navigating business challenges to building strong teams, Mike emphasizes the importance of perseverance, strategic thinking, and family support in creating lasting success.  

To learn more about Pro Capital Wealth Management, visit https://www.procapitaltx.com.  

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Why Entrepreneurs Feel Overwhelmed — and How to Finally Fix That

In this episode of Wisdom & Wealth, Cory Procter tackles the often unspoken challenges that come with entrepreneurship — stress, burnout, and the constant feeling of being overwhelmed. Cory breaks down the root causes of this overwhelm, from a lack of systems to trying to do everything yourself.

Listeners will walk away with practical tools to regain control, including the importance of creating repeatable processes, identifying tasks to delegate or eliminate, and making mindset shifts that help reduce the pressure. Cory also shares insights on how to back office tasks that don’t serve your highest priorities and build a more sustainable, focused approach to business.

Whether you’re a new entrepreneur or a seasoned pro, this episode offers real-world solutions to help you work smarter, not harder — and find more peace in your day-to-day grind.

To learn more about Pro Capital Wealth Management, visit https://www.procapitaltx.com.  

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