In this powerhouse episode of the Think Millions Podcast, host Dr. Alexa D’Agostino sits down with Stephen Scoggins to dive into the hidden challenges even successful entrepreneurs face. Despite outward success, many still struggle internally with fear, burnout, and limiting beliefs that block their next level of growth.

Stephen shares the mindset shifts and hard truths needed to break through these invisible barriers. From overcoming self-sabotage to redefining what success truly means, his personal story and strategies will leave you inspired and equipped to grow, mentally, emotionally, and financially.

If you've ever hit a milestone and still felt stuck, this episode will show you how to release the blocks that are holding you back from becoming your most powerful self.

Key Parts of the Conversation:

• [02:15] Fear doesn’t go away with wealth – Stephen explains how fear simply changes shape as you climb the success ladder.
• [07:40] The hidden cost of burnout – Why many entrepreneurs push through exhaustion and how to recognize early warning signs.
• [14:10] Breaking free from limiting beliefs – Stephen shares actionable steps to rewire your mindset and remove invisible success barriers.
• [21:30] Building sustainable success – A framework for achieving growth while maintaining mental and emotional well-being.
• [29:50] Redefining what it means to be wealthy – Moving beyond money to experience true fulfillment and freedom.

Great Quotes from the Podcast:

• “Fear doesn’t disappear with wealth, it just puts on a nicer suit.” 
• “Burnout isn’t a badge of honor; it’s a warning sign that your success isn’t sustainable.”
• “Your next level of growth isn’t about doing more, it’s about believing differently.”
• “True wealth is when your mind is as free as your bank account is full.”
• “Limiting beliefs are invisible fences, you won’t see them until you try to break through.”

Resources

• All Episodes: Think Millions Podcast
• Questions or Comments: [email protected]
• Alexa’s Instagram: @dralexadagostino
• Alexa’s Website: AlexaD'Agostino.com
• Book a Discovery Call with Alexa: Discovery Call
• ThynkFuel Agency: ThynkFuelMedia.com

In this powerful episode of Think Millions, Dr. Alexa D’Agostino sits down with Mark Murphy, CEO of Northeast Private Client Group, bestselling author of The Ultimate Investment, and one of the top-ranked financial security professionals in the U.S.

Mark shares his 40-year journey in the financial planning industry and reveals why wealth without intention is meaningless. This episode isn’t just about money, it’s about building a life by design, cultivating multi-generational wealth, and becoming the kind of leader who lifts others along the way.

From differentiating yourself in a crowded market to investing in yourself and your community, Mark delivers a masterclass in strategic thinking, wealth philosophy, and personal growth. If you’re ready to level up your income, impact, and inner circle, this one’s for you.

• [2:43] Networking vs. Net-Weaving
  Mark’s philosophy on building transformational relationships through value-first giving.
• [4:10] What Strategy Really Means
  Strategy isn’t about more money, it’s about multi-generational wealth and a life by design.
• [4:39] The Only 3 True Wealth Builders
  Business, real estate, and financing deals, not traditional financial vehicles.
• [5:28] The Golden Rules
  Your money must work while you sleep. Your business must make revenue without you.
• [6:25] Two Businesses Every Entrepreneur Has
  Cash-flow business vs. the visionary business they wish they had.
• [7:06] Making Bets, Not Just Guesses
  Growth comes from informed risks backed by strong networks.
• [8:27] Entrepreneurial Ego & Lifestyle Creep
  The dangers of keeping up with the Joneses and overspending.
• [9:04] ARR Over Flashy Assets
  Importance of predictable recurring revenue over risky one-time wins.
• [10:12] Failure = Market Research
  Optimists see failure as feedback. Pessimists expect it. Mindset is everything.
• [11:04] Opportunity Thinking
  Entrepreneurs see problems as windows to innovate and pivot.
• [12:22] Book Success
  The Ultimate Investment hits #1 on Amazon—25,000+ copies sold in week one.

• “I don’t believe in competition. I believe in differentiation.”
• “True wealth is built in your business, in real estate, and by financing deals—not by hoarding 401ks.”
• “The best investment you’ll ever make is the one you make in yourself.”
• “Entrepreneurship isn’t a title. It’s a way of thinking.”
• “Money is never about math—it’s always about psychology.”
• “You can’t believe your own bullshit. The world has a way of keeping you humble.”
• “Failure isn’t final—it’s market research in disguise.”
• “I want to be the best husband and father I can be. Business is easy. Family is the real work.”
• “If your income isn’t recurring, your lifestyle is always at risk.”
• “Who do I need to collaborate with to grow my freedom—not just my income?”

Resources

• All Episodes: Think Millions Podcast
• Questions or Comments: [email protected]
• Alexa’s Instagram: @dralexadagostino
• Alexa’s Website: AlexaD'Agostino.com
• Book a Discovery Call with Alexa: Discovery Call
• ThynkFuel Agency: ThynkFuelMedia.com

In this episode of the Think Millions Podcast, Dr. Alexa D’Agostino sits down with Ashley Rogers, a powerhouse in the CPG (Consumer Packaged Goods) space. Ashley has built and sold four companies, generated over $40 million in sales, and now dedicates her time to helping founders avoid costly mistakes through her mentorship platform, Shelf-Made.

From baking protein cookies in her kitchen to leading Sprinkle CPG and working with Sprinkles Cupcakes, Ashley shares her hard-won lessons on retail strategy, product development, and the emotional highs and lows of entrepreneurship. She also dives into why small brands fail in big-box retail, how to break into stores like Target, and why building community is the secret weapon most founders overlook.

Whether you're launching your first product or scaling your second, this episode is a masterclass in grit, strategy, and brand-building brilliance.

Key Parts of the Conversation:

1:27 – 2:36 – Why She Keeps Returning to CPG
Despite the grind, Ashley thrives in the space because of her passion and resilience.

2:36 – 4:13 – The Buff Bake Origin Story
From health-conscious cravings to protein cookies made in her kitchen and scaled with hustle.

4:23 – 5:19 – Spudzy and Building with Mission
Creating a brand around upcycled sweet potatoes and learning the power of brand purpose.

5:33 – 7:12 – Learning from Mistakes
Ashley’s biggest lesson: pricing for profit. Margins matter more than hype.

7:51 – 10:49 – Getting into Retail (and Staying There)
Why small brands fail in retail and the importance of starting small, building a data story, and focusing geographically.

10:49 – 12:50 – What Went Wrong with Mighty Yum
Dr. Alexa shares her own CPG challenges—scaling too fast, shelf-life issues, and cash flow struggles.

12:54 – 14:08 – Retail vs. D2C
Why TikTok Shops are the new frontier and why it all depends on your product.

15:16 – 16:15 – Where to Invest First
Put your first dollars into product development and branding—not just marketing.

16:23 – 17:10 – Red Flags in Early Brands
If it doesn’t look good or taste good, it won’t last.

17:55 – 18:58 – Product or Story: What Comes First?
Founders are the new influencers. People buy into people before the product.

19:31 – 20:25 – From Spudzy to Sprinkle CPG
How Ashley leveraged relationships and investment to transition into her next big chapter.

21:32 – 24:39 – Shelf-Made: Building a Founders Community
A behind-the-scenes look at Ashley’s platform to help CPG founders navigate the industry and connect with each other.

24:44 – 26:06 – Final Fun Question
Ashley’s guilty pleasure snack, chocolate—and a shoutout to Sprinkles chocolate line.

Great Quotes from the Podcast:

• "I’m an idea person and an executor. You just have to start."
• "Getting on the shelf is one thing. Staying on the shelf is a whole different game."
• "It took me three companies to understand the importance of pricing for profit."
• "If it doesn’t taste good, no one’s buying it again. If it doesn’t look good, they won’t buy it the first time."
• "Start small. Make one retailer work before you chase all of them."
• "Founders are the new influencers. People want to buy into people, not just products."
• "Creating a product is fucking hard. That’s why I built Shelf-Made—to make it a little less lonely."

Resources

• All Episodes: Think Millions Podcast
• Questions or Comments: [email protected]
• Alexa’s Instagram: @dralexadagostino
• Alexa’s Website: A

In this powerhouse episode of the Think Millions Podcast, host Dr. Alexa D’Agostino sits down with Ben Reinberg, renowned as the “King of Commercial Real Estate,” to unpack the secrets of building unstoppable and generational wealth. Ben shares how he transitioned from accountant to multi-billion-dollar real estate mogul, dives deep into his new book "Hard Assets and Hard Money for Hard Times", and explains the essential mindset, resilience, and blueprint needed to build lasting success—especially through tough market cycles.

Whether you're a seasoned investor or just starting your wealth journey, this episode is your front-row seat to a masterclass in commercial real estate, personal growth, and empire-building.

Key Parts of the Conversation:

• [1:10] – From accountant to commercial real estate mogul
• [2:26] – Why Ben wrote his new book: Hard Assets and Hard Money for Hard Times
• [3:31] – Building generational wealth: planning, asset protection, and legacy
• [4:46] – Wealth is about more than money—it’s about mindset and impact
• [6:13] – Why commercial real estate thrives in hard times
• [10:27] – Ben reflects on becoming a real leader—emotional moment from the book
• [11:49] – Game-changing lesson: “Seek the truth in what other people are saying”
• [13:31] – Wealth-building requires emotional intelligence and self-awareness
• [15:00] – Ben’s pivotal personal challenge: not liking the man in the mirror
• [16:37] – Deal gone wrong: Overleveraged office campus and lessons learned
• [17:58] – The importance of avoiding recourse and smart use of debt
• [23:44] – Building a personal brand to help others and leave a legacy
• [25:00] – How content creation helped grow his business and inspire others
• [26:24] – Why mentorship, mindset, and technical skills must go hand in hand
• [28:26] – Where to invest now: CRE, blockchain, AI, and smart money
• [30:13] – The power of hard assets in uncertain economic times
• [31:35] – Blueprint to build, retain, and protect your empire
• [32:56] – Focus on your lane: “Complexity is the enemy of execution

Great quotes from the podcast:

• "Wealth building is not for the faint of heart—it’s not a get-rich-quick scheme. It’s a fortress built over time."
• "The ability to hold—through cycles, through storms—is the secret to success in commercial real estate."
• "Seek the truth in what other people are saying. That shift in mindset will change your life."
• "Complexity is the enemy of execution. Focus, simplify, and invest in smart money."
• "Leadership, transparency, and consistency aren't buzzwords—they're the foundation of real, lasting wealth."
• "You can’t build an empire unless you work on yourself first. The most important asset is you."

Resources

• All Episodes: Think Millions Podcast
• Questions or Comments: [email protected]
• Alexa’s Instagram: @dralexadagostino
• Alexa’s Website: AlexaD'Agostino.com
• Book a Discovery Call with Alexa: Discovery Call
• ThynkFuel Agency: ThynkFuelMedia.com

In this episode of the Think Millions Podcast, Dr. Alexa D’Agostino sits down with Zachary Beach, a multi-million dollar real estate investor and expert in creative financing. Zachary shares his journey from bartender to real estate mogul, revealing how he leveraged creative financing strategies to build wealth without relying on banks, large down payments, or personal credit.

They dive into why NOW is the best time to invest in real estate, even with high-interest rates, and how you can get started—even as a beginner or with a full-time job. If you’ve ever wanted to invest in real estate but felt held back by financial barriers, market uncertainty, or fear, this episode will give you the exact steps to start!

PLUS: Get Zachary’s Amazon Bestselling Book for Free! Link below!

Key Takeaways:

• Why NOW is the best time to invest in real estate—even in a high-interest market.
• How seller financing and creative financing help investors acquire property with little to no money down.
• The #1 way to find and negotiate real estate deals (even if you’re starting from scratch).
• How to transition into real estate investing while still working a 9-to-5.
• Why waiting on the sidelines is the biggest mistake investors make—and how to capitalize on market uncertainty.

Want to learn how to invest in real estate using creative financing?
Get Zachary Beach’s Amazon Bestselling Book for Free at WickedSmartBooks.com/millions2

Listen now and learn how to build wealth in real estate the smart way!

Key Parts of the Conversation:

[0:18 - 1:16] The Power of Side Hustles

• Zachary shares how he started as a bartender and side hustler before transitioning into real estate.
• Why side hustles teach essential skills like communication, sales, and negotiation.

[1:17 - 2:45] Zachary’s Journey: From Bartender to Real Estate Mogul

• How his father-in-law lost everything in 2008 and rebuilt his business through creative financing.
• The lessons Zachary learned about resilience, opportunity, and long-term wealth-building.

[3:46 - 4:55] Why NOW is the Best Time to Invest in Real Estate

• How rising interest rates are creating more opportunities for savvy investors.
• Why market downturns are when millionaires are made—if you know where to look.

[5:39 - 6:45] The Secret to Building a Cash Flow Portfolio

• How to buy real estate without using your own money or credit.
• Why seller financing and subject-to deals are game-changers in this market.

[7:15 - 8:22] The #1 Mistake New Investors Make

• Why waiting for the "perfect" time is the worst strategy.
• How to find motivated sellers and secure great deals—today.

[12:50 - 14:00] How to Start Real Estate Investing for Free

• Zachary’s go-to strategy for finding real estate deals without spending a dime.
• Step-by-step instructions on how to approach sellers and craft win-win deals.

[16:45 - 18:10] The Role of Confidence & Education in Success

• Why confidence comes from competence—and how to gain both.
• How having a mentor or coach can fast-track your success in real estate and business.

[20:30 - 22:00] Scaling Your Real Estate Business Without Getting Overwhelmed

• Why real estate is a relationship business, not just about properties.
• How to build a team and delegate tasks to focus on growth.

[24:00 - 26:00] How to Get Zachary’s Amazon Bestselling Book for Free

• Where to get Zachary’s book for free to dive deeper into creative financing.
• Final words of encouragement for those ready to take action and start investing.

Great Quotes from the Podcast:

• "

In this captivating episode of Think Millions, Dr. Alexa D'Agostino sits down with Kyle Alfre—former NFL player, entrepreneur, venture capitalist, and yes, a beekeeper. Kyle is the Chief Maverick at Champion Management Co and a key principal at Champion Venture Partners (CVP), where he helps lead a $100 million private equity fund.

From walking on to a college football team to signing four NFL contracts, Kyle’s journey is defined by relentless drive, strategic risk-taking, and a mindset rooted in growth. But here’s the twist—beekeeping has taught him as much about leadership and business as the NFL and venture capital ever did.

Discover how the lessons from the hive—teamwork, structure, and knowing your role—mirror the essentials of scaling companies and managing investments. Kyle shares his investment philosophy, red flags in startups, and why betting on the right people matters more than just the numbers. This episode is packed with actionable insights for entrepreneurs, investors, and anyone chasing their version of success.

Key Parts of the Conversation:

1. Reconnecting with an Old Friend & Business Partner (0:00 - 1:37)
   • The serendipitous story of how childhood friends reconnected after years apart to become business partners.
2. The NFL Journey: From Walk-On to Professional Athlete (1:37 - 4:13)
   • Overcoming injuries, working as a bouncer, and the obsession that fueled Kyle’s path to the NFL.
3. From the Gridiron to the Boardroom (4:26 - 6:59)
   • How lessons from football—discipline, resilience, and salesmanship—translated into a successful venture capital career.
4. Investment Philosophy: Betting on People, Not Just Numbers (8:55 - 15:45)
   • What CVP looks for in startups: growth-stage companies, sports tech focus, and leadership teams who bet on themselves.
5. The Art of Due Diligence (16:29 - 19:46)
   • Insights into CVP’s rigorous due diligence process and the red flags that cause immediate investor hesitation.
6. Top 10 Lessons for Entrepreneurs (19:50 - 21:47)
   • A rapid-fire recap of Kyle’s most impactful business philosophies—from solving real problems to the importance of delegation.
7. Business Lessons from Beekeeping (21:57 - 23:46)
   • The hive as a metaphor for business: every bee has a role, just like every team member. Success comes from collaboration and knowing when to get out of your own way.
8. Closing Thoughts & Takeaways (23:47 - End)
   • Final reflections on betting on yourself, surrounding yourself with the right people, and yes—getting some sweet “honey” at the end of your hard work.

Great Quotes from the Podcast:

1. "Success isn’t handed to you. It’s chased down with grit, determination, and a touch of obsession."
2. "You get paid in direct proportion to the difficulty of the problems you solve." – Elon Musk
3. "Founders often struggle because they won’t get out of their own way. Building a great product doesn’t mean you know how to build a great company."
4. "The hive only works if every bee knows its role. Business is the same—surround yourself with people who can do what you can’t."
5. "The most successful people bet on themselves—not with arrogance, but with unshakable belief in their ability to figure it out."
6. "It’s not just about numbers on a spreadsheet. It’s about the people behind those numbers and their ability to execute."
7. "If your pitch is 80 pages long and I still don’t know what problem you’re solving—that’s a problem."
8. "When Sam Altman pitched ChatGPT, he said, ‘We’ll ask the AI how to make money.’ Everyone laughed—except Elon Musk and Peter Thiel, who wrote him a check."
9. "You can’t grow a billion-dollar company with a million-dollar mindset."
10. "If you do

In this exciting episode of the Think Millions Podcast, Dr. Alexa D'Agostino sits down with Ed Crump, a tech innovator and co-founder of Amazon Alexa and Nike’s Tech Innovation Office. Ed shares his incredible journey in developing cutting-edge technologies, building large-scale teams, and driving innovation across industries. From the inception of Alexa to the transformative power of AI today, Ed reveals the secrets behind fostering innovation, managing ambiguity, and scaling businesses at record speed. Plus, hear about his latest venture with Champion Venture Partners and how they’re investing in the future of sports tech and wellness.

Key Parts of the Conversation:

• [0:42 - 1:39] – Introduction of Ed Crump, his impressive career, and his contributions to Nike, Amazon Alexa, and more.
• [5:11 - 6:51] – How AI is accelerating product development and why start-ups can move faster than ever before.
• [8:48 - 11:10] – The surprising story behind how the name “Alexa” was chosen and why other options didn’t work.
• [12:09 - 15:23] – Leveraging AI and technology for business growth—how to focus on innovation and strategic thinking.
• [18:40 - 22:14] – Building large cross-functional teams at Amazon and lessons in managing ambiguity while driving results.
• [26:30 - 30:41] – Balancing long-term strategic thinking with the need for rapid short-term execution in fast-moving industries.
• [31:07 - 36:55] – Ed and Alexa discuss their latest venture with Champion Venture Partners and the intersection of tech, sports, and health.

Great Quotes from the Podcast:

• "Stop overthinking it. Get started, get after the things, and let the feedback guide you." – Ed Crump
• "Speed, speed, speed – that’s why I am where I am today." – Alexa
• "Innovation thrives on ambiguity. If you're not comfortable with uncertainty, you're not innovating." – Ed Crump
• "Your personal AI in the future will be a reflection of you, not just a corporation." – Ed Crump
• "Bias for action and being vocally self-critical are the secret to marrying long-term vision with short-term execution." – Ed Crump

Resources:

• For all of our episodes, you can visit: https://www.thynkmillions.com/think-millions-podcast
• For comments or questions, email us at [email protected]
• Alexa’s Instagram: https://www.instagram.com/dralexadagostino/
• Alexa's Website: https://www.alexadagostino.com/
• Book a call with Alexa: https://alexadagostino.com/discovery
• Alexa's Full-Service Agency Thynkfuel Website: https://www.thynkfuelmedia.com

Description:

In this episode of the Think Millions Podcast, Dr. Alexa D'Agostino sits down with Dr. Bill Dorfman for part two of their incredible conversation. Dr. Dorfman is not only a world-renowned dentist and entrepreneur but also the founder of LEAP Foundation, a nonprofit program empowering young adults with the confidence, life skills, and mentorship needed to thrive.

Dr. Dorfman shares how he built billion-dollar brands like Zoom Teeth Whitening, but this time, the focus shifts to his passion for giving back. From inspiring students to believe in themselves to surrounding themselves with greatness, this episode highlights the transformative power of mentorship and community.

Whether you're an entrepreneur, parent, or someone looking to make a difference, this episode will leave you inspired to lead with purpose and impact the next generation.

Key Parts of the Conversation:

0:04 – 1:13 – Welcome Back and Recap

• Why Dr. Dorfman returned for a second episode to continue the conversation.
• If you missed part one, Alexa encourages listeners to go back and catch up.

1:14 – 3:13 – LEAP Foundation’s Origin Story

• How Dr. Dorfman revived and transformed an old mentorship program into the thriving LEAP Foundation.
• LEAP’s mission to teach life and entrepreneurial skills to students ages 15-25.

3:14 – 5:48 – What Students Learn at LEAP

• Soft skills, time management, communication, and resume-building.
• Real-life skills for applying for jobs, networking, and managing money.
• Mentorship from top speakers like Richard Branson, Mark Wahlberg, and Usher.

5:49 – 7:26 – The Power of Mentorship and the Mentor Workshop

• How LEAP’s speed-dating style mentor session connects students with industry leaders.
• Invitation for listeners to mentor at Pepperdine University in July 2025.

7:27 – 9:50 – Teaching Confidence and Overcoming Fear of Failure

• Dr. Dorfman explains why fear of failure is the biggest obstacle to success.
• His philosophy: “I never fail – I practice until I get it right.”

9:51 – 12:03 – The 10 Culture Mentality

• Teaching students to “walk like a 10, talk like a 10, and surround themselves with 10s.”
• Why surrounding yourself with the right people is crucial for success.

12:04 – 14:24 – How to Get Involved and Sponsor a Student

• Opportunities to sponsor a student or volunteer as a mentor.
• How Dr. Dorfman helps kids from low-income families attend LEAP through sponsorships.

14:25 – 15:42 – Special Offer

• Special $500 discount for listeners who sponsor or send a student to LEAP.
• How to get involved and be part of this life-changing program.

Great Quotes from the Podcast:

• "I never fail. I just keep practicing until I succeed."
• "Surround yourself with 10s. If you hang around 2s, you’ll never be a 10."
• "Opportunities don’t just happen – you create them and master them."
• "Practice doesn’t make perfect – practice makes permanent. Make sure you’re practicing the right things."
• "The biggest thing holding people back is fear of failure. Refuse to quit and success will follow."'

Resources:

• For all of our episodes, you can visit: https://www.thynkmillions.com/think-millions-podcast
• For comments or questions, email us at [email protected]
• Alexa’s Instagram: https://www.instagram.com/dralexadagostino/
• Alexa's Website:

In this episode of the Think Millions Podcast, Dr. Alexa D'Agostino sits down with Dr. Bill Dorfman, the world-renowned cosmetic dentist, entrepreneur, and TV personality who has redefined dentistry and entrepreneurship. Dr. Dorfman shares his journey from starting a dental practice in Beverly Hills to building billion-dollar brands like Zoom Teeth Whitening, appearing on Extreme Makeover, and creating innovative products. He also discusses his core values, lessons learned, and the importance of thinking beyond the limits of your industry.

Whether you’re an entrepreneur, creative, or simply seeking inspiration, this episode offers invaluable insights on innovation, leadership, and the power of dreaming big.

Key Parts of the Conversation

1:33-3:24 – Early Career Lessons: Copying Genius

• How shadowing top dentists in Beverly Hills helped him build a standout practice.

3:25-4:52 – Breaking Barriers in Dentistry with Advertising and PR

• Leveraging advertising and public relations to build a successful practice.

4:53-7:26 – Creating Iconic Products and Leveraging TV Opportunities

• Development of Zoom Teeth Whitening and its rise to $200M in annual sales through strategic exposure on Extreme Makeover.

7:27-8:06 – Scaling a Business to $1.3 Billion

• Growth of Discus Dental and its eventual acquisition by Philips.

8:07-10:48 – Balancing Family, Entrepreneurship, and Leadership

• The importance of building a strong support team and delegating effectively.

10:49-13:34 – Core Values and Giving Back

• Dr. Dorfman’s humble beginnings and his commitment to education and mentorship through programs like Leap Foundation.

13:35-16:11 – Innovating During Challenges: Launching New Products

• Introducing Poof Whitening Strips and Kickballs caffeinated gum during the pandemic.

16:12-18:14 – Advice for Entrepreneurs

• Encouragement to stop dreaming and start taking action.

Great Quotes from the Podcast

1. "Don't wait for opportunities in life. Make them."
2. "When you get an opportunity, don't just take it—master it."
3. "If you leave this world without having made it better, shame on you."
4. "There’s never been a box for me—I’ve always just created without limits."
5. "Scaling to $1.3 billion wasn’t just luck—it was about taking action and leveraging every opportunity."
   
   Resources:
   • For all of our episodes, you can visit: https://www.thynkmillions.com/think-millions-podcast
   • For comments or questions, email us at [email protected]
   • Alexa’s Instagram: https://www.instagram.com/dralexadagostino/
   • Alexa's Website: https://www.alexadagostino.com/
   • Book a call with Alexa: https://alexadagostino.com/discovery
   • Alexa's Full-Service Agency Thynkfuel Website: https://www.thynkfuelmedia.com

In this episode of Think Millions, Alexa is joined by wealth strategist William Smith to uncover the strategies and mindsets behind sustainable wealth building. Drawing on years of expertise in life insurance, wealth management, and legacy planning, William reveals how anyone—from new investors to seasoned millionaires—can diversify their portfolio, protect their assets, and craft a financial legacy. From real estate to life insurance and private equity, William shares his roadmap for navigating the complex financial landscape. Tune in for practical advice, real-world experiences, and the secrets to securing a wealth legacy that lasts.

Key Parts of the Conversation:

Defining True Wealth (0:15 - 1:30)

• Alexa and William discuss the meaning of wealth, emphasizing that true wealth is about fulfillment and freedom, not just money.

Importance of Diversification (4:00 - 5:45)

• They explore the concept of diversification in wealth building, covering assets like real estate, life insurance, and private equity.

Financial Goals and Planning (6:50 - 8:00)

• The conversation shifts to defining financial goals. William talks about focusing on lifestyle goals rather than aiming for an arbitrary dollar amount.

Role of Life Insurance in Wealth Preservation (9:05 - 10:30)

• William explains how life insurance can protect assets, grow tax-free, and provide security for families, making it a vital part of wealth management.

Insights on Tax Strategy and Asset Protection (11:30 - 13:00)

• Discussion on tax-saving strategies, asset protection, and why wealthy individuals focus on defensive strategies to protect their wealth.

Education and Surrounding Yourself with Mentors (14:10 - 15:25)

• William emphasizes the importance of continued learning, networking, and building "wealthy friendships" for financial and personal growth.

Great Quotes from the Podcast:

• “Wealth isn’t about a dollar amount; it’s about purpose, fulfillment, and the freedom to live life on your terms."
• "If you have the money, why settle for one advisor when you can have two, three, or even four?"
• "The biggest investment you can make is in your education. Surround yourself with people who build wealth."
• "The richest people are often the ‘brokest’ on paper, protecting their assets in ways that ensure their legacy lasts."
• "Play offense all day, but don’t forget to protect your backside. Wealth-building is as much about defense as it is about growth."

Resources:

• For all of our episodes, you can visit: https://www.thynkmillions.com/think-millions-podcast
• For comments or questions, email us at [email protected]
• Alexa’s Instagram: https://www.instagram.com/dralexadagostino/
• Alexa's Website: https://www.alexadagostino.com/
• Book a call with Alexa:
• https://alexadagostino.com/discovery
• Alexa's Full-Service Agency Thynkfuel Website: https://www.thynkfuelmedia.com