In this episode of the Wealth Architect Podcast, I sit down with Carrie Friedberg, certified psychology-informed money coach and founder of SF Money Coach. We discuss the emotional side of money, how childhood programming shapes your financial life, and practical steps to clean up your cash flow and build confidence around spending and saving. If […]

In this episode of the Wealth Architect Podcast, I sit down with global investment research expert Daniel Nikic, founder of COHRES. Daniel has analyzed over 15,000 companies across AI, software, and global markets. We discuss the importance of cash flow vs. accrual accounting, how to spot red flags hidden in financial footnotes, and what investors […]

In this episode of the Wealth Architect Podcast, Mark sits down with Mike Milligan, founder of One Oak Financial, to discuss what’s broken in traditional financial planning — and how to build a truly one-of-a-kind financial strategy. With 30 years of experience in banking and financial planning, Mike shares insights on Wall Street fee structures, […]

In this episode of the Wealth Architect Podcast, Mark Yegge sits down with Vincent Randazzo, founder of ViewRight Advisors and creator of the Defender Program, to explore how systematic, rules-based investing can help remove emotion and protect capital through volatile market cycles. Vincent shares insights from over two decades of technical and macro research, explaining […]