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 should understand about today's AI boom — including Nvidia and valuation concerns.

We also explore where innovation capital is flowing globally, from the U.S. to Europe, the Middle East, and China.

If you want to make smarter, research-driven investment decisions, this conversation is for you.

Website: [https://danielnikic.com](https://danielnikic.com) LinkedIn: [https://www.linkedin.com/in/danielnikic](https://www.linkedin.com/in/danielnikic)

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, S&P 500 concentration risk, tax planning, behavioral finance, and why education is the foundation of real wealth. If you want to move beyond cookie-cutter advice and build a plan aligned with your life, this episode is for you.

Connect with Mike Milligan:

🌐 Website: https://mikemilligan.com 🏦 One Oak Financial: https://oneoakfinancial.com 📘 Book – The One-of-a-Kind Financial Plan: https://www.amazon.com 🎙 Podcast – Ideas by Mike: https://mikemilligan.com

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 why market breadth, discipline, and objective systems matter more than predictions—especially as markets age and risk increases. The conversation dives into secular bull and bear markets, avoiding major drawdowns, and why defense-first investing is critical for long-term wealth building.

This episode is a must-listen for investors and advisors looking to stay rational, protect capital, and compound smarter through uncertainty.

Guest Links

• Website: https://viewright.ai

• LinkedIn: https://www.linkedin.com/in/vincentrandazzo

• X (Twitter): https://x.com/CMTRandazzo

In this episode of the Wealth Architect Podcast, Mark Yegge sits down with Joe LoPresti, founder of ClearPoint Family Office and Arlington Wealth Management, to uncover why 80–85% of business owners regret selling their company within a year—and how proper exit planning can prevent that costly mistake.

With over 40 years of experience advising business owners, Joe explains why uncoordinated planning between business and personal wealth leads to regret, unnecessary taxes, and missed opportunities. He shares how a fractional family office approach helps entrepreneurs maximize enterprise value, reduce risk, and transition on their own terms—without being forced to quarterback a fragmented advisory team.

This conversation is essential listening for business owners who want to sell smart, protect their legacy, and secure true financial freedom, not just a paycheck.

• ClearPoint Family Office: https://www.clearpointfamilyoffice.com

• Free digital copy of Exit by Design: https://www.exitbydesignbook.com

• Joe LoPresti on LinkedIn: https://www.linkedin.com/in/joelopresti

What if the biggest threat to your wealth isn't the market—but the financial industry itself? In this episode, Mark Yegge sits down with Robert Rolih, international best-selling author and long-term investing mentor, to expose how hidden fees, misaligned incentives, and bad financial advice quietly erode investor wealth. Robert shares his personal story of losing 80% of his fortune, the hard lessons he learned, and the simple, low-cost strategies everyday investors can use to regain control of their financial future.

Connect with Robert: 🌐 https://www.robertrolih.com

In this episode of the Wealth Architect Podcast, Mark Yegge sits down with Tad Fallows, co-founder of Long Angle, a private global community for very high-net-worth entrepreneurs and executives. They explore why trust-based, no-solicitation communities matter, how wealthy individuals think differently about risk, investing, and family, and why peer connection becomes more valuable as net worth grows.

To reach Tadd: Tad Fallows

• 🌐 Website: https://longangle.com

In this episode of the Wealth Architect Podcast, Mark sits down with Tyler Vinson, CEO of RE Tokens, to explore how real estate tokenization is transforming access, liquidity, and opportunity in the property market. Tyler breaks down how digital ownership, blockchain-based securities, and secondary-market trading are opening the door for both seasoned investors and everyday individuals to participate in real estate like never before.

Connect with Tyler & learn more: https://retokens.com

In this episode, Mark Yegge sits down with Barry James Dyke, president of Castle Asset Management and author of The Pirates of Manhattan and The Retirement Ruse. They dive into the truth about retirement income, why America is struggling with financial security, and what you can do to build real, lasting wealth.

📘 Learn more about Barry and his work: BarryJamesDyke.com

This week, we explore what it really means to invest with integrity. Adam Koos and I dive into how ethics and discipline play a critical role in building long-term wealth, why trust matters more than ever in today's markets, and practical ways investors can align their money with their values without sacrificing returns.

To reach Adam: | ElevateAndExit.com or www.libertaswealth.com

In this episode, Mark sits down with Paul Moore to talk about why "boring" investing isn't such a bad thing — in fact, it might just be the secret to building and protecting real wealth. They discuss Paul's journey from active real estate deals to focusing on boring, cash-flowing commercial assets, why avoiding shiny objects can outperform over time, and how everyday investors can tap into institutional-style returns without taking wild risks. If you're looking for long-term wealth without roller-coaster volatility, this conversation delivers some powerful insights.

To reach Paul: Wellings Capital

To get the FREE E-book: E-Book