Wealth Preservation Podcast

Allison Sugahara and Derek Thomas are a husband-and-wife entrepreneur couple with very different personalities but a rock-solid business. In our first episode, they shared all about their upbringings, how they got started, their clashing personalities, and so much more. In this follow-up episode, we dove into the actual process they go through when building out a marketing plan. We go over what needs to be done before hiring a marketing firm, what NOT to do when you do hire one, Polygon Market’s process of developing branding and marketing, and some tangible practices and tips you can implement today. 

We, on the Wealth Preservation Podcast, LOVE when we hear about a power couple with very different personalities, who is able to work together, complement each other, and find a way to dominate their industry.  

If you enjoyed Polygon Market’s episode and want to hear from more entrepreneurs and strategists, please check out and subscribe to one of our many channels and visit our website. 

Website: www.wealthpreservationpodcast.com 
Apple Podcast: https://podcasts.apple.com/us/podcast/wealth-preservation-podcast/id1493231689 
Stitcher: https://www.stitcher.com/podcast/wealth-preservation-podcast 
Spotify: https://open.spotify.com/show/6rrd3dJmti8drpc0EpySRt 

Check out Polygon Market’s website, YouTube, or social media accounts for more videos and ideas from this creative, insightful couple. We do not have any affiliation with Polygon Market --  we just follow them, ourselves, and they are a blast! 

Website:https://polygonmarket.com/
TikTok: https://www.tiktok.com/@polygonmarket?lang=en
Instagram: https://www.instagram.com/polygonmarket/
Facebook:https://www.facebook.com/polygonmarket
YouTube: https://www.youtube.com/channel/UC1YBFMy_J5WcrB7c3zOHGCg

I dunno by grapes (c) copyright 2008 Licensed under a Creative Commons Attribution (3.0) license. http://dig.ccmixter.org/files/grapes/16626 Ft: J Lang, Morusque

Allison Sugahara and Derek Thomas are a husband-and-wife entrepreneur couple with very different personalities but a rock-solid business. In this episode, we dive into background of both Allison and Derek to learn a little more about what motivated them to start Polygon Market. Interestingly enough, each had a very different outlook on work, career, money, and life in general, all the way up to their wedding day. That is when it all changed, and Derek ended up walking away from a career to join his wife who he described as much “happier in her work” than he was, despite his success. We dive into what it was like for Allison, the self-proclaimed “control freak,” to relinquish her oversight on certain elements of the company and how Derek adapted from his career life to entrepreneurship. There are many interesting nuggets of information ranging from dealing with less than supportive family and friends, the panic of low workload, the stress of cashflow management, and so much more. Polygon Market has made a huge splash as a marketing consultant firm in its few short years of existence from helping small, local companies to some publicly trading names. This success from their niche branding has helped them gain quite a reputation and a social media following…even on TikTok!  

We, on the Wealth Preservation Podcast, LOVE when we hear about a power couple with very different personalities, who is able to work together, complement each other, and find a way to dominate their industry.   

If you enjoyed Polygon Market’s episode and want to hear from more entrepreneurs and strategists, please check out and subscribe to one of our many channels and visit our website.  

Website: www.wealthpreservationpodcast.com
Apple Podcast: https://podcasts.apple.com/us/podcast/wealth-preservation-podcast/id1493231689
Stitcher: https://www.stitcher.com/podcast/wealth-preservation-podcast
Spotify: https://open.spotify.com/show/6rrd3dJmti8drpc0EpySRt 

 Check out Polygon Market’s website, YouTube, or social media accounts for more videos and ideas from this creative, insightful couple. We do not have any affiliation with Polygon Market --  we just follow them, ourselves, and they are a blast!  

Website: https://polygonmarket.com/ 
TikTok: https://www.tiktok.com/@polygonmarket?lang=en 
Instagram: https://www.instagram.com/polygonmarket/ 
Facebook: https://www.facebook.com/polygonmarket 
YouTube: https://www.youtube.com/channel/UC1YBFMy_J5WcrB7c3zOHGCg  

 I dunno by grapes (c) copyright 2008 Licensed under a Creative Commons Attribution (3.0) license. http://dig.ccmixter.org/files/grapes/16626 Ft: J Lang, Morusque 

Ray Young from Razor Sharp Public Relations, a boutique PR firm, joins us again on the Wealth Preservation Podcast and talks about how entrepreneurs can be managing their own public relations, up until the point where it makes sense to outsource. While it may seem like managing your PR would be time costly and overwhelming, Ray breaks it down into simple steps of what can be done to make it manageable and slowly scale up your overall strategy. We discuss the parameters of what is involved in public relations, the different target outcomes, and why you might not be able to afford NOT prioritizing your PR campaign. Ray also shares stories of strategies that have worked and have failed, the changes in the industry over 20 years, and the old school PR techniques that are highly effective today. 

We, on the Wealth Preservation Podcast, LOVE stories where people identify their uniqueness and ability to achieve more on their own than as someone else’s staff member - only the bold follow that realization to its incredible end! 

If you enjoyed Ray’s episode and want to hear from more entrepreneurs and strategists, please check out and subscribe to one of our many channels and visit our website. 

Website: www.wealthpreservationpodcast.com 
Apple Podcast: https://podcasts.apple.com/us/podcast/wealth-preservation-podcast/id1493231689 
Stitcher: https://www.stitcher.com/podcast/wealth-preservation-podcast 
Spotify: https://open.spotify.com/show/6rrd3dJmti8drpc0EpySRt 

Check out Ray’s website or YouTube for more videos or check out his blog on the link below. We biasedly think we have incredibly smart and insightful guests, so we suggest you follow them on social media to pick up more insight from them down the road. 

Website:https://www.razorsharppr.com/
Company LinkedIn: https://www.linkedin.com/company/razor-sharp-public-relations/
Ray’s LinkedIn: https://www.linkedin.com/in/rcyoung87/
Blog: https://www.razorsharppr.com/blog/

I dunno by grapes (c) copyright 2008 Licensed under a Creative Commons Attribution (3.0) license. http://dig.ccmixter.org/files/grapes/16626 Ft: J Lang, Morusque

Ray Young is an entrepreneur and family man who launched his boutique public relations firm during a time of absolute uncertainty. Like many entrepreneurs, he saw a niche that he felt was underserved, ripe for an innovative breakthrough. In this episode we dive more into WHO Ray is rather than what he does. A business is only as strong as the character and integrity of the people operating it. Ray dives into his childhood, early aspirations, college experience (and opinions on how college has changed), and what it was like launching a business in the midst of the financial crisis while having four of his eventual seven kids. He did not have the luxury of living off of savings; he had to use his life’s worth of experience and knowledge to execute his business plan and vision perfectly. 

We, on the Wealth Preservation Podcast, LOVE stories where people identify their uniqueness and ability to achieve more on their own than as someone else’s staff member - only the bold follow that realization to its incredible end! 

If you enjoyed Ray’s episode and want to hear from more entrepreneurs and strategists, please check out and subscribe to one of our many channels and visit our website. 

Website: www.wealthpreservationpodcast.com  

Apple Podcast: https://podcasts.apple.com/us/podcast/wealth-preservation-podcast/id1493231689  

Stitcher: https://www.stitcher.com/podcast/wealth-preservation-podcast  

Spotify: https://open.spotify.com/show/6rrd3dJmti8drpc0EpySRt 

Check out Ray’s website or YouTube for more videos or check out his blog on the link below. We biasedly think we have incredibly smart and insightful guests, so we suggest you follow them on social media to pick up more insight from them down the road. 

Website: https://www.razorsharppr.com/ 

Company LinkedIn: https://www.linkedin.com/company/razor-sharp-public-relations/  

Ray’s LinkedIn: https://www.linkedin.com/in/rcyoung87/ 

Blog: https://www.razorsharppr.com/blog/ 

I dunno by grapes (c) copyright 2008 Licensed under a Creative Commons Attribution (3.0) license. http://dig.ccmixter.org/files/grapes/16626 Ft: J Lang, Morusque 

Laura Meier sat down with the Wealth Preservation Podcast and shared her story of becoming a published author, entrepreneur, powerhouse estate planning attorney, and marketing monster -- all while running the company with her supportive husband and their four kids. Among the many talents of Laura, marketing has got to be close to the top. Both her and her husband Josh do a phenomenal job as estate planners and attorneys, but Laura knows that it takes more then a good product or service to be successful. It takes about 7 to 12 touches before a prospect converts into a client!

 In the episode, we dive heavily into what Laura’s marketing strategies and how she builds multiple ways to reach her target audience. We also discuss some of the common failures of entrepreneurs and how poor expectations can lead to wasted effort. 

The goal is typically to grow enough to where you can outsource this portion of your business, but Laura also shares the importance of keeping your pulse on your marketing to ensure you don’t lose authenticity. You can outsource a lot of the marketing tasks but you can’t outsource your personality and unique touch. 

If you enjoyed Laura’s episode and want to hear from more entrepreneurs and strategists, please check out and subscribe to one of our many channels and visit our website. 

Website: www.wealthpreservationpodcast.com 

Apple Podcast: https://podcasts.apple.com/us/podcast/wealth-preservation-podcast/id1493231689 

Stitcher: https://www.stitcher.com/podcast/wealth-preservation-podcast   

Spotify: https://open.spotify.com/show/6rrd3dJmti8drpc0EpySRt  

Check out Laura’s website or YouTube for more videos or go buy her books on Amazon. (We do not receive compensation for book referrals…we just LOVE good content from amazing entrepreneurs!)

Website: https://www.meierfirm.com/  

Instagram: https://www.instagram.com/meetthemeiers/?hl=en  

YouTube: https://www.youtube.com/channel/UCF0WX2klKvF42Zt06ytjTwg  

Amazon: https://www.amazon.com/Family-Nest-Egg-Financial-Long-Term/dp/1635767482/ref=sr_1_1?dchild=1&keywords=laura+meier&qid=1619734193&sr=8-1  

Podcast: https://iflifewereperfect.com/ 

I dunno by grapes (c) copyright 2008 Licensed under a Creative Commons Attribution (3.0) license. http://dig.ccmixter.org/files/grapes/16626 Ft: J Lang, Morusque

Laura Meier sat down with the Wealth Preservation Podcast and shared her story of becoming a published author, entrepreneur, powerhouse estate planning attorney, and marketing monster -- all while running the company with her supportive husband and their four kids. Laura has an incredible story spanning the early influence of seeing women leaders, to becoming a top attorney right out of law school, to ultimately building her own business with her husband from their kitchen table. This mompreneur author and estate planner was definitely not handed the keys to success. She has built an incredible team around her, heavily focused on her marketing, and has kept a posture of serving her family and others at the forefront of her life. In this episode we discuss Laura’s early childhood, post law school experience, and how her past influenced the creation of her and her husband’s Newport Beach estate planning practice, Meier Law Firm. We also dive into Laura’s two books, why she was inspired to write them, and how she fit them into her VERY tight schedule. 

This is another great testament to the power of determination and conviction. 

We, on the Wealth Preservation Podcast, LOVE when someone realizes that they are the obstacle in their own way and has the honesty to address their faults in order to succeed in entrepreneurship. 

If you enjoyed Laura’s episode and want to hear from more entrepreneurs and strategists, please check out and subscribe to one of our many channels and visit our website. 

Website: www.wealthpreservationpodcast.com  

Apple Podcast: https://podcasts.apple.com/us/podcast/wealth-preservation-podcast/id1493231689  

Stitcher: https://www.stitcher.com/podcast/wealth-preservation-podcast  

Spotify: https://open.spotify.com/show/6rrd3dJmti8drpc0EpySRt 

Check out Laura’s website or YouTube for more videos or go buy her books on Amazon. (We do not receive compensation for book referrals…we just LOVE good content from amazing entrepreneurs!)

Website:https://www.meierfirm.com/

Instagram:https://www.instagram.com/meetthemeiers/?hl=en

YouTube: https://www.youtube.com/channel/UCF0WX2klKvF42Zt06ytjTwg

Amazon: https://www.amazon.com/Family-Nest-Egg-Financial-Long-Term/dp/1635767482/ref=sr_1_1?dchild=1&keywords=laura+meier&qid=1619734193&sr=8-1

Podcast: https://iflifewereperfect.com/

I dunno by grapes (c) copyright 2008 Licensed under a Creative Commons Attribution (3.0) license. http://dig.ccmixter.org/files/grapes/16626 Ft: J Lang, Morusque

Joshua Rotbart, Founder of J.Rotbart & Company, sat back down with the Wealth Preservation Podcast and took us on a deeper dive of what it is like to diversify into precious metals. It is very common to hear about people “diversifying into gold,” but not really knowing exactly what that means. There are many reasons why someone would explore buying gold, silver, or other precious metals but, whatever the reason is, the HOW is critically important. Josh goes into the details of purchasing gold and silver, who they purchase it from, how the gold and silver transportation process works, and much more. 

We also discuss what it is like for Josh, as the face of the company, to be in an industry that relies heavily on trust and security. When you are purchasing, transporting, and securely storing seven figures worth of precious metals, you need to have a tight run ship. Clients need to feel they are your top priority and have the utmost confidence in your team -- a FANTASTIC thing to model with any business! 

We, on the Wealth Preservation Podcast, LOVE hearing about the giant risks that entrepreneurs make and how they turn a sliver of an open door into a thriving, amazing company. 

If you enjoyed Joshua’s episode and want to hear from more entrepreneurs and strategists, please check out and subscribe to one of our many channels and visit our website. 

Website: www.wealthpreservationpodcast.com 
Apple Podcast: https://podcasts.apple.com/us/podcast/wealth-preservation-podcast/id1493231689 
Stitcher: https://www.stitcher.com/podcast/wealth-preservation-podcast 
Spotify: https://open.spotify.com/show/6rrd3dJmti8drpc0EpySRt 

Check out Joshua’s website or YouTube for more videos or information.

Website:https://www.jrotbart.com/
YouTube: https://www.youtube.com/channel/UCXL3uluudhczwqKAS2H_hvg
LinkedIn: https://www.linkedin.com/in/joshuarotbart/ 

 I dunno by grapes (c) copyright 2008 Licensed under a Creative Commons Attribution (3.0) license. http://dig.ccmixter.org/files/grapes/16626 Ft: J Lang, Morusque

Joshua Rotbart, Founder of J.Rotbart & Company, sat down with the Wealth Preservation Podcast to share his story of how he left his job as a corporate lawyer in Israel and moved to Hong Kong with NO job prospects. Having grown up with two hard working parents who instilled in him a strong work ethic, Joshua knew that opportunity would not find him -- he needed to get out of his 100 square foot apartment and network if he was going to make it in Hong Kong. His journey of eventually opening his own bullion storage, brokerage, and advisory service business is incredible and inspires listeners to pursue wild opportunities even if they seem outlandish. Joshua did not have a background in this industry but dove headfirst into this venture and quickly made a name for himself. 

Within this episode, we also cover his upbringing and inspirations from growing up in Israel, career burnout, his side hustle in law school, and how he gained experience in new fields. 

We, on the Wealth Preservation Podcast, LOVE hearing about the giant risks that entrepreneurs make and how they turn a sliver of an open door into a thriving, amazing company. 

If you enjoyed Joshua’s episode and want to hear from more entrepreneurs and strategists, please check out and subscribe to one of our many channels and visit our website. 

Website: www.wealthpreservationpodcast.com 
Apple Podcast: https://podcasts.apple.com/us/podcast/wealth-preservation-podcast/id1493231689 
Stitcher: https://www.stitcher.com/podcast/wealth-preservation-podcast 
Spotify: https://open.spotify.com/show/6rrd3dJmti8drpc0EpySRt  

Check out Joshua’s website or YouTube for more videos or information.

Website:https://www.jrotbart.com/
YouTube: https://www.youtube.com/channel/UCXL3uluudhczwqKAS2H_hvg
LinkedIn: https://www.linkedin.com/in/joshuarotbart/  

I dunno by grapes (c) copyright 2008 Licensed under a Creative Commons Attribution (3.0) license. http://dig.ccmixter.org/files/grapes/16626 Ft: J Lang, Morusque

Chris Shuba, founder of Helios Quantitative and Helios Integrated Planning, rejoined the Wealth Preservation Podcast and walked us through HOW Helios works, their quantitative analysis offering, how they are impacting advisors and their clients, and his opinions on growing and running a business. Growing a business is never easy and Chris took Helios from a small quant-analysis start up to having a national presence AND expanded into the estate planning industry in a few short years. We cover topics like outsourcing, who to hire first, marketing, and much more. We even briefly cover the industry he is hoping to disrupt next. Chris is an incredibly sharp entrepreneur and has some fantastic stories to drive his message home of how to keep your company stable through rapid growth.

If you enjoyed Chris Shuba’s episode and want to hear from more entrepreneurs and strategists, please check out and subscribe to one of our many channels and visit our website. 

Website: www.wealthpreservationpodcast.com  

Apple Podcast: https://podcasts.apple.com/us/podcast/wealth-preservation-podcast/id1493231689  

Stitcher: https://www.stitcher.com/podcast/wealth-preservation-podcast  

Spotify: https://open.spotify.com/show/6rrd3dJmti8drpc0EpySRt 

Check out the Helios website, social media channels, or the Due Dilly Podcast for more information and content.

Website: https://heliosdriven.com/company 

Blog: https://heliosdriven.com/blog

Podcast: https://podcasts.apple.com/us/podcast/the-due-dilly-podcast/id1478045715 

LinkedIn: https://www.linkedin.com/company/helios-quantitative-research-llc/ 

Twitter: https://twitter.com/HeliosDriven 

I dunno by grapes (c) copyright 2008 Licensed under a Creative Commons Attribution (3.0) license. http://dig.ccmixter.org/files/grapes/16626 Ft: J Lang, Morusque 

Chris Shuba, founder of Helios Quantitative and Helios Integrated Planning, sat down with the Wealth Preservation Podcast and shared his entrepreneurial journey of bringing quantitative analysis and automation into the financial advising space. But like many (if not all) of the other guests on our show, Chris discovered that you don’t just “open your doors” and have a business. His skills in the quantitative space have been years in the making and he had quite a career before leaping out on his own. Chris takes us through honing his exact business plan, how he identified his ideal client, the struggle of explaining his industry’s complexities, earning trust, and the philosophy that keeps him motivated: love the problem more than the solution. 

We also dive into his book recommendations for other entrepreneurs, advice he wishes he was given, his inspirations, and even his dream golf team! 

If you enjoyed Chris Shuba’s episode and want to hear from more entrepreneurs and strategists, please check out and subscribe to one of our many channels and visit our website. 

Website: www.wealthpreservationpodcast.com 
Apple Podcast: https://podcasts.apple.com/us/podcast/wealth-preservation-podcast/id1493231689 
Stitcher: https://www.stitcher.com/podcast/wealth-preservation-podcast 
Spotify: https://open.spotify.com/show/6rrd3dJmti8drpc0EpySRt 

Check out the Helios website, social media channels, or the Due Dilly Podcast for more information and content.

Website: https://heliosdriven.com/company
Blog: https://heliosdriven.com/blog
Podcast: https://podcasts.apple.com/us/podcast/the-due-dilly-podcast/id1478045715
LinkedIn: https://www.linkedin.com/company/helios-quantitative-research-llc/
Twitter: https://twitter.com/HeliosDriven 

I dunno by grapes (c) copyright 2008 Licensed under a Creative Commons Attribution (3.0) license. http://dig.ccmixter.org/files/grapes/16626 Ft: J Lang, Morusque