Wisdom & Wealth with Cory Procter

Wisdom & Wealth with Cory Procter

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Wisdom & Wealth with Cory Procter episodes

  • What I'd Do If I Sold My Business For $20M Tomorrow
    Are you an entrepreneur, athlete, or high-performing family with $1M+ in liquid investable assets looking for a long-term financial partner? If so, see if we're a fit at https://procapitaltx.com/
    Subscribe to the channel: https://www.youtube.com/@procapitaltx
    Get a FREE copy of Chapter 1 of "Built Not Broke": https://procapitaltx.com/built-not-broke
    Apply to talk with us: https://procapitaltx.com/
    Standing Guard. Building Legacy.
    Key takeaways:
    - Only 20-30% of businesses listed for sale actually sell.
    - 75% of sellers regret their decision within a year.
    - Understand the difference between making money and keeping money.
    - The importance of planning before signing the Letter of Intent (LOI).
    - Strategies to minimize tax liabilities during a sale.
    What's your biggest challenge with preparing to sell your business? Drop it in the comments!
    Disclosure: Content is for educational purposes only and does not constitute individualized financial, legal, or tax advice. Results are not guaranteed. All investing involves risk.
    16 min
  • From Stage to Strategy: Building Wealth That Lasts with Country Artist Kevin Fowler

    On this episode of Wisdom & Wealth, host Cory Procter sits down with country music artist Kevin Fowler to talk about the financial realities behind life in the spotlight.

    Kevin Fowler shares his personal journey of learning how to turn income into long-term wealth. At just 27, he made one of his first major financial moves—purchasing three acres of land. That decision sparked a strategy that would grow into an impressive real estate portfolio, including commercial properties and historic buildings. His philosophy is simple: invest in assets that produce income and appreciate over time.

    Both Kevin and Cory Procter discuss how athletes and musicians often face unique financial challenges—irregular income, short career windows, and the temptation to spend big early. Kevin emphasizes the importance of avoiding frivolous purchases and instead focusing on opportunities that build lasting financial stability.

    The conversation also touches on how the rise of the internet changed the music industry, with Kevin highlighting the impact of his 2000 album Beer, Bait & Ammo in expanding his reach and shaping his career.

    Learn everything you need to know about Kevin Fowler on his website, https://www.kevinfowler.com. 

    And find out more about Pro Capital Wealth Management, visit https://www.procapitaltx.com.  

    Remember to like, share, and subscribe to our show!   

    Join our Community!

    LinkedIn: https://www.linkedin.com/company/procapitaltx 

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    Website: https://www.procapitaltx.com/ 

    30 min
  • Purpose-Driven Leadership in Tech: A Conversation with Tom Fedro

    In this episode of Wisdom & Wealth, Cory sits down with Tom Fedro, CEO of Securus 360 and Paragon Software, and author of "Next Level Selling" for an honest conversation about entrepreneurship, resilience, and purpose-driven leadership.

    Tom shares his journey from running a paper route at just 12 years old to becoming a top-performing sales rep by age 25, and eventually leading two successful technology companies. Along the way, he opens up about significant challenges, including a failed IPO and a difficult season in his personal life—experiences that reshaped his priorities and perspective.

    At the center of Tom's philosophy is a clear framework for life and leadership: faith, family, health, and wealth—in that order. He explains how this mindset has guided his decisions and helped him build sustainable success.

    Cory and Tom also discuss the growth of Paragon Software, which now distributes more than 200 million software licenses worldwide and landed a pivotal partnership with Cisco in 2008. Tom shares why his focus has expanded into cybersecurity through Securus 360, a company dedicated to protecting K–12 schools from the growing threat of ransomware and cyberattacks.

    The episode wraps with a look at Tom's upcoming book, The Scan Protocol, which draws on biblical principles to help individuals and leaders align their personal and professional lives for lasting impact.

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

    Remember to like, share, and subscribe to our show!  New episodes are available every Tuesday.

    Join our Community!

    LinkedIn: https://www.linkedin.com/company/procapitaltx 

    Facebook: https://www.facebook.com/procapitaltx 

    Instagram: https://www.instagram.com/procapitaltx/ 

    YouTube: https://www.youtube.com/@procapitaltx 

    Website: https://www.procapitaltx.com/ 

    52 min
  • Rethinking Accounting: Why You Need More Than a CPA

    In this episode of Wisdom & Wealth, Cory Procter sits down with Daniel Spencer from More Time Advisory to unpack the hidden pitfalls of relying on one professional for both bookkeeping and tax preparation. Daniel explains why CPAs juggling both roles often deliver only "60% quality work"—and how that can lead to costly mistakes, like one client's $40,000 tax return discrepancy.

    Together, they explore how collaboration between accountants, CPAs, and other financial experts creates better oversight, stronger planning, and fewer conflicts. Daniel also shares his journey to becoming a "systems guy," optimizing processes with AI and efficient frameworks to help businesses thrive.

    Learn more about Daniel's business on his website, https://www.moretimeadvisory.com

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

    Remember to like, share, and subscribe to our show!  New episodes are available every Tuesday.

    Join our Community!

    LinkedIn: https://www.linkedin.com/company/procapitaltx 

    Facebook: https://www.facebook.com/procapitaltx 

    Instagram: https://www.instagram.com/procapitaltx/ 

    YouTube: https://www.youtube.com/@procapitaltx 

    Website: https://www.procapitaltx.com/ 

     

    47 min
  • Rethinking Success: Kyle Draper on Business, Mentorship & Humanizing Social Media

    In this episode of Wisdom & Wealth, Cory Procter sits down with Kyle Draper—former pastor, entrepreneur, and the visionary behind multiple businesses including a virtual assistant company, a coaching firm in the mortgage space, and a publishing company that has already launched seven books (with more on the way).

    Kyle opens up about his pivot from running a marketing company to building a VA business, stressing the importance of authenticity and human connection in a digital world. He also dives into lessons from mentorship, the power of asking questions, and why continuous improvement is non-negotiable.

    Looking ahead, Kyle shares exciting projects on the horizon: his upcoming podcast, new Rethink Everything swag, and an AI Summit in Dallas that promises to push boundaries in business and tech.

    This episode is packed with wisdom for entrepreneurs, leaders, and anyone looking to rethink what's possible.

    Find out everything you need to know about Kyle on his website, www.kyledraper.com. 

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

    Remember to like, share, and subscribe to our show!  New episodes are available every Tuesday.

    Join our Community!

    LinkedIn: https://www.linkedin.com/company/procapitaltx 

    Facebook: https://www.facebook.com/procapitaltx 

    Instagram: https://www.instagram.com/procapitaltx/ 

    YouTube: https://www.youtube.com/@procapitaltx 

    Website: https://www.procapitaltx.com/ 

    55 min
  • Tax Savvy Ways of Charitable Giving

    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.

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

    Remember to like, share, and subscribe to our show!  New episodes are available every Tuesday.

    Join our Community!

    LinkedIn: https://www.linkedin.com/company/procapitaltx 

    Facebook: https://www.facebook.com/procapitaltx 

    Instagram: https://www.instagram.com/procapitaltx/ 

    YouTube: https://www.youtube.com/@procapitaltx 

    Website: https://www.procapitaltx.com/ 

    19 min
  • Wealth Transfer for Women Wake Up Call

    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.

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

    Remember to like, share, and subscribe to our show!  New episodes are available every Tuesday.

    Join our Community!

    LinkedIn: https://www.linkedin.com/company/procapitaltx 

    Facebook: https://www.facebook.com/procapitaltx 

    Instagram: https://www.instagram.com/procapitaltx/ 

    YouTube: https://www.youtube.com/@procapitaltx 

    Website: https://www.procapitaltx.com/ 

    28 min
  • How to Avoid Screwing Up an Inheritance

    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.

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

    Remember to like, share, and subscribe to our show!  New episodes are available every Tuesday.

    Join our Community!

    LinkedIn: https://www.linkedin.com/company/procapitaltx 

    Facebook: https://www.facebook.com/procapitaltx 

    Instagram: https://www.instagram.com/procapitaltx/ 

    YouTube: https://www.youtube.com/@procapitaltx 

    Website: https://www.procapitaltx.com/ 

    23 min
  • Built to Rise: Skylar Lewis on Faith, Family, Fitness & Finance

    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 

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

    Remember to like, share, and subscribe to our show!  New episodes are available every Tuesday.

    Join our Community!

    LinkedIn: https://www.linkedin.com/company/procapitaltx 

    Facebook: https://www.facebook.com/procapitaltx 

    Instagram: https://www.instagram.com/procapitaltx/ 

    YouTube: https://www.youtube.com/@procapitaltx 

    Website: https://www.procapitaltx.com/ 

    51 min
  • Living with Intention: Trav Bell on the Power of a Bucket List Mindset

    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. 

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

    Remember to like, share, and subscribe to our show!  New episodes are available every Tuesday.

    Join our Community!

    LinkedIn: https://www.linkedin.com/company/procapitaltx 

    Facebook: https://www.facebook.com/procapitaltx 

    Instagram: https://www.instagram.com/procapitaltx/ 

    YouTube: https://www.youtube.com/@procapitaltx 

    Website: https://www.procapitaltx.com/ 

    1 hr

About Wisdom & Wealth with Cory Procter

From the publisher's feed

Welcome to "Wisdom and Wealth," by Pro Capital Wealth Management, the podcast where ancient wisdom meets modern success. Inspired by the legendary story of King Solomon, who asked for wisdom and received both wisdom and immense wealth, we delve into the timeless principles that can guide us to a life of prosperity. In each episode, we'll explore how making wise decisions can lead to financial success and personal fulfillment. Join us as we uncover the secrets to achieving true wealth, not just in our bank accounts, but in every aspect of our lives.