Episodes

“Understand your own voice.” - Julie Perkins In this episode, Jeffrey Feldberg welcomes Julie Perkins to discuss her entrepreneurial journey and share strategies for business growth, leadership, and navigating challenges. Julie draws from her extensive experience, offering practical advice on trust, purpose, vision, and resilience. Learn how embracing failure, aligning with your values, and understanding goodwill can propel your business forward. 00:00 Introduction and Sponsor Message 03:52 Meet...

“Follow your dreams as early as possible. ” -Greg Alexander Click here to subscribe to The Deep Wealth Podcast to save time and effort . SELECTED LINKS FOR THIS EPISODE Collective 54 Greg Alexander - Collective 54 | LinkedIn Book: The Boutique: How To Start, Scale, And Sell A Professional Services Firm Halftime: Moving from Success to Significance Learn More About Deep Wealth Mastery FREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today) Book Your FR...

“Work less and spend more time with loved ones.” - Eric Brotman Join us on this episode of the Deep Wealth Podcast as we dive into financial planning and wealth management with Eric Brotman, CEO of BFG Financial Advisors. With over 25 years of experience, Eric shares his journey from an English major to a financial advisor and successful entrepreneur. The episode covers the importance of financial literacy, the Deep Wealth Mastery Program, and succession planning. 00:00 Meet Eric Brotman: A Trus...

“Believe in yourself and don’t put off for tomorrow what you can do today.” -Nick Wallis On this episode of the Deep Wealth Podcast, host and nine-figure post-exit entrepreneur Jeffrey Feldberg discusses liquidity events and M&A transactions with Nick Wallis, a partner at Gerald Edelman. Nick shares his insights from over 15 years in finance, focusing on selling private businesses valued between 5 to 100 million. 00:00 Meet Nick Wallis: A Finance Expert with a Story to Tell 00:24 Deep Wealth Mas...

“Enjoy the journey as it’s the journey, and not the destination, that provides fulfillment and joy.” - Michael Buttler In this episode, Michael Butler, Senior Director at Footprint Capital, shares his extensive experience in buy-side and sell-side engagements. The conversation explores strategies to turn unsolicited offers into valuable market insights. Butler advises on key questions to ask potential buyers before signing NDAs and emphasizes the importance of preparation and running a competiti...

“At the best or worst of times know that It’s going to be OK knowing that it’s all about the quality of your relationships.” - Jeff “If everything goes wrong have confidence in yourself that you’ll work it out and everything will be OK.” - AJ Wasserstein This episode of the Deep Wealth Podcast features a roundtable discussion with the host and two post-exit entrepreneurs, AJ Wasserstein and an anonymous guest known as Retired Founder, sharing insights and experiences about life after exiting a b...

“What you think of yourself is the most important thing.” - Gina Mollicone-Long Gina Mollicone-Long, a global expert on rapid transformation and breakthroughs, discusses her journey and techniques to help individuals and organizations unveil their true potential. Trained in engineering, philosophy, and blending science with spirituality,. 05:26 The Power of Mindset: Gina's Journey to Success 07:51 The Science Behind Success: A Deep Dive 20:55 Gina's Personal Triumph: The Marathon Story 26:27 Mod...

“Reject the myth just in time preparation for your liquidity event by preparing today. In the process you can unlock a rich and thriving legacy and financial freedom.” - Jeffrey Feldberg In this episode of the Deep Wealth Podcast, 9-figure post-exit entrepreneur Jeffrey Feldberg reveals the dangers of procrastinating preparation for a liquidity event. Entrepreneurs often falsely believe they have ample time and choose to prioritize immediate business concerns over long-term exit strategies. This...

“Stay the course.” - Alejandra Santos In this episode of the Deep Wealth Podcast, host Jeffrey welcomes Alejandra Santos, founder and CEO of Startup Tandem. Santos shares her inspiring journey from arriving in Miami at 17 from Honduras to earning her executive master's degree and becoming a successful entrepreneur. She discusses the importance of mindset, de-risking your business, the significance of cash flow, and building a business that can either be passed on or successfully exited. Furtherm...

“Schedule what’s important.” -Mark Anthony This podcast episode features Mark Anthony, an accomplished international speaker and business advisor, who shares his entrepreneurial journey and strategies for success. He also introduces the Deep Wealth Mastery Program, highlighting how it helps entrepreneurs prepare for liquidity events and optimize post-exit life. The episode covers Mark's book 'Join the Seven Figure Club', which outlines seven pillars for business success, including mindset, accou...

“Use it or lose it.” - Alexander Ladd Transforming Finance and Leveraging AI for Business Success with Alexander Ladd In this episode, Alexander Ladd, CEO of Mindstream Analytics, discusses his journey from starting his company during the economic downturn in 2008 to becoming a leader in financial software systems and analytics. Ladd emphasizes the importance of maintaining a strong company culture for success and the pitfalls of reliance on manual systems like Excel for financial management. Th...

“It’s not that serious.” - Elle O'Flaherty Unlocking Potential: The Power of ADHD in Business and Personal Growth This episode features Elle O'Flaherty, a former litigator turned productivity and performance optimization speaker who specializes in executive coaching for professionals with ADHD. Elle shares her journey from practicing law to founding Interlaced Solutions, highlighting her personal experience with ADHD and how it has shaped her coaching methods. The discussion includes insights on...

“Be open, be adventurous, and enjoy the journey.” - Greg Martin Journey to Success: Insights from Greg Martin and the Power of M&A This podcast episode features Greg Martin, a founding team member at Origin Merchant Partners specializing in mergers and acquisitions, and an expert in the hospitality industry. Greg shares his career journey, from starting a multi-faceted hospitality business to venturing back into investment banking, and how he came to host the Lifetime at Work Podcast to delve in...

“Put everything you can in real estate.” - Beau Button In this episode of the Deep Wealth Podcast, serial entrepreneur Beau Button shares his journey from a curious child fascinated by electronics to the founder of Atlas Realty, Inc., transitioning from government consulting to mobile gaming and virtual real estate. The podcast also highlights testimonials from the Deep Wealth Mastery Program, emphasizing its value to business owners. Beau discusses his early interest in software development, hi...

“Enjoy every second.” - Christopher Panagiotu This episode features Chris Panagiotu, a certified financial planner, author, podcast host, and founder of Capitalize Your Finances, LLC. Chris shares his journey from investing at a young age to becoming a leading financial advisor, emphasizing the importance of true financial planning over mere investing. 00:00 Meet Chris Panagiotu: A Financial Planning Prodigy 00:42 The Rise of Capitalize Your Finances, LLC 14:42 Chris's Approach to Financial Plan...

“If you want to change your life change the questions you’re asking.” -Adam Carroll In this episode of the Deep Wealth Podcast, Adam Carroll, a finance literacy expert and founder of The Shred Method, discusses strategies for achieving financial freedom and managing personal finances efficiently. Carroll shares insights from his own journey from debt-ridden graduate to financially free and outlines how his Shred Method helps individuals and families break free from debt and build wealth. The epi...

“Start investing in real estate as early as possible.” - Sally Gimon This episode of the Deep Wealth Podcast features Sally Gimon, an insurance agent turned real estate investor and spendthrift trust expert. Sally shares her financial journey, detailing a critical turning point that led her to real estate investing and eventually to mastering wealth management and tax planning through spendthrift trusts. 02:11 A Focus on Tax Optimization 03:19 The Turning Point: Real Estate Success and Tax Chall...

“Trust Your Heart.” - Gabriel DeRita Unleashing Authentic Leadership: A Conversation with Gabe DeRita This episode of the Deep Wealth Podcast features Gabe DeRita, a personal growth enthusiast and professional coach known as the 'goal whisperer'. Gabe shares his transformative journey from leaving a successful tech sales career to traveling the world by bicycle, which led him to discover his passion for coaching. Gabe's unique approach draws from various wisdom sources and practices, underpinned...

“Remember that you’re always in the marketing business.” - Curtis May In this episode of the Deep Wealth Podcast, host Jeffrey Feldberg welcomes Curtis May, the creator and owner of Practical Wealth Advisors and host of the Practical Wealth Show Podcast. With over 35 years of experience in individual planning, Curtis shares his journey from recognizing his true calling in the financial world to adopting and refining strategies for wealth creation that have stood the test of time globally. Before...

“Focus on things money can’t buy.” - Staci Wallace This episode of the Deep Wealth Podcast features entrepreneur and business mentor Staci Wallace, who shares her journey from personal hardship to developing a successful business and coaching program, Fueled by Fire Mastery Program, alongside her husband Larry. The podcast discusses the challenges and failures many business owners face during liquidity events and the importance of preparation and mindset in achieving success. Staci delves into h...

“True success includes fulfillment in all areas of your life.” - Jeffrey Feldberg Mastering Work-Life Blending for Entrepreneurial Success In this Deep Wealth Podcast episode, the focus is dismantling the myth of work-life balance, advocating instead for work-life blending. Post-exit entrepreneur and host of The Deep Wealth Podcast, Jeffrey Feldberg, reveals the concept that work and personal life should not be separate, but intricately blended to enhance both personal fulfillment and business ...

“Find your superpower in life to take it to the world and make a difference.” - Morley Robbins In this episode of the Deep Wealth Podcast, Jeffrey Feldberg interviews Morley Robbins, a health disruptor and expert in mineral imbalances, known as the Magnesium Man. Robbins shares his journey from a career in hospital administration to a focus on natural healing through understanding the vital role of minerals like magnesium, copper, and iron in our health. He introduces the Root Cause Protocol, ai...

“You’re going to be OK, you have a positive future.” - Belinda Clemmensen This episode of the Deep Wealth Podcast, hosted by Jeffrey Feldberg, features Richard Friesen who explores the deep connections between mindset and wealth creation. Richard shares his personal journey from working on the trading floors to developing a software company sold to Hewlett Packard, and how overcoming internal limitations was key to his success. The discussion delves into the impact of early experiences on wealth...

“Believe in yourself and believe in your own perception of the world because that is you.” - Belinda Clemmensen In this Deep Wealth podcast episode, host Jeffrey Feldberg talks to Belinda Clemmensen, an author and founder of the Women's Leadership Intensive. They discuss the importance of inclusive business cultures and the advancement of women in leadership roles. Feldberg highlights the potential risks of failing to embrace diversity in business and the impact on retaining talent. Clemmensen s...