Episodes

“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. Furthermo...

“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, his...

“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 Pl...

“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 Chal...

“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 he...

“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, aim...

“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...

“Enjoy the journey as you’re exactly where you need to be.” - Carl Lundberg Understanding the Art and Science of a Successful Liquidity Event: A Conversation with Carl Lundberg In this episode, Jeffrey Feldberg hosts Carl Lundberg, a partner at Gerald Edelman LLP, to discuss the importance of planning for a liquidity event. Carl highlights the common mistakes business owners make such as not preparing adequately or leaving too much value on the table. They further emphasize on the role of advis...

“Your health is your wealth.” - Matt Archer In this episode of the Deep Wealth Podcast, host Jeffrey Feldberg talks to Dr. Matt Archer, chiropractor and author of 'The Protocol for Health: Seven Unexpected Solutions'. They discuss the connection between optimal health and financial wealth, focusing on the impact of lifestyle choices and dietary habits on overall well-being. Dr. Archer emphasizes the importance of a balanced, nutrient-rich diet along with simple physical activities such as walkin...

“Find what motivates you in life and be passionate about it.” - Ricky Howard Jeffrey Feldberg talks with retired Lieutenant Colonel Ricky Howard about the potential of government contracting for business growth. Howard, a leading authority on U.S. federal government contracts and CEO of DOD Contract, shares insights from his successful career in military acquisitions and private consulting, educating listeners on the potential benefits and challenges of pursuing government contracts. They discus...

“It’s going to be OK.” - Joshua Lisec In this episode of the Deep Wealth Podcast, host Jeffrey Feldberg engages in an insightful conversation with Joshua Lisec, known as the world's best ghostwriter. Joshua, an expert in converting personal and business deep wealth into readable material, explains how business owners, founders, and CEOs can benefit from ghostwriting for their personal and business brands. Using his method, which combines art and science, business owners can successfully navigate...

“Get past your ego as quickly as possible.” - Tyler Horsley In this Deep Wealth Podcast episode, host Jeffrey Feldberg talks with Tyler Horsley, Founder and CEO of Nuclear Networking. Tyler shares his journey from working as a US Federal Officer to founding a successful business growth agency. He also emphasizes the importance of a structured plan for business exits or liquidity events, pointing out that most business owners often leave substantial value on the table due to a lack of preparation...

“Change your inner thoughts to change your outer world.” - Dr. Sam Adeyemi Jeffrey Feldberg speaks with world thought leader and author Dr. Sam Adeyemi who has over three million CEO and high performing followers through social media. Jeffrey and Dr. Sam discuss various aspects of leadership, how to extract deep wealth from your business and personal life, and their experiences as entrepreneurs. Feldberg focuses on the importance of exit strategy and asserts that, for most business owners, their...

“Take the path less traveled and accept whatever is going to happen.” - Roy Osing Jeffrey Feldberg interviews Roy Osing, an experienced business leader, mentor, and author, who shares his journey of transforming a small startup into a billion-dollar business. He attributes his success primarily to his approach of 'being different' and how this concept runs in his veins. His new mantra of 'be different or be dead' encourages businesses to develop a USP that sets them apart, using differentiation ...