Episodes

“Make money flow and get rich slowly.” - Neil Johnson Deep Insights on Building Wealth: A Conversation with Duke Private Capital's Neil Johnson In this episode of the Deep Wealth Podcast, host Jeffrey Feldberg speaks with Neil Johnson, a finance expert with vast experience in investment banking and currently serving as the Executive Director and CEO of Duke Capital. Johnson shares insights about liquidity events, the dangers of traditional refinancing, and the benefit of a corporate mortgage app...

“There are no shortcuts, stay the course.” - Jeffrey Scheuer Jeffrey Feldberg talks with Jeffrey Scheuer, a scholar, author, and the host's namesake, about the importance of liberal arts education. Scheuer, author of 'Inside the Liberal Arts: Critical Thinking and Citizenship,' discusses why an education in liberal arts is vital for democracy and fostering critical thinking, which is key to business success. He discusses the potential detrimental impact of eliminating liberal arts education on s...

“Are you honoring the important relationships in your life?” - Pete Mohr Turning Entrepreneurial Frustrations Into Freedom: A Journey with Pete Mohr Jeffrey Feldberg interviews Pete Mohr who is an entrepreneur with 30 years of business ownership experience, discusses how he helps other entrepreneurs transform their frustrations into freedom using a variety of frameworks. He emphasizes the importance of a turnkey business that can function without the constant presence of the owner. Using the acr...

“Start watching yourself and the effects of your thoughts.” - Carol Sanford Jeffrey Feldberg and Carol Sanford discussed Carol's new book, No More Gold Stars. They talked about the importance of independent thinking in the workplace and society, and the need for a new epistemology of working that develops discernment, independent thought, creativity, and commitment to time-binding endeavors. Carol shared her personal experience with behavioral modification programs and how it led her to write he...

“Enjoy the journey knowing you’re exactly where you’re supposed to be.” - Julie Broad Maximizing Business Value through Effective Writing with Julie Broad In this podcast episode, host Jeffrey Feldberg interviews Julie Broad, the founder of Book Launchers and a best-selling author. They discuss the power and benefits of writing a book to deepen business wealth and establish a strong personal brand. Julie suggests focusing the book on solving a specific problem for a defined audience, thereby mak...

“Keep going.” - Clayton Thomas Jeffrey Feldberg and Clayton Thomas discussed Clayton growing up in an environment where health and wellness were emphasized, and how it influenced his business philosophy. He stresses the importance of service to customers and investing in oneself and others, and how it leads to success in any business. Clayton also talked about the importance of health and wealth as the two most important components of his business, and how his company has grown organically by pu...

“Don’t wait so long to follow your dreams.” - Stephanie Walter Mastering the Art of Liquidity Events with Stephanie Walter on the Deep Wealth Podcast In this episode of the Deep Wealth Podcast, host Jeffrey Feldberg talks with guest Stephanie Walter about wealth creation, business exits, and liquidity events. As a successful entrepreneur and investor, Stephanie shares her experience, insights, and strategies on how to extract deep wealth from businesses. She also discusses her investment approac...

“Take planned time out from what you’re doing to enjoy life.” - Nick Gray Jeffrey Feldberg and Nick Gray discuss the importance of building personal connections and finding common interests in business relationships. They talk about Nick's book, The Two Hour Cocktail Party, and how it offers strategies for hosting events that go beyond just having fun. They share their experiences with entrepreneurship and liquidity events, and how having the right team and community is crucial for success. They...

“Be an enabler to help people create their ideal version of life” - Bryan Clifton Jeffrey Feldberg and Bryan Clifton covered a range of topics related to family businesses, including succession planning, leadership transitions, and the impact of AI. Bryan shared his experience growing up in a family business and how it shaped his views on entrepreneurship. He emphasized the importance of not assuming that a business will stay in the family and the need to consider whether it is worth passing on ...

“Commit to hiring the best people.” - Mike Kaeding Jeffrey Feldberg and Mike Kaeding talk about how Mike has vertically integrating his construction company to reduce costs and increase efficiency. He has also created an investment platform, Norhart Invest, which allows retail investors to deposit money and earn a fixed interest rate. He has gone through SEC approval to make this possible. Mike suggests that to attract world-class talent, companies need to have someone doing the recruiter role a...

“Everything is going to be OK.” - David Stillman Jeffrey Feldberg and David Stillman discussed the significance of understanding generational differences in the workplace. David shared his extensive experience in generational research and his involvement in startups, as well as his passion for writing fiction. He discussed his recent success with a one-person musical which won Best of Fringe. He emphasized the importance of pursuing side projects and taking risks, even if there is no commercial ...

“Don’t take yourself too seriously and don’t see failure as failure.” -Jason Helfenbaum Jeffrey Feldberg and Jason Helfenbaum discussed various topics related to business growth and continuity. They talked about the technical difficulties they were experiencing with their video call and gave updates on their respective businesses. Jason shared his process for working with businesses, which involves listening carefully and understanding the business, offering a complimentary consult, and identify...

“Give to your relationships freely and abundantly.” -Alan Crone Jeffrey Feldberg interviews Alan Crone who emphasizes the importance of understanding the roles of employees and how they contribute to the company's mission. He suggests that job descriptions should be updated regularly and that communication is key to building relationships with employees. He also recommends reading The E Myth Revisited to understand how to hire the right people for the right roles. Jeffrey and Alan discuss the im...

“You’re already great and just don’t know it yet.” - Donna Lichaw Jeffrey Feldberg and Donna Lichaw discussed Donna’s journey from working on product development for well-known companies to becoming an executive coach and leadership development expert. She explained how she realized that many companies struggled with turning their customers into heroes of a mythical story, which led her to explore the question of whether leaders can be heroes too. This realization eventually led her to shift her...

“Enjoy the journey.” -Matthew Davis Jeffrey Feldberg and Matt Davis discussed the importance of culture in his successful law firm and how it has helped them attract the right talent and retain clients. He also discussed the importance of assessing weaknesses and threats in order to capitalize on opportunities and prevent business failure. He suggested using a checklist and brainstorming to come up with smart questions to identify potential problems. Matt suggests that business owners should tak...

“Get a mentor as fast as you can.” -Pete Mohr Pete Mohr and Jeffrey Feldberg discussed the importance of allowing decisions to be made at the lowest possible level of the organization and Pete shared his experience of owning businesses for over 30 years. He has created systems and frameworks to help business owners move from operator to owner and allow decisions to be made at the lowest possible level. They also discussed the psychology behind why business owners may struggle to let go of decisi...

“Chill out. It will all work out.” - Grant Baldwin Jeffrey Feldberg and Grant Baldwin discuss the importance of public speaking and how it can be used to grow a business. They also discussed the need to have a clear strategy and goal when it comes to speaking and how to make sure to avoid common mistakes. Finally, they discussed the esteem associated with being a speaker and how it can be used to influence, network, and make an impact. Grant recommends that speakers practice and prepare a lot, u...

“You don’t need to worry.” -Ahmie Baum Jeffrey Feldberg and Ahmie Baum discuss the services offered by Interchange Capital, which specializes in helping family businesses navigate the complexities of the four interchanges of the life cycle: individual, family, business, and ownership. They also discussed how Interchange Capital can help business owners with growing and scaling their business, generational conversations, family office building, and liquidity events. Ahmie has humble beginnings t...

“Don’t worry, everything will work out.” -Manuj Aggarwal Jeffrey Feldberg and Manuj Aggarawal talk about all things Artificial Intelligence. Manuj shares his story and how he has been involved for nearly two decades. Jeffrey and Manuj dispel many myths around AI. One myth is that AI will displace many jobs. Instead, Jeffrey and Manuj talk about how AI can ensure that existing employees are more productive. Through AI, a small team can have the response time of a large time with more in-depth inf...

“Understand the big picture to ensure that today’s success doesn’t become tomorrow’s failure.” -Jeffrey Feldberg Jeffrey Feldberg does a solo episode by leveraging inflection points for business success. Feldberg stressed the importance of identifying industry changes that could impact a business and preparing for them in advance by creating a winning business model that includes recurring revenue, long-term contracts, and revenue sharing. He used the example of Netflix and Blockbuster to illust...

“I appreciate all the mistakes I’ve made because they’ve made me the person I now am..” - Jeff Higgins Jeffrey Feldberg and Jeff Higgins talk about how. Jeff has become successful. Not only has a real estate investor but in life. Jeff shares his transformational journey in his personal life, especially after he joined and later became a co-owner in the fraternity of excellence. Jeffrey and Jeff do a deep dive on life strategies that have a massive impact in both business and in one's personal li...

“Lean on people more often as it will take you further faster.” - Brittany Anderson “Take your health seriously today.” - Mike Koenigs “Value your health and don’t take it for granted.”- Cade Archibald “Get comfortable being uncomfortable.” - Bryan Sweet “The crowd is usually not right.” -Dr. Anthony Sparks Jeffrey Feldberg interviews the founding members of Wealth Longevity International: Bryan Sweet, Brittany Anderson, Mike Koenigs, Regan Archibald, Cade Archibald, and Dr. Anthony Sparks. The ...

“Let the Spirit Of Excellence be your North Star.” - Mac McNeil Jeffrey Feldberg and Mac McNeil talk about little known but effective strategies of leadership. Matt shares his origin story from the military to the corporate world and the excess he accumulated by leveraging the strategies shared. Mac talks about the challenges that leaders face today with the influx of AI in a post pandemic world. Jeffrey and Mac reveal strategies on how to get the most out of team members in a way that has the t...

“Cool it.” - Kim Sorrelle Jeffrey Feldberg and Kim Sorrelle talked about Kim’s journey and the importance of love in personal and professional life, and how it allowed her to be more accepting and respectful of others. Kim also discussed her year-long experiment in living out Corinthians 13 Love, which led her to discover that love is not an emotion or feeling, but rather something that you are. Jeffrey and Kim discussed the role of love in personal and professional life, emphasizing the importa...