35 Episodes and Counting
The Wealth In Yourself Podcast
Conversations about money, life planning, and the things most advisors won't say out loud. Hosted by Josh St. Laurent.
All Episodes
Building Bulletproof Real Estate Businesses: Diversification and Resilience with Shane Wilson
Building Bulletproof Real Estate Businesses: Diversification and Resilience with Shane WilsonWhat happens when a real estate investor loses everything in a market crash and comes back stronger than ever? In this raw and inspiring episode of The Wealth in Yourself podcast, host Josh St. Laurent sits down with Shane Wilson, a seasoned entrepreneur and real estate expert with over 20 years of experience who has flipped over 100 properties and built multiple successful businesses.Shane's journey ...
Disrupting Real Estate Finance: Asset-Based Lending and the BRRRR Strategy with Saurabh Shah
Disrupting Real Estate Finance: Asset-Based Lending and the BRRRR Strategy with Saurabh ShahWhat if you could finance real estate deals in just 7-10 days without showing tax returns or W-2s? In this game-changing episode of The Wealth in Yourself podcast, host Josh St. Laurent sits down with Saurabh Shah, NYU alumnus and co-founder of InstaLend Corporation, an alternative lending platform that's revolutionizing how investors finance properties.Saurabh's journey took him from the vibrant heart...
Breaking Into Real Estate Syndications: From $1M Deals to Passive Income with Tilden Moschetti, Esq.
Episode Title: Breaking Into Real Estate Syndications: From $1M Deals to Passive Income with Tilden MoschettiWhat if you could access million-dollar real estate deals without having all the capital yourself? In this comprehensive episode of The Wealth in Yourself podcast, host Josh St. Laurent sits down with Tilden Moschetti, CCIM, Esq., a syndication attorney who focuses exclusively on Regulation D offerings for real estate syndicators, business owners, entrepreneurs, and private equity fund...
The Art of Listening and The Power of Empathy in Financial Coaching with Saundra Davis
What happens when financial planning meets mindfulness and true empathetic listening? In this transformative episode of The Wealth in Yourself podcast, host Josh St. Laurent sits down with Saundra Davis, MSFP, MCC, APFC®, FBS®, known as "The Financial Coaches Coach", who challenges everything we think we know about money and planning.With fierce compassion, Saundra shares her philosophy: "I'm not in the business of helping people be more comfortable with being poor, my role is to help people ...
Empowering Women to Master Their Mindset and Relationship With Money With Linda Grizely
Welcome to Linda Grizely, your Money Mindset Mentor. Linda is passionate about guiding women through transformative journeys. In her career as a financial planner, Linda witnessed clients facing self-imposed obstacles that hindered their financial growth. Many times, she found herself thinking, "If only they could break free from these internal barriers." Or more realistically, “They need to get out of their own way!” Reflecting on this, Linda thought about her own experiences with money. Gr...
The Ultimate Blueprint for Extraordinary Success: Mindset and Transformation with Jason Roberts
Get access to Jason’s 6-video training series for FREE by visiting https://ultimatesuccessblueprint.com/ and using code “JOSH” to download the whole course at no cost, no strings attached. For even more, join Jason’s Transformation Nation Community on Facebook for ongoing support and free resources. Today we’re joined by Jason Roberts, a charismatic National Speaker and Peak Performance Coach who has dedicated his life to studying the formulas for success and implementing these habits to cr...
Finding Holistic Wealth: Balancing Health, Relationships, and Finances with Dr. Jeff Anzalone
Our guest today is Dr. Jeff Anzalone, also known as the Debt-Free Doctor, a periodontist who teaches a unique prescription for success centered around mindset shifts. Dr. Anzalone shares his journey from having $300K in student loan debt to becoming a thriving real estate investor. His wake-up call came when he broke his wrist and realized the importance of having multiple income streams for his family’s financial security and future. Through his platform, he empowers clients to elevate the...
Becoming a Nomad Entrepreneur: How Real-Estate Franchise Developer Karim Kerachni Made The World His Office
Karim Kerachni is a serial entrepreneur, real estate franchise developer, and adventurous globe trotter. He was born in Canada with Algerian parents, grew up in France, lived in Kuwait, and is currently spending a year in Malaysia. Karim is passionate about being an entrepreneur, launching and growing businesses, and exploring the world while he’s doing it. His motto is “Work to live, don’t live to work.” With 13+ years experience in Sales and Management across North America and France in hi...
Thriving in Practice: Financial Strategies for Therapists and Entrepreneurs With Ryan Derousseau
Today we sit down with Ryan Derousseau, founder of Thinking Cap Financial, who specializes in empowering therapists, private practitioners, and self-employed professionals to achieve financial success while maintaining a focus on their clients. In this engaging conversation, Ryan shares his wealth of experience and expertise in the financial space, offering actionable insights and strategies tailored specifically for therapists and entrepreneurs. He emphasizes the importance of aligning busi...
Harnessing Artificial Intelligence to Supercharge Your Entrepreneurial Journey with Jonathan Green
Today we're joined by Jonathan Green, Artificial Intelligence Consultant at ServeNoMaster, discusses the practical applications of artificial intelligence (AI) in modern business and life. He shares his journey of getting fired from his dream job and starting an online business. Jonathan emphasizes the importance of taking control of one's life and not relying on a single point of failure. He also talks about the benefits of living as a digital nomad on a tropical island and the opportunities...
Mathew Pezon’s Journey From Chemical Engineer to Full-Time Real Estate Investor
Our guest today is Mathew Pezon, the driven CEO of Pezon Properties, as he shares his remarkable journey from the corporate world to real estate success. Mathew's story is one of determination, resilience, and unwavering passion. As a former chemical engineer turned Fulbright Scholar, Mathew made the leap from a nine-year side hustle to becoming a full-time real estate investor. Today, he oversees a thriving team of buy-and-hold experts, managing over 200 rental units in the Lehigh Valley, PA...
Financial Wellness Made Simple: Inside Budgetsimple With CEO, Sam Ingrassia
Today’s guest is Sam Ingrassia, serial entrepreneur and CEO of Budgetsimple, a membership portal for personal finance content creators. He has built out not only lessons that help people learn about personal finance but also calculators to help people run their own numbers. He partners with advisors who help a wide range of clients and businesses and his background in software engineering means he and his team can customize the portal to the needs of the team they’re working with. Budgetsi...
Beyond The Balance Sheet: Building Wealth and Worth with Carla Titus
Our guest this week is Carla Titus, Founder/CEO of Wealth & Worth Within and a Fractional CFO who provides accessible financial consulting services to business owners. With over 16 years of corporate finance expertise, she is on a mission to redefine the financial landscape for entrepreneurs. Carla guides her clients through the intricacies of financial planning, analysis, and strategy for their businesses. Her commitment to empowering clients goes beyond just numbers; it's about growing pro...
The Wealth of AI: Matt Burton on AI's Impact on Finance, Society, and the Future
In this episode, we sit down with Matt Burton, Founder and CEO of SAVANT-AI, for an exploration of the transformative and dynamic intersection of AI and wealth. From his financial roots at Charles Schwab and Fidelity Investments to pioneering the future with SAVANT-AI, Matt shares his journey and insights into the ever-evolving landscape of AI. In a candid conversation, Matt delves into the birth of SAVANT-AI and its potential to reshape industries and lives. From unlocking the positive impac...
Decoding The Wealth Matrix: Bryan Huhn's Journey from Wall Street to Reflective Wealth
This week we dive deep into the financial labyrinth with Bryan Huhn, the Founder and Anti-CEO of Reflective Wealth. Bryan's journey is a tale of breaking free from the shackles of traditional wealth management. Having spent over a decade advising financial advisors at Wall Street behemoths, Bryan realized the incongruity of selling investment products he couldn't believe in. Now, with Reflective Wealth, he's rewriting the rules. This is not just a podcast; it's a manifesto against the status ...
Turning Keys, Turning Profits: Jonathan De Gouveia’s Blueprint for Transformative Real Estate Investing
This week we dive into the world of real estate transformation with Jonathan De Gouveia, a seasoned real estate investor with a passion for turning distressed properties into thriving investments. Discover the art and science behind Jonathan's success, specializing in the acquisition, renovation, and strategic exit of distressed residential real estate. His unique approach involves completing full rehab projects in as little as 60 days, maximizing returns for clients and investors alike. In t...
Wealth Beyond Numbers: Dasarte Yarnway's Blueprint for Business Owners
In this illuminating episode of The Wealth in Yourself Podcast, we sit down with Dasarte Yarnway, a 4-time Investopedia Top 100 advisor and the visionary Founder & CEO of Yarnway Wealth Management. With over a decade of experience, Dasarte specializes in crafting financial plans tailored for California business owners. Join us as Dasarte shares his journey from a budding independent advisor to a sought-after financial influencer. As the author of three impactful books and the host of the Alt...
Building And Balance: How to Thrive as a Hybrid Real Estate Professional with Aaron Ameen
Our guest this week is Aaron Ameen, a Hybrid Real Estate Professional who has mastered the art of seamlessly blending multiple professional roles for holistic success. As the voice behind "The Hybrid Real Estate Professional" newsletter and podcast, Aaron generously shares insights from his experience and expertise building an expansive real estate portfolio. While navigating a demanding full-time career in consulting and starting a family, he and his wife embarked on a remarkable journey to...
Healing Financial Trauma: Transformational Financial Therapy with Nate Astle
Our guest this week is Nate Astle, LMFT, CFT-I™, Founder of the Financial Therapy Clinical Institute, a collaborative practice that aims to holistically help to change how people think, feel, and behave around money.In this episode, we delve deep into the world of financial therapy as Nate shares his insights on how emotions impact our financial decisions, the importance of addressing financial trauma, and how therapists, counselors, and financial planners can work together to integrate finan...
Trash to Treasure: How CanMonkey.com is Changing the Game for Short-Term Rentals
Join us as we sit down with K. Alexander Shapiro, the Co-Founder and CEO of CanMonkey.com, a pioneering Vacation Rental Trash Solution. What started as a small venture during the pandemic has grown into a behemoth, servicing over 5,000 properties across 80 cities. But CanMonkey.com is more than just a trash service; it's a glimpse into the evolving gig economy. Alexander shares how CanMonkey.com is providing opportunities for "can-runners" to earn money by delivering trash to curbs, similar t...
From Military Service to Civilian Success: Dr. Steven Crane's Journey to Empower Veterans
Today we talk with Dr. Steven Crane, Founder & CEO of 360 Veteran, LLC. Dr. Crane a 100% P&T Disabled USMC Veteran, Serial Entrepreneur, Best Selling Author, Keynote Speaker, & Certified Professional Coach who is passionate about helping Veterans around the world avoid the unfortunately stereotypical homeless Veteran transition that he endured. With over 125 professional degrees, licenses, and designations to his name, it’s safe to say Dr. Crane is a lifelong learner. A big part of his miss...
Caring for the Caregiver: Compassionate Financial Planning with Danielle Miura
In this compassionate episode, we're joined by Danielle Miura, Founder of Spark Financials and a dedicated family caregiver. Danielle's mission is clear: to empower family caregivers through every twist and turn life brings. As a financial planner with personal experience in caregiving, Danielle delves into the unique challenges faced by those unexpectedly thrust into the role. She shares practical insights on organizing, simplifying, and prioritizing financial well-being while navigating the...
Building Trust and Loyalty: The Art of Authentic Communication with Julie Johnson
Today, we have an incredible guest with us, Julie Johnson, Founder and CEO of XY Communication. Julie’s mission is clear: to empower financial professionals in enhancing engagement with clients, prospects, and peers, exploring the intricate art of communication, trust-building, and connection in the financial world. Julie shares her insights into the dynamics of communication, especially when spanning different generations and genders. Recognized as an authority in the field, she delves into ...
Mindful Money: The Psychology of Financial Well-Being with Derek Hagen
Today, we have an incredible guest with us, Derek F. Hagen, the Founder of Money Health Solutions®️. As a Financial Therapist, Life Planner, and Mindfulness Coach, Derek helps clients navigate their money psychology, reduce financial stress, and boost their confidence in financial decision-making. Derek's mission is to help individuals harness the power of money as a tool to live more intentionally and mindfully. With over 18 years of experience in financial services, including high-profile r...
Aligning Money with What Matters: Values-Centered Wealth Planning with Brenna Baucum
EPISODE TITLE: Aligning Money with What Matters: Values-Centered Wealth Planning with Brenna Baucum This week we are honored to have an exceptional guest with us, Brenna Baucum, the founder of Collective Wealth Planning. Brenna's journey in the world of finance is marked by a deep commitment to aligning her clients' financial goals with their values. As the Founder of Collective Wealth Planning in Salem, Oregon, she specializes in tax-efficient planning for public employees, professors, and...
Philanthropy with Purpose: Meaningful Moments with Deborah Goldstein
This week we have a truly inspirational guest with us, Deborah Goldstein, the founder of Enlightened Philanthropy. With over 25 years of experience in fundraising and nonprofit management, Deborah has dedicated her life to guiding philanthropists on their journey to make a difference in the world. Her approach is deeply intuitive, helping clients align their values with their giving to create a meaningful and lasting impact. She specializes in crafting Philanthropy Plans, which serve as a roa...
Savvy Tax Secrets for Real Estate Wealth: An Interview with Amanda Han, CPA
Our guest this week is Amanda Han, a highly acclaimed CPA and tax strategist specializing in the world of real estate. With her expertise, she's helped individuals across the nation save substantial amounts in taxes while turbocharging their wealth-building endeavors. Amanda is the author of the highly rated book "Tax Strategies for the Savvy Real Estate Investor," which has been transforming the financial landscape for investors and her insights have earned her recognition in top-tier public...
A Journey to Financial Freedom: Josh's Story
In this unique solo episode of the Wealth In Yourself Podcast, host Josh St. Laurent reveals the personal journey that has shaped him into the financial life planner and advisor he is today. From a childhood marked by financial insecurity to overcoming educational and personal challenges, Josh's story serves as a testament to the transformative power of tenacity, hard work, and a deep-rooted passion for helping others achieve financial freedom. As a CERTIFIED FINANCIAL PLANNER™ and Certified ...
Generational Knowledge And The Foundation of Wealth With Dr. Joaquin Wallace
This week, we are honored to have a remarkable guest, Dr. Joaquin Wallace, a dynamic speaker, educator, author, and executive director with a passion for transforming the financial landscape of under-represented communities and has dedicated his career to educating others about the importance of financial literacy. With over two decades of experience in education, advocacy, and financial services, Dr. Wallace is on a mission to empower individuals, families, and communities to break free fro...
Transforming Money Systems for Women of Color Entrepreneurs with Diana Yáñez of All The Colors
Our guest in this episode is Diana Yáñez, a CFP®, Registered Life Planner, money coach at All the Colors, and a Wealth Manager at Strategy Squad. As a financial empowerment guide at All the Colors, Diana transforms the state of money management for women of color entrepreneurs worldwide. Her vision is to create systems for their money to become a stable and supportive foundation for themselves, their loved ones, and their community. We discuss her training as a coach and Life Planner and ho...
Money on the Mind: Gus Kristoferson's Vision for Empowering Psychiatric Nurse Practitioners
In this episode, my guest is Gus Kristoferson, a CFP® as well as a CFA. He has a Master's degree in finance and is the founder of Money on the Mind, a life-centered financial planning firm empowering psychiatric nurse practitioners to think boldly as they envision the life they want and create a plan to bring that vision to life. We discuss his path to becoming a financial advisor and getting all the needed education to be able to help others with their finances. He talks about the unique ...
Unveiling Real Estate Development: Insights from Jason Brown of Brown Enterprises
Today’s episode features Jason Brown, Principal and Broker in Charge at Brown Enterprises. I first met Jason almost a decade ago and he was already hard at work building his empire. In those days he bought single-family homes at auction, renovated them, and rented them. Today he is working on a development project that will bring much-needed housing to Columbia, SC. Jason talks about the importance of discipline, controlling your outcomes, and betting on yourself. How a passion for real ...
Financial Mastery Across Generations: Insights from Gen-Z Advisor, Mando Sallavanti III, CFP®
Financial Mastery Across Generations: Insights from Gen-Z Advisor Mando Sallavanti III, CFP® In today’s episode, we sit down with the dynamic and forward-thinking Mando Sallavanti III, CFP®, a young financial advisor already making waves in the industry. Mando’s passion for empowering Gen Z and tackling their unique financial challenges shines through as he shares actionable advice and practical wealth-building strategies that resonate with everyone, regardless of age. Join us as Mando opens ...
Navigating Business Exits: Strategies From Eric Cooper, Certified Exit Planner
Welcome to the inaugural episode of the Wealth in Yourself Podcast, where we help people to design their ideal life and take control of their time and money. Today we dive deep into the mind of Eric Cooper, Certified Exit Planner, and Founder/Managing Partner at Sooner Business Advisors. He specializes in maximizing the value of businesses as they prepare for their next chapter and has a deep knowledge and background in financial planning as well. I’ve known Eric personally for over a dec...
Introducing: Wealth In Yourself Podcast
Introducing the Wealth In Yourself podcast, a show dedicated to helping you master the complex subject of money by simplifying it through stories and actionable advice. Host Josh St. Laurent engages in conversations with some of the brightest minds in business, financial advice, psychology, and more, we’ll give you actionable takeaways you can use to improve your financial knowledge immediately. Whether you want to learn how to budget more effectively, build passive income streams, or improv...
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