Our Family Invests Podcast

Our Family Invests

The Our Family Invests Podcast is a conversation with couples who have built meaningful lives and are thoughtful about how they invest their time, energy, relationships, and capital. Hosted by Mike and Caroline Neubauer, each episode features honest, casual conversations about how people think, make decisions, stay aligned, build wealth and legacy, and what it actually takes to build an intentional life together. New episodes every Tuesday.

  1. 076: $60 Trillion Is Changing Hands - Mario Sicari | Our Family Invests

    Jun 16

    076: $60 Trillion Is Changing Hands - Mario Sicari | Our Family Invests

    A massive wealth transfer is already in motion. Over the next 10 to 15 years, an estimated $60 trillion will move from the silent generation to baby boomers and Gen X. The question isn't whether you'll see some of it. The question is whether you'll know what to do when you do. Mario Sicari has been a wealth manager since 1994. He oversees more than $300 million in private client assets, holds an Accredited Investment Fiduciary designation, and just finished his second book on building and preserving wealth. He's been through every major market cycle since dot-com and still shows up because he genuinely loves talking to people who want to learn. This conversation covers what a fiduciary advisor actually does, the three-bucket strategy for managing money across your lifetime, what Mario does with his own portfolio during market volatility, and why the Roth conversion decisions you make at 65 directly affect your Medicare costs at 73. What You'll Learn: Why a fiduciary designation changes what your advisor is legally required to do for youThe three-bucket strategy for short, intermediate, and long-term wealth managementWhat a 30-year wealth manager does with his own money when markets get loudThe $60 trillion wealth transfer already underway and how to receive it wiselyWhy Roth conversions between 65 and 73 can save you tens of thousands in Medicare premiumsHow couples who invest together, on the same page, consistently build more wealth than those who don'tConnect with Mario: www.bgscapitalmanage.com | LinkedIn Subscribe to The Weekly Compass, our free weekly newsletter with short practical tips for building wealth, aligning your family, and living intentionally: https://OurFamilyInvests.com/newsletter Watch on YouTube: https://youtu.be/TPTkNkfb4y0

    1h 19m
  2. 075: Flourishing in the Desert - Brien & Emily Sonzogni | Our Family Invests

    Jun 9

    075: Flourishing in the Desert - Brien & Emily Sonzogni | Our Family Invests

    Brien Sonzogni is a nationally recognized marketing strategist who helped put Black Desert Golf Course on the PGA Tour map. Emily Sonzogni is the founder of Prickly Pear Pediatric Therapy and the first speech language pathologist in southern Utah certified in Childhood Apraxia of Speech. They are also two college athletes who sold their house on a Thursday, bought one on Monday, and moved to a city they had never visited. This episode covers the marketing strategy behind one of the fastest-rising golf brands in the country, what it looks like when a child who has never spoken finds their voice in a clinic for the first time, and what it actually takes to build two thriving businesses while raising two kids and staying aligned as a couple. What you will learn: How Brien turned down a VP role in Dallas to move to St. George on a gut feeling, and what followedWhy Emily went an inch wide and a mile deep in a small market with a rare specialtyThe story behind Black Desert Golf Course and its first PGA Tour event in Utah in over 60 yearsHow Brien used AI to preserve the voice of golf architect Tom Weisskopf after his passingWhat relationship-driven entrepreneurship actually looks like in practiceHow this couple balances two businesses, two kids, and intentional family time without burning outSubscribe to The Weekly Compass, our free weekly newsletter with short practical tips for building wealth, aligning your family, and living intentionally: https://OurFamilyInvests.com/newsletter

    1h 9m
  3. 074: An Introvert With $250m in AUM - Jens Nielsen | Our Family Invests Podcast

    Jun 2

    074: An Introvert With $250m in AUM - Jens Nielsen | Our Family Invests Podcast

    74: A Bike Crash Built His Empire - Jens Nielsen | Our Family Invests Jens Nielsen left Denmark at 23 with a backpack and no particular plan. After 27 years building a career in IT and telecom, a mountain biking accident in Colorado put him in the ICU and forced a question he'd been avoiding: what do you actually want? By 2020, he walked away from corporate for good. Today he's a general partner on over 2,000 apartment units valued at more than $250 million, a Certified High Performance Coach, and one of the more candid voices on what syndication really looks like when the tide goes out. Mike and Jens talk through the real story behind leaving a 27-year career mid-pandemic, why Jens stopped doing multifamily deals for over two years while most syndicators kept pushing, and what he's building instead in industrial and flex-space real estate. What You'll Learn: How a near-fatal crash compressed a 10-year exit plan into two yearsWhat changes inside you when you're investing other people's moneyWhy Jens walked away from multifamily and what he found in flex-space and industrialThe $80K broker commission surprise and how to hedge tenant risk during due diligenceWhat to look for in a syndicator before you commit as an LPHow high performance coaching helped him stop talking himself out of his own next moveSubscribe to The Weekly Compass, our free weekly newsletter with short practical tips for building wealth, aligning your family, and living intentionally: https://OurFamilyInvests.com/newsletter

    51 min
  4. 072: Leukemia. Bankruptcy. Divorce. And Still No Bad Days - Jeff Holst | Our Family Invests Podcast

    May 19

    072: Leukemia. Bankruptcy. Divorce. And Still No Bad Days - Jeff Holst | Our Family Invests Podcast

    Jeffrey Holst hasn't had a bad day since he was 17. Not through leukemia. Not through personal bankruptcy. Not through a divorce he didn't see coming. If that sounds like a bumper sticker, this episode will change your mind. Jeff is an entrepreneur, real estate investor, and author of No Bad Days. He went from negative net worth to financially retired in six and a half years, has visited all seven continents, climbed Kilimanjaro, and built a life most people only postpone. He did it through a framework he calls the Extraordinary Life Formula, and in this conversation he breaks it down from the ground up. We cover the night he was 17 with a knife in his hand and made a decision that changed everything, what happened when he nearly broke his 30-year streak while packing suitcases in Puerto Rico, and why he says the bankruptcy hit harder than the cancer diagnosis. What You'll Learn: The real origin of "no bad days" and why it has nothing to do with toxic positivityHow Jeff rebuilt from negative net worth to retired in 6.5 yearsThe Extraordinary Life Formula: EXT + RA + ordinaryThe "Morocco Moment" filter for saying yes before you're readyWhy integrity is alignment between thought, word, and actionHow to start living more intentionally without blowing up your lifeSubscribe to The Weekly Compass, our free weekly newsletter with short practical tips for building wealth, aligning your family, and living intentionally: https://OurFamilyInvests.com/newsletter

    56 min
5
out of 5
23 Ratings

About

The Our Family Invests Podcast is a conversation with couples who have built meaningful lives and are thoughtful about how they invest their time, energy, relationships, and capital. Hosted by Mike and Caroline Neubauer, each episode features honest, casual conversations about how people think, make decisions, stay aligned, build wealth and legacy, and what it actually takes to build an intentional life together. New episodes every Tuesday.

You Might Also Like