Office Hours with Kuldeep Madan

Kuldeep Madan

Welcome to Office Hours.🎙️ Hosted by Kuldeep Madan, Founder + CEO of Madan+, Office Hours is a dedicated space created by financial advisors, for financial advisors. Join Kuldeep as he sits down with the sharpest, most interesting people he knows – advisors, leaders, and builders – who’ve done the work, made mistakes, and gained invaluable insights along the way. Think of it as sitting across from a professor who actually has time for you. The kind who remembers your name, pushes back on your thinking, and stays an hour past the designated time block. No applications. No prerequisites. Subscribe so you don't miss it.

Episodes

  1. Permission to Spend, Whole Life Wisdom, and Lie-UL’s with Tom Wall

    2h ago

    Permission to Spend, Whole Life Wisdom, and Lie-UL’s with Tom Wall

    Tom traces his path from financial advisor at Northwestern Mutual to home office wholesaler to one of the industry's most trusted educators. They dive into the real mechanics of whole life versus IUL (which Tom calls "Lie-UL"), who should and shouldn't own whole life, the truth behind dividend interest rates, the history of mutual insurance companies (yes, they go surprisingly deep), and the risks hiding inside premium financing. Tom also shares the origin story behind Permission to Spend, why he's rewriting it, and a preview of his next book, built around the "2% Solution." The two also swap stories about risk-taking, mentorship, and the friendship that brought them together, before Tom closes out with what makes Whole Life Masterminds special and a look ahead to the 2027 Fast Start Forum at The Phoenician in Scottsdale, Arizona. Books featured: Permission to Spend: Maximize Your Retirement with the Best-Kept Secret in Personal Finance by Tom Wall https://www.amazon.com/dp/1959840215 Events referenced: Whole Life Masterminds — A Premier Mastermind for Financial Advisors https://whole-life-masterminds.mykajabi.com/ Fast Start Forum 2027, January 17–20, The Phoenician, Scottsdale, AZ — sign up at https://faststartforum.com/ Madan+ Masterclass Event, September 27–29, Miami https://madanplus.com/masterclass

    36 min
  2. Billiards, BDITs, and the Brilliance of Vince D'Addona

    6d ago

    Billiards, BDITs, and the Brilliance of Vince D'Addona

    On this episode of Office Hours, Kuldeep sits down with industry veteran Vince D'Addona for a candid, funny, and unfiltered conversation about what it really takes to build a career in financial services.

    1h 15m
  • 2 Episodes

About

Welcome to Office Hours.🎙️ Hosted by Kuldeep Madan, Founder + CEO of Madan+, Office Hours is a dedicated space created by financial advisors, for financial advisors. Join Kuldeep as he sits down with the sharpest, most interesting people he knows – advisors, leaders, and builders – who’ve done the work, made mistakes, and gained invaluable insights along the way. Think of it as sitting across from a professor who actually has time for you. The kind who remembers your name, pushes back on your thinking, and stays an hour past the designated time block. No applications. No prerequisites. Subscribe so you don't miss it.

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