Unconventional Money Moves

Joshua Krafchick
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Welcome to the Unconventional Money Moves Podcast — strategies to build wealth, grow businesses, and stay in the game. Host Joshua Krafchick is an Investment Adviser Representative and founder of 369 Financial, LLC. Disclaimer: This podcast is for informational and educational purposes only and should not be considered personalized financial, investment, tax, or legal advice. Always consult a qualified financial professional. Content is intended for a U.S. audience and not a solicitation where unauthorized. Disclosures: https://369financial.com/legal-disclosure/

  1. HACE 3 DÍAS

    Online Estate Planning: How Tech & AI are Changing Wills – Tim Hewson | Ep. 123

    For anyone considering estate‑planning — from first‑time wills to advanced strategies. Tim Hewson reveals how the digital transformation of legal services is helping ordinary people protect their assets and make meaningful decisions. Visit: https://www.timhewson.com/legalwills Chapters: 0:00 – The Birth of an Idea: Disrupting Estate Planning 11:02 – Navigating the Early Challenges of Online Services 18:48 – Embracing Technology: The Role of AI in Legal Services 24:17 – Adapting to Change: The Impact of COVID‑19 on Estate Planning 41:56 – Changing Mindsets: The Importance of Wills and Charitable Giving — 🔹Artwork By:⁠ https://shermanparnell.art/⁠ 🔹 Learn How Josh Could Help You: ⁠https://369financial.com ⁠ 🔹 Book a strategy session: ⁠https://369financial.com/consultation/⁠ — **Disclaimer:** 369 Financial is a registered investment adviser. This content is for informational and educational purposes only and does not constitute personalized investment advice or a recommendation. All opinions expressed are solely those of the presenter and do not reflect the views of any affiliated institutions. Past performance is not indicative of future results. Please consult a qualified financial professional before making any investment decisions. As a fiduciary, I’m required to act in the best interest of my clients — a standard that does not apply to all financial content creators

    47 min

  2. 5 NOV

    How This Navy Veteran Built a Multi-Million Dollar Construction Firm-Scott Arias | Ep. 122

    Dr.  Scott Arias — retired U.S. Navy Seabee Senior Chief Petty Officer, urovercame a life‑changing motorcycle accident, earned a PhD in Construction Management, and went on to found ACE Consulting, an Inc. 5000 award‑winning construction professional services firm. Social Links: https://www.linkedin.com/in/scottarias/ — 🔹Artwork By:⁠ https://shermanparnell.art/⁠ 🔹 Learn How Josh Could Help You: ⁠https://369financial.com ⁠ 🔹 Book a strategy session: ⁠https://369financial.com/consultation/⁠ - Chapters: 00:00 From Military to Civilian Life: A Journey of Transformation 10:08 The Role of Experience and Education in Business 17:47 Leadership Lessons from the Navy 24:59 Building a Mission-Driven Organization 26:58 Building a Culture of Urgency and Competency 29:03 The Importance of Doing the Right Thing 32:56 Simplicity in Complexity 36:37 Lessons from Michael Jordan 43:41 Faith as a Foundation for Resilience 48:15 The Joy of Seeing Others Succeed — **Disclaimer:** 369 Financial is a registered investment adviser. This content is for informational and educational purposes only and does not constitute personalized investment advice or a recommendation. All opinions expressed are solely those of the presenter and do not reflect the views of any affiliated institutions. Past performance is not indicative of future results. Please consult a qualified financial professional before making any investment decisions.As a fiduciary, I’m required to act in the best interest of my clients — a standard that does not apply to all financial content creators.

    51 min

  3. 28 OCT

    Build Generational Wealth with an Ivy League Graduate– Shanan Essick | Ep. 121

    Shanan Essick is an Ivy League-trained JD/MBA and founder of PEARLFECTIONIST(A), where she helps high-performing professionals build generational wealth using strategies once reserved for the ultra-rich. With experience at elite law firms, investment offices, and tech-finance firms, Shanan breaks down how integrated systems of tax strategy, legal protection, and intentional investing can unlock lasting financial freedom. Website & Social Media Links: Website: https://app.royallegalsolutions.com/ LinkedIn: https://www.linkedin.com/company/royal-legal-solutions/ Instagram: https://www.instagram.com/royal.legal.solutions/ X: x.com/royal_legal_law YouTube: https://www.youtube.com/c/RoyalLegalSolutions Chapters: 00:00 Introduction to Unconventional Strategies 03:13 Background and Journey to Royal Legal Solutions 05:53 Understanding Wealth Infrastructure 08:51 Lessons from Big Law and Restructuring 12:06 The Risks of Borrowing Against Equity 14:52 Investment Strategies and Margin Use 17:55 Building Business Buffers and Resilience 21:03 Tax Structures and Business Growth 24:02 Education and Access to Financial Knowledge 27:13 Navigating Life's Challenges 29:06 Building Relationships and Systems for Success 31:18 The Importance of Accountability in Wealth 33:12 Sustaining Generational Wealth 35:03 Understanding Currency and Economic Relationships 38:42 Optimizing Business for Long-Term Success 40:31 Balancing Short-Term Gains with Long-Term Goals 43:36 The Value of Minimalism and Freedom 46:44 Finding Balance in Materialism and Relationships 49:10 Strategizing for Sustainable Home Ownership — 🔹Artwork By:⁠ https://shermanparnell.art/⁠ 🔹 Learn How Josh Could Help You: ⁠https://369financial.com ⁠ 🔹 Book a strategy session: ⁠https://369financial.com/consultation/⁠ — **Disclaimer:** 369 Financial is a registered investment adviser. This content is for informational and educational purposes only and does not constitute personalized investment advice or a recommendation. All opinions expressed are solely those of the presenter and do not reflect the views of any affiliated institutions. Past performance is not indicative of future results. Please consult a qualified financial professional before making any investment decisions. As a fiduciary, I’m required to act in the best interest of my clients — a standard that does not apply to all financial content creators.

    51 min

  4. 14 OCT

    Why Laughter Reveals Who We Really Are -Anjil Rodee | Ep. 120

    Laughter exposes the parts of ourselves that words often hide. Through the lens of comedy, creativity, and candid storytelling, this conversation explores how humor connects people, softens defenses, and helps us see life with more honesty. From learning the art of improv to understanding failure as a creative teacher, Anjil Rodee dives into the courage it takes to stay authentic—on stage, in art, and in everyday life. Website: https://www.brushcapades.com Social Media Links: https://www.instagram.com/anjlkr/https://www.facebook.com/anjlr/ Chapters: 03:21 Comedy as a Defense Mechanism 06:09 The Journey into Comedy and Music 09:02 Finding Your Niche in Comedy 12:11 The Importance of Improv in Comedy and Life 15:16 Humor in the Workplace and Its Value 17:56 The Nature of Humor and Authenticity 18:16 The Art of Delivery in Comedy 22:05 Embracing Failure: The Comedy Journey 26:08 The Intersection of Art and Comedy 30:21 Teaching Art: A Global Perspective — 🔹Artwork By:⁠ https://shermanparnell.art/⁠ 🔹 Learn How Josh Could Help You: ⁠https://369financial.com ⁠ 🔹 Book a strategy session: ⁠https://369financial.com/consultation/⁠ — **Disclaimer:** 369 Financial is a registered investment adviser. This content is for informational and educational purposes only and does not constitute personalized investment advice or a recommendation. All opinions expressed are solely those of the presenter and do not reflect the views of any affiliated institutions. Past performance is not indicative of future results. Please consult a qualified financial professional before making any investment decisions. As a fiduciary, I’m required to act in the best interest of my clients — a standard that does not apply to all financial content creators.

    39 min

  5. 2 OCT

    How to Stay Steady in Today’s Uncertain Markets – 369 Financial | Q3 2025 Investing Update

    Federal Reserve policy, tariffs, Nvidia’s rise, and global diplomacy are among the biggest forces shaping 2025 markets. From monetary shifts to supply chain pressures and international dynamics, investors gain perspective on what supports long-term market resilience and steadiness in uncertain times.—🔹Artwork By: https://shermanparnell.art/🔹 Learn How Josh Could Help You: https://369financial.com 🔹 Book a strategy session: https://369financial.com/consultation/— **Disclaimer:** 369 Financial is a registered investment adviser. This content is for informational and educational purposes only and does not constitute personalized investment advice or a recommendation. All opinions expressed are solely those of the presenter and do not reflect the views of any affiliated institutions. Past performance is not indicative of future results. Please consult a qualified financial professional before making any investment decisions.As a fiduciary, I’m required to act in the best interest of my clients — a standard that does not apply to all financial content creators.

    8 min

  6. 30 SEP

    How to Think Like a Trader: Strategy, Expectancy, and Market Efficiency– David Chau | Ep. 119

    David Chau, known online as “Captain Condor,” is the visionary behind the SPX Program by InsideOptions LLC and the founder of SPX MGMT LLC, a boutique alternative investment firm specializing in non-directional options strategies. Featured in the Wall Street Journal for his mastery of SPX options and the Iron Condor strategy, David has mentored over 1,000 traders since 2020, bridging the gap between professional fund management and retail trading. Social Media Links: https://www.facebook.com/davidchauoptions https://www.youtube.com/@spxprogram https://www.linkedin.com/in/davidchau1/ https://www.instagram.com/insideoptions_/ https://x.com/Insideoptions_ Chapters: 00:00 Introduction to David Chau and His Journey 02:57 Transitioning from College to Trading Success 05:59 The Evolution of Trading Strategies 08:50 Understanding the Martingale Strategy in Trading 11:56 The Importance of Market Efficiency and Expectancy 14:48 Building a Trading Community and Its Impact 17:58 Navigating the Trading Landscape: Differentiating Real Experts 21:00 The Role of Systems and AI in Trading and Business 25:12 Navigating Marketing and Trading Strategies 32:26 Understanding Community Dynamics and Learning Curves 39:51 The Mechanics of the Martingale Strategy 45:44 Overcoming Fear and Misconceptions in Trading 47:13 Investment Strategies and Tax Implications 🔹Artwork By: https://shermanparnell.art/ 🔹 Learn How Josh Could Help You: https://369financial.com 🔹 Book a strategy session: https://369financial.com/consultation/ **Disclaimer:** 369 Financial is a registered investment adviser. This content is for informational and educational purposes only and does not constitute personalized investment advice or a recommendation. All opinions expressed are solely those of the presenter and do not reflect the views of any affiliated institutions. Past performance is not indicative of future results. Please consult a qualified financial professional before making any investment decisions.As a fiduciary, I’m required to act in the best interest of my clients — a standard that does not apply to all financial content creators.

    48 min

  7. 23 SEP

    From Biotech to Organic Growth & AI-Powered Success – Justin Abrams | Ep. 118

    Justin Abrams is the founder of Aryo Consulting Group, a Boston-based strategy, marketing, and technology consulting firm that has worked with more than 350 clients across diverse industries. Social Media Links: Aryo:https://aryocg.com/https://www.linkedin.com/company/aryo-consultinghttps://www.instagram.com/aryoconsultinghttps://www.facebook.com/AryoConsultingGroup Personal Links:https://www.linkedin.com/in/justin-abrams-aryo-consultinghttps://x.com/justin_abrams100:00 From Fraternity Life to Biotech Success 11:09 Navigating the Transition to Consulting 15:19 Building a Consulting Business During COVID 17:03 Strategies for Small Business Growth 22:51 Unconventional Business Challenges 24:19 Understanding High-Value Industries and Pricing Strategies 25:21 Effective Marketing Approaches for Luxury Products 26:50 Navigating Advertising Costs and Platforms 29:34 The Flaws in Marketing Agency Models 32:34 Transitioning from Strategy Consulting to Marketing 36:59 Building Sustainable Growth Systems 39:10 Strategies for Establishing Authority in Investment 43:05 Optimizing Client Engagement and Follow-Up 46:42 Connecting with Justin and Future Opportunities —🔹Artwork By: https://shermanparnell.art/🔹 Learn How Josh Could Help You: https://369financial.com 🔹 Book a strategy session: https://369financial.com/consultation/— **Disclaimer:** 369 Financial is a registered investment adviser. This content is for informational and educational purposes only and does not constitute personalized investment advice or a recommendation. All opinions expressed are solely those of the presenter and do not reflect the views of any affiliated institutions. Past performance is not indicative of future results. Please consult a qualified financial professional before making any investment decisions.As a fiduciary, I’m required to act in the best interest of my clients — a standard that does not apply to all financial content creators.

    47 min

  8. 16 SEP

    Passion, Persistence, and the Artist’s Journey– Angelo Edalo | Ep. 117

    Angelo “Edalo” Marinelli is a self-taught, multi-instrumentalist, producer, and composer whose music has been featured in Rolling Stone, Billboard Sound, and Dancing Astronaut. He’s collaborated with legends like Robby Takac of The Goo Goo Dolls and the Ray Charles Family & Foundation, and his work has topped the iTunes Dance/Electronic charts at #1 and #9. Website: www.edalomusic.com Social Media Links: Spotify: https://open.spotify.com/artist/5Y2R3qcpkGybDuHXxPrv9l?si=2aEbmgvcQTivpJu88EgDIA YouTube: https://youtube.com/@edalomusic Facebook: https://www.facebook.com/share/16zWrcJfj9/ Instagram: @edalomusic Chapters: 00:00 Introduction to Angelo Edalo 03:23 The Journey from Drummer to Music Producer 05:57 Transitioning from Hobby to Career 09:04 Live Performance Challenges and Triumphs 11:40 The Art of Reading the Crowd 14:33 Finding Balance in Music and Life 17:30 Embracing the Chaos in the Music Industry 20:27 The Importance of Persistence and Growth 23:05 Building Connections in the Music World 24:04 The Struggles of the Music Industry 27:01 Defining Artistic Identity 28:50 The Importance of Passion in Music 30:32 Creative Strategies for Success 34:44 Nurturing Talent in the Music Scene 37:13 Influences and Guilty Pleasures 40:22 Adapting to Change in Music and Life 44:12 The Journey of an Artist — 🔹 Learn more: https://369financial.com 🔹 Book a strategy session: https://369financial.com/consultation/— **Disclaimer:** 369 Financial is a registered investment adviser. This content is for informational and educational purposes only and does not constitute personalized investment advice or a recommendation. All opinions expressed are solely those of the presenter and do not reflect the views of any affiliated institutions. Past performance is not indicative of future results. Please consult a qualified financial professional before making any investment decisions.As a fiduciary, I’m required to act in the best interest of my clients — a standard that does not apply to all financial content creators.

    46 min
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Welcome to the Unconventional Money Moves Podcast — strategies to build wealth, grow businesses, and stay in the game. Host Joshua Krafchick is an Investment Adviser Representative and founder of 369 Financial, LLC. Disclaimer: This podcast is for informational and educational purposes only and should not be considered personalized financial, investment, tax, or legal advice. Always consult a qualified financial professional. Content is intended for a U.S. audience and not a solicitation where unauthorized. Disclosures: https://369financial.com/legal-disclosure/

Información

  • Creador
    Joshua Krafchick
  • Años de actividad
    2023 - 2025
  • Episodios
    131
  • Clasificación
    Apto
  • Copyright
    © Joshua Krafchick
  • Mostrar sitio web
    Unconventional Money Moves