Money School Elite

Chris Naugle

Money School Elite unlocks non-obvious insights to grow your net worth, keep it secure, and create a legacy that lasts. Straight from your peers…High Net Worth individuals, leaders, and experts on the cutting edge. Each episode features: - Interviews with guest experts - Unique insights and strategies - Tactics for real-world application We seek out guests who are unafraid to challenge the status quo, do the uncommon, and share openly. So you get the stories, the experiences, the lessons learned…straight from your HNW peers in their own words. Not the words of your financial advisor or an AI tool. You'll get advanced knowledge and inside information on how to… - Structure your wealth to last - Prepare for major liquidity events - Reduce taxes through advanced frameworks - Shape your heirs to be stewards, not dependents - Buy back time and curate a life of purpose and time freedom - Expand your wealth across borders, currencies, and asset classes Subscribe for free and join the Elite who understand how money REALLY works.

  1. 3h ago

    The Private Real Estate Reset Wealthy Investors Need to Understand w/ Michael Pouliot

    Most investors think real estate performance comes down to the asset. At the high-net-worth level, the more important conversation is often about control. Because a deal is not just a building, a market, or a projected return. It is an operating system. Who manages the property? Who controls leasing, maintenance, marketing, resident communication, and costs at the asset level? Who can make decisions quickly when the market tightens, and the assumptions in the original deck no longer hold? That is where real estate investing starts to look very different. A lot of investors were comfortable allocating capital during the easy-money years because deals looked strong, liquidity was flowing, and exits felt predictable. But in a tighter market, the difference between passive ownership and true operating control becomes much more obvious. In this episode of Money School Elite, I sit down with Michael Pouliot of Carbon Real Estate Investments to talk about workforce housing, vertical integration, AI, capital raising, and what real estate operators need to get right in the current cycle. Michael brings a rare combination of Wall Street training, real estate operating experience, and long-term ownership thinking. This is not a conversation about chasing yield or finding the next hot deal. It is about how serious investors should evaluate structure, execution, risk, and time horizon before they put capital to work.   About the Guest Michael Pouliot is the CIO of Carbon Real Estate Investments, where he helps acquire and operate workforce apartment communities across the Southeast, with a focus on 100–300 unit B/C-class properties in secondary markets where institutional capital rarely competes. Michael brings a rare combination of Wall Street training and hands-on real estate operating experience. As a CFA and CAIA charterholder, he spent his early career analyzing distressed assets for Blackstone, Merrill Lynch, and notable family offices, as well as allocating capital for J.P. Morgan's Private Bank. Over the past 15 years, he has built institutional-grade underwriting and operational systems for middle-market multifamily investments. That combination of analytical rigor and operating discipline has helped generate 20%+ IRRs across 15+ repositioned assets, more than 3,000 units, and over $75 million in equity successfully deployed and managed. At Carbon, Michael and his team focus on acquiring underperforming workforce apartment communities in Sunbelt secondary markets. They create value through vertical integration, professional management, capital-efficient renovations, and disciplined operations. Website: investwithcarbon.com Podcast: Deal Flow Connect with Michael on LinkedIn.   About Your Host From pro-snowboarder to money mogul, Chris Naugle has dedicated his life to being America's #1 Money Mentor. With a core belief that success is built not by the resources you have, but by how resourceful you can be. Chris has built and owned 19 companies, with his businesses being featured in Forbes, ABC, House Hunters, and his very own HGTV pilot in 2018. He is the founder of The Money School™ and Money Mentor for The Money Multiplier. His success also includes managing tens of millions of dollars in assets in the financial services and advisory industry and in real estate transactions. As an innovator and visionary in wealth-building and real estate, he empowers entrepreneurs, business owners, and real estate investors with the knowledge of how money works. Chris is also a nationally recognized speaker, author, and podcast host. He has spoken to and taught over ten thousand Americans, delivering the financial knowledge that fuels lasting freedom.   Resources Private Money Guide:  https://go.moneyschoolrei.com/book-podcast Wealth Wednesday Webinar: https://go.moneyschoolrei.com/wednesday-webinar-podcast Mapping out the Millionaire Mystery:  https://go.moneyschoolrei.com/newbook-podcast

    39 min
  2. Jun 25

    The Private Equity Play Hidden Inside Franchising w/ Scott Jones

    Most people think franchising is about income replacement. At the high-net-worth level, the real conversation is about enterprise value. Because the operators who approach franchising seriously are not just trying to buy themselves a business. They are thinking about cash flow, unit economics, operational infrastructure, EBITDA growth, private equity demand, and whether the business can eventually become attractive to a larger buyer. And once you understand that, the way you evaluate franchising starts to change. Most franchise buyers don't miss the opportunity because they fail to recognize a good brand. They miss it because they evaluate the opportunity too narrowly. They look at the concept, the customer demand, and the upfront cost, but they do not always understand how to vet the system, read the disclosure data, identify red flags, or think through the exit before they get in. In this episode of Money School Elite, I sit down with Scott Jones of Franchise Guide Group to unpack how serious operators and high-net-worth investors should think about franchising as a wealth-building vehicle. Scott has owned 10 franchises himself, advised operators for more than 20 years, and worked across the franchisee, franchisor, and supplier sides of the industry. And in this conversation, he breaks down how to evaluate franchising through the lens of diligence, capital efficiency, scale, cash flow, and private equity exit potential.   About the Guest Scott Jones is the founder of Franchise Guide Group, where he helps high-achieving professionals, business owners, executives, and franchise operators evaluate franchise opportunities that align with their experience, goals, and long-term vision. With more than 30 years of business experience, Scott has worked as a CEO, franchise executive, entrepreneur, and multi-unit, multi-brand franchisee. He has helped hundreds of people explore franchising as a path to income diversification, career transition, business ownership, and greater personal freedom. Through Franchise Guide Group, Scott brings a practical, operator-level perspective to the franchise selection process, helping clients understand which opportunities fit their background, interests, capital, and desired outcomes. For Money School Elite listeners, Scott created a dedicated page where you can take the quiz, learn more, and schedule a call: https://connect.franchiseguidegroup.com/ms. You can also follow Scott on Instagram: @‌franchiseguidegroup.   About Your Host From pro-snowboarder to money mogul, Chris Naugle has dedicated his life to being America's #1 Money Mentor. With a core belief that success is built not by the resources you have, but by how resourceful you can be. Chris has built and owned 19 companies, with his businesses being featured in Forbes, ABC, House Hunters, and his very own HGTV pilot in 2018. He is the founder of The Money School™ and Money Mentor for The Money Multiplier. His success also includes managing tens of millions of dollars in assets in the financial services and advisory industry and in real estate transactions. As an innovator and visionary in wealth-building and real estate, he empowers entrepreneurs, business owners, and real estate investors with the knowledge of how money works. Chris is also a nationally recognized speaker, author, and podcast host. He has spoken to and taught over ten thousand Americans, delivering the financial knowledge that fuels lasting freedom.   Resources Private Money Guide:  https://go.moneyschoolrei.com/book-podcast Wealth Wednesday Webinar: https://go.moneyschoolrei.com/wednesday-webinar-podcast Mapping out the Millionaire Mystery:  https://go.moneyschoolrei.com/newbook-podcast

    33 min
  3. Jun 18

    Wealth Lessons From the Hilton Dynasty | Why Their Money Has Lasted So Long w/ Mark Miller

    Most investors think wealth preservation is about performance. At the high-net-worth level, the real conversation is about structure. Because the families that keep wealth across generations are not just trying to get better returns. They are thinking about education, tax strategy, access, capital protection, charitable planning, and the systems required to make wealth last beyond one person's lifetime. And once you understand that, the way you evaluate wealth starts to change. Most successful investors don't lose wealth because they have never learned how to make money. They lose it because the structure around the money was never built to preserve it. The next generation inherits assets without inheriting judgment. Tax strategy gets treated like an afterthought instead of part of the portfolio. And high-income earners often assume better tax outcomes require extreme lifestyle disruption, when the real issue may be access to more sophisticated planning. In this episode of Money School Elite, I sit down with Mark Miller of Hilton Wealth and the Hilton Family Office to unpack how wealthy families actually think about preserving capital, reducing tax drag, and building systems that last. Mark works inside the family office world, where the conversation is not about chasing returns. It is about protecting wealth, structuring it intelligently, and making sure the capital and the knowledge behind it survive over time.   About the Guest  Mark Miller is the co-founder of Hilton Tax & Wealth Advisors alongside Bradley J. Hilton, grandson of Conrad Hilton, and a partner in bringing family office-level wealth strategies to investors, business owners, and high-net-worth families. Mark's work focuses on helping clients understand how the wealthy preserve capital, reduce tax drag, structure portfolios, and build long-term wealth with the same principles used inside family office environments. He has been featured in Kiplinger's, The New York Times, Fox News, and more than 200 national outlets, and was honored as a Presidential Businessman of the Year with personal recognition from President George W. Bush. He is also the author of Hilton Wealth: How to Invest Like an American Dynasty and The Tax-Free Business Owner. To learn more, request a complimentary copy of Mark's books, or book a call with Hilton Wealth, visit http://HiltonWealth.com.   About Your Host From pro-snowboarder to money mogul, Chris Naugle has dedicated his life to being America's #1 Money Mentor. With a core belief that success is built not by the resources you have, but by how resourceful you can be. Chris has built and owned 19 companies, with his businesses being featured in Forbes, ABC, House Hunters, and his very own HGTV pilot in 2018. He is the founder of The Money School™ and Money Mentor for The Money Multiplier. His success also includes managing tens of millions of dollars in assets in the financial services and advisory industry and in real estate transactions. As an innovator and visionary in wealth-building and real estate, he empowers entrepreneurs, business owners, and real estate investors with the knowledge of how money works. Chris is also a nationally recognized speaker, author, and podcast host. He has spoken to and taught over ten thousand Americans, delivering the financial knowledge that fuels lasting freedom.   Resources Private Money Guide:  https://go.moneyschoolrei.com/book-podcast Wealth Wednesday Webinar: https://go.moneyschoolrei.com/wednesday-webinar-podcast Mapping out the Millionaire Mystery:  https://go.moneyschoolrei.com/newbook-podcast

    46 min
  4. Jun 11

    What Wealthy People Do After the Obvious Tax Strategies Run Out w/ Michael Malloy

    If you think life insurance is about protection, you'll miss what it can do at a high net worth level.  For wealthy investors, business owners, and families with meaningful assets, the question is not just where to invest. It is where long-term capital should sit, how it should be owned, how it should grow, how private it should remain, and how efficiently it can move to the next generation. That is where Private Placement Life Insurance, or PPLI, changes the conversation. Most investors dismiss life insurance because they think they already understand it. They picture ordinary policies, limited investment options, and a product built mainly around a death benefit. But at the high end, that framework is incomplete. PPLI is not ordinary life insurance. For the right investor, it can function as a long-term asset structure, allowing capital to grow in a tax-advantaged environment, support estate planning, simplify reporting, preserve privacy, and create a more strategic way to hold assets over time. In this episode of Money School Elite, I sit down with Mike Malloy to unpack how PPLI actually works, why wealthy families use it, and why the structure around an asset can matter just as much as the asset itself. Mike works with high-net-worth clients, families, and advisors on advanced tax and estate planning strategies using Private Placement Life Insurance. In this conversation, he explains why PPLI is not simply about buying insurance.  It is about building a structure around long-term capital, especially for investors who have already used the obvious planning tools and need a more sophisticated way to think about tax efficiency, privacy, liquidity, and wealth transfer.   About the Guest  Michael Malloy is a founding partner of EWP Financial. With decades of experience helping global families and advisors use PPLI and Expanded Worldwide Planning to enhance tax efficiency, asset protection, and compliance. To learn more, visit https://www.ewp-financial.com/ or call 530-692-1007.    About Your Host From pro-snowboarder to money mogul, Chris Naugle has dedicated his life to being America's #1 Money Mentor. With a core belief that success is built not by the resources you have, but by how resourceful you can be. Chris has built and owned 19 companies, with his businesses being featured in Forbes, ABC, House Hunters, and his very own HGTV pilot in 2018. He is the founder of The Money School™ and Money Mentor for The Money Multiplier. His success also includes managing tens of millions of dollars in assets in the financial services and advisory industry and in real estate transactions. As an innovator and visionary in wealth-building and real estate, he empowers entrepreneurs, business owners, and real estate investors with the knowledge of how money works. Chris is also a nationally recognized speaker, author, and podcast host. He has spoken to and taught over ten thousand Americans, delivering the financial knowledge that fuels lasting freedom.   Resources Private Money Guide:  https://go.moneyschoolrei.com/book-podcast Wealth Wednesday Webinar: https://go.moneyschoolrei.com/wednesday-webinar-podcast Mapping out the Millionaire Mystery:  https://go.moneyschoolrei.com/newbook-podcast

    44 min
  5. Jun 4

    High Income, Financial Advisors, Still No Wealth? Here's Why w/ Dave Wolcott

    Most high earners think wealth is built by earning more, saving more, and staying disciplined within the traditional financial system. At the high-net-worth level, the real conversation is structure. Because the issue is not always income. It is where the capital sits, how it is taxed, how accessible it is, how many jobs each dollar is doing, and whether there is an actual architecture around the wealth being built. Without that, even people making good money can still feel behind, overtaxed, overexposed, and dependent on a system they do not really control. Most investors follow the conventional path because it feels responsible. Max out the 401(k). Build home equity. Defer taxes. Keep money in the market. And to be fair, that advice is not irrational. It is familiar, simple, and widely accepted. But it may also be incomplete for people who want real control, liquidity, cash flow, and long-term freedom. In this episode of Money School Elite, I sit down with Dave Wolcott, Founder and CEO of Pantheon Investments, to unpack how wealthy investors think about capital differently. Dave spent the last 25 years studying how the top 1% actually build wealth, and his perspective is not about chasing returns or rejecting every traditional strategy. It is about building the infrastructure around your capital: tax planning, asset repositioning, private investments, liquidity, relationship capital, and making every dollar work across multiple dimensions. He shares how wealthy investors build infrastructure around their capital, reposition idle assets, and make every dollar work across multiple dimensions.   About the Guest  Dave Wolcott is the Founder and CEO of Pantheon Investments and the author of The Holistic Wealth Strategy. After leaving the Marine Corps and entering corporate America, Dave found himself earning well but still questioning whether the traditional financial path could actually create lasting wealth. That question became personal when, at 26, he had an 18-month-old toddler and newborn triplets, and the only advice he received from his financial advisor was to max out his 401(k) and fund 529 plans. That experience sent Dave on a 25-year journey to study how the top 1% actually build, protect, and multiply wealth. Through Pantheon Investments, he helps investors think beyond conventional retirement planning and build a more intentional wealth architecture around tax strategy, private markets, liquidity, asset repositioning, and capital efficiency. Dave's work focuses on helping high earners move from simply making money to building a coordinated wealth system, one that gives them greater control, stronger cash flow, and the ability to make every dollar work across multiple dimensions. Get Dave's book for free: holisticwealthstrategy.com. Connect with Dave on LinkedIn, and follow him on Instagram. Learn more about Pantheon Investments: https://pantheoninvest.com/.    About Your Host From pro-snowboarder to money mogul, Chris Naugle has dedicated his life to being America's #1 Money Mentor. With a core belief that success is built not by the resources you have, but by how resourceful you can be. Chris has built and owned 19 companies, with his businesses being featured in Forbes, ABC, House Hunters, and his very own HGTV pilot in 2018. He is the founder of The Money School™ and Money Mentor for The Money Multiplier. His success also includes managing tens of millions of dollars in assets in the financial services and advisory industry and in real estate transactions. As an innovator and visionary in wealth-building and real estate, he empowers entrepreneurs, business owners, and real estate investors with the knowledge of how money works. Chris is also a nationally recognized speaker, author, and podcast host. He has spoken to and taught over ten thousand Americans, delivering the financial knowledge that fuels lasting freedom.   Resources Private Money Guide:  https://go.moneyschoolrei.com/book-podcast Wealth Wednesday Webinar: https://go.moneyschoolrei.com/wednesday-webinar-podcast Mapping out the Millionaire Mystery:  https://go.moneyschoolrei.com/newbook-podcast

    48 min
  6. May 28

    The Silent Wealth Leak Most High-Earners Miss w/ Robert Rolih

    When your income starts to scale, the instinct is to focus on earning more and delegate everything else. You build momentum, create cash flow, and then hand your capital over to advisors, funds, and institutions that are supposed to manage it efficiently in the background. The system looks sophisticated, regulated, and optimized, so it feels like the right move. But what many high-income earners and investors don't realize is that the biggest risk to their wealth often isn't the market… It's the structure their money sits inside. Because once capital is placed into systems you don't fully understand, small decisions start compounding in almost invisible ways. Fees that seem insignificant begin to erode long-term growth.  Portfolios that look diversified turn out to be overlapping and inefficient. And over time, instead of compounding wealth, you're quietly leaking it. In this episode of Money School Elite, I sit down with Robert Rolih, investor, entrepreneur, and author of The Million Dollar Decision, to break down what really happens to your money after you've made it. In this conversation, we discuss why small, seemingly harmless fees can significantly delay your financial freedom, how a lack of visibility into your own portfolio creates hidden risk, and why many investors don't actually know what they own. About the Guest    Robert Rolih is an entrepreneur, bestselling author, and long-term investing expert known for exposing Wall Street's hidden traps and teaching investors how to simplify wealth building. He is the international bestselling author of The Million Dollar Decision: Get Out of the Rigged Game of Investing and Add a Million to Your Net Worth, a book that has received glowing reviews from readers around the world. His mission is to reveal what the financial industry doesn't want you to know about investing, helping people greatly improve their long-term investing gains and take control of their financial future. Today, Robert has a thriving investment portfolio that serves him, not the financial industry. As a sought-after speaker, he shares his expertise with audiences worldwide, helping people avoid costly mistakes and achieve financial freedom. His ability to break down complex financial concepts into simple, engaging lessons and make investing interesting and fun has become his trademark. Robert was featured in more than 50 newspapers, websites, and TV stations, including CNBC, Yahoo Finance, Newsmax TV, Business Insider, and has had the honor of sharing the stage with renowned figures such as Robert Kiyosaki, Gary Vaynerchuk, Brian Tracy, Jack Canfield, Daniel Priestley, and many others. His international bestseller The Million Dollar Decision has been translated into several languages, including Chinese Mandarin, and published in special editions in countries such as India, Taiwan, Bulgaria, and Thailand. To get a free chapter of Robert's bestselling book, go to https://robertrolih.com/ or buy the book here. You can also join Robert's free masterclass when you go to https://robertrolih.com/masterclass.    About Your Host From pro-snowboarder to money mogul, Chris Naugle has dedicated his life to being America's #1 Money Mentor. With a core belief that success is built not by the resources you have, but by how resourceful you can be. Chris has built and owned 19 companies, with his businesses being featured in Forbes, ABC, House Hunters, and his very own HGTV pilot in 2018. He is the founder of The Money School™ and Money Mentor for The Money Multiplier. His success also includes managing tens of millions of dollars in assets in the financial services and advisory industry and in real estate transactions. As an innovator and visionary in wealth-building and real estate, he empowers entrepreneurs, business owners, and real estate investors with the knowledge of how money works. Chris is also a nationally recognized speaker, author, and podcast host. He has spoken to and taught over ten thousand Americans, delivering the financial knowledge that fuels lasting freedom.   Resources Private Money Guide:  https://go.moneyschoolrei.com/book-podcast Wealth Wednesday Webinar: https://go.moneyschoolrei.com/wednesday-webinar-podcast Mapping out the Millionaire Mystery:  https://go.moneyschoolrei.com/newbook-podcast

    43 min
  7. May 21

    How to Turn Tax Liability Into Strategic Capital w/ Mark Myers

    Most people treat taxes as a cost. Something to minimize, settle, and handle once the year is done. But what if that framing is the problem? What if you start treating your tax burden like a profit center, instead? By making that shift, taxes stop being about what you owe and start becoming a question of where that capital should actually go. In this episode of Money School Elite, I sit down with Mark Myers to unpack how that shift plays out in practice, and what it looks like to operate at the strategic layer of tax planning rather than just the compliance layer most people are familiar with. Mark works with high-income earners and business owners who are already doing everything right on paper, but haven't been exposed to the kinds of strategies that sit above traditional planning. In this conversation, we get into how solar can be used to replace a tax payment with an income-producing asset, how multiple layers of tax treatment can be stacked within a single strategy, and how the sale of a business can be structured to defer and control the tax event.    About the Guest  Mark is a Tax Savings Architect and the founder of TaxWise Partners. He brings over 20 years of successful business operation and high-level consulting experience to the table for the clients and financial professionals he serves. Mark employs the same discipline and tenacity in finding tax savings as he did serving his country as a former Marine Corps Sergeant in Bravo Company, 4th Marine Division.  Semper Fi! TaxWise Partners and its affiliate partners have helped thousands of individuals increase profit and permanently reduce their annual tax bill to enable them to better grow their business and accelerate their wealth. If you want to see what this could look like in your own situation, go to taxwisepartners.com, book a free consultation here to get your Tax Savings Blueprint. You can also reach out directly at mark@taxwisepartners.com.     About Your Host From pro-snowboarder to money mogul, Chris Naugle has dedicated his life to being America's #1 Money Mentor. With a core belief that success is built not by the resources you have, but by how resourceful you can be. Chris has built and owned 19 companies, with his businesses being featured in Forbes, ABC, House Hunters, and his very own HGTV pilot in 2018. He is the founder of The Money School™ and Money Mentor for The Money Multiplier. His success also includes managing tens of millions of dollars in assets in the financial services and advisory industry and in real estate transactions. As an innovator and visionary in wealth-building and real estate, he empowers entrepreneurs, business owners, and real estate investors with the knowledge of how money works. Chris is also a nationally recognized speaker, author, and podcast host. He has spoken to and taught over ten thousand Americans, delivering the financial knowledge that fuels lasting freedom.   Resources Private Money Guide:  https://go.moneyschoolrei.com/book-podcast Wealth Wednesday Webinar: https://go.moneyschoolrei.com/wednesday-webinar-podcast Mapping out the Millionaire Mystery:  https://go.moneyschoolrei.com/newbook-podcast

    48 min
  8. May 14

    Inside a $1.3B Portfolio: What Most Investors Get Wrong w/ Jonathan Steele

    Diversification sounds straightforward in theory, but in practice, portfolios don't behave the way most people expect them to. Exposure is layered, concentration often shows up in places that aren't immediately obvious, and decisions that feel like you're spreading risk can quietly lead to doubling down on the same themes. Once you start looking at portfolios this way, the question shifts. It's no longer just about what to add, but whether that exposure already exists, and what role it's actually playing. In this episode of Money School Elite, I sit down with Jonathan Steele, who manages over $1.3 billion in assets, to unpack how modern portfolios are actually structured and why many of the assumptions investors rely on don't always hold up. Jonathan works closely with high-net-worth clients, helping them think about capital not as a collection of individual positions, but as a system of exposures that interact in ways that aren't always obvious. We get into why Bitcoin and precious metals are often grouped incorrectly, how indirect exposure through index positions can lead to unintended concentration, and why holding cash in the current environment is less about being defensive and more about maintaining flexibility while still earning a return.   About the Guest  Jonathan Steele, CFA®, is Co-founder and Chief Investment Officer at One Wealth Advisors, where he leads investment research and portfolio management for high-net-worth clients. With over 20 years of experience, Jonathan specializes in portfolio construction, tactical and strategic asset allocation, and behavioral finance. As a Chartered Financial Analyst® and member of the CFA Institute, his work focuses on how portfolios are structured and how different exposures interact within a broader system. Outside of investing, Jonathan is deeply involved in the arts, having served on the advisory boards of Bard Music West and Vanguard Music and Performing Arts. He also mentors students across finance, technology, and engineering, and supports local organizations, including Muttville Senior Dog Rescue and the SF SPCA. To learn more, go to https://onewealth.net/.   About Your Host From pro-snowboarder to money mogul, Chris Naugle has dedicated his life to being America's #1 Money Mentor. With a core belief that success is built not by the resources you have, but by how resourceful you can be. Chris has built and owned 19 companies, with his businesses being featured in Forbes, ABC, House Hunters, and his very own HGTV pilot in 2018. He is the founder of The Money School™ and Money Mentor for The Money Multiplier. His success also includes managing tens of millions of dollars in assets in the financial services and advisory industry and in real estate transactions. As an innovator and visionary in wealth-building and real estate, he empowers entrepreneurs, business owners, and real estate investors with the knowledge of how money works. Chris is also a nationally recognized speaker, author, and podcast host. He has spoken to and taught over ten thousand Americans, delivering the financial knowledge that fuels lasting freedom.   Resources Private Money Guide:  https://go.moneyschoolrei.com/book-podcast Wealth Wednesday Webinar: https://go.moneyschoolrei.com/wednesday-webinar-podcast Mapping out the Millionaire Mystery:  https://go.moneyschoolrei.com/newbook-podcast

    42 min
4.7
out of 5
64 Ratings

About

Money School Elite unlocks non-obvious insights to grow your net worth, keep it secure, and create a legacy that lasts. Straight from your peers…High Net Worth individuals, leaders, and experts on the cutting edge. Each episode features: - Interviews with guest experts - Unique insights and strategies - Tactics for real-world application We seek out guests who are unafraid to challenge the status quo, do the uncommon, and share openly. So you get the stories, the experiences, the lessons learned…straight from your HNW peers in their own words. Not the words of your financial advisor or an AI tool. You'll get advanced knowledge and inside information on how to… - Structure your wealth to last - Prepare for major liquidity events - Reduce taxes through advanced frameworks - Shape your heirs to be stewards, not dependents - Buy back time and curate a life of purpose and time freedom - Expand your wealth across borders, currencies, and asset classes Subscribe for free and join the Elite who understand how money REALLY works.

You Might Also Like