19 episodes
Tricks of the Rich Wynott Partners, LLC
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- Education
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4.3 • 6 Ratings
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This podcast is all about what RICH people know that NORMAL people don't...YET. We are two women - in our mid-forties, but who's counting - who suffer from financial FOMO, and we're not going to take it any more! We're smart. We work hard. We follow the rules we were taught growing up. So why don't we feel successful or secure? Why do we still feel "behind," or like we're never going to fulfill our American dreams? What are we missing?? What do rich people know that we don't? We hear they know how to make "MONEY work for THEM." Were we absent the day they taught that in school?? We're still working for money! But we're determined to catch up, by interviewing - grilling, really - the kind of professionals that rich people rely on to achieve and sustain wealth and financial security. Why should the rich get all the help? We weren't born with membership, so we're going to hustle and learn our way into the "rich people club." We want to help people achieve financial security and empowerment by providing accessible, real-world advice from the professionals that rich people use. (Don’t wait to “become” rich. Do what rich people do, NOW, to know what they know, and - if you want it - get what they have.) We're encouraging people to be positive, intentional, and proactive. For people who didn’t grow up in wealthy families, and those who don’t feel entitled to wealth or financial security, or people who believe they won’t ever understand it…money is a bit of a mystery. “The rich are different from normal people.” Our podcast SHARES what rich people know that “normal people” don’t, so more people feel empowered to take action to achieve the security and freedom that money can provide.
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Introducing the "Trick$ of the Rich!"
"Rich people don't work for their money - their money works for them."This is true...and it doesn't seem fair. But this is GOOD NEWS, because it can also be true for YOU!We grew up feeling like financial underdogs...like we'd always have to struggle and worry about money, no matter how hard we worked or how smart we became. We're in our forties now. And we've come a loooong way! But we know there's more we could be doing...and we can't stand the FOMO any more. We don't want to be finan...
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Your Relationship with Money...Friend or Foe?
Let's dig into the hangups and obstacles people have around understanding, earning, and mastering money, so we can eliminate them!There's a lot of mystery and emotion around money...most people have a love/hate relationship with it. Alongside positives like opportunity, ambition, freedom and abundance, you see negatives like greed, materialism, insecurity and shame...where are you on the spectrum, and where do you want to be?
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What Experts Make Sure Their Rich Clients Know
Our financial advisor, realtor, and estate planning expert share what they make SURE their clients know, from their very first meeting together.
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Trusts, Real Estate, Stocks, Rates, Leverage SUPERCHAT
We got carried away the last time we recorded, and our last show was already almost too long...so consider this an "epilogue!" Our money magi kept talking about a constellation of important financial issues, and we wanted to share the highlights with you.
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Joel and Jen Make an Estate Plan! - Part 1
Let's adult! (Yes, that's a verb!!) Joel helps Jen work on her estate plan, so her assets (meager as they may be) are managed and her family is provided for, in the event of her passing (knock on wood). This is Part 1 of a 3-part "miniseries" that will document what it's like to put together an estate plan, from beginning to end.
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Joel and Jen Make an Estate Plan! - Part 2
Let's adult! (Yes, that's a verb!!) Joel helps Jen work on her estate plan, so her assets (meager as they may be) are managed and her family is provided for, in the event of her passing (knock on wood). This is Part 2 of a 3-part "miniseries" that will document what it's like to put together an estate plan, from beginning to end.
Customer Reviews
Great Hosts and Knowledgeable Experts
If you are looking for real-world, actionable advice you should check out this podcast! Jen the host is so down-to-earth and asks the questions you need to know the answers to in order to grow your personal wealth. The experts she brings on have tons of knowledge - too much to pack into just one episode. Love this podcast!
Episode 14 on Prop 19
I found Realtor Denise extremely irritating. She constantly interrupted attorney Joel when he was talking and explaining this new law and all of its complexities. Denise did not appear well read or prepared on this new law despite the fact that her association CAR paid over $500M to pass a law in CA that will force heirs to sell the home their parents left them, raise rents on residential rentals and raise commercial rentals.
When Denise interrupted she often mis spoke about the initiative and facts. She needs to be clearly educated about this area since she is advising people on their biggest investment!!! Joel gave us informed information as opposed to Denise who repeated “ just call us for advise” and “don’t do this on your own” clearly trying to drum up more business as opposed to educating people.
Wisen Up Denise!!!!
Mylène