Wealth Dynasty

Kurt Tucker and Mark Schmidt
  • 5.0 (7)
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Wealth Dynasty is the podcast for global citizens, high-net-worth individuals, and legacy-minded leaders who know true wealth is more than numbers on a balance sheet. Each week, we share conversations with experts and everyday builders of wealth to uncover the strategies, systems, and mindsets that turn success into legacy. From estate planning and tax strategies to investing, insurance, and family governance, we break down both emerging trends, and timeless principles, so you can preserve what you’ve built, scale it further, and ensure it lasts for generations. This isn’t hype or jargon. It’s clear, actionable insight designed to help you grow, protect, and pass on wealth that matters, not just for you, but for those who come after you.

  1. How to Generate Wealth As An Entrepreneur Coming From Poverty Part 2

    2D AGO

    How to Generate Wealth As An Entrepreneur Coming From Poverty Part 2

    show notes

    26 min
  2. How to Generate Wealth As An Entrepreneur Coming From Poverty Part 1

    MAY 6

    How to Generate Wealth As An Entrepreneur Coming From Poverty Part 1

    Growing up in poverty can make it feel like there’s no way out. Despite what you may think, there is. That’s why we invited entrepreneur Donald C. Kelly to join us for this question-and-answer episode. Together, we discuss entrepreneurship, financial struggles, and how to build long-term wealth. Meet Donald C. Kelly Donald Kelly, also known as the “Sales Evangelist,” is an entrepreneur, business leader, and podcast host passionate about helping others create long-term success. Growing up in Jamaica without a financial blueprint shaped his perspective on entrepreneurship, wealth building, and creating opportunities for future generations.Inspired by his father’s success as a businessman, Donald now focuses on helping entrepreneurs think differently about finances, legacy, and building multi-generational wealth.Beyond business, he is also a devoted husband and father who values family, legacy, and creating opportunities for the next generation. Moving From Making Money to Building Wealth A lot of people know how to make money, but building wealth is a completely different skill. Wealth building starts the moment you begin setting aside and investing even a small portion of your income. This can include building an emergency fund, trying micro-investing platforms, using life insurance as part of a financial strategy, and protecting your ability to continue earning income over time. Why Trusts and Wills Matter Many people assume trusts are only meant for wealthy families, but they can help anyone who wants more control over how their assets are handled and passed down.Unlike wills, trusts can help families avoid probate and allow money or assets to be distributed under specific conditions, such as for education, at a certain age, or over a longer period of time. They also provide a way to create more structure and protection for future generations through long-term financial planning. Financial Mistakes Entrepreneurs Often Make Building a business can sometimes lead entrepreneurs into unhealthy financial habits, especially when they come from modest backgrounds. Some people begin overspending on luxury purchases to make up for what they lacked growing up, while others become so afraid of losing money that they avoid investing altogether. Both extremes can prevent entrepreneurs from building long-term wealth because money is either being spent too quickly or sitting still instead of growing over time. “You got to see what you did get. And sometimes getting nothing is what you needed to grow to become who you are right now.” — Donald C. Kelly Resource Stay connected With Us - https://figtreegroup.com/ Connect with Donald C. Kelly on LinkedIn and follow The Sales Evangelist for more conversations on business, sales, and financial growth. Credits Produced by bluëmango | STUDIOS. Music by SoundsStripe. Thank you for listening!

    39 min
  3. From Broke Dropout to Retiring at 40: The Real Playbook for Building and Protecting Wealth

    MAR 25

    From Broke Dropout to Retiring at 40: The Real Playbook for Building and Protecting Wealth

    Only a few people inherit wealth. The rest of us have to build it from scratch with whatever tools we have. Joining us today is Glenn Robinson, a retired business leader, sharing his rags to riches story. If you’ve ever felt like your starting point is holding you back, his story might be exactly what you need to see what’s possible. Starting with Nothing Glenn’s story begins in humble circumstances. He grew up without money, left school early, and had no clear path forward. What changed everything was his willingness to take chances others wouldn’t. He walked into a top business school with no formal qualifications and worked his way through demanding roles, building his path on persistence, not perfect conditions. Building Wealth Through Discipline As his career progressed, Glenn found success in business, consulting, and eventually investing. But what made the biggest difference was not just income. It was discipline. Even as his earnings grew, his lifestyle stayed the same. That decision allowed him to build capital quickly and take advantage of opportunities others couldn’t. Taking Calculated Risks Glenn built his success by buying struggling businesses and turning around complex operations most people would walk away from.His approach was not about chasing perfection. It was about acting with what he knew and improving along the way. That mindset helped him scale from small investments to building significant wealth. Protecting What You Build One of the biggest lessons Glenn shares is that wealth protection matters just as much as wealth creation. Simple steps taken early can make a major difference later. His story is a reminder that where you start does not determine where you finish. “Don’t let the perfect strategy stop you from putting a good one in place.” - Glenn Robinson Resource Stay connected With Us - https://figtreegroup.com/ Credits Produced by bluëmango | STUDIOS. Music by SoundsStripe. Thank you for listening!

    51 min
  4. How to Protect Your Retirement from Healthcare & Long-Term Care Costs

    MAR 18

    How to Protect Your Retirement from Healthcare & Long-Term Care Costs

    No one really prepares you for how expensive aging can become. The more care you require, the less money you may be able to leave for your family. So how can you protect your retirement and wealth from long-term healthcare costs? That’s exactly what we’re breaking down today. When Long-Term Care Becomes Reality Kurt shares a personal story about his father-in-law to illustrate how quickly long-term care costs can add up. As his health declined due to dementia and Alzheimer’s, the family had to make difficult decisions about care. Eventually he needed full-time professional support in a care facility, which came with significant expenses. Without long-term care coverage in place, those costs had to come directly from retirement assets. What Long-Term Care Really Means Long-term care insurance is designed to help cover the costs when someone can no longer take care of themselves. This often includes situations where a person cannot perform everyday activities such as bathing, eating, transferring, toileting, or maintaining personal safety. Cognitive conditions like dementia or Alzheimer’s can also trigger a claim.Policies typically fall into two categories. Some reimburse actual care expenses after they are paid, while others provide a monthly cash benefit that can be used however the family chooses. The flexibility of cash benefits can allow family members to provide care while still receiving financial support. When to Start Planning One of the most important points discussed is timing. Long-term care planning needs to happen before serious health issues arise. The earlier someone considers coverage, the more options are available and the lower the cost can be.Many people today include long-term care riders as part of permanent life insurance policies. Others choose hybrid policies that combine life insurance with long-term care benefits. Why It Matters for Families Planning for long-term care is not just about healthcare costs. It is also about reducing stress on family members and protecting assets that might otherwise be lost to care expenses.As Kurt points out, long-term care is one of those topics many people avoid thinking about. But taking the time to plan ahead can make a difficult stage of life far more manageable for everyone involved. “The goal is to create a structure that protects both the individual receiving care and the financial future of the family.” - Kurt Tucker Resource Stay connected With Us - https://figtreegroup.com/ Credits Produced by bluëmango | STUDIOS. Music by SoundsStripe. Thank you for listening!

    17 min
  5. Understanding the Rockefeller Method for Generational Wealth

    MAR 11

    Understanding the Rockefeller Method for Generational Wealth

    Wouldn’t it be nice to live life like a Rockefeller? Not only enjoying wealth in your lifetime, but building something that benefits your children, grandchildren, and generations to come. We’re breaking down the Rockefeller Method and how it can be used to create generational wealth. How the Strategy Works So how does the Rockefeller Method actually work?It often involves setting up what’s called an irrevocable life insurance trust. This type of trust holds life insurance policies and other assets outside of an individual’s taxable estate. Because the assets are structured this way, the trust can distribute funds to beneficiaries based on guidelines created by the person who set it up.One of the advantages is that the death benefit is generally not subject to estate taxes. That means the funds can create liquidity for future generations and help support things like education, starting a business, or other opportunities for family members.In many cases, a trustee manages the trust and oversees how the funds are distributed. Some families even choose to use a corporate trustee so the rules of the trust are followed consistently across generations. Who This Approach Is For When people hear about the Rockefeller Method, they often assume it’s only for extremely wealthy families.While the Rockefellers made this strategy famous, the underlying idea can apply to many families who want to think beyond their own lifetime.What matters most is not just wealth. It is vision. This kind of approach works best for people who want to create a long term plan for their family and who are willing to structure their finances in a way that benefits future generations. Why Planning Matters Another important theme we discuss is the role of planning.History is full of examples of people who built tremendous wealth but never created a plan for what would happen after they were gone. Without that planning, assets can quickly disappear due to taxes, legal disputes, or poor financial decisions.The Rockefeller Method shows how thoughtful planning and the right financial structures can help families preserve both wealth and values across generations. “The Rockefeller Method is really about thinking beyond your children and grandchildren and planning for generations down the line.” — Mark Schmidt “The goal is to create a structure that allows your grandchildren and great-grandchildren to become the best version of themselves.” — Kurt Tucker Resource Stay connected With Us - https://figtreegroup.com/ Credits Produced by bluëmango | STUDIOS. Music by SoundsStripe. Thank you for listening!

    21 min
  6. The Top 5 Ways to build Wealth

    MAR 4

    The Top 5 Ways to build Wealth

    What makes the top 5% wealthy is that they’re not relying on get-rich-quick schemes. We’re sharing data on what the wealthy are actually doing to build their income and long-term wealth. Start putting these five things into practice and you’ll begin to see a positive change in your income. Primary Paths to Acquiring Wealth Most wealthy people follow a few common paths. A big group are business owners, including people running major companies, small business owners, and tradespeople like plumbers and electricians. Building a business takes hard work, discipline, and sticking with it even when it is tough.Another path is corporate leadership. Executives often reach wealth through years of experience, long hours, and company stock or equity that grows over time.Real estate is another way to build wealth. It is not a get-rich-quick game. Most of the money comes from property appreciation and tax benefits, not just rental income.Investing also creates wealth, although fewer people rely on it exclusively. Many start small, reinvest earnings, and keep a modest lifestyle while their investments grow steadily.Some people inherit wealth, but that is not something you can control. The focus here is on paths you can actually pursue yourself. Key Principles for Building Wealth No matter the path, building wealth takes effort and discipline. Hard work and sacrifice are always part of the process. The wealthy we have seen put in the time and stay committed, even when it is not easy.Risk-taking is important. Starting a business, investing, or buying real estate requires stepping out of your comfort zone.Discipline and delayed gratification go hand in hand. Many wealthy people invest rather than spend immediately.Living below your means helps as well. Even as income grows, wealthy individuals often keep lifestyles modest and focus on saving and investing.Finally, focus and confidence are key. Wealthy people stay committed to their goals and trust themselves to make smart decisions along the way. "If you find the right business or passion that can make you money, you can get there as long as you put in the work and stay disciplined." - Mark Schmidt “Wealth comes from the growth in real estate value." - Kurt Tucker Resource Stay connected With Us - https://figtreegroup.com/ Credits Produced by bluëmango | STUDIOS. Music by SoundsStripe. Thank you for listening!

    20 min
  7. Financial Planning 101

    FEB 25

    Financial Planning 101

    What do you need in a financial plan for it to be successful? We go over the details in this episode and why it is important for you to have one. Things happen all the time in life, but with a solid financial plan, it can help you push through challenges. Setting the Foundation for Financial Planning Starting off, Kurt explains how he structures a financial plan when clients come into his office saying they do not have one. When creating a plan, he always goes over these details with his clients:Financial goalsNeeded documentsPartner agreementThe biggest detail he never skips is their financial flexibility. You never know when the money you are saving will go toward a major expense. In the words of Mike Tyson, everyone has a plan until they get punched in the face. So what are you going to do when your savings goes toward an unexpected medical expense or a new water heater? Base Essentials: Savings, Insurance, Legal Documents A financial plan needs a solid foundation for you to build on. Start with savings of six months to a year of cash reserves so you have support in case of emergencies. Also, make sure it is actual cash, not credit or loans. In a financial crisis, credit can dry up, but cash will not.Next, you will need basic insurance, including disability and medical coverage. These policies help protect against life’s core risks if they occur.For legal documents, include wills and trusts for you and your spouse. It is also best to maintain a single page document listing all accounts and where they are held. This way, your loved ones can easily find essential information if needed. Managing Credit and Debt With a good credit score, everything comes together more smoothly financially. It is important to use credit as a tool, not a burden. Wouldn’t it be nice to go anywhere and not have to put anything down and pay zero interest? Then focus on paying off any debt you have and building your credit score. Investment Strategies and Diversification If you have not already started developing your retirement plan or investing for retirement, there are plenty of options available for this stage of life.Mark even chimed in about how he started investing in crypto, coins, precious metals, and real estate, all of which can support him in his later years when he no longer wants to work.Another point Mark highlights is the importance of diversification. You do not want to invest everything in one place. It is important to have several investments in case one does not perform as planned.Lastly, do not forget that health is wealth. Invest in yourself so you can continue living a long, healthy life. Take care of your emotional, mental, spiritual, and physical health. Do not look at investing as only a way to make money. “Retirement is wonderful, but don’t focus too much on it. Think about how you want to live your life and what you want to do. Hopefully, you have goals and passions beyond retiring, because retirement alone can feel like the end of life.” — Kurt Tucker Resource Stay connected With Us - https://figtreegroup.com/ Credits Produced by bluëmango | STUDIOS. Music by SoundsStripe. Thank you for listening!

    27 min
  8. If I Could Go Back 30 Year Here's What I Would Do Different Financially

    FEB 18

    If I Could Go Back 30 Year Here's What I Would Do Different Financially

    Have you ever looked back on your life and wished you had made smarter decisions with money? You’re not alone. Kurt openly admits he has made his share of financial mistakes over the years. The important thing, he says, is learning from them. In this episode, Mark sits down with Kurt to reflect on the financial moves Kurt wishes he had made differently 30 years ago and the lessons he hopes will help you make wiser choices today. Prioritizing Mental Health and Self-Care Kurt believes one of the most overlooked factors in financial success is your health. As he explains to Mark, you can’t build wealth if your well-being is declining. He shares how difficult it was to find time for self-care while juggling responsibilities, and why staying active is essential for both mental clarity and long-term success.Kurt also encourages you to pay attention to how you cope with stress. Habits like excessive TV or constant doomscrolling may feel harmless at the moment, but over time they can quietly drain your energy, focus, and motivation. Question Traditional Financial Advice Kurt challenges the common advice to rely heavily on traditional retirement accounts like 401(k)s and traditional IRAs. He explains to Mark that future tax burdens can be much higher than many people expect, especially as deductions disappear and healthcare costs rise in retirement.Instead, Kurt encourages you to consider tax-advantaged options such as Roth IRAs, Roth 401(k)s, and Life Insurance Retirement Plans (LIRPs). He emphasizes the long-term value of tax-free growth and withdrawals, which can offer more flexibility and predictability later in life. Plan Ahead for Retirement’s Hidden Costs Retirement isn’t just about replacing your income. There are also hidden expenses that many people don’t fully anticipate. Kurt highlights costs like Medicare Part B premiums, which can be surprisingly high and are often tied to the income you draw from retirement accounts.Kurt explains that without careful planning, these kinds of expenses can create financial strain later in life. He encourages you to think ahead and understand how your retirement income sources may affect taxes, healthcare costs, and overall cash flow so you can avoid unpleasant surprises and protect your long-term financial security. "I probably would have been more careful and more aware of potential tax deductions. I’ve always run my own business in one way or another, and I know now I could have done a better job taking full advantage of that." - Kurt Tucker Resource Stay connected With Us - https://figtreegroup.com/ Credits Produced by bluëmango | STUDIOS. Music by SoundsStripe. Thank you for listening!

    21 min
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Ratings & Reviews

5
out of 5
7 Ratings

About

Wealth Dynasty is the podcast for global citizens, high-net-worth individuals, and legacy-minded leaders who know true wealth is more than numbers on a balance sheet. Each week, we share conversations with experts and everyday builders of wealth to uncover the strategies, systems, and mindsets that turn success into legacy. From estate planning and tax strategies to investing, insurance, and family governance, we break down both emerging trends, and timeless principles, so you can preserve what you’ve built, scale it further, and ensure it lasts for generations. This isn’t hype or jargon. It’s clear, actionable insight designed to help you grow, protect, and pass on wealth that matters, not just for you, but for those who come after you.

Information

  • Creator
    Kurt Tucker and Mark Schmidt
  • Years Active
    2025 - 2026
  • Episodes
    27
  • Rating
    Clean
  • Copyright
    © Copyright 2026 Kurt Tucker and Mark Schmidt
  • Show Website
    Wealth Dynasty