Everyone has failed. Everyone has made mistakes. Exceptional individuals who exude stoicism are FULL of insight as to what they should have done differently to further their career beyond where it is today. But where do you find these titans of industry who dominate their field year after year? Right here. On the Wealth Preservation Podcast, we interview entrepreneurs with impressive stories, and accomplished advising counselors who provide innovative strategies that push their clients to the next level - creating a “cliff notes” outline to advanced strategies that may just be applicable to your industry. So, buckle up! We hope you enjoy and learn, because we truly believe that if you earn it you should preserve it!
Joshua Rotbart: Demystifying the Process of Diversifying into Precious Metals
Joshua Rotbart, Founder of J.Rotbart & Company, sat back down with the Wealth Preservation Podcast and took us on a deeper dive of what it is like to diversify into precious metals. It is very common to hear about people “diversifying into gold,”...
Joshua Rotbart: Going from Corporate Lawyer to Precious Metals Storage and Services
Joshua Rotbart, Founder of J.Rotbart & Company, sat down with the Wealth Preservation Podcast to share his story of how he left his job as a corporate lawyer in Israel and moved to Hong Kong with NO job prospects. Having grown up with two hard...
Helios Quantitative: The Operations of a Quant-Analysis and Estate Planning Company
Chris Shuba, founder of Helios Quantitative and Helios Integrated Planning, rejoined the Wealth Preservation Podcast and walked us through HOW Helios works, their quantitative analysis offering, how they are impacting advisors and their clients, and his...
Helios Quantitative: How Chris Shuba Built a Business Around Quantitative Analysis
Chris Shuba, founder of Helios Quantitative and Helios Integrated Planning, sat down with the Wealth Preservation Podcast and shared his entrepreneurial journey of bringing quantitative analysis and automation into the financial advising space. But like...
James Onieal: Career Consulting Strategies and Identifying Ideal Job Positions
James Onieal sat down with the Wealth Preservation Podcast, again, to discuss the ins and outs of what he does aside from his aviation job: career consulting. If you listened to our first episode with James, you’ll know why he decided to become a career...
James Onieal: Becoming a Pilot, Career Counselor, and Innovative Entrepreneur
James Onieal sat down with the Wealth Preservation Podcast and outlined his origin story of, despite having an initial fear of flying, becoming a pilot and then becoming a career counselor within the aviation industry. While his field may seem niche,...
A Who’s Who of Entrepreneur Guests!
A great collection of quality entrepreneurs sharing experiences — it’s so refreshing/encouraging to just hear personal testimonies of entrepreneurial journeys to success rather than underlying tones (or flat out blatant remarks) of “you need this product” if you want to be successful like me! The Wealth Preservation Podcast serves as a platform for other entrepreneurs to showcase their stories and strategies to success without being self-promoting! Love hearing from such a variety of industries and markets served. It’s opened my eyes and makes me wonder what niche I could corner 😉 keep them coming, fellas!!
It’s the toasted version of white bread podcasts.
The title is a little deceiving. There is the wealth preservation angle, but it’s mostly Mark and Josh having the time of their lives and introducing their listeners to amazing entrepreneurs. Great podcast with amazing wit, humor, and amazing puns.
Entrepreneurs and reducing taxes... yes please
If you want to be encouraged by stores of real entrepreneurs and how they got started this is the podcast for you. Real business owners share real stories of success and failure and share some great pitfalls to avoid. They also talk about saving $$ on taxes which everyone should like. Great Job and keep the episodes coming.