Wealth Architect Podcast

Building wealth is one thing. Protecting it, generating reliable cash flow, and making it last is another. In this episode of the Wealth Architect Podcast, Mark Yegge explores why a high net worth doesn't always mean financial security—and reveals the five essential pillars of durable wealth: cash flow, diversification, liquidity, protection, and legacy planning. Are your assets working for you, o...

Markets are moving together, inflation remains uncertain and interest rates continue to shape the financial landscape. In this episode, Mark Yegge examines stocks, Bitcoin, gold and the growing influence of AI—and explains why building a resilient financial structure matters more than predicting the market's next move. Learn how cash flow, diversification and proper risk management can help protec...

Building wealth is an accomplishment. Architecting it is an ongoing responsibility. In this episode, Mark Yegge introduces a new chapter for the Wealth Architect Podcast—one focused not simply on making money, but on building a thoughtful structure around the wealth you have created. Mark explores the five interconnected disciplines of wealth architecture: earning it, growing it, generating cash f...

Rising Treasury yields, soaring oil prices, strong bank earnings, and a shake-up in artificial intelligence are creating new challenges—and potential opportunities—for investors. In this solo episode of The Wealth Architect Podcast , Mark Yegge breaks down the major forces moving the financial markets and explains what they could mean for your investments, purchasing power, and long-term wealth. F...

What does healthy soil have to do with human health and peak performance? Mark Yegge sits down with UFC Hall of Famer Pat Miletich to explore the connection between soil health, nutrient-dense food and the human body. Pat shares how his lifelong search for better health influenced his fighting career, his work coaching world-class athletes and his mission with Soil Saviors. They discuss regenerati...

Should you own physical gold? Mark Yegge sits down with David Beahm, President and CEO of Blanchard and Company, to discuss where precious metals may fit in a long-term wealth plan. They compare physical gold with ETFs and mining stocks, examine buying and selling costs, and talk through liquidity, storage, inflation, and the role gold can play in a diversified portfolio. David also explains how B...

Major Hillard started with just $1,500 and built a thriving business in manufactured housing, completing more than $72 million in transactions and managing over 1,000 mobile home sites. In this episode, Major joins Mark Yegge to explain why mobile home parks remain one of real estate's most overlooked opportunities. They discuss cash flow, affordable housing, finding promising markets, and the cri...

In this episode, Mark Yegge speaks with business exit strategist Marc Adams about using AI to strengthen operations, increase business value, and prepare for a smarter, more profitable exit. Marc also shares insights from his new book, The Secrets to the AI-Powered Exit , and explains how business owners can build more valuable, buyer-ready companies. Connect with Marc: Website: Acquisitions4You C...

What does it take to survive—and succeed—as markets constantly evolve? In this episode of the Wealth Architect Podcast , Mark Yegge sits down with professional futures trader Scott Pulcini , who shares his remarkable journey from struggling trader to generating more than $15 million in trading profits—and what happened when his original edge suddenly stopped working. Scott breaks down trading psyc...

What does it take to survive—and succeed—as markets constantly evolve? In this episode of the Wealth Architect Podcast , Mark Yegge sits down with professional futures trader Scott Pulcini , who shares his remarkable journey from struggling trader to generating more than $15 million in trading profits—and what happened when his original edge suddenly stopped working. Scott breaks down trading psyc...

In this episode of the Wealth Architect Podcast , Mark Yegge sits down with Mark Miller , CEO of Hilton Tax & Wealth Advisors, to discuss why true wealth is built through planning—not chasing returns. They explore how high-net-worth families think about investing, taxes, risk management, and legacy planning, and why protecting your wealth is just as important as growing it. Learn more about Mark M...

In this episode of the Wealth Architect Podcast, Mark Yegge shares why staying ahead of the AI revolution is becoming one of the most important investments you can make. He discusses how artificial intelligence is reshaping business, wealth creation, and opportunity—and why those who embrace these tools early will have a significant advantage in the years ahead. If you're curious about where techn...

What does real wealth actually look like—and where do most people get it wrong? In this episode of the Wealth Architect Podcast , Mark Yegge sits down with Wesley Rowlands , wealth manager and founding partner of Attic Wealth Partners, to discuss why building wealth starts with a plan—not chasing the latest investment trend. Wes shares his journey from caddying for successful business owners to he...

AI is changing business faster than most people realize. In this episode, Mark sits down with AI strategist Sam Sova, co-founder of Subatomic, to discuss AI co-workers, automation, agentic workflows, and the future of business operations. They break down how companies are using AI to save time, improve client relationships, and eliminate repetitive work — while creating entirely new opportunities...

Podcast Description: What does it really take to become a decamillionaire? In this episode of the Wealth Architect Podcast, Justin Goodbread joins Mark Yegge to break down the mindset, systems, and business strategies required to scale from small business owner to true financial freedom. Justin shares his powerful 5-step framework for building, scaling, and exiting service-based businesses, along...

In this episode of the Wealth Architect Podcast, Mark sits down with college student and entrepreneur Lucy Taylor for a powerful conversation about why financial education is failing the next generation — and how technology, AI, and gamification may be the solution. They discuss: Why schools don't teach real-world money skills The dangers of debt, scams, and "get rich quick" investing culture How...

In this episode of the Wealth Architect Podcast, Mark Yegge sits down with Eric Runge to explore how Bitcoin is being integrated into family office portfolios. They break down volatility, risk management, custody, and how ultra-wealthy investors are approaching Bitcoin as a long-term strategic asset—not speculation. A must-listen for anyone thinking beyond traditional finance. Connect with the Spe...

In this episode of the Wealth Architect Podcast, Mark sits down with franchise expert Matt Stevens —also known as "The Franchise Guy"—to break down how franchising really works. If you've ever wondered whether owning a franchise is the right path to building income and freedom, this conversation cuts through the noise. Matt shares how to choose the right opportunity, avoid costly mistakes, and use...

In this episode of the Wealth Architect Podcast, Mark sits down with Brian Eyster, founder of the GRAD Process, to uncover a powerful and little-known concept: **"tax scholarships."** Brian explains how high-income families can legally use tax strategies to reduce their adjusted gross income—potentially unlocking financial aid and dramatically lowering the cost of college. The conversation also di...

In this episode, Mark sits down with business broker and M&A expert  Richard Green to break down how buying and selling businesses really works. They cover what makes a business valuable, why most businesses never sell, and how investors can use acquisitions and roll-ups to build serious wealth. If you've ever considered owning, scaling, or exiting a business—this is a must-listen. Connect with Ri...

In this episode of the Wealth Architect Podcast, Mark sits down with entrepreneur and investor  Sean Tepper , founder and CEO of TYKR—a platform designed to simplify stock investing using data, discipline, and a clear decision-making framework. Sean shares how he went from struggling retail investor to building a system rooted in process engineering—transforming complex financial data into a simpl...

Many investors nearing retirement have heard of  reverse mortgages —but few truly understand how they work or when they can be used strategically. In this episode of the Wealth Architect Podcast, Mark sits down with reverse mortgage specialist and author Kevin Guttman to break down the myths, mechanics, and potential benefits of reverse mortgages for retirees and homeowners. Kevin explains how rev...

In this episode of the Wealth Architect Podcast, I sit down with Carrie Friedberg, certified psychology-informed money coach and founder of SF Money Coach. We discuss the emotional side of money, how childhood programming shapes your financial life, and practical steps to clean up your cash flow and build confidence around spending and saving. If you've ever felt stress, anxiety, or avoidance arou...

In this episode of the Wealth Architect Podcast, I sit down with global investment research expert Daniel Nikic, founder of COHRES. Daniel has analyzed over 15,000 companies across AI, software, and global markets. We discuss the importance of cash flow vs. accrual accounting, how to spot red flags hidden in financial footnotes, and what investors should understand about today's AI boom — includin...

In this episode of the Wealth Architect Podcast, Mark sits down with Mike Milligan, founder of One Oak Financial, to discuss what's broken in traditional financial planning — and how to build a truly one-of-a-kind financial strategy. With 30 years of experience in banking and financial planning, Mike shares insights on Wall Street fee structures, S&P 500 concentration risk, tax planning, behaviora...