9-to-Wealth

In this episode, we deconstruct the mechanics of wealth preservation with Sally Gimon, a specialist in specialized trust structures. We dive deep into the "Spendthrift Trust" and the "Beneficial Trust," framing them not just as legal documents, but as a high-strength protective chassis for your financial engine. Sally explains how these tools allow professionals to stop the "friction" of capital g...

What happens when you apply high-level engineering logic to a real estate portfolio? You get a billion-dollar system. Ex-Engineer Lane Kawaoka joins Dave to reveal the "Wealth Elevator" framework. We deconstruct the myths of the 401k, the tax mechanics of high-net-worth families, and the specific "Factor of Safety" required to scale a massive portfolio while maintaining your freedom.

Real estate isn't the only way to build a cash-flow machine. Franchise expert Adam Goldman deconstructs why a "proven blueprint" business can often outperform traditional rental properties. We look at the ROI specs, the maintenance requirements of semi-absentee ownership, and why a franchise is essentially a "business-in-a-box" that allows 9-to-5 professionals to scale with...

Most financial plans are built for "best-case scenarios," but reality is rarely that smooth. Award-winning author Daniel Rodgers joins the show to discuss why "standard" retirement models are structurally flawed. Dave and Daniel deconstruct the failure points of traditional planning and provide the specs for a strategy designed to survive market stress, inflation, and the long-term reality of earl...

Most professionals try to build wealth on a single point of failure, but a truly robust financial system requires a balanced foundation. In this episode, Dave sits down with entrepreneur and wealth strategist Dr. Jacopo Iasiello to deconstruct his 4 Pillars of Wealth. ​We move past the generic advice to look at the specific mechanics of how mindset, strategy, assets, and legacy work together to cr...

In this pilot episode of 9-to-Wealth, we’re dismantling the myth that you have to "quit the grind" to build a fortune. Instead, we’re treating your 9-to-5 like a high-stakes investment firm where you are the CEO. We break down the "Leverage Audit"—a strategy for identifying the technical skills and workplace efficiencies you’re already using and pivoting them into wealth-building assets. It’s time...