Worldwise Wealth

M.C. shares his various investment strategies, the concept of infinite banking, and the structure and benefits of setting up a family office. We also touch on family legacy planning, asset management, and the notion of creating a family bank, along with M.C.'s lengthy podcasting journey and some pivotal moments that shaped his financial philosophy. Connect with M.C. Get Wealthy for Sure Website Ca...

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She worked for the IRS—until they sent her to prison for 3 years. In this episode, Dr. Sherry Peel Jackson, a former IRS agent and CPA reveals how the ultra-wealthy legally pay little to no tax, while small business owners and everyday Americans get squeezed. We talk about her time inside the IRS, why she believes the system is broken, and how she’s now helping others protect and grow their wealth...

In this guest interview episode, Nicole goes on the Contrarian Capitalist show to discuss the best countries for a plan B, how to start forming options, and why now may be the best time to leave your home country... before its too late. Connect with Robert Substack Worldwise Capital Links ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Youtube Website Private Community Access Strategy Session

Robert Smallbone of The Contrarian Capitalist comes on the show, to discuss the importance of gold and silver and why NOW is the best time to buy. He discusses taxes for precious metal holders, store of value, how to get into the market, and storage. Connect with Robert Substack Worldwise Capital Links ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Youtube Website Private Community Access Strategy Sessio...

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Harry is the founder of NomadMania, and has visited every country in the world not once, but twice. In this episode we dive into why he felt he needed to visit every country a second time and why the second time was better than the first, dark tourism, and his experiences with adventure travel. Connect with Harry NomadMania Website Worldwise Capital Links ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Yo...

In this episode, Nicole discusses the essential apps you need to have when visiting Paraguay for the first time. Worldwise Capital Links ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Youtube Website Private Community Access Strategy Session

Terry Cralle, a Registered Nurse, certified in clinical sleep health, and the author of two books on sleep, joins the show to discuss the effects of bad sleeping habits, and how this effects entrepreneurs and high achievers. Connect with Terry Better Sleep Website Worldwise Capital Links ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Youtube Website Private Community Access Strategy Session

Your only resource if you want residency in Paraguay, why its beneficial, how to start the residency process, and living in Paraguay. Worldwise Capital Links ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Youtube Website Private Community Access Strategy Session

Tim Smith, the founder and CEO of Aura Private Wealth, shares insights on financial literacy, fraud prevention, and wealth management for high net worth individuals as well as everyday investors. He discusses the devastating impact of fraud within his company and provides strategies to identify and avoid financial fraud. Connect with Tim Website LinkedIn Worldwise Capital Links ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram...

Uruguay Residency Essentials Course Worldwise Capital Links ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Youtube Website Private Community Access Strategy Session

Janna is a crypto tax specialist with years of experience in crypto accounting. In this episode she shares her journey from working in various financial sectors to focusing on the complex and evolving field of crypto taxation. She shares her challenges in finding reliable tools for calculating crypto taxes, leading to her extensive research and development of an accurate product for crypto reporti...

Work Wealth & Travel Blog Worldtour Walk - Walking Tour Youtube Channel Worldwise Capital Links ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Youtube Website Private Community Access Strategy Session

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Banking in Paraguay is not always the easiest, even if you hold residency. In this episode Nicole shares how you can open bank accounts at almost every bank, and the challenges with banking in Paraguay. Worldwise Capital Links ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Youtube Website Private Community Access Strategy Session

In this guest episode, Nicole discusses the path to becoming a global citizen with insights from her appearance on the Globetrotters podcast. Nicole, having traveled extensively and lived a nomadic lifestyle for almost a decade, shares how she helps clients optimize taxes, diversify residencies, and secure new citizenships. The discussion covers practical steps, challenges faced by American expats...

Whitney shares her journey from becoming an accidental landlord in 2002 to managing a substantial real estate portfolio, valued at over $800 million. She discusses her transition from live-in flips to buy-and-hold real estate, eventually scaling to multifamily properties, and venturing into self-storage and express car washes. Connect with Whitney Website Worldwise Capital Links ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagra...

On this guest episode, Nicole joins Ahren from the Mental Dietitian Podcast to discuss tax optimization, global citizen lifestyle, and planning tax diversification strategies. Worldwise Capital Links ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Youtube Website Private Community Access Strategy Session

Sondre Rasch, founder of SafetyWing, joins the podcast today to discuss the journey of creating a globally recognized company and the future of digital nomadism and remote work. Sondre also touches on the exponential growth of SafetyWing over the years, their innovative products for nomads, and the broader concept of building a country on the internet. Connect with SafetyWing Nomad Insurance Websi...

Lorene shares her entrepreneurial journey to creating Yoke, the dating app for entrepreneurs and business owners to connect and her global vision for the app. She shares the behind-the-scenes of starting an app, market research, and why Yoke is going to change the game for entrepreneurs looking for love. Connect with Yoke Sign up for the waitlist Worldwise Capital Links ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠...

Dr. Jay joins the show to dive deep into the unique challenges and opportunities of financial planning for the child-free community. In this episode we discuss investment strategies for the childfree, the societal pressures faced by those choosing to be child-free, and the unique financial planning considerations for those without a next generation to pass their wealth onto.  Connect with Chi...

Liz Wilcox, a pioneer in email marketing and founder of a popular email marketing membership, shares her journey from starting as a travel blogger to building a successful business through lifestyle design. In this episode, we cover the benefits of the subscription model business, the efficiency of email marketing, and practical tips for maintaining a balance between work and personal life. Liz al...

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Hayley Melidonis, founder of Bubbl, shares her journey from working at major companies like Virgin, Nokia, Intel, and Uber to becoming an entrepreneur. She shares the journey of creating her first travel business and how her experiences influenced the development of Bubbl, a platform for travellers, digital nomads, and global citizens. She explains the importance of branding, her insights on liabi...