The Pleasant Street Pod

What if you didn’t have to sell your investments every time you needed cash? There’s a different way to think about liquidity, and most people have never heard of it. In this episode of The Pleasant Street Pod , host Taylor Nissi, CFP®, CEPA, sits down with Joseph Wang, Co-Founder and Chief Revenue Officer of SyntheticFI. They get into a tool that’s been showing up more and more in real client con...

Growth sounds exciting, but most entrepreneurs hit a point where what used to work suddenly stops working. The challenge is not just growing the business; it’s changing how you lead it. In this episode of The Pleasant Street Pod, host Taylor Nissi, CFP®, CEPA, sits down with Dan Bubniak, certified EOS implementer and former COO/CFO, to unpack what it takes to scale a business with clarity, structu...

What if “everything looks normal” is actually the problem? For high performers, average health may be the very thing holding you back. In this episode of The Pleasant Street Pod , host Taylor Nissi, CFP®, CEPA, sits down with biologist and Second Prime founder Andrew Martin to explore what it really means to take a proactive, data-driven approach to health. Andrew shares his personal journey throu...

What if the biggest challenge after success is not building more, but knowing what comes next? This episode explores the decisions that quietly shape an entrepreneur’s wealth, time, and sense of freedom. In this episode of The Pleasant Street Pod , host Taylor Nissi, CFP®, CEPA , sits down with Ali Nasser , Amazon #1 bestselling author of The Business Owner’s Dilemma , to unpack the core challenge...

Building wealth requires more than growing your business. What happens when life takes an unexpected turn? In this episode of The Pleasant Street Pod, host Taylor Nissi, CFP®, CEPA, sits down with Stefan Cherneski, CFP®, Private Wealth Insurance Specialist, to explore how business owners can protect what they’ve built through strategic risk management. Stefan shares his remarkable journey fr...

Building a thriving company requires more than strategy and execution. But what if the key to becoming a better leader lies in embracing your vulnerabilities rather than hiding them? How can authenticity transform your relationships with employees, family, and yourself? What role does purpose play when financial goals are met but fulfillment remains elusive? In this episode, Taylor Nissi, CFP®, CE...

Building a business demands everything from you. But what if the key to performing at your best isn’t working harder, but working smarter with your biology? How can busy founders manage stress without overhauling their lives? What small, science-backed changes actually move the needle on focus, resilience, and clarity? In this episode, Taylor Nissi, CFP®, CEPA, sits down with Jamey Maniscalc...

What happens when founders build something meaningful, sell it, and realize the next chapter is not as clear as expected? In this episode of The Pleasant Street Pod , host Taylor Nissi, CFP®, CEPA , sits down with serial entrepreneur and private equity investor Chris Cali to unpack the real journey behind building, scaling, and exiting a business, and what most founders do not anticipate along the...

What happens when an athlete-turned-coach discovers his true calling isn’t on the field, but in helping people design meaningful financial lives? Taylor opens up about the pivotal moments and lessons that shaped his approach to wealth, purpose, and planning. In this inaugural episode of The Pleasant Street Pod , host Taylor Nissi, CFP®, CEPA, founder of Pleasant Street Wealth Advisors, shares the...

As your business grows, your financial life gets more complex. This episode explores why successful entrepreneurs often outgrow traditional, siloed financial advice, and what an integrated approach can unlock instead. In this episode of The Pleasant Street Pod, host Taylor Nissi, CFP®, CEPA, sits down with Bill Tucker to share the story behind Pleasant Street Wealth Advisors, the meaning behind th...

Welcome to The Pleasant Street Pod with Taylor Nissi. This show is for entrepreneurs and high-income earners who want to turn the complexity of success into clarity by aligning vision and values with wealth strategy and life design. Each episode explores how high performers can be intentional with both their wealth and their life to create clarity, peace of mind, and confidence. Taylor shares insi...