Uncommon Wealth Podcast

Phillip Ramsey and Cody Kowalski explore strategies for asset allocation and asset location in the latest Uncommon Wealth Podcast. They discuss how asset location offers a tax-efficient approach to investment growth by strategically placing equities and bonds across Roth accounts, IRAs, and taxable accounts. Learn how this method can impact required minimum distributions and overall retirement pla...

Explore the unexpected benefits of financial worries with host Phillip Ramsey on the Uncommon Wealth Podcast. Delve into how managing money wisely can uncover personal growth and offer a deeper sense of security. Phillip contrasts everyday financial challenges with the immense pressure faced by trillionaire Elon Musk, highlighting that financial abundance might not be the ultimate goal. Discover w...

Phillip Ramsey and Kevin Kuhlow explore unconventional paths to wealth and success through captivating stories and entrepreneurial ventures. Kevin shares his transition from a corporate career at Wells Fargo to pioneering sustainable initiatives in Guatemala with 4Ocean and his current venture into pineapple leaf fiber textiles. The episode delves into resilience, seizing unexpected opportunities,...

Phillip Ramsey of Uncommon Wealth Partners challenges the conventional approach to retirement planning, emphasizing the importance of cash flow over a fixed "retirement number." Exploring the pitfalls of solely relying on a nest egg, Phillip illustrates with examples the significance of understanding monthly income needs and leveraging guaranteed income sources like Social Security and pensions. T...

Join host Phillip Ramsey on the Uncommon Wealth Podcast as he interviews Dr. Jason Reynolds, a pediatric palliative care doctor and advocate for "Medicine 3.0." Dive into Jason's journey through diverse medical fields and his innovative approach to healthcare. Explore the balance between extending health span and managing end-of-life care. Learn about Jason's personal experiments with health optim...

Dive into the Uncommon Wealth Podcast with host Phillip Ramsey as he explores the power of financial choices in reflecting our true values. Ramsey shares insightful stories from his career, such as a client who prioritizes their pet's well-being despite financial strain, showcasing how money can reveal deeper truths about personal commitments. Discover the impact of these financial decisions, whet...

Join Phillip Ramsey on the Uncommon Wealth Podcast as he reflects on key takeaways from the Build a Better Agency Summit in Colorado. Delve into the evolving impact of AI on marketing, the growing trend of AI-generated content, and the art of public speaking, highlighted by insights from speaker Russell Ewing. Discover how confidence and self-worth play a crucial role in navigating industry change...

Explore the fascinating intersection of culinary prestige and brand strategy as host Phillip Ramsey delves into the unexpected origins of Michelin star restaurants and their connection to the tire company. Uncover the ingenious marketing move that reinvented the Michelin brand. Phillip encourages listeners to think creatively about capturing market share through unconventional strategies. Reflecti...

Phillip Ramsey explores the inherent challenges of financial advising on the Uncommon Wealth Podcast. He discusses the tension between helping clients achieve financial goals and the necessity of charging fees, which may seem counterintuitive to their financial progress. Ramsey emphasizes the importance of offering value and forging genuine relationships with clients, regardless of monetary gain....

In this engaging episode of the Uncommon Wealth Podcast, host Phillip Ramsey delves into a deeply personal and often overlooked aspect of financial planning: the emotional weight of financial decisions. With his signature blend of insights and warmth, Phillip unpacks why finances can feel so heavy and how a financial advisor's role is critical in alleviating that burden. Navigating financial decis...

This week Phillip delves into defining personal success and how it shapes unique financial plans. Emphasizing the importance of understanding individual goals, Ramsey encourages listeners to engage with financial advisors or mentors who value their unique aspirations. He shares insights on crafting wealth beyond traditional means, drawing from his experiences with clients pursuing innovative paths...

Explore the true value of time with host Phillip Ramsey in the Uncommon Wealth Podcast. Delve into the importance of intentionality and time management, reflecting on how our time choices reveal personal values and priorities. Ramsey shares insights on balancing life's obligations, enhancing relationships through quality interactions, and the impact of technology on our time. He references Bob Gof...

Celebrating the 300th episode, hosts Phillip Ramsey and Ben Fust reflect on the journey of the Uncommon Wealth Podcast and delve into themes of perseverance and growth. They discuss the challenges of maintaining a podcast, the evolution of Phillip’s business, the impact of relationships and partnerships, and the experience of establishing a new office space. Highlighting the importance of embracin...

Philip Ramsey delves into the art of self-control in parenting and relationships in this episode of the Uncommon Wealth Podcast. Discover insights on managing personal emotions and reactions in a world full of differing opinions. Emphasizing a faith-based approach, Philip shares how self-discipline can lead to more harmonious interactions and better financial decisions. He also opens up about the...

Join Phillip Ramsey in this engaging episode of the Uncommon Wealth Podcast as he comes off a brief hiatus to delve into how passions and career paths intersect and sometimes collide. Phillip shares personal anecdotes and insights drawn from unexpected conversations and real-world encounters that explore the delicate balance between passion and profession. Using real-life examples, he examines how...

Jim Sheils is an accomplished real estate investor with over 25 years of experience. He is the visionary behind Southern Impression Homes, a company dedicated to building investment properties in several Florida markets. Jim is renowned for his transition from handling bulk foreclosure rehabs to spearheading successful new construction ventures. He is also the author of the best-selling book, "The...

In this retro episode titled "Redemption Unplugged," host Phillip Ramsey engages in a heartfelt conversation with Gabe Chamberlin, a man whose life journey embodies the theme of redemption. Gabe shares his transformative story, beginning with a tumultuous past marked by partying and a significant legal charge that led him to a turning point in his life. Through candid reflections, Gabe recounts ho...

In this retro episode, Phillip explores the concept of wealth transfer, urging listeners to prioritize core values, experiences, and charitable giving over mere financial assets. By focusing on these aspects, Phillip suggests families can empower future generations to independently build wealth and life satisfaction. He introduces an exercise to reframe how we view money and time, emphasizing thei...

In this engaging episode of the Uncommon Wealth Podcast, host Phillip Ramsey welcomes Terri Hoffman, the accomplished owner of Marketing Refresh. The discussion dives deep into what it means to forge an "uncommon life," exploring the non-traditional paths to success and wealth that align with personal values. Terri shares her unique perspective on wealth, focusing on relationships and spirituality...

In this introspective episode of the Uncommon Wealth Podcast, host Phillip Ramsey addresses a compelling issue that many entrepreneurs face: the perils of anchoring one's identity solely in their business endeavors. Through reflective storytelling and practical insights, Ramsey unpacks the emotional and psychological challenges that can arise when deeply invested business leaders suddenly find the...

In this episode of the Uncommon Wealth Podcast, Phillip Ramsey dives into the integral part of business success that many overlook—tracking and analyzing business numbers. Phillip opens the episode with insights into how too many entrepreneurs shy away from the seemingly mundane yet essential task of understanding their business metrics. With a background rooted in disciplined financial practices...

Discover how aligning your finances with your unique talents can lead to an extraordinary life. Host Phillip Ramsey of the Uncommon Wealth Podcast shares insights into identifying your personal superpower and using it to thrive. Through relatable analogies with beloved characters like Batman and Sherlock Holmes, Phillip emphasizes the importance of encouragement, community, and self-awareness. Unc...

In this episode of the Uncommon Wealth Podcast , I sit down with two of my favorite humans on the planet — Greg and Libby Olson — and let me just tell you… these two are magnetic . They’re a married couple, business partners, and the kind of people who walk into a room and instantly raise the energy. Their whole life is built around this mindset of “Yes, And” — and it’s not just something they say...

Join host Phillip Ramsey as he unveils the philosophy behind the Uncommon Wealth Podcast's 15-minute free consultation, accentuating its purpose of equipping individuals to live an uncommon life. Inspired by Bob Goff's generous approach, Phillip emphasizes the strategy of offering immense value upfront without expecting immediate returns. He also shares insights from his interaction with Goff, she...

Explore the power of the "Yes And" mantra in this episode of the Uncommon Wealth Podcast with host Phillip Ramsey. Inspired by his friends, Phillip delves into using this improv principle to foster acceptance, collaboration, and positivity throughout 2026. Discover how adopting this mindset can transform personal and professional interactions, encouraging open-mindedness and creativity. Listen in...