Wealth Architect Podcast

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...

In this episode of the Wealth Architect Podcast , Mark Yegge sits down with Vincent Randazzo , founder of ViewRight Advisors and creator of the Defender Program, to explore how systematic, rules-based investing can help remove emotion and protect capital through volatile market cycles. Vincent shares insights from over two decades of technical and macro research, explaining why market breadth, dis...

In this episode of the  Wealth Architect Podcast , Mark Yegge sits down with Joe LoPresti , founder of ClearPoint Family Office and Arlington Wealth Management, to uncover why 80–85% of business owners regret selling their company within a year —and how proper exit planning can prevent that costly mistake. With over 40 years of experience advising business owners, Joe explains why uncoordinated pl...

What if the biggest threat to your wealth isn't the market—but the financial industry itself? In this episode, Mark Yegge sits down with Robert Rolih , international best-selling author and long-term investing mentor, to expose how hidden fees, misaligned incentives, and bad financial advice quietly erode investor wealth. Robert shares his personal story of losing 80% of his fortune, the hard less...

In this episode of the Wealth Architect Podcast , Mark Yegge sits down with Tad Fallows , co-founder of Long Angle , a private global community for very high-net-worth entrepreneurs and executives. They explore why trust-based, no-solicitation communities matter, how wealthy individuals think differently about risk, investing, and family, and why peer connection becomes more valuable as net worth...

In this episode of the Wealth Architect Podcast , Mark sits down with Tyler Vinson, CEO of RE Tokens , to explore how real estate tokenization is transforming access, liquidity, and opportunity in the property market. Tyler breaks down how digital ownership, blockchain-based securities, and secondary-market trading are opening the door for both seasoned investors and everyday individuals to partic...

In this episode, Mark Yegge sits down with Barry James Dyke , president of Castle Asset Management and author of The Pirates of Manhattan and The Retirement Ruse . They dive into the truth about retirement income, why America is struggling with financial security, and what you can do to build real, lasting wealth. 📘 Learn more about Barry and his work: BarryJamesDyke.com

This week, we explore what it really means to invest with integrity. Adam Koos and I dive into how ethics and discipline play a critical role in building long-term wealth, why trust matters more than ever in today's markets, and practical ways investors can align their money with their values without sacrificing returns. To reach Adam:  | ElevateAndExit.com  or www.libertaswealth.com

In this episode, Mark sits down with Paul Moore to talk about why "boring" investing isn't such a bad thing — in fact, it might just be the secret to building and protecting real wealth. They discuss Paul's journey from active real estate deals to focusing on boring, cash-flowing commercial assets, why avoiding shiny objects can outperform over time, and how everyday investors can tap into institu...

In this episode, Mark Yegge sits down with Brent Kesler, the founder of The Money Multiplier . Brent shares how he eliminated nearly $1 million in debt in just 39 months using his powerful TMM Method — a modern twist on the 200-year-old Infinite Banking Concept. As a real estate investor and financial educator, Brent reveals how you can fund your own projects, become your own bank, and make your m...

Multifamily real estate can be one of the fastest paths to financial freedom—but where do you start? In this episode, Mark sits down with Michael Blank, one of the nation's leading authorities on apartment investing. They break down the fundamentals of multifamily deals, from finding and funding your first property to scaling a portfolio that generates real, lasting wealth. Whether you're a season...

Welcome to the Wealth Architect Podcast! Today I'm joined by Frank Buchholz—a veteran financial advisor with decades of experience—who's on a mission to make wealth-building simple and accessible. In this episode, we unpack how small, consistent steps can lead to big financial wins, why the stock market is still your best long-term bet, and how to avoid the traps set by shady advisors. If you want...