Wealth Architect Podcast

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 The conversation also dives into the future of education, the role of AI, and why traditional college planning may be outdated. If you're thinking about college funding—or want to stop overpaying for it—this episode will open your eyes to what's possible. Connect with Brian Eyster: 🌐 Website: [https://essentialstrategies.net] 🔗 LinkedIn: Available via website contact section

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 Richard Green: https://greenandco.biz/

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 simple "traffic light" approach for buying and selling stocks. We dive into the philosophy behind value investing, how to remove emotion from decision-making, and why confidence—not just returns—is the real key to long-term success in the market. If you've ever wondered when to buy, when to sell, or how to cut through the noise, this episode delivers a practical, systematic approach that aligns perfectly with building consistent wealth over time. Connect with Sean Tepper & TYKR: 🌐 Website: https://tykr.com 💼 LinkedIn: https://www.linkedin.com/in/seantepper/ ⭐ Reviews: https://www.trustpilot.com/review/tykr.com

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 reverse mortgages can unlock home equity, create optional cash flow, and even be used as a strategic retirement planning tool. They also discuss common misconceptions, how these loans are structured, and real-world scenarios where homeowners use them to fund retirement, assist family, or protect against unexpected expenses. If you're approaching retirement—or advising someone who is—this conversation offers a fresh perspective on how home equity can play a role in a broader wealth strategy. Guest Links 🌐 Kevin Guttman Website: https://reversemortgagerevolution.com 📚 Kevin's Books on Amazon: https://www.amazon.com/s?k=Kevin+Guttman+reverse+mortgage

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 around money — this conversation will help you reset your approach. 🔗 Connect with Carrie: Website: https://www.sfmoneycoach.com Email: [email protected] 📘 Her Book: At Peace with Money: A Holistic Roadmap to Financial Wellness Available on Amazon & Barnes & Noble (Official release: January 20, 2026) Like, subscribe, and share if you're committed to improving your relationship with money — not just your returns.

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 — including Nvidia and valuation concerns. We also explore where innovation capital is flowing globally, from the U.S. to Europe, the Middle East, and China. If you want to make smarter, research-driven investment decisions, this conversation is for you. Website: [https://danielnikic.com](https://danielnikic.com) LinkedIn: [https://www.linkedin.com/in/danielnikic](https://www.linkedin.com/in/danielnikic)

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, behavioral finance, and why education is the foundation of real wealth. If you want to move beyond cookie-cutter advice and build a plan aligned with your life, this episode is for you. Connect with Mike Milligan: 🌐 Website: https://mikemilligan.com 🏦 One Oak Financial: https://oneoakfinancial.com 📘 Book – The One-of-a-Kind Financial Plan: https://www.amazon.com 🎙 Podcast – Ideas by Mike: https://mikemilligan.com

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, discipline, and objective systems matter more than predictions—especially as markets age and risk increases. The conversation dives into secular bull and bear markets, avoiding major drawdowns, and why defense-first investing is critical for long-term wealth building. This episode is a must-listen for investors and advisors looking to stay rational, protect capital, and compound smarter through uncertainty. Guest Links Website: https://viewright.ai LinkedIn: https://www.linkedin.com/in/vincentrandazzo X (Twitter): https://x.com/CMTRandazzo

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 planning between business and personal wealth leads to regret, unnecessary taxes, and missed opportunities. He shares how a fractional family office approach helps entrepreneurs maximize enterprise value, reduce risk, and transition on their own terms—without being forced to quarterback a fragmented advisory team. This conversation is essential listening for business owners who want to sell smart, protect their legacy, and secure true financial freedom, not just a paycheck. 🔗 Guest Links ClearPoint Family Office: https://www.clearpointfamilyoffice.com Free digital copy of Exit by Design: https://www.exitbydesignbook.com Joe LoPresti on LinkedIn: https://www.linkedin.com/in/joelopresti

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 lessons he learned, and the simple, low-cost strategies everyday investors can use to regain control of their financial future. Connect with Robert: 🌐 https://www.robertrolih.com

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 grows. To reach Tadd: Tad Fallows 🌐 Website: https://longangle.com

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 participate in real estate like never before. Connect with Tyler & learn more: https://retokens.com

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 institutional-style returns without taking wild risks. If you're looking for long-term wealth without roller-coaster volatility, this conversation delivers some powerful insights. To reach Paul: Wellings Capital To get the FREE E-book: E-Book

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 money work harder for you. Learn more about his method at themoneymultiplier.com/the-method.

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 seasoned investor or just multifamily-curious, this episode will give you a clear roadmap to move from confused to confident in the world of apartment investing. To reach Mark: https://thefreedompodcast.com/mark