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 The conversation also dives into the future of education, the role of AI, and why traditional college planning may be outdated.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)