Category: Podcast

E191: Lessons From Ray's Estate on How to Maximize Estate Growth and Smooth Transfer

E191: Lessons From Ray’s Estate on How to Maximize Estate Growth and Smooth Transfer

Join Nate and Holly in this episode as they share invaluable lessons learned from managing Ray Poteet’s estate. They deep dive and share how to avoid the pitfalls they encountered, ensuring a smoother journey toward building and transferring your estate. In addition, they discuss two paths available for estate building, yielding vastly different outcomes.

E189: Why Ancient Jewish Wisdom is the Key to Building Lasting Wealth

E189: Why Ancient Jewish Wisdom is the Key to Building Lasting Wealth

In this episode, join Nate as he welcomes back the renowned guest, Rabbi Daniel Lapin, to discuss how ancient Jewish wisdom can revolutionize your wealth-building journey. They also discuss the destructive nature of retirement goals and explore alternative focal points for building lasting wealth.