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PODCAST

The Richer Geek

What if you could be doing something smarter with your money that creates income now? If you"re an IT or other high-income professional who"s wanting to get ahead financially and enjoy greater freedom of choice… If you want a comfortable retirement and you know you"ll have more choices if you can do more with your money now… If you"ve wondered who else in Tech is creating ways to make their money work for them, and you want actionable ideas with honest pros and cons and NO fluff… Welcome to

business investing

All Episodes

22:44

Water is the New Gold: Decentralized Water's Future &...

The Richer Geek ·

2025/02/05

Water is becoming one of the most valuable resources of our time, yet the industry remains outdated, centralized, and struggling to meet growing global demands. In this episode of The Richer Geek Podcast, we are joined by Riggs Eckelberry, a nationally-renowned entrepreneur and the founding CEO of OriginClear, who is on a mission to transform the water industry through decentralized solutions and innovative investment opportunities. With a background spanning technology, nonprofit leadership, and

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24:40

Building a Legacy: Balancing Business, Family, and...

The Richer Geek ·

2025/01/29

Welcome back to another episode of The Richer Geek Podcast! Today, we’re joined by Moshe Popack, a visionary third-generation entrepreneur and the owner and president of YMP Real Estate Management LLC. With a diverse real estate portfolio spanning six states, Moshe is passionate about community well-being, long-term wealth creation, and fostering connections. Beyond business, he shares his remarkable journey as a father of 11, offering insights into how he navigates entrepreneurship while

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24:46

Build Wealth and Grow Your Business with Expert CPA Tips

The Richer Geek ·

2025/01/22

Welcome back to The Richer Geek Podcast! Today’s guest is Chase Insogna, founder of Insogna CPA, a highly successful CPA and investment advisory firm based in Austin, Texas. Chase specializes in helping business owners not only manage their finances but also strategically grow their wealth while building their businesses. In this episode, we're discussing... Why finding a CPA who doubles as a business advisor can transform your financial strategy The importance of proactive communication and

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18:30

Lessons in Probate, Wealth Transfer, and Avoiding...

The Richer Geek ·

2025/01/15

Welcome back to another episode of The Richer Geek Podcast! Today, Mike is joined by Paul Deloughery, a seasoned attorney with 25 years of experience in probate and trust law. Paul is the author of Lasting Wealth: A Revolutionary Method of Family Wealth Transfer and Probate Made Simple. Paul’s journey into the realm of probate law is deeply personal. After facing the challenges of managing an unexpected inheritance without proper guidance, he recognized the profound need for expert legal support

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32:24

From Special Ops to CEO: Data & AI for Business

The Richer Geek ·

2025/01/08

Join us for another exciting episode of The Richer Geek Podcast as we dive into the transformative world of data and technology with Collin Graves, CEO of North Labs, a leading fractional cloud data analytics firm that has helped over 1,000 organizations unlock their potential through data-driven strategies. If you're curious about leveraging cloud strategies, unlocking AI's potential, or optimizing your data for success, this conversation is packed with valuable insights you won’t want to miss! In

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27:54

From Idea to Impact: Securing Your Startup's Future

The Richer Geek ·

2025/01/01

Happy New Year, and welcome back to The Richer Geek Podcast! In this episode, Daniel Barnard, host of CapitalFit and experienced investor, shares tips on raising capital, building networks, and growing your business. With 27 years in the industry, Daniel offers practical advice for entrepreneurs on securing funding and attracting the right partners. Join us as we dive into Daniel’s expertise, his work with startups like MedWatch, and his passion for creating impactful ventures. In this episode,

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23:17

Exit Strategy: Freedom for Business Owners

The Richer Geek ·

2024/12/25

Merry Christmas and welcome back to another episode of The Richer Geek Podcast! Today, we have a special guest, Joseph LoPresti, a seasoned founder of Arlington Wealth Management with over 39 years of experience in the financial services industry. Joseph is passionate about helping business owners achieve financial security and prosperity. In this episode, Joseph shares his insights on the unique challenges business owners face when it comes to financial planning. He discusses the importance of

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28:31

From Rap Star to Wall Street: How to Invest Like a Pro

The Richer Geek ·

2024/12/18

Welcome back to another episode of The Richer Geek Podcast! Today, we have a very exciting guest, Kevin Davis. Kevin's journey began as a recording artist signed with Warner Brothers Records, but his passion for finance led him to Wall Street, where he gained experience as a stockbroker. Seeing a need for accessible investment education, he created Investment Dojo, a gamified stock simulator app that helps people of all ages build confidence in investing. In this episode, Kevin shares his inspiring

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29:42

Unlock Financial Freedom Through Franchising

The Richer Geek ·

2024/12/11

Welcome back to another episode of The Richer Geek Podcast! Today, we're joined by Greg Mohr, author of "Real Freedom: Why Franchises Are Worth Considering and How They Can Be Used for Building Wealth." Greg dives deep into the world of franchising, exploring its different forms, investment levels, and how it can be a path to financial freedom. In this episode, we're discussing: Diverse Franchise Models: Franchising is not confined to traditional brick-and-mortar brands like McDonald’s or Taco

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25:03

Is Gold Still The Ultimate Safe Haven in 2024

The Richer Geek ·

2024/12/04

Welcome back to another episode of The Richer Geek Podcast! We hope you had a wonderful Thanksgiving last week filled with gratitude, good food, and great company. As we dive into December, we're bringing you an exciting discussion about the power of gold in today’s economy. Today, we’re joined by Dean Heskin, President and CEO of Swiss America Trading Corporation, to explore why gold remains a top safe haven investment. With nearly three decades of expertise, Dean shares his insights on why gold is

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26:31

Co-Living: A New Era of Rental Income

The Richer Geek ·

2024/11/27

Welcome back to another episode of The Richer Geek Podcast! Today, we’re diving deep into the transformative world of co-living with Grant Shipman, a leading authority in this booming real estate niche. As the founder of Livingsmith, Grant has achieved an extraordinary 97% lifetime occupancy rate and an average tenant stay of 25.2 months. He shares how a chance discovery and lessons from intentional living communities catapulted him from delivering pizzas to achieving financial freedom in just 15

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19:48

Unleashing Creativity and Hidden Potential

The Richer Geek ·

2024/11/20

On today’s episode of The Richer Geek Podcast, we have the extraordinary David Drebin, a multidisciplinary artist working in various art forms, producing limited edition works including Photographs, Lightboxes, Neon Light Installations, Diamond Dust works and more. David shares his unique approach to empowering individuals to uncover their hidden potential. From his early days as a photographer to his current mission of inspiring others, he offers valuable insights into creativity, self-discovery,

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27:02

Startup Secrets: A VC Insider's Guide to Funding and...

The Richer Geek ·

2024/11/13

Welcome back to another episode of The Richer Geek Podcast. Today, we talked to Kevin White, co-founder of Exbo Group, a firm specializing in finance operations, strategy support, and M&A diligence for growth-stage companies. Kevin shares valuable insights on fundraising strategies, financial operations, and M&A diligence. In this episode, we’re discussing... The Changing VC Landscape: Learn how the VC landscape has shifted post-pandemic, with a focus on profitability and cash efficiency. The

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37:14

The Psychology of Wealth: Emotional vs. Rational...

The Richer Geek ·

2024/11/06

Welcome back to another episode of The Richer Geek Podcast! Today, we’re joined by Jonathan Blau, founder and CEO of Fusion Family Wealth, a Long Island-based, fee-only registered investment advisory firm. Jonathan shares his expertise on behavioral finance and the techniques he uses to help clients make rational, well-informed financial decisions—even under stressful market conditions. Jonathan breaks down the psychology behind wealth management, explaining why many investors struggle with

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26:21

Is E-Commerce The New Real Estate?

The Richer Geek ·

2024/10/30

Welcome back to another episode of The Richer Geek Podcast! Today, we are joined by Will Basta, an entrepreneur and co-founder of ACV Partners. He shares his background, insights into building e-commerce brands, and the secrets behind sustainable investment models. Discover how ACV Partners supports clients in creating profitable, multi-channel e-commerce businesses and the cutting-edge strategies that make them successful in today’s competitive digital marketplace. In this episode, we're

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30:27

Revolutionizing Finance for Growth-Stage Companies

The Richer Geek ·

2024/10/23

Welcome back to The Richer Geek Podcast! In today's episode, we are joined by Eric Fiegoli, co-founder of Exbo Group. Since 2017, Exbo has supported over 50 growth-stage companies across industries like software, education, and healthcare. Eric shares his journey from being a senior product manager at Amazon to helping startups scale by offering financial, operational, and strategic expertise. Tune in to learn when to hire a CFO, the benefits of fractional CFOs, and how Exbo guides startups through

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23:24

M&A for FinTechs: The Role of a Fractional CFO

The Richer Geek ·

2024/10/16

Welcome back to The Richer Geek Podcast! In today’s episode, we’re joined by Nicholas Spezio, M&A advisor at Exbo Group, to explore the world of mergers and acquisitions (M&A) for FinTech businesses. Whether you're a founder considering selling your startup or curious about the current M&A landscape, this episode is full of valuable insights you won’t want to miss. Why You Should Listen: Are you wondering if now is the right time to sell your FinTech startup? Confused about how the current M&A

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25:08

Profit from Beauty: A Recession-Proof Franchise

The Richer Geek ·

2024/10/09

Welcome back to another episode of The Richer Geek Podcast! Today, we dive into the world of salon suite franchises with beauty industry expert Karen Kaminski, founder of Allure Salon Suite Consulting. Karen shares her unique journey from starting in the beauty business to launching and scaling private salon suite facilities across the USA. Whether you're an investor or a beauty professional, Karen offers insights on how the salon suite model provides a profitable, semi-absentee income opportunity

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21:21

Navigating Self-Storage Investment in a Changing Market

The Richer Geek ·

2024/10/02

We welcome back Jacob Vanderslice, Principal of VanWest Partners, a Denver-based real estate firm managing over $195 million in assets. Jacob discusses the challenges of today’s real estate market, from rising interest rates to shifting investor sentiment. He shares strategies for managing risk, the effects of market fluctuations on self-storage investments, and how VanWest uses conservative underwriting to stay resilient. Tune in for his insights on the state of real estate, the bid-ask spread, and

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26:02

Alternative Investing: A Macro-Driven Approach

The Richer Geek ·

2024/09/25

Welcome back to another episode of The Richer Geek Podcast. Today, we have Ben Fraser, CIO of Aspen Funds, discussing their unique approach to investing. Aspen Funds focuses on "Macro-Driven Alternative Investments," leveraging macro trends to identify opportunities across various asset classes. In this episode, we're discussing... Aspen Funds leverages macro trends: They analyze the big picture to identify long-term tailwinds and invest in asset classes positioned to benefit. Investment

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