In this episode of Making Sense of Your Money, Dan Pascone sits down with Erin Niehaus, founder of Planning Paths and a wealth management professional with experience spanning institutional asset management, tech investing, and private banking.

Together, they discuss the emotional and practical realities of managing money across generations — from helping aging parents and preparing children financially to navigating caregiving costs, estate planning, and the difficult conversations families often avoid until it’s too late.

Erin also shares how personal experiences shaped her mission to help families prepare for life’s biggest transitions, why stewardship matters in financial planning, and how AI is transforming the wealth management industry.

This is an insightful conversation for executives, business leaders, caregivers, and anyone trying to build a richer, more intentional financial life.

💡 What You’ll Learn:

• Why financial planning should go beyond investments and portfolios
• The biggest financial risks families face with aging parents
• Why beneficiary designations and estate documents matter so much
• How to start difficult “kitchen table” conversations with family
• What the “sandwich generation” needs to prepare for financially
• How AI is changing financial planning and wealth management
• The difference between being wealthy and living a rich life
• Why stewardship and trust are critical in financial advising
  
  🔗 Learn more: makingsenseofyourmoney.com
  
  Hashtags
  #MakingSenseOfYourMoney #FinancialPlanning #WealthManagement #Caregiving #AgingParents #EstatePlanning #RichLife #PersonalFinance
  
  Tailored Wealth is a marketing name used when offering advisory services, however advisory services are conducted exclusively through Sovereign Financial Group, Inc. Services are only offered to clients or prospective clients where Sovereign and its representatives are properly licensed or exempt from licensure.

In this episode of Making Sense of Your Money, Dan Pascone sits down with Armen Avanessian — fintech sales veteran, Head of Sales & Partnerships at Anthem, and author of Selling Senses — to discuss a completely different approach to sales, leadership, and life.

Armen shares how the best sales professionals go beyond data and logic to create deeper human connection by engaging all five senses — and even a “sixth sense” rooted in intuition and purpose. They also dive into imposter syndrome, leadership growth, intentional living, and how healthy fear may actually be a sign you’re pursuing the right opportunities.

This conversation is packed with insights for sales professionals, executives, entrepreneurs, and anyone trying to build a richer, more meaningful life beyond financial success.

💡 What You’ll Learn:

• Why the best salespeople create sensory experiences, not just presentations
• How active listening can transform relationships and sales outcomes
• Why data alone isn’t enough to influence decision-making
• The role of emotional connection in sales and leadership
• How “healthy fear” can signal growth opportunities
• Lessons Armen learned from 25+ years in fintech and sales leadership
• Why intentionality matters more than achievement alone
• The financial lessons Armen wishes he learned earlier in life

🔗 Learn more: makingsenseofyourmoney.com

Hashtags
#MakingSenseOfYourMoney #SalesLeadership #SellingSenses #Fintech #PersonalDevelopment #Leadership #FinancialWellness #RichLife

Tailored Wealth is a marketing name used when offering advisory services, however advisory services are conducted exclusively through Sovereign Financial Group, Inc. Services are only offered to clients or prospective clients where Sovereign and its representatives are properly licensed or exempt from licensure.

Kevin explains how advisors can miss key pieces of a client’s financial life, why tax planning is one of the biggest opportunities for high earners, and how better access to IRS data can help create more accurate, proactive advice.

They also discuss how AI is changing financial planning, why tax planning should begin long before year-end, and what becomes possible when advisors have the full picture.

💡 What You’ll Learn:

• Why many financial plans are built on incomplete information
• How IRS data can reveal a fuller financial picture
• Why tax planning is a major wealth-building lever
• How filing an extension can support better planning
• What AI may change for advisors, CPAs, and clients
• Why better data leads to better advice
  
  🎧 If you're a high earner who's crushing it on paper but quietly wondering "is this it?" , this episode was built for you.
  
  🔗 Learn more: makingsenseofyourmoney.com
  
  #MakingSenseOfYourMoney #FinancialPlanning #TaxPlanning #WealthManagement #HighEarners #AIinFinance #TaxStrategy #PersonalFinance
  
  Tailored Wealth is a marketing name used when offering advisory services, however advisory services are conducted exclusively through Sovereign Financial Group, Inc. Services are only offered to clients or prospective clients where Sovereign and its representatives are properly licensed or exempt from licensure.

In this solo episode of Making Sense of Your Money, Dan Pascone breaks down how high-earning executives and business leaders can use their tax return as a strategic planning tool instead of just a filing requirement.

Dan walks through 11 practical tax planning moves to make right now while the numbers are still fresh — from reviewing withholding mistakes and equity compensation exposure to optimizing charitable giving, retirement contributions, and investment account structure.

If you’re a W-2 executive, business leader, or high-income professional looking to avoid repeating the same costly tax mistakes next year, this episode gives you a framework to start planning proactively instead of reactively.

💡 What You’ll Learn:

Why your tax return is a powerful financial planning document

How to review your effective tax rate and withholding strategy

Common tax mistakes executives make with bonuses and equity compensation

How capital gains and investment structure impact your taxes

Tax-efficient charitable giving strategies using appreciated stock and donor-advised funds

Why mid-year tax planning matters more than year-end planning

How to build a proactive tax strategy for future wealth creation

Why retirement contribution strategy and asset location matter

🔗 Learn more: makingsenseofyourmoney.com

#MakingSenseOfYourMoney #TaxPlanning #ExecutiveCompensation #PersonalFinance #WealthManagement #FinancialPlanning #EquityCompensation #HighEarners

Tailored Wealth is a marketing name used when offering advisory services, however advisory services are conducted exclusively through Sovereign Financial Group, Inc. Services are only offered to clients or prospective clients where Sovereign and its representatives are properly licensed or exempt from licensure.

Kevin explains how advisors can miss key pieces of a client’s financial life, why tax planning is one of the biggest opportunities for high earners, and how better access to IRS data can help create more accurate, proactive advice.

They also discuss how AI is changing financial planning, why tax planning should begin long before year-end, and what becomes possible when advisors have the full picture.

💡 What You’ll Learn:

• Why many financial plans are built on incomplete information
• How IRS data can reveal a fuller financial picture
• Why tax planning is a major wealth-building lever
• How filing an extension can support better planning
• What AI may change for advisors, CPAs, and clients
• Why better data leads to better advice
  
  🎧 If you're a high earner who's crushing it on paper but quietly wondering "is this it?" , this episode was built for you.
  
  🔗 Learn more: makingsenseofyourmoney.com
  
  #MakingSenseOfYourMoney #FinancialPlanning #TaxPlanning #WealthManagement #HighEarners #AIinFinance #TaxStrategy #PersonalFinance
  
  Tailored Wealth is a marketing name used when offering advisory services, however advisory services are conducted exclusively through Sovereign Financial Group, Inc. Services are only offered to clients or prospective clients where Sovereign and its representatives are properly licensed or exempt from licensure.
  
  

Ashish shares his journey from attorney to wealth advisor and explains why true legacy planning goes far beyond wills, trusts, and legal documents. Together, Dan and Ashish unpack the real reasons generational wealth disappears, including poor communication, lack of trust, unprepared heirs, and the absence of a shared family mission.

They also explore how families can start having better conversations around money, why stories matter just as much as financial structures, and what it means to live a rich life with real intentionality.

If you are building wealth and want to ensure your family inherits wisdom, purpose, and preparation alongside financial assets, this episode is packed with valuable perspective.

In this conversation, you’ll learn:

1. Why generational wealth often disappears by the third generation
2. The biggest communication mistakes families make around money
3. Why wills and trusts do not transfer values or wisdom
4. How to prepare heirs, not just assets
5. Why high-income professionals should not delay estate planning
6. How family stories can shape purpose, identity, and stewardship

What intentional living has to do with building a lasting legacy

🔗 Learn more: makingsenseofyourmoney.com

#LegacyPlanning #EstatePlanning #GenerationalWealth #WealthTransfer #FinancialPlanning #FamilyWealth #AshishKhanna #DanPascone #MakingSenseOfYourMoney #RichLife

Tailored Wealth is a marketing name used when offering advisory services, however advisory services are conducted exclusively through Sovereign Financial Group, Inc. Services are only offered to clients or prospective clients where Sovereign and its representatives are properly licensed or exempt from licensure.

In Episode 55 of Making Sense of Your Money, Brandon Fluharty, founder of The Purposeful Performer and former top-1% enterprise sales executive, unpack why high-income earners are often the most financially trapped, and what it actually takes to design a career that buys back your freedom.

Brandon's story is raw and real: a bankruptcy at 28, a stroke at 32, a $1.5M W2 year that changed everything, and the one question his advisor asked that he couldn't stop thinking about for years, "If you're that good for somebody else, imagine what you could do on your own."

💡 What You'll Learn

• Why lifestyle inflation is the silent killer of long-term optionality for high earners
• The three career phases (Level 1, 2, 3) and how to know which one you're in right now
• Why success itself can become the trap, and how to recognize it before it's too late
• How Brandon went from bankruptcy and a stroke to a $1.5M W2 year, without a college degree
• The K-shaped economy and what AI is really doing to today's knowledge workers
• Why top performers need a coaching staff, not just a boss and a paycheck
• How to use a high-income sales career as a launchpad, not a life sentence
• The "enough game" vs. the "more game", and why the shift changes everything
• Why your financial advisor, CPA, and personal brand all need to work together
  

🎧 If you're a high earner who's crushing it on paper but quietly wondering "is this it?" , this episode was built for you.

🔗 Learn more: makingsenseofyourmoney.com

#MakingSenseOfYourMoney #DanPascone #BrandonFluharty #PurposefulPerformer #HighEarnerLife #SalesCareer #LifestyleInflation #FinancialFreedom #CareerDesign #AIAndWork #KnowledgeWorker #AutonomyArchitecture #WealthMindset #TailoredWealth #EnterpriseSales #IncomeOptimization #CareerStrategy

Tailored Wealth is a marketing name used when offering advisory services, however advisory services are conducted exclusively through Sovereign Financial Group, Inc. Services are only offered to clients or prospective clients where Sovereign and its representatives are properly licensed or exempt from licensure.

In Episode 54 of Making Sense of Your Money, Dan Pascone, CEO of Tailored Wealth, breaks down the three tax buckets every high earner needs to understand, and the powerful (and IRS-approved) strategy called the Mega Backdoor Roth that could unlock up to $72,000 in retirement contributions per year.

This is a solo, listener-requested episode built specifically for corporate leaders and high earners who want to stop leaving tax-free money on the table.

Dan walks through exactly how to structure your 401(k) contributions, how to calculate your remaining capacity, and how to put that extra bandwidth to work building a future tax-free retirement war chest.

💡 What You'll Learn

• The 3 tax buckets (taxable, tax-deferred, tax-free) and why all three matter
• Why the IRS contribution limit isn't $24,500, it's actually $72,000
• What the Mega Backdoor Roth is and why most high earners don't know they have access to it
• The exact math to calculate how much after-tax capacity you have left
• Why tax-free retirement income matters more than most people think (especially for big purchases)
• The two questions to ask your HR or 401(k) platform to activate this strategy today
• Why paying taxes now on Roth contributions could save you far more later
  

🎧 If your income is high, your tax bill is painful, and you want your retirement savings working harder, this episode was made for you.

🔗 Learn more: makingsenseofyourmoney.com

#MakingSenseOfYourMoney #DanPascone #401k #MegaBackdoorRoth #RetirementPlanning #HighEarnerFinance #TaxStrategy #RothIRA #WealthBuilding #TaxFreeRetirement #TailoredWealth #FinancialPlanning #CorporateLeaders #TaxDiversification

Tailored Wealth is a marketing name used when offering advisory services, however advisory services are conducted exclusively through Sovereign Financial Group, Inc. Services are only offered to clients or prospective clients where Sovereign and its representatives are properly licensed or exempt from licensure.

In Episode 53 of Making Sense of Your Money, Dan Pascone, CEO of Tailored Wealth, sits down with Jeff Glick, CPA and Head of US Operations at OCFO, to break down what it actually means to make your business "bankable", and why the work needs to start long before you ever talk to a broker.

Jeff brings decades of experience, from Solomon Brothers and Merrill Lynch to becoming CFO of a $500M company at age 30, and now helps businesses build the financial infrastructure that commands top-dollar valuations.

💡 What You'll Learn

• What "bankable" actually means and why most business owners don't qualify yet
• How poor margin visibility can drop your valuation multiple from 10x to 6x overnight
• The concept of "building value from the inside", and why it's the smartest pre-exit move
• Why you need at least 1–2 years of clean financials before going to market
• What private equity buyers are really looking for in today's due diligence process
• How a $200K investment in your financial infrastructure can generate a 30x return
• The hidden risk of the long-tenured bookkeeper who doesn't know what they don't know
• Life-driven investing: why different money buckets need completely different strategies
  

🎧 If you own a business and even a small part of you is thinking about an exit someday, this episode could be the most valuable hour you spend this year.

🔗 Learn more: makingsenseofyourmoney.com

#MakingSenseOfYourMoney #DanPascone #JeffGlick #OCFO #BusinessExit #MergersAndAcquisitions #PrivateEquity #BusinessValuation #FractionalCFO #ExitPlanning #FinancialInfrastructure #BankableBusiness #WealthManagement #TailoredWealth #BusinessOwners #EntrepreneurFinance

Tailored Wealth is a marketing name used when offering advisory services, however advisory services are conducted exclusively through Sovereign Financial Group, Inc. Services are only offered to clients or prospective clients where Sovereign and its representatives are properly licensed or exempt from licensure.

In Episode 52 of Making Sense of Your Money, Dan Pascone, CEO of Tailored Wealth, sits down with Lacy Garcia, Founder and CEO of Willow, a wealth accelerator helping women find the right financial advisor through personalized matching, education, and advisor training.

Lacy shares her deeply personal story of navigating divorce, becoming the sole provider, and struggling to find an advisor who actually got her,despite being in the industry herself. What came out of that experience is a platform changing the way women connect with financial advice.

💡 What You'll Learn

• Why "I'm not rich enough for an advisor" is the most expensive myth in personal finance
• The confidence gap around money and why women are disproportionately affected
• How Willow uses personality matching, Myers-Briggs, and even birth order to pair women with the right advisor
• Why 70% of women leave their financial advisors, and what advisors are getting wrong
• The emerging women's retirement crisis: outliving savings, pay gaps, and career interruptions
• Why credentials are now table stakes and personal connection is the real differentiator
• How Gen Z women are quietly becoming the most financially empowered generation yet
• The one thing every advisor should do differently when sitting across from a woman client
  

🎧 Whether you're a high-earning woman looking for the right advisor, or an advisor looking to better serve women, this episode will shift how you think about money, trust, and connection.

🔗 Learn more: makingsenseofyourmoney.com

#MakingSenseOfYourMoney #DanPascone #LacyGarcia #TrustWillow #WomenAndMoney #FinancialAdvice #WomenInFinance #WealthManagement #FinancialPlanning #RetirementPlanning #WomensRetirement #FinancialAdvisor #MoneyMindset #TailoredWealth #WealthAccelerator #HighEarningWomen

Tailored Wealth is a marketing name used when offering advisory services, however advisory services are conducted exclusively through Sovereign Financial Group, Inc. Services are only offered to clients or prospective clients where Sovereign and its representatives are properly licensed or exempt from licensure.

In Episode 51 of Making Sense of Your Money, Justin Detray, Managing Director and Partner at Wealthspire Advisors, to unpack the behavioral biases that quietly drive bad financial decisions especially during volatile markets.

Justin shares how his background as a former Wall Street proprietary trader shaped his evidence-based approach to wealth management, why “perfect information” is a myth in today’s media cycle, and how clients can avoid making fast, emotional decisions that derail long-term plans.

💡 What You’ll Learn

Recency bias: why “what just happened” feels like the future

Anchoring: why investors get stuck on old price levels and past highs

How the information age creates more decisions not better decisions

Why markets often move before headlines (and why it matters)

How great advisors “coach the psychology,” not just the portfolio

The underrated power of compounding (and why many people still underuse it)

Why high earners often don’t spend enough to maximize life today

🎧 If you want clearer thinking, more disciplined investing, and fewer emotional money moves this episode is for you.

🔗 Learn more: makingsenseofyourmoney.com

#MakingSenseOfYourMoney #DanPascone #JustinDetray #BehavioralFinance #InvestingPsychology #WealthManagement #RecencyBias #AnchoringBias #FinancialPlanning #MarketVolatility #InvestorMindset #Wealthspire

Tailored Wealth is a marketing name used when offering advisory services, however advisory services are conducted exclusively through Sovereign Financial Group, Inc. Services are only offered to clients or prospective clients where Sovereign and its representatives are properly licensed or exempt from licensure.

In this milestone 50th episode of Making Sense of Your Money, Sebastian Hidalgo, founder of Dorindo and creator of the SWAT Sales Method, this explore the powerful overlap between tactical negotiation and modern B2B sales. With a background in psychological operations and hostage negotiation training, Sebastian reveals how empathy, authority, and strategic questions close deals faster without brute force pitching.

What You’ll Learn:

• Why “don’t pitch prescribe” is the new sales law
• How hostage negotiation rewires the way you sell
• The 3 psychological levers that drive decisions
• Why old-school sales methods (Sandler, Challenger) fall short today
• How to avoid triggering sales resistance and get prospects to open up
• The exact moment you’ve “earned the right to pitch”

Featuring: Dan Pascone & Sebastian Hidalgo

🎧 Ready to replace outdated sales tactics with modern influence strategies? Listen now and transform the way you close.

🔗 www.makingsenseofyourmoney.com

#MakingSensePodcast #DanPascone #SebastianHidalgo #SWATSales #SalesPsychology #HostageNegotiation #SalesMethodology #SalesInfluence #B2BSales #Dorindo #TailoredWealth #ModernSelling #SalesCoaching

Tailored Wealth is a marketing name used when offering advisory services, however advisory services are conducted exclusively through Sovereign Financial Group, Inc. Services are only offered to clients or prospective clients where Sovereign and its representatives are properly licensed or exempt from licensure.

In this high-impact episode of Making Sense of Your Money, Gabe Lullo, CEO of AlleyOop, unpack how founders and revenue leaders can build a predictable, high-performing outbound engine. From removing prospecting from your top closers plates to creating structure with SDRs, Gabe reveals how to unlock scale without burning out your team.

What You’ll Learn:

• Why your best closers shouldn’t be cold calling
• How to align SDRs to bridge the marketing and sales gap
• The “Alley-Oop” approach to consistent outbound success
• Why founder-led selling hits a ceiling and how to break through
• The math behind opportunity cost and prospecting ROI
• Scaling outbound while keeping brand voice and quality control

Featuring: Dan Pascone & Gabe Lullo

🎧 Ready to replace sales chaos with consistency? Tune in now and learn how the best teams build scalable revenue engines.

🔗 www.makingsenseofyourmoney.com

#MakingSensePodcast #DanPascone #GabeLullo #AlleyOop #SalesDevelopment #SDRStrategy #RevenueGrowth #OutboundSales #SalesProspecting #B2BSales #FoundersJourney #SalesLeadership #TailoredWealth

Tailored Wealth is a marketing name used when offering advisory services, however advisory services are conducted exclusively through Sovereign Financial Group, Inc. Services are only offered to clients or prospective clients where Sovereign and its representatives are properly licensed or exempt from licensure.

In this riveting episode of Making Sense of Your Money, financial advisor and mountaineer Chip Pyfer explore how facing death at 26,000 feet reshaped his perspective on money, purpose, and legacy. From risking it all in the Khumbu Icefall to guiding clients through the “death zones” of financial fear, Chip shares profound lessons on living intentionally on and off the mountain.

What You’ll Learn:

• The mindset shift from chasing summits to defining your “why”
• How fear in finance mirrors fear on the mountain and how to conquer both
• The importance of having a financial Sherpa (and how to find yours)
• A simple discovery framework to align your money with meaning
• What near-death experiences teach us about legacy, family, and fulfillment

Featuring: Dan Pascone & Chip Pyfer

🎧 Ready to rethink what wealth really means? Tune in now for a powerful conversation about fear, focus, and financial clarity. 🔗 www.makingsenseofyourmoney.com

#MakingSensePodcast #TailoredWealth #ChipPyfer #DanPascone #Wealthspire #ClimbYourMountain #EverestLessons #FinancialPlanning #LifePurpose #OvercomingFear #LegacyPlanning #FinancialSherpa #HighNetWorthInsights

Tailored Wealth is a marketing name used when offering advisory services, however advisory services are conducted exclusively through Sovereign Financial Group, Inc. Services are only offered to clients or prospective clients where Sovereign and its representatives are properly licensed or exempt from licensure.

In this episode of Making Sense of Your Money, Michelle Terpstra founder of Revenue Rascals and fractional CRO this unpack what sustainable high performance really looks like in today’s leadership landscape.

Michelle shares how to build autonomy, embed pleasure into your workflow, and why corporate cultures must evolve if they want to retain elite talent.

What You’ll Learn:

• Why autonomy is the value for high-performing sellers
• The dangers of hustle then rest and how to break the burnout loop
• How to retain top talent without endless perks or micromanagement
• Sustainable growth principles for scaling teams and revenue
• How your personal habits affect your long-term wealth and leadership impact

Featuring: Dan Pascone & Michelle Terpstra

🎧 Ready to scale smarter, not harder? Listen now and unlock your next level. 🔗www.makingsenseofyourmoney.com

#MakingSensePodcast #MichelleTerpstra #RevenueLeadership #HighPerformanceHabits #BurnoutRecovery #TailoredWealth #SalesLeadership #FractionalCRO #WorkLifeDesign #ScalingSustainably #DanPascone #WealthStrategy #FinancialFreedom

Tailored Wealth is a marketing name used when offering advisory services, however advisory services are conducted exclusively through Sovereign Financial Group, Inc. Services are only offered to clients or prospective clients where Sovereign and its representatives are properly licensed or exempt from licensure.

In this episode of Making Sense of Your Money, business exit strategist Evan Duke reveal what truly makes a company “sale-ready.” From customer concentration risk to over-reliance on the owner, this conversation breaks down the biggest mistakes founders make and how to fix them before it’s too late.

What You’ll Learn:

• When to start building your exit plan (hint: it’s not when you’re ready to sell)
• Why your business must run without you before a buyer ever signs
• How to identify and reduce valuation killers
• What earnouts really look like and how to maximize them
• Why post-sale planning is just as critical as the sale itself

Featuring: Dan Pascone & Evan Duke

🎧 Ready to exit on your terms? Don’t miss this episode.

🔗 www.makingsenseofyourmoney.com

#MakingSensePodcast #BusinessExit #TailoredWealth #DanPascone #EvanDuke #ExitPlanning #MergersAndAcquisitions #Earnouts #BusinessValuation #FounderLife #EntrepreneurExit #SuccessionPlanning #ExitStrategy #WealthStrategy #BusinessOwnerTips #CEOLife

Tailored Wealth is a marketing name used when offering advisory services, however advisory services are conducted exclusively through Sovereign Financial Group, Inc. Services are only offered to clients or prospective clients where Sovereign and its representatives are properly licensed or exempt from licensure.

In this episode of Making Sense of Your Money, Rob Burgess from Financial Planning Magazine this unpack the rise of AI in wealth management. From smarter CRMs to note-taking tools and portfolio automation, they explore what tech can (and can’t) replace and why human insight still reigns supreme.

What You’ll Learn:

• Why the best advisors are tech-enabled not tech-replaced
• The top tools transforming wealth management
• How financial firms are building smarter tech stacks
• Where clients draw the line on automation
• How AI can enhance, not replace, client connection

Featuring: Dan Pascone & Rob Burgess

🎧 Listen now to understand the future of financial advice and how to stay ahead.

🔗 www.makingsenseofyourmoney.com

#MakingSensePodcast #DanPascone #RobBurgess #FinancialAdvice #AIinFinance #Fintech #WealthTech #TailoredWealth #FutureOfAdvice #FinancialPlanning #AdvisorTools #FinancialInnovation #TechStack #CRMintegration

Tailored Wealth is a marketing name used when offering advisory services, however advisory services are conducted exclusively through Sovereign Financial Group, Inc. Services are only offered to clients or prospective clients where Sovereign and its representatives are properly licensed or exempt from licensure.

In this episode of Making Sense of Your Money, Kevin Bupp, real estate investor and principal at Sunrise Capital Investors, explore these often-ignored verticals and why they’re perfect for stable, long-term returns.

What You’ll Learn:

• Why mobile home parks offer unmatched cash flow consistency
• What makes parking garages a hidden gem in urban markets
• The key signs of a high-quality operator before you invest
• How to think like an investor even in overlooked sectors
• The single biggest mistake passive investors make in real estate

Featuring: Dan Pascone & Kevin Bupp

🎧 Learn how smart investors are building serious wealth by zigging where others zag.

🔗 www.makingsenseofyourmoney.com

#MakingSensePodcast #RealEstateInvesting #MobileHomeParks #ParkingInvestments #AlternativeInvestments #KevinBupp #DanPascone #PassiveIncome #CashFlowStrategies #TailoredWealth #HiddenGems #FinancialIndependence

Tailored Wealth is a marketing name used when offering advisory services, however advisory services are conducted exclusively through Sovereign Financial Group, Inc. Services are only offered to clients or prospective clients where Sovereign and its representatives are properly licensed or exempt from licensure.

In this heartfelt episode of Making Sense of Your Money, Shari Rash, founder of GWA Wealth and host of Everyone’s Talking Money, this explore how women and LGBTQ+ individuals can build financial confidence and clarity without the spreadsheet overwhelm.

What You’ll Learn:

• Why traditional financial advice often fails single women & LGBTQ+ clients
• How emotions not just math drive money decisions
• The myth of performance-based planning and what to do instead
• What “accidental millionaires” really need to hear
• How Shari uses conversation not charts to empower wealth

🧠 Featuring: Dan Pascone & Shari Rash

🎧 Tap in to reframe your relationship with money and lead with confidence.

🔗 www.makingsenseofyourmoney.com

#MakingSensePodcast #TailoredWealth #WomenAndMoney #LGBTQFinance #EmotionalSpending #ShariRash #GWAWealth #FinancialConfidence #MoneyMindset #EveryoneTalkingMoney #FinancialTherapy

Tailored Wealth is a marketing name used when offering advisory services, however advisory services are conducted exclusively through Sovereign Financial Group, Inc. Services are only offered to clients or prospective clients where Sovereign and its representatives are properly licensed or exempt from licensure.

Most ESG portfolios aren't what they seem and that misunderstanding could hurt your impact and your returns. In this episode, Peter Krull, Partner & Director of Sustainable Investing at Earth Equity Advisors, this break down what ESG really measures and how to invest with purpose, performance, and precision.

What You’ll Learn:

• What ESG actually measures (and doesn’t)
• The truth about “greenwashing” in funds
• Why sustainable, socially responsible, resilient
• How to spot true impact-driven portfolios
• Where biotech and infrastructure are creating growth
• The new SRI: Sustainable, Resilient, and Innovative

Featuring: Dan Pascone & Peter Krull

🧠 Want smarter investing insights? Get full access to the free content hub at www.makingsenseofyourmoney.com

#MakingSensePodcast #ESGInvesting #SustainableInvesting #PeterKrull #TailoredWealth #DanPascone #ImpactInvesting #GreenInvesting #FinancialFreedom #CleanEnergy #BiotechInvesting #InfrastructureInvesting

Tailored Wealth is a marketing name used when offering advisory services, however advisory services are conducted exclusively through Sovereign Financial Group, Inc. Services are only offered to clients or prospective clients where Sovereign and its representatives are properly licensed or exempt from licensure.

If you’re part of a family under 40, watching house prices skyrocket, wages lag, and debt pile up, this episode is for you. Rebecca Irey, founder of Blue Skye Financial, this dismantle the outdated financial playbook and reveal how young families can build real wealth with their own rules.

You’ll discover:

• Why the “save‑then‑retire” model no longer works and what replaces it
• How young families can build protection first, then leverage for wealth
• Strategies wealthy families use (but young households rarely hear)
• What executives & high‑earners should do today to reposition for tomorrow
• Concrete next steps for families who want to enjoy life and build legacy

Featuring: Dan Pascone & Rebecca Irey

🧠 Ready for a new wealth model? Visit → makingsenseofyourmoney.com

#MakingSensePodcast #BlueSkyeFinancial #RebeccaIrey #YoungFamilies #WealthBuilding #GenerationalWealth #FinancialEducation #TaxSmartPlanning #TailoredWealth #HighEarners

Tailored Wealth is a marketing name used when offering advisory services, however advisory services are conducted exclusively through Sovereign Financial Group, Inc. Services are only offered to clients or prospective clients where Sovereign and its representatives are properly licensed or exempt from licensure.

You’ll learn:

• How your financial products are (and aren’t) protected
• The loopholes in banking, lending, and investing fine print
• What every fintech startup should know before launch
• How the regulatory pendulum shifts between federal and state
• Smart steps consumers can take to protect themselves
  

Featuring: Dan Pascone & Chris Hilliard

🧠 Explore the full content hub → makingsenseofyourmoney.com

#MakingSensePodcast #ChrisHilliard #FinancialRegulation #FintechCompliance #WinnowSolutions #ConsumerProtection #MoneyRules #TailoredWealth #DanPascone #SmartMoneyMoves #RegTech #CFPB #FinancialLiteracy #BankingLaws

Tailored Wealth is a marketing name used when offering advisory services, however advisory services are conducted exclusively through Sovereign Financial Group, Inc. Services are only offered to clients or prospective clients where Sovereign and its representatives are properly licensed or exempt from licensure.

Ideal for: Entrepreneurs, high-income professionals, and real estate investors looking to leverage liquidity and build generational wealth on their terms.

Featuring: Dan Pascone & Hannah Kesler

🧠 Flip the script on your financial future, listen now.

🔗 makingsenseofyourmoney.com

#MakingSensePodcast #InfiniteBanking #TailoredWealth #HannahKesler #BeYourOwnBanker #WholeLifeInsurance #CashValue #MoneyMultiplier #TaxFreeGrowth #WealthStrategy #DanPascone

Tailored Wealth is a marketing name used when offering advisory services, however advisory services are conducted exclusively through Sovereign Financial Group, Inc. Services are only offered to clients or prospective clients where Sovereign and its representatives are properly licensed or exempt from licensure.

Melanie Davis, VP of Marketing & Development at City Team, shares a deeply personal and inspiring story of transformation—both her own and the lives of those served through City Team's mission. From supporting individuals overcoming addiction and homelessness to delivering programs in financial literacy and job readiness, City Team is creating real, generational change.

Melanie’s journey from personal recovery to nonprofit leadership proves that generosity isn’t just charity—it’s strategy. When giving aligns with your values, it becomes a source of purpose, healing, and impact—for both donor and recipient.

Ideal for: Business leaders, philanthropists, and mission-driven professionals who want to create lasting impact through giving.

Featuring: Dan Pascone & Melanie Davis

🧠 Rewire your wealth with purpose, listen now.
🔗 makingsenseofyourmoney.com

#MakingSensePodcast #Philanthropy #TailoredWealth #PurposeDrivenWealth #FinancialWellness #CityTeam #MelanieDavis #DonorAdvisedFunds #FaithBasedLeadership #WealthWithImpact

Tailored Wealth is a marketing name used when offering advisory services, however advisory services are conducted exclusively through Sovereign Financial Group, Inc. Services are only offered to clients or prospective clients where Sovereign and its representatives are properly licensed or exempt from licensure.

Ideal for: Entrepreneurs, founders, and business owners planning for growth, funding, or an eventual sale.

Featuring: Dan Pascone & Chris Poff

🧠 Make sense of your business and wealth strategy, tune in now.🔗 ⁠makingsenseofyourmoney.com⁠⁠

#MakingSensePodcast #ExitStrategy #BusinessGrowth #TailoredWealth #Entrepreneurship #SmallBusinessTips #AIinBusiness #FinancialPlanning

Tailored Wealth is a marketing name used when offering advisory services, however advisory services are conducted exclusively through Sovereign Financial Group, Inc. Services are only offered to clients or prospective clients where Sovereign and its representatives are properly licensed or exempt from licensure.

Ideal for: Tech founders, CFOs, investors, and M&A pros ready to tap into global capital and scale with precision.

Featuring: Dan Pascone & Aditya Sahai

🧠 Go beyond borders, listen now.
🔗 Start your wealth journey today: makingsenseofyourmoney.com

#MakingSensePodcast #CrossBorderDeals #PrivateMarkets #StartupFunding #TailoredWealth #MergersAndAcquisitions #GlobalCapital #TechFounders #AdityaSahai #DanPascone

Tailored Wealth is a marketing name used when offering advisory services, however advisory services are conducted exclusively through Sovereign Financial Group, Inc. Services are only offered to clients or prospective clients where Sovereign and its representatives are properly licensed or exempt from licensure.

Ideal for: CEOs, CFOs, HR leaders, and finance professionals ready to modernize their healthcare approach and protect the bottom line.

Featuring: Dan Pascone & Mark Karlie

🧠 Make smarter healthcare decisions for your business, listen now.

🔗 makingsenseofyourmoney.com

#MakingSensePodcast #GroupHealthBenefits #TailoredWealth #InsuranceStrategy #FinancialLeadership #EmployeeBenefits #HealthInsurance #BusinessStrategy #MarkKarlie #DanPascone

Tailored Wealth is a marketing name used when offering advisory services, however advisory services are conducted exclusively through Sovereign Financial Group, Inc. Services are only offered to clients or prospective clients where Sovereign and its representatives are properly licensed or exempt from licensure.

For executives watching capital markets, biotech investing, and long‑term innovation, understanding why drugs rarely make it from discovery to market is a competitive advantage. In this episode, Dan Pascone talks with Suzanne Vyvoda, founder of Concordia BioStrategies and seasoned biotech operator, to unpack the real economics and operational reality behind clinical trials, drug development, and what actually makes a program investable, even in a tight funding market.

In this episode you’ll learn:

• Why clinical trials are so expensive and why most never succeed
• How operational strategy separates winners from survivors
• What makes a biotech company investable beyond science alone
• How human behavior and real patients influence outcomes
• Lessons from a rapid ~$7B exit and how that shaped Suzanne’s approach
• Why bringing ops into strategy early can drive value and de‑risk capital
• Suzanne’s mission to mentor and invest in talented leaders, especially women, in life sciences

Whether you’re an investor, executive, founder, or leader evaluating long‑cycle innovation, this episode brings clarity, context, and strategy to a world often hidden behind jargon, volatility, and long timelines.

Featuring: Dan Pascone & Suzanne Vyvoda

🧠 Explore more insights:

www.makingsenseofyourmoney.com

#MakingSensePodcast #Biotech #ClinicalTrials #LifeSciences #DrugDevelopment #BiotechInvesting #Pharma #ConcordiaBioStrategies #SuzanneVyvoda #InnovationStrategy #HealthcareVC #OperationalExcellence #ExecutiveEducation #LongGameInvesting #TailoredWealth #DanPascone 

Tailored Wealth is a marketing name used when offering advisory services, however advisory services are conducted exclusively through Sovereign Financial Group, Inc. Services are only offered to clients or prospective clients where Sovereign and its representatives are properly licensed or exempt from licensure.

Ideal for: Executives, entrepreneurs, and advisors looking to build emotional resilience and gain deeper clarity around financial behavior.

Featuring: Dan Pascone & Nate Astle

🧠 Rewire your money mindset, listen now.

🔗 makingsenseofyourmoney.com

#MakingSensePodcast #MoneyPsychology #FinancialTherapy #TailoredWealth #WealthMindset #ExecutiveFinance #EmotionalIntelligence #FinancialWellness #NateAstle #DanPascone

Tailored Wealth is a marketing name used when offering advisory services, however advisory services are conducted exclusively through Sovereign Financial Group, Inc. Services are only offered to clients or prospective clients where Sovereign and its representatives are properly licensed or exempt from licensure.

Ideal for: High-income earners, real estate investors, and execs ready to scale smart, income-producing portfolios.

Featuring: Dan Pascone & Shawn Moore

🧠 Turn your vacation home into a financial engine, listen now.

🔗 Get more financial strategy for FREE: makingsenseofyourmoney.com

#MakingSensePodcast #ShortTermRentals #RealEstateInvesting #TailoredWealth #PassiveIncome #WealthBuilding #ShawnMoore #HybridRetirement #AirbnbStrategy

Tailored Wealth is a marketing name used when offering advisory services, however advisory services are conducted exclusively through Sovereign Financial Group, Inc. Services are only offered to clients or prospective clients where Sovereign and its representatives are properly licensed or exempt from licensure.

Ideal for: Investors, founders, VCs, and mission-driven leaders looking to align wealth with impact, without compromising growth.

Featuring: Dan Pascone & Helena Wasserman

🧠 Invest with purpose. Rethink ROI, listen now.
🔗 makingsenseofyourmoney.com

#MakingSensePodcast #SustainableInvesting #ClimateFinance #TailoredWealth #PrivateMarkets #ImpactInvesting #HelenaWasserman #FamilyOffice #MissionDrivenCapital #GreenCapital

Tailored Wealth is a marketing name used when offering advisory services, however advisory services are conducted exclusively through Sovereign Financial Group, Inc. Services are only offered to clients or prospective clients where Sovereign and its representatives are properly licensed or exempt from licensure.

Ideal for: Business owners, founders, and finance leaders managing $2M–$50M+ in revenue who want to optimize cash flow and scale smarter.

Featuring: Dan Pascone & Marko Glisic

🧠 Make your money work harder, listen now.

🔗 makingsenseofyourmoney.com

#MakingSensePodcast #TaxPlanning #CashFlow #TailoredWealth #BusinessStrategy #CFOInsights #FinancialOptimization #CPAAdvice #AccountingTips #MarkoGlisic #DanPascone

Tailored Wealth is a marketing name used when offering advisory services, however advisory services are conducted exclusively through Sovereign Financial Group, Inc. Services are only offered to clients or prospective clients where Sovereign and its representatives are properly licensed or exempt from licensure.

Ideal for: Founders, operators, and finance leaders running $1M–$100M+ companies who want to scale with clarity, speed, and profit.

Featuring: Dan Pascone & Rachel Phillips

🧠 Upgrade your financial leadership, listen now.

🔗 makingsenseofyourmoney.com

#MakingSensePodcast #FractionalCFO #TailoredWealth #AccountingStrategy #FinancialLeadership #FullyAccountable #OutsourcedAccounting #BusinessGrowth #DanPascone #RachelPhillips

Tailored Wealth is a marketing name used when offering advisory services, however advisory services are conducted exclusively through Sovereign Financial Group, Inc. Services are only offered to clients or prospective clients where Sovereign and its representatives are properly licensed or exempt from licensure.

Ideal for: Entrepreneurs, professionals, and anyone looking to elevate their brand and build authentic client relationships.

Featuring: Dan Pascone & Mark Kiran

🧠 Make sense of your business strategy, listen now.
🔗 makingsenseofyourmoney.com⁠

#MakingSensePodcast #Entrepreneurship #PersonalBranding #TailoredWealth #NicheMarketing #BusinessGrowth #TrustBasedMarketing

Tailored Wealth is a marketing name used when offering advisory services, however advisory services are conducted exclusively through Sovereign Financial Group, Inc. Services are only offered to clients or prospective clients where Sovereign and its representatives are properly licensed or exempt from licensure.

Ideal for: Retirees, high earners, HR professionals, and anyone looking to master Medicare before enrollment.

Featuring: Dan Pascone & Michele Campbell

🧠 Make smarter healthcare decisions, listen now.
🔗 makingsenseofyourmoney.com

#MakingSensePodcast #Medicare101 #RetirementPlanning #TailoredWealth #HealthcareCosts #FinancialEducation #MCInsuranceServices

Tailored Wealth is a marketing name used when offering advisory services, however advisory services are conducted exclusively through Sovereign Financial Group, Inc. Services are only offered to clients or prospective clients where Sovereign and its representatives are properly licensed or exempt from licensure.

Ideal for: Business owners, high-net-worth individuals, and professionals seeking financial clarity and long-term wealth preservation.

Featuring: Dan Pascone & Ashleigh White

🧠 Make sense of your money, listen now.
🔗 makingsenseofyourmoney.com

#MakingSensePodcast #WealthStrategy #TaxPlanning #TailoredWealth

Tailored Wealth is a marketing name used when offering advisory services, however advisory services are conducted exclusively through Sovereign Financial Group, Inc. Services are only offered to clients or prospective clients where Sovereign and its representatives are properly licensed or exempt from licensure.

You’ll learn:

• What QSBS is and how much tax‑free gain it can offer
• Why early planning is crucial before your shares gain value
• How Nevada & South Dakota trusts work to shield assets and reduce tax exposure
• What “qualified business stock space” means for founders, employees, and investors
• Real examples & strategies for getting started today

Featuring: Dan Pascone & Alessandro Chesser

🧠 Build your legacy, legally tax‑efficiently → ⁠makingsenseofyourmoney.com⁠

#MakingSensePodcast #QSBS #QualifiedSmallBusinessStock #TrustPlanning #AssetProtection #StartupFounders #Dynasty #TaxStrategy #TailoredWealth

Tailored Wealth is a marketing name used when offering advisory services, however advisory services are conducted exclusively through Sovereign Financial Group, Inc. Services are only offered to clients or prospective clients where Sovereign and its representatives are properly licensed or exempt from licensure.

Ideal for: Immigrant entrepreneurs, agency owners, and business leaders scaling with grit, strategy, and purpose.

Featuring: Dan Pascone & Saad Janjua

🧠 Learn how to build wealth and impact, tune in now.
🔗 makingsenseofyourmoney.com

#MakingSensePodcast #ImmigrantSuccess #InsuranceBusiness #TailoredWealth #Entrepreneurship #SmallBusinessGrowth #ServantLeadership #FinancialFreedom #DanPascone #SaadJanjua

Tailored Wealth is a marketing name used when offering advisory services, however advisory services are conducted exclusively through Sovereign Financial Group, Inc. Services are only offered to clients or prospective clients where Sovereign and its representatives are properly licensed or exempt from licensure.

Ideal for: Business owners, CPAs, and financial leaders navigating succession, AI disruption, and international complexity.

Featuring: Dan Pascone & Patrick Kempf

🧠 Expand your perspective and your planning, listen now.

🔗 makingsenseofyourmoney.com

#MakingSensePodcast #TaxStrategy #SuccessionPlanning #TailoredWealth #AIinAccounting #CPA #InternationalBusiness #AccountingLeadership #PatrickKempf #DanPascone

Tailored Wealth is a marketing name used when offering advisory services, however advisory services are conducted exclusively through Sovereign Financial Group, Inc. Services are only offered to clients or prospective clients where Sovereign and its representatives are properly licensed or exempt from licensure.

Ideal for: Professionals, executives, and founders looking to launch funds, back startups, or grow wealth outside the public market.

Featuring: Dan Pascone & Joseph Argiro

🧠 Learn how the new elite are growing their wealth, listen now. 🔗 makingsenseofyourmoney.com

#MakingSensePodcast #PrivateMarkets #AngelInvesting #TailoredWealth #VentureCapital #StartupFunding #IronKeyCapital #WealthStrategy #DanPascone

Tailored Wealth is a marketing name used when offering advisory services, however advisory services are conducted exclusively through Sovereign Financial Group, Inc. Services are only offered to clients or prospective clients where Sovereign and its representatives are properly licensed or exempt from licensure.

Ideal for: Executives, entrepreneurs, and frequent travelers who want to take full control of their rewards before they expire or devalue.

Featuring: Dan Pascone & John Taylor Garner

🧠 Unlock smarter travel. Control your rewards, listen now.

🔗 makingsenseofyourmoney.com

#MakingSensePodcast #TravelRewards #RewardStrategy #Odynn #AmexPoints #ChasePoints #LuxuryTravel #TailoredWealth #PointsHacking #LoyaltyTech

Tailored Wealth is a marketing name used when offering advisory services, however advisory services are conducted exclusively through Sovereign Financial Group, Inc. Services are only offered to clients or prospective clients where Sovereign and its representatives are properly licensed or exempt from licensure.

Ideal for: Executives, professionals, and HR leaders ready to turn their benefits package into a wealth-building machine.

Featuring: Dan Pascone & Kathy Mychajluk

🧠 Discover the power of your invisible paycheck, listen now.
🔗 makingsenseofyourmoney.com

#MakingSensePodcast #EmployeeBenefits #InvisiblePaycheck #TailoredWealth #FinancialWellness #Roth401k #RetirementStrategy #KathyMychajluk #WealthOptimization #SmartCompensation #OpenEnrollment

Tailored Wealth is a marketing name used when offering advisory services, however advisory services are conducted exclusively through Sovereign Financial Group, Inc. Services are only offered to clients or prospective clients where Sovereign and its representatives are properly licensed or exempt from licensure.

Ideal for: Business owners, fintech enthusiasts, CFOs, and anyone obsessed with solving cash flow challenges or scaling smarter.

Featuring: Dan Pascone & Andi Pereira

🧠 Reimagine working capital, listen now.

🔗 makingsenseofyourmoney.com

#MakingSensePodcast #Fintech #WorkingCapital #TailoredWealth #BuyNowPayLater #SMBFinance #CashFlowSolutions #ReceivablesStrategy #AndiPereira #CapitalFintech #SmartMoneyMoves

Tailored Wealth is a marketing name used when offering advisory services, however advisory services are conducted exclusively through Sovereign Financial Group, Inc. Services are only offered to clients or prospective clients where Sovereign and its representatives are properly licensed or exempt from licensure.

Fractional investing is opening the vault to iconic assets once reserved for the ultra-wealthy. Rob Petrozzo, Co-Founder & CPO of Rally, breaks down how everyday investors are now buying into rare collectibles—from classic cars and sneakers to fine art and sports memorabilia. Learn how emotional connection, cultural relevance, and smart diversification are converging in this emerging asset class.

Ideal for: Investors, advisors, and executives rethinking traditional portfolios and seeking high-growth, alternative assets.

Featuring: Dan Pascone & Rob Petrozzo

🧠 Diversify beyond the stock market, listen now.

🔗 Learn what the wealthy already know: makingsenseofyourmoney.com

#MakingSensePodcast #AlternativeInvestments #TailoredWealth #FractionalOwnership #WealthStrategy #Collectibles #RallyRd #RobPetrozzo #DanPascone #PortfolioDiversification

Tailored Wealth is a marketing name used when offering advisory services, however advisory services are conducted exclusively through Sovereign Financial Group, Inc. Services are only offered to clients or prospective clients where Sovereign and its representatives are properly licensed or exempt from licensure.

Ideal for: CROs, CEOs, and sales execs aiming to scale smarter, optimize comp plans, and drive long-term growth.

Featuring: Dan Pascone & Kyle Smith

🧠 Fix the plan. Fund the future , listen now.
🔗 Get more financial strategy for FREE: makingsenseofyourmoney.com

#MakingSensePodcast #SalesLeadership #B2BTech #TailoredWealth #CompensationStrategy #RevenueGrowth #KyleSmith #DanPascone #StartupScaling #EquityPlanning

Tailored Wealth is a marketing name used when offering advisory services, however advisory services are conducted exclusively through Sovereign Financial Group, Inc. Services are only offered to clients or prospective clients where Sovereign and its representatives are properly licensed or exempt from licensure.

Marine veteran and serial entrepreneur Cody Hall, founder of Tele-helping, joins the show to share how post-exit wealth strategy, intentional risk, and values-based decision-making shaped his financial life.

Covered in this episode:

• Managing wealth post-exit: liquidity, trusts, and tax strategy
• Diversifying across real estate, equities, and strategic equity investments
• Transforming a virtual assistant staffing business into a consulting model
• Balancing high income, personal values, and long-term financial control
• Why putting impact over growth changed everything

Perfect for founders, investors, and anyone redefining success on their own terms.

Ideal for: Founders, investors, and high-income professionals redefining success beyond the spreadsheet.

Featuring: Dan Pascone & Cody Hall

🧠 Build a life you don’t need to escape from, listen now.
🔗 makingsenseofyourmoney.com

#Telehelping #VeteranEntrepreneur #FinancialClarity #PodcastEP24 #DanPascone

Tailored Wealth is a marketing name used when offering advisory services, however advisory services are conducted exclusively through Sovereign Financial Group, Inc. Services are only offered to clients or prospective clients where Sovereign and its representatives are properly licensed or exempt from licensure.

Ideal for: Entrepreneurs, lawyers, and business owners aiming to differentiate and scale with intention.

Featuring: Dan Pascone & Mark Kiran

🧠 Learn to stand out and scale up, listen now.
🔗 makingsenseofyourmoney.com⁠

#MakingSensePodcast #BusinessGrowth #PersonalBranding #TailoredWealth #LegalMarketing #Entrepreneurship #HiringStrategy #DigitalMarketing #ClientTrust

Tailored Wealth is a marketing name used when offering advisory services, however advisory services are conducted exclusively through Sovereign Financial Group, Inc. Services are only offered to clients or prospective clients where Sovereign and its representatives are properly licensed or exempt from licensure.

Ideal for: Insurance pros, financial advisors, and entrepreneurs seeking sustainable income and client-centric growth.

Featuring: Dan Pascone & Rosie Paulsen

🧠 Learn how to grow wealth through purpose-driven business, listen now.
🔗 makingsenseofyourmoney.com⁠

#MakingSensePodcast #MedicareInsurance #PassiveIncome #TailoredWealth #Entrepreneurship #FinancialStrategy #ClientRetention #WealthBuilding

Tailored Wealth is a marketing name used when offering advisory services, however advisory services are conducted exclusively through Sovereign Financial Group, Inc. Services are only offered to clients or prospective clients where Sovereign and its representatives are properly licensed or exempt from licensure.

Ideal for: Attorneys, law firm leaders, and professionals ready to embrace automation and scale smarter.

Featuring: Dan Pascone & Dorna Moini

🧠 Automate, elevate, and grow, listen now.
🔗 makingsenseofyourmoney.com⁠

#MakingSensePodcast #LegalTech #LawFirmAutomation #TailoredWealth #LegalInnovation #AttorneyTools #ClientExperience #LegalEfficiency #FinancialStrategy

Tailored Wealth is a marketing name used when offering advisory services, however advisory services are conducted exclusively through Sovereign Financial Group, Inc. Services are only offered to clients or prospective clients where Sovereign and its representatives are properly licensed or exempt from licensure.

In this episode, James Gorzynski, CEO of Certified Exit Planners, discuss how to exit on your terms by aligning your finances, business operations, and personal goals years in advance.Learn how to:1. Time your exit for maximum leverage2. Avoid owner-dependency pitfalls that kill valuations3. Structure for recurring revenue and stronger multiples4. Build a business that runs without youIf you’re a business owner eyeing an exit in the next 2–10 years, or simply want to increase business value, this episode is your roadmap.

Featuring: Dan PAscone and James Gorzynski

🧠 Start making smarter moves with your money, watch now.
🔗 makingsenseofyourmoney.com

#exitplanning #exitstrategy #businessvaluation #successionplanning #sellmybusiness #businessowner #planningahead #businessgrowth

Tailored Wealth is a marketing name used when offering advisory services, however advisory services are conducted exclusively through Sovereign Financial Group, Inc. Services are only offered to clients or prospective clients where Sovereign and its representatives are properly licensed or exempt from licensure.

In this episode, Joseph Gradante, CEO of Alio Capital, explores how artificial intelligence and macro investing are transforming the way savvy investors build wealth. From behavior-led UX to risk parity strategies and institutional-grade tools, Joseph breaks down how Alio is empowering retail investors with a model once reserved for billion-dollar funds. If you’re tired of outdated approaches, this is your window into the future of wealth strategy.

Ideal for: Tech-savvy professionals, investors, and business leaders who want to break free from outdated models and build wealth with smarter tools and a global perspective.

Featuring: Dan Pascone & Joseph Gradante

🧠 Master macro strategy with AI, listen now.

🔗 makingsenseofyourmoney.com

#MakingSensePodcast #MacroInvesting #AIInvesting #TailoredWealth #RiskParity #FintechInnovation #SmartWealth #JosephGradante #AlioCapital #PortfolioStrategy #FinancialIndependence

Tailored Wealth is a marketing name used when offering advisory services, however advisory services are conducted exclusively through Sovereign Financial Group, Inc. Services are only offered to clients or prospective clients where Sovereign and its representatives are properly licensed or exempt from licensure.

The ultra-wealthy aren't flipping houses or chasing rent checks—they're building wealth through syndications that offer scale, tax efficiency, and passive income.

Discover:

• Why the wealthy ditch rentals for real estate syndications
• How to access institutional deals as an accredited investor
• The power of partnerships (and what to watch out for)
• Where syndications fit in your long-term wealth plan
• What smart LPs look for before wiring a dollar

Featuring: Dan Pascone & Lane Kawaoka

 🧠 Learn how high net worth investors scale wealth through real estate →
  www.makingsenseofyourmoney.com

#MakingSensePodcast #RealEstateSyndication #PassiveIncome #AlternativeInvestments #LaneKawaoka #DanPascone #TailoredWealth #WealthElevator #FinancialFreedom #AccreditedInvestor #SmartInvesting

Tailored Wealth is a marketing name used when offering advisory services, however advisory services are conducted exclusively through Sovereign Financial Group, Inc. Services are only offered to clients or prospective clients where Sovereign and its representatives are properly licensed or exempt from licensure.

Ideal for: Soon-to-be retirees, caregivers, and professionals wanting to make smarter Medicare choices.

Featuring: Dan Pascone & Tom Caress

🧠 Make sense of your money and healthcare, tune in now.
🔗 makingsenseofyourmoney.com⁠

#MakingSensePodcast #MedicareAdvice #HealthcarePlanning #TailoredWealth #RetirementReady

Tailored Wealth is a marketing name used when offering advisory services, however advisory services are conducted exclusively through Sovereign Financial Group, Inc. Services are only offered to clients or prospective clients where Sovereign and its representatives are properly licensed or exempt from licensure.

Ideal for: CEOs, CFOs, HR leaders, and business owners looking for smarter healthcare solutions.

Featuring: Dan Pascone & Mark Fox

🧠 Make sense of your healthcare strategy, listen now.
🔗 makingsenseofyourmoney.com

#MakingSensePodcast #EmployeeBenefits #HealthcareStrategy #TailoredWealth #CBGHealthPlans #BusinessSavings

Tailored Wealth is a marketing name used when offering advisory services, however advisory services are conducted exclusively through Sovereign Financial Group, Inc. Services are only offered to clients or prospective clients where Sovereign and its representatives are properly licensed or exempt from licensure.

In this episode, Karl Strube, CPA, founder of Strube CPA, who specializes in helping high earners and tech professionals navigate the tax minefield of stock options, RSUs, ESPPs, and private equity comp.

You’ll learn:

• What tax forms you must track (and where to find them)
• Why RSUs are often misunderstood and poorly managed
• Strategies to diversify stock holdings without triggering huge taxes
• How to handle private company tender offers the right way
• The emotional and financial weight of equity comp—and how to balance both

Whether you're at a startup or a public company, this is your roadmap to smarter planning and bigger outcomes.

Featuring: Dan Pascone & Karl Strube🧠 Take control of your stock comp now → ⁠makingsenseofyourmoney.com⁠

#MakingSensePodcast #EquityCompensation #RSUs #ISOs #TaxStrategy #StockOptions #TailoredWealth #KarlStrube #DanPascone

Tailored Wealth is a marketing name used when offering advisory services, however advisory services are conducted exclusively through Sovereign Financial Group, Inc. Services are only offered to clients or prospective clients where Sovereign and its representatives are properly licensed or exempt from licensure.

Many companies double in revenue but collapse from within, all because their leaders don't understand cash flow. In this episode, Dan Pascone is joined by Michael Higgins, founder of Mindful Finance, to expose the hidden risk threatening fast-growing businesses: financial illiteracy among non-financial leaders.

Discover:

• Why even profitable companies can suddenly run out of cash
• The cost of “financial phobia” in mid-level and senior management
• How to train your team to think like owners — and make smarter decisions
• The ROI of financial training that shows up on the P&L
• A simple way to equip managers with clarity and confidence using real company data

If you're scaling a business or leading a team, this episode is a must-listen for protecting your future and multiplying value from the inside out.

Featuring: Dan Pascone & Michael Higgins

🧠 Explore more insights: www.makingsenseofyourmoney.com

#MakingSensePodcast #TailoredWealth #CashFlowMatters #BusinessFinance #FinancialLiteracy #ScalingSmart #DanPascone #MichaelHiggins #MindfulFinance #BusinessGrowth #MiddleManagement #CompanyCashFlow #FinancialTraining #Entrepreneurship #SmallBusinessSuccess #BusinessLeadership 

Tailored Wealth is a marketing name used when offering advisory services, however advisory services are conducted exclusively through Sovereign Financial Group, Inc. Services are only offered to clients or prospective clients where Sovereign and its representatives are properly licensed or exempt from licensure.

Ideal for: High earners, collectors, crypto investors, and business owners looking to diversify with high-performing alternative assets.

Featuring: Dan Pascone & Erich Wolters

🧠 Rethink what’s really on your wrist. Listen now.

🔗 ⁠makingsenseofyourmoney.com

⁠

#MakingSensePodcast #LuxuryWatches #AlternativeAssets #ErichWolters #TailoredWealth #RolexDaytona #WealthStrategy #WatchCollector #DanPascone #StoreOfValue #TimelySoles #AssetProtection #SmartMoneyMoves

Tailored Wealth is a marketing name used when offering advisory services, however advisory services are conducted exclusively through Sovereign Financial Group, Inc. Services are only offered to clients or prospective clients where Sovereign and its representatives are properly licensed or exempt from licensure.

In this episode, Adam Crawford, Head of Revenue at Candor, to demystify 10b5‑1 trading plans, a powerful tool for executives and public-company employees looking to offload company stock without triggering insider trading violations.

Learn how these pre-scheduled contracts:

• Enable automated RSU and ESPP sales
• Avoid common tax pitfalls via lot-level optimization
• Extend 10b5‑1 access beyond the C-suite
• Give executives freedom and flexibility across the full calendar year
  

Featuring: Dan Pascone & Adam Crawford

🧠 Smarter strategies start here → ⁠makingsenseofyourmoney.com⁠

#MakingSensePodcast #ExecutiveCompensation #RSUs #10b5Plan #StockSales #FinancialFreedom #TailoredWealth #AdamCrawford #DanPascone

Tailored Wealth is a marketing name used when offering advisory services, however advisory services are conducted exclusively through Sovereign Financial Group, Inc. Services are only offered to clients or prospective clients where Sovereign and its representatives are properly licensed or exempt from licensure.

Ideal for: Founders, CEOs transitioning to leadership, and high-achievers scaling their teams and organizations.

Featuring: Dan Pascone & Jay Doran

🧠 Rethink the power of your workplace culture, watch now.

🔗 ⁠makingsenseofyourmoney.com

#MakingSensePodcast #CultureMatters #Leadership #BusinessCulture #JayDoran #TailoredWealth #ProfitThroughPeople #OrganizationalGrowth #DanPascone

Tailored Wealth is a marketing name used when offering advisory services, however advisory services are conducted exclusively through Sovereign Financial Group, Inc. Services are only offered to clients or prospective clients where Sovereign and its representatives are properly licensed or exempt from licensure.

 Executives and founders aren’t just navigating markets, they’re navigating meaningful change in economy, technology, leadership, and identity. In this episode, Dan Pascone sits down with Ashley Mosaic, human‑centered futurist, to explore how emotional intelligence, foresight, and values alignment are shaping the future of wealth and leadership, and why intentional clarity may be your biggest financial advantage.

You’ll learn:

• Why future success isn’t just about data, it’s about human sensibilities
• How leaders can decode trends instead of react to headlines
• The role of curiosity and beginner’s mindset in spotting opportunities
• How emotional intelligence and self‑clarity become an investment edge
• How aligning values with money helps you make confident decisions
• What leaders should focus on today to build wealth with purpose

Whether you’re scaling your business, investing with intention, or leading teams into an uncertain future, this conversation brings clarity, strategy, and human nuance to what comes next.

Featuring: Dan Pascone & Ashley Mosaic

🧠 Explore more insights: www.makingsenseofyourmoney.com

#MakingSensePodcast #AshleyMosaic #HumanCenteredFuturist #LeadershipDevelopment #WealthWithPurpose #ValuesDrivenFinance #FutureOfWork #EmotionalIntelligence #BusinessStrategy #ExecutiveCoaching #IntentionalLiving #DecodeWhatsNext #TailoredWealth #DanPascone #ForesightThinking #MindsetMatters 

Tailored Wealth is a marketing name used when offering advisory services, however advisory services are conducted exclusively through Sovereign Financial Group, Inc. Services are only offered to clients or prospective clients where Sovereign and its representatives are properly licensed or exempt from licensure.

Ideal for: High-income professionals, estate planners, and anyone curious about making insurance work as part of a long-term financial strategy.

Featuring: Dan Pascone & Dan Wice

🧠 Demystify insurance. Build smarter wealth, listen now.
🔗 makingsenseofyourmoney.com

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Tailored Wealth is a marketing name used when offering advisory services, however advisory services are conducted exclusively through Sovereign Financial Group, Inc. Services are only offered to clients or prospective clients where Sovereign and its representatives are properly licensed or exempt from licensure.