The Deep Wealth Podcast - Unlock Your Deep Wealth—In Business and Life

Send us a text“Reject the myth just in time preparation for your liquidity event by preparing today. In the process you can unlock a rich and thriving legacy and financial freedom.” -Jeffrey FeldbergIn this episode of the Deep Wealth Podcast, 9-figure post-exit entrepreneur Jeffrey Feldberg reveals the dangers of procrastinating preparation for a liquidity event. Entrepreneurs often falsely believe they have ample time and choose to prioritize immediate business concerns over long-term exit strategies. This mindset is debunked as a myth that can significantly diminish enterprise value, pose legal and tax risks, and ultimately impact personal health and relationships adversely. Through a detailed examination, listeners are guided on the importance of early and strategic preparation to avoid 'exit wounds,' leveraging insights from the host's personal experience and the Deep Wealth Mastery Program. 01:17 The Embanet Journey: From Seven to Nine Figures02:17 Deep Wealth Mastery: Transforming Businesses and Lives09:09 Deal Fatigue: The Silent Deal Killer14:51 Maintaining Control: Steering Your Liquidity Event26:07 The Deep Wealth Methodology: A Strategic Advantage31:13 The Emotional and Financial Toll of Poor Preparation36:41 Tax Optimization: An Overlooked Aspect of Liquidity Events40:00 Legal and Compliance Risks: The Silent Threats45:24 A Call to Action: The Importance of Immediate PreparationClick here to subscribe to The Deep Wealth Podcast to save time and effort.SELECTED LINKS FOR THIS EPISODELearn More About Deep Wealth MasteryFREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)Unlock Your Lucrative Exit and Secure Your Legacy 🚀 Ready to maximize your business's value for a successful exit? The Deep Wealth Podcast is your ultimate resource to extract deep wealth and master the strategies that led our founders to a 9-figure exit. 👉 Start Your Journey Game-Changing Exit 👈 Exclusive Resources for Your Success: 🏆 Client Testimonials 🗺️ Deep Wealth Strategy Map 🎧 Subscribe to The Deep Wealth Podcast 📘 Free eBook: "From a 7-Figure Offer to a 9-Figure Exit" 📞 Book Your FREE Strategy Call 💡 Have questions about maximizing your exit? Click here to have them answered on our podcast! 🎯 Your Opinion Matters—Help Improve Our Podcast by taking our Quick Survey 🙏 💬 Love our content? Leave a review to help us keep delivering top-tier insights for your business success! ⭐

Send us a text“Stay the course.” -Alejandra SantosIn this episode of the Deep Wealth Podcast, host Jeffrey welcomes Alejandra Santos, founder and CEO of Startup Tandem. Santos shares her inspiring journey from arriving in Miami at 17 from Honduras to earning her executive master's degree and becoming a successful entrepreneur. She discusses the importance of mindset, de-risking your business, the significance of cash flow, and building a business that can either be passed on or successfully exited. Furthermore, the episode covers the impact of culture on a business's value, the importance of having a good work ethic, and the difference between financial management for tax purposes versus investor appeal. 04:42 Entrepreneurial Lessons from Alejandra's Childhood08:02 Alejandra's Business Philosophy: Creating Value and Mindset Shifts14:00 Alejandra's Strategies for Business Growth and Value Creation19:31 The Critical Difference Between CFOs and Bookkeepers21:00 Common Financial Mistakes in Businesses24:32 Transforming Toxic Work Environments25:58 Comprehensive Business Consulting Approach27:41 De-risking Strategies for Businesses31:13 The Power of Fun and Creativity in Business35:19 Final Thoughts and Advice for EntrepreneursClick here to subscribe to The Deep Wealth Podcast to save time and effort.SELECTED LINKS FOR THIS EPISODEStartup TandemAlejandra Santos M. | LinkedInLearn More About Deep Wealth MasteryFREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)Unlock Your Lucrative Exit and Secure Your Legacy 🚀 Ready to maximize your business's value for a successful exit? The Deep Wealth Podcast is your ultimate resource to extract deep wealth and master the strategies that led our founders to a 9-figure exit. 👉 Start Your Journey Game-Changing Exit 👈 Exclusive Resources for Your Success: 🏆 Client Testimonials 🗺️ Deep Wealth Strategy Map 🎧 Subscribe to The Deep Wealth Podcast 📘 Free eBook: "From a 7-Figure Offer to a 9-Figure Exit" 📞 Book Your FREE Strategy Call 💡 Have questions about maximizing your exit? Click here to have them answered on our podcast! 🎯 Your Opinion Matters—Help Improve Our Podcast by taking our Quick Survey 🙏 💬 Love our content? Leave a review to help us keep delivering top-tier insights for your business success! ⭐

Send us a text“Schedule what’s important.” -Mark AnthonyThis podcast episode features Mark Anthony, an accomplished international speaker and business advisor, who shares his entrepreneurial journey and strategies for success. He also introduces the Deep Wealth Mastery Program, highlighting how it helps entrepreneurs prepare for liquidity events and optimize post-exit life. The episode covers Mark's book 'Join the Seven Figure Club', which outlines seven pillars for business success, including mindset, accountability, sales, marketing, customer service, negotiation, and getting your life back. 02:59 Mark's Entrepreneurial Journey: Building Success from Scratch13:33 Accountability and Sales: Driving Business Success20:51 Marketing Strategies That Work: Beyond Social Media24:07 Scaling Your Business: Insights and Strategies27:44 Unlocking the Secret Sauce of Customer Service30:23 Mastering Negotiation: Techniques for Success34:37 Achieving Work-Life Balance Through Effective Processes38:00 Prioritizing for Impact: A Strategy for SuccessClick here to subscribe to The Deep Wealth Podcast to save time and effort.SELECTED LINKS FOR THIS EPISODEMark Anthony High Performance | InstagramMark Anthony | LinkedInBook: Join the 7 Figure Club: Build Your Business, Double Profits & Get Your Life BackLearn More About Deep Wealth MasteryFREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)Unlock Your Lucrative Exit and Secure Your Legacy 🚀 Ready to maximize your business's value for a successful exit? The Deep Wealth Podcast is your ultimate resource to extract deep wealth and master the strategies that led our founders to a 9-figure exit. 👉 Start Your Journey Game-Changing Exit 👈 Exclusive Resources for Your Success: 🏆 Client Testimonials 🗺️ Deep Wealth Strategy Map 🎧 Subscribe to The Deep Wealth Podcast 📘 Free eBook: "From a 7-Figure Offer to a 9-Figure Exit" 📞 Book Your FREE Strategy Call 💡 Have questions about maximizing your exit? Click here to have them answered on our podcast! 🎯 Your Opinion Matters—Help Improve Our Podcast by taking our Quick Survey 🙏 💬 Love our content? Leave a review to help us keep delivering top-tier insights for your business success! ⭐

Send us a text“Use it or lose it.” -Alexander LaddTransforming Finance and Leveraging AI for Business Success with Alexander LaddIn this episode, Alexander Ladd, CEO of Mindstream Analytics, discusses his journey from starting his company during the economic downturn in 2008 to becoming a leader in financial software systems and analytics. Ladd emphasizes the importance of maintaining a strong company culture for success and the pitfalls of reliance on manual systems like Excel for financial management. The episode also covers the advantages of leveraging technology, specifically AI and machine learning, to automate and improve financial processes, thereby freeing up valuable time for strategic decision-making. Additionally, the episode touches on the Deep Wealth Mastery Program and its impact on business owners' success in maximizing their financial outcomes.00:00 Meet Alexander Ladd: A Tech Innovator's Journey00:32 Deep Wealth Mastery: Transforming Careers and Lives06:40 The Power of Culture in Business Success09:50 Mindstream's Mission: Revolutionizing Finance17:08 The Rule of 40: A Key Metric for Business Growth23:06 Rethinking Business Analysis and Strategy23:24 The Power of Deep Dive Analysis in Business23:53 Tailoring Solutions for Businesses of All Sizes26:20 Leveraging AI and Machine Learning in Finance29:33 Predictions and Future Trends in AI for Finance34:29 Practical Advice for Businesses Today38:54 Personal Insights and the Importance of Multilingualism42:25 Wrapping Up: The Impact of Technology on BusinessClick here to subscribe to The Deep Wealth Podcast to save time and effort.SELECTED LINKS FOR THIS EPISODEMindStream AnalyticsAlexander Ladd - MindStream Analytics | LinkedInUnlock Your Lucrative Exit and Secure Your Legacy 🚀 Ready to maximize your business's value for a successful exit? The Deep Wealth Podcast is your ultimate resource to extract deep wealth and master the strategies that led our founders to a 9-figure exit. 👉 Start Your Journey Game-Changing Exit 👈 Exclusive Resources for Your Success: 🏆 Client Testimonials 🗺️ Deep Wealth Strategy Map 🎧 Subscribe to The Deep Wealth Podcast 📘 Free eBook: "From a 7-Figure Offer to a 9-Figure Exit" 📞 Book Your FREE Strategy Call 💡 Have questions about maximizing your exit? Click here to have them answered on our podcast! 🎯 Your Opinion Matters—Help Improve Our Podcast by taking our Quick Survey 🙏 💬 Love our content? Leave a review to help us keep delivering top-tier insights for your business success! ⭐

Send us a text“It’s not that serious.” -Elle O'FlahertyUnlocking Potential: The Power of ADHD in Business and Personal GrowthThis episode features Elle O'Flaherty, a former litigator turned productivity and performance optimization speaker who specializes in executive coaching for professionals with ADHD. Elle shares her journey from practicing law to founding Interlaced Solutions, highlighting her personal experience with ADHD and how it has shaped her coaching methods. The discussion includes insights on the misconceptions around ADHD, the unique strengths it brings to business and creativity, and practical advice for both individuals and companies on harnessing these abilities for success. 04:27 The Journey from Litigation to Coaching: Elle's Personal Story09:52 Understanding ADHD in the Professional World17:32 Creating an ADHD-Friendly Workplace: Strategies and Benefits26:16 The Impact of ADHD on Creativity and Business Success29:59 The Comprehensive Approach to ADHD Coaching33:58 Changing the Narrative: The True Potential of ADHD44:03 A Heartfelt Conclusion: Embracing New BeginningsClick here to subscribe to The Deep Wealth Podcast to save time and effort.SELECTED LINKS FOR THIS EPISODEwww.interlacesolutions.comElle O'Flaherty (@elleoflaherty) • Instagram Elle O'Flaherty, JD, PCC, ACCG, CCSP, CPRW - Interlace Solutions | LinkedInLearn More About Deep Wealth MasteryFREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)Unlock Your Lucrative Exit and Secure Your Legacy 🚀 Ready to maximize your business's value for a successful exit? The Deep Wealth Podcast is your ultimate resource to extract deep wealth and master the strategies that led our founders to a 9-figure exit. 👉 Start Your Journey Game-Changing Exit 👈 Exclusive Resources for Your Success: 🏆 Client Testimonials 🗺️ Deep Wealth Strategy Map 🎧 Subscribe to The Deep Wealth Podcast 📘 Free eBook: "From a 7-Figure Offer to a 9-Figure Exit" 📞 Book Your FREE Strategy Call 💡 Have questions about maximizing your exit? Click here to have them answered on our podcast! 🎯 Your Opinion Matters—Help Improve Our Podcast by taking our Quick Survey 🙏 💬 Love our content? Leave a review to help us keep delivering top-tier insights for your business success! ⭐

Send us a text“Be open, be adventurous, and enjoy the journey.” -Greg MartinJourney to Success: Insights from Greg Martin and the Power of M&AThis podcast episode features Greg Martin, a founding team member at Origin Merchant Partners specializing in mergers and acquisitions, and an expert in the hospitality industry. Greg shares his career journey, from starting a multi-faceted hospitality business to venturing back into investment banking, and how he came to host the Lifetime at Work Podcast to delve into people's career journeys. 03:08 Greg's Journey: Investment Banking, Entrepreneurship, and Podcasting09:31 Preparing for a Liquidity Event: Strategies and Advice19:35 The Role of AI in M&A and the Future of Deal-Making24:02 Finding the Right Fit: Origin's Approach to M&A32:32 Advice for Leaders: Enhancing Team Dynamics35:58 Personal Insights and Final ThoughtsClick here to subscribe to The Deep Wealth Podcast to save time and effort.SELECTED LINKS FOR THIS EPISODELifetime at Work: Career Advice PodcastPodcast: Lifetime at Work: Career Advice Podcast Greg MartinGreg Martin | InstagramGreg Martin | FacebookGreg Martin - Origin Merchant Partners | LinkedInLearn More About Deep Wealth MasteryFREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)Unlock Your Lucrative Exit and Secure Your Legacy 🚀 Ready to maximize your business's value for a successful exit? The Deep Wealth Podcast is your ultimate resource to extract deep wealth and master the strategies that led our founders to a 9-figure exit. 👉 Start Your Journey Game-Changing Exit 👈 Exclusive Resources for Your Success: 🏆 Client Testimonials 🗺️ Deep Wealth Strategy Map 🎧 Subscribe to The Deep Wealth Podcast 📘 Free eBook: "From a 7-Figure Offer to a 9-Figure Exit" 📞 Book Your FREE Strategy Call 💡 Have questions about maximizing your exit? Click here to have them answered on our podcast! 🎯 Your Opinion Matters—Help Improve Our Podcast by taking our Quick Survey 🙏 💬 Love our content? Leave a review to help us keep delivering top-tier insights for your business success! ⭐

Send us a text“Put everything you can in real estate.” -Beau ButtonIn this episode of the Deep Wealth Podcast, serial entrepreneur Beau Button shares his journey from a curious child fascinated by electronics to the founder of Atlas Realty, Inc., transitioning from government consulting to mobile gaming and virtual real estate. The podcast also highlights testimonials from the Deep Wealth Mastery Program, emphasizing its value to business owners. Beau discusses his early interest in software development, his career trajectory, and the evolution of his company, Cerberus Interactive, into Atlas Realty, focusing on location-based gaming and the development of Atlas Earth. 02:31 The Genesis of Beau Button's Curiosity and Entrepreneurial Spirit04:06 From Software Development to the Gaming Industry: Beau's Pivot06:07 Exploring the Metaverse with Atlas Earth15:25 Consumer Engagement and the Future of Virtual Transactions18:12 The Business Model Behind Atlas Earth and Virtual Real Estate27:52 The Potential and Future of the Metaverse for Businesses36:16 Beau's Personal Insights and Advice for Aspiring Entrepreneurs40:05 Beau's Time-travel Advice to His Younger SelfClick here to subscribe to The Deep Wealth Podcast to save time and effort.SELECTED LINKS FOR THIS EPISODEAtlas RealityAtlas Earth (@AtlasEarthApp) / XBeau Button - Atlas Reality, Inc. | LinkedInLearn More About Deep Wealth MasteryFREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)Unlock Your Lucrative Exit and Secure Your Legacy 🚀 Ready to maximize your business's value for a successful exit? The Deep Wealth Podcast is your ultimate resource to extract deep wealth and master the strategies that led our founders to a 9-figure exit. 👉 Start Your Journey Game-Changing Exit 👈 Exclusive Resources for Your Success: 🏆 Client Testimonials 🗺️ Deep Wealth Strategy Map 🎧 Subscribe to The Deep Wealth Podcast 📘 Free eBook: "From a 7-Figure Offer to a 9-Figure Exit" 📞 Book Your FREE Strategy Call 💡 Have questions about maximizing your exit? Click here to have them answered on our podcast! 🎯 Your Opinion Matters—Help Improve Our Podcast by taking our Quick Survey 🙏 💬 Love our content? Leave a review to help us keep delivering top-tier insights for your business success! ⭐

Send us a text“Enjoy every second.” -Christopher PanagiotuThis episode features Chris Panagiotu, a certified financial planner, author, podcast host, and founder of Capitalize Your Finances, LLC. Chris shares his journey from investing at a young age to becoming a leading financial advisor, emphasizing the importance of true financial planning over mere investing. 00:00 Meet Chris Panagiotu: A Financial Planning Prodigy00:42 The Rise of Capitalize Your Finances, LLC14:42 Chris's Approach to Financial Planning and Wealth Building27:55 Diving Deep into Asset Allocation Strategies34:44 Mastering Debt Management: Strategies for Business Owners and Individuals49:47 Reflections and Advice: The Journey of Financial IndependenceClick here to subscribe to The Deep Wealth Podcast to save time and effort.SELECTED LINKS FOR THIS EPISODECapitalize Your FinancesCAPitalize Your Finances PodcastChris Panagiotu / X@capincapitalize | InstagramCAPitalize Your Finances - YouTubeChristopher Panagiotu | LinkedInCAPitalize Your Finances With Jeffrey FeldbergLearn More About Deep Wealth MasteryFREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)Unlock Your Lucrative Exit and Secure Your Legacy 🚀 Ready to maximize your business's value for a successful exit? The Deep Wealth Podcast is your ultimate resource to extract deep wealth and master the strategies that led our founders to a 9-figure exit. 👉 Start Your Journey Game-Changing Exit 👈 Exclusive Resources for Your Success: 🏆 Client Testimonials 🗺️ Deep Wealth Strategy Map 🎧 Subscribe to The Deep Wealth Podcast 📘 Free eBook: "From a 7-Figure Offer to a 9-Figure Exit" 📞 Book Your FREE Strategy Call 💡 Have questions about maximizing your exit? Click here to have them answered on our podcast! 🎯 Your Opinion Matters—Help Improve Our Podcast by taking our Quick Survey 🙏 💬 Love our content? Leave a review to help us keep delivering top-tier insights for your business success! ⭐

Send us a text“If you want to change your life change the questions you’re asking.” -Adam Carroll In this episode of the Deep Wealth Podcast, Adam Carroll, a finance literacy expert and founder of The Shred Method, discusses strategies for achieving financial freedom and managing personal finances efficiently. Carroll shares insights from his own journey from debt-ridden graduate to financially free and outlines how his Shred Method helps individuals and families break free from debt and build wealth. The episode also touches on the impact of social media on spending habits, the difference between calculated risk and risky financial decisions, and the importance of mastering money management and public speaking skills. 03:25 Adam Carroll's Personal Financial Transformation12:16 Introducing the Shred Method: A Game Changer for Financial Freedom21:30 The Power of Technology and Mindset in Financial Management28:09 Childhood Programming and Its Impact on Adult Spending29:43 Creating Generational Wealth: Small Changes, Big Impact31:56 The Shred Method: A Behavior Modification Tool for Financial Health36:58 The Magic Penny: A Lesson in Compound Interest41:17 Achieving Financial Clarity and Peace of Mind with ShredClick here to subscribe to The Deep Wealth Podcast to save time and effort.SELECTED LINKS FOR THIS EPISODEThe Shred MethodAdam Caroll Books in AmazonLearn More About Deep Wealth MasteryFREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)Book YoUnlock Your Lucrative Exit and Secure Your Legacy 🚀 Ready to maximize your business's value for a successful exit? The Deep Wealth Podcast is your ultimate resource to extract deep wealth and master the strategies that led our founders to a 9-figure exit. 👉 Start Your Journey Game-Changing Exit 👈 Exclusive Resources for Your Success: 🏆 Client Testimonials 🗺️ Deep Wealth Strategy Map 🎧 Subscribe to The Deep Wealth Podcast 📘 Free eBook: "From a 7-Figure Offer to a 9-Figure Exit" 📞 Book Your FREE Strategy Call 💡 Have questions about maximizing your exit? Click here to have them answered on our podcast! 🎯 Your Opinion Matters—Help Improve Our Podcast by taking our Quick Survey 🙏 💬 Love our content? Leave a review to help us keep delivering top-tier insights for your business success! ⭐

Send us a text“Start investing in real estate as early as possible.” -Sally GimonThis episode of the Deep Wealth Podcast features Sally Gimon, an insurance agent turned real estate investor and spendthrift trust expert. Sally shares her financial journey, detailing a critical turning point that led her to real estate investing and eventually to mastering wealth management and tax planning through spendthrift trusts. 02:11 A Focus on Tax Optimization03:19 The Turning Point: Real Estate Success and Tax Challenges07:47 The Mechanics of the Spendthrift Trust: Legal, Tax, and Business Benefits18:10 Potential Downsides and the Importance of Maintenance25:56 Deep Wealth Podcast Wrap-Up: The Power of Knowledge and ActionClick here to subscribe to The Deep Wealth Podcast to save time and effort.SELECTED LINKS FOR THIS EPISODESave Federal Taxes With A Spendthrift TrustPodcast: Stop Paying Capital Gains, NOW!sally gimon (@GimonSally) / XSally Gimon (@sallygimon) • Instagram Sally Gimon | FacebookSally Gimon - YouTubeSally Gimon | LinkedInSpendthrift Trust Save Money (@spendthrifttrust) | TikTokLearn More About Deep Wealth MasteryFREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)Unlock Your Lucrative Exit and Secure Your Legacy 🚀 Ready to maximize your business's value for a successful exit? The Deep Wealth Podcast is your ultimate resource to extract deep wealth and master the strategies that led our founders to a 9-figure exit. 👉 Start Your Journey Game-Changing Exit 👈 Exclusive Resources for Your Success: 🏆 Client Testimonials 🗺️ Deep Wealth Strategy Map 🎧 Subscribe to The Deep Wealth Podcast 📘 Free eBook: "From a 7-Figure Offer to a 9-Figure Exit" 📞 Book Your FREE Strategy Call 💡 Have questions about maximizing your exit? Click here to have them answered on our podcast! 🎯 Your Opinion Matters—Help Improve Our Podcast by taking our Quick Survey 🙏 💬 Love our content? Leave a review to help us keep delivering top-tier insights for your business success! ⭐