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

Send us a text“Don’t wait so long to follow your dreams.” - Stephanie WalterMastering the Art of Liquidity Events with Stephanie Walter on the Deep Wealth PodcastIn this episode of the Deep Wealth Podcast, host Jeffrey Feldberg talks with guest Stephanie Walter about wealth creation, business exits, and liquidity events. As a successful entrepreneur and investor, Stephanie shares her experience, insights, and strategies on how to extract deep wealth from businesses. She also discusses her investment approach, her views on abundance and scarcity mindset, and how she teaches professionals key wealth building principles. The conversation also covers tax strategies, real estate syndication, and the importance of diversification. Watch this episode to unlock the secrets of mastering liquidity events and creating deep wealth.00:00 Introduction to Deep Wealth Podcast00:20 The Importance of Mastering Liquidity Events01:35 Introducing Stephanie Walter: A Legacy Cash Flow Specialist02:03 The Wealthy's Approach to Money and Investment03:14 Stephanie's Journey to Wealth and Success07:03 The Mindset of Wealthy Investors09:13 Understanding Tax Implications in Investments12:00 The Power of Diversification in Investments17:41 The Importance of Knowing Where to Invest17:53 The Role of Real Estate Syndication in Wealth Accumulation20:50 The Benefits of Fractional Ownership in Investments22:06 The Impact of Rising Interest Rates on Investments30:24 The Importance of Diversification in Wealth Accumulation31:09 The Power of Compound Interest in Wealth Accumulation35:44 Final Thoughts and Contact InformationClick here to subscribe to The Deep Wealth Podcast to save time and effort.SELECTED LINKS FOR THIS EPISODEErbe WealthErbe Wealth | FacebookStephanie Walter - Founder/ CEO - Erbe Wealth | LinkedInCockroach Startups: What You Need To Know To Succeed And ProsperFREE 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“Take planned time out from what you’re doing to enjoy life.” -Nick GrayJeffrey Feldberg and Nick Gray discuss the importance of building personal connections and finding common interests in business relationships. They talk about Nick's book, The Two Hour Cocktail Party, and how it offers strategies for hosting events that go beyond just having fun. They share their experiences with entrepreneurship and liquidity events, and how having the right team and community is crucial for success. They also discuss the mindset behind building a social life and how it can benefit business owners and entrepreneurs, and the importance of aligning incentives with people's goals.Nick Gray shares his insights on hosting successful events, including the importance of creating a lightweight social gathering where people can mix and mingle. He explains how he found success in helping his friends meet his other friends, leading to hundreds of culturally significant parties and a book on how to host successful events. Gray also addresses common limiting mindsets about hosting events and emphasizes the vulnerability and generosity of inviting people into your home. He encourages readers to rethink their mindset and consider hosting at home as the best option for successful events.Click here to subscribe to The Deep Wealth Podcast to save time and effort.SELECTED LINKS FOR THIS EPISODENick GrayNick Gray / How to Make Friends (@nickgraynews) / XNick Gray (@nickgraynews) • Instagram photos and videosNick Gray | FacebookNick Gray - YouTubeNick Gray - Principal (Family Office) - Tri Peak Holdings | LinkedInCockroach Startups: What You Need To Know To Succeed And ProsperFREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)Book Your FREE Deep Wealth SUnlock 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 an enabler to help people create their ideal version of life” -Bryan CliftonJeffrey Feldberg and Bryan Clifton covered a range of topics related to family businesses, including succession planning, leadership transitions, and the impact of AI. Bryan shared his experience growing up in a family business and how it shaped his views on entrepreneurship. He emphasized the importance of not assuming that a business will stay in the family and the need to consider whether it is worth passing on to the next generation. Bryan also provided insights into the complexities of leadership transitions in family businesses and the challenges of dealing with family pressure to put non-family members into leadership positions.Jeffrey and Bryan discussed the challenges of generational transitions in business, including family dynamics, conflict resolution, and the need for a fundamental strategy for the business moving forward. They emphasized the importance of understanding the motivations of potential leaders and how it can impact the company's culture. Bryan challenged the myth that family businesses are meant to last for long periods of time and emphasized the importance of passing down values, perspective, and skill sets. They also discussed the impact of AI on family businesses and the need for businesses to adapt to the changing landscape of technology and work in order to remain relevant and successful.Bryan shared a personal story about leading his family's company through bankruptcy as a teenager and reflected on the impact it had on his views on risk, business operations, and people. The meeting ended with a discussion of the typical reach of Deep Wealth's services and the upcoming release of Version two of The Deep Wealth Master of the System. They also discussed potential collaboration opportunities and plans to stay in touch. Overall, the meeting provided valuable insights into the challenges and opportunities of family businesses and the importance of redefining success.Click here to subscribe to The Deep Wealth Podcast to save time and effort.SELECTED LINKS FOR THIS EPISODEBryan Clifton | LinkedInBryan Clifton | InstagramUnlock 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“Commit to hiring the best people.” -Mike Kaeding Jeffrey Feldberg and Mike Kaeding talk about how Mike has vertically integrating his construction company to reduce costs and increase efficiency. He has also created an investment platform, Norhart Invest, which allows retail investors to deposit money and earn a fixed interest rate. He has gone through SEC approval to make this possible.Mike suggests that to attract world-class talent, companies need to have someone doing the recruiter role and be able to sell themselves to potential hires. He also encourages companies to be brave and make the hard choices to let good people go so they can find the great ones.Click here to subscribe to The Deep Wealth Podcast to save time and effort.SELECTED LINKS FOR THIS EPISODENorhartZero to Unicorn on Apple PodcastsMike Kaeding (@mikekaeding) / XNorhart | Forest Lake MNMike Kaeding - Chief Executive Officer - Norhart | LinkedInCockroach Startups: What You Need To Know To Succeed And ProsperFREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)Book Your FREE Deep Wealth Strategy CallUnlock 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“Everything is going to be OK.” -David StillmanJeffrey Feldberg and David Stillman discussed the significance of understanding generational differences in the workplace.David shared his extensive experience in generational research and his involvement in startups, as well as his passion for writing fiction. He discussed his recent success with a one-person musical which won Best of Fringe. He emphasized the importance of pursuing side projects and taking risks, even if there is no commercial value attached to them, as they can end up being successful and fulfilling.Overall, the meeting highlighted the importance of pursuing passions, building connections, and understanding generational differences in the workplace. The speakers emphasized the need for diversity and inclusion and the importance of being prepared for future opportunities.Click here to subscribe to The Deep Wealth Podcast to save time and effort.SELECTED LINKS FOR THIS EPISODEGenGuruDavid Stillman - Founder, Best Selling Author, Subject Matter Expert, Keynote Speaker, Consultant - GenGuru | LinkedInDavid Stillman | AmazonCockroach Startups: What You Need To Know To Succeed And ProsperFREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)Book Your FREE Deep Wealth Strategy CallUnlock 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“Don’t take yourself too seriously and don’t see failure as failure.” -Jason HelfenbaumJeffrey Feldberg and Jason Helfenbaum discussed various topics related to business growth and continuity. They talked about the technical difficulties they were experiencing with their video call and gave updates on their respective businesses. Jason shared his process for working with businesses, which involves listening carefully and understanding the business, offering a complimentary consult, and identifying areas of leakage or opportunity. Jeffrey added to the discussion by highlighting the importance of communication, KPIs, and team collaboration in achieving business growth.Jeffrey and Jason stressed the importance of balancing continuity and scalability to achieve sustainable business growth. They also provided insights into the engagement process at Deep Wealth, which involves creating a comprehensive mindmap of the entire business and identifying areas of opportunity for prototyping. The engagement process is tailored to the needs of each client and can range from one to six months, depending on the scope of work. They discussed the importance of using the right wording and vocabulary when implementing change in an organization and suggested that short-term and long-term goals should be considered when implementing change.Finally, they discussed strategies for productivity and growth, including nailing down your vision and living it, differentiating between tasks you could do versus tasks you should do and delegating accordingly, and remaining curious and asking lots of questions to learn from mentors and grow. They also discussed how listeners can book a free consultation with Jason and where to find him online.Click here to subscribe to The Deep Wealth Podcast to save time and effort.SELECTED LINKS FOR THIS EPISODEClicKnowledgePodcast: Efficiencies Expert Jason Helfenbaum On How To Increase Your ROI Through Training And Efficiencies (#40)ClicKnowledge BookingJason Helfenbaum, CTDP - President - ClicKnowledge | 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“Give to your relationships freely and abundantly.” -Alan CroneJeffrey Feldberg interviews Alan Crone who emphasizes the importance of understanding the roles of employees and how they contribute to the company's mission. He suggests that job descriptions should be updated regularly and that communication is key to building relationships with employees. He also recommends reading The E Myth Revisited to understand how to hire the right people for the right roles.Jeffrey and Alan discuss the importance of having clear job descriptions and how it can lead to legal issues if not done correctly. They also discussed the potential costs of not having clear job descriptions, which can range from increased premiums on unemployment insurance to settlements of up to a million dollars. Alan also discussed his subscription service which provides unlimited telephone and email access to help reduce litigation budgets and create happier employees.Click here to subscribe to The Deep Wealth Podcast to save time and effort.SELECTED LINKS FOR THIS EPISODEThe Crone Law FirmThe Crone Law Firm (@TheCroneLawFirm) / XThe Crone Law Firm, PLC | Memphis TNAlan Crone - MemphisBook: The Law at Work: A Legal Playbook for Executives and ProfessionalsCockroach Startups: What You Need To Know To Succeed And ProsperFREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)Book Your FREE Deep Wealth Strategy CallUnlock 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“You’re already great and just don’t know it yet.” -Donna LichawJeffrey Feldberg and Donna Lichaw discussed Donna’s journey from working on product development for well-known companies to becoming an executive coach and leadership development expert. She explained how she realized that many companies struggled with turning their customers into heroes of a mythical story, which led her to explore the question of whether leaders can be heroes too. This realization eventually led her to shift her focus to executive coaching and leadership development, as she recognized that great products and companies cannot be built without great people.Click here to subscribe to The Deep Wealth Podcast to save time and effort.SELECTED LINKS FOR THIS EPISODEDonna LichawDonna Lichaw (@dlichaw) / XDonna Lichaw - Author, The Leader's Journey: Transforming Your Leadership To Achieve the ExtraordinaryBook: The Leader's Journey: Transforming Your Leadership to Achieve the ExtraordinarCockroach Startups: What You Need To Know To Succeed And ProsperFREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)Book Your FREE Deep Wealth Strategy CallUnlock 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 the journey.” -Matthew DavisJeffrey Feldberg and Matt Davis discussed the importance of culture in his successful law firm and how it has helped them attract the right talent and retain clients. He also discussed the importance of assessing weaknesses and threats in order to capitalize on opportunities and prevent business failure. He suggested using a checklist and brainstorming to come up with smart questions to identify potential problems.Matt suggests that business owners should take the time to brainstorm and identify their weaknesses and threats in order to be prepared for any catastrophes or ignorance. He also suggests that they should look into the Businesss Immune System Report and the Strong Protective Business Report to identify their competition and how the government can affect their businesss.Click here to subscribe to The Deep Wealth Podcast to save time and effort.SELECTED LINKS FOR THIS EPISODEDavis Business LawDavis Business Law - FacebookDavis Business Law - YouTubeDavis Business Law, P.L.L.C. | LinkedInBook: The Art of Preventing Stupid: How to Build a Stronger Business Strategy through Better Risk ManagementCockroach Startups: What You Need To Know To Succeed And ProsperFREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)Book Your FREE Deep Wealth Strategy CallUnlock 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“Get a mentor as fast as you can.” -Pete MohrPete Mohr and Jeffrey Feldberg discussed the importance of allowing decisions to be made at the lowest possible level of the organization and Pete shared his experience of owning businesses for over 30 years. He has created systems and frameworks to help business owners move from operator to owner and allow decisions to be made at the lowest possible level. They also discussed the psychology behind why business owners may struggle to let go of decision making.Jeffrey and Pete discusse the importance of defining guiding principles, critical actions, and key characteristics for businesss owners to move from operator to owner. He also discussed his "Love it or Leave it" framework, which involves mapping out everything a business owner is accountable for and categorizing it into four quadrants. This helps businesss owners understand how much time they are spending in each quadrant and how to adjust their activities to focus on what they love and are good at.Click here to subscribe to The Deep Wealth Podcast to save time and effort.SELECTED LINKS FOR THIS EPISODESimplifying EntrepreneurshipSimplifying Entrepreneurship (@SimplifyingE) / XPeter Mohr | Business Coach (@petemohr_coach) • Instagram photos and videosSimplifying Entrepreneurship | FacebookSimplifying Entrepreneurship - YouTubePete Mohr - Entrepreneurial Coach | Speaker | Mastermind Facilitator - Simplifying Entrepreneurship | LinkedInCockroach Startups: What You Need To Know To Succeed And ProsperFREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)Book Your FREE Deep Wealth Strategy CallUnlock 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! ⭐