Sachin Tiwari

Inside the ESOP Decision with Matt Middendorp – Ep- 582

Matt Middendorp is Director of ESOP Consulting at Vision Point Capital, advising business owners nationwide on employee ownership, drawing on banking, entrepreneurship, and firsthand ESOP experience as an industry speaker.

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Explore how business owners can leverage Employee Stock Ownership Plans (ESOPs) to maximize value, protect company culture, and secure a lasting legacy. Matt Middendorp shares his expert perspective on why…

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It’s Not Whether You Own Gold. It’s How You Own It with David Beahm – Ep- 581

Podcast / Sachin Tiwari

David Beahm serves as President and Chief Executive Officer of Blanchard and Company, Inc., one of the longest-operating and most respected precious metals firms in the United States. In his role, David leads the company’s strategic vision, drives innovation across operations and client services, and maintains a strong emphasis on trust-based, long-term client relationships.

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David Beahm, President and CEO of Blanchard & Company, draws from his extensive career in corporate banking to explain the “warm blanket” effect of gold. The discussion highlights the legal…

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Stop Worrying About Retirement: Build a Better Plan with Patrick Negado – Ep-580

Podcast / Sachin Tiwari

“Stop chasing bigger numbers and start building a better plan. Listen to Patrick Negado on Streams to Impact as he breaks down the emotional side of retirement planning. #RetirementPlanning #WealthStrategy #StreamsToImpact”

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Retirement planning is often viewed as a math-based finish line, but Patrick Negado argues it is truly an emotional journey requiring a shift from accumulation to intentional structure. This episode…

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Hard Assets, Hard Money, and Building Real Wealth in Uncertain Times with Ben Reinberg – Ep- 579

Podcast / Sachin Tiwari

CEO of Alliance Consolidated Group of Companies, Ben has facilitated billions of dollars
in transactions and delivered an extraordinary 28% historical internal rate of return (IRR) across diverse asset classes.

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Dr. Allen and guest Ben Reinberg discuss the importance of building a “hard-asset empire” to achieve generational wealth. They explore how tangible assets like commercial real estate, specifically medical office…

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Partner at Blockchain Coinvestors (1,500+ Startup Portfolio) with Mitch Mechigian – Ep- 578

Podcast / Sachin Tiwari

Mitch Mechigian joins Dr. Allen to demystify blockchain technology, moving beyond speculation to view it as the next generation of financial infrastructure. Discover how stablecoins and digital assets are modernizing global payments and why institutional interest is surging. The conversation explores the transition from speculative hype to real-world utility. By examining the rise of stablecoins

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Thrive in Any Market: The Wicked Smart Blueprint with Chris Prefontaine – Ep- 577

Podcast / Sachin Tiwari

After surviving the 2008 financial crisis, Chris Prefontaine realized that conventional real estate investing was a trap. By shifting to a model focused on long-term resilience, he shares how any professional can create wealth that works independently of their time. Listen to the podcast here or on your favorite podcast app: Watch the Episode: Main

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After surviving the 2008 financial crisis, Chris Prefontaine realized that conventional real estate investing was a trap. By shifting to a model focused on long-term resilience, he shares how any…

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Train Your Money: How Purpose-Driven Finance Builds Lasting Wealth and Impact with Hillary Seiler – Ep- 576

Podcast / Sachin Tiwari

Hillary Seiler started her journey into finance while navigating the immense pressure of caring for a sick parent at nineteen. Today, she uses those hard-won lessons to guide elite athletes through the complex world of sudden, high-level wealth. High earnings do not guarantee financial freedom. Hillary Seiler and Dr. Allen discuss why income alone fails

Train Your Money: How Purpose-Driven Finance Builds Lasting Wealth and Impact with Hillary Seiler – Ep- 576 Read More »

Hillary Seiler started her journey into finance while navigating the immense pressure of caring for a sick parent at nineteen. Today, she uses those hard-won lessons to guide elite athletes…

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Walking Away from Wall Street with Michael Pouliot – Episode – 575

Podcast / Sachin Tiwari

Michael Pouliot, CFA, CAIA, is Co-Founder and CIO of Carbon Real Estate Investments, a $150M vertically integrated workforce housing platform.

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Michael Pouliot walked away from a prestigious career on Wall Street to find that true prosperity isn’t found in a paycheck, but in long-term ownership. Discover how he evolved from…

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From Public Housing to Financial Peace with Jeffrey Panik – Episode 574

Podcast / Sachin Tiwari

Dr. Allen and guest Jeffrey Panik discuss the essential steps for building a solid financial foundation and protecting family wealth

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Dr. Allen and guest Jeffrey Panik discuss the essential steps for building a solid financial foundation and protecting family wealth. This episode highlights the importance of financial inventory, proactive planning,…

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Why Public Markets Fail Wealth Builders- Co-Author of Invest Like a Billionaire with Bob Fraser – Episode- 573

Podcast / Sachin Tiwari

Bob Fraser, CFO and Chief Macro Strategist of Aspen Funds, a private fund sponsor with a 12 year track record, distributing over $85M to investors, and over $700M in AUM across private credit, commercial real estate, distressed debt, and energy, shares insights on how the ultra wealthy build and protect wealth through strategic structuring, private

Why Public Markets Fail Wealth Builders- Co-Author of Invest Like a Billionaire with Bob Fraser – Episode- 573 Read More »

Bob Fraser, CFO and Chief Macro Strategist of Aspen Funds, a private fund sponsor with a 12 year track record, distributing over $85M to investors, and over $700M in AUM…

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Trust Over Tactics: Reimagining Wealth with Tad Fallows Episode – 572

Podcast / Sachin Tiwari

Tad Fallows is the Managing Director at Long Angle, where he helps high-performing professionals build trust-based wealth through peer learning, long-term thinking, and intentional decision-making beyond traditional financial advice.

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In this episode, Dr. Allen Lomax sits down with Tad Fallows to explore the psychological and structural pressures faced by high-performing, affluent professionals. Tad shares insights from his journey of…

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From Overlooked Land to Extraordinary Wealth with Wayne Seminoff – Episode – 571

Podcast / Sachin Tiwari

Discover how Wayne Seminoff, with over 50 years of experience, uncovers undervalued land and transforms overlooked properties into lucrative opportunities. Learn his mindset, strategies, and tools to succeed in real estate and personal growth. Wayne Seminoff’s career is defined by a winning streak that started on the wrestling mats of UCLA and transitioned into a

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Building Reliable Wealth Through Tax Sales and Real Assets with Brian Seidensticker – Episode – 570

Podcast / Sachin Tiwari

An engineer turned real estate investor and founder of Tax Sale Resources I help people earn steady income from unpaid property taxes through tax liens and tax deeds using clear data systems risk control and long term thinking outside Wall Street for calm predictable financial futures

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In this conversation, Brian Seidensticker, an engineer turned real estate investor, discusses his journey into the world of tax liens and tax deeds. He explains how he transitioned from a…

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Nearshoring for founders and entrepreneurs with Brian Samson – Episode – 569

Podcast / Sachin Tiwari

In this conversation, Brian Samson, founder of Plugg Technologies, shares his journey from San Francisco to Argentina and back, highlighting the importance of human connection in business, leadership lessons learned from scaling startups, and the impact of foster care on his understanding of empathy and success. He emphasizes the need for businesses to treat their

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Inside the Wealth Preservation Playbook of Top Earners in Sports, Music, and Entertainment with Richard McWhorter – Episode – 568

Podcast / Sachin Tiwari

In this conversation, Richard McWhorter, a Managing Partner and Private Wealth Advisor, discusses the complexities of wealth management for high-profile individuals in the entertainment and sports industries. He emphasizes the importance of understanding clients as individuals, the need for sustainable wealth strategies, and the role of financial literacy in preventing financial distress. The discussion also

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Winning Without Losing Yourself with Cecilia (Cece) Leung – Episode – 567

Podcast / Sachin Tiwari

In this conversation, Cece Leung, a CPA and founder of Rich and Sassy, discusses the complexities of success and the internal disorientation that can follow financial achievements. She emphasizes the importance of decision-making, the interplay between personal identity and financial success, and the need for leaders to reclaim their authority. Cece also highlights the significance

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Thinking Like a Family Office with Ashley Tison – Episode – 566

Podcast / Sachin Tiwari

Ashley Tison, Esq. is a tax strategist, entrepreneur, and co-founder of OZPros, a leading advisory firm focused on Opportunity Zones and advanced tax-efficient investing. Through OZPros, he has helped investors legally defer or reduce over 1 billion dollars in taxes while channeling capital into projects that create real community impact. A magna cum laude graduate of UNC Charlotte and UNC Chapel Hill School of Law, Ashley draws on his background as a real estate and securities attorney and fund counsel to build practical, audit-ready strategies. Known as the “OZ Sherpa,” he is a sought-after voice on Opportunity Zones, tax-efficient exits, audit-ready wealth planning, and how to think like a family office at any scale.

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In this conversation, Ashley Tison, a tax strategist and co-founder of OZPros, discusses the significance of Opportunity Zones as a powerful tax incentive for investors. He explains how these zones…

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From Slopes to Sold: Resilience, Real Estate, and Reinventing Success with Athena Brownson – Episode – 665

Podcast / Sachin Tiwari

Athena Brownson is a Denver realtor, investor, developer, and former professional skier whose resilience through chronic illness fuels her refined, strategic, and client-focused approach to real estate.

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In this conversation, Athena Brownson shares her journey of navigating chronic illness and how it reshaped her understanding of resilience, strength, and identity. She discusses the importance of listening to…

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Why Growth Doesn’t Happen Alone (and What Actually Creates Transformation) with Jaclyn Orent – Episode- 564

Podcast / Sachin Tiwari

In this conversation, Jaclyn Orent discusses the paradox of leadership isolation, the importance of resonant relationships, and the journey to becoming a cultural catalyst. She emphasizes the need for leaders to connect with peers who share their vision and values, and how this connection can fuel personal and cultural change. The discussion also touches on

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12 of 34 Unlock the Secrets to Smarter Decision-Making and Streamlined Workflows with Tom Savard – Episode – 563

Podcast / Sachin Tiwari

Tom Savard is a distinguished product development executive with a Ph.D. in Physics from Duke University and over 25 years of experience in leadership roles across various industries, including medical, aerospace, and telecommunications. As a certified Six Sigma and Design for Six Sigma Master Black Belt, he has a proven track record of enhancing operational efficiency and driving value creation for organizations. Tom is a sought-after speaker, having presented at major conferences and published over 20 papers on topics such as magnetic resonance imaging and automotive control systems. In addition to his corporate career, he has operated a successful consulting firm since 2012, helping numerous leaders harness technology and innovation for growth. Outside of his professional pursuits, Tom enjoys performing as a saxophonist in the regional cover band Necessary Diversion with his wife, Lynda.

12 of 34 Unlock the Secrets to Smarter Decision-Making and Streamlined Workflows with Tom Savard – Episode – 563 Read More »

In this conversation, Tom Savard discusses the importance of clarity in leadership, especially in complex environments. He introduces the 'clarity mindset,' which consists of five key behaviors that leaders can…

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Important Risk Disclosures