Money School Elite
Business & Finance
About
Money School Elite unlocks non-obvious insights to grow your net worth, keep it secure, and create a legacy that lasts. Straight from your peers…High Net Worth individuals, leaders, and experts on the cutting edge. Each episode features:- Interviews with guest experts- Unique insights and strategies - Tactics for real-world application We seek out guests who are unafraid to challenge the status quo, do the uncommon, and share openly. So you get the stories, the experiences, the lessons learned…straight from your HNW peers in their own words. Not the words of your financial advisor or an AI tool.You'll get advanced knowledge and inside information on how to…- Structure your wealth to last- Prepare for major liquidity events- Reduce taxes through advanced frameworks - Shape your heirs to be stewards, not dependents- Buy back time and curate a life of purpose and time freedom - Expand your wealth across borders, currencies, and asset classesSubscribe for free and join the Eli
Episodes
- Inside a $1.3B Portfolio: What Most Investors Get Wrong w/ Jonathan Steele
Diversification sounds straightforward in theory, but in practice, portfolios don't behave the way most people expect them to. Exposure is layered, concentration often shows up in places that aren't immediately obvious, and decisions that…
- The Tax Strategy Making Family Offices Rethink Bitcoin w/ Eric Runge
Most investors think Bitcoin is about price. At the high-net-worth level, a far more important conversation is happening around taxes. Because Bitcoin isn't treated like a stock or a business. It's treated as property. And that classificat…
- Real Wealth Is Built Before the IPO, But You Can't Access It w/ Mona DeFrawi
Most people don't realize that a large portion of real wealth is created before companies ever reach the public markets. In private companies, early-stage investments, and entrepreneurial ventures, growth happens the fastest. For a long ti…
- The Fastest Way to Grow Your Business (It's Not Strategy) w/ Greg McDaniel
Most people think success comes from strategy…better marketing, better positioning, better timing. But what if that's not the lever at all? What if the thing that actually drives growth isn't what you take, but what you give, freely, consi…
- Real Estate Investing Isn't Complicated, You're Just Doing It Wrong w/ Joel Miller
Most people don't associate residential real estate investing with enjoyment. Between tenant issues, maintaining properties, and financing problems, it can really be a headache. But the problem isn't the asset class; it's how you approach…
- Smart Money Is Leaving Cash Behind, Here's Where It's Going Instead w/ Ben Reinburg
Most investors believe that holding cash during uncertain markets is the safest move. If you stay liquid, wait for clarity, and avoid risk, you'll be in a better position when opportunities come… or at least that's the thinking. But what m…
- What's Really Happening In Real Estate Lending Right Now? w/ Jonathan Yoo
Many real estate investors believe success comes down to one thing: access to capital. If you can borrow money easily, scale quickly, and leverage aggressively, the thinking goes that your portfolio will grow faster. But what a lot of inve…
- The End of Traditional Financial Advice? w/ Stefan Astheimer
For a long time, truly personalized investment advice has been something only the ultra-wealthy could access. If you have tens of millions of dollars, you can hire advisors who don't just sell you products. They build strategies around you…
- What Banks Actually Look For Before Funding a Business w/ Sebastien Boyer
Starting a business is often framed as a simple equation: have a good idea, take it to the bank, and secure the funding. But the reality is very different. Most business owners aren't rejected because their idea is bad. They're rejected be…
- The Financial Reality of Pro Snowboarding and How to Escape It w/ Stevie Bell
Every athlete knows the music will eventually stop. Whether you walk away on your terms, are forced out by injury, or have a contract that doesn't get renewed, your career will inevitably end. In leagues like the NFL, NBA, or MLB, that end…
- The Real Reason AI Valuations Are So High w/ Daniel Nikic
In today's market, AI valuations are expanding faster than fundamentals can justify. Companies with minimal free cash flow are being priced as if dominance is already secured. Capital continues to circulate between venture portfolios, stra…
- Wealthy People Upgrade Everything… Except This w/ Ted Ryce
As people make more money, they tend to get sharper about almost everything. They think long term, manage risk better, hire experts, invest wisely and optimize their businesses and portfolios. But when it comes to health, a lot of people…
- "I Can't Afford a Coach" Is Why You're Stuck w/ Patrick Engasser
When you're struggling in business or just starting out, the last thing you think you need is a coach. You think you can't afford it, you're not ready, or you should wait until you have better results first. But every time someone feels li…
- Putting Your Money in Buckets Is a Trap, Do This Instead w/ Joseph Kovacevic
Most people think financial freedom comes from earning more, saving harder, or finding the perfect investment. But the real trap isn't income…it's the way we're taught to store and move money. We're told to separate everything into neat li…
- How to Stop Leaving Money Inside the Tax Code w/ Zach Newberry
Most high-income earners assume their tax situation is handled once they hire a CPA and start filing. The return gets done, nothing breaks, and it's easy to believe that if something mattered, it would already be happening. But that assump…
- The Ultimate Investing Advantage Is…Boredom w/ Irwin Boris
Most investors never question the structure they're investing in. They accept tight assumptions, back-end-heavy returns, and illiquidity as the price of access, assuming the payout will arrive before anything goes wrong. But when timing sl…
- How to Stop Carrying Real Estate Risk and Still Make Money w/ Scott Jelinek
Most investors never question the hierarchy they're operating in. They borrow money, take on operational risk, manage tenants, absorb volatility, and send a large portion of every payment upstream to the lender. If something breaks, if a t…
- Either/Or Investing Is Destroying Your Wealth w/ Caleb Guilliams
One of the biggest mistakes in personal finance is how quickly conversations turn into either/or debates. Invest or insure, trust the market, or play defense. Something is a scam, or it's the answer. The problem is, real financial progress…
- Money Has Feelings: Why Wealthy People Still Feel Miserable w/ Shannon Ryan
Many people who work hard to build and protect their wealth assume that once they "make it," everything will finally feel good, secure, calm, and settled. But most people don't discover the truth until they're already successful: money doe…
- Mistakes That Take Wealthy People Out in a Downturn w/ Arthur Hood
When people think about economic downturns, they usually assume the damage happens at the bottom. What rarely gets talked about is how many wealthy people lose everything — not because they didn't have assets, but because they trusted stra…
- The Trucker Financial Trap and How to Escape It w/ Dexter Holiday
For a lot of truckers, you can make great money hauling loads across the country, but it comes with a catch: the wheels have to keep turning for the money to keep coming in. There's no automatic runway to financial freedom, no built-in exi…
- What Most Entrepreneurs Get Wrong About Selling Their Business w/ Gregory Kovsky
When entrepreneurs think about selling a business, they picture a clean formula: EBITDA × multiple, a "strategic buyer," and a smooth six-month process that ends with a big wire hitting their account. What almost no one pictures is the rea…
- The Smartest Money Move You've Never Considered w/ Dr. Jeff Seibert
When people think about wealth-building, they picture stock charts, IRR calculators, and "smart" portfolios engineered by advisors. What they never picture is a dentist quietly building long-term wealth through trees or using a whole life…
- How to Escape the Debt Cycle the Banks Want You Trapped In w/ Harrison George and Christy Vann
For most people, debt isn't a mistake; it's just life. The mortgage, the car loan, and the credit cards are what everyone does. Making the minimum payments feels normal, but that actually keeps people stuck. Millions of families are drowni…
- Non-Food Franchises: A Shortcut to Entrepreneurship, Wealth & Tax Benefits w/ Jon Ostenson
When people hear "franchise", they immediately picture a drive-through window and a fryer in the back. That narrow view hides one of the most accessible and profitable paths to business ownership today: non-food franchising. We've been tau…
- Why Most Pro Athletes Go Broke (and How Rashad Jones-Jennings Beat the Odds)
From the outside, pro athletes look like they've made it; like they'll never have to worry about money again. Multi-million-dollar contracts, highlight reels, and luxury lifestyles suggest money will never be an issue. But behind the scene…
- Stacking Wealth: The 5 Returns You Can ONLY Get From Real Estate Investing w/ Axel Meierhoefer
Most investors don't fail because they pick the wrong stock or buy into the wrong trend. They fail because they never define success for themselves. They chase returns without knowing what a win actually looks like. Without a clear target…
- Stacking Wealth: The 5 Returns You Can ONLY Get From Real Estate Investing w/ Axel Meierhoefer
Most investors don't fail because they pick the wrong stock or buy into the wrong trend. They fail because they never define success for themselves. They chase returns without knowing what a win actually looks like. Without a clear target…
- Doctors Make Great Money Until They Don't (The Passive Income Fix) w/ Dr. Jeff Anzalone
From the outside, doctors and dentists look like they've got it all: good money, respected careers, the kind of lifestyle most people want. But what almost no one talks about is how fragile that life really is. One accident, one injury, an…
- Doctors Make Great Money Until They Don't (The Passive Income Fix) w/ Dr. Jeff Anzalone
From the outside, doctors and dentists look like they've got it all: good money, respected careers, the kind of lifestyle most people want. But what almost no one talks about is how fragile that life really is. One accident, one injury, an…
- 4,000 Reviews, $1M in Refunds: The Ugly Truth About IULs w/ Jonathan Aguilera
Most people who buy life insurance never read the fine print. They're promised "stock market–like returns without the risk," a retirement account that doubles as a tax-free loan machine, and peace of mind for their families. On paper? It l…
- 4,000 Reviews, $1M in Refunds: The Ugly Truth About IULs w/ Jonathan Aguilera
Most people who buy life insurance never read the fine print. They're promised "stock market–like returns without the risk," a retirement account that doubles as a tax-free loan machine, and peace of mind for their families. On paper? It l…
- Beyond the Bidding Wars: How Elite Investors Find Opportunities Others Miss w/ Aleea Stanton
Most real estate investors are running the same race: chasing the hottest markets, competing for the same deals, and trying to outbid one another. The problem? That crowded approach often blinds you to the opportunities hiding in plain sig…
- Lonely at the Top: The Quiet Crisis of the Ultra-Successful w/ David Christensen
You've experienced life at the highest level: private planes, exclusive circles, red carpet events, and the luxury that money can buy. But beyond the accolades and access, have you ever found yourself asking, 'Is this all there is?' There'…
- Your Home's Value Is Up, But Your Bank Account Isn't? Try This w/ Arthur Hood
You've got something valuable sitting right under your nose: your home's equity. But here's the thing: it's not exactly helping you pay the bills. Your house might be worth a lot more than before, but day-to-day expenses still pile up. Inf…
- What No One Tells You About Leaving Your Own Company w/Cody Hofhine
You built your business from scratch and poured your heart and soul into it. So it might feel strange, even disloyal, to think about stepping away or exiting. From the outside, everything's working: sales are up, your team's solid, and you…
- How to Beat the Insurance Companies at Their Own Game w/ Rob Haynie
Here's the dirty secret in the term insurance industry: They win when you cancel. They win when your policy lapses. They win when you don't understand what you really own. Think about that for a second. You've been sold on the idea that te…
- Why So Many Real Estate Investors Are Burnt Out w/ Ashley Kehr
Feeling burnt out? You're not the only investor hitting that wall. Long hours, back-to-back deals, tenants, contractors, financing, and the never-ending pressure to grow. You got into real estate for time freedom and financial independence…
- This ONE Mindset Shift Will Change How You Think About Success w/ Taylor Clark
You're out in the real world, trying to "figure it out," but instead, you feel lost, stuck. Everyone told you that once you got the degree, the path would appear. But here you are, overwhelmed, second-guessing, and unsure where to even beg…
- House Rich, Cash Poor? Here's How to Flip the Script w/ Harrison George
Families are house-rich but cash-poor. Sound familiar? Your home's value has skyrocketed, but so have interest rates, and now you're stuck. Stuck with rising expenses. Stuck with high-interest debt. Stuck with equity… trapped in the walls…
- Your Worst Investment Habit? Falling for the Next Big Thing w/ Troy Eckard
Why do so many investors keep losing money despite all the opportunities around them? It's a painful cycle, jumping from one shiny new trend to the next, blinded by hype, only to watch their hard-earned cash slip away. Sound familiar? The…
- The Invisible Force Keeping the Market Alive and How to Protect Yourself w/ Chris Miles
Why hasn't the stock market crashed yet? You're watching the headlines, feeling the tension, wondering if the bubble's about to burst and how you'll protect everything you've worked for. The truth? The market hasn't crashed because there's…
- The Wealth You Don't See: Why Discipline Beats Hype in Investing w/ Paul Moore
Here's the truth nobody talks about: investing isn't about saying "yes" to every shiny opportunity that comes your way. It's about discipline. It's about mastering the art of saying "no." It's about boring consistency, and yes, sometimes i…
- Why Your Real Estate Profits Are Vanishing To Taxes and How To Fight Back w/Jeff Hiatt
Real estate investing is supposed to build your wealth. So why does it feel like you're building the IRS's bank account instead? You're hustling, buying properties, managing tenants, and navigating deals. Then tax season hits, and you're w…
- Why Building Luxury Apartments Isn't Solving The Housing Crisis
You've probably heard it: "housing shortage this, housing shortage that." But here's the truth no one's telling you: we're not facing a housing shortage. We're facing an affordable housing shortage. Yet, all around us, we see more luxury a…
- Legacy Planning: Trusts, Taxes, and Teaching Your Kids to Keep the Money w/ Loral Langemeier
You've worked your whole life to build something that lasts. But what happens after you're gone? Too many people avoid that question until it's too late. Because here's the thing: your legacy is too important to put off till later. If you'…
- Why Investors Fail After the Flip (and How to Never Be One of Them) w/ Aaron Chapman
You found the deal. You found the lender. You even closed with hard money. Now what? That's the question too many investors forget to ask—until it's too late. In today's market, with traditional financing tightening up and banks saying "no…
- Want Financial Freedom? Stop Building Wealth for Other People w/ Jason Sipple and Stephen Nagy
We've all been told the same lie: work hard at a corporate job, and eventually, it'll pay off. But here's the truth—you can do everything right and still end up with nothing. Why? Because the financial system was never built to make you we…
- Infinite Banking: The Wealth Hack the Banks Don't Want You to Know w/ Stephen Nagy & Brian Fouts
Most people do what they're told when it comes to money—get a job, stash cash in a 401(k), and hope there's enough to retire someday. But what do they get? Debt. Stress. Zero control over their time and money. Meanwhile, banks are making a…
- It's Never a Bad Time to Invest in Real Estate: How to Win in the Worst Markets w/ Joel Miller
The stock market's ups and downs, the uncertainty of the economy, and inflation have many investors on edge, searching for something stable. But for those who know how to play it right, real estate has always stood out as a reliable option…