Your Wealth & Beyond: Secrets of Successful Entrepreneurs
Business & Finance
About
"Your Wealth and Beyond - Secrets of Successful Entrepreneurs" is the podcast where we delve into entrepreneurs' journeys, uncovering their stories of success, perseverance, and valuable lessons learned along the way. Hosted by Andrew Rafal, a seasoned financial advisor and Founder of Bayntree Wealth Advisors, each episode features insightful interviews with ambitious individuals who have achieved remarkable success.Whether you're a long-time business leader or an aspiring entrepreneur, this podcast offers invaluable guidance and unique insights to help you navigate the business world and unlock your full potential. Tune in and embark on a transformative journey that will inspire, educate, and empower you to reach new heights in your entrepreneurial endeavors.
Episodes
- The Tax Corner: Your Team and Knowing Their Roles
This episode of Your Wealth & Beyond discusses tax planning for business owners, focusing on the defined roles of CPAs, attorneys, and financial advisors. Andrew and Brian explain the difference between tax strategy and execution, the impo…
- The Four Corners of Business Owner Planning (Where You're Losing Money)
This episode introduces the Four Corners of Business Owner Planning framework with Brian Hartstein, exploring how risk protection, employee benefits, structure, and owner wealth strategy impact business value and identify areas where owner…
- Choosing a CPA: The Questions Business Owners Should Be Asking
This episode discusses how business owners can evaluate their CPA. It covers different CPA firm types, services, and the gaps between expectations and reality, highlighting the importance of proactive planning and communication between fin…
- From Hustle to Scale: How a Multi-Generational Arizona Business Built Systems for Growth
Brad Levkowitz, co-owner of Sun Lighting, shares insights on scaling a multi-generational family business. The episode covers the transition from relying solely on hard work to implementing structure, systems, and leadership for long-term…
- High Performance Entrepreneurship: Blake Uptain on the Moxie Mindset and Community-Driven Growth
Blake Uptain shares his entrepreneurial journey, detailing the Moxie Mindset and community-driven growth strategies he used to build businesses like Moxie Bike Shop and Caffeine & Watts. The episode covers his transition from corporate sal…
- The Owner's Retirement Blueprint: Design a Plan, Reduce Taxes, Retain Talent
As another tax year comes to a close, many successful business owners are undoubtedly asking themselves the same question: How do I keep more of what I've earned away from Uncle Sam this year? In this episode, I'm sitting down with Bayntre…
- From Burnout to Breakthrough with Cary Ballou
The stress and anxiety of high-pressure careers can take a heavy toll on mental health, relationships, and physical well-being. Many business owners and professionals live with constant overwhelm, numbing themselves through long days inste…
- The Exit Playbook for Business Owners with Scott Snider
For most entrepreneurs, building a business is the dream — but exiting successfully is often an afterthought. Most business owners pour their lives into creating a company only to face regret, financial gaps, or a lack of purpose when it's…
- The Next AI Revolution with Andrew Amann
AI is transforming business at breakneck speed and most entrepreneurs are struggling to keep up. From clunky chatbots to overwhelming tech stacks, many founders and CEOs are wasting time and money chasing trends instead of building real, s…
- Lessons from a Reluctant Entrepreneur with Mike Konrad
With 80% of new businesses seemingly destined to fail, the odds are stacked against most entrepreneurs. But today's guest is on a mission to shift that equation. From overcoming financial hardship and a lawsuit that nearly bankrupted him t…
- From Family Business to Franchise Empire with Michael Seitz
Big-box pet stores may offer convenience, but they often fall short when it comes to personalized service, expert nutrition advice, and a deeper overall commitment to pet wellness. Today's guest recognized this gap in the industry and set…
- Finding Purpose and Optimyzing Your Life with Michael Rovellio
After years of service in the U.S. Navy, and a successful career in the corporate world, Michael Roviello found himself battling crippling neck and back pain. This led to a less-than-successful surgery and self-medicating with alcohol and…
- Mastering Your Mindset with Michael Kohan
Are you feeling stuck in your personal or professional life, unable to break free from limiting beliefs that hold you back? Many high achievers struggle to find balance and fulfillment, often feeling overwhelmed by stress and self-doubt. I…
- The Purpose-Driven Handbook with Carly Pepin
Many professionals and entrepreneurs struggle with burnout, imposter syndrome, and the challenge of aligning their daily actions with their true passions. Without a clear vision and strategy, it's easy to lose momentum and feel disconnecte…
- Elevating The Customer Experience with Blake Morgan
In a rapidly evolving business landscape, customer experience is no longer just a department—it's a company-wide mindset. How can leaders create a customer-first culture that drives loyalty, improves engagement, and fuels long-term success…
- Crafting Your Dream Business with Kristin Steele
What does it take to scale a business from the ground up, navigate male-dominated industries, and build a company culture that thrives? As you'll hear from today's guest, leaders provide inspiration and remove obstacles to empower their te…
- The Power of Hyperfocus with John Torrens
What if the thing you thought was holding you back was your biggest strength? We've learned that over 62% of successful entrepreneurs have some form of ADHD. Struggling with distraction, impulsivity, and the constant pull of new ideas is s…
- From Burnout to Breakthrough with Jodi Hume
Entrepreneurship is a rewarding yet challenging journey. Entrepreneurs often feel isolated when working long hours, solving problems, and trying to grow their businesses. Many suffer from a lack of sleep and both mental and physical fatigu…
- The Entrepreneur's Financial Planning Checklist for 2025 with Andrew Rafal
If you're an entrepreneur, a typical day can feel like you're juggling a million things and being pulled in a hundred directions. Dealing with marketing, team building, client acquisition… the list goes on. But if your financial planning i…
- How to Train Your Mind & Memory at Any Age with Chester Santos
We've all been there: you're at a business conference or a dinner. You get introduced to a handful of people, you introduce yourself, you hear their names, and within two minutes, you completely forget all of them. One person who hasn't ha…
- Building Brand Authenticity with Veronique James
Entrepreneurs are always looking for an edge to stand out from their competition. One of the best ways to do this is by attracting and retaining driven talent and building a culture and atmosphere that the teams and customers enjoy working…
- Designing Spaces, Building Dreams with Dala Al-Fuwaires
In some ways, building the business of your dreams is like building your dream home. It starts with a concept and vision to create a place where everyone can relax, enjoy themselves, and make great memories in a beautiful space they can't…
- Building a Superfan Base with Brittany Hodak
One of the best ways for a business owner to obtain new business is through referrals. It's really hard to put a value on marketing from word of mouth. Now, imagine the possibilities if most of your clients were singing your company's prai…
- What the Grateful Dead can Teach us about Business with Brian Mohr
Though many simply think of them as a jam band, the Grateful Dead are one of America's longest-enduring, most unique, and best-performing businesses. Throughout a career that has lasted over five decades, they have created a culture, a hig…
- Purpose, Passion and Pajamas with Genevieve Piturro
Over the last 30 years, Genevieve Pitturo has had an extraordinary journey. She established herself as a television executive in New York City, but soon found herself looking to do something more with her life. This led her to create the P…
- Soulful Entrepreneurship with Lexi Godlewski
Discover how to build a thriving business while cultivating a life of purpose and joy. In this episode, I sat down with Lexi Godlewski, a successful entrepreneur who traded the corporate world for the beaches of Oahu. Lexi's journey is a c…
- Legal Tips for Entrepreneurs with Andy Contiguglia
No matter how big or small your business is, if you're an entrepreneur, at some point or another, you're probably going to need a lawyer. It's easy to overlook important details as you build and scale a business, especially when focused on…
- Transforming Your Brand with Jamie Windell
When entrepreneurs launch their businesses, their branding and website often leave little to be desired. Creating a website that is functional and is both pleasing to the eye and easy to navigate takes a lot of time and resources that many…
- The State Forty Eight Journey with Michael Spangenberg
In today's episode, I'm thrilled to be joined by Michael Spangenberg, CEO and co-founder of State Forty Eight–one of Arizona's most recognizable local apparel brands. Since 2013, Michael and his partners have been sharing clothing for all,…
- Merging AI & Authenticity to Tell Your Story with Dan Curran
When building a brand, everyone talks about the power of storytelling. These days, however, it's not as simple as starting a blog and expecting your audience to explode overnight. That's why people turn to today's guest, Dan Curran. Dan is…
- Finding Purpose in Every Pint with Megan Greenwood
Today, I'm talking to Megan Greenwood, founder of Greenwood Brewing, where she's making woman-owned, woman-inspired real beer for all. Megan was an enthusiast and a homebrewer before venturing on her own as an entrepreneur. So, how did she…
- Becoming a Persuasive Speaker: Insights from Terri Sjodin
Please enjoy this relaunch of one of our favorite episodes with Terri Sjodin. Whether you're an executive speaking in front of your colleagues, an entrepreneur leading a sales presentation, or even just talking with your friends, at some p…
- Prioritize your Time Like a Celebrity with Tarra Stubbins
When celebrities, musicians, and the ultra-wealthy want toget their time back and become more productive, they call Tarra Stubbins. Tarra made a career providing concierge services and assistance to artists like the Rolling Stones, Lady Ga…
- Building Wealth for You & Your Employees with Brian Hartstein
Today's guest is none other than Bayntree's Director of Corporate Development, Brian Hartstein. If you're a business owner looking for advice and strategies on tax planning or creating pensions, Roth IRAs and 401(k) plans, you've come to t…
- From Perfectionism to Progress with Andrew Rafal
Life as a business owner doesn't come without daily challenges to overcome. The marketplace is constantly changing with new competition and technology, in addition to managing your team, inbox, and voicemail. So, today's episode is all abo…
- Good Money: Derrick Kinney's Journey From Planner to Podcaster
Today's guest is Derrick Kinney. For over 20 years, Derrick has been helping people build wealth and find purpose in life by being better with money. He's the author of the bestseller Good Money Revolution , host of the Good Money Podcast…
- Chef to CEO: Aaron Chamberlin's Recipe for Success
Today, I'm talking to my good friend and serial entrepreneur Aaron Chamberlin. Aaron is a well known chef here in the Phoenix area who has owned a number of restaurants, including Saint Francis, Taco Chelo, and Phoenix Public Market, diver…
- Into the Storm: Navigating The Entrepreneurial Journey with Ryan Madrid
Today, I'm talking to Ryan Madrid, co-founder of Bison Ventures and host of the Into The Storm Podcast. After leaving corporate America, he joined VIP Mortgage as the Director of Business Development. Before long he was bringing in one bil…
- Meditation, Mindfulness and Living with Intention with Elizabeth Winkler
If you're growing a business and a family, you're probably more than a little familiar with moments of chaos. And if you're listening to this podcast, you probably know how it feels to have too much on your plate and perhaps wondered how t…
- How the 2024 Election Could Impact the Economy, Your Finances, and Your Retirement Savings
For many people, election years bring a lot of stress. That's especially true in the most recent elections. Media coverage is 24/7, and there are new polls and promises in the headlines, which can cause uncertainty among investors. So toda…
- Challenges, Choices, and Triumphs: An Aussie's American Dream in Arizona with Adrian Heyman
Building a successful career in an incredibly competitive real estate market doesn't happen by accident, especially when your area of expertise is luxury residential real estate. Today's guest has climbed to the top and is recognized as on…
- Embracing Authenticity & Fearless Entrepreneurship with Shannon Breen
Making the entrepreneurial leap and leaving Corporate America to create your own business is more than a leap of faith. Most new business owners face trials and tribulations along the way. But those who stick with it and believe in themsel…
- Unlocking the Wealth Mindset to Create the Future You Want with Anne Lester
It's very easy to rack up credit card debt. It's much more difficult to pay it off and considerably tougher to set yourself up for long-term financial success, to make good long-term decisions, or to avoid falling into classic pitfalls man…
- Leveraging the Power of AI and LinkedIn to Grow Your Business with Joe Apfelbaum
Today, I'm joined by Joe Apfelbaum. Spoiler alert! This episode is jam-packed with energy and passion. If you're interested in how AI, ChatGPT and LinkedIn can be used to its full potential to grow your businesses, this episode is for you.…
- How Andrew The Home Buyer Became a Household Name with Kyle Wyloge
Anyone living in Arizona, Nevada, or Utah has likely seen the TV commercials and the billboards for Andrew The Home Buyer. Today, you'll get a glimpse of the man who created the company that keeps growing year after year. Kyle Wyloge is a…
- The Importance of Financial Literacy with Vince Shorb
It's fair to say that our education system is flawed, but that's especially true when it comes to educating kids about money. Financial literacy still isn't being taught in schools no matter how much we talk about it–and what you do learn…
- Helping Small Businesses Build a Powerful Marketing Funnel
Building online businesses is tough–and closing that first deal can make or break your business. So many of us have been there, but today's guest found a way through–and he's here to talk about how he did it. Brian is the co-founder of Rot…
- Wild Ride of Serial Entrepreneurship with Travis Rosbach
I'm thrilled to share this conversation with a truly remarkable guest, Travis Rosbach. Travis is a serial entrepreneur, author, coach, speaker and consultant. From his humble beginnings, being raised in a home with very little money to the…
- Discovering the Wonders of Ayurvedic Medicine with Dr Meghana Thanki
On at least one occasion in your life, you've probably heard someone say "Your health is your wealth." But in practice, what does that really mean? How does holistic health and spirituality impact our wellbeing, and what can we do to live…
- Creating Connection Through Music with Brian Mohr
A song is a powerful thing. In just seconds, it can take us back to extremely specific memories–where we were, who we were with, what we felt, and what mattered most to us in that very moment. And in our modern world, we're always struggli…