Wealthy Wellthy Wise | Millionaire Mindset Conversations With Counter-cultural Leaders. Grow Your Wealth Without Sacrificing

While most—especially listeners here—would agree health is TRUE wealth... there’s also an undeniable connection between your health and financial wealth. One example of this: stress has already been linked to the six leading causes of death—and a recent study by Northwestern Mutual found that money was by far the leading source of stress for Americans. It’s also true that when your energy is low—especially when you don’t know why—your income and stress levels suffer. This can create a negative cycle that is very hard to break free from. It’s also why I’m so excited about today’s interview... Because in this episode of the Wealthy Wellthy Podcast, my guest may just have the answers you have been searching for. His name is Warren Phillips M.S.—he’s a serial entrepreneur and wellness innovator who had to overcome a life-threatening condition caused by extreme toxicity. By cracking the code on what he calls “true cellular detox” Warren transformed his own life (including his financial well-being) and has helped t

Today on The Wealthy Wellthy Podcast I interview Eric Brotman. Eric is a Certified Financial Planner (CFP®), Accredited Estate Planner (AEP®), Certified Private Wealth Advisor (CPWA®) and the CEO of BFG Financial Advisors, an independent firm assisting clients with wealth creation, preservation, and distribution. He is also the host of the “Don’t Retire… Graduate!” podcast, a show dedicated to teaching listeners how to advance into retirement rather than retreating into it. In this conversation, Eric and I cover wealth and financial planning on many fronts. We talked about how to prevent yourself from outliving your money, what steps should be taken at each phase of life to lead to financial independence.  We share similar views on income and wealth, one does not equal the other. Eric shares that debt is the number one impediment on financial independence and how wealth is not as reliant on math as it is on financial literacy. Are you looking to retire (graduate) early? Eric and I discuss the F.I.R.E. methodo

On this episode of The Wealthy Wellthy Podcast, I chat with Ron Lynch. Ron is a creative director and marketing strategist that consults for a variety of consumer companies. He has written, directed and executive produced over 90 long form commercials and 300 traditional short form television ads and has even won numerous Telly’s and ERA awards including “Best Infomercial of the Year.” Ron has helped entrepreneurs and Fortune 500 companies build brands through direct sales via television and the web and his strategic outlines have guided product launches for companies like Rug Doctor, Eagle One, AeroGarden, Silk’n Beauty, The Hunter Fan Co., Valvoline, and GoPro. Ron also regularly provides success coaching for elite marketers and frequently speaks at Universities as an expert in the direct response field. Throughout this conversation, Ron shares the secret of how to flash grow your business to become a billion dollar brand. In an impromptu exercise, he shows his genius with a technique for identifying your t

On this episode of The Wealthy Wellthy Podcast, I interview Denise Wiesner. Denise is certified by ABORM, the American Board of Oriental Reproductive Medicine, she is the founder of Natural Healing & Acupuncture in West Los Angeles, California, a certified sex coach, Licensed Acupuncturist, and herbalist. Denise has been in practice since 1994 with an emphasis on women’s issues and pain control. She treats women’s conditions in various stages of life – from menstrual disorders, infertility, pregnancy to menopause. She is also the author of Conceiving With Love: A whole body approach to creating intimacy, reigniting passion, and increasing fertility    In this conversation, Denise and I explore topics ranging from sex and intimacy to the chemistry and physiology of arousal. We talk about communication and the role it plays in achieving a more pleasurable sex life, interestingly Denise shares that shame or fear is the most common reason people avoid speaking with their partner about sex. Despite this age of

On this episode of the Wealthy Wellthy Podcast, I welcome Polly Alexandre. Polly overcame decades of self-limiting beliefs and negative patterns about money, to live the life she was always meant to live. She’s an Intuitive Healer and certified Master Coach that travels the world helping creative and spiritual entrepreneurs manifest the resources needed to succeed. She is also the creator of Money Beautifully™, a program that harnesses powerful energy clearing techniques and transformational coaching to help rewrite her client’s money stories.   Polly helps changemakers and spiritual leaders fulfill their soul’s purpose and use their gifts to change the world. In this episode, we talk about money mindset and the many roadblocks we are faced with when it comes to financial confidence, Polly believes that money is the gateway to personal and spiritual growth, and without understanding underlying fears it can be hard to see what’s standing in the way of our success. We talked in-depth about the coexistence of sp

On this episode of the Wealthy Wellthy podcast, we talk relationships with Bernardo (Bern) Mendez. From age 17 until Bern was about 23, he participated as a volunteer staff member in many self-help seminars around the world, which gave him an invaluable insight into how he could help others create meaningful and lasting changes in their lives. Bern has a serious passion to help others learn and live by the rules of relationships. He started posting videos to his YouTube channel, Yourgreatlifetv, after being inspired to share his message on relationships. Fast forward 9 years, he now reaches nearly eighty thousand men and women every month on his channel. Bern talks about the importance of clear and direct communication when pursuing and sustaining a relationship. So much heartache and frustration can be eliminated if both people are clear about what they are looking for in a partner, what they anticipate the relationship to look like, and their future intentions. I get a little vulnerable and share some of my

On this episode of the Wealthy Wellthy podcast, I spoke with Jonathan Levi, a lifelong entrepreneur and innovator who is committed to helping people all over the world understand and live what it truly means to be a learner. Jonathan and I became fast friends during this interview, we are on the same wavelength throughout the conversation. Jonathan grew up in Silicon Valley but realized as an adolescent and young adult that he did not like the person he had to be to succeed there. During and after college, he tried to expose himself to other cultures and traditions until he fell in love with Tel Aviv and decided to move there, stepping out on faith with no solid plan for his future. He began working on creating online courses as a side hustle and over the past few years, this has grown to be his full-time job and more. The Superhuman Academy has taught 250,000 students worldwide and has accrued 3.5 million podcast downloads. Since he began college, Jonathan has invested in real estate for passive income and h

On this episode of the Wealthy Wellthy podcast, I interview my good friends Mira and Jayson Calton, a couple whose work in the field of nutrition inspires me. When Mira was 30 years old, her body started shutting down. After a few tests, she found out that she had advanced osteoporosis, which was shocking considering her age and her relatively healthy lifestyle. In her search for answers and for alternative treatments to the extreme medications prescribed to her, she met Dr. Jayson Calton. Jayson was interested in Mira’s case and the two began to take a deeper look at nutrition, specifically macronutrients and micronutrients. They realized that Mira’s body simply was not absorbing the micronutrients that were so essential to healthy bones, but they weren’t sure why. Before long, they got married and began to travel around the world to determine how people living in rural or primitive settings don’t seem to struggle with issues like osteoporosis and diabetes. This research has taken them to 145 countries and a

On this episode of the Wealthy Wellthy podcast, Nichole Stohler, “The Richer Geek”. Nichole became interested in real estate and real estate investing after reading Robert Kiyosaki’s book entitled “Rich Dad, Poor Dad”, and she and her husband started their journey in the industry in 1999. Their first attempt failed, but through that experience and over the next several years, they learned a lot from their mistakes to prepare them for future endeavors.  In 2011, they really began their concentrated effort on real estate investing, and the rest – as they say – is history. In her W2 job in the tech industry, Nichole notices a lot of people relying on their 401(k) plans as their main or sole source of “retirement” savings, but most people don’t realize that real estate investments have a much higher rate of return and provide much more flexibility and personal choice along the way. By simply matching your company’s 401(k) amount and putting the rest of what you would have contributed to “max out” that retirement

My guest on this episode of the Wealthy Wellthy podcast is Dr. Shiroko Sokitch, founder of Heart to Heart Medical Center in Santa Rosa, California. Dr. Sokitch’s story is very unique in that a traumatic experience at a young age instantly convinced her that she wanted to be a doctor in order to help and heal people. She went the traditional medical route, even saving a patient’s life during ER surgical residency, and at age 27 she had an epiphany about the difference between saving a life and living a life.  A friend of hers gave her the book “The Web That Has No Weaver”, which opened her eyes to the potential of Chinese medicine in making sense of strange things. She went to acupuncture school while working in the ER and dreamed of one day opening a medical center in California that would blend these two worlds. Dr. Sokitch came to realize that Western medicine focuses on fixing the issues and symptoms that people have while Eastern medicine relies more heavily on healing the root causes of those issues and

I was introduced to Josh Whiton by a mutual friend not to long ago and my view of the world has been expanded ever since that day. Josh has a way of actualizing his lofty goals of elevating the world by integrating his passions in the areas of business, technology, social justice, and environmentalism. On this episode of the Wealthy Wellthy podcast, Josh and I discuss his deep-seated desires for autonomy and freedom paired with his proclivity towards wanting the make the world a better place by following his curiosity and serving his higher purpose. Josh started his entrepreneurial journey shortly after graduating from college, and for the past decade, he has found strategic ways to solve problems and serve his community. He has always been an independent thinker, elevated to a higher place of existence and understanding by spiritual experiences that enhance his perspective of the world at large. He believes that the future of humanity exists at the intersection of business, technology, social justice, and en

My guests on this episode of the Wealthy Wellthy podcast, CrisMarie Campbell and Susan Clark, are experts on conflict and communication in relationships. The pair met more than 20 years ago and they quickly hit it off, first as business associates working in the corporate world, helping companies enhance teamwork by understanding conflict in that setting. As they became a couple, they found that they were better able to understand and communicate with their clients about the conflict in couple’s relationships as well. CrisMarie and Susan share the different dynamics that are involved and the far-reaching impacts of embracing conflict in relationships. From the perspective of increased intimacy and fulfillment, their discussion was eye-opening when it comes to trusting the other person enough to be open and vulnerable with them and trust that they will reciprocate. They talked about healthy and unhealthy conflict and how it is important to define the lines that should not be crossed based on each person’s pref

On this episode of the Wealthy Wellthy podcast, I talked with Robert Kandell, host of the “Tuff Love podcast” and author of “unHIDDEN: A Book For Men and Those Confused By Them”. In the late 1990s, Robert went through a series of personal transformations that led him to make some significant changes in his life. He started a new company in 2005, but after about 9 years he realized that he was not in alignment with the direction of the organization, so he started his consulting business in 2014. Since then, he has been helping men and women alike understand the dynamics between them and the ways in which the mindsets ingrained in them since birth are no longer sufficient or productive. His book is intended to serve as a translational guide between the genders, ultimately helping men and women understand each other, their needs, their goals, and their communication styles, especially in the new social landscape that has emerged since the “Me Too” movement of 2017. Robert believes that women are more empowered t

On this episode of the Wealthy Wellthy podcast, I talked with David Keller of Sierra Alpha Research, a firm specializing in behavioral finance. David comes from a finance background where he studied the statistics behind people’s purchasing and money decisions, and he has found that his sweet spot is helping his clients unpack their behavioral baggage to see how psychology affects their behaviors.  One of his main pieces of advice is to write down your investment plan and determine the rules that will govern your investment decisions. By sticking to the specific benchmarks and timeframes you have set out for yourself, you remove any element of endowment, confirmation, or narrative biases from your process, making your investment decisions more level-headed and less impulsive. David advises new investors to evaluate how much time they have to commit to working on their investments and not put expectations on themselves that are more than they are capable of. A good rule of thumb is to buy good companies at a g

On this episode of The Wealthy Wellthy Podcast, I welcome guest Mike Michalowicz. Mike is the entrepreneur behind three multimillion-dollar companies and is the author of Profit First, The Pumpkin Plan and what BusinessWeek deemed the entrepreneur’s cult classic, The Toilet Paper Entrepreneur. Profit First is one of my favorite books so I am very excited Mike joined me on this episode. In this conversation, we take a closer look into Mike's “profit first” model and fiscal responsibility. I have taught so many of my clients about personal finance and how to use the profit that they take from their business into their household, but Mike points out one area entrepreneurs historically fall short is establishing how much profit they are going to take from their business first. According to the Small Business Administration, 83% of small businesses are in check-to-check survival, and Mike notes that if your business is operating this way, you are not taking care of yourself and likely not listening to what your bu

Barton Scott and I met at a wachuma experience some time ago, and the more I learned about his company, the more I realized that I needed to have him on the Wealthy Wellthy podcast to share his knowledge with my listeners. Coming from a chemical engineering background, Barton knew that something strange was going on when, as a college athlete, his body was being depleted of nutrients even though he was taking plenty of supplements every day. His suspicions were confirmed when tests came back revealing that he was deficient in a lot of the same minerals he was taking every day, meaning that there was an issue with absorption. He soon realized that this was not an isolated situation but that many people who take supplements of certain minerals never actually receive the intended benefits. Barton started Upgraded Formulas as a solution to this widespread problem, focusing first on doing hair analysis rather than blood to assess clients’ health trends over the past 6 weeks, and then using a technology Barton crea

On this episode of The Wealthy Wellthy Podcast, I interviewed Eve Picker, Founder, and CEO of Small Change, a crowdfunding site for real estate investing. Eve shared some of her background in urban design and community development and described how the economic shifts of the mid-2000s caused her to get involved in securities law unexpectedly. When the Jobs Act of 2012 loosened restrictions on crowdfunding, among other things, she realized the opportunity in front of her to use her new securities knowledge to support her first love of community development in the form of the Small Change crowdfunding platform. Eve and I had a great chat about the drastic impact that her platform has had in allowing unaccredited investors to enter the real estate investing space as well as the positive impacts that developers, with projects on the site, are having on the communities where they’re working. While many real estate developers and investors have found the wealth of opportunity available through Small Change, there i

On this episode of the Wealthy Wellthy podcast, I talk with my friend Lisa Copeland about the car-buying experience. Lisa owned a very successful car dealership in Austin until she sold it a few years ago, and she has spent the time since then researching the female consumer and compiling her knowledge and experiences into her new book: “Car Buying Her Way”. Lisa recognized early on that the automotive industry was male-dominated, and male salespeople often don’t have the patience or expertise to effectively work with female customers. Additionally, many women dread the car buying experience because of the perceived uncertainties and stress associated with the process. Lisa’s goal is to get the word out about the 4 steps everyone should take before going to the car dealership to take control of the situation and even enjoy the process: (1) Search for the car you want ahead of time, (2) know your budget, (3) know your down payment, and (4) know your trade-in value. She also shares trade secrets and pulls back

The Money Couple, Scott and Bethany Palmer, joined me for this episode of The Wealthy Wellthy Podcast. Scott and Bethany are financial advisors that have devoted the past 11 years of their professional lives to helping couples save their marriages. Through their research, they found 80% of couples do not talk about money before they get married and 75% of divorces are caused by disagreements surrounding money or how it should be handled. Scott and Bethany want to change the narrative and help couples understand themselves and their spouses in an effort to create more open and amicable discussions about their finances. Their perspective on marriage and money as well as their 5 Money Personalities framework is so helpful in understanding why things often break down and why spouses are often not on the same page. Couples have been brought back from the brink of divorce as a result of working with Scott and Bethany to identify their money personalities and creating a plan moving forward. Hopefully you will find t

On this episode of The Wealthy Wellthy Podcast, my new friend Natalie Matushenko joined me to discuss her passion for helping men and women design their power and purpose during the second half of their lives. Natalie personally experienced a mindset shift when her hormones began changing in her late 30s and her epiphany was that she wanted to step back from her job in the financial sector to help others. Many people, particularly women, spend their 20s and 30s caring for their children and families, and when their kids are out of the house and their hormones begin changing, they find themselves wondering if they are really doing what they want to do with their lives. Through this subtle shift or as a result of a specific event, they often realize that they have the time and space to be more self-aware and even pursue goals or dreams that they have never thought possible. Perhaps they are disenchanted with the career ladder they have been climbing in the pursuit of “more” and want to do something that will ma