326 episodes
The Deep Wealth Podcast - Extracting Your Business And Personal Deep Wealth Deep Wealth by Jeffrey Feldberg
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5.0 • 31 Ratings
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Financial freedom can feel like a distant dream, but what if it was within your reach? Do you want to boost your profits, elevate your business value, and create an optimal post-exit life path? The Deep Wealth Podcast is the source to exclusive strategies designed to steer you towards extraordinary success.
Did you know that a staggering 90% of liquidity events fail? Even "successful" exits often leave between 50% to over Here's a shocking fact: 90% of liquidity events fall short. Even those "successful" exits often leave between 50 to over 100% of value in the buyer's hands
At The Deep Wealth Podcast, we're all about sharing the strategies that paved the way for our founders' 9-figure exit journey. It's time to unleash your deep wealth and enrich both your business and personal life.
Subscribe now and take the first step towards your journey to financial freedom:https://iapdw.com/podcast
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CAPitalizing Success: Christopher Panagiotu’s Strategy from Ground Zero to Wealth Hero (#326)
“Enjoy every second.” -Christopher Panagiotu
This episode features Chris Panagiotu, a certified financial planner, author, podcast host, and founder of Capitalize Your Finances, LLC. Chris shares his journey from investing at a young age to becoming a leading financial advisor, emphasizing the importance of true financial planning over mere investing.
00:00 Meet Chris Panagiotu: A Financial Planning Prodigy
00:42 The Rise of Capitalize Your Finances, LLC
14:42 Chris's Approach to Financial Planning and Wealth Building
27:55 Diving Deep into Asset Allocation Strategies
34:44 Mastering Debt Management: Strategies for Business Owners and Individuals
49:47 Reflections and Advice: The Journey of Financial Independence
Click here to subscribe to The Deep Wealth Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
Capitalize Your Finances
CAPitalize Your Finances Podcast
Chris Panagiotu / X
@capincapitalize | Instagram
CAPitalize Your Finances - YouTube
Christopher Panagiotu | LinkedIn
CAPitalize Your Finances With Jeffrey Feldberg
Learn More About Deep Wealth Mastery
FREE 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 Call
Resources To Have You Thrive And Prosper
Looking to unlock your path to wealth and success? The Deep Wealth Podcast is your go-to source to extract your deepest wealth in business and life. Picture yourself mastering the foundational strategies that led our founders to a 9-figure exit.
Ready to grow your profits, boost the value of your business, and optimize your life post-exit? Shoot us a quick email at insights[at]deepwealth.com with "Deep Wealth" in the subject line for more info.
Click the links below to explore the resources, gear, and books that have paved the way for our guests and the high-achieving Deep Wealth team to reach remarkable success.
Looking forward to helping you unlock the riches and success you deserve!
https://www.deepwealth.com/thrive
Contact Deep Wealth:
Client testimonials The Deep Wealth Strategy Map LinkedIn Instagram Subscribe to The Deep Wealth Podcast Help us pay it forward by leaving a review.
May you continue to thrive and prosper while remaining healthy and safe! -
Achieving Financial Freedom with Entrepreneur And Thought Leader Adam Carroll And The Shred Method (#325)
“If you want to change your life change the questions you’re asking.” -Adam Carroll
In this episode of the Deep Wealth Podcast, Adam Carroll, a finance literacy expert and founder of The Shred Method, discusses strategies for achieving financial freedom and managing personal finances efficiently. Carroll shares insights from his own journey from debt-ridden graduate to financially free and outlines how his Shred Method helps individuals and families break free from debt and build wealth. The episode also touches on the impact of social media on spending habits, the difference between calculated risk and risky financial decisions, and the importance of mastering money management and public speaking skills.
03:25 Adam Carroll's Personal Financial Transformation
12:16 Introducing the Shred Method: A Game Changer for Financial Freedom
21:30 The Power of Technology and Mindset in Financial Management
28:09 Childhood Programming and Its Impact on Adult Spending
29:43 Creating Generational Wealth: Small Changes, Big Impact
31:56 The Shred Method: A Behavior Modification Tool for Financial Health
36:58 The Magic Penny: A Lesson in Compound Interest
41:17 Achieving Financial Clarity and Peace of Mind with Shred
Click here to subscribe to The Deep Wealth Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
The Shred Method
Adam Caroll Books in Amazon
Learn More About Deep Wealth Mastery
FREE 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 Call
Resources To Have You Thrive And Prosper
Looking to unlock your path to wealth and success? The Deep Wealth Podcast is your go-to source to extract your deepest wealth in business and life. Picture yourself mastering the foundational strategies that led our founders to a 9-figure exit.
Ready to grow your profits, boost the value of your business, and optimize your life post-exit? Shoot us a quick email at insights[at]deepwealth.com with "Deep Wealth" in the subject line for more info.
Click the links below to explore the resources, gear, and books that have paved the way for our guests and the high-achieving Deep Wealth team to reach remarkable success.
Looking forward to helping you unlock the riches and success you deserve!
https://www.deepwealth.com/thrive
Contact Deep Wealth:
Client testimonials The Deep Wealth Strategy Map LinkedIn Instagram Subscribe to The Deep Wealth Podcast Help us pay it forward by leaving a review.
May you continue to thrive and prosper while remaining healthy and safe! -
Sally Gimon Shares Little Know But Proven Strategies On How To Maximize Wealth Through Minimizing Taxes (#324)
“Start investing in real estate as early as possible.” -Sally Gimon
This episode of the Deep Wealth Podcast features Sally Gimon, an insurance agent turned real estate investor and spendthrift trust expert. Sally shares her financial journey, detailing a critical turning point that led her to real estate investing and eventually to mastering wealth management and tax planning through spendthrift trusts.
02:11 A Focus on Tax Optimization
03:19 The Turning Point: Real Estate Success and Tax Challenges
07:47 The Mechanics of the Spendthrift Trust: Legal, Tax, and Business Benefits
18:10 Potential Downsides and the Importance of Maintenance
25:56 Deep Wealth Podcast Wrap-Up: The Power of Knowledge and Action
Click here to subscribe to The Deep Wealth Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
Save Federal Taxes With A Spendthrift Trust
Podcast: Stop Paying Capital Gains, NOW!
sally gimon (@GimonSally) / X
Sally Gimon (@sallygimon) • Instagram
Sally Gimon | Facebook
Sally Gimon - YouTube
Sally Gimon | LinkedIn
Spendthrift Trust Save Money (@spendthrifttrust) | TikTok
Learn More About Deep Wealth Mastery
FREE 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 Ca
Resources To Have You Thrive And Prosper
Looking to unlock your path to wealth and success? The Deep Wealth Podcast is your go-to source to extract your deepest wealth in business and life. Picture yourself mastering the foundational strategies that led our founders to a 9-figure exit.
Ready to grow your profits, boost the value of your business, and optimize your life post-exit? Shoot us a quick email at insights[at]deepwealth.com with "Deep Wealth" in the subject line for more info.
Click the links below to explore the resources, gear, and books that have paved the way for our guests and the high-achieving Deep Wealth team to reach remarkable success.
Looking forward to helping you unlock the riches and success you deserve!
https://www.deepwealth.com/thrive
Contact Deep Wealth:
Client testimonials The Deep Wealth Strategy Map LinkedIn Instagram Subscribe to The Deep Wealth Podcast Help us pay it forward by leaving a review.
May you continue to thrive and prosper while remaining healthy and safe! -
Coach And Goal Whisperer Gabe DeRita Reveals The Power of Trust and Authentic Leadership To Unlock Your Unice (#323)
“Trust Your Heart.” -Gabriel DeRita
Unleashing Authentic Leadership: A Conversation with Gabe DeRita
This episode of the Deep Wealth Podcast features Gabe DeRita, a personal growth enthusiast and professional coach known as the 'goal whisperer'. Gabe shares his transformative journey from leaving a successful tech sales career to traveling the world by bicycle, which led him to discover his passion for coaching. Gabe's unique approach draws from various wisdom sources and practices, underpinned by his diverse career background in management, sales, and consulting across multiple industries.
00:00 Meet Gabe DeRita: The Goal Whisperer
09:29 Unlocking Leadership Potential: Common Challenges and Unique Solutions
17:37 The Art of Authentic Leadership and Cultural Transformation
28:18 The Role of a Leader in Fostering a Safe and Trusting Culture
34:58 Cultivating Authentic Leadership and Personal Growth
43:44 The Essence of Authentic Leadership and Its Impact
Click here to subscribe to The Deep Wealth Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
Gabe DeRita Coaching
Gabe DeRita (@funngabe) • Instagram photos and videos
Gabe DeRita | Facebook
Gabriel DeRita, PCC - Facilitation Coach & Consultant - UFacilitate | LinkedIn
Learn More About Deep Wealth Mastery
FREE 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 Call
Resources To Have You Thrive And Prosper
Looking to unlock your path to wealth and success? The Deep Wealth Podcast is your go-to source to extract your deepest wealth in business and life. Picture yourself mastering the foundational strategies that led our founders to a 9-figure exit.
Ready to grow your profits, boost the value of your business, and optimize your life post-exit? Shoot us a quick email at insights[at]deepwealth.com with "Deep Wealth" in the subject line for more info.
Click the links below to explore the resources, gear, and books that have paved the way for our guests and the high-achieving Deep Wealth team to reach remarkable success.
Looking forward to helping you unlock the riches and success you deserve!
https://www.deepwealth.com/thrive
Contact Deep Wealth:
Client testimonials The Deep Wealth Strategy Map LinkedIn Instagram Subscribe to The Deep Wealth Podcast Help us pay it forward by leaving a review.
May you continue to thrive and prosper while remaining healthy and safe! -
Practical Wealth Advisor Curtis May Reveals Proven Principles That Create Wealth And Peace Of Mind (#322)
“Remember that you’re always in the marketing business.” -Curtis May
In this episode of the Deep Wealth Podcast, host Jeffrey Feldberg welcomes Curtis May, the creator and owner of Practical Wealth Advisors and host of the Practical Wealth Show Podcast. With over 35 years of experience in individual planning, Curtis shares his journey from recognizing his true calling in the financial world to adopting and refining strategies for wealth creation that have stood the test of time globally. Before diving into Curtis's insights, the episode introduces Deep Wealth and the Deep Wealth Mastery Program, highlighting testimonials from graduates who have found extraordinary value and success following the program.
02:39 Curtis May's Journey: From Personal Development to Financial Expertise
06:02 Raising Entrepreneurial Kids: Curtis May's Parenting Philosophy
14:25 Mastering Cash Flow: Curtis May's Financial Strategies
23:50 Identifying and Plugging Financial Leaks
28:21 Transforming Personal Finance with Practical Wisdom
31:29 Success Stories: Real-Life Financial Transformations
37:14 Investing in Yourself: The Ultimate Wealth Strategy
42:50 The Power of Marketing in Business Success
Click here to subscribe to The Deep Wealth Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
Practical Wealth Solutions website
Curtis May - Practical Wealth Solutions LLC in assocation with Alpha Omega Wealth | LinkedIn
Learn More About Deep Wealth Mastery
FREE 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 Call
Resources To Have You Thrive And Prosper
Looking to unlock your path to wealth and success? The Deep Wealth Podcast is your go-to source to extract your deepest wealth in business and life. Picture yourself mastering the foundational strategies that led our founders to a 9-figure exit.
Ready to grow your profits, boost the value of your business, and optimize your life post-exit? Shoot us a quick email at insights[at]deepwealth.com with "Deep Wealth" in the subject line for more info.
Click the links below to explore the resources, gear, and books that have paved the way for our guests and the high-achieving Deep Wealth team to reach remarkable success.
Looking forward to helping you unlock the riches and success you deserve!
https://www.deepwealth.com/thrive
Contact Deep Wealth:
Client testimonials The Deep Wealth Strategy Map LinkedIn Instagram Subscribe to The Deep Wealth Podcast Help us pay it forward by leaving a review.
May you continue to thrive and prosper while remaining healthy and safe! -
Author And Success Coach Staci Wallace Share How To Welcome Purpose And Profits (#321)
“Focus on things money can’t buy.” -Staci Wallace
This episode of the Deep Wealth Podcast features entrepreneur and business mentor Staci Wallace, who shares her journey from personal hardship to developing a successful business and coaching program, Fueled by Fire Mastery Program, alongside her husband Larry. The podcast discusses the challenges and failures many business owners face during liquidity events and the importance of preparation and mindset in achieving success. Staci delves into her transformative life experiences, including overcoming trauma, establishing a successful career in business psychology and growth hacking, and the role faith played in her and her clients' lives. She also introduces her S.W.E.E.T.
03:31 Staci's Journey: From Music to Business
08:33 The Role of Faith in Staci's Success
12:30 The Sweet Spot Audit: A Tool for Personal and Business Growth
25:32 The Importance of Mental Strength and Personal Investment in Leadership
35:35 The Power of Purpose and Serving a Higher Purpose
41:04 The Importance of Focusing on Things Money Can't Buy
Click here to subscribe to The Deep Wealth Podcast to save time and effort.
SELECTED LINKS FOR THIS EPISODE
Staci Wallace
Podcast
Staci Wallace | X
Staci Wallace (@staciwallace) • Instagram photos and videos
Staci Wallace
Learn More About Deep Wealth Mastery
FREE 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 Call
Resources To Have You Thrive And Prosper
Looking to unlock your path to wealth and success? The Deep Wealth Podcast is your go-to source to extract your deepest wealth in business and life. Picture yourself mastering the foundational strategies that led our founders to a 9-figure exit.
Ready to grow your profits, boost the value of your business, and optimize your life post-exit? Shoot us a quick email at insights[at]deepwealth.com with "Deep Wealth" in the subject line for more info.
Click the links below to explore the resources, gear, and books that have paved the way for our guests and the high-achieving Deep Wealth team to reach remarkable success.
Looking forward to helping you unlock the riches and success you deserve!
https://www.deepwealth.com/thrive
Contact Deep Wealth:
Client testimonials The Deep Wealth Strategy Map LinkedIn Instagram Subscribe to The Deep Wealth Podcast Help us pay it forward by leaving a review.
May you continue to thrive and prosper while remaining healthy and safe!
Customer Reviews
Great Host & Content
As a guest on this show and a listener, Jeffrey asks the right questions to find the wisdom in his guests to make a valuable episode for his audience. Great podcast!
Essential For Any Business Owner
Jeffrey offers an honest perspective on how to sell your business and avoid mistakes that could be costly! I’m implementing many of his recommendations. Highly recommend!!
Excellent & Practical Lessons for Business Leaders
Jeffrey Feldberg is an excellent pragmatic leader that helps you in business and personal growth. I love his insightful questions and insights that he pulls out of his guests. I had the honor of being a guest on his show, and he was definitely one of my favorite show hosts with the level of preparation and inquisitive thoughts that he shared.