E3: Carl Buccellato: The Road to Financial Freedom
Planet Wealth: Fortunes of the Brave
Release Date: 02/24/2025
E8: Kimberly Flynn: Inflation-Proof Alternatives in the Investment Landscape
Planet Wealth: Fortunes of the Brave
This week, Lance had the privilege of speaking with Kimberly Flynn, President of . Kimberly discusses her expertise in various investment vehicles, including closed-end funds (CEFs), ETFs, and commodity pools. The conversation delves into democratizing alternative investments and making them more accessible for everyday investors. Kimberly shares insights on sustainable investing with a focus on farmland opportunities and how real assets provide built-in inflation protection. Lance and Kimberly also explore the future of private markets, interval funds, and how individual investors can...
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E7: Travis Jamison: CapitalPad's Approach to Sustainable AI-Proof Wealth-Building
Planet Wealth: Fortunes of the Brave
This week, Lance sits down with Travis Jamison, founder of , to explore the transformative power of AI and its diverse impact across industries. Travis shares his journey as an entrepreneurial investor, offering practical strategies for wealth-building. He discusses the advantages and risks of investing in “boring” small businesses like HVAC and machining, highlighting their potential for high returns and long-term stability. He also explains his philosophy on smart investing through diversification and how CapitalPad helps connect investors with lucrative acquisition opportunities in...
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E6: Rachel Darivoff: The Great Wealth Transfer: Empowering a New Generation of Investors
Planet Wealth: Fortunes of the Brave
In this episode, Lance welcomes Rachel Darivoff, Brand Strategy Director at , to explore the Great Wealth Transfer—an $84 trillion shift from Baby Boomers to Gen Z and Millennials. She explains how this massive financial transition is driving younger generations away from traditional financial institutions toward digital-first experiences and personalized financial solutions. Rachel debunks common misconceptions about the Great Wealth Transfer and highlights how younger investors are building wealth through alternative investments and financial platforms like Robinhood and Coinbase....
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E5: Driss Benamour: How Decentralized Finance Can Be Your Path to Financial Freedom
Planet Wealth: Fortunes of the Brave
In this episode, Lance welcomes Driss Benamour, co-founder of , a pioneering fintech platform in the decentralized finance (DeFi) space. Driss shares his journey from serving as Uber’s global head of fintech products to co-founding Exponential.fi. The conversation explores key challenges in DeFi, such as complex user experiences, and how these obstacles led to the development of Exponential.fi. He underscores the value of relationships and mentorship throughout his career, particularly his time at Uber and in Silicon Valley. Driss also introduces Exponential.fi’s innovative tools,...
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E4: Dilshod Jumaniyazov: Understanding & Leveraging Data-Driven Finance
Planet Wealth: Fortunes of the Brave
In this episode, Lance sits down with Dilshod Jumaniyazov the Co-Founder and CEO of . Dilshod shares his journey from a finance enthusiast to a tech-driven entrepreneur with deep insights into data science and ethical investing. He discusses the challenges and triumphs of launching Musaffa, a global fintech platform providing Sharia-compliant investment tools that is currently trusted by over 3,300 users with a total portfolio exceeding $87 million. The conversation touches on the importance of data science, the role of the CFA in shaping his vision, and the transformational impact of...
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E3: Carl Buccellato: The Road to Financial Freedom
Planet Wealth: Fortunes of the Brave
In this captivating episode, Lance sits down with Carl Buccellato. Carl recounts his extraordinary journey from humble beginnings in Brooklyn to becoming a successful entrepreneur and investor. He shares tales of his early ventures, including selling wigs as a teenager and co-founding a roller hockey rink. Carl emphasizes the importance of having a quality business plan, accessing capital, and the resilience required to overcome numerous challenges. His invaluable insights into raising venture capital and the critical role of community resources offer a compelling guide for aspiring...
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E2: Roger Martin: Secrets From an Entrepreneur's Playbook
Planet Wealth: Fortunes of the Brave
In this episode, Lance welcomes Roger Martin, the CEO of , Co-Founder of , CEO & Co-Founder of , author, and the host of . During the discussion, Roger shares powerful insights from his extensive journey in corporate America and entrepreneurship. Reflecting on his early days at a pizza shop, he recalls learning the critical lesson of taking responsibility for his income—a spark that ignited a successful corporate career and eventually led him to founding Rockbox Fitness. Roger discusses the challenges new entrepreneurs face, highlighting the importance of perseverance, financial...
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E1: How Planet Wealth is Navigating the New Age of Wealth Creation
Planet Wealth: Fortunes of the Brave
In this debut episode, host Lance Woodson sits down with podcast producer and founder Mike DiCioccio to share the inspiring story behind Planet Wealth. This groundbreaking initiative aims to democratize access to capital for entrepreneurs often excluded from traditional financial systems. Lance discusses the mission of Planet Wealth, the challenges small business owners face, and how leveraging social media and a new era of wealth creation can transform entrepreneurial success. The conversation highlights the importance of storytelling, mindset, and building a strong team to overcome...
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Trailer
Planet Wealth: Fortunes of the Brave
Welcome to Planet Wealth: Fortunes of the Brave, hosted by Lance Woodson, co-founder and CEO of Planet Wealth. Join us as we revolutionize America’s financial landscape and tackle the growing divide between the "haves" and "have-nots." Our mission is to democratize access to capital and investment opportunities, equipping you with the tools and knowledge needed to thrive, whether you're a seasoned investor or just starting out. Tune in for success stories, expert insights, and actionable strategies that inspire change and foster inclusivity. Are you ready to transform your financial destiny?...
info_outlineIn this captivating episode, Lance sits down with Carl Buccellato. Carl recounts his extraordinary journey from humble beginnings in Brooklyn to becoming a successful entrepreneur and investor. He shares tales of his early ventures, including selling wigs as a teenager and co-founding a roller hockey rink. Carl emphasizes the importance of having a quality business plan, accessing capital, and the resilience required to overcome numerous challenges. His invaluable insights into raising venture capital and the critical role of community resources offer a compelling guide for aspiring entrepreneurs and business owners. Carl's diverse experiences underscore his belief that anyone can achieve financial success with the right strategy and tenacity.
Moreover, Carl discusses some of his significant business achievements, such as raising $40 million for a software company that provided online networking for the mortgage industry and taking other ventures public. He underscores the significance of having a long-term vision, maintaining cash flow and reserves, and being prepared for industry fluctuations. With anecdotes from his life and practical advice for new entrepreneurs, Carl provides a holistic view of the paths to financial freedom. He also shares his dedication to supporting and mentoring the next generation, cementing his legacy as a business leader and educator.
Topics Include:
- Carl’s Early Entrepreneurial Ventures
- Carl’s Role in The Intercontinental Exchange
- The Importance of Capital When Scaling Up
- Reflections on Building a Business Empire
- The True Power of Financial Goal-Setting
Resources mentioned in this episode:
Connect with Carl:
Let's Get Social: Connect with Planet Wealth
Visit Us: Planet Wealth Website
Produced By: Social Chameleon