loader from loading.io

E35: Bridging the Wealth Gap: Founder and Investor Lessons from 2025

Planet Wealth: Fortunes of the Brave

Release Date: 12/29/2025

E35: Bridging the Wealth Gap: Founder and Investor Lessons from 2025 show art E35: Bridging the Wealth Gap: Founder and Investor Lessons from 2025

Planet Wealth: Fortunes of the Brave

2025 closes by revisiting the most practical lessons shared by founders, investors, and community builders across this year’s Fortunes of the Brave conversations. This recap threads together a single theme: better decisions happen when your mindset, strategy, and community support are aligned. First, we return to a mental framework for entrepreneurs and investors who feel the pressure of constant uncertainty. A five-step system called PEACE outlines how positive thinking, embracing challenge, appreciation, certainty, and empathy can reduce fear-based reactions and improve decision quality....

info_outline
E34: Michael Scarpati: Rethinking Retirement For The Rest Of Us show art E34: Michael Scarpati: Rethinking Retirement For The Rest Of Us

Planet Wealth: Fortunes of the Brave

For too long, retirement planning and independent fiduciary financial advice have felt reserved for the top 1 to 2 percent. In this episode of Fortunes of the Brave, Mary Kathryn Johnson sits down with Michael Scarpati, CEO and co founder of Retire.us, to unpack how technology and true fiduciary financial planning can finally open the doors for everyday Americans. Michael shares how his platform connects people with independent fiduciary financial advisors who focus on holistic retirement planning, not just selling products. They dig into the mindset barriers that keep people with 50,000 to...

info_outline
E33: Dan Egan: The Behavior That Builds Wealth show art E33: Dan Egan: The Behavior That Builds Wealth

Planet Wealth: Fortunes of the Brave

Mary Katherine Johnson sits down with Dan Egan, VP of Behavioral Finance & Investing at Betterment, to decode how our habits, narratives, and timing drive financial outcomes more than hot tips ever will. Dan explains why success comes from matching risk to time horizon, building automatic systems that spare your willpower, using tax-aware prompts (hello, long- vs short-term gains), and reframing money from a scarce enemy to a tool you can wield responsibly, and often with your community. We dig into teachable moments that stick, how to design routines that “pay yourself first,” why...

info_outline
E32: Nick Malouin: From Chaos to Clarity: How Innovators Turn Uncertainty Into Action show art E32: Nick Malouin: From Chaos to Clarity: How Innovators Turn Uncertainty Into Action

Planet Wealth: Fortunes of the Brave

Mary Katherine Johnson welcomes Nick Malouin, Senior Strategy Director at Electric Innovation, to unpack how innovation strategy turns ambiguity into action. From Capgemini to Electric, Nick has spent a decade taking ideas from insight to in-market—bridging hard data with human truth so teams can build products people actually want. He breaks down why the best work starts with the consumer journey, not the org chart; how to separate signal from noise with out-of-category insights; and why “possible futures” beat single-line forecasts. If you care about product development, consumer...

info_outline
E31: Janice Shade: How Community Capital Moves Money from Wall Street to Main Street show art E31: Janice Shade: How Community Capital Moves Money from Wall Street to Main Street

Planet Wealth: Fortunes of the Brave

Community capital, crowdfunding, and local investing take center stage in this episode of Fortunes of the Brave. Systems entrepreneur and financial innovator Janice Shade, co-founder of Milk Money Vermont and founder of Capital Innovation Lab and Fundamenta, joins host Lance Woodson to unpack how everyday people can invest in the small businesses that define their hometowns. From her early days at Seventh Generation questioning the “green premium” to designing new models for Main Street investing, Janice shows why traditional capital markets leave most founders and communities...

info_outline
E30: Chad Hufford: Dare to Be Different: The Blueprint for Abundance show art E30: Chad Hufford: Dare to Be Different: The Blueprint for Abundance

Planet Wealth: Fortunes of the Brave

Mary Katherine Johnson welcomes Chad Hufford, Founder & Financial Planner at Veritas Wealth Management, for a refreshingly human conversation about building wealth you’ll actually want to live with. Chad argues we’re wired for scarcity and crowd-following—great for survival, terrible for long-term freedom—so real progress starts with mindset, meaning, and management of the investor (not just the investments).  You’ll hear how to define date-specific, dollar-specific goals (e.g., “₍future date₎ + net monthly  income after tax”), then reverse-engineer the needed...

info_outline
E29:  Rebecca McLean: Bridge the Gap: The Reg CF Revolution for Everyday Investors show art E29: Rebecca McLean: Bridge the Gap: The Reg CF Revolution for Everyday Investors

Planet Wealth: Fortunes of the Brave

Mary sits down with Rebecca McLean to unpack how the JOBS Act and Regulation Crowdfunding (Reg CF) opened a new lane for everyday investors and community focused entrepreneurs to fund real estate; legally, transparently, and at scale. Rebecca traces National REIA’s 40-year mission to promote, protect, and educate the industry, including advocacy that helped unlock today’s crowdfunding rules. They dig into attainable housing, revitalizing blocks “one address at a time,” and why local collaboration + policy + partnerships matter just as much as capital.  From accredited vs....

info_outline
E28: Matt Slepin: From Cowboys to Platforms: What’s Next in Real Estate show art E28: Matt Slepin: From Cowboys to Platforms: What’s Next in Real Estate

Planet Wealth: Fortunes of the Brave

Lance sits down with Matt Slepin, one of real estate’s best-known executive recruiters and storytellers, to trace the industry’s arc from the RTC era to today’s institutional, tech-enabled  platforms—and what comes next. Matt explains how CMBS and REITs catalyzed a shift from  “piles of assets” to true operating companies, why technology and capital markets now define  competitive advantage, and how leaders must evolve from property whisperers to business  builders with resilient balance sheets, systems, and succession.  They get real about purpose and...

info_outline
E27: Kathy Fettke: Real Wealth, Real Returns: The Cash-Flow Playbook show art E27: Kathy Fettke: Real Wealth, Real Returns: The Cash-Flow Playbook

Planet Wealth: Fortunes of the Brave

Mary Katherine Johnson sits down with Kathy Fettke, Co-Founder of Real Wealth, to unpack a practical roadmap to real estate investing that ordinary professionals can use to build durable wealth. After a family health scare wiped out her savings, Kathy discovered the power of rental income and house hacking, then turned a weekend radio show into a learning engine interviewing experts (including Robert Kiyosaki) and stress-testing everything with commonsense cash flow. In this episode, she explains how to leave bubble markets for fundamentals, why average-priced homes...

info_outline
E26: Eric Miller: Treat Your Business Like an Investment: Readiness, Returns, and Purpose show art E26: Eric Miller: Treat Your Business Like an Investment: Readiness, Returns, and Purpose

Planet Wealth: Fortunes of the Brave

Mary Kathryn Johnson interviews Eric Miller, Co-Owner and Chief Financial Advisor at Econologics Financial Advisors, on how practice owners and entrepreneurs can engineer financial freedom with a disciplined approach to exit planning, owner compensation, and post-sale purpose. Drawing on two decades of experience with private practice owners in healthcare and other fields, Eric explains why every founder should plan an exit early, how to gauge emotional and financial readiness, and why a business must be treated like an investment rather than a job. He introduces the Financial Beast framework:...

info_outline
 
More Episodes

2025 closes by revisiting the most practical lessons shared by founders, investors, and community builders across this year’s Fortunes of the Brave conversations. This recap threads together a single theme: better decisions happen when your mindset, strategy, and community support are aligned.

First, we return to a mental framework for entrepreneurs and investors who feel the pressure of constant uncertainty. A five-step system called PEACE outlines how positive thinking, embracing challenge, appreciation, certainty, and empathy can reduce fear-based reactions and improve decision quality. The takeaway is simple: you cannot make your best capital-raising or investing decisions from a place of panic.

Next, we revisit what actually drives a venture capital decision. “Impact” matters, but it is rarely the only factor. Founders still need a clear thesis, a credible business model, and a return narrative that matches what a specific fund is built to do. This segment is essential for anyone navigating entrepreneur funding, venture capital, or capital raising conversations.

From there, the episode highlights the lived discipline required to stay in the game: choosing your hard, holding your standard, and refusing to hand your destiny back to someone else. That discipline connects directly to how you differentiate in a crowded market, especially in a “trust recession” where AI-generated marketing makes everyone sound the same. The answer is not louder branding. It is real presence, real community, and a category-of-one voice.

Finally, we zoom out to community investing and real estate investing lessons: policy and partnerships matter, accredited investor rules shape access, and markets move in cycles. The strongest investors build relationships and surround themselves with people who have lived through multiple market rhythms. Watch the full episode of Fortunes of the Brave to revisit these 2025 highlights and apply the ideas to your next decision.

Key Takeaways:
 • Adopt a calm-first mindset to improve investing and capital decisions
 • Clarify your thesis to match the right venture capital partners
 • Separate impact language from return expectations in fundraising conversations
 • Differentiate by being real and visible in a trust recession
 • Build community to navigate market cycles with better perspective

Chapters:
 • 00:00 – The PEACE framework: stress less, decide better
 • 01:34 – Positive thinking and “you make your own luck”
 • 03:39 – What VCs actually look for in a check
 • 05:24 – Discipline, “never again,” and choosing your hard
 • 07:55 – Start with why, then choose the asset and strategy
 • 10:15 – The trust recession and category-of-one marketing
 • 12:21 – One deal can shift a community’s momentum
 • 12:56 – Policy, partnerships, and accredited investor access
 • 15:47 – Market cycles and the value of experience
 • 17:29 – Lone wolf speed vs community stability

Resources Mentioned:
 • Stress Less and Prosper More (book)
 • The PEACE framework (Positive thinking, Embracing challenge, Appreciation, Certainty, Empathy)
 • Accredited investor concept (context: participation and access)

Follow Planet Wealth:

Instagram | TikTok | Facebook | LinkedIn | YouTube
planetwealth.com