loader from loading.io

Building a STAR Business: Personalization, AI Tools, and Counterflow

Wealth Wisdom Financial Podcast

Release Date: 12/17/2025

Exit Strategy for Business Owners: Build Freedom Without Selling | Jason Duncan show art Exit Strategy for Business Owners: Build Freedom Without Selling | Jason Duncan

Wealth Wisdom Financial Podcast

The Wealth Wisdom Financial Podcast is evolving into Live Counterflow, and this episode sets the tone for what’s ahead.   Brandon sits down with entrepreneur, TEDx speaker, and mastermind leader Jason Duncan to talk about building a business that creates freedom — not a prison.   After losing his teaching job in 2010, Jason launched a business out of necessity. Within four years, he became asset-rich. That business grew into a multi-million-dollar company and earned national recognition from Inc. Magazine and Entrepreneur Magazine.   But Jason’s biggest lesson wasn’t...

info_outline Mindset Before Money: Why Most Financial Advice is Useless show art Mindset Before Money: Why Most Financial Advice is Useless

Wealth Wisdom Financial Podcast

What if wealth isn’t about the product you choose, but the mindset you bring before you choose it?   In this Live Counterflow interview, Brandon sits down with Bob Regnerus, a coach, strategist, and long-time contributor in the Perry Marshall ecosystem, to explore why most financial and business strategies fail without alignment, conviction, and self-awareness.   Bob shares insights from over 30 years of coaching high-performing entrepreneurs, athletes, and leaders, revealing how purpose, natural advantage, and 80/20 leverage shape results long before tactics ever matter.  ...

info_outline Why Most Business Owners Struggle with Cash Flow and How Profit First Fixes It show art Why Most Business Owners Struggle with Cash Flow and How Profit First Fixes It

Wealth Wisdom Financial Podcast

In this episode of the Wealth Wisdom Financial Podcast, we’re joined by Jason Petro, a Certified Profit First Professional and seasoned entrepreneur with over 20 years of experience as a small business owner.   Jason is one of the founding owners of the Profit First App, developed in partnership with Mike Michalowicz, author of Profit First. Having implemented the system in his own businesses, Jason now helps other entrepreneurs do the same—turning profit into a consistent, repeatable habit rather than an afterthought.   Together, we explore why traditional accounting often...

info_outline Pressing Pause to Build What’s Next show art Pressing Pause to Build What’s Next

Wealth Wisdom Financial Podcast

What do you do when the thing you've been building needs room to become something bigger?   Most people barrel into January with fresh goals, new planners, and that familiar pressure to start strong. But what if the bravest thing you could do right now is... pause? This isn't a farewell episode. It's a pivot point. In this final episode of the year, Brandon and Amanda share something they've been wrestling with behind the scenes. The podcast, the brand, the way they serve you—it's all evolving. And evolution needs breathing room. Before they step back, they're leaving you with one...

info_outline You Didn’t Start a Business to Feel Like This show art You Didn’t Start a Business to Feel Like This

Wealth Wisdom Financial Podcast

What if the real problem isn't your work ethic? What if it's that nobody ever taught you how to run a profitable business?   You went into business to make a difference. To take care of your family. To build something that matters. But somewhere along the way, the dream turned into a grind. You're exhausted, stretched thin, and wondering why success still feels so far away.   Sound familiar?   Neeka Williams felt the same way. As the practice administrator for a urology company, she was doing all the "right" things—showing up every day, solving problems, keeping the wheels...

info_outline Building a STAR Business: Personalization, AI Tools, and Counterflow show art Building a STAR Business: Personalization, AI Tools, and Counterflow

Wealth Wisdom Financial Podcast

What If Everything You've Been Told About Building Wealth Is Wrong? Have you ever wondered why the financial industry treats entrepreneurs like they should act like employees? Save for retirement. Max out your 401(k). Lock your money away for 30 years. That advice might work for someone with a steady paycheck and a pension. But for business owners? It's a recipe for disaster. In Part 2 of our conversation with Perry Marshall, we're pulling back the curtain on what's broken in the financial planning world—and how we're using Profit First, Infinite Banking, and AI tools to help business owners...

info_outline When the Beans Run Dry: How a Coffee Shop Taught Us the Truth About Money show art When the Beans Run Dry: How a Coffee Shop Taught Us the Truth About Money

Wealth Wisdom Financial Podcast

What happens when your dream business nearly destroys you, and then teaches you everything you needed to know about money?   We don't usually talk about this. The early days. The subway rides hauling coffee beans across Chicago. The polar vortex brought us to the edge of bankruptcy. The moment we realized we'd been doing money completely wrong.   But Perry asked us to get real. So we did.   In Part 1 of this two-part conversation, we're pulling back the curtain on our entrepreneurial journey, from bootstrapping a coffee shop with zero financial backing to discovering the...

info_outline What Profit Planning Really Looks Like show art What Profit Planning Really Looks Like

Wealth Wisdom Financial Podcast

What Happens When You Stop Juggling Spaghetti and Start Planning Profit? Have you ever felt like your business is just spaghetti thrown against a wall? You're spinning plates, putting out fires, and wondering which pieces will stick. Joseph Cadavos knows that feeling. With a real estate business closing 90-110 transactions a year, a wife running a med spa an hour away, and three school-aged kids, life was chaos. But here's what changed everything: He stopped trying to do it all and started doing what actually mattered. In this episode, Brandon sits down with Joseph to talk about his year in...

info_outline Get REAL Confidence Before Buying More Stuff! show art Get REAL Confidence Before Buying More Stuff!

Wealth Wisdom Financial Podcast

Are you trying to buy your way to financial peace? It's Black Friday season, and every ad promises the same thing: relief. This course will fix your business. This software will organize everything. This planner will finally make you consistent. But here's what nobody's telling you: confidence isn't a product you can purchase. In this no-BS episode, Brandon cuts through the holiday shopping noise to reveal what real financial confidence actually is—and why you can't swipe your card to get it. Discover: Why entrepreneurs get trapped in consumption cycles that look like progress but change...

info_outline Entrepreneurs Need a BIG Emotional Reset to Make Money Without Shame show art Entrepreneurs Need a BIG Emotional Reset to Make Money Without Shame

Wealth Wisdom Financial Podcast

What if the guilt and shame around money isn't a character flaw, but a nervous system pattern you can actually change? If you've ever felt like you're "doing everything right" but still can't shake the money anxiety… if you've secretly resented your business while feeling guilty for that resentment… or if you've hit financial goals only to feel exhausted instead of excited… then, this episode will help you understand why. Amanda shares the truth most financial professionals won't say out loud: You can't build calm from criticism. Shame doesn't make you responsible. Shame makes you...

info_outline
 
More Episodes

What If Everything You've Been Told About Building Wealth Is Wrong?

Have you ever wondered why the financial industry treats entrepreneurs like they should act like employees?

Save for retirement. Max out your 401(k). Lock your money away for 30 years. That advice might work for someone with a steady paycheck and a pension. But for business owners? It's a recipe for disaster.

In Part 2 of our conversation with Perry Marshall, we're pulling back the curtain on what's broken in the financial planning world—and how we're using Profit First, Infinite Banking, and AI tools to help business owners build wealth on their own terms.

You'll discover:

  • Why the conventional financial industry is designed to extract money from entrepreneurs, not empower them

  • The difference between saving for retirement and building actual liquidity (and why it matters more than you think)

  • How we combine Profit First and Infinite Banking to give business owners control over their cash flow AND their wealth-building

  • The AI tools we built to help clients understand their "financial nervous system" before they ever talk to us

  • Why we stopped explaining what we do and started letting people experience it instead

Key Quote: "The financial industry is designed to move your money to Wall Street. We're designed to help you build a healthy, profitable business first—and then build wealth from that foundation."

This episode is for business owners who've felt like the conventional financial advice never quite fit. If you've ever thought, "There has to be a better way" … there is. And we're showing you how.

Resources mentioned:

00:00 Introduction and Recap

00:39 Shifting Gears: What's Broken in the Financial Industry

03:15 Behavioral Economics and Financial Planning

04:27 Empowering Clients: A Different Approach to Finance

08:12 Combining Profit First and Infinite Banking

11:39 Lessons Learned and Overcoming Challenges

16:54 Transformative Experiences and Future Plans

25:11 Conclusion and Next Steps

Watch on YouTube: https://youtu.be/_xNQQzQovf8