『Money School Elite』のカバーアート

Money School Elite

Money School Elite

著者： Chris Naugle
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Money School Elite unlocks non-obvious insights to grow your net worth, keep it secure, and create a legacy that lasts. Straight from your peers…High Net Worth individuals, leaders, and experts on the cutting edge. Each episode features: - Interviews with guest experts - Unique insights and strategies - Tactics for real-world application We seek out guests who are unafraid to challenge the status quo, do the uncommon, and share openly. So you get the stories, the experiences, the lessons learned…straight from your HNW peers in their own words. Not the words of your financial advisor or an AI tool. You'll get advanced knowledge and inside information on how to… - Structure your wealth to last - Prepare for major liquidity events - Reduce taxes through advanced frameworks - Shape your heirs to be stewards, not dependents - Buy back time and curate a life of purpose and time freedom - Expand your wealth across borders, currencies, and asset classes Subscribe for free and join the Elite who understand how money REALLY works.©2024 - Chris Naugle Money School Podcast 個人ファイナンス 経済学
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  • High Income, Financial Advisors, Still No Wealth? Here's Why w/ Dave Wolcott

    High Income, Financial Advisors, Still No Wealth? Here's Why w/ Dave Wolcott
    2026/06/04
    Most high earners think wealth is built by earning more, saving more, and staying disciplined within the traditional financial system. At the high-net-worth level, the real conversation is structure. Because the issue is not always income. It is where the capital sits, how it is taxed, how accessible it is, how many jobs each dollar is doing, and whether there is an actual architecture around the wealth being built. Without that, even people making good money can still feel behind, overtaxed, overexposed, and dependent on a system they do not really control. Most investors follow the conventional path because it feels responsible. Max out the 401(k). Build home equity. Defer taxes. Keep money in the market. And to be fair, that advice is not irrational. It is familiar, simple, and widely accepted. But it may also be incomplete for people who want real control, liquidity, cash flow, and long-term freedom. In this episode of Money School Elite, I sit down with Dave Wolcott, Founder and CEO of Pantheon Investments, to unpack how wealthy investors think about capital differently. Dave spent the last 25 years studying how the top 1% actually build wealth, and his perspective is not about chasing returns or rejecting every traditional strategy. It is about building the infrastructure around your capital: tax planning, asset repositioning, private investments, liquidity, relationship capital, and making every dollar work across multiple dimensions. He shares how wealthy investors build infrastructure around their capital, reposition idle assets, and make every dollar work across multiple dimensions. About the Guest Dave Wolcott is the Founder and CEO of Pantheon Investments and the author of The Holistic Wealth Strategy. After leaving the Marine Corps and entering corporate America, Dave found himself earning well but still questioning whether the traditional financial path could actually create lasting wealth. That question became personal when, at 26, he had an 18-month-old toddler and newborn triplets, and the only advice he received from his financial advisor was to max out his 401(k) and fund 529 plans. That experience sent Dave on a 25-year journey to study how the top 1% actually build, protect, and multiply wealth. Through Pantheon Investments, he helps investors think beyond conventional retirement planning and build a more intentional wealth architecture around tax strategy, private markets, liquidity, asset repositioning, and capital efficiency. Dave's work focuses on helping high earners move from simply making money to building a coordinated wealth system, one that gives them greater control, stronger cash flow, and the ability to make every dollar work across multiple dimensions. Get Dave's book for free: holisticwealthstrategy.com. Connect with Dave on LinkedIn, and follow him on Instagram. Learn more about Pantheon Investments: https://pantheoninvest.com/. About Your Host From pro-snowboarder to money mogul, Chris Naugle has dedicated his life to being America's #1 Money Mentor. With a core belief that success is built not by the resources you have, but by how resourceful you can be. Chris has built and owned 19 companies, with his businesses being featured in Forbes, ABC, House Hunters, and his very own HGTV pilot in 2018. He is the founder of The Money School™ and Money Mentor for The Money Multiplier. His success also includes managing tens of millions of dollars in assets in the financial services and advisory industry and in real estate transactions. As an innovator and visionary in wealth-building and real estate, he empowers entrepreneurs, business owners, and real estate investors with the knowledge of how money works. Chris is also a nationally recognized speaker, author, and podcast host. He has spoken to and taught over ten thousand Americans, delivering the financial knowledge that fuels lasting freedom. Resources Private Money Guide: https://go.moneyschoolrei.com/book-podcast Wealth Wednesday Webinar: https://go.moneyschoolrei.com/wednesday-webinar-podcast Mapping out the Millionaire Mystery: https://go.moneyschoolrei.com/newbook-podcast
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    48 分
  • The Silent Wealth Leak Most High-Earners Miss w/ Robert Rolih

    The Silent Wealth Leak Most High-Earners Miss w/ Robert Rolih
    2026/05/28
    When your income starts to scale, the instinct is to focus on earning more and delegate everything else. You build momentum, create cash flow, and then hand your capital over to advisors, funds, and institutions that are supposed to manage it efficiently in the background. The system looks sophisticated, regulated, and optimized, so it feels like the right move. But what many high-income earners and investors don't realize is that the biggest risk to their wealth often isn't the market… It's the structure their money sits inside. Because once capital is placed into systems you don't fully understand, small decisions start compounding in almost invisible ways. Fees that seem insignificant begin to erode long-term growth. Portfolios that look diversified turn out to be overlapping and inefficient. And over time, instead of compounding wealth, you're quietly leaking it. In this episode of Money School Elite, I sit down with Robert Rolih, investor, entrepreneur, and author of The Million Dollar Decision, to break down what really happens to your money after you've made it. In this conversation, we discuss why small, seemingly harmless fees can significantly delay your financial freedom, how a lack of visibility into your own portfolio creates hidden risk, and why many investors don't actually know what they own. About the Guest Robert Rolih is an entrepreneur, bestselling author, and long-term investing expert known for exposing Wall Street's hidden traps and teaching investors how to simplify wealth building. He is the international bestselling author of The Million Dollar Decision: Get Out of the Rigged Game of Investing and Add a Million to Your Net Worth, a book that has received glowing reviews from readers around the world. His mission is to reveal what the financial industry doesn't want you to know about investing, helping people greatly improve their long-term investing gains and take control of their financial future. Today, Robert has a thriving investment portfolio that serves him, not the financial industry. As a sought-after speaker, he shares his expertise with audiences worldwide, helping people avoid costly mistakes and achieve financial freedom. His ability to break down complex financial concepts into simple, engaging lessons and make investing interesting and fun has become his trademark. Robert was featured in more than 50 newspapers, websites, and TV stations, including CNBC, Yahoo Finance, Newsmax TV, Business Insider, and has had the honor of sharing the stage with renowned figures such as Robert Kiyosaki, Gary Vaynerchuk, Brian Tracy, Jack Canfield, Daniel Priestley, and many others. His international bestseller The Million Dollar Decision has been translated into several languages, including Chinese Mandarin, and published in special editions in countries such as India, Taiwan, Bulgaria, and Thailand. To get a free chapter of Robert's bestselling book, go to https://robertrolih.com/ or buy the book here. You can also join Robert's free masterclass when you go to https://robertrolih.com/masterclass. About Your Host From pro-snowboarder to money mogul, Chris Naugle has dedicated his life to being America's #1 Money Mentor. With a core belief that success is built not by the resources you have, but by how resourceful you can be. Chris has built and owned 19 companies, with his businesses being featured in Forbes, ABC, House Hunters, and his very own HGTV pilot in 2018. He is the founder of The Money School™ and Money Mentor for The Money Multiplier. His success also includes managing tens of millions of dollars in assets in the financial services and advisory industry and in real estate transactions. As an innovator and visionary in wealth-building and real estate, he empowers entrepreneurs, business owners, and real estate investors with the knowledge of how money works. Chris is also a nationally recognized speaker, author, and podcast host. He has spoken to and taught over ten thousand Americans, delivering the financial knowledge that fuels lasting freedom. Resources Private Money Guide: https://go.moneyschoolrei.com/book-podcast Wealth Wednesday Webinar: https://go.moneyschoolrei.com/wednesday-webinar-podcast Mapping out the Millionaire Mystery: https://go.moneyschoolrei.com/newbook-podcast
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    43 分
  • How to Turn Tax Liability Into Strategic Capital w/ Mark Myers

    How to Turn Tax Liability Into Strategic Capital w/ Mark Myers
    2026/05/21

    Most people treat taxes as a cost. Something to minimize, settle, and handle once the year is done. But what if that framing is the problem?

    What if you start treating your tax burden like a profit center, instead? By making that shift, taxes stop being about what you owe and start becoming a question of where that capital should actually go.

    In this episode of Money School Elite, I sit down with Mark Myers to unpack how that shift plays out in practice, and what it looks like to operate at the strategic layer of tax planning rather than just the compliance layer most people are familiar with.

    Mark works with high-income earners and business owners who are already doing everything right on paper, but haven't been exposed to the kinds of strategies that sit above traditional planning.

    In this conversation, we get into how solar can be used to replace a tax payment with an income-producing asset, how multiple layers of tax treatment can be stacked within a single strategy, and how the sale of a business can be structured to defer and control the tax event.

    About the Guest

    Mark is a Tax Savings Architect and the founder of TaxWise Partners. He brings over 20 years of successful business operation and high-level consulting experience to the table for the clients and financial professionals he serves. Mark employs the same discipline and tenacity in finding tax savings as he did serving his country as a former Marine Corps Sergeant in Bravo Company, 4th Marine Division. Semper Fi! TaxWise Partners and its affiliate partners have helped thousands of individuals increase profit and permanently reduce their annual tax bill to enable them to better grow their business and accelerate their wealth. If you want to see what this could look like in your own situation, go to taxwisepartners.com, book a free consultation here to get your Tax Savings Blueprint. You can also reach out directly at mark@taxwisepartners.com.

    About Your Host

    From pro-snowboarder to money mogul, Chris Naugle has dedicated his life to being America's #1 Money Mentor. With a core belief that success is built not by the resources you have, but by how resourceful you can be. Chris has built and owned 19 companies, with his businesses being featured in Forbes, ABC, House Hunters, and his very own HGTV pilot in 2018. He is the founder of The Money School™ and Money Mentor for The Money Multiplier.

    His success also includes managing tens of millions of dollars in assets in the financial services and advisory industry and in real estate transactions. As an innovator and visionary in wealth-building and real estate, he empowers entrepreneurs, business owners, and real estate investors with the knowledge of how money works.

    Chris is also a nationally recognized speaker, author, and podcast host. He has spoken to and taught over ten thousand Americans, delivering the financial knowledge that fuels lasting freedom.

    Resources

    Private Money Guide: https://go.moneyschoolrei.com/book-podcast

    Wealth Wednesday Webinar: https://go.moneyschoolrei.com/wednesday-webinar-podcast

    Mapping out the Millionaire Mystery: https://go.moneyschoolrei.com/newbook-podcast
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    48 分
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