The Wander Wealthy Podcast is a weekly show for aspiring, new and frustrated money coaches who want to learn how to create life-changing coaching packages, get more clients, and make more money. Join your host, Tess Wicks, along with some amazing guest experts to dive into topics around mindset, marketing, sales, pricing, and delivering your coaching services so you can build a freedom-based financial coaching business to make a big impact while making a great income.
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Alternative Wealth (Small Business, Tax Strategy, High Income Earner, Retirement, Personal Finance)
Ryan Kolden
Alternative Wealth is a podcast focused on advanced tax planning & wealth preservation for business owners, entrepreneurs, and high income earners hosted by Ryan Kolden. Weekly guest interviews, plus shorter deep-dive episodes about business planning, tax mitigation strategies, alternative investments, personal finance, and retirement strategies. Covering everything from private equity, venture capital, hedge funds, private credit, & real estate to tax-efficient exits & captive insurance cor ...
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14 Tax Mitigation Strategies for Business Owners & High Income Earners
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In this episode, I discuss 14 strategies business owners, entrepreneurs, and high income earners can use to minimize their tax liability. ****** Free Resources ⬇️ ➡️ Start Here 📕 Get the E-Book: 14 Tax Strategies for Business Owners & High Income Earners 📲 Book a Strategy Consultation 📩 Subscribe to the Alternative Wealth Newsletter 📺 YouTube 🎙️ Re…
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Simple Way To Increase Your Social Security Benefit (As A High Income Earner)
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This is a replay from my other podcast Retirement Simplified. In this episode, host Ryan Kolden delves into the little-known Medicare surcharge known as the Income-Related Monthly Adjusted Amount (IRMAA). He explains what IRMAA is, how high-income earners can reduce this surcharge in retirement, and provides insights on qualifying for it. Tune in t…
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The Retirement Plan For Small Business Owners You've Never Heard Of
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On this episode of Alternative Wealth, host Ryan Kolden introduces business owners to a lesser-known retirement plan option called a non-qualified pension plan. With various retirement plan choices available like solo 401k and SEPs, understanding which option is best can be challenging. Ryan explains that the non-qualified pension plan is an employ…
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40 Years Of Real Estate Investing Wisdom with Arn Cenedella
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On this episode of Alternative Wealth, host Ryan Kolden sits down with Arn Cenedella to share insights from his 45 years of experience in the industry, including building rental portfolios in California and Texas. Arn emphasizes the value of long-term investing over emotional reactions and his experience with equities during Black Monday. Tune in f…
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How To Pay Off Your Mortgage In 5-10 Years
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In this episode of Alternative Wealth, host Ryan Kolden introduces the offset mortgage concept as a highly efficient way to pay off your home loan quickly and save on interest. He explains the concept of an offset mortgage, popular in countries like Canada, Australia, New Zealand, and the United Kingdom, but less known in the United States. By util…
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Navigating Financial Planning for Expats with Adam Fayed
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On this episode, financial planner Adam Fay discusses tax efficiency, offshoring, and global market outlook with host Ryan Kolden. Adam specializes in serving expats and offers insights into navigating financial matters in over 100 countries. The conversation covers strategies for minimizing taxes, the current state of US and global markets, and in…
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Simplifying Estate Planning and End-of-Life Tasks With Adam Zuckerman
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This is a replay from my other podcast Retirement Simplified. In this episode we discuss the importance of updating your will as your life circumstances change. Guest Adam Zuckerman, founder of Buried in Work, shares his expertise in estate planning and simplifying end-of-life tasks. Adam's personal experience managing his father's estate drives hi…
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Retirement Income Strategies and Social Security Planning with Chris Hensley
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This is a replay from my other podcast Retirement Simplified. In this episode we dive into the complexities of transitioning from an accumulation portfolio to a decumulation portfolio in retirement. Special guest Chris Hensley, an expert in retirement and social security planning, joins the discussion. They explore key strategies for securing retir…
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The Role of Gold in an Investment Portfolio With Simon Popple
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In this episode of Alternative Wealth, host Ryan Kolden interviews Simon Popple, Managing Director at Brookville Capital and an expert in gold investing. Simon shares insights on the role of gold in a person's portfolio, drawing from his 15 years of experience in the gold industry. From discussing the historical significance of gold as a safe haven…
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Mobile Home Investing with Frank Rizzo
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This episode of Alternative Wealth features Frank Rizzo, co-founder of Stone Capital Investors, discussing his expertise in the mobile home park industry. Frank has over 20 years of experience in real estate and has acquired and repositioned numerous communities. He aims to provide better housing alternatives through his passion for the mobile home…
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Creating Your Own Family Bank With Tom Suvansri
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On this episode of Alternative Wealth, host Ryan Kolden welcomes Tom Suvansri, a wealth strategist and authorized IBC practitioner at Perennial Pride. Tom discusses the infinite banking concept, sharing insights on how to create a family bank for financial management. He explains how this alternative approach offers more control and freedom in cash…
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Private Credit and Real Estate Investing With Kevin Amolsch
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In this episode of Alternative Wealth, host Ryan Kolden welcomes Kevin Amolsch, a real estate investor and private money lender with extensive experience in finance and real estate. Kevin shares insights from his two decades as a real estate investor and 16 years in real estate lending, discussing his work with mortgage funds totaling over $750 mil…
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Inflation Risk: Long Term Asset Preservation
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In this episode of the Alternative Wealth Podcast, host Ryan Kolden explores the silent threat of inflation that individual investors often overlook. He emphasizes the importance of considering the risk-free rate and understanding how inflation impacts purchasing power. Ryan discusses the risks associated with portfolios, highlights the impact of i…
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Investment Returns: Asset Allocation With An Equity Bias
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In this episode, we delve into the world of investment returns, focusing on asset allocation and the benefits of having an equity bias in your portfolio. We discuss the main drivers of investment returns, historical data on wealth multiples for various asset classes, and how investors can benefit in the long run by accepting greater equity risk. Le…
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Captive Insurance For Business Owners feat. Insurance Broker
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In this episode of the Alternative Wealth Podcast, host Ryan Kolden sits down with Insurance Broker, an insurance consultant who specializes in traditional market placements and captive program setup. Insurance Broker explains how business owners can create their own insurance company, known as an 831B small insurance captive or micro captive, to e…
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Alternative Investing: Invest Like an Institution
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In this episode of the Alternative Wealth Podcast, host Ryan Kolden provides a high-level overview of alternative investments. He explains what alternative assets are, how they work, and why someone may want to consider adding them to their portfolio. Ryan also discusses the focus of the podcast, which includes alternative wealth building strategie…
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This one is bittersweet because it is my last episode for a while. I’m taking an indefinite break form the podcast to go on maternity leave, but I’m excited for all the content that’s already available for you in this podcast and in the various ways you can still work with me. For this episode I wanted to share a little update of what’s next for me…
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WW 277: Want More Money Coaching Clients? Listen to this.
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Today I’m going to do my best to keep this one short and concise because I really just have one quick tip for you today that you can apply to start getting more money coaching clients. If you’re new to this industry or feel like getting clients is where you struggle the most, then this episode is for you! Show Notes: https://www.wanderwealthypodcas…
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WW 275: 7 Beliefs that will Kill your Wealth Coaching Business Before it Really Takes Off
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This one is kind of a hard pill to swallow, but a lot of us have these limiting beliefs that pop up and makes us doubt ourselves and our business. They keep us stuck in our comfort zone where we can't grow and where we tell ourselves that we're safe. For this episode, I'm diving into 7 of the beliefs that will keep you stuck in your comfort zone an…
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WW 274: How to Manage More Clients in Your Growing Money Coaching Business
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I’m excited about this week’s episode because it answers a big question that a lot of coaches have even before they start getting clients. This question in particular is one of those things that keeps us stuck when we’re getting started or if you’re a seasoned coach, it may be something you’re desperately needing right now. So for this episode we’r…
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WW 273: How to Build Your Financial Coaching Framework
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Today is a very special day because this week I launched the Coaching Framework Builder, and ultimately today I wanted to take some time to share with you what my framework is for building a coaching framework. A little meta, I know, but I wanted to share these 4 steps with you that will help you create your own coaching framework and help you deve…
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WW 272: STOP Doing These Things When Creating & Launching Your Coaching Offer
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Creating and launching an entire coaching offer doesn't have to be hard, but let's face it, sometimes it doesn't exactly feel easy either. In today's episode, I'm sharing 5 things that you need to avoid doing when you're creating and launching your financial coaching offer. These are 5 things I see coaches doing too often that ultimately end up cau…
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WW 271: The Secret to Closing More Sales with Money Coaching
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This week I wanted to share something for those who have something to sell but aren’t quite having the sales conversations that are really closing and converting. Industry-average close rates are around 20% but for myself and my clients, they’re around 50% because we’re having better conversations. So if you feel like you could definitely improve i…
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WW 270: 7 Things I Wish I Did Differently at the Beginning of my Money Coaching Business
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Today I’m sharing a bit of a personal episode with you. I’m breaking down 7 things that I wish I had done differently in the beginning stages of my entrepreneurship journey, and I think this is especially important to hear if you’re just getting started with your money coaching business. Hopefully you can apply these things to your own business, le…
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WW 269: How To Personalize Your Financial Coaching Program
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I've said it before on the podcast, and I'll say it again: if you want to build a successful money coaching business, your program needs to have a framework. However, I see so many coaches struggle to create a framework that doesn't feel like a copy of something else, so for this episode, I'm sharing a couple different situations you may encounter …
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WW 268: 6 Signs You're Ready to Become a Money Coach
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Today I want to speak to those of you who are considering becoming a money coach. it’s a big (and sometimes scary) step that I think we often forget about once we’ve gotten started. If you’re in this transition phase (both in having a business and in your identity), then I want to share with you the 6 signs that you’re ready to become a money coach…
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WW 267: 3 Bottlenecks to Assess If You’re Struggling to Get Financial Coaching Clients
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For today's episode, I want to focus in on the attraction/selling piece. Many of my clients build and start to market their programs and then start to feel a little bit stuck, and struggle to get clients to book. I've identified 3 major bottlenecks that tend to keep clients stuck in various ways, so for this episode, I'm sharing those 3 things and …
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WW 266: How to Start a Podcast for Your Money Coaching Business
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We're back from spring break and ready to kick off summer episodes with a fun one about how you can create a podcast for your money coaching business! In this episode I'm sharing some tips that will work for jumping into any type of long form content and then specifically what you need to actually start a podcast! Show Notes: https://www.wanderweal…
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[Spring Break Money Coach School] - 20 Major Lessons I've Learned From My Financial Coaching Business - Replay 200
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We're rebroadcasting some of our favorite episodes for the Spring Break Money Coach School! - It’s the 200th episode, it’s the end of 2020, and it’s been 4 years since I started my financial coaching business. As a result, I thought I’d gather the 20 biggest and best lessons I’ve learned from my journey recording 200 episodes, navigating 2020, and …
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[Spring Break Money Coach School] - How To Craft Your Wealthy Coach Identity - Replay 211
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We're rebroadcasting some of our favorite episodes for the Spring Break Money Coach School! - Today’s episode is special because we’re digging into a little bit of the mindset stuff that comes with money coaching (like imposter syndrome, self-doubt, comparisonitis, etc.) and using it to develop a tool that you can use when you’re getting in your ow…
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[Spring Break Money Coach School] - My Content Creation Routine - Replay 240
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We're rebroadcasting some of our favorite episodes for the Spring Break Money Coach School! - This week I’m sharing a peek into my content creation routine. A big part of marketing our businesses (and especially if you have an online coaching business) is using some form of content and posting it online. Whether you have a blog, a podcast, or any s…
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[Spring Break Money Coach School] - How To Clarify Your Messaging as a Financial Coach - Replay 214
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We're rebroadcasting some of our favorite episodes for the Spring Break Money Coach School! - This week we’re going to be talking about something that I’ve heard a lot of coaches are struggling with: how to clarify your messaging as a financial coach. I’m excited to talk about this because it’s something I struggled to do myself in the early days o…
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[Spring Break Money Coach School] - How I Organize My Week to Manage a Full-Time Coaching Business - Replay 170
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We're rebroadcasting some of our favorite episodes for the Spring Break Money Coach School! - Building and scaling a coaching business that is actually sustainable is a big concern for a lot of coaches. Even if you know your audience and the content you want to serve them with, how do you actually find the time to do it all without burning out in y…
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[Spring Break Money Coach School] - Money Mindset and How To Incorporate Into Your Money Coaching - Replay 193
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We're rebroadcasting some of our favorite episodes for the Spring Break Money Coach School! - Money mindset is an integral part of mastering your finances and gaining financial freedom. As money coaches, we know this to be true, but how do we get our clients to understand it too, and how do we help them work through their negative thoughts and feel…
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[Spring Break Money Coach School] - How to Structure a Successful Money Coaching Call - Replay 229
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We're rebroadcasting some of our favorite episodes for the Spring Break Money Coach School! - We have a highly requested episode today! I’m going to be talking about how to actually structure a money coaching call. I’m going to give you a little taste of what’s in my new coaching session structure guide and how you can successfully structure your i…
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[Spring Break Money Coach School] - How I Prepare For My Wealth Coaching Sessions - Replay 234
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We're rebroadcasting some of our favorite episodes for the Spring Break Money Coach School! - I’m excited about this week’s episode because I’m going to get into some of the specific step-by-step details of the actual financial coaching. I’m going to share my personal approach to preparing for these sessions and also tell you about how I’ve shifted…
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[Spring Break Money Coach School] - How To Get Your First Paying Client - Replay 172
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We're rebroadcasting some of our favorite episodes for the Spring Break Money Coach School! - You’ve decided you’re ready to be a money coach and you’re excited for all the opportunities you know this will create, but now how do you get that first paying client? It really is simple! In this episode, I’m diving into the 4 step process that you can e…
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[Spring Break Money Coach School] - Why You Must Pick a Niche & Why It Feels So HARD - Replay 168
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We're rebroadcasting some of our favorite episodes for the Spring Break Money Coach School! - Picking a niche is incredibly important to the success of your business, but it’s also incredibly difficult for so many business owners. Know how to pick a specific niche (and why you need to) will literally change your business and the way you make money.…
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[Spring Break Money Coach School] - Do's and Don'ts of Money Coaching (Coach vs. Advisor) - Replay 208
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We're rebroadcasting some of our favorite episodes for the Spring Break Money Coach School! - This week’s episode is something I can’t believe I haven’t created before and is something we dive into in the first week of the Wealthy Coach Blueprint. I’ll be talking about what you should be talking about and giving advice on as a money coach and drawi…
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[Spring Break Money Coach School] - The $100 "Passive" Course vs the $1000 Coaching Program - Replay 171
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We're rebroadcasting some of our favorite episodes for the Spring Break Money Coach School! - So many money coaches (and even coaches in general) want to grow and scale as quickly as possible while removing themselves from the equation, but it’s hard to start doing that right out of the gate AND make the money you want to make. In this episode, I’m…
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[Spring Break Money Coach School] - How I Became a Money Coach - Replay 164
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We're rebroadcasting some of our favorite episodes for the Spring Break Money Coach School! - This episode is super special because I’m sharing my own personal story of my journey to actually becoming a money coach. I’m sharing all my mistakes and what the process and behind-the-scenes actually looked like for me, in the hopes that it will help you…
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WW 265: Life + Business Update + Announcing Spring Break Money Coach School
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This week's episode is a special one because I have several different announcements related to both my life and my business that I'm excited to share with you. I'll also be letting you in on a sneak peek of the Spring Break Money Coach School that will be airing over the next 3 months! Show Notes: https://www.wanderwealthypodcast.com/podcast/episod…
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WW 264: Pricing Your Offers the Wealthy Coach Way
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Today, we are going to be talking about one of my favorite topics when it comes to business, which is pricing your offers the Wealthy Coach Way. I think pricing is such a complex topic for so many people because it feels a little strange. It's definitely something that challenges you not only from a logistical standpoint but also just the fact that…
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WW 263: 6 Easy Habits to Work Less and Achieve More in Your Financial Coaching Business
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So many coaches that I work with ask me how I get it all done, and I think I’ve just found things and ways of doing things that allow me to spend less time having to work on my business. I used to associate being busy with being productive/successful, and now I have the right habits in place to be efficient with my time. For this episode, I’m shari…
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WW 262: 5 Types of Skills Every Money Coach Needs
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Today I’m answering a question that a lot of us end up asking ourselves at some point in the business building process: Am I cut out for this? When you start coaching and growing a business, you’ll have your fair share of times where you question if you actually have the skills to do it. So for this episode, I wanted to share the 5 skills (or quali…
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WW 261: How To Get Clients Without Social Media
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For this episode, I wanted to share some insights and some behind-the-scenes knowledge on how to get clients without social media. Obviously I recommend social media for growing your business because it’s a low barrier of entry, but if you really don’t want to use social media, there are plenty of other ways to gain clients, so I’m going to share s…
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WW 260 6 Challenging Financial Coaching Scenarios and How To Handle Them
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This podcast is about helping you to learn how to build a life changing coaching program and be a better coach and this week is all about that! I want to share with 6 challenging scenarios that financial coaches face and how you can navigate them with ease. Show Notes: https://www.wanderwealthypodcast.com/podcast/episode260 Enrollment is open! Appl…
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WW 259: How The Wealthy Coach Blueprint Generated $150k+ For My Clients
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Today I’m going to be sharing with you how my signature coaching program, The Wealthy Coach Blueprint, helped generate $150k for the coaches that went through the program. That’s just what they generated during or immediately after the program! And that’s just the financial part of it - that doesn’t include the impact they’re making. It just goes t…
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WW 258: My Biggest Business "Fails" in 7 Years
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For this week’s episode, I thought we’d do something fun. I’m going to get a little personal with you and share my 7 biggest business “fails” in my 7 years in business. A few days ago, I was going through my emails and found some emails that were kind of embarrassing, and it made me think of the little business failures I’ve had over the years. My …
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WW 257: 6 Overrated Online Business "Must-Dos" to Ignore Right Now for Your Money Coaching Business
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This week is a special show because I’m a coach that’s a little unconventional. A lot of the things that people tell you to do in the online coaching and marketing space, I’m telling my clients not to do. This constant advice we hear can be confusing and stressful, especially if you’re just starting your business. We want you to get results, so I w…
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