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The Game of Wealth

By: Joe Perritt & Alex Lewis
  • Summary

  • Welcome to "The Game of Wealth" podcast, where your hosts Joe Perritt, CFP® and Alex Lewis, CEPA, CPA, CFP®, seasoned financial advisors, take you on a captivating journey through the world of wealth-building and entrepreneurship. Join us as we delve into the stories of local business owners right here in the heart of South Carolina.

    In each episode, we sit down with remarkable entrepreneurs who have navigated the intricate pathways of success, creating their unique strategies and tactics for playing the ultimate "Game of Wealth." From the highs and lows of their entrepreneurial journeys to the invaluable lessons they've learned along the way, our guests share candid insights that will inspire, educate, and empower.

    Joe and Alex bring their extensive financial expertise to the table, offering a wealth of knowledge and perspectives that enrich every conversation. As your hosts, they dig deep to uncover the behind-the-scenes moments that have shaped these entrepreneurs' lives, their businesses, and their financial destinies.

    Whether you're an aspiring business owner, a seasoned entrepreneur, or simply curious about the fascinating world of wealth creation, "The Game of Wealth" podcast is your go-to source for real stories, practical advice, and thought-provoking discussions. Join us as we explore the strategies, challenges, and triumphs that come together in the pursuit of mastering the art of wealth.



    Guests and their companies are not affiliated with or endorsed by LPL Financial or Blackbridge Financial. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Individual tax and legal matters should be discussed with your tax or legal professional. Economic forecasts set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

    Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Independent Advisor Alliance, a registered investment advisor. Independent Advisor Alliance and Blackbridge Financial are separate entities from LPL Financial.

    © 2024 The Game of Wealth
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Episodes
  • Episode 12: Dan D'Alberto (Purpose Equity)
    Mar 6 2024

    Episode 12 of The Game of Wealth Podcast features Dan D'Alberto. Dan shares his journey in entrepreneurship and how he helps other business owners plan for and execute their inevitable exit from their business. He offers some great advice and tips that he has learned throughout his career so far.

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    58 mins
  • Episode 11: Liz Stewart
    Feb 21 2024

    Episode 11 of The Game of Wealth Podcast features Dr. Liz Stewart. Liz shares how she climbed the corporate ladder before starting her own business. She takes us through her story and how her passions drove her business decisions throughout her career and now through her so called “retirement.” 

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    1 hr and 13 mins
  • Episode 10: Lauren Truslow (Barre3, The Nail Barre, & The Plan)
    Feb 7 2024

     Episode 10 of The Game of Wealth Podcast features guest, Lauren Truslow. Lauren is the owner of 2 Barre3 fitness studios in the greater Columbia Area, started a new business with 2 locations called The Nail Barre, and also started a planner company called The Plan by Lauren Truslow. Lauren shares her story of getting all of these off the ground and how community and family have played such a huge role in her success and her drive.

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    1 hr and 13 mins

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