Episodes

  • EP43: Inside Our First Real Estate Deal and the Blueprint for the WealthWise Fund
    Dec 2 2025

    Roger and Richard break down the biggest step WealthWise has taken so far: making their first official offer as they begin building the WealthWise real estate fund. They walk through the property in North Canton, why detached duplexes are rare, what the real cap rate looks like once you dig past the listing, and how utilities, zoning, and tenant history change the math. They unpack each counteroffer, the strategy behind the negotiation, and what they look for when deciding whether a deal is worth moving forward on.

    From there, the discussion shifts to the deeper question behind this entire experiment. What would it take to turn one $310,000 duplex into a scalable, multimillion dollar real estate fund? They explore fund structure, preferred returns, equity splits, sponsor fees, scaling constraints, how hard money fits into the puzzle, and the realities of building assets under management big enough to matter. They even explore whether larger deals with forced appreciation might accelerate the path faster than stacking duplexes.

    The conversation widens into the WealthWise mission: where cash flow comes from, why blue collar businesses are outperforming white collar careers, why franchises are exploding, and how HVAC, plumbing, and electrical companies are quietly minting first generation millionaires. Roger and Richard explain the two step WealthWise model: build high margin income, then invest it into assets that compound. They dig into the surge in private equity roll ups, the number of boomers exiting the trades, and why blue collar entrepreneurship may be the best path to wealth in the next decade.

    They close by sharing the strategic direction for the podcast, the content that is resonating most, and why the team is going all in on documenting the real time process of building the WealthWise fund, the WealthWise brand, and the WealthWise blueprint for creating generational wealth.

    Educational only, not financial advice.

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    56 mins
  • EP42: Prestige Bias, Social Media Damage, and the Three Steps to Becoming WealthWise
    Nov 25 2025

    Roger and Richard open this WealthWise episode with a hard look at the rising mental health crisis in teens and why social media platforms continue to get more addictive despite a decade of evidence showing the harm. They debate age limits, regulation, parental responsibility, AI moderation, and whether society is repeating the same denial cycle we saw with cigarettes. From there, the topic shifts to prestige bias and why information alone is no longer enough to build an audience. They break down how storytelling, visible momentum, and showing your real wealth building journey matter more than past accomplishments in a world where content is commoditized.

    The conversation evolves into the framework that will guide WealthWise going forward: the three step path to building personal wealth. Step one is generating a high income with high margins through sales, entrepreneurship, or specialized careers. Step two is getting your balance sheet right by investing, eliminating debt, and compounding cash flow. Step three is building long term, multi generational wealth through trusts, structures, and protective planning. Roger and Richard explore how this cycle mirrors their own lives, why most people miss the early on ramp, and how starting even five years sooner can cut the journey in half.

    They close with a rapid fire market breakdown: Alphabet doubling its market cap in six months, Nvidia’s supply crunch, Google’s chip threat, Berkshire’s surprising tech move, Eli Lilly’s trillion dollar breakout, AI energy demands, prediction markets, Bitcoin’s fragile support levels, and the early signs that retirement money may soon flow into private markets. It’s a wide ranging discussion blending media, psychology, investing, and the WealthWise philosophy for building a life that compounds.

    Educational only, not financial advice.

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    1 hr and 2 mins
  • EP41: Rebranding, Audience Growth, and Why Blue Collar Wealth Might Be the Sleeping Giant
    Nov 20 2025

    In this WealthWise episode, Roger and Richard pull back the curtain on the full behind the scenes process of rebranding the podcast, rebuilding the YouTube presence, and fixing the confusion between Roger’s marketing identity and his wealth building identity. They walk through how they found the original cover photo, how they chose the new WealthWise name, how they secured domains and YouTube handles, and why a dedicated YouTube channel is now essential for audience growth.

    The conversation quickly widens into the real opportunity behind the show. They talk about why blue collar millionaires are the most overlooked wealth builders in the country, how HVAC and home services owners quietly outperform traditional white collar career paths, and why private equity is buying these companies as fast as boomers retire. Roger shares how his marketing clients are the same people who need real wealth guidance. Richard explains how private equity firms, investment banks, and corporate leaders are all targeting home services roll ups as the next major investment wave.

    They discuss personal branding challenges, the effect of AI eating white collar work, why creators burn cash as fast as they make it, and why younger creators win through time and volume. Roger and Richard break down the strategy for growing the WealthWise audience, using Riverside clips, repurposing dozens of backlogged videos, running small ad experiments, and building a newsletter engine to compound distribution. They also cover guest strategy, production quality, camera and mic upgrades, and what it takes to get serious names onto the show.

    It’s a transparent look at how the podcast evolves, how the brand aligns, and how WealthWise becomes the hub where entrepreneurship, blue collar growth, personal wealth planning, and modern media all intersect.

    Educational only, not financial advice.

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    48 mins
  • EP40: AI Volatility, Bitcoin Fear, and Why Personal Branding Is Broken in 2025
    Nov 18 2025

    Roger and Richard open this WealthWise episode with the chaos across crypto and tech. Bitcoin broke below ninety thousand for the first time in seven months, altcoins were crushed, and the entire market is holding its breath for Nvidia’s earnings. Roger walks through why a dip into the high seventies could trigger a dangerous liquidation cascade and how the last twenty four hours barely avoided it. They dig into the AI cycle too. Eight months ago the headlines warned of a bubble. Now major outlets are publishing reasons the boom is justified, even as insiders warn of overinvestment in chips and data centers.

    The conversation shifts to the collapse of trust in business content. Every industry is being flooded with recycled information from AI, and personal brands are harder than ever to build unless you dedicate twelve hours a day to content. Roger questions whether his own brand is misaligned with his HVAC marketing business, while Richard argues that a personal brand does not need to mirror every part of your company as long as you are known for something specific and valuable. They break down why younger creators win with time, why lifestyle storytelling is now required, and why businesses that rely on fractional leaders may struggle to earn investor confidence.

    In the final stretch they talk real estate frustration, sellers’ markets, impossible multifamily economics, rare earth stocks, index funds, XRP versus Ripple Labs, reverse ATMs taking over New York, prediction markets merging with Wall Street, and Warren Buffett’s farewell letter. Educational only, not financial advice.

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    54 mins
  • EP39: The Anxious Generation, AI Markets, and Why Housing Policy Is About To Get Weird
    Nov 11 2025

    Roger and Richard open the first official WealthWise episode with a deep dive into the most troubling trend of the decade: the mental health collapse of Gen Z. After Roger begins reading The Anxious Generation, they break down the data showing skyrocketing anxiety, depression, and self harm among adolescents, especially young girls. They explore the role of smartphones, front facing cameras, and algorithmic social platforms, and how overprotected childhoods pushed kids indoors and into digital worlds that are far more dangerous than the real one. They move from parenting to markets, unpacking SoftBank’s Nvidia exit, Michael Burry’s AI short thesis, and the battle over whether hyperscaler demand is real or artificially inflated. From there they dissect Trump’s proposed two thousand dollar tariff checks and fifty year mortgages, running the math on why extended loans could quietly destroy retirement planning. They close with concerns about algorithmic dominance in markets, consumer leverage, prediction markets, Nvidia earnings, government shutdown fallout, and the signs that the next rally may depend entirely on tech holding up a fragile economy. Educational only, not financial advice.

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    1 hr and 1 min
  • EP38: How Men In Their 40s Break Out Of A Midlife Crisis
    Nov 10 2025

    Roger shares a raw, solo conversation about the reality of midlife crisis and the path many men in their 40s must walk to escape it. He unpacks the trigger that set off his own two and a half year descent, the emotional collapse that followed, and the exact frameworks that helped him rise again after losing both parents. He breaks down the stages of hell, neutrality, and what he calls heaven on earth, and explains why no tactic, career fix, or financial plan works until someone first stabilizes their emotional state. He connects Viktor Frankl’s existential vacuum, David Hawkins’ map of consciousness, and Richard Rohr’s honesty about suffering to show how purpose becomes the lifeline out of despair. This episode is meant for men wrestling with darkness and for the spouses, friends, and leaders trying to support them. Educational only, not mental health advice.

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    23 mins
  • Ep37: Markets, Shutdowns, and the Search for a Wealth Framework That Actually Works
    Nov 4 2025

    Roger and Richard cover a chaotic week in markets, crypto, and politics, then turn inward to tackle the biggest question facing the WealthWise rebrand: what is the single framework that actually helps people build wealth in the real world. They start with the surge in forced crypto liquidations, the growing disconnect between AI stocks and the broader economy, and the debate over whether the market is entering a correction or gearing up for another leg higher once the government shutdown ends. From Michael Burry’s new AI shorts to rare earth stocks collapsing after massive run ups, they walk through how both sentiment and liquidity can flip entire sectors in a matter of days.

    The conversation then shifts to the idea of a keystone philosophy for WealthWise. They compare models like Learn, Earn, Invest, triple compounding, and service based cash flow strategies, and ask why some frameworks take off while others remain too abstract or too future focused to stick. They explore the tension between teaching long term wealth planning and giving listeners something that produces meaningful progress right now. Along the way they get into parenting with AI, screen age decisions, mental health risks, and the challenge of preparing kids for a world where early tech literacy is both a massive advantage and a minefield. Educational only, not financial advice.

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    50 mins
  • EP36: How to Build a Smarter Investor Identity (Even in a Noisy Market)
    Oct 28 2025

    Roger and Richard use this episode to look in the mirror and ask a hard question: what exactly is the transformational value of this show. After running months of transcripts through an AI analysis tool, the system came back with a clear message. The conversations are smart, fun, and wide ranging, but the show needs a sharper mission if it is going to help listeners build real wealth. This sparks a deep conversation about what makes a podcast meaningful in a world where information is free, AI can answer anything, and only applied strategy creates actual change.

    They unpack what their audience truly wants, why “becoming a smarter investor each week” may be the anchor, and how their past success with structured investing frameworks can translate into a modern community or subscription that actually moves people forward. The discussion covers lessons from the 1929 crash, the mechanics of real bubbles versus corrections, the rise of AI and rare earths, portfolio construction, long shots, options mistakes, and how to think about contagion risk in today’s tech-driven markets. They wrap with a simple idea. If the show can consistently help listeners think more clearly, allocate more intentionally, and avoid the traps that break most investors, that is the mission worth pursuing. Educational only, not financial advice.

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    56 mins