Podcasts · Business

Wealth Dynasty

Kurt Tucker and Mark Schmidt

34 episodes

Wealth Dynasty is the podcast for global citizens, high-net-worth individuals, and legacy-minded leaders who know true wealth is more than numbers on a balance sheet. Each week, we share conversations with experts and everyday builders of wealth to uncover the strategies, systems, and mindsets that turn success into legacy. From estate planning and tax strategies to investing, insurance, and family governance, we break down both emerging trends, and timeless principles, so you can preserve what you’ve built, scale it further, and ensure it lasts for generations. This isn’t hype or jargon. It’s clear, actionable insight designed to help you grow, protect, and pass on wealth that matters, not just for you, but for those who come after you.

Episodes

  1. The Core Pillars of a Peaceful and Wealthy Life | Lon Wordrop - 32

    · 41 min · Episode 32

    Lon and Cheryl Wardrop joined this episode to share the mindset and goal-setting framework behind their marriage, their real estate portfolio, and how they built enough wealth to retire in their 40s. The Question…

  2. How to Protect Your Business: A Guide to Buy-Sell Agreements and Life Insurance Funding | Kurt and Mark - 31

    · 30 min · Episode 31

    show notes

  3. Is there ever a good situation for whole life insurance? | Kurt and Mark - 30

    · 11 min · Episode 30

    show notes

  4. July 4th Freedom | Kurt and Mark - 29

    · 14 min · Episode 29

    show notes

  5. Bite-Size Finance: The Stuff Nobody Ever Taught You | Kurt and Mark - 28

    · 18 min · Episode 28

    Financial planning can feel overwhelming when you're surrounded by unfamiliar terms and complicated strategies. That's why we decided to take a step back and break down some of the most common financial concepts into…

  6. How to Prepare For Medical Exam | Kurt and Mark - 27

    · 13 min · Episode 27

    Getting life insurance is one of those things people know they should do, but many do not realize how much health can impact the process. If you are planning to apply for life insurance, preparing ahead of time can…

  7. Defined Benefit Cash Balance Plan | Kevin Kimbrough - 26

    · 27 min · Episode 26

    What is a defined benefit cash balance plan? We invited our good friend Kevin Kimbrough back for another conversation to help answer that question. He explains how high-income earners can use this government-approved,…

  8. How to Generate Wealth As An Entrepreneur Coming From Poverty Part 2 | Donald C. Kelly - 25

    · 26 min · Episode 25

    What does it actually take to build long-term wealth when you are starting from scratch? In part two of our conversation with entrepreneur and sales podcaster Donald C. Kelly, we answer some of the biggest questions…

  9. How to Generate Wealth As An Entrepreneur Coming From Poverty Part 1 | Donald C. Kelly - 24

    · 39 min · Episode 24

    Growing up in poverty can make it feel like there’s no way out. Despite what you may think, there is. That’s why we invited entrepreneur Donald C. Kelly to join us for this question-and-answer episode. Together, we…

  10. From Broke Dropout to Retiring at 40: The Real Playbook for Building and Protecting Wealth | Glenn Robinson - 23

    · 51 min · Episode 23

    Only a few people inherit wealth. The rest of us have to build it from scratch with whatever tools we have. Joining us today is Glenn Robinson, a retired business leader, sharing his rags to riches story. If you’ve…

  11. How to Protect Your Retirement from Healthcare & Long-Term Care Costs | Kurt and Mark - 22

    · 17 min · Episode 22

    No one really prepares you for how expensive aging can become. The more care you require, the less money you may be able to leave for your family. So how can you protect your retirement and wealth from long-term…

  12. Understanding the Rockefeller Method for Generational Wealth | Kurt and Mark - 21

    · 21 min · Episode 21

    Wouldn’t it be nice to live life like a Rockefeller? Not only enjoying wealth in your lifetime, but building something that benefits your children, grandchildren, and generations to come. We’re breaking down the…

  13. The Top 5 Ways to build Wealth | Kurt and Mark - 20

    · 20 min · Episode 20

    What makes the top 5% wealthy is that they’re not relying on get-rich-quick schemes. We’re sharing data on what the wealthy are actually doing to build their income and long-term wealth. Start putting these five things…

  14. Financial Planning 101 | Kurt and Mark - 19

    · 27 min · Episode 19

    What do you need in a financial plan for it to be successful? We go over the details in this episode and why it is important for you to have one. Things happen all the time in life, but with a solid financial plan, it…

  15. If I Could Go Back 30 Year Here's What I Would Do Different Financially | Kurt and Mark - 18

    · 21 min · Episode 18

    Have you ever looked back on your life and wished you had made smarter decisions with money? You’re not alone. Kurt openly admits he has made his share of financial mistakes over the years. The important thing, he…

  16. Health Is the Real Wealth: The Longevity Blueprint for High Performers | Mark Schmidt - 17

    · 4:07 · Episode 17

    Ralph Waldo Emerson recognized the connection between health and longevity when he wrote in The Conduct of Life in 1860, “The first wealth is health.” But how do you prioritize health in the hustle culture we live in…

  17. Who a LIRP Is For, and Who It’s Not – Part 2 | Kurt and Mark - 16

    · 17 min · Episode 16

    In Part Two we go over advanced strategies for deploying Life Insurance Retirement Plans (LIRPs). We also cover the flexibility, tax advantages, and protection LIRPs offer high-income earners who want stable, protected…

  18. What Is A Life Insurance Retirement Plan (LIRP)? - Part 1 | Kurt and Mark - 15

    · 21 min · Episode 15

    Insurance, taxes, and accumulation. Can life insurance really help you win in all three areas? In this episode, we break down what life insurance retirement plans (LIRPs) are and how they can play a role in building…

  19. What is Generational Wealth | Danny Farmer - 14

    · 34 min · Episode 14

    Ever wonder what it takes to build a fortune that lasts for generations? Today, we've got the answer from a true expert: Danny Farmer, the chairman and founder of Figtree. He's here to share his three unique strategies…

  20. How I Created Generational Wealth | Jerry Boggess - 13

    · 32 min · Episode 13

    We all get inspired by a good come-up story, and today's guest, Jerry Boggess, has an incredible one to share. Join us as he discusses how he and his wife used a clever blend of the corporate world, education, real…

  21. Your Personal CFO For Wealth Management | Michael O'Connor - 12

    · 36 min · Episode 12

    What does a winning investment strategy look like? To help show you, I invited my good friend and Fig Tree Cayman investor to join me in this episode. Michael O’Connor brings years of investing experience to help you…

  22. Money and Thanksgiving - How To Handle The Akward Money Conversations | Kurt, Mark, Stephanie - 11

    · 23 min · Episode 11

    show notes

  23. What Is Premium Financing? | Andrew Szpiro - 10

    · 32 min · Episode 10

    In this episode, Andrew Szpiro delves into the intricacies of premium financing, a strategy that allows individuals to acquire insurance without liquidating other valuable assets. Discover how this financial tactic can…

  24. 5 Things You Need To Know About ACA Healthcare Changes Before Open Enrollment | Mark and Fernando Leopold - 09

    · 26 min · Episode 9

    Open enrollment is here, and healthcare is going through some big changes right now. It can be confusing to figure out which insurance plan is right for you or whether your medications are still covered by your doctor.…

  25. Part 3: Life Insurance - Term vs Permanent | Kurt and Mark - 08

    · 26 min · Episode 8

    Life insurance isn’t a one-size-fits-all solution. The key is finding coverage that fits your life right now. With so many options available, it can get confusing. In this episode, we continue our series on permanent…

  26. Part 2: Life Insurance - Permanent Life | Kurt and Mark - 07

    · 30 min · Episode 7

    Did you know that whole life insurance falls under the broader umbrella of permanent life insurance? With so many terms, policies, and riders, learning about life insurance can be a bit confusing. In this episode,…

  27. Part 1: Life Insurance - Term Life Insurance | Kurt and Mark - 06

    · 22 min · Episode 6

    We know how difficult it can be to understand everything that goes into life insurance. With so many different types, it can be hard to decide which one fits your family’s needs best. That’s why Kurt’s breaking it all…

  28. Planning for Long-Term Care | Rick Meahl - 05

    · 38 min · Episode 5

    Most people think of long-term care as something they’ll deal with “someday.” But what if waiting costs you your legacy? In this episode, we sit down with Rick Meahl, a veteran long-term care specialist with OneAmerica…

  29. Life Insurance Policy Review: Why a Policy Audit Could Save You Thousands | Kevin Kimbrough - 04

    · 43 min · Episode 4

    Do you think of life insurance as just another bill to pay? Kevin Kimbrough, who brings over 30 years of experience in the insurance and financial services industry, joins us to flip that idea on its head. In this…

  30. H.E.N.R.Y.: High Earner, Not Rich—Yet | Kurt and Mark - 03

    · 28 min · Episode 3

    Are you a part of the HENRY's club? You know, those in fields such as medicine or law who are High Earners, Not Rich Yet. Even though you're making good money, you can't call yourself Larry Ellison or Bill Gates yet.…

  31. What is Generational Wealth | Danny Farmer - 02

    · 34 min · Episode 2

    Ever wonder what it takes to build a fortune that lasts for generations? Today, we've got the answer from a true expert: Danny Farmer, the chairman and founder of Figtree. He's here to share his three unique strategies…

  32. How I Created Generational Wealth | Jerry Boggess - 01

    · 32 min · Episode 1

    We all get inspired by a good come-up story, and today's guest, Jerry Boggess, has an incredible one to share. Join us as he discusses how he and his wife used a clever blend of the corporate world, education, real…

  33. What is Wealth Dynasty all about? | Kurt and Mark - 00

    · 19 min

    How can you protect your family’s finances after you’re gone? Welcome to the Wealth Dynasty podcast! We’re your hosts, Kurt and Mark, and we’re here to tell you everything you need to know about life insurance. In this…

  34. Podcast Teaser

    · 3:38

    Wealth Dynasty is the podcast for global citizens, high-net-worth individuals, and legacy-minded leaders who know true wealth is more than numbers on a balance sheet. Each week, we share conversations with experts and…

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