『Making Sense of Your Money Podcast』のカバーアート

Making Sense of Your Money Podcast

Making Sense of Your Money Podcast

著者: Dan Pascone
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概要

Hosted by Dan Pascone, CEO of Tailored Wealth (Learn more: yourtailoredwealth.com), Making Sense of Your Money helps high-income professionals optimize their financial strategies. Each episode features expert insights on investing, tax planning, and wealth building, turning complexity into clarity.Connect with Dan here: linktr.ee/danpascone.com© 2026 Making Sense of Your Money Podcast 経済学
エピソード
  • #40: The Fine Print No One Reads: Hidden Rules That Control Your Money
    2026/02/10

    Most people ignore the fine print, until it costs them big.
    Behind every loan, account, card, and investment are rules, clauses, and disclosures that shape what happens to your money, yet few understand how these hidden frameworks really work.

    Discover:

    • Why the “fine print” is the real contract you should read before signing
    • How regulators like the CFPB, FDIC, SEC, and state agencies affect your financial rights
    • What regulation by enforcement means and why it matters to consumers
    • Practical steps to protect yourself, from escalation paths to using fiduciary advisers
    • A simple AI hack to summarize complex disclosures before you agree

    Featuring: Dan Pascone & Chris Hilliard
    🧠 Ready to understand the hidden rules that impact your financial life? Explore more at www.makingsenseofyourmoney.com

    #MakingSensePodcast #FinancialRegulation #ConsumerProtection #ChrisHilliard #DanPascone #TailoredWealth #FinTech #Compliance #CFPB #SEC #FDIC #LegalFinance #MoneyManagement #AIForFinance

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    38 分
  • #39: How the Wealthy Really Invest in Real Estate
    2026/02/08

    Tired of toilets, tenants, and tiny returns?
    The ultra-wealthy aren't flipping houses or chasing rent checks—they're building wealth through syndications that offer scale, tax efficiency, and passive income.

    Discover:

    • Why the wealthy ditch rentals for real estate syndications
    • How to access institutional deals as an accredited investor
    • The power of partnerships (and what to watch out for)
    • Where syndications fit in your long-term wealth plan
    • What smart LPs look for before wiring a dollar

    Featuring: Dan Pascone & Lane Kawaoka

    🧠 Learn how high net worth investors scale wealth through real estate →
    www.makingsenseofyourmoney.com

    #MakingSensePodcast #RealEstateSyndication #PassiveIncome #AlternativeInvestments #LaneKawaoka #DanPascone #TailoredWealth #WealthElevator #FinancialFreedom #AccreditedInvestor #SmartInvesting

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    30 分
  • #38: Decode What’s Next: Wealth, Leadership & the Human Edge
    2026/02/06

    If you’ve ever felt like the world is changing faster than your playbook, you’re not imagining it.


    Executives and founders aren’t just navigating markets, they’re navigating meaningful change in economy, technology, leadership, and identity. In this episode, Dan Pascone sits down with Ashley Mosaic, human‑centered futurist, to explore how emotional intelligence, foresight, and values alignment are shaping the future of wealth and leadership, and why intentional clarity may be your biggest financial advantage.

    You’ll learn:

    • Why future success isn’t just about data, it’s about human sensibilities
    • How leaders can decode trends instead of react to headlines
    • The role of curiosity and beginner’s mindset in spotting opportunities
    • How emotional intelligence and self‑clarity become an investment edge
    • How aligning values with money helps you make confident decisions
    • What leaders should focus on today to build wealth with purpose

    Whether you’re scaling your business, investing with intention, or leading teams into an uncertain future, this conversation brings clarity, strategy, and human nuance to what comes next.

    Featuring: Dan Pascone & Ashley Mosaic
    🧠 Explore more insights: www.makingsenseofyourmoney.com

    #MakingSensePodcast #AshleyMosaic #HumanCenteredFuturist #LeadershipDevelopment #WealthWithPurpose #ValuesDrivenFinance #FutureOfWork #EmotionalIntelligence #BusinessStrategy #ExecutiveCoaching #IntentionalLiving #DecodeWhatsNext #TailoredWealth #DanPascone #ForesightThinking #MindsetMatters

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    27 分
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