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

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

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

High growth doesn’t always mean financial health.
Many companies double in revenue but collapse from within, all because their leaders don't understand cash flow. In this episode, Dan Pascone is joined by Michael Higgins, founder of Mindful Finance, to expose the hidden risk threatening fast-growing businesses: financial illiteracy among non-financial leaders.

Discover:

• Why even profitable companies can suddenly run out of cash
• The cost of “financial phobia” in mid-level and senior management
• How to train your team to think like owners — and make smarter decisions
• The ROI of financial training that shows up on the P&L
• A simple way to equip managers with clarity and confidence using real company data

If you're scaling a business or leading a team, this episode is a must-listen for protecting your future and multiplying value from the inside out.

Featuring: Dan Pascone & Michael Higgins
🧠 Explore more insights: www.makingsenseofyourmoney.com

#MakingSensePodcast #TailoredWealth #CashFlowMatters #BusinessFinance #FinancialLiteracy #ScalingSmart #DanPascone #MichaelHiggins #MindfulFinance #BusinessGrowth #MiddleManagement #CompanyCashFlow #FinancialTraining #Entrepreneurship #SmallBusinessSuccess #BusinessLeadership

You know innovation costs billions, but did you know most clinical trials still fail?
For executives watching capital markets, biotech investing, and long‑term innovation, understanding why drugs rarely make it from discovery to market is a competitive advantage. In this episode, Dan Pascone talks with Suzanne Vyvoda, founder of Concordia BioStrategies and seasoned biotech operator, to unpack the real economics and operational reality behind clinical trials, drug development, and what actually makes a program investable, even in a tight funding market.

In this episode you’ll learn:

• Why clinical trials are so expensive and why most never succeed
• How operational strategy separates winners from survivors
• What makes a biotech company investable beyond science alone
• How human behavior and real patients influence outcomes
• Lessons from a rapid ~$7B exit and how that shaped Suzanne’s approach
• Why bringing ops into strategy early can drive value and de‑risk capital
• Suzanne’s mission to mentor and invest in talented leaders, especially women, in life sciences

Whether you’re an investor, executive, founder, or leader evaluating long‑cycle innovation, this episode brings clarity, context, and strategy to a world often hidden behind jargon, volatility, and long timelines.

Featuring: Dan Pascone & Suzanne Vyvoda

🧠 Explore more insights: www.makingsenseofyourmoney.com

#MakingSensePodcast #Biotech #ClinicalTrials #LifeSciences #DrugDevelopment #BiotechInvesting #Pharma #ConcordiaBioStrategies #SuzanneVyvoda #InnovationStrategy #HealthcareVC #OperationalExcellence #ExecutiveEducation #LongGameInvesting #TailoredWealth #DanPascone