『The Wealth Happiness Plan』のカバーアート

The Wealth Happiness Plan

The Wealth Happiness Plan

著者: Bart Dalton
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今ならプレミアムプランが3カ月 月額99円

2026年5月12日まで。4か月目以降は月額1,500円で自動更新します。

概要

THE WEALTH HAPPINESS PODCAST 5-Episode Mini-Series Description You spent twenty years building a business worth millions. You planned every detail of the sale: the broker, the solicitor, the tax optimization, and the wealth manager. The deal closes. The champagne flows. The money hits your account. And six months later, you're sitting in a villa in Spain wondering why you feel like you've made the most catastrophic mistake of your life. This is the reality for 75% of business owners who sell their companies: they planned the transaction obsessively but gave zero thought to the transformation. They built "Team One" to get them out financially but never built "Team Two" to help them thrive afterward.

The Wealth Happiness Podcast is a 5-episode mini-series that solves this problem by introducing the five pillars every business owner must build 18-24 months before exit to join the 25% who have zero regrets. Each episode tackles one pillar with brutal honesty and practical frameworks.

Episode 1: Financial Security explores why you need more than "enough money" through the Personal Funded Ratio formula that tells you if you're actually secure, plus the £40-70K "validation income" that proves you're still relevant.

Episode 2: Purpose reveals why full retirement is a trap and how the 60/40 Rule (60% commercial engagement + 40% purpose-driven work = 10-15 hours weekly) delivers fulfillment without burnout.

Episode 3: Health examines why your £15M portfolio is worthless if you're dead at 67, and how environment beats genetics 70-30 in determining whether you live vibrantly to 92 or decline miserably from 65.

Episode 4: Connection uncovers why moving to that Spanish villa destroys the social networks that keep you alive (isolation = smoking 15 cigarettes daily), and how to build advocate relationships that sustain you.

Episode 5: Regret Minimization shows how to build Team Two alongside Team One using the 24-month test-drive roadmap so you transition confidently rather than winging the most important chapter of your life.

Hosted by B.D. Dalton II ("The Wealth Happiness Guy"), featuring world-class experts and real business owners who got it right. Don't retire. Rewire.Copyright Bart Dalton
個人ファイナンス 経済学
エピソード
  • Die With Zero Bill Perkins on Living Fully and Maximizing Life’s Experiences
    2026/04/12
    On this episode of The Wealth Happiness Plan, host B.D. Dalton sits down with the multi-faceted Bill Perkins—hedge fund manager, former film producer, high-stakes poker player, and the mind behind the transformative philosophy "Die With Zero."

    Together, they unpack what it truly means to live a life rich in fulfillment rather than just dollars and cents. Bill Perkins shares the inspiration behind his bestselling book, diving into how we often exchange our most precious resource—our time—for money, only to lose sight of what the money is actually for.

    Bill introduces ideas like “memory dividends,” the ongoing joy we receive from our experiences, and the concept of “time buckets” for intentional living through every season of life. The conversation explores why most people’s plans for the future are stuck on autopilot, how we can help friends join us in memorable adventures, and why legacy isn’t just about inheritance—it’s about timing and impact.

    Packed with fresh perspectives, practical wisdom, and a lively back-and-forth, this episode will inspire you to reconsider how you allocate your wealth, your energy, and, most importantly, your time. It’s all about making sure that when the ride is over, you truly left it all on the field.

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    31 分
  • Where you live is retirement gold dust! With Ryan Fredericks
    2026/04/12
    Welcome to another episode of The Wealth Happiness Plan! In today’s show, host B.D. Dalton sits down with longevity advocate and place planning expert, Ryan Fredericks, to dig into why “where you live” could be the true gold dust for a longer, happier life.This episode unpacks the big idea that the places we choose to live shape us in profound ways—impacting our health, social connections, finances, and overall well-being. Ryan Fredericks shares his fascinating journey from Silicon Valley startups to living among seniors in a retirement community, to launching the discipline of place planning. You’ll hear how testing the waters—before making a big move—is crucial, and why community may be even more important for happiness than a million-pound bank account.Together, Ryan Fredericks and B.D. Dalton explore the four quadrants of place, common mistakes people make when envisioning retirement, and practical steps for “test-driving” your next home or town. If you’re a business leader or planning your next big chapter, this episode offers actionable insights and thought-provoking questions to help you make your next move truly life-enhancing.So grab your coffee, get ready to rethink your relationship with “place,” and join us for a lively conversation with Ryan Fredericks on The Wealth Happiness Plan!

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    29 分
  • The Secret Formula for Making Any Tough Life Decision—Revealed by Dr Alan Barnard
    2026/03/31
    Decision-Making in Uncertain Times with Dr Alan Barnard What if uncertainty wasn't the enemy of good decisions but actually the raw material for better ones? B.D. sits down with returning guest Dr Alan Barnard, decision-making scientist and author of From Fragile to Robust to Antifragile, for a no-nonsense conversation about how business owners and retirees can stop fearing change and start using it as fuel. In this episode you'll learn:
    • Why resisting change is often the rational choice (and when it stops being one)
    • The difference between fragile, robust, and antifragile thinking, and which one you're running right now
    • How to treat every major life decision as a low-cost experiment rather than an irreversible bet
    • The ProConCloud framework: a smarter alternative to gut instinct for big transitions
    • Why "retiring" is the wrong goal entirely, and what to do instead
    Dr Barnard draws on real-world case studies from failing businesses and personal breakdowns that became breakthroughs, giving you a practical lens for navigating exits, second acts, and everything in between. One question worth sitting with after this episode: If the worst-case scenario landed tomorrow, would you survive it? Would you grow from it? Hit play. Your next chapter starts here.
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    36 分
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