Transformational Wealth

6: Transforming Wealth Through Philanthropy: The Power of Giving Back

Marc Henn sits down with Erin Satzger, CEO of the Northern Cincinnati Foundation, to explore the profound impact of philanthropy on personal and community wealth.  Erin shares her journey from Washington, D.C., to leading a community foundation, highlighting the pivotal role of giving back in fostering both personal fulfillment and financial growth.  Discover how strategic philanthropy not only enriches communities but also accelerates wealth building for donors. Erin and Mark delve into the mechanics of donor-advised funds, the benefits of non-cash asset donations, and the importance of long-term endowment planning.  They also discuss the transformative power of community foundations in creating sustainable change and the growing trend of private giving as a means to address societal needs. Whether you're a seasoned philanthropist or just beginning your wealth-building journey, this episode offers valuable insights into leveraging your resources for greater impact.  Tune in to learn how you can be part of a movement that transforms wealth into a force for good, ensuring a lasting legacy for future generations. Join us for an inspiring conversation that challenges conventional notions of wealth and highlights the joy and growth that come from giving back. You can find Marc's book, Power Plays of the Wealthy, at https://marchenn.com/ [https://marchenn.com/] or everywhere books are sold. Marc Henn is a licensed Investment Adviser with Harvest Financial Advisors, a registered entity with the U. S. Securities and Exchange Commission.

5: Capitalizing on Oil and Gas Investing for Cash Flow and Tax Reduction

In this episode of the Transformational Wealth Podcast, host Marc Henn sits down with Fred Gratz, Director of Business Development at US Energy Development Corporation, to demystify oil and gas investing for high-net-worth individuals and forward-thinking wealth builders. They break down what makes energy one of the critical “super asset classes”—from its essential role in the U.S. economy to its unique ability to deliver both strong cash flow and significant tax advantages. Fred shares his extensive experience in the sector, explaining how private investments in oil and gas, especially via drilling programs and mineral rights, offer distinctive benefits for reducing ordinary income taxes and balancing a diversified portfolio. The discussion delves into the intricacies of IRS tax code, highlighting how intangible drilling costs (IDCs) and other incentives create rare opportunities for investors to combine tax planning with economic growth. Listeners will also learn about Opportunity Zones and 1031 exchanges, including how current and proposed changes in U.S. policy could impact energy investing. Fred and Marc provide practical tips for evaluating oil and gas investment sponsors, understanding risk mitigation through hedging and insurance, and structuring investments based on personal goals and tax situations. You can find Marc's book, Power Plays of the Wealthy, at https://marchenn.com/ [https://marchenn.com/] or anywhere books are sold. Marc Henn is a licensed Investment Adviser with Harvest Financial Advisors, a registered entity with the U. S. Securities and Exchange Commission.

4: Real Estate Wealth: Cash Flow, Tax Advantages, and Wealth Creation

In this enlightening episode, we welcome real estate investing expert Elissa Miller for an in-depth discussion designed to empower anyone curious about building wealth through property. Whether you’re a complete beginner or looking to level up your investment strategy, Elissa brings clear, actionable advice that demystifies the often-intimidating world of real estate. Drawing from her years of hands-on experience, Elissa shares how she got started, the challenges she faced, and what she wishes she’d known when she made her first investment. She breaks down essential concepts like vetting properties, financing options, and market analysis, making these topics approachable no matter your background. Throughout the episode, Elissa’s passion for real estate shines through, as she emphasizes the importance of due diligence and creating a solid plan tailored to your personal goals. If you’ve been wondering how to make your first real estate investment or want to refine your portfolio, this episode is packed with tips, encouragement, and myth-busting guidance. Elissa Miller proves that real estate isn’t just for the wealthy—anyone can start with the right mindset, research, and support. Tune in for a comprehensive look at investing in real estate—minus the jargon and hype. You’ll finish feeling informed, motivated, and ready to take your next steps. You can find Marc's book, Power Plays of the Wealthy, at https://marchenn.com/ [https://marchenn.com/] or anywhere books are sold. Marc Henn is a licensed Investment Adviser with Harvest Financial Advisors, a registered entity with the U. S. Securities and Exchange Commission.

3: Mastering Paper Assets and Smart Investing Strategies

In this episode of the Transformational Wealth Podcast, host Marc Henn is joined by Bruce Mason, Director of Research and Trading at Harvest Financial Advisors, for a practical discussion on paper assets—one of the five super asset classes from Marc's book, "Power Plays of the Wealthy."  Marc and Bruce share their unique paths into finance and explain foundational investment concepts, comparing fundamental analysis (evaluating a company’s financial health) with technical analysis (assessing stock price patterns). They highlight why a clear, research-driven process is essential and caution listeners against emotional pitfalls like chasing “hot” stocks or reacting to short-term market swings. The conversation underscores the value of starting to invest early and leveraging the power of compounding. Bruce shares real-world examples showing that consistent saving and staying invested—rather than trying to time the market—lead to the best long-term outcomes. They also address the importance of diversification, discuss the merits of mutual funds and ETFs for everyday investors, and stress the benefits of using tax-advantaged accounts such as 401(k)s and IRAs. You can find Marc's book, Power Plays of the Wealthy, at https://marchenn.com/ [https://marchenn.com/] or anywhere books are sold. Marc Henn is a licensed Investment Adviser with Harvest Financial Advisors, a registered entity with the U. S. Securities and Exchange Commission.

2: How to Build a Business That Creates Cash Flow, Tax Savings, and Long-Term Wealth

In this episode of the Transformational Wealth Podcast, host Marc Henn, CEO of Harvest Financial Advisors and author of Power Plays of the Wealthy, dives deep into the world of entrepreneurship and business ownership, discussing why businesses are a "super asset class" when it comes to building transformational wealth. Marc is joined by Carter Froelich, a seasoned entrepreneur with an impressive track record as managing principal of Launch Development Finance Advisors, Blackwood Advisors, and Froelich Properties.  Marc and Carter met through Strategic Coach, and the two share invaluable insights for both aspiring and seasoned entrepreneurs. Carter traces his journey from a childhood surrounded by business in North Dakota, hustling with neighborhood ventures, to climbing the ranks in public accounting, and eventually breaking out on his own to pioneer innovative financing strategies in land development. Together, they explore what it really takes to make the entrepreneurial leap—covering everything from the mindset shift needed to create meaningful value (instead of just chasing money) to the pivotal role of building the right team and letting go of that need for control as your business matures. Carter opens up about the struggles he faced along the way, the lessons learned from both big wins and failed ventures, and the importance of the four freedoms: time, purpose, relationships, and money. Whether you’re dreaming of starting your own business or looking to push through the inevitable challenges–this conversation is full of candid advice, hard-won wisdom, and genuine encouragement. Get ready to be inspired by real stories and practical tips you can use on your own wealth-building adventure. You can find Marc's book, Power Plays of the Wealthy, at https://marchenn.com/ [https://marchenn.com/] or anywhere books are sold. Marc Henn is a licensed Investment Adviser with Harvest Financial Advisors, a registered entity with the U. S. Securities and Exchange Commission.