Patrick Traverse: How Entrepreneurs Can Turn Business Income Into Long-Term Wealth

Patrick Traverse: How Entrepreneurs Can Turn Business Income Into Long-Term Wealth

Visit Patrick Traverse's website: https://BreakawayFinancialGroup.com [https://BreakawayFinancialGroup.com] Patrick Traverse, founder of Breakaway Financial Group, joins IncomeInsider TV to discuss how entrepreneurs can bring more structure to cash flow, taxes, investments, and long-term financial planning. Patrick explains the personal CFO approach, why tax planning should happen throughout the year, how business owners can pay themselves more intentionally, and why building wealth outside the business is so important. He also shares practical advice on exit planning, recurring revenue, financial automation, and choosing the right financial adviser. In this episode: * What a personal CFO does * Tax preparation versus tax planning * Common financial mistakes business owners make * How to pay yourself more intentionally * Why entrepreneurs should invest outside the business * How to build a company that can run without you * Questions to ask before hiring a financial adviser Learn more about Patrick Traverse and Breakaway Financial Group: https://breakawayfinancialgroup.com [https://BreakawayFinancialGroup.com] Connect with Patrick Traverse on Linkedin: https://www.linkedin.com/in/patrick-traverse-cfp [https://www.linkedin.com/in/patrick-traverse-cfp] Key takeaways from the full interview: https://incomeinsider.org/patrick-traverse-cash-flow-tax-planning-wealth/ [https://incomeinsider.org/patrick-traverse-cash-flow-tax-planning-wealth/] Watch IncomeInsider TV on YouTube: https://www.youtube.com/watch?v=UPoPtr5ZVPI [https://www.youtube.com/watch?v=UPoPtr5ZVPI] GoHighLevel Free 30-Day Trial [https://incomeinsider.org/go-high-level-trial] The all in one platform for marketing, automation and lead management. Start your Free Trial Today. Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you. Disclosure: This content is for informational purposes only and should not be considered financial, tax, or investment advice.

Phillip Patrick: Debt, De-dollarization, and Why Retirement Savers are Turning to Gold

Download Birch Gold's Free Gold & Silver Guide:  https://incomeinsider.org/birch-guide [https://incomeinsider.org/birch-guide] In this episode of IncomeInsider TV, host Sam Laliberte speaks with Phillip Patrick of Birch Gold Group about the major forces reshaping the financial system, including inflation, national debt, de-dollarization, central bank gold buying, and the long-term purchasing power of the U.S. dollar. Phillip explains why gold is not just about price charts or market headlines. In his view, gold reflects something much bigger: trust in money, confidence in the financial system, and whether retirement savings will maintain their purchasing power over time. The conversation covers why cash may feel safe but can lose value in real terms, how the nearly $40 trillion national debt could impact retirement savers, why foreign central banks are reducing dollar exposure, and why physical precious metals are often viewed as a diversification tool during periods of monetary uncertainty. Phillip also shares his thoughts on how gold can fit into a retirement strategy, what to look for in a reputable precious metals dealer, and why education should come before making any financial decision. Topics discussed include: * Why gold is tied to purchasing power and trust * How inflation affects retirement savers * The role of cash in today’s economy * The U.S. national debt and deficit problem * What de-dollarization really means * Why central banks are buying gold * How physical gold may fit into a diversified retirement account * Warning signs to watch for when choosing a precious metals company * Why education matters before moving money into precious metals Download Birch Gold's Free Gold & Silver Guide:  https://incomeinsider.org/birch-guide [https://incomeinsider.org/birch-guide] For key takeaways from Phillip Patrick's interview visit: https://incomeinsider.org/phillip-patrick-gold-debt-dedollarization/ [https://incomeinsider.org/phillip-patrick-gold-debt-dedollarization/] Learn more about Birch Gold Group: https://incomeinsider.org/birch-gold-group-review/ [https://incomeinsider.org/birch-gold-group-review/] For full show notes and resources, visit https://incomeinsider.org/incomeinsider-tv/ [https://incomeinsider.org/incomeinsider-tv/] IncomeInsider TV is created in collaboration with WeirdBrain Media. For professional podcast and YouTube production services, visit: https://WeirdBrainMedia.com [https://WeirdBrainMedia.com ] Featured Partner: GoHighLevel GoHighLevel is the all in one platform for online marketing, automation and lead management. Start your 30-Day Free Trial today: https://incomeinsider.org/go-high-level-trial [https://incomeinsider.org/go-high-level-trial] Affiliate Disclosure: Some links associated with IncomeInsider TV may be affiliate links, which means we may earn a commission if you click through and take action. This comes at no additional cost to you and helps support the channel. If you found this episode helpful, like the video, subscribe to the channel, and share it with someone who may need to hear this conversation. Disclosure: This content is for informational purposes only and should not be considered financial, tax, or investment advice.

Tan Gera, CFA: How Decentralized Finance Could Reshape Money by 2030

Watch Tan Gera’s free “Become Your Own Bank” training: https://incomeinsider.org/decen-masters-training [https://incomeinsider.org/decen-masters-training] Episode Notes: What if the financial system was built to benefit the people who built it, not the people relying on it? In this episode of IncomeInsider TV, Sam Laliberte sits down with Tan Gera, CEO and co-founder of Decentralized Masters, to talk about his path from traditional finance and investment banking into the world of crypto and decentralized finance (DeFi).  With a background as a CFA charterholder, Tan Gera explains why he began questioning the legacy system and why he believes DeFi offers a radically different model for how money can work. This conversation goes beyond hype and headlines. Tan breaks down what people misunderstand about banks, why he says most people do not truly control their money, what it means to “become your own bank,” and how DeFi aims to remove the middleman from finance. He also explains stablecoins, yield, beginner mistakes, scam red flags, and why he believes the financial system is moving toward tokenization over the next several years. In this episode, we discuss: * Tan Gera’s transition from Wall Street to DeFi* What traditional finance taught him about money, risk, and gatekeeping * Why banks profit from your money in ways most people do not understand * What “becoming your own bank” means in practical terms * How stablecoins and DeFi platforms work * The real problem DeFi is trying to solve * Where beginners get stuck in crypto * The biggest scam red flags to watch for * How Decentralized Masters helps people navigate this space * Why Tan believes 2030 could be a major inflection point for finance If you’ve been curious about crypto and DeFi but want a more practical, risk-aware explanation, this episode is a strong place to start. Access Tan Gera's free training: https://incomeinsider.org/decen-masters-training [https://incomeinsider.org/decen-masters-training] Key takeaways from the interview: https://incomeinsider.org/tan-gera-defi/ [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbmtQTFhrd256WWpkQU1KcnNjZXZHUDNWVnN0d3xBQ3Jtc0trUzlWUnpCN2hNbzVIdzlLVUhOLWItMHFSSzRKWHZkb1lRSVUwQ1hvNXdnUUtGUjBZRzdsa19oaXp4czIxTldLMmw3ZndBSUNzQkg1dFZjRW9RZ3pLVEp0V0FMZlR6SWNGTnh5Sm51Wmx5OWVHUDlMWQ&q=https%3A%2F%2Fincomeinsider.org%2Ftan-gera-defi%2F&v=dU6hI3A2JEY] Learn more about Decentralized Masters: https://incomeinsider.org/decentralized-masters-review/ [https://incomeinsider.org/decentralized-masters-review/] Partner Highlight: GoHighLevel GoHighLevel is a powerful all-in-one platform designed to help businesses capture leads, automate marketing, and manage customer relationships in one place. It’s commonly used by agencies and entrepreneurs who want fewer tools and more control over their marketing stack. Start your free trial today: https://incomeinsider.org/go-high-level-trial [https://incomeinsider.org/go-high-level-trial] Affiliate Disclosure: Some links associated with IncomeInsider TV may be affiliate links, which means we may earn a commission if you click through and take action. This comes at no additional cost to you and helps support the channel. If you found this episode helpful, please like and subscribe on YouTube [https://www.youtube.com/@incomeinsider_org].  Disclosure: This content is for informational purposes only and should not be considered financial, tax, or investment advice.

Devlyn Steele: Why So Many Americans Are Worried About Retirement Right Now

Claim Your Free Gold & Silver Guide: https://incomeinsider.org/augusta-precious-metals-guide [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbHJIX3lHRU5NOWp4UU5PWlpDeVh3TmtJTWpwUXxBQ3Jtc0tsUEhtR1EtNXRTMVAzZTdnZTNqWTZRZ3RPLUxUV0NMQUpCOWs3aFZCalpVYnAzNzYyV2RiMXZmcTZLRGEwcFBKYzFTdmY3SjRGRVg0WkpfdmNNQV9VZUREYXhWNWt4YjBlR1Z5d01LYWV6SW1tV2ppSQ&q=https%3A%2F%2Fincomeinsider.org%2Faugusta-precious-metals-guide&v=LMqvr2Tb-bg] Are your retirement savings as secure as they used to feel? In this episode of IncomeInsider TV, host Sam Laliberte sits down with Devlyn Steele, Director of Education at Augusta Precious Metals, to talk about why so many Americans nearing retirement are feeling uneasy right now. With more than four decades of experience across finance, technology, and economic analysis, Devlyn breaks down the bigger forces weighing on retirement savers today, including inflation, market uncertainty, Federal Reserve policy, and the growing concern that account balances may not tell the full story. In this conversation, we explore: * What people nearing retirement are really feeling right now * Why this moment feels bigger than a normal market downturn * How inflation affects real-life buying power, not just numbers on paper * Why more savers are looking at alternatives like gold and silver * What role precious metals can play in a retirement conversation * Why education matters before making any major financial move * What makes Augusta Precious Metals’ approach different If you are wondering whether the retirement future you planned for still feels secure, this episode takes a thoughtful look at the questions many Americans are asking right now. Download Augusta Precious Metals’ free Gold and Silver Guide: https://incomeinsider.org/augusta-precious-metals-guide [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbjRpVi1Ib2FleWVsbVdqQmtFSUp3b1ZuVlIyd3xBQ3Jtc0ttUWpnQVU4M0NFSlJGNDhpai1jeEQ4M3ZFQzdfb3lhc0xRSWozTGNnT3NIbUJkREZVV21nT1VHX1hFelA1LW05cjVRUDdOT1dmN0p3UnpySG50RHNvc1YtSVh0ZGR2UjJhUzUzWmdKRWhDS0s4cjNiaw&q=https%3A%2F%2Fincomeinsider.org%2Faugusta-precious-metals-guide&v=LMqvr2Tb-bg] Gold questions? Call Augusta Precious Metals: 877-580-2357 Read more and find show notes at IncomeInsider.org: https://incomeinsider.org/incomeinsider-tv/ [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbW5lcVVkNDlxdlcyVUptYWZKby00Rkp4RkZnd3xBQ3Jtc0trS093c0d0eXRPeXZ1b1RFLTUwNXlLdlRJWmpoSW5QYW5BeWM4cm5YZXRnUVVIR3BKZTYxQUE2Tmg0cTN2QWoxOFEzWkVveEY3YlFGSWYwcmtJdEJRWlBCeWt5LWtmek40UHdOc3JjTDk0dzVGaWhjWQ&q=https%3A%2F%2Fincomeinsider.org%2Fincomeinsider-tv%2F&v=LMqvr2Tb-bg] IncomeInsider TV is created in collaboration with WeirdBrain Media. For professional podcast and YouTube production services, visit: https://WeirdBrainMedia.com [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbkpWR1ZqTmgySERjU2VOa05xMVBJSnVHZHJZQXxBQ3Jtc0tsN2FjLXFQWmEzMFkzcjNrRkJUQ2E2aG9yckpUM3lDTllWTmtuU29kd25hRHQ5ZkZrOXNCSlpoLUVnd1lidDVLMzl4Unl4Q2lrMV9IZ0xEWnVJb292S0FpNjlmQkhqY1Etb2pDVFhsWFNNLU16cmFxNA&q=https%3A%2F%2FWeirdBrainMedia.com%2F&v=LMqvr2Tb-bg]  GoHighLevel Free 30-Day Trial [https://incomeinsider.org/go-high-level-trial] The all in one platform for marketing, automation and lead management. Start your Free Trial Today. Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you. Disclosure: This content is for informational purposes only and should not be considered financial, tax, or investment advice.

Bri Teresi: Crypto, Precious Metals, and Why Financial Sovereignty Matters More Than Ever

Buy Crypto and Precious Metals with Your IRA: https://incomeinsider.org/go-iTrustCapital [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqblV1YTg5NERyZ0x1TzFwb002UFRwb25rZVdCQXxBQ3Jtc0tsaTA1dVR6VDV0WVFFMXFsbHYwZlFrT3c2RUxrQjUxRGJfR25jMUpyZEM1NXpzSjUtMlF5X3VBRXltU2xyRG9LSURSVmlRMHY3QVVfNzhESFhlV1FUYk83WVpfb0Nwc3dKWGdPM3pYVzBhczU2Tm1EUQ&q=https%3A%2F%2Fincomeinsider.org%2Fgo-iTrustCapital&v=YL-s9tdqQFc] Bri Teresi joins IncomeInsider TV for a conversation on crypto, sound money, financial sovereignty, and why controlling your money may matter more than ever in a rapidly changing digital economy. In this episode, Bri shares how her interest in crypto grew into a broader conviction around self-custody, independence, and personal freedom. We talk about the deeper meaning behind crypto beyond speculation, including censorship resistance, trust, platform risk, regulation, and the growing desire for more control over your financial life. We also discuss gold and silver, alternative stores of value, and why more people are beginning to question the systems they’ve always been told to rely on. In this episode: • Bri Teresi’s journey into crypto and sound money • Financial sovereignty and self-custody • Gold, silver, and alternative assets • AI, regulation, trust, and control • The future of money in a digital world Key takeaways from the interview: https://incomeinsider.org/bri-teresi-crypto-silver-financial-sovereignty/ [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbms3V1NRTlA1YnI3UEVsZTZ1MmNGY040S2VCUXxBQ3Jtc0trYTdxdnJqd3NQMmt5YWNDOURZR2NhdDNqMEZhSjN4Skp5cjczTjN3ZGtOX1pLTFY1OHFiblB6dUM3V295RGdXemF6YWFaa0FpUl9RQzBhOVlyOURpSTFUS2VKMHM3NFdLVVRuX1V1VnFEd1ZraHRRUQ&q=https%3A%2F%2Fincomeinsider.org%2Fbri-teresi-crypto-silver-financial-sovereignty%2F&v=YL-s9tdqQFc] Subscribe to Bri Teresi's YouTube channel: https://www.youtube.com/@BriTeresi [https://www.youtube.com/channel/UC1uU91HktOqJL5zyURiHV9A] Follow Bri Teresi on X: https://x.com/briteresi [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbFBvek53WVlvMk5oR3ZyM3BxMGZoRWR5c2JNUXxBQ3Jtc0tsaVo4aEdiY3FBdjljbVJabGJpRlNxZTE5S0FZVEZlVEl3Uy1wd0Rjc09TZjEtWU5VSnhDMl9nTUF5S09Oc09NRURVNEpyYk5RV0twZzU0akNLcjZXQldCcHlCRTRwUldaQ2FXZ3JYdGdNTXRfajNYYw&q=https%3A%2F%2Fx.com%2Fbriteresi&v=YL-s9tdqQFc] Buy Crypto and Precious Metals with iTrustCapital: https://incomeinsider.org/go-iTrustCapital [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqblV1YTg5NERyZ0x1TzFwb002UFRwb25rZVdCQXxBQ3Jtc0tsaTA1dVR6VDV0WVFFMXFsbHYwZlFrT3c2RUxrQjUxRGJfR25jMUpyZEM1NXpzSjUtMlF5X3VBRXltU2xyRG9LSURSVmlRMHY3QVVfNzhESFhlV1FUYk83WVpfb0Nwc3dKWGdPM3pYVzBhczU2Tm1EUQ&q=https%3A%2F%2Fincomeinsider.org%2Fgo-iTrustCapital&v=YL-s9tdqQFc] #BriTeresi [https://www.youtube.com/hashtag/briteresi] #Crypto [https://www.youtube.com/hashtag/crypto] #BTC [https://www.youtube.com/hashtag/btc] #XRP [https://www.youtube.com/hashtag/xrp] GoHighLevel Free 30-Day Trial [https://incomeinsider.org/go-high-level-trial] The all in one platform for marketing, automation and lead management. Start your Free Trial Today. Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you. Disclosure: This content is for informational purposes only and should not be considered financial, tax, or investment advice.