Planet Wealth: Fortunes of the Brave

In this episode, Lance chats with entrepreneur Jason Lee, the founder of DailyPay, a trailblazer in the earned wage access industry. Jason shares invaluable advice for aspiring founders, emphasizing the importance of becoming an expert, staying humble, and being a perpetual student. He also recounts how a simple desire for some pizza led to the conception of DailyPay, which earned double unicorn status and has transformed the payro...

This week, Mary is delighted to welcome trailblazing venture capital and technology executive Jeep Kline. With more than 20 years of experience in tech and impact investing, Jeep has launched four venture capital funds and currently serves on the boards of four high-growth companies across the U.S., Japan, and Taiwan. In this interview, she shares her inspiring journey—from navigating the Asian economic crisis during h...

This week, Mary welcomes Shawn Moore, an experienced real estate investor and host of the Vacation Rental Revolution podcast. Shawn, who started his investment journey twenty-five years ago, shares his odyssey from fix-and-flip investments to pioneering the short-term rental market. He discusses the importance of lifestyle freedom, the impact of the 2008 financial crisis on his career, and how it led him to focus on va...

This week, Lance welcomes Chris Miles, the Cash Flow Expert and Anti-Financial Advisor. Chris shares his remarkable journey from being over $1 million in debt to achieving financial independence—twice—by the age of 39. He introduces his "work optional blueprint," a strategy centered on generating enough passive income to cover all expenses so you can work because you want to, not because you have to.

Chris...

This week, Lance welcomes renowned surgeon-turned-real estate mogul and podcaster Buck Joffrey, MD, who shares his remarkable journey from medicine to managing over $1 billion in assets. Offering deep insights into the common pitfalls entrepreneurs face, Dr. Joffrey underscores the importance of focus, persistence, and strategic partnerships. His career pivot began with a chance encounter with Robert Kiyosaki’s The Cas...

This week, Mary welcomes Jude Bernard, Founder of The Brooklyn Bank (A Non-Profit Bank Alternative*), real estate broker, investor, and general contractor. Jude is a first-generation American of Haitian descent who turned an over-leveraged real estate venture into a portfolio worth tens of millions. In this conversation, he reflects on his early struggles during the 2008 financial crisis, his pivot to commercial real e...

This week, Mary Kathryn Johnson sits down with Joel Louis, CMO of Planet Wealth, as he shares his inspirational journey from an engineering career at Intel to becoming a successful entrepreneur. Joel reflects on the skills and lessons he's gained throughout his career, emphasizing the value of leveraging past experiences to fuel future success. He highlights the power of building and activating a community, harnessing ...

This week, Planet Wealth’s Mary Kathryn Johnson sits down with Emily Ward and Jess Hunichen, co-founders of Shine Talent Group—a global talent management agency with offices in Los Angeles, Toronto, and London. Originally created to support brands and PR agencies with talent management and campaign strategy, Shine has grown into a multifaceted firm representing top social talent worldwide.

Emily and Jess s...

This week, Lance is joined by Mary Kathryn Johnson, Chief Experience Officer at Planet Wealth (and soon-to-be podcast co-host), for a conversation about mindset and financial empowerment. Mary shares how Planet Wealth equips individuals with tools, support, and a structured system to help bridge the wealth gap and pursue their financial goals. She emphasizes the importance of real-time feedback, personalized guidance, ...

This week, financial wellness coach, motivational speaker, and bestselling author Rabbi Abraham Jacks joins us to explore how to overcome financial anxiety. After confronting $2 million in debt, Rabbi Jacks transformed his life by applying ancient wisdom and developing a five-step framework detailed in his book “Stress Less, Prosper More.” He shares practical strategies for achieving financial stability and underscores...

This week, Lance sits down with Lloyd Ross to take listeners through his compelling journey from a traditional 9-to-5 job to financial freedom. Lloyd, a successful entrepreneur and investor, runs four businesses from home and manages an equities portfolio. He discusses the common misconception that busyness equals productivity, explaining that true wealth comes from being strategic and intentional with your time. Lloyd...

This week, Lance had the privilege of speaking with Kimberly Flynn, President of XA Investments. Kimberly discusses her expertise in various investment vehicles, including closed-end funds (CEFs), ETFs, and commodity pools. The conversation delves into democratizing alternative investments and making them more accessible for everyday investors. Kimberly shares insights on sustainable investing with a focus on farmland ...

This week, Lance sits down with Travis Jamison, founder of CapitalPad, to explore the transformative power of AI and its diverse impact across industries. Travis shares his journey as an entrepreneurial investor, offering practical strategies for wealth-building. He discusses the advantages and risks of investing in “boring” small businesses like HVAC and machining, highlighting their potential for high returns and long-term stabil...

In this episode, Lance welcomes Rachel Darivoff, Brand Strategy Director at Design Bridge and Partners, to explore the Great Wealth Transfer—an $84 trillion shift from Baby Boomers to Gen Z and Millennials. She explains how this massive financial transition is driving younger generations away from traditional financial institutions toward digital-first experiences and personalized financial solutions. Rachel debunks co...

In this episode, Lance welcomes Driss Benamour, co-founder of Exponential.fi, a pioneering fintech platform in the decentralized finance (DeFi) space. Driss shares his journey from serving as Uber’s global head of fintech products to co-founding Exponential.fi. The conversation explores key challenges in DeFi, such as complex user experiences, and how these obstacles led to the development of Exponential.fi. He undersc...

In this episode, Lance sits down with Dilshod Jumaniyazov the Co-Founder and CEO of Musaffa. Dilshod shares his journey from a finance enthusiast to a tech-driven entrepreneur with deep insights into data science and ethical investing. He discusses the challenges and triumphs of launching Musaffa, a global fintech platform providing Sharia-compliant investment tools that is currently trusted by over 3,300 users with a ...

In this captivating episode, Lance sits down with Carl Buccellato. Carl recounts his extraordinary journey from humble beginnings in Brooklyn to becoming a successful entrepreneur and investor. He shares tales of his early ventures, including selling wigs as a teenager and co-founding a roller hockey rink. Carl emphasizes the importance of having a quality business plan, accessing capital, and the resilience required to overcome nu...

In this episode, Lance welcomes Roger Martin, the CEO of Thrive More Brands, Co-Founder of Rockbox Fitness, CEO & Co-Founder of beem® Light Sauna, author, and the host of The ThriveMore Podcast. During the discussion, Roger shares powerful insights from his extensive journey in corporate America and entrepreneurship. Reflecting on his early days at a pizza shop, he recalls learning the critical lesson of taking respons...

In this debut episode, host Lance Woodson sits down with podcast producer and Social Chameleon founder Mike DiCioccio to share the inspiring story behind Planet Wealth. This groundbreaking initiative aims to democratize access to capital for entrepreneurs often excluded from traditional financial systems. Lance discusses the mission of Planet Wealth, the challenges small business owners face, and how leveraging social media and a n...