Worldwise Wealth
Worldwise Wealth is a podcast designed for global-minded entrepreneurs and investors eager to build borderless lives. Each episode dives into strategies for international diversification, including second residencies and citizenships, unlocking new financial landscapes, and understanding your global diversification opportunities. With insights from experts across the globe, we offer practical steps for leveraging global markets, reducing tax burdens, and achieving personal freedom through a borderless approach to wealth and lifestyle.
Episodes
Connect with Dr. Axel
Connect with Nicole
M.C. shares his various investment strategies, the concept of infinite banking, and the structure and benefits of setting up a family office. We also touch on family legacy planning, asset management, and the notion of creating a family bank, along with M.C.'s lengthy podcasting journey and some pivotal moments that shaped his financial philosophy.
Connect with M.C.
Worldwise Capi...
She worked for the IRS—until they sent her to prison for 3 years.
In this episode, Dr. Sherry Peel Jackson, a former IRS agent and CPA reveals how the ultra-wealthy legally pay little to no tax, while small business owners and everyday Americans get squeezed. We talk about her time inside the IRS, why she believes the system is broken, and how she’s now helping others protect and grow their wealth.
We also cover:
How the IRS targets s...
In this guest interview episode, Nicole goes on the Contrarian Capitalist show to discuss the best countries for a plan B, how to start forming options, and why now may be the best time to leave your home country... before its too late.
Connect with Robert
Worldwise Capital Links
Robert Smallbone of The Contrarian Capitalist comes on the show, to discuss the importance of gold and silver and why NOW is the best time to buy. He discusses taxes for precious metal holders, store of value, how to get into the market, and storage.
Connect with Robert
Worldwise Capital Links
Harry is the founder of NomadMania, and has visited every country in the world not once, but twice. In this episode we dive into why he felt he needed to visit every country a second time and why the second time was better than the first, dark tourism, and his experiences with adventure travel.
Connect with Harry
Worldwise Capital Links
In this episode, Nicole discusses the essential apps you need to have when visiting Paraguay for the first time.
Worldwise Capital Links
Terry Cralle, a Registered Nurse, certified in clinical sleep health, and the author of two books on sleep, joins the show to discuss the effects of bad sleeping habits, and how this effects entrepreneurs and high achievers.
Connect with Terry
Worldwise Capital Links
Your only resource if you want residency in Paraguay, why its beneficial, how to start the residency process, and living in Paraguay.
Worldwise Capital Links
Tim Smith, the founder and CEO of Aura Private Wealth, shares insights on financial literacy, fraud prevention, and wealth management for high net worth individuals as well as everyday investors. He discusses the devastating impact of fraud within his company and provides strategies to identify and avoid financial fraud.
Connect with Tim
Worldwise Capital Links
Janna is a crypto tax specialist with years of experience in crypto accounting. In this episode she shares her journey from working in various financial sectors to focusing on the complex and evolving field of crypto taxation. She shares her challenges in finding reliable tools for calculating crypto taxes, leading to her extensive research and development of an accurate product for crypto reporting and taxation.
Worldwise Capital L...
Banking in Paraguay is not always the easiest, even if you hold residency. In this episode Nicole shares how you can open bank accounts at almost every bank, and the challenges with banking in Paraguay.
Worldwise Capital Links
In this guest episode, Nicole discusses the path to becoming a global citizen with insights from her appearance on the Globetrotters podcast. Nicole, having traveled extensively and lived a nomadic lifestyle for almost a decade, shares how she helps clients optimize taxes, diversify residencies, and secure new citizenships. The discussion covers practical steps, challenges faced by American expats, distinctions between digital noma...
Whitney shares her journey from becoming an accidental landlord in 2002 to managing a substantial real estate portfolio, valued at over $800 million. She discusses her transition from live-in flips to buy-and-hold real estate, eventually scaling to multifamily properties, and venturing into self-storage and express car washes.
Connect with Whitney
Worldwise Capital Links
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