Mission Matters Money with Adam Torres

Mission Matters Money with Adam Torres

Get insights from highly qualified experts with actionable advice. Everything from venture capital to financial planning, real estate, wealth management, and so much more. You will walk away with amazing insights whether you are a seasoned investor or just starting out. About Mission Matters: At Mission Matters we amplify stories for Entrepreneurs, Executives and Experts. Our host and Co Founder, Adam Torres has interviewed 5,000+ guests and hosts 8 shows. At the heart of our media brand is a want to help professionals cut through the noise. To get their mission and message heard. You can apply to be a featured guest here: https://missionmatters.lpages.co/podcastguest/ Through our long form interviews, we aim to capture the stories that make our guests interesting, relevant and also entertaining. By doing this, we are creating a catalogue for our audience that is educational, inspirational and will remain relevant and evergreen for years to come.

Episodes

November 15, 2025 12 mins
On Mission Matters, Adam Torres interviews Kristen Wonch, Founder of Compounding Queens, about teaching women to manage their own portfolios, avoid hidden fees, and lean into steady, diversified growth for long-term compounding. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: https://missionmatters.lpages.co/p...
Mark as Played
On Mission Matters, ⁠Adam Torres⁠ interviews ⁠Richard McWhorter⁠, Managing Partner & Private Wealth Advisor at SRM Private Wealth, on building fixed-income “floors” for athletes, entertainers, and ultra-HNW clients, assembling independent advisory teams, and navigating rates, tariffs, and inflation as year-end approaches. Follow Adam on Instagram at ⁠https://www.instagram.com/askadamtorres/⁠ for up to date information on book re...
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On Mission Matters, ⁠Adam Torres⁠ interviews ⁠Bill Saad⁠, Founder & Chairman of Jota2 Group, about leveraging trusted networks (Milken Asia Summit), AI, and cross-border founder matching to build real-world solutions—while advancing women’s empowerment through Tara for Women. Follow Adam on Instagram at ⁠https://www.instagram.com/askadamtorres/⁠ for up to date information on book releases and tour schedule. Apply to be a guest o...
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On Mission Matters, Adam Torres welcomes Kathleen Tepley, Founder of Los Angeles Consulting Group, to preview November/December events and share how LACG builds a 30-year, values-aligned community for family offices and investors. From aviation media to risk, legacy, and global FO convenings, the focus is peer-to-peer connection with intentional curation. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up...
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On Mission Matters, ⁠ Adam Torres⁠ interviews ⁠Sylvia Solit⁠, Founder of The Prime Process at Prime Quadrant, about weaving life purpose into family governance, IPS design, and portfolio construction. She shares why the state of consciousness behind decisions matters as much as the decisions themselves—helping families pursue meaning and performance together. Follow Adam on Instagram at ⁠https://www.instagram.com/askadamtorres/ ...
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On Mission Matters, Adam Torres speaks with Paul Cecil, VP of Strategy at reAlpha (NASDAQ: AIRE), about an AI-powered, end-to-end homebuying platform that unifies brokerage, mortgage, and title. Cecil explains how reAlpha’s model drives efficiency and shares savings back to buyers—resonating especially with veteran and repeat buyers—and outlines plans for multi-state expansion and a seamless “one-person” Follow Adam on Instagram ...
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In this episode of Mission Matters, ⁠Adam Torres⁠ interviews ⁠David Berry⁠, Managing Partner at Averin Capital, about his firm’s mission to transform health through technology. From AI and decentralization to wearable innovation, Berry shares how Averin Capital is investing in solutions that empower people to live longer, healthier lives. Follow Adam on Instagram at ⁠https://www.instagram.com/askadamtorres/⁠ for up to date infor...
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On Mission Matters, ⁠Adam Torres⁠ interviews ⁠Stewart Heath⁠, Founder & CEO of Harvard Grace Capital, on building passive income through stabilized commercial real estate (suburban/medical office, retail, storage) along the I-65 corridor. Heath shares his conservative playbook—fixed-rate debt, high occupancy, no ground-up or heavy value-add—and explains how investors benefit from cash flow and bonus depreciation. He also previews a...
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In this Mission Matters session hosted by Adam Torres, Eraj Akhtar (CTO & Co-Founder, Excite Capital LLC) and Namuun Battulga (CEO, Jenko Tour JSC & Igo Hotel and Resorts) discuss physics-based, quantum-inspired AI trading and Mongolia’s emergence as a cost-efficient, secure data center location powered by a new 70MW plant. They share partner criteria, address security considerations, and outline a mission to scale globally distrib...
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In this Mission Matters episode, host ⁠Adam Torres⁠ interviews ⁠Oumou Bah⁠, Founder and President of Women Leaders Today, at the IMF World Bank Meetings in Washington, D.C. Oumou discusses the importance of bringing women and marginalized voices into policy-making and global dialogues. Through Women Leaders Today, she aims to build intergenerational networks that empower women to lead, connect, and influence change worldwide. Foll...
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In this episode, Adam Torres interviews Brett Swarts, Founder and CEO of Capital Gains Tax Solutions, on the Deferred Sales Trust (DST)—a flexible strategy to defer capital gains beyond the constraints of the 1031 exchange. Brett explains DST use cases across real estate, businesses, stocks, and Bitcoin, addresses common myths, and shares how clients use DSTs to diversify, avoid forced debt replacement, and build truly passive inco...
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In this episode, ⁠Adam Torres⁠ and ⁠Phillip Cantrell⁠, founder of Benchmark Realty and author of ⁠Failing My Way to Success⁠, on how he built a thriving real estate business from the ground up. Phillip shares his 4–4–2 record of wins, losses, and ties, along with his proven Four Cornerstones of Success — Delegation, Observation, Working Smart, and Compassion — offering a roadmap for entrepreneurs ready to turn failure into growth. ...
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On this episode of Mission Matters, Adam Torres interviews Axel Meierhoefer, Founder of IdealWealthGrower™. Axel explains his turnkey approach to owning 1–4 unit rentals—buy renovated properties, keep third-party management, and focus on cash-flow performance over flashy locations. He shares how to invest out of state, keep your day job, and diversify thoughtfully (including why he views Tesla as an AI/robotics/energy bet, not just...
Mark as Played
On Mission Matters, ⁠Adam Torres⁠ speaks with ⁠Petra Bakosova⁠, CEO of Hull Tactical, about her journey from futures trading to leading the firm’s quantitative ETF strategies. Petra explains how the HTUS ETF leverages data-driven models to adjust S&P 500 exposure, why Hull prioritizes transparency, and the mission to democratize institutional-quality investing for everyday investors. Follow Adam on Instagram at ⁠https://www.inst...
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On Mission Matters, ⁠Adam Torres⁠ interviews ⁠Eddie Z⁠, Founder & CEO, EZ Trading Computers, about the “truth” behind trading tech—how lag, weak CPUs/GPUs, and Wi-Fi bottlenecks quietly erode performance, and what setup keeps execution fast and your head clear. Follow Adam on Instagram at ⁠https://www.instagram.com/askadamtorres/⁠ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast:...
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On Mission Matters, ⁠Adam Torres⁠ interviews ⁠Kathleen Burns Kingsbury⁠, Founder of KBK Wealth Connection, author, and host of Breaking Money Silence. Kathleen explains how women can boost financial confidence by identifying their unique value, practicing negotiation skills, and challenging money taboos that hold them back. This interview is part of our ⁠⁠⁠State of the Women Coverage Series⁠⁠⁠. Big thank you to ⁠⁠⁠Gail Letts!⁠⁠⁠ ...
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On Mission Matters, Adam Torres interviews Larry Kriesmer, CEO of Measured Risk Portfolios, Inc., about SynthEquity®—an options-based structure seeking S&P 500 upside with calendar-year risk defined—and the launch of the SNTH ETF that brings the strategy to investors and advisors. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply to be a gues...
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In this Mission Matters episode, Adam Torres interviews Lea Pinaud, Captain & First Mate of FV NO LIMITS. Lea shares her journey from fishing as a child with her grandfather to running charters and commercial trips in a male-dominated industry. She opens up about the challenges of long days at sea, the viral 600 lb tuna catch that brought international attention, and her mission to support her family while inspiring women to chase ...
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In this Mission Matters episode, ⁠Adam Torres⁠ interviews ⁠Karina Martinez⁠, Co-Founder & CEO of DRAFTED. Karina shares how her company is redefining sports media by telling authentic stories about Latinas in sports and building community through culture-driven content. She explains why being social-first gives creators new power, how women’s sports are gaining long-overdue investment, and why the upcoming World Cup will be a pivot...
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In this Mission Matters episode, ⁠Adam Torres⁠ interviews ⁠Karen Moreno Scott⁠, Professional Life & Wellness Coach. Karen shares her journey of writing a memoir during the pandemic, uncovering suppressed memories, and finding healing through storytelling. She emphasizes the importance of self-love, choosing yourself first, and honoring your own voice. Karen also discusses her next goal: translating her book into Spanish to expand i...
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