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

January 4, 2026 16 mins
In this episode, Adam Torres and Gautam Bhardwaj, Co-founder of Universal Pensions (Singapore), from the Milken Institute Middle East & Africa Summit coverage in Abu Dhabi. Gautam explains how informal workers are excluded from traditional retirement systems and how flexible, digital micro-pension marketplaces can help prevent old-age poverty while unlocking long-term domestic savings for emerging economies. This interview is par...
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In this episode, ⁠Adam Torres⁠ and ⁠Galen Hair,⁠ Founder & Partner at Insurance Claim HQ, talk about how Hurricane Katrina sparked his path into disaster recovery, the nonprofit work that taught him the insurance system from the inside, and why his company is focused on restoring families to pre-disaster life. Galen also shares the lessons of launching a mission-driven business in 2020—only to face a Category 5 hurricane weeks late...
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In this episode of Mission Matters, ⁠Adam Torres⁠ interviews Ayo Sopitan, CEO of Metalex Commodities, about attending the Milken Institute’s Middle East & Africa Summit in Abu Dhabi, speaking on critical minerals, and building a carbon-neutral, community-focused mining operation in Zambia through a sustainable business model. This interview is part of our Middle East & Africa Summit Milken Coverage Series. Big thank you to ⁠Milken...
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In this episode, ⁠Adam Torres⁠ interviews ⁠Caela Tanjangco⁠, Head of Asia at Endeavor Catalyst, live from the Milken Institute Asia Summit in Singapore. They discuss redefining success amid fewer exits, the “Multiplier Effect” in emerging markets, and the trends shaping venture investment across Asia and beyond. Follow Adam on Instagram at ⁠https://www.instagram.com/askadamtorres/⁠ for up to date information on book releases and...
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On this episode of Mission Matters, ⁠Adam Torres⁠ interviews ⁠Henry Yoshida⁠, Co-founder of Rocket Dollar, about his mission to improve financial literacy and make private market investing accessible to everyday investors. Henry shares how his family’s experience as immigrants fueled his career in financial services, why he built Rocket Dollar to help people use IRAs and 401(k)s for alternative investments, and how the landscape of...
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In this episode, ⁠Adam Torres⁠ and reconnects with Mission Matters authors ⁠Bradley Kissler,⁠ Founder of VanCap and host of the upcoming Transformative Finance podcast, and ⁠Ed Hetherington⁠, President of Hetherington Advisors, LLC. Brad and Ed explain how manufacturers can use financing strategically through virtual captive structures, why many companies don’t need to “be in” the finance business to benefit from it, and how this s...
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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...
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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...
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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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