Moneywise

Latest Episodes:

$12 Million Exit... Did He Just Get Lucky? Sep 16, 2025

Show notes

Stop making million dollar decisions alone. Hampton gives you a personal board of eight vetted founders in your city who meet monthly to tackle your hardest problems. Find your group: joinhampton.com

Donald Spann built a multi-million dollar call center from scratch — with no outside capital, no technical background, and no safety net. Even crazier? He sold it for $12M to the first person who ever signed up.

Here’s what we talk about:

Dropping out of college because he knew he’d never work for anyone else
Building a cleaning business off a Reddit thread… then using it to launch something way bigger
Accidentally going viral and getting 65,000 applications on a mom blog
Why he’s never raised a dollar of capital — and never plans to
His $12M exit from a bootstrapped call center (and how the buyer was his first-ever customer)
Breaking down his finances: no real estate, no advisor, just stocks and angel bets
Growing up Black in a private school bubble and how that shaped everything
Living on $10K/month in Mexico and self-funding a new mezcal brand

Cool Links:

Hampton https://www.joinhampton.com/
Lower Street https://www.lowerstreet.co/

Sponsors:

Tam your taxes today at https://olarry.com/moneywise
Achieve your dream body with https://www.dailybodycoach.com/moneywise
Protect your upside and get your time back at https://www.cressetcapital.com/moneywise

Chapters:

(1:26) Donald’s Net Worth & Current Ventures
(3:57) Early Life, Education, and First Lessons
(7:40) First Businesses & Getting Into Y Combinator
(10:49) Building and Selling the Cleaning Business
(14:02) The Successful Exit of Vicki Virtual
(18:54) Personality, Confidence, and Entrepreneurial Edge
(22:41) Meritocracy, Hard Work, and the Role of Luck
(25:40) Reflections on Success & Personal Growth
(29:02) Race, Identity, and the Entrepreneurial Journey

This podcast is a ridiculous concept: high-net-worth people reveal their personal finances. Inspired by real conversations happening in the Hampton community.

Your Host: Harry Morton

Founder of Lower Street, a podcast production company helping brands launch and grow top-tier podcasts.
Co-parents a cow named Eliza.

Rajiv Khaneja Made Millions Young, Then Refused to Upgrade His Lifestyle Sep 09, 2025

Show notes

Stop making million dollar decisions alone. Hampton gives you a personal board of eight vetted founders in your city who meet monthly to tackle your hardest problems. Find your group: joinhampton.com

Rajiv Khaneja made tens of millions running an ad tech company, but still lives in the same city he grew up in, wears the same clothes, and told friends he rented his house—even though he owned it. Here’s why.

Here’s what we talk about:

How Rajiv built a profitable tech business as a teenager (and hired adults while still in high school)
Turning down a $2.5M acquisition offer... then heading back to chemistry class
What 25 years of “anti-lifestyle inflation” looks like
The impact of immigrant parents and a “worst-case-scenario” money mindset
Why he lived undercover for years, and how finding a peer group unlocked everything
How he built AdButler into an 8-figure, bootstrapped business
Rajiv’s idea of a lifestyle upgrade: attentional freedom > private jets
Happiness optimization: spending $7M on a home to be closer to friends
His new obsession: using AI to help cure cancer
Co-founding Arvita Therapeutics — and why he’s still building, even with $50M+ in net worth

Sponsors:

Tame your taxes at https://olarry.com/moneywise
Achieve your dream body with https://www.dailybodycoach.com/moneywise
Protect your upside and get your time back at https://www.cressetcapital.com/moneywise

Cool Links:

Hampton https://www.joinhampton.com/
Lower Street https://www.lowerstreet.co/
AdButler https://www.adbutler.com/index.html
Arvita Therapeutics https://www.arvita.co/

Chapters:

(0:00) Teen Millionaire: How Rajiv Made His First Money
(0:45) Living Cheap on Purpose: Why He Drives a Prius
(1:59) Managing Wealth & Long-Term Investing Strategy
(3:36) Monthly Spending Breakdown & Frugal Habits
(9:02) The Origin Story: From Web Polls to Ad Butler
(19:16) Family, Upbringing & Money Values
(24:49) Social Life, Hiding Wealth & Finding Founder Friends
(31:56) Resisting Lifestyle Upgrades After a Big Exit
(35:40) Choosing the Right Life & Business Partner
(41:29) Future Bets: Biotech, Longevity & Playing the Long Game

This podcast is a ridiculous concept: high-net-worth people reveal their personal finances. Inspired by real conversations happening in the Hampton community.

Your Host: Harry Morton

Founder of Lower Street, a podcast production company helping brands launch and grow top-tier podcasts.
Co-parents a cow named Eliza.

Why Ali Abdaal Thinks 6-Figure Freedom Beats a 9-Figure Exit Sep 02, 2025

Show notes

Stop making million dollar decisions alone. Hampton gives you a personal board of eight vetted founders in your city who meet monthly to tackle your hardest problems. Find your group: joinhampton.com

Ali Abdaal didn’t sell a startup. He didn’t raise money. He didn’t even plan to leave medicine. He just turned himself into the business, and ended up happier, wealthier, and more free than he ever expected.

Here’s what we talk about:

Why Ali says money hasn’t made him more happy, just removed the stuff that made him unhappy
His net worth (between $1M and $10M) and how it breaks down
How a scammed MacBook deal sparked a business that made £1M+
What he learned after hitting $6M/year in revenue, and why he stopped trying to scale further
How flying business class and skipping trash day became his personal luxuries
Why “$100M in the bank” wouldn’t change how he spends his time
How coaching, meditation, and philosophy reshaped his relationship with money
The moment Lewis Howes helped him break his identity as a doctor
His rule of thumb: “Freedom comes from leaving money on the table”
Why he's building software to reduce his dependence on content
His real goal: $2M/year profit so he can work when he wants, on what he wants

Sponsors:

Get US caliber talent at offshore prices with https://www.oceanstalent.com/
Achieve your dream body with https://www.dailybodycoach.com/moneywise
Protect your upside and get your time back at https://www.cressetcapital.com/moneywise

Cool Links:

Hampton https://www.joinhampton.com/
Lower Street https://www.lowerstreet.co/
Ali’s stuff: https://aliabdaal.com/

Chapters:

(0:00) Introduction & Ali's Philosophy on Wealth
(1:48) Net Worth Breakdown & Investing
(3:17) Life in Hong Kong: Renting vs. Owning
(4:54) From Medicine to Entrepreneurship
(6:09) Early Business Lessons & Getting Scammed
(7:44) Building and Selling the First Business
(9:02) YouTube Journey & Passive Income
(12:00) Revenue Growth, Plateau, and Lifestyle Design
(16:01) Money, Happiness, and Scarcity Mindset
(24:00) Motivation, Fulfillment, and Final Thoughts

This podcast is a ridiculous concept: high-net-worth people reveal their personal finances. Inspired by real conversations happening in the Hampton community.

Your Host: Harry Morton

Founder of Lower Street, a podcast production company helping brands launch and grow top-tier podcasts.
Co-parents a cow named Eliza.

Rob Townsend: The $10M Advisor Who Thinks You’re Investing All Wrong Aug 26, 2025

Show notes

Stop making million dollar decisions alone. Hampton gives you a personal board of eight vetted founders in your city who meet monthly to tackle your hardest problems. Find your group: joinhampton.com

Rob Townsend says you’re wrong about financial advisors… mostly. And he’s built an 8-figure firm to prove it.

Here’s what we talk about:

Why $3M liquid is Rob’s version of “f*** you money”
How he went from $0 to 8 figures by modernizing financial planning
Why the old guard of wealth management is failing founders
What most people get wrong about index funds
The simple investing mistake that wipes out 44% of stocks
Why the happiest clients aren’t the richest ones
How sabbaticals change Rob’s life (and business) every time
His full portfolio: Dimensional Funds + a little Bitcoin
The real reason private deals feel better than they perform
The toxic mindset that plagues people with $25M+ net worth

Cool Links:

Hampton https://www.joinhampton.com/
Lower Street https://www.lowerstreet.co/

Sponsors:

The best phone system for teams at http://www.openphone.com/moneywise
Achieve your dream body with https://www.dailybodycoach.com/moneywise

Chapters:

The Financial Advisor Debate (00:00)
Rob’s Personal Money Story (00:43)
Growing Up & Early Influences (01:53)
Lessons from Rob’s Uncle (05:39)
Breaking into Wealth Management (06:31)
Mistakes in Investing & Learning the Basics (09:01)
The Case for Financial Planning (14:15)
Building a Modern Wealth Firm (15:26)
The Defense of Financial Advisors (19:14)
Psychology of Wealth & Happiness (37:53)
Final Thoughts: Money as a Tool for Life (45:53)

This podcast is a ridiculous concept: high-net-worth people reveal their personal finances. Inspired by real conversations happening in the Hampton community.

Your Host: Harry Morton

Founder of Lower Street, a podcast production company helping brands launch and grow top-tier podcasts.
Co-parents a cow named Eliza.

The High-End Art Market: Strategy, Status, and Serious Returns Aug 19, 2025

Show notes

Stop making million dollar decisions alone. Hampton gives you a personal board of eight vetted founders in your city who meet monthly to tackle your hardest problems. Find your group: joinhampton.com

Everything you need to know about turning art into a real (and risky) investment strategy.

Carlos Cardenas is a Private Wealth Advisor at Austin Wealth Management, bringing over 20 years of experience in alternative asset management. His background spans commercial real estate, technology, and healthcare ... but with a particular passion and expertise for the most alternative of asset classes: the fine art market.

Carlos spent nearly two decades in Paris, where he worked as a private art dealer and advisor, collaborating with leading institutions like Christie’s,

Sotheby’s, and the Picasso Family Office. His rare blend of financial acumen and art world savvy allows him to help clients navigate both traditional and nontraditional investments with insight and creativity.

Here’s what we talk about:

What makes a banana duct-taped to a wall worth $6 million — and what it says about the art market.
Carlos Cardenas shares how he went from private art dealer in Paris to advising wealthy clients on fine art investing.
Why art can offer 8–12% returns — but only in a narrow slice of the market.
How to start investing in art (even with less than $10K) — and when it becomes a serious wealth play.
The real reason most people lose money in art — and how to avoid rookie mistakes.
Passion, status, and profit: the three reasons people buy art (and why you need all three to succeed).
Inside the elite world of art fairs, private dinners, and collector circles — and why art collecting is a powerful networking tool.
Fractional ownership, tax loopholes, art-backed loans, and other financial hacks of the ultra-wealthy.
How NFTs and digital authentication could transform the future of art investing.
Why collecting art might just be the emotional outlet you didn’t know your money needed.

Cool Links:

Hampton https://www.joinhampton.com/
Lower Street https://www.lowerstreet.co/
Austin Wealth Management https://austinwealthmgmt.com/
Carlos's LinkedIn https://www.linkedin.com/in/carloscardenastx/
Carlos's Instagram https://www.instagram.com/chicobeef/?hl=en

Sponsors:

Get US caliber talent at offshore prices with https://www.oceanstalent.com/
Achieve your dream body with https://www.dailybodycoach.com/moneywise
Thinking of selling your company? Don’t leave millions on the table check out https://www.promissory.com/moneywise

Chapters:

The $6.2 Million Banana & Art Market Hype (00:00)
The Story of Art Collector Eli Saka (01:27)
Meet Carlos Cardenas: Art, Wealth, and Passion (03:22)
Art as an Investment: Returns & Blue Chip Art (04:44)
Building an Art Collection & Diversification (07:06)
Why Most Art Investments Don’t Pay Off (09:36)
Reducing Risk & The Importance of Provenance (12:15)
Big Wins, Big Losses, and Market Speculation (18:19)
Fractional Ownership, Masterworks, and Modern Strategies (22:44)
The Emotional Value of Art & Is It Worth It? (30:23)

This podcast is a ridiculous concept: high-net-worth people reveal their personal finances. Inspired by real conversations happening in the Hampton community.

This podcast is for educational purposes only and do not constitute financial advice.

You Host - Jackie Lamport

Not really the host, but the producer.
Wrote this sentence.

This is How Much Alex Hormozi is Actually Worth Aug 12, 2025

Show notes

Thinking about selling your company? 24 founders told us what really happens after the wire hits. — joinhampton.com/exit-report

Inside Alex Hormozi’s decade-long climb from $0 to $200M+.

Here’s what we talk about:

A transparent breakdown of his $200M+ net worth: $95M in liquid assets, $100M+ in illiquid equity
The Gym Launch explosion: from near-bankruptcy to $42M in distributions and a $31M cash sale by age 31
Why selling made him feel poorer, and why he’ll never cut off his “cash flow firehose” again
Launching Acquisition.com the day after his exit to build a “forever business” using capital, skill, and leverage
His high-yield side plays: hard money lending, minority equity deals, and how he’s made six figures a month in interest alone
Lifestyle spending habits – including losing a $20M Vegas dream home
Why most founders shouldn’t bank on an exit, and the slim statistical odds of selling successfully
The mindset shift he’s working on now: being in a better mood regardless of success, stress, or circumstances

Sponsors:

Get US caliber talent at offshore prices with https://www.oceanstalent.com/
Achieve your dream body with https://www.dailybodycoach.com/moneywise
Thinking of selling your company? Don’t leave millions on the table https://www.promissory.com/moneywise

Cool Links:

Hampton https://www.joinhampton.com/
Lower Street https://www.lowerstreet.co/

Alex Hormozi's newest book, $100M Money Models, launches at a live virtual event Saturday August 16th. Register free: https://register.acq.com

The book will teach you how to get more customers to spend more, in less time, over and over again, ultimately eliminating cash flow as a constraint to growth of any business.

Chapters:

(1:22) Alex Hermozi’s Net Worth & Background
(3:49) How Alex’s Assets & Where He Invests
(5:28) Alex’s Fitness Philosophy
(6:10) College Years & Early Ambitions
(10:18) First Venture: Defense Contracting, Then Entrepreneurship
(13:20) Building Gym Launch & Selling for $60M
(31:47) Lifestyle, Spending Habits, Plus a Wealth Mindset
(38:43) Personal Growth & Finding Fulfillment
(40:02) The True Value of Success & Seeking Validation

This podcast is a ridiculous concept: high-net-worth people reveal their personal finances. Inspired by real conversations happening in the Hampton community.

Your Host: Sam Parr

Founder of Hampton, a private, highly vetted community for high-net-worth founders.
Previously sold his last company for tens of millions.

A $150M Ride: Private Equity, Planes, & a $1M Butt Tattoo Aug 05, 2025

Show notes

Thinking about selling your company? 24 founders told us what really happens after the wire hits. — joinhampton.com/exit-report

Chuck Yates rode the wildest wealth rollercoaster: $150M up, $82K down, now back at $20M. In oil & gas private equity, he made (and lost) fortunes and never flinched. For Chuck, money’s just part of the story. Mindset is everything.

Here’s what we talk about:

How Chuck went from $150M to $82K and why he wasn’t phased
What it’s like to build wealth in the high-stakes world of energy PE
The absurd economics of buying a plane
How he managed to tour with celebrities
Why your relationships matter more than your balance sheet
The mindset shift that came after divorce, getting fired, and starting over
How Chuck accidentally became a podcaster and ended up co-founding an AI startup
Why self-worth shouldn't be tied to net worth and how Chuck redefined success on his own terms

Sponsors:

Get US caliber talent at offshore prices with https://www.oceanstalent.com/
Achieve your dream body with https://www.dailybodycoach.com/moneywise
The best phone system for teams at http://www.openphone.com/moneywise

Cool Links:

Hampton https://www.joinhampton.com/
Lower Street https://www.lowerstreet.co/

Chapters:

(0:00) Chuck's Bold Introduction
(3:01) Living Comfortably with $20 Million
(3:25) The Rise in Private Equity
(6:36) Early Career and Entry into Energy
(10:41) The Wild World of Oil & Gas
(13:12) Personal Life Changes and Divorce
(13:46) The Van Halen Plane Era
(22:50) Getting Fired and Hitting Bottom
(31:22) The Comeback: Digital Wildcatters and AI
(35:52) Life Philosophy and Values

This podcast is a ridiculous concept: high-net-worth people reveal their personal finances. Inspired by real conversations happening in the Hampton community.

Your Host: Harry Morton

Founder of Lower Street, a podcast production company helping brands launch and grow top-tier podcasts.
Co-parents a cow named Eliza.

She Died. Now She Charges $1M to Help the Wealthy Find Love. Jul 29, 2025

Show notes

Thinking about selling your company? 24 founders told us what really happens after the wire hits. — joinhampton.com/exit-report

Amber Lee was literally brought back to life, and then decided to start over.

Here’s what we talk about:

After a near-death experience in 2020, Amber finally launched her dream matchmaking business from the hospital.
She bought her mom a house and moved to Puerto Rico, prioritizing freedom over wealth.
Year one: $1M revenue. Now: $3M+ with fewer clients and higher margins.
Matches high net worth and high profile clients, with fees from $65K to $1M.
How matchmaking for the wealthy works.
Why successful women struggle to date, and why confidence matters more than cash.
A billionaire fell for a $200K-a-year locksmith… proof that values matter more than money.
Why fear, not logic, leads many high achievers to sabotage relationships.
How unrealistic checklists and surface-level filters ruin real connection.
Tips for finding love without spending six figures on a matchmaker.
The right partner can make you richer, healthier, and happier.

Cool Links:

Hampton https://www.joinhampton.com/
Lower Street https://www.lowerstreet.co/

Chapters:

(0:00) Amber's Near-Death Experience
(4:31) Early Career and Path to Matchmaking
(7:36) The Car Accident That Changed Everything
(13:02) Building a Multi-Million Dollar Matchmaking Business
(14:18) Inside the World of High-End Matchmaking
(25:29) Why Successful People Struggle with Relationships
(29:09) Advice for High Net Worth Singles
(35:50) The Benefits of Finding the Right Partner

This podcast is a ridiculous concept: high-net-worth people reveal their personal finances. Inspired by real conversations happening in the Hampton community.

Your Host: Harry Morton

Founder of Lower Street, a podcast production company helping brands launch and grow top-tier podcasts.
Co-parents a cow named Eliza.

15 Years Doing What I Hated… 8-Figure Exit. Worth It? Jul 14, 2025

Show notes

127 founders (net worth: ~$1M–$100M+) opened up their personal books. Want to see how your finances stack up? https://www.joinhampton.com/wealth-report

How Ronan Berder accidentally built a consulting agency, scaled it to 8 figures, and sold it, despite never enjoying the work.

Here’s what we talk about:

Why Ronan stayed in China running a business he didn't love, and the deep sense of duty he felt to his team.
Walking away from an opportunity to follow his passion in order to focus on scaling the business that already had momentum (despite not enjoying it).
Navigating two failed acquisition attempts before finally exiting for 8 figures.
The surprising anticlimax of selling his business and realizing… nothing really changes.
His brutally honest reflections on burnout, entrepreneurship, and why he feels most alive under pressure.
A transparent look at his current investment portfolio, from fixed deposits to high-conviction plays in AI and Bitcoin.
Why Ronan says success comes down to discipline, stubbornness, and grit, not genius or perfect strategy.
How it feels to finally focus on his true passion.

Sponsors:

Get US caliber talent at offshore prices with https://www.oceanstalent.com/

Cool Links:

Hampton https://www.joinhampton.com/
Lower Street https://www.lowerstreet.co/

Chapters:

(01:08) Ronan's Current Life in Singapore

(03:02) Transition to Coding and Open Source Projects

(09:39) Early Life and Career Beginnings

(11:47) Starting a Business in China

(17:43) Growth and Realizations in Business

(21:19) Living a Minimalist Life

(22:24) Balancing Work and Personal Life

(24:23) Business Challenges and The Impact of COVID-19

(28:27) The Final Push and Burnout

(29:36) Selling the Business

(32:05) Life After the Sale

(38:55) Financial Management Post-Sale

(41:35) Reflecting on the Journey

This podcast is a ridiculous concept: high-net-worth people reveal their personal finances. Inspired by real conversations happening in the Hampton community.

Your Host: Harry Morton

Founder of Lower Street, a podcast production company helping brands launch and grow top-tier podcasts.
Co-parents a cow named Eliza.

$10M Net Worth. $2.5M Cashflow. No Plans to Exit. Jul 08, 2025

Show notes

127 founders (net worth: ~$1M–$100M+) opened up their personal books. Want to see how your finances stack up? https://www.joinhampton.com/wealth-report

Jay Berard’s never sold a company, but with $2.5M in cashflow and $10M net worth, is he confidence-rich or risk-blind?"

Here’s what we talk about:

His early days: a Craigslist job ad, 100% commission, no safety net… and a one-way ticket from Winnipeg.
Jay’s net worth: ~$10M, mostly liquid, mostly public equities, and why he values his business equity at zero.
He makes ~$2.5M/year in personal cash flow, but keeps fixed expenses surprisingly lean.
Why he turned down acquisition offers and sees more value in control than an exit.
From saving every penny to flying business class to how his spending evolved with his mindset.
Why “rich” should mean more than just money and how he’s redefining wealth on his terms.
What a “big life” really means and the tension between comfort and growth he’s wrestling with today.

Cool Links:

Hampton https://www.joinhampton.com/
Lower Street https://www.lowerstreet.co/

Chapters:

(01:19) Jay's Financial Philosophy

(05:07) Personal Cash Flow and Lifestyle

(06:32) The Concept of Safety Net

(12:50) Early Career Struggles and Successes

(17:48) The Role of Fear and Anxiety in Success

(21:35) Struggling with Consistency

(22:12) Deep Work and Self-Improvement

(25:20) Revenue Journey and Business Growth

(32:19) Balancing Work and Personal Life

(35:49) Defining Success and Living a Big Life

(38:42) Future Goals and Business Aspirations

This podcast is a ridiculous concept: high-net-worth people reveal their personal finances. Inspired by real conversations happening in the Hampton community.

Your Host: Harry Morton

Founder of Lower Street, a podcast production company helping brands launch and grow top-tier podcasts.
Co-parents a cow named Eliza.

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