Can't Take It With You

#41: The Acquisition Entrepreneur's Guide to Wealth

Jul 29, 2025

Entrepreneurship can be a powerful path to wealth, but it comes with unique challenges. In this episode, Pioneer Capital Advisory founder Matthias Smith joins Derek Ripp and Carlos Cardenas of Austin Wealth Management to walk through the full journey of buying a business and building long-term wealth. Listen for...

#40: Money Communication in Marriage

Jul 11, 2025

Money can cause lots of stress in marriage. Couples don't have to fight, though - there are healthy ways to talk about financial decisions and get on the same page! Licensed professional counselor Amy Spears provides a helpful framework for how couples can communicate about money. Listen in for Amy's insights...

#39: Medicare Enrollment Options

Sep 27, 2024

Medicare planning is complex, and people often receive a confusing flurry of insurance marketing material when they turn 65. In today's episode, we talk to Medicare expert Dana Lasman. Dana explains the basics of Medicare in an understandable way so you can make sense of your options.

Dana reviews:
•⁠ ⁠Medicare...

#38: Avoiding Surprise Tax Bills

Aug 9, 2024

It's great to earn a big bonus, receive a vesting of company stock, or achieve a profitable business year. Unfortunately, without good tax planning, extra income and insufficient withholdings can result in a big tax bill and/or penalties. In this episode, Joe Pachuca, CPA, discusses how proactive tax strategy...

#37: Making Your Business a Top-Performing Team

Mar 15, 2024

There are many ways to increase business value. Owners often focus on the tangibles, but the intangibles are equally important. In this episode, business coach Dan Dowdy highlights the importance of cultivating a team and its core values. Dan shares his insights about:

Finding and retaining top-performing team...