Invest Well Show

I commentated for national media for 6 years - here's what I learned and why I left.

Are you unknowingly leaking thousands or even millions of dollars to taxes? Here are areas where high-income earners and wealthy investors lose money unnecessarily, and how to fix it.

The largest transfer of wealth in history is happening right now: $84 trillion is moving from one generation to the next. What does this shift mean for families preparing to transfer wealth and those about to inherit?There are ways to plan ahead, create healthy family conversations around money, and avoid the mistakes that cause wealth to evaporate across generations. This discussion provides actionable insight from decades of helping high-net-worth families.

What does it really cost to raise a child into a world-class athlete? In this episode, we sit down with Sydnee Michaels, former LPGA Tour pro, 3-time All-American at UCLA, and once the #2 ranked female golfer in the nation, to talk about the sacrifices, pressures, and realities behind life in competitive sports.Sydnee opens up about starting golf at eight, being told by her father to pick a sport that would “lead to a career,” and the family dynamic that made her feel she didn’t even have a choice but to go pro.Beyond golf, this conversation is also about parenting. Should kids be pushed harder, or should they be allowed to simply be kids? Sydnee shares powerful lessons on balance, family boundaries, and how to raise children who are not just good athletes, but well-rounded adults who enjoy their childhood.

What separates the ultra-wealthy from everyone else? After decades of working with high-net-worth families, we’ve seen consistent patterns in how they build, protect, and grow wealth. In this episode, we break down the 5 key habits of wealthy families, and the same roadmap you can use to shift your financial mindset and strategy.Visit us and discover premium wealth management strategies at https://leanonthewall.com/Powered by Wall Private WealthThe content provided in this podcast is for informational and educational purposes only and should not be construed as financial, investment.