Alpha Playbook is a modern wealth strategy podcast hosted by CFP ® professionals Greg Brodeur and Matt Baum. The show breaks down how high earners, athletes, and professionals actually build wealth in the real world. Expect practical strategies, honest conversations about money, and behind the scenes insights from working with successful clients. New episodes released regularly.
Connect with us:
Email: AlphaPlaybookPodcast@gmail.com
Website: alphazerowealth.com
⚠️ Disclaimer
Any statements or opinions are subject to change without notice.
Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed.
Information expressed does not take into account your specific situation or objectives and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.
In the final episode of our Defensive Playbook, Greg and Matt break down how to protect your wealth from taxes, poor estate planning, and unexpected business transitions. From tax-efficient strategies and trusts to succession planning and protecting your family's financial future, we cover the tools and strategies that help preserve what you've worked so hard to build. Defense isn't just about protecting your money today. It's about making sure your wealth lasts for generations. With the Defe...
5 May 2026
Episode 4: Defense Part 2 — Risk Transfer & Protection
In this episode of The Alpha Playbook, Greg and Matt break down one of the most overlooked parts of building wealth: defense. Because the biggest financial hits don’t usually come from bad investments—they come from things no one planned for. Lawsuits. Injuries. Illness. Unexpected life events. This is where risk transfer comes in. You’ll learn how to protect your income, assets, and long-term plan by shifting catastrophic risk off your balance sheet and onto the right structures. What we cov...
11 Mar 2026
Episode 2: The Biggest Money Mistakes High Earners Make
In this episode of Alpha Playbook, Greg Brodeur and Matt break down the biggest financial mistakes they see high earners make. From lifestyle inflation to concentrated stock exposure and lack of long term strategy, many professionals earning great incomes still struggle to build real wealth. Greg and Matt share insights from working with high earning clients and explain how a proper wealth strategy can help turn income into lasting financial security. New episodes released regularly. Co...
11 Mar 2026
Epsiode 3: Defense Part 1 — How High Earners Actually Build Wealth
In this episode of Alpha Playbook, Greg Brodeur and Matt break down how high earners actually build wealth. Many people focus only on income, but real wealth comes from strategy, discipline, and long term planning. Greg and Matt discuss the key principles they use with clients to turn strong income into lasting wealth. New episodes released regularly. Connect with us: Email: AlphaPlaybookPodcast@gmail.com Website: alphazerowealth.com ⚠️ Disclaimer Any statements or op...
11 Mar 2026
Episode 1: We’re Not 60 and Retiring. We’re 30 and Building.
In the first episode of Alpha Playbook, Greg Brodeur and Matt introduce the show and explain why traditional financial advice is outdated. As CFP professionals in their 30s working with high earners and athletes, they share a different perspective on how wealth is actually built today. New episodes released regularly. Connect with us: Email: AlphaPlaybookPodcast@gmail.com Website: alphazerowealth.com ⚠️ Disclaimer Any statements or opinions are subject to change...
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