Aspirational Wealth

About Aspirational Wealth

Aspirational Wealth is a podcast on how to better understand, build, grow, protect, spend, and leave your wealth. Personal finance and investment are complicated subjects, and through this podcast, money concepts with be explained and demystified. This podcast is purely educational and informative, and should not be construed as investment advice or a recommendation of any security. Any mention of a particular security or performance data is not a recommendation to buy or sell that security. Advisory services offered through Triumph Capital Management, a registered investment advisor.

Publisher

Daniel Mayer

Category

business

Language

en

Explicit

No

First episode

27 Jun 2023

Latest episode

4 Jun 2026

Latest episodes

4 of 13 episodes have a transcript.

1. 

   4 Jun 2026TRANSCRIPT

   Aspirational Wealth - The Tipping Point

   Host [Host Name] explores the critical "tipping point" where income surpasses expenses, offering a strategic framework for managing newfound financial surplus.

2. 

   30 Sept 2025TRANSCRIPT

   1+1

   This episode explores the financial steps and considerations couples should address when getting married, offering insights for building a strong financial foundation.

3. 

   10 Jun 2025TRANSCRIPT

   Aspirational Wealth: Genesis

   This episode explores the financial adjustments and considerations that arise when starting a family.

4. 

   21 Apr 2025TRANSCRIPT

   Summation

   The host reflects on key themes of motivation, clarity, and intentional allocation to build a meaningful financial life, emphasizing purpose over chasing more in this episode.

5. 

   10 May 2024

   Aspirational Wealth -- Introspection

   Host [Host Name] guides listeners through a self-audit of financial habits, investment strategies, and aspirations, revealing common investing fallacies.

6. 

   15 Mar 2024

   Aspirational Wealth-- Collaboration

   Host [Host Name] interviews [Guest Name, Credential] about how collaboration among financial providers ensures seamless plan continuity.

7. 

   13 Feb 2024

   Aspirational Wealth- Delegation

   Host [Host Name] interviews [Guest Name, Credential] about strategically delegating tasks and the future impact of AI on this practice.

8. 

   10 Jan 2024

   Aspirational Wealth- Reconciliation

   Host [Host Name] interviews [Guest Name, Credential] about balancing present enjoyment with future financial planning for holistic well-being.

9. 

   17 Oct 2023

   Aspirational Wealth- Navigation

   Host [Host Name] guides listeners on navigating unforeseen investment challenges to achieve desired financial outcomes.

10. 

    27 Sept 2023

    Aspirational Wealth- Allocation

    Host [Host Name] interviews [Guest Name, Credential] about best practices for allocating invested assets to build aspirational wealth.

11. 

    16 Aug 2023

    Aspirational Wealth- Automation

    Host [Host Name] interviews financial advisor [Guest Name] on automating good financial habits for aspirational wealth.

12. 

    24 Jul 2023

    Aspirational Wealth- Orientation

    In this episode, we detail the four things you need to know in order to begin creating your financial plan.

13. 

    27 Jun 2023

    Aspirational Wealth- Motivation

    In the pilot episode, we look at why money is important to different people, as well as the correlation between money and happiness. The podcast will help audience members to position themselves to build, grow, protect, and spend their wealth, but the first step is in understanding why that is a worthwhile endeavor in the first place.

Inside a recent episode

Aspirational Wealth - The Tipping Point

Published 4 Jun 2026 · Transcript excerpt

[…] And the single most useful question for sorting your dollars into the right bucket is simply this. When do I need the money? Everything flows from the answer to that one question. The first bucket is your short-term money. This is everything you expect to touch inside of the next year or two. Your emergency reserve, the property tax bill, the trip you had already planned, the down payment if you are buying soon. The job of this money is not to grow. The job of this money is to be there in full on the day you reach for it. So we do not take risk with it. This bucket lives in things like high yield savings accounts, money market funds, short term T-bills or CDs. […]

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

YouTube views

5,517

Score snapshot 15 Sept 2025

Apple Podcasts (US)

4.9 / 5

11 ratings

Spotify

5.0 / 5

27 ratings

Podcast Authority Score: 51 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

45

Social presence

0

YouTube

68

Engagement

77

Contact Aspirational Wealth

Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.

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