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This podcast is available on 10 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.

Your Wealth & Beyond

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by Andrew Rafal

5.0(1 reviews)

141 episodes

Updated Weekly

Accepts GuestsHas SponsorsLocation 🇺🇸

Podcast Authority

Beta

FairBased on show quality, social media presence, reviews, charts, and more

Quality74

Social0

YouTube0

Engagement85

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Podcast Overview

"Your Wealth and Beyond - Secrets of Successful Entrepreneurs" is the podcast where we delve into entrepreneurs' journeys, uncovering their stories of success, perseverance, and valuable lessons learned along the way. Hosted by Andrew Rafal, a seasoned financial advisor and Founder of Bayntree Wealth Advisors, each episode features insightful interviews with ambitious individuals who have achieved remarkable success. Whether you're a long-time business leader or an aspiring entrepreneur, this podcast offers invaluable guidance and unique insights to help you navigate the business world and unlock your full potential. Tune in and embark on a transformative journey that will inspire, educate, and empower you to reach new heights in your entrepreneurial endeavors.

Language

🇺🇲

Publishing Since

12/6/2017

Visit Website View on Apple Podcasts RSS Feed

🇺🇸 Charts #3

Outreach generated

Apple 142

Spotify 827

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Podcast Authority

Beta

FairBased on show quality, social media presence, reviews, charts, and more

Quality74

Social0

YouTube0

Engagement85

Learn more

Excellent Areas

Good Performance

Growth Opportunities

excellent

Episode Length

50 minutes

Performing excellently!

good

iTunes Tags

7.2/10

Recommendations available

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needs improvement

Publishing Consistency

Every 25 days

Recommendations available

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Recent Episodes

June 19, 2026

The Legal Corner: The Questions Most Business Owners Never Think to Ask

Host Andrew Rafal interviews legal expert Brian Hartstein about crucial legal questions business owners overlook, revealing how proactive legal planning safeguards their ventures.

May 22, 2026

The Tax Corner: Are You Asking the Right Questions?

Andrew Rafal and Brian Hartstein discuss crucial tax planning questions business owners must ask their advisors to avoid costly mistakes and missed opportunities.

May 8, 2026

The Tax Corner: Your Team and Knowing Their Roles

Most business owners have a CPA, an attorney, and a financial advisor on their team. But if nobody is driving the plan, the best opportunities get missed — not because the team is bad, but because nobody knows who is supposed to be doing what. In this episode, Andrew and Brian dig into the Tax Corner of the Four Corners of Business Owner Planning — starting with the question most business owners never think to ask: Does everyone on your advisory team actually know their role? With decades of experience working with business owners across complex planning scenarios, Brian and Andrew breaks down the difference between tax strategy and tax execution, why CPAs are built to be event-driven rather than proactive, and how the monitoring gap quietly costs business owners money every single year. You will also learn why December scrambles happen, what can still be done before your 2025 business return is filed, and how the right advisory team structure sets the stage for a strong rest of 2026. In this podcast interview, you'll learn: <ul class= "[li_&]:mb-0 [li_&]:mt-1 [li_&]:gap-1 [&:not(:last-child)_ul]:pb-1 [&:not(:last-child)_ol]:pb-1 list-disc flex flex-col gap-1 pl-8 mb-3"> <li class="whitespace-normal break-words pl-2">Why your CPA is focused on execution — and who should be driving strategy</li> <li class="whitespace-normal break-words pl-2">The difference between event-driven advising and proactive monitoring</li> <li class="whitespace-normal break-words pl-2">What a well-built planning triangle actually looks like</li> <li class="whitespace-normal break-words pl-2">How the Roth catch-up rule change affects business owners with 401(k) plans in 2026</li> <li class="whitespace-normal break-words pl-2">What you can still do right now to maximize pre-tax dollars before year-end</li> </ul> Find All Episode Resources Here - <a class= "underline underline underline-offset-2 decoration-1 decoration-current/40 hover:decoration-current focus:decoration-current" href="https://www.bayntree.com/123">www.bayntree.com/123</a> Download your copy of <a class= "underline underline underline-offset-2 decoration-1 decoration-current/40 hover:decoration-current focus:decoration-current" href= "https://www.bayntree.com/download/entrepreneurs-financial-planning-checklist"> The Entrepreneur's Financial Planning Checklist</a>

141 total episodes available with 14 transcripts

Recent guests on Your Wealth & Beyond

Guests from recent episodes — sign up to see every guest that has ever appeared on this show.

Brian Hartstein

Guest

Brad Levkowitz

Guest

Blake Upton

Guest

Cary Ballou

Guest

Scott Snider

Guest

Andrew Amann

Guest

Michael Seitz

Guest

Michael Roviello

Guest

Michael Kohan

Guest

Carly Pepin

Guest

Blake Morgan

Guest

Kristin Steele

Guest

See every guest on Your Wealth & Beyond

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Frequently asked questions

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What is Your Wealth & Beyond?: "Your Wealth and Beyond - Secrets of Successful Entrepreneurs" is the podcast where we delve into entrepreneurs' journeys, uncovering their stories of success, perseverance, and valuable lessons learned along the way.

Hosted by Andrew Rafal, a seasoned financial advisor and Founder of Bayntree Wealth Advisors, each episode features insightful interviews with ambitious individuals who have achieved remarkable success.

Whether you're a long-time business leader or an aspiring entrepreneur, this podcast offers invaluable guidance and unique insights to help you navigate the business world and unlock your full potential. Tune in and embark on a transformative journey that will inspire, educate, and empower you to reach new heights in your entrepreneurial endeavors.
How often does this podcast release new episodes?: This podcast updates weekly.
Where can I listen to this podcast?: This podcast is available on 10 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
Does this podcast accept guests?: Information about guest appearances is not available.

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