Wealth Dynasty is a podcast for high-net-worth individuals, global citizens, and legacy-minded leaders who see wealth as more than a balance sheet. Each week, hosts Kurt Tucker and Mark Schmidt talk with experts and everyday wealth builders about the strategies, systems, and mindsets that turn success into lasting legacy. Topics range from estate planning and tax strategy to investing, insurance, and family governance. The show blends emerging trends with timeless principles so listeners can grow, protect, and pass on their wealth to future generations.
Episodes
The Core Pillars of a Peaceful and Wealthy Life | Lon Wordrop - 32
Lon and Cheryl Wardrop joined this episode to share the mindset and goal-setting framework behind their marriage, their real estate portfolio, and how they built enough wealth to retire in their 40s.The Question Behind Every Goal They've Ever SetLon and Cheryl start every goal with two questions: what do you want, and why do you want it.Lon breaks down his four pillars of life, social, physical, f
How to Protect Your Business: A Guide to Buy-Sell Agreements and Life Insurance Funding | Kurt and Mark - 31
show notes
Is there ever a good situation for whole life insurance? | Kurt and Mark - 30
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July 4th Freedom | Kurt and Mark - 29
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Bite-Size Finance: The Stuff Nobody Ever Taught You | Kurt and Mark - 28
Financial planning can feel overwhelming when you're surrounded by unfamiliar terms and complicated strategies. That's why we decided to take a step back and break down some of the most common financial concepts into simple, easy-to-understand explanations.Life Insurance BasicsWe start by discussing the difference between term life insurance and permanent life insurance. While both provide a death
How to Prepare For Medical Exam | Kurt and Mark - 27
Getting life insurance is one of those things people know they should do, but many do not realize how much health can impact the process.If you are planning to apply for life insurance, preparing ahead of time can make a bigger difference than you think. We wanted to break down what insurance companies look for and some simple ways to put yourself in the best position possible before your exam.Why
Defined Benefit Cash Balance Plan | Kevin Kimbrough - 26
What is a defined benefit cash balance plan? We invited our good friend Kevin Kimbrough back for another conversation to help answer that question. He explains how high-income earners can use this government-approved, tax-deductible strategy to grow retirement savings while reducing taxable income.How Defined Benefit Cash Balance Plans WorkKevin explains how defined benefit cash balance plans allo
How to Generate Wealth As An Entrepreneur Coming From Poverty Part 2 | Donald C. Kelly - 25
What does it actually take to build long-term wealth when you are starting from scratch? In part two of our conversation with entrepreneur and sales podcaster Donald C. Kelly, we answer some of the biggest questions people have about trusts, life insurance, risk, and generational wealth.Understanding the Rockefeller MethodYou probably remember us talking about the “Rockefeller Method” before, but
How to Generate Wealth As An Entrepreneur Coming From Poverty Part 1 | Donald C. Kelly - 24
Growing up in poverty can make it feel like there’s no way out. Despite what you may think, there is. That’s why we invited entrepreneur Donald C. Kelly to join us for this question-and-answer episode. Together, we discuss entrepreneurship, financial struggles, and how to build long-term wealth.Meet Donald C. KellyDonald Kelly, also known as the “Sales Evangelist,” is an entrepreneur, business lea
From Broke Dropout to Retiring at 40: The Real Playbook for Building and Protecting Wealth | Glenn Robinson - 23
Only a few people inherit wealth. The rest of us have to build it from scratch with whatever tools we have. Joining us today is Glenn Robinson, a retired business leader, sharing his rags to riches story. If you’ve ever felt like your starting point is holding you back, his story might be exactly what you need to see what’s possible.Starting with NothingGlenn’s story begins in humble circumstances
How to Protect Your Retirement from Healthcare & Long-Term Care Costs | Kurt and Mark - 22
No one really prepares you for how expensive aging can become. The more care you require, the less money you may be able to leave for your family. So how can you protect your retirement and wealth from long-term healthcare costs? That’s exactly what we’re breaking down today.When Long-Term Care Becomes RealityKurt shares a personal story about his father-in-law to illustrate how quickly long-term
Understanding the Rockefeller Method for Generational Wealth | Kurt and Mark - 21
Wouldn’t it be nice to live life like a Rockefeller? Not only enjoying wealth in your lifetime, but building something that benefits your children, grandchildren, and generations to come. We’re breaking down the Rockefeller Method and how it can be used to create generational wealth.How the Strategy WorksSo how does the Rockefeller Method actually work?It often involves setting up what’s called an
The Top 5 Ways to build Wealth | Kurt and Mark - 20
What makes the top 5% wealthy is that they’re not relying on get-rich-quick schemes. We’re sharing data on what the wealthy are actually doing to build their income and long-term wealth. Start putting these five things into practice and you’ll begin to see a positive change in your income.Primary Paths to Acquiring WealthMost wealthy people follow a few common paths. A big group are business owner
Financial Planning 101 | Kurt and Mark - 19
What do you need in a financial plan for it to be successful? We go over the details in this episode and why it is important for you to have one. Things happen all the time in life, but with a solid financial plan, it can help you push through challenges.Setting the Foundation for Financial PlanningStarting off, Kurt explains how he structures a financial plan when clients come into his office say
If I Could Go Back 30 Year Here's What I Would Do Different Financially | Kurt and Mark - 18
Have you ever looked back on your life and wished you had made smarter decisions with money? You’re not alone. Kurt openly admits he has made his share of financial mistakes over the years. The important thing, he says, is learning from them. In this episode, Mark sits down with Kurt to reflect on the financial moves Kurt wishes he had made differently 30 years ago and the lessons he hopes will he
Health Is the Real Wealth: The Longevity Blueprint for High Performers | Mark Schmidt - 17
Ralph Waldo Emerson recognized the connection between health and longevity when he wrote in The Conduct of Life in 1860, “The first wealth is health.” But how do you prioritize health in the hustle culture we live in today?In this episode, I’m sharing practical health tips to help you build a lasting legacy for your family. As Emerson reminds us, health comes before money, status, and possessions,
Who a LIRP Is For, and Who It’s Not – Part 2 | Kurt and Mark - 16
In Part Two we go over advanced strategies for deploying Life Insurance Retirement Plans (LIRPs). We also cover the flexibility, tax advantages, and protection LIRPs offer high-income earners who want stable, protected cash value.Funding Options and FlexibilityLIRPs offer customizable payment structures, such as 7-pay, 10-pay, or ongoing payments. Planning and discipline are key. Kurt notes that w
What Is A Life Insurance Retirement Plan (LIRP)? - Part 1 | Kurt and Mark - 15
Insurance, taxes, and accumulation. Can life insurance really help you win in all three areas? In this episode, we break down what life insurance retirement plans (LIRPs) are and how they can play a role in building generational wealth. This is part one of the conversation.What Is A LIRP?We start by breaking down exactly what a life insurance retirement plan is and why it matters.Kurt walks you th
What is Generational Wealth | Danny Farmer - 14
Ever wonder what it takes to build a fortune that lasts for generations? Today, we've got the answer from a true expert: Danny Farmer, the chairman and founder of Figtree. He's here to share his three unique strategies for long-term wealth preservation.Dedication to the Caribbean OfficesDanny's commitment to the Caribbean stems from a simple observation: there’s a missing piece for family business
How I Created Generational Wealth | Jerry Boggess - 13
We all get inspired by a good come-up story, and today's guest, Jerry Boggess, has an incredible one to share. Join us as he discusses how he and his wife used a clever blend of the corporate world, education, real estate, and life insurance to create generational wealth that their grandchildren can now enjoy.Climbing the Corporate Ladder· Jerry Boggess's journey began at the bottom, wo
Your Personal CFO For Wealth Management | Michael O'Connor - 12
What does a winning investment strategy look like? To help show you, I invited my good friend and Fig Tree Cayman investor to join me in this episode. Michael O’Connor brings years of investing experience to help you structure, grow, and protect your wealth. Meet Michael O’Connor· Michael O’Connor works with a diverse client base and is known for taking a holistic approach to finan
Money and Thanksgiving - How To Handle The Akward Money Conversations | Kurt, Mark, Stephanie - 11
show notes
What Is Premium Financing? | Andrew Szpiro - 10
In this episode, Andrew Szpiro delves into the intricacies of premium financing, a strategy that allows individuals to acquire insurance without liquidating other valuable assets. Discover how this financial tactic can enable you to use your existing wealth to secure your future while maintaining your investment portfolio intact.Understanding Premium Financing● Premium financing allows you to borr
5 Things You Need To Know About ACA Healthcare Changes Before Open Enrollment | Mark and Fernando Leopold - 09
Open enrollment is here, and healthcare is going through some big changes right now. It can be confusing to figure out which insurance plan is right for you or whether your medications are still covered by your doctor. To help guide you through this season, I invited Fernando Leopold, CEO of Family Care Insurance, to break down the 2026 healthcare changes and share five key things you n
Part 3: Life Insurance - Term vs Permanent | Kurt and Mark - 08
Life insurance isn’t a one-size-fits-all solution. The key is finding coverage that fits your life right now. With so many options available, it can get confusing. In this episode, we continue our series on permanent insurance and explore term versus permanent life insurance so you can figure out which one makes the most sense for you.Case Studies: Life Stages and Coverage Needs (02:35 - 11:13)&nb
Part 2: Life Insurance - Permanent Life | Kurt and Mark - 07
Did you know that whole life insurance falls under the broader umbrella of permanent life insurance? With so many terms, policies, and riders, learning about life insurance can be a bit confusing. In this episode, we’re continuing our breakdown of various insurance products to help you understand the distinctions and feel more confident when evaluating your options.Whole Life Insurance: Features,
Part 1: Life Insurance - Term Life Insurance | Kurt and Mark - 06
We know how difficult it can be to understand everything that goes into life insurance. With so many different types, it can be hard to decide which one fits your family’s needs best. That’s why Kurt’s breaking it all down for you. By the end, you’ll understand the pros and cons of Term Life Insurance and whether it might be the right choice for you.Types of Life Insurance: Term vs. Permanent
Planning for Long-Term Care | Rick Meahl - 05
Most people think of long-term care as something they’ll deal with “someday.” But what if waiting costs you your legacy? In this episode, we sit down with Rick Meahl, a veteran long-term care specialist with OneAmerica Financial, to reveal how planning for the future can help families protect their wealth, access care with dignity, and avoid unnecessary taxes.Meet Rick Meahl· Rick Meahl
Life Insurance Policy Review: Why a Policy Audit Could Save You Thousands | Kevin Kimbrough - 04
Do you think of life insurance as just another bill to pay? Kevin Kimbrough, who brings over 30 years of experience in the insurance and financial services industry, joins us to flip that idea on its head. In this episode, he shows how life insurance can be one of the most powerful assets in your financial plan—not just an expense.Meet Kevin Kimbrough· Kevin Kimbrough is the Executive D
H.E.N.R.Y.: High Earner, Not Rich—Yet | Kurt and Mark - 03
Are you a part of the HENRY's club? You know, those in fields such as medicine or law who are High Earners, Not Rich Yet. Even though you're making good money, you can't call yourself Larry Ellison or Bill Gates yet. Tune into this episode, and we'll show you how you can join the long-lasting wealth club with life insurance.What is a HENRY?· Those who earn between 250,000 - 500,000 mill
What is Generational Wealth | Danny Farmer - 02
Ever wonder what it takes to build a fortune that lasts for generations? Today, we've got the answer from a true expert: Danny Farmer, the chairman and founder of Figtree. He's here to share his three unique strategies for long-term wealth preservation.Dedication to the Caribbean OfficesDanny's commitment to the Caribbean stems from a simple observation: there’s a missing piece for family business
How I Created Generational Wealth | Jerry Boggess - 01
We all get inspired by a good come-up story, and today's guest, Jerry Boggess, has an incredible one to share. Join us as he discusses how he and his wife used a clever blend of the corporate world, education, real estate, and life insurance to create generational wealth that their grandchildren can now enjoy.Climbing the Corporate LadderJerry Boggess's journey began at the bottom, working as a fi
What is Wealth Dynasty all about? | Kurt and Mark - 00
How can you protect your family’s finances after you’re gone? Welcome to the Wealth Dynasty podcast! We’re your hosts, Kurt and Mark, and we’re here to tell you everything you need to know about life insurance. In this first episode, we'll introduce ourselves, share the goals of the podcast, and explain how we're going to help you protect your family's financial future.Background on Wealth Dynasty
Podcast Teaser
Wealth Dynasty is the podcast for global citizens, high-net-worth individuals, and legacy-minded leaders who know true wealth is more than numbers on a balance sheet.Each week, we share conversations with experts and everyday builders of wealth to uncover the strategies, systems, and mindsets that turn success into legacy. From estate planning and tax strategies to investing, insurance, and family
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Stand In The Circle
