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Moneywise

Hampton
Entrepreneurship
Hampton
Personal Finance
Wealth Management
Investing
Investment Strategies
Real Estate
Bitcoin
Angel Investing
Financial Freedom
Mental Health
Private Aviation
Youtube
Investments
Costs Of Flying Private
Acquisitions
Cash Flow Management
Investment Strategy
Business Strategy
Financial Independence

This is Moneywise, a podcast where host Daniel Berk is joined by high-net-worth guests to explore exclusive insights into personal finance and lifestyle tailored for other high-net-worth people, or those on their way. They'll get radically transparent about the numbers, revealing things like their burn rates, portfolios, and spending habits. This podcast was made for the Hampton community, a priva... more

PublishesWeeklyEpisodes114Founded3 years ago
Number of ListenersCategories
InvestingBusinessEntrepreneurship

Listen to this Podcast

Artwork for Moneywise

Latest Episodes

We’re still surprised people did this but... 50+ founders worth $10M to $4B reveal their personal finances. Here it is: joinhampton.com/mw-wr

Why do we do this? Because if you’re an aspirational person or someone who runs a business and is m... more

YouTube

Nearly half of 250 founders pay someone on their team more than they pay themselves.

We're still surprised people did this but... 50+ founders worth $10M to $4B reveal their personal finances. Here it is: joinhampton.com/mw-wr

Why do we do ... more

YouTube

We're still surprised people did this but... 50+ founders worth $10M to $4B reveal their personal finances. Here it is: joinhampton.com/mw-wr

Why do we do this? Because if you're an aspirational person or someone who runs a business and is m... more

YouTube

Key Facts

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Recent Guests

Chandler Bolt
Entrepreneur and founder of SelfPublishing.com
SelfPublishing.com
Episode: $30M Net Worth, $8M Compound: “Owning Is Financially Dumb”
Adam Katz
Wealth advisor to venture-backed founders and entrepreneur who sold a multifamily office.
Episode: How This Wealth Advisor Spends $1M/Year ($300K on Vacations)
Dan Fleyshman
Entrepreneur and investor with a large angel portfolio; founder of multiple ventures
Elevator Studio / various portfolio companies
Episode: He's Worth $50M and Spends $110K a Month on a Zoo That Makes $0
Ashkan Karbasfrooshan
Founder of WatchMojo, goes by Ash
WatchMojo
Episode: This Guy Built a $90M Company on YouTube in 2006
Ryan Levesque
Founder/entrepreneur and author featured on Moneywise
Ask Method Company
Episode: He Said $35M Was Enough, Then Moved His Family to a 150-Acre Farm (Ryan Levesque)
Patrick Terry
Co-founder of P. Terry's
P. Terry's
Episode: Patrick & Kathy Terry (P. Terry's): "Why We Said No to $100M"
Kathy Terry
Co-founder of P. Terry's
P. Terry's
Episode: Patrick & Kathy Terry (P. Terry's): "Why We Said No to $100M"
Bill Harris
Former CEO of Intuit; co-founder of PayPal; founder of Personal Capital and Evergreen
Evergreen Capital; PayPal; Personal Capital
Episode: He Ran PayPal With Elon. Now He Has $100M and Spends Nothing
Glenn Ullmann
Founder of Ullmann Wealth Partners
Ullmann Wealth Partners
Episode: How a $1.5B Wealth Manager Spends His Money

Host

Daniel Berk
Host of Moneywise

Reviews

4.7 out of 5 stars from 1.6k ratings
  • Good concept

    The host cuts off the guest constantly asking for numbers. It’s hard to listen to. I want to hear their story. Close to unfollowing this show. Get a new host.

    Apple Podcasts
    1
    Tokyo Waiguoren
    Japana month ago
  • Very interesting!

    This is a very interesting podcast with a great host. My one gripe is the constant promotion of Hampton. I get this whole podcast is a marketing/acquisition tool but think it would benefit from focusing more on the content than Hampton. Ironically, MFM nails this balance - Hubspot is present and I know what it is because of MFM - but the MFM podcast stands on its own

    Apple Podcasts
    4
    PCats 91
    United States4 months ago
  • A bunch of lousy advice and discussing the genesis of your naval

    Podcast Addict
    2
    drewthealamanac
    4 months ago
  • Love this pod

    My favorite things are the range of guests, hearing ways people spend their money and the host. Always a must listen.

    Apple Podcasts
    5
    Bob Charleston
    United States4 months ago
  • Incredible

    I really appreciate the podcast that covers different stories. They do an amazing job of highlighting the different ways that business owners have built wealth and really developed incredible lifestyles. Every aspiring entrepreneur should be subscribed to this podcast.

    Apple Podcasts
    5
    TheCoachchris_
    United States5 months ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Production and editing quality receive mixed feedback, but the content depth and guest caliber remain strong.
Some listeners feel the show's tone or format has shifted and would prefer more focus on concrete numbers and founder stories.
Listeners appreciate the honest look at how ultra-wealthy individuals manage money and time, plus actionable spending insights.
Guests and host are praised for transparency and variety in perspectives, with many noting valuable lessons on wealth and life decisions.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

How This Wealth Advisor Spends $1M/Year ($300K on Vacations)
Q: What is your balance sheet, and what does wealth look like in your name?
Katz estimates his net worth at between $25 million and $50 million. He says about 75% is illiquid, with exposure to equities, private credit, private equity and direct co-investments, alongside roughly 20% cash.
How This Wealth Advisor Spends $1M/Year ($300K on Vacations)
Q: How do you go from scarcity and your early childhood to what you are now, which is personally wealthy and then also working with wealthy people?
Katz describes growing up in a family without excess cash, with a father who worked in education and died with $133,000. He found his way into Merrill Lynch by cold-calling, developed a career in wealth management, and later built and sold a multifamily office.
$30M Net Worth, $8M Compound: “Owning Is Financially Dumb”
Q: How much did you spend on your current house? And is that your only residence, or do you have any real estate as well?
Bolt says he spent about $6.5 million on the property and another $1.5 million on renovations, for roughly $8 million total. It is his only residence, though he also holds other real estate investments.
$30M Net Worth, $8M Compound: “Owning Is Financially Dumb”
Q: You mentioned you were offered about 20 million in 2024, right? Why did you turn that down?
Bolt reasoned that the offer represented about six years of EBITDA, and he believed the company had more room to grow. Since he owns the bootstrapped business outright and it generates substantial cash, he did not want to give it up.
This Guy Built a $90M Company on YouTube in 2006
Q: What was the strategic rationale behind the 2020 minority stake sale, and how did it impact governance and succession planning?
The sale was driven by a need for governance continuity and succession planning, ensuring payroll and operations could continue smoothly if something happened to him, while keeping WatchMojo independent and well-positioned for future growth.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
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Frequently Asked Questions About Moneywise

What is Moneywise about and what kind of topics does it cover?

This show centers on ultra-wealthy founders, CEOs, and investors who share transparent details about their finances, spending habits, and lifestyle choices. Episodes frequently explore burn rates, liquidity events, and how wealth shapes family dynamics, philanthropy, and long-term planning, all through the lens of being part of a private founder community. Noteworthy is the consistent emphasis on data-driven money decisions, practical numbers, and a backstage look at how high-net-worth individuals allocate time, capital, and attention beyond the balance sheet, often with a nod to the Hampton network as a community facilitator for founders and their teams. Listeners can expect candid storytelling, real-world finance tactics, and thoughtful c... more

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Which podcasts are similar to Moneywise?

These podcasts share a similar audience with Moneywise:

1. My First Million
2. David Senra
3. Founders
4. Invest Like the Best with Patrick O'Shaughnessy
5. The Startup Ideas Podcast

How many episodes of Moneywise are there?

Moneywise launched 3 years ago and published 114 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Moneywise?

Recent guests on Moneywise include:

1. Chandler Bolt
2. Adam Katz
3. Dan Fleyshman
4. Ashkan Karbasfrooshan
5. Ryan Levesque
6. Patrick Terry
7. Kathy Terry
8. Bill Harris

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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