Main Street Money Podcast

The Main Street Money Podcast is an entrepreneurial-based podcast with guest speakers ranging from current startup owners to successful entrepreneurs that have sold their businesses. We discuss everything that comes along with that entrepreneurial journey from Real Estate, Investing, Insurance, and Taxes to Making Lifelong Friends along the way.

Main Street Money Podcast

The Main Street Money Podcast is an entrepreneurial-based podcast with guest speakers ranging from current startup owners to successful entrepreneurs that have sold their businesses. We discuss everything that comes along with that entrepreneurial journey from Real Estate, Investing, Insurance, and Taxes to Making Lifelong Friends along the way.

Be a Guest on the Podcast

Here’s how you can reach us

patrick@seventwoadvisors.com

+1 (704) 736-3688

Where to Listen

Wealth Steps Order of Operations – Ep 41 | Estate Planning Basics for Working Families & Retirees
Wealth Steps Order of Operations – Ep...
Avoiding Annuity Traps: What You Need to KnowAnnuities can be useful financial tools, but they’re often sold rat...
00:06:20
April 29, 2025
Wealth Steps Order of Operations – Ep 40 | Annuity Types, Timing, and Traps Consumer Beware
Wealth Steps Order of Operations – Ep...
Avoiding Annuity Traps: What You Need to KnowAnnuities can be useful financial tools, but they’re often sold rat...
00:09:14
April 04, 2025
Wealth Steps Order of Operations – Ep 39 | Medicare Enrollment and Traps to Understand
Wealth Steps Order of Operations – Ep...
Understanding Medicare Enrollment: Avoid Costly MistakesNavigating Medicare enrollment can feel overwhelming, but ...
00:09:46
April 04, 2025
Wealth Steps Order of Operations – Ep 38 | Navigating Social Security and Medicare
Wealth Steps Order of Operations – Ep...
Navigating Social Security and Medicare can be complex, but understanding your options is key to a financially sec...
00:07:01
April 04, 2025
Wealth Steps Order of Operations – Ep 37 | Low Income Years Pre Retirement
Wealth Steps Order of Operations – Ep...
Planning for your retiree years requires a strategic approach, especially if you're leaving the workforce before a...
00:07:41
April 04, 2025
Wealth Steps Order of Operations – Ep 36 | Real Estate Strategies in Retirement
Wealth Steps Order of Operations – Ep...
Real estate can play a crucial role in retirement planning, but understanding when and how to invest is key. In th...
00:07:48
April 04, 2025
Wealth Steps Order of Operations – Ep 35 | Retirement Portfolio Strategies
Wealth Steps Order of Operations – Ep...
Retirement planning looks very different depending on portfolio size, and understanding these differences is cruci...
00:07:21
April 04, 2025
Wealth Steps Order of Operations – Ep 34 | Organizing for Retirement & Finding Your Income Sources
Wealth Steps Order of Operations – Ep...
Preparing for retirement requires organization and clarity, yet many people struggle with understanding their inco...
00:06:56
April 04, 2025
Wealth Steps Order of Operations – Ep 33 | Retirement Planning Overview
Wealth Steps Order of Operations – Ep...
Planning for retirement and estate management is a critical step in securing your financial future. In this video,...
00:06:53
April 04, 2025
Wealth Steps Order of Operations – Ep 32 | Mastering the Working Years Phase of Life
Wealth Steps Order of Operations – Ep...
Understanding key financial principles can make a huge difference in your long-term wealth-building strategy. In t...
00:07:56
March 19, 2025
Wealth Steps Order of Operations – Ep 41 | Estate Planning Basics for Working Families & Retirees
Wealth Steps Order of Operations – Ep...
Avoiding Annuity Traps: What You Need to KnowAnnuities can be useful financial tools, but they’re often sold rat...
00:06:20
April 29, 2025
Wealth Steps Order of Operations – Ep 40 | Annuity Types, Timing, and Traps Consumer Beware
Wealth Steps Order of Operations – Ep...
Avoiding Annuity Traps: What You Need to KnowAnnuities can be useful financial tools, but they’re often sold rat...
00:09:14
April 04, 2025
Wealth Steps Order of Operations – Ep 39 | Medicare Enrollment and Traps to Understand
Wealth Steps Order of Operations – Ep...
Understanding Medicare Enrollment: Avoid Costly MistakesNavigating Medicare enrollment can feel overwhelming, but ...
00:09:46
April 04, 2025
Wealth Steps Order of Operations – Ep 38 | Navigating Social Security and Medicare
Wealth Steps Order of Operations – Ep...
Navigating Social Security and Medicare can be complex, but understanding your options is key to a financially sec...
00:07:01
April 04, 2025
Wealth Steps Order of Operations – Ep 37 | Low Income Years Pre Retirement
Wealth Steps Order of Operations – Ep...
Planning for your retiree years requires a strategic approach, especially if you're leaving the workforce before a...
00:07:41
April 04, 2025
Wealth Steps Order of Operations – Ep 36 | Real Estate Strategies in Retirement
Wealth Steps Order of Operations – Ep...
Real estate can play a crucial role in retirement planning, but understanding when and how to invest is key. In th...
00:07:48
April 04, 2025
Wealth Steps Order of Operations – Ep 35 | Retirement Portfolio Strategies
Wealth Steps Order of Operations – Ep...
Retirement planning looks very different depending on portfolio size, and understanding these differences is cruci...
00:07:21
April 04, 2025
Wealth Steps Order of Operations – Ep 34 | Organizing for Retirement & Finding Your Income Sources
Wealth Steps Order of Operations – Ep...
Preparing for retirement requires organization and clarity, yet many people struggle with understanding their inco...
00:06:56
April 04, 2025
Wealth Steps Order of Operations – Ep 33 | Retirement Planning Overview
Wealth Steps Order of Operations – Ep...
Planning for retirement and estate management is a critical step in securing your financial future. In this video,...
00:06:53
April 04, 2025
Wealth Steps Order of Operations – Ep 32 | Mastering the Working Years Phase of Life
Wealth Steps Order of Operations – Ep...
Understanding key financial principles can make a huge difference in your long-term wealth-building strategy. In t...
00:07:56
March 19, 2025

Be a Guest on the Podcast

Here’s how you can reach us

patrick@seventwoadvisors.com

+1 (704) 736-3688

Where to Listen

© Copyright - Seven Two Advisors | Advisory services offered through Portfolio Medics LLC | Website Designed by Cobalt & Sapphire