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Planet Wealth was built by entrepreneurs, for entrepreneurs. We believe capital raising should be accessible, compliant, and empowering. No gatekeepers. No runaround. Just a clear path from traction to funding.

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EP 9 – How to Stop Being Busy and Start Getting Wealthy

Apr 28, 2025

EP 9 – How to Stop Being Busy and Start Getting Wealthy

This week, Lance sits down with Lloyd Ross to take listeners through his compelling journey from a traditional 9-to-5 job to financial freedom. Lloyd, a successful entrepreneur and investor, runs four businesses from home and manages an equities portfolio.

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Ep 8 – Kimberly Flynn: Inflation-Proof Alternatives in the Investment Landscape

Apr 7, 2025

Ep 8 – Kimberly Flynn: Inflation-Proof Alternatives in the Investment Landscape

“Individual investors need the same choices and the same opportunities as institutions.” Kimberly “It’s my hope that we will have more individual investor access to long-term money-making opportunities.” Kimberly This week, Lance had the privilege of speaking with Kimberly Flynn, President of XA Investments. Kimberly discusses her expertise in various investment vehicles, including closed-end funds […]

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Ep 7 – Travis Jamison: CapitalPad’s Approach to Sustainable AI-Proof Wealth-Building

Mar 31, 2025

Ep 7 – Travis Jamison: CapitalPad’s Approach to Sustainable AI-Proof Wealth-Building

“I honestly believe that if Warren Buffett were 20 today, he would be playing in this space.” Travis “I’m a very self-motivated person, but I don’t think I’d be anything without community.” Travis This week, Lance sits down with Travis Jamison, founder of CapitalPad, to explore the transformative power of AI and its diverse impact […]

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Ep 6 – Rachel Darivoff: The Great Wealth Transfer: Empowering a New Generation of Investors

Mar 23, 2025

Ep 6 – Rachel Darivoff: The Great Wealth Transfer: Empowering a New Generation of Investors

“ The way consumers are building wealth has blossomed because of the democratization of different platforms and wealth-building opportunities.” Rachel Rachel “ I think digital-first brands that have come into the financial side have taken a lot of lessons from best-in-class tech to create experiences that make it really easy to see your full financial picture.” Rachel […]

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Ep 5 – How Decentralized Finance can be your Path to Financial Freedom

Mar 16, 2025

Ep 5 – How Decentralized Finance can be your Path to Financial Freedom

“The power of DeFi is the strength of its community.” Driss In this episode, Lance welcomes Driss Benamour, co-founder of Exponential.fi, a pioneering fintech platform in the decentralized finance (DeFi) space. Driss shares his journey from serving as Uber’s global head of fintech products to co-founding Exponential.fi. The conversation explores key challenges in DeFi, such […]

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Ep 4 – Dilshod Jumaniyazov: Understanding & Leveraging Data-Driven Finance

Mar 10, 2025

Ep 4 – Dilshod Jumaniyazov: Understanding & Leveraging Data-Driven Finance

“At the end of the day, it’s not about what your competitors are doing but about what your customers truly want.” Dilshod “Crowdfunding is changing the rules of investment and finances.” Dilshod “Crowdfunding is changing the rules of investment and finances.” Dilshod In this episode, Lance sits down with Dilshod Jumaniyazov the Co-Founder and CEO […]

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Ep 3 – Carl Buccellato: The Road to Financial Freedom

Feb 28, 2025

Ep 3 – Carl Buccellato: The Road to Financial Freedom

“If you’re starting a new business, you must understand your industry inside and out. If you’re unprepared, I doubt anyone will invest in your idea.” Carl “It’s vital to maintain your business model, have milestones, and maintain your cash flow needs and reserves.” Carl “It’s vital to maintain your business model, have milestones, and maintain […]

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Ep 2 – Roger Martin: Secrets From an Entrepreneur’s Playbook

Feb 24, 2025

Ep 2 – Roger Martin: Secrets From an Entrepreneur’s Playbook

“When starting out, having access to capital is priceless because it allows you to make the right long-term decisions for your business.” Roger “ Everyone knows that time is the most valuable commodity. So  trade your money for expertise that will compress your timeline.”  Roger “ Everyone knows that time is the most valuable commodity. So  trade […]

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Ep 1 – How Planet Wealth is Navigating the New Age of Wealth Creation

Jan 31, 2025

Ep 1 – How Planet Wealth is Navigating the New Age of Wealth Creation

https://youtube.com/watch?v=mHn6T-9fykA%3Fsi%3DPkIw4q8xiDTCbdVC “Money itself is not what builds a business. It’s not the technology. It’s the people. It’s having the support, the team, the infrastructure around you and putting it all together. That makes the difference.” Lance “People have  always been told that you can’t participate in capitalism without capital. And the truth is, it wasn’t […]

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