Your Path to Real Wealth

Do you ever feel like your life and money are misaligned with your values? Join your hosts from Blue Barn Wealth® to explore how to achieve real wealth, which they define as the sum quality of our values, relationships, health, sense of purpose, time, cha

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Recent Episodes

Tax-Efficient Charitable Giving (Ep.13)

Posted May 10, 202300:35:05

Currently, in the United States, the rate of charitable donations has grown to nearly $500 billion a year. While corporations do their fair share of...

Where to Start Planning Your Retirement (Ep.12)

Posted April 26, 202300:34:14

When planning for your retirement we like to ask the important questions, check your portfolio and gather all the information necessary prior to offering...

Why You Should Start Investing In A 529 Plan with Richard Ellis (Ep.11)

Posted April 12, 202300:33:38

Do you have children or grandchildren who have yet to graduate from high school? Are you wondering how you can offer them a timeless gift this year...

How To WIN At Insurance with Todd Erkis (Ep.10)

Posted March 22, 202300:41:53

Do you know what it means to “win” at insurance? If you’ve never thought about insurance in this light or have not considered how insurance can...

A Donor Advised Fund For All Your Charitable Needs With Dan Blake (Ep.9)

Posted February 8, 202300:30:42

Creating a donor advised fund (DAF) means building a wealth account for charitable giving. How can you increase flexibility for yours and your families...