Let us know what you thought about the show!

In this episode, Jason speaks with Myra Salzer, CFP® & Melissa Hoyer, CFP®, CPCC of The Wealth Conservancy to explore how individuals navigating inherited or sudden wealth can shift from overwhelm to clarity, agency, and purpose. Rather than treating money as a purely financial matter, Myra and Melissa illuminate the emotional, psychological, and relational realities of wealth — and how aligning values with financial decisions can transform wealth into a meaningful ally rather than a burden.

They discuss the unique identity challenges faced by inheritors, the central role of fiduciary responsibility, and the importance of proactive communication, legacy planning, and intentional philanthropy.

Key Highlights & Insights

Decoding Financial Jargon — What the Terms Really Mean

• Certified Financial Planner (CFP®): A CFP® serves as a strategic integrator overseeing a client’s entire financial ecosystem — taxes, estate strategy, insurance, investments, and long-term planning — rather than focusing only on asset management.
• Fiduciary Standard: A fiduciary is legally obligated to put the client’s interests first, which often contrasts with institutions whose primary duty is to shareholders.
• Redefining Wealth: Derived from historical roots meaning “well-being” and “health,” true wealth expands beyond finances to include emotional, spiritual, intellectual, physical, and community well-being.

The Human Reality of Inherited & Sudden Wealth

• The “tsunami effect” of sudden financial responsibility often occurs without emotional or practical preparation.
• Paradox of Self-Worth: Entrepreneurs may connect identity to productivity, while inheritors may experience declining self-worth as net worth increases.
• The “Luxury of Doing Nothing” Dilemma: Without survival-driven motivation, inheritors must intentionally create purpose, challenge, and structure.
• Wealth as an Amplifier: Money magnifies existing traits — generosity, anxiety, creativity, or avoidance.

Legacy, Family Dynamics & Proactive Planning

• Fair vs. Equal: Families frequently confuse equality with fairness — and the distinction matters.
• The biggest estate-planning risk is surprise; open, multi-generational dialogue reduces conflict and shock.
• Purpose-Driven Philanthropy: Giving should reflect authentic values — not obligation or performance.

Their approach integrates both technical financial strategy and coaching-informed human insight.

Programs, Resources & Mentions

• The Way Into Wealth Program — An eight-session, one-on-one coaching experience aligning inner values with financial reality.
  Visit: wayintowealth.com
• The Wealth Conservancy — A retainer-based fiduciary advisory firm specializing in complex wealth strategy and stewardship.
  Visit: thewealthconservancy.com | twwcinc.org

Support the show

Let us know what you thought about the show!

In this episode, Jason sits down with Eliana Goldstein, a certified career and executive coach, the resident Career Coach for CBS New York Morning News, and a member of the Forbes Coaches Council. Eliana’s coaching strategies have been featured on MSNBC, Business Insider, and Fast Company, and she has spoken at leading companies including Peloton and LinkedIn.

Together, Jason and Eliana explore the growing workplace trend of “quiet cracking”—when professionals, overwhelmed by today’s tough job market, settle for roles that don’t align with their values or strengths, ignoring obvious red flags along the way.

This powerful conversation uncovers the mindset shifts, strategies, and frameworks that can help you navigate career transitions with confidence, advocate for yourself in the workplace, and embrace change without fear.

🧭 What You’ll Learn in This Episode

• Why “quiet cracking” is becoming the new workplace trap—and how it mirrors relationship dynamics
• Red flags to look for (and stop ignoring) when evaluating career opportunities
• The role of self-advocacy in building fulfilling, financially rewarding careers
• How to align your work with your strengths and values through self-audits and strategic career planning
• Eliana’s journey from corporate marketing to career coaching, and how her personal growth shaped her mission
• Practical tools for career clarity: journaling, asking the right interview questions, and building authentic networks
• How to confidently frame career pivots, even when they don’t follow a “traditional” path
• Why evolving your definition of success matters—and how to embrace transitions from technician → manager → entrepreneur

🚀 Episode Highlights

• Quiet Cracking vs. Quiet Quitting — how fear, desperation, and uncertainty push people to take the wrong roles.
• Mindset Shifts — breaking free from imposter syndrome and cultural narratives that keep you stuck.
• Career Fulfillment — Jason and Eliana share stories of how small shifts in perspective can transform both work and relationships.
• Self-Advocacy & Growth — strategies for negotiating roles, realigning job responsibilities, and prioritizing satisfaction over short-term paychecks.
• Career Evolution — embracing change with confidence and redefining what success looks like at each stage.

⚡ Rapid-Fire Takeaways

• One career myth you should stop believing
• The best question to ask before accepting a new job
• One thing to stop doing on LinkedIn right now
• The first action to take in the next 24 hours if you feel stuck
• The career advice Eliana lives by, no matter what

🎧 Listen Now

This episode is for anyone feeling stuck, burnt out, or overwhelmed in today’s job market. If you’re ready to stop ignoring the red flags, advocate for yourself, and design a career that truly excites you and pays you well — this conversation is your roadmap.

Support the show

Let us know what you thought about the show!

Today we’re sitting down with Jay Sapovits, founder and president of Inked Stores—a swag company that’s not only grown past $5 million a year in revenue, but has also built more than a thousand online stores for big names like Pen Entertainment, DoorDash, and Crocs.

Jay’s path isn’t just about building successful ventures. It’s about resilience, reinvention, and choosing to keep moving forward after setbacks that would have made most people walk away. Before Inked, he helped scale Marquee Jets alongside Jesse Itzler and Ken Dickler. Along the way, he’s lived through both the highs and lows of entrepreneurship while staying rooted in relationships, humility, and service.

In our conversation, Jay talks about his knack for spotting opportunities—what he jokingly calls “desperation”—and how early patterns of escapism shaped his career. We get into his shifting view of happiness: not as something to chase, but as a way of being that comes from deliberate choices, meaningful work, and strong relationships, including nearly three decades of marriage and raising three kids.

Jay also opens up about ego, humility, and why keeping active is essential for his mental health. In his words: “when I sit around and relax, my life gets worse.”

For anyone on the entrepreneurial path, Jay offers practical wisdom:

• Sell your product or service first, before you pour time and money into building it.
• Don’t obsess over the “big idea”—you don’t need to invent something new, just solve a real problem.
• You don’t have to be perfect to start. What matters is truth, self-awareness, and the willingness to take the first step.

As Jay puts it, “You can’t lie to yourself.”

Jay's LinkedIn

Support the show