In this episode of the Mind over Money podcast, Brian and Blake sit down with Scott Hanson, co-founder of Allworth Financial, to talk about what really happens when a business owner sells to private equity.

Scott has sold multiple businesses himself and is currently working on a book about navigating the private equity sale process.

What you will learn:

-How to prepare before a sale

-The mechanics of a deal: earnouts, rollover equity, “second bite of the apple”

-The emotional side of giving up control

-Who probably should not sell to private equity

-Common tax mistakes founders make before liquidity events

-Estate planning and charitable strategies to consider before a sale

If you’re even considering a sale at some point in your future, planning doesn’t start the year you go to market. It starts now.

Talk of a market bubble is everywhere — but how do you separate hype from fundamentals? In this episode of the Mind Over Money podcast, Brian and Blake define what makes a market bubble and ask the big question: Are we in one right now? They compare today’s market to past manias, from the 1999 dot-com boom to the Dutch tulip frenzy and the railroad expansion.

Brian shares lessons from 40+ years of watching cycles unfold, including the warning signs and repeatable narratives investors should know. They also break down the current backdrop for stocks, gold, and silver, and offer portfolio positioning ideas built to handle a range of market environments — surprises included.

In this episode of the Mind over Money podcast, Brian and Blake dive into the sweeping changes of the new “One Big Beautiful Bill” (or ABBA Act) and what it means for retirees, pre-retirees, and families looking to optimize their financial future. From understanding today’s historically low tax brackets to exploring Roth conversions, charitable giving strategies, and the return of state and local tax (SALT) deductions, they break down complex rules into practical, easy-to-follow insights.

You’ll also hear how timing Social Security, leveraging donor-advised funds, and managing income in retirement can have a lifelong impact on your taxes—and your legacy.

If you’ve ever wondered how to take advantage of the planning window between retirement and required minimum distributions, this episode is a must-listen.

In this episode of the Mind over Money podcast, Brian and Blake unpack a whirlwind month in the capital markets. From a sharp rebound after early-year tariff turmoil to repeated all-time highs in the S&P 500, they explain why market optimism isn't irrational—and how AI is fueling future growth.

In this milestone episode of the Mind over Money podcast, Brian and Blake celebrate a combined 50 years in the financial industry with a powerful and timely discussion on the hidden value of market volatility. Inspired by a surprising story from the Biosphere 2 project—where trees collapsed due to a lack of wind—they explore how stress is not only natural but essential for growth in ecosystems and economies.

Brian and Blake are back to discuss the wild swings in the stock market and advice for investors.

Brian and Blake are back to discuss the economy and policies from the new administration.

Brian and Blake recap another strong year in the market and discuss forecasting stock returns.