In this episode of the Wealth Architect Podcast, I sit down with global investment research expert Daniel Nikic, founder of COHRES.

Daniel has analyzed over 15,000 companies across AI, software, and global markets. We discuss the importance of cash flow vs. accrual accounting, how to spot red flags hidden in financial footnotes, and what investors should understand about today's AI boom — including Nvidia and valuation concerns.

We also explore where innovation capital is flowing globally, from the U.S. to Europe, the Middle East, and China.

If you want to make smarter, research-driven investment decisions, this conversation is for you.

Website: [https://danielnikic.com](https://danielnikic.com)
LinkedIn: [https://www.linkedin.com/in/danielnikic](https://www.linkedin.com/in/danielnikic)

In this episode of the Wealth Architect Podcast, Mark sits down with Mike Milligan, founder of One Oak Financial, to discuss what's broken in traditional financial planning — and how to build a truly one-of-a-kind financial strategy.

With 30 years of experience in banking and financial planning, Mike shares insights on Wall Street fee structures, S&P 500 concentration risk, tax planning, behavioral finance, and why education is the foundation of real wealth. If you want to move beyond cookie-cutter advice and build a plan aligned with your life, this episode is for you.

Connect with Mike Milligan:

🌐 Website: https://mikemilligan.com
🏦 One Oak Financial: https://oneoakfinancial.com
📘 Book – The One-of-a-Kind Financial Plan: https://www.amazon.com
🎙 Podcast – Ideas by Mike: https://mikemilligan.com

In this episode of the Wealth Architect Podcast, Mark Yegge sits down with Vincent Randazzo, founder of ViewRight Advisors and creator of the Defender Program, to explore how systematic, rules-based investing can help remove emotion and protect capital through volatile market cycles.

Vincent shares insights from over two decades of technical and macro research, explaining why market breadth, discipline, and objective systems matter more than predictions—especially as markets age and risk increases. The conversation dives into secular bull and bear markets, avoiding major drawdowns, and why defense-first investing is critical for long-term wealth building.

This episode is a must-listen for investors and advisors looking to stay rational, protect capital, and compound smarter through uncertainty.

Guest Links

• Website: https://viewright.ai

• LinkedIn: https://www.linkedin.com/in/vincentrandazzo

• X (Twitter): https://x.com/CMTRandazzo