The Psychology of Wealth: Avoiding the Mistakes That Destroy Fortunes
In this episode of the Generations of Wealth Podcast, Derek sits down with wealth advisor Jonathan Blau, a seasoned financial planner with decades of experience helping affluent families grow and preserve wealth.
Rather than focusing on picking investments, Jonathan explains why behavior — not intelligence — is the biggest driver of financial success or failure. The conversation dives into behavioral finance, investor psychology, inflation risk, volatility myths, generational wealth, and why many investors sabotage themselves without realizing it.
Jonathan challenges traditional industry thinking, offering a fresh perspective on risk, forecasting, emotional decision-making, and long-term investing.
This episode is less about tactics — and more about mastering the mindset required to build lasting wealth.
Mastering Passive Wealth: How to Invest Like Institutions with Pascal Wagner
Derek and Pascal explore the world of passive investing, due diligence, long-term wealth strategy, and how everyday investors can model the same approach that major institutions use. Pascal explains how he vetted deals across 23+ investments, the role of understanding inevitabilities, and how his unique experience in venture capital shaped his investment philosophy. They also dive into macro trends affecting real estate, from industrial growth and medical facilities to low-income housing and why Airbnb might be a dangerous play.
How Rich People Make Their Money Work Harder!
In this powerful episode, Derek Dombeck sits down with Alan Franks — Certified Financial Planner and author of Empowered Money — to dig deep into the financial blind spots most business owners and investors overlook. From early financial education to leveraging debt like the wealthy, Alan breaks down how to build true enterprise value, plan for multi-generational wealth, and use creative strategies for long-term financial freedom. Whether you’re a real estate investor, entrepreneur, or someone serious about financial legacy, this conversation is loaded with value.
Escape the 1031 Trap: Create Freedom with the Deferred Sales Trust
In this insightful episode of the Generations of Wealth Show, host Derek Dombeck welcomes Brett Swarts, founder of Capital Gains Tax Solutions, to challenge the traditional 1031 exchange and unveil a more flexible, investor-friendly strategy: the Deferred Sales Trust (DST). Brett shares how DST empowers investors to defer capital gains taxes, diversify investments, and most importantly—reclaim their time and freedom.
Through powerful stories of clients who exchanged active property management for peace of mind and increased cash flow, Brett makes the case that building wealth should never come at the cost of your family or lifestyle. If you’ve built up significant equity and are looking for a better way out, this episode is your roadmap.