This Week on our Advisory Shows

June 24, 2026

This Week on our Advisory Shows

The Sharkpreneur Podcast with Seth Greene airs episode 1295 on Monday, June 22, with Hector Alvarado. Hector Alvarado explains how Optimize Business Systems helps owner-dependent businesses become more scalable, sellable, and self-managing by clarifying roles, strengthening leadership, reinforcing accountability, and improving operating systems. He also discusses how founders can reduce bottlenecks, shift from daily firefighting to strategic leadership, and build businesses that can grow without the owner having to make every decision

The Sharkpreneur Podcast with Seth Greene airs episode 1296 on Wednesday, June 24, with Troy Noonan. Troy Noonan shares how his early trading experiences led to the creation of Backpack Trader and to his philosophy of trading with structure, discipline, controlled risk, and lifestyle freedom. He also explains why traders need a proven trade plan, how to manage the emotional side of trading, and what it means to treat trading like a business rather than simply chasing individual wins.

Registered Investment Advisors Podcast with Seth Greene airs a bonus episode on Wednesday, June 24, with Henry Yoshida. Henry Yoshida discusses Rocket Dollar, the self-directed IRA platform he co-founded, and how investors can use retirement accounts to hold private and alternative assets, such as real estate, private credit, crypto, and private company shares. He also explains the growing demand for alternative investments, Rocket Dollar’s bring-your-own-deal model, strategic partnerships, and why asset location can matter as much as asset selection.

Business Insights: Supercharge Your Assets airs a bonus episode on 6/24 on with Tammi Caress. Tammi Caress, founder of Caress Law and a leading estate planning attorney, joins Seth Krussman to discuss how families and business owners can protect their wealth, reduce taxes, and create lasting legacies through thoughtful estate planning. The conversation explores common planning mistakes, trusts, special needs planning, business succession, charitable giving, and the critical role of coordination between attorneys, financial advisors, and CPAs.

See you next time!

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