Tricks of the Rich Thu, 12 Mar 2026 11:13:26 -0400 http://www.tricksoftherich.com en-us © 2026 Tricks of the Rich yes e9382795-b4c0-5eee-9183-98a6946e3b5d Wynott Partners, LLC serial false Buzzsprout (https://www.buzzsprout.com) financial education, personal finance, money, financial literacy, financial basics, budgeting, real estate, investing, real estate investing, bigger pockets, connected investors Wynott Partners, LLC https://storage.buzzsprout.com/bdhja72nnf15lffsua2wx0uxshtn?.jpg Tricks of the Rich http://www.tricksoftherich.com SHOCKING! Top Estate Planner Claims: "Most Taxes are Optional" SHOCKING! Top Estate Planner Claims: "Most Taxes are Optional" Wynott Partners, LLC Buzzsprout-8386175 Thu, 22 Apr 2021 13:00:00 -0700 3530 estate planning, financial advice, planning for death, last will and testament, preparing a will, capital gains taxes, depreciating assets, adjusting cost basis, income property, inheritance taxes, gift taxes 1 20 full false 10 out of 10 People Die...Estate Planning is a MUST!! 10 out of 10 People Die...Estate Planning is a MUST!! Wynott Partners, LLC Buzzsprout-8284864 Tue, 06 Apr 2021 15:00:00 -0700 4235 estate planning, financial advice, planning for death, last will and testament, preparing a will 1 19 full false Pay For A Better Divorce, to Save Money (Yep!) Pay For A Better Divorce, to Save Money (Yep!) https://tricksoftherich.com/ Wynott Partners, LLC Buzzsprout-8062653 Tue, 02 Mar 2021 12:00:00 -0800 3021 divorce, family law, divorce attorney, divorce advice, divorce checklist, divorce counselor, financial advice, financial planning, estate planning, child custody, getting divorced, collaborative divorce, money in divorce, children in divorce 1 18 full false Coaching Makes Rich Folks More Productive Coaching Makes Rich Folks More Productive Most of us have friends, family members, colleagues and business partners who could benefit from a coach to live life at a higher, more productive level. You might think that it isn't necessary because they have you...and you give good advice for free! While untrained "coaches" can certainly provide help, you can get a special level of guidance from a professional. Rich people do! The pros aren't friendly "yes people." They are skilled experts who can help you, your loved ones and business partners establish healthy habits and routines for a better work/life balance. Join us in this episode, together with my co-host and business partner Denise Pham, and our special guest Christoph Nauer, Business Coach, Life Coach, and founder of Balance6, to learn some of what rich people pay people big bucks to tell them.

]]> Most of us have friends, family members, colleagues and business partners who could benefit from a coach to live life at a higher, more productive level. You might think that it isn't necessary because they have you...and you give good advice for free! While untrained "coaches" can certainly provide help, you can get a special level of guidance from a professional. Rich people do! The pros aren't friendly "yes people." They are skilled experts who can help you, your loved ones and business partners establish healthy habits and routines for a better work/life balance. Join us in this episode, together with my co-host and business partner Denise Pham, and our special guest Christoph Nauer, Business Coach, Life Coach, and founder of Balance6, to learn some of what rich people pay people big bucks to tell them.

]]> Wynott Partners, LLC Buzzsprout-8022969 Wed, 24 Feb 2021 10:00:00 -0800 3455 coaching, life coach, achieving balance, business coach, how to be more productive, productivity coach, work life balance 1 17 full false So You're Getting Divorced...What To Do First So You're Getting Divorced...What To Do First Navigating a divorce is challenging not only emotionally, but financially. Given the legal wranglings, emotional stress and psychological impact involved in ending a marriage, people going through the  process may neglect to take action to ensure their  financial well-being. We have a special guest in this episode's hot seat, Beth Proudfoot, a Divorce Counselor that specializes in Collaborative Divorce. Beth, Denise and Clay will help people preparing for divorce to identify the right approach for them, and give them advice on how to set themselves up for success through the process. About 45% of marriages end in divorce, so no one is alone in this! Let's learn from each other!

]]> Navigating a divorce is challenging not only emotionally, but financially. Given the legal wranglings, emotional stress and psychological impact involved in ending a marriage, people going through the  process may neglect to take action to ensure their  financial well-being. We have a special guest in this episode's hot seat, Beth Proudfoot, a Divorce Counselor that specializes in Collaborative Divorce. Beth, Denise and Clay will help people preparing for divorce to identify the right approach for them, and give them advice on how to set themselves up for success through the process. About 45% of marriages end in divorce, so no one is alone in this! Let's learn from each other!

]]> https://tricksoftherich.com/ Beth Proudfoot, Denise Pham, Clay Smudsky Buzzsprout-7821046 Thu, 11 Feb 2021 19:00:00 -0800 4125 divorce, family law, divorce attorney, divorce advice, divorce checklist, divorce counselor, financial advice, financial planning, estate planning, child custody, getting divorced 1 16 full false If You Have a BODY, You NEED an Estate Plan! Here's a Crash Course If You Have a BODY, You NEED an Estate Plan! Here's a Crash Course How should I take title when I buy my house? (What the heck is title?) Should I put my house in a trust? (What the heck is a trust?!) How much insurance do I need? How do I make sure my ex-wife's estranged adult children don't inherit the home I just bought with my finance? Could I be a millionaire, and not know it? Listen and learn.

]]> How should I take title when I buy my house? (What the heck is title?) Should I put my house in a trust? (What the heck is a trust?!) How much insurance do I need? How do I make sure my ex-wife's estranged adult children don't inherit the home I just bought with my finance? Could I be a millionaire, and not know it? Listen and learn.

]]> https://www.tricksoftherich.com/ Wynott Partners, LLC Buzzsprout-6926939 Sat, 19 Dec 2020 15:00:00 -0800 4155 estate planning, trust management, financial advice, asset protection, legal advice, wills and trusts, life insurance, 1 15 full false BIG News for Homeowners - CA's Prop 19 Passed! What Does It All MEAN!?? BIG News for Homeowners - CA's Prop 19 Passed! What Does It All MEAN!?? Do you struggle to understand the intricacies of Prop 19? You're in luck! Because in today's episode, we're grilling two of our favorite experts, Denise and Joel to catch us up and help us better understand Prop 19.  No details spared! 

]]> Do you struggle to understand the intricacies of Prop 19? You're in luck! Because in today's episode, we're grilling two of our favorite experts, Denise and Joel to catch us up and help us better understand Prop 19.  No details spared! 

]]> https://www.tricksoftherich.com/ Wynott Partners, LLC Buzzsprout-6742258 Mon, 07 Dec 2020 16:00:00 -0800 3903 prop 19, estate, estate attorney, trust protection, real estate, law, property tax, 1 14 full false Your Car...Probably Your Second Most Expensive Thing Your Car...Probably Your Second Most Expensive Thing Most normals spend the largest portion of their income on housing, and the second largest chunk on transportation...which often means a car. It's worth understanding some things about the economy of car buying and ownership! 

Zack of Walnut Creek Honda is our guest, answering a lot of questions about the topic.

Should I buy or lease? Are warranties a scam? Does "Certified Pre-Owned" just mean "used cars for rich people?" Does a salesperson assume I'm buying if I agree to sit at a table with him and he brings me a water? Do Finance Managers rub their hands together and cackle when they see we have good credit?

Listen and learn!

]]> Most normals spend the largest portion of their income on housing, and the second largest chunk on transportation...which often means a car. It's worth understanding some things about the economy of car buying and ownership! 

Zack of Walnut Creek Honda is our guest, answering a lot of questions about the topic.

Should I buy or lease? Are warranties a scam? Does "Certified Pre-Owned" just mean "used cars for rich people?" Does a salesperson assume I'm buying if I agree to sit at a table with him and he brings me a water? Do Finance Managers rub their hands together and cackle when they see we have good credit?

Listen and learn!

]]> Wynott Partners, LLC Buzzsprout-6573481 Thu, 26 Nov 2020 19:00:00 -0800 2902 car insurance, car ownership, used vs. new, car lease, consumers' demand, 1 13 full false Real Estate 102 - Use It, Don't Lose It...Protect Your Property..."NO REGERTS!" Real Estate 102 - Use It, Don't Lose It...Protect Your Property..."NO REGERTS!" Our experts, Realtor Denise and Estate Attorney Joel, are here to keep you from making DIRE mistakes when buying, owning, and selling real estate...mistakes which are DANGEROUSLY EASY to make! If you aren't in a mild panic after listening to this, you should either be proud you've already protected yourself from potential disaster, or you should check your pulse. An errant checkmark or missing piece of paperwork could easily cost you and your family hundreds of thousands of dollars! You NEED to get your stuff in order.

Most people don't know what they don't know...and they don't know how much they have to lose...but the stakes couldn't be higher! Even if you hate this podcast, you should listen to this episode for important advice and terrifying cautionary tales. 

How should I take title when I buy my house? (What the heck is title?) Should I put my house in a trust? (What the heck is a trust?!) How much insurance do I need? How do I make sure my ex-wife's estranged adult children don't inherit the home I just bought with my finance? Could I be a millionaire, and not know it? Listen and learn.

]]> Our experts, Realtor Denise and Estate Attorney Joel, are here to keep you from making DIRE mistakes when buying, owning, and selling real estate...mistakes which are DANGEROUSLY EASY to make! If you aren't in a mild panic after listening to this, you should either be proud you've already protected yourself from potential disaster, or you should check your pulse. An errant checkmark or missing piece of paperwork could easily cost you and your family hundreds of thousands of dollars! You NEED to get your stuff in order.

Most people don't know what they don't know...and they don't know how much they have to lose...but the stakes couldn't be higher! Even if you hate this podcast, you should listen to this episode for important advice and terrifying cautionary tales. 

How should I take title when I buy my house? (What the heck is title?) Should I put my house in a trust? (What the heck is a trust?!) How much insurance do I need? How do I make sure my ex-wife's estranged adult children don't inherit the home I just bought with my finance? Could I be a millionaire, and not know it? Listen and learn.

]]> https://tricksoftherich.com/ Wynott Partners, LLC Buzzsprout-5833654 Sat, 10 Oct 2020 15:00:00 -0700 4512 estate planning, financial advice, planning for death, last will and testament, preparing a will, how to hold title, living trusts, protecting your estate 1 11 full false Real Estate 101 - Would You, Could You, Should You Buy It? Real Estate 101 - Would You, Could You, Should You Buy It? Today I'm grilling Real Estate Guru Denise and Financial Guru Clay to learn what's so great about owning a home, or owning property as an investment...and what's so not-great about it. It's not practical - or possible - for everybody, but it can help people "save" money and build wealth due to its tax advantages and the potential of real estate to rise in value. 

Listen to hear pros, cons, warnings, ideas, and insights from experts who have helped clients make decisions in hundreds of different scenarios...and get tips for how to prepare or move forward if it interests you. If you already own real estate and are contemplating expanding your empire, it's a great "refresher course" and confidence-builder!

]]> Today I'm grilling Real Estate Guru Denise and Financial Guru Clay to learn what's so great about owning a home, or owning property as an investment...and what's so not-great about it. It's not practical - or possible - for everybody, but it can help people "save" money and build wealth due to its tax advantages and the potential of real estate to rise in value. 

Listen to hear pros, cons, warnings, ideas, and insights from experts who have helped clients make decisions in hundreds of different scenarios...and get tips for how to prepare or move forward if it interests you. If you already own real estate and are contemplating expanding your empire, it's a great "refresher course" and confidence-builder!

]]> https://tricksoftherich.com/ Wynott Partners, LLC Buzzsprout-5833618 Sat, 10 Oct 2020 15:00:00 -0700 4338 real estate, real estate investing, buying a home, home ownership, rent vs buy, should I buy my home, real estate agent, realtor advice, financial advice, financial advisor, how to build wealth 1 10 full false Joel and Jen Make an Estate Plan! - Part 3 Joel and Jen Make an Estate Plan! - Part 3 Let's adult! (Yes, that's a verb!!) Joel helps Jen work on her estate plan, so her assets (meager as they may be) are managed and her family is provided for, in the event of her passing (knock on wood). This is Part 1 of a 3-part "miniseries" that will document what it's like to put together an estate plan, from beginning to end.

]]> Let's adult! (Yes, that's a verb!!) Joel helps Jen work on her estate plan, so her assets (meager as they may be) are managed and her family is provided for, in the event of her passing (knock on wood). This is Part 1 of a 3-part "miniseries" that will document what it's like to put together an estate plan, from beginning to end.

]]> https://tricksoftherich.com/ Wynott Partners, LLC Buzzsprout-5643838 Mon, 28 Sep 2020 12:00:00 -0700 2287 estate planning, financial advice, planning for death, last will and testament, preparing a will, life insurance 1 7 full false The Second-Toughest "B" Word...BUDGETING. Part 2 of 2. The Second-Toughest "B" Word...BUDGETING. Part 2 of 2. A large part of every adult person's life is BUDGETING, but you wouldn't know it by what's taught in schools. A lot of us normals graduated from high school unprepared for the financial realities that adulthood brings. Technology has spawned tools that help us budget, but even more technology that makes it easier to spend. Almost everything can be purchased within 5 clicks on the Internet, and there's no paper trail or offline evidence to heighten your awareness of your habits. 

More than ever, we need to control our money mindset and spending habits...beginning with understanding the difference between wants and needs.

You may rich people are spared the headaches and oppression of budgeting...but budgeting is one of the primary tricks to becoming and staying rich. Learn to embrace it for a more secure life, which, counterintuitively, creates more FREEDOM.

]]> A large part of every adult person's life is BUDGETING, but you wouldn't know it by what's taught in schools. A lot of us normals graduated from high school unprepared for the financial realities that adulthood brings. Technology has spawned tools that help us budget, but even more technology that makes it easier to spend. Almost everything can be purchased within 5 clicks on the Internet, and there's no paper trail or offline evidence to heighten your awareness of your habits. 

More than ever, we need to control our money mindset and spending habits...beginning with understanding the difference between wants and needs.

You may rich people are spared the headaches and oppression of budgeting...but budgeting is one of the primary tricks to becoming and staying rich. Learn to embrace it for a more secure life, which, counterintuitively, creates more FREEDOM.

]]> https://tricksoftherich.com/ Wynott Partners, LLC Buzzsprout-5643691 Mon, 28 Sep 2020 12:00:00 -0700 2661 budgeting, creating a budget, financial planning, financial freedom, financial literacy, build wealth 1 9 full false The Second-Toughest "B" Word...BUDGETING. Part 1 of 2. The Second-Toughest "B" Word...BUDGETING. Part 1 of 2. A large part of every adult person's life is BUDGETING, but you wouldn't know it by what's taught in schools. A lot of us normies graduated from high school unprepared for the financial realities that adulthood brings. Technology has spawned tools that help us budget, but even more technology that makes it easier to spend. Almost everything can be purchased within 5 clicks on the Internet, and there's no paper trail or offline evidence to heighten your awareness of your habits. 

More than ever, we need to control our money mindset and spending habits...beginning with understanding the difference between wants and needs.

You may think rich people are spared the headaches and oppression of budgeting...but budgeting is one of the primary tricks to becoming and staying rich. Learn to embrace it for a more secure life, which, counterintuitively, creates more FREEDOM.

]]> A large part of every adult person's life is BUDGETING, but you wouldn't know it by what's taught in schools. A lot of us normies graduated from high school unprepared for the financial realities that adulthood brings. Technology has spawned tools that help us budget, but even more technology that makes it easier to spend. Almost everything can be purchased within 5 clicks on the Internet, and there's no paper trail or offline evidence to heighten your awareness of your habits. 

More than ever, we need to control our money mindset and spending habits...beginning with understanding the difference between wants and needs.

You may think rich people are spared the headaches and oppression of budgeting...but budgeting is one of the primary tricks to becoming and staying rich. Learn to embrace it for a more secure life, which, counterintuitively, creates more FREEDOM.

]]> https://tricksoftherich.com/ Wynott Partners, LLC Buzzsprout-5643658 Mon, 28 Sep 2020 12:00:00 -0700 3033 budgeting, creating a budget, financial planning, financial freedom, financial literacy, build wealth 1 8 full false Joel and Jen Make an Estate Plan! - Part 2 Joel and Jen Make an Estate Plan! - Part 2 Let's adult! (Yes, that's a verb!!) Joel helps Jen work on her estate plan, so her assets (meager as they may be) are managed and her family is provided for, in the event of her passing (knock on wood). This is Part 2 of a 3-part "miniseries" that will document what it's like to put together an estate plan, from beginning to end.

]]> Let's adult! (Yes, that's a verb!!) Joel helps Jen work on her estate plan, so her assets (meager as they may be) are managed and her family is provided for, in the event of her passing (knock on wood). This is Part 2 of a 3-part "miniseries" that will document what it's like to put together an estate plan, from beginning to end.

]]> https://tricksoftherich.com/ Wynott Partners, LLC Buzzsprout-5577292 Wed, 23 Sep 2020 15:00:00 -0700 1558 estate planning, financial advice, planning for death, last will and testament, preparing a will, estate planning, financial advice, planning for death, last will and testament, preparing a will, life insurance 1 6 full false Joel and Jen Make an Estate Plan! - Part 1 Joel and Jen Make an Estate Plan! - Part 1 Let's adult! (Yes, that's a verb!!) Joel helps Jen work on her estate plan, so her assets (meager as they may be) are managed and her family is provided for, in the event of her passing (knock on wood). This is Part 1 of a 3-part "miniseries" that will document what it's like to put together an estate plan, from beginning to end.

]]> Let's adult! (Yes, that's a verb!!) Joel helps Jen work on her estate plan, so her assets (meager as they may be) are managed and her family is provided for, in the event of her passing (knock on wood). This is Part 1 of a 3-part "miniseries" that will document what it's like to put together an estate plan, from beginning to end.

]]> https://tricksoftherich.com/ Tricks of the Rich Buzzsprout-5539063 Mon, 21 Sep 2020 12:00:00 -0700 2446 estate planning, financial advice, planning for death, last will and testament, preparing a will, life insurance 1 5 full false Trusts, Real Estate, Stocks, Rates, Leverage SUPERCHAT Trusts, Real Estate, Stocks, Rates, Leverage SUPERCHAT We got carried away the last time we recorded, and our last show was already almost too long...so consider this an "epilogue!" Our money magi kept talking about a constellation of important financial issues, and we wanted to share the highlights with you.

]]> We got carried away the last time we recorded, and our last show was already almost too long...so consider this an "epilogue!" Our money magi kept talking about a constellation of important financial issues, and we wanted to share the highlights with you.

]]> Buzzsprout-5300911 Fri, 04 Sep 2020 13:00:00 -0700 1530 stocks, real estate, trusts, financial literacy, asset control, retirement planning, estate planning, investing, 1 4 bonus false What Experts Make Sure Their Rich Clients Know What Experts Make Sure Their Rich Clients Know Our financial advisor, realtor, and estate planning expert share what they make SURE their clients know, from their very first meeting together. 

]]> Our financial advisor, realtor, and estate planning expert share what they make SURE their clients know, from their very first meeting together. 

]]> https://tricksoftherich.com/ Jen, Joel, Clay, and Tiffany Buzzsprout-5289429 Thu, 03 Sep 2020 19:00:00 -0700 4498 financial goals, life insurance, insurance, long-term care insurance, financial advice, investing, build wealth, get rich, financial literacy, financial education, equity, expert advice 1 3 full false Your Relationship with Money...Friend or Foe? Your Relationship with Money...Friend or Foe? Let's dig into the hangups and obstacles people have around understanding, earning, and mastering money, so we can eliminate them!

There's a lot of mystery and emotion around money...most people have a love/hate relationship with it. Alongside positives like opportunity, ambition, freedom and abundance, you see negatives like greed, materialism, insecurity and shame...where are you on the spectrum, and where do you want to be?

]]> Let's dig into the hangups and obstacles people have around understanding, earning, and mastering money, so we can eliminate them!

There's a lot of mystery and emotion around money...most people have a love/hate relationship with it. Alongside positives like opportunity, ambition, freedom and abundance, you see negatives like greed, materialism, insecurity and shame...where are you on the spectrum, and where do you want to be?

]]> http://www.tricksoftherich.com Jen, Tiffany, Joel, and Clay Buzzsprout-5164012 Wed, 26 Aug 2020 15:00:00 -0700 3172 millionaire mindset, smart investment, build wealth, real estate, financial goals, financial literacy, financial education, 1 2 full false Introducing the "Trick$ of the Rich!" Introducing the "Trick$ of the Rich!" "Rich people don't work for their money - their money works for them."
​This is true...and it doesn't seem fair. But this is GOOD NEWS, because it can also be true for YOU!​

We grew up feeling like financial underdogs...like we'd always have to struggle and worry about money, no matter how hard we worked or how smart we became. 

We're in our forties now. And we've come a loooong way! But we know there's more we could be doing...and we can't stand the FOMO any more. We don't want to be financial underachievers for the rest of our lives!

Learn along with us, as we grill our expert guest speakers. Learn the financial and lifestyle "hacks" that can change your mindset and your life, and create a legacy of wealth for your family. (AND enjoy it, too!)

​​Our goal? To start understanding and managing our money like the wealthy do...so we can buy the silver spoons we weren't born with...if we so choose.

]]> "Rich people don't work for their money - their money works for them."
​This is true...and it doesn't seem fair. But this is GOOD NEWS, because it can also be true for YOU!​

We grew up feeling like financial underdogs...like we'd always have to struggle and worry about money, no matter how hard we worked or how smart we became. 

We're in our forties now. And we've come a loooong way! But we know there's more we could be doing...and we can't stand the FOMO any more. We don't want to be financial underachievers for the rest of our lives!

Learn along with us, as we grill our expert guest speakers. Learn the financial and lifestyle "hacks" that can change your mindset and your life, and create a legacy of wealth for your family. (AND enjoy it, too!)

​​Our goal? To start understanding and managing our money like the wealthy do...so we can buy the silver spoons we weren't born with...if we so choose.

]]> https://www.tricksoftherich.com/ Jen, Tiffany, Joel, and Clay Buzzsprout-5166439 Tue, 25 Aug 2020 17:00:00 -0700 3365 financial experts, expert advice, build wealth, free money, millionaire mindset, estate plan, financial goals, financial literacy, financial planning, financial freedom 1 1 full false