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  • The Retirement Paycheck - Plant. Harvest. Prosper. Episode 53
    Sep 28 2026

    In Episode 53 of Plant. Harvest. Prosper., host Kellen Williams addresses a question he hears constantly from clients who have saved well for decades, including many engineers: how do you go from saving and investing to receiving income without a job? After 30 or 40 years of a paycheck that arrives on schedule, the next one has to be built on purpose, and it needs to last for decades instead of pay periods.

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    16 Min.
  • The Protection Move: Why the People Most Likely to Get Sued Are the Ones Who Prepared the Least - Plant. Harvest. Prosper. Episode 52
    Aug 31 2026

    In Episode 52 of Plant. Harvest. Prosper., host Kellen Williams turns to a topic that rarely gets clicks but carries some of the highest stakes in the series: asset protection. It's the planning layer that decides whether the wealth you spent decades building can survive a lawsuit, a car accident, a business dispute, or a divorce, none of which are always within your control.

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    13 Min.
  • The Concentration Trap: What a Signing Bonus, a Business Owner's Equity, and Executive Stock All Have in Common - Plant. Harvest. Prosper. Episode 51
    Jul 30 2026

    In Episode 51 of Plant. Harvest. Prosper., host Kellen Williams tackles one of the most misunderstood risks in wealth building: concentration. It's the force that creates nearly every great fortune, and the same force that quietly threatens to take a significant portion of it back.

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    15 Min.
  • Sudden Money, Slow Wisdom: Why Windfalls Require a Different Kind of Team Plant. Harvest. Prosper. Episode 49
    May 28 2026

    In this episode of Plant. Harvest. Prosper., host Kellen Williams breaks down what really happens in the first 90 days after a sudden money event and why the families who keep their wealth are almost never the ones with the flashiest investment ideas or the savviest dealmaking instincts.

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    18 Min.
  • The $5 Million Lesson — What a Morgan Stanley Fraud Case Teaches Every Investor Plant. Harvest. Prosper. Episode 48
    Apr 29 2026

    In this episode of Plant. Harvest. Prosper., host Kellen Williams unpacks the recent conviction of a former Morgan Stanley advisor who defrauded three NBA players out of more than $5 million and explains why the structural gaps behind that case are quietly draining wealth from ordinary households every day.

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    16 Min.
  • War, Oil, and Volatility — What Does It All Mean for Investors? Plant. Harvest. Prosper. Episode 47
    Mar 30 2026

    In this episode of Plant. Harvest. Prosper., Josiah Martin steps back from the noise to focus on what actually matters for long-term investors.

    Rather than reacting to daily news cycles, this conversation centers on perspective, discipline, and understanding how markets have historically behaved during uncertain times.

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    Noch nicht bekannt
  • Trump Accounts: Opportunity or Overhyped? Plant. Harvest. Prosper. Episode 46
    Feb 27 2026

    In this episode of Plant. Harvest. Prosper., Josiah Martin breaks down the newly announced “Trump Accounts,” set to launch July 4, 2026. While the name has sparked plenty of conversation, the more important discussion is this: How do these accounts actually work — and where do they fit in a family’s financial plan?

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    11 Min.
  • Why Global Diversification Matters Now More Than Ever with CEO, David Witter Plant. Harvest.Prosper. Episode 45
    Jan 30 2026

    In this episode, Kellen Williams, CFP®, sits down with David Witter, Founder and CEO of Financial Harvest Wealth Advisors, to unpack why global diversification matters now more than ever.

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    17 Min.