This is a highlight episode.

Three guests. Three completely different relationships with money. All of them more honest than they probably planned to be.

Neil Patel wrote a blog post in 2014 saying he could be happy on $15,000 a month. He meant it. We brought him on to find out how that became $200,000 a month — and where it actually goes. The answer involves $35,000 in bed sheets, four homes in Beverly Hills, and donations that dwarf his actual lifestyle spend.

Hank — not his real name — built a $3 billion cell phone distribution company, exited in 1996 for $60 million, and eventually found himself standing inside a 24,000 square foot house wondering how it happened. He paid $10 million. Cash. No mortgage. And runs it like a part-time job. He never says his net worth. He doesn't have to.

Taylor Adams grew up in a Los Angeles family with over a billion dollars in assets going back to the 1890s. Got sober at 26. Now helps wealthy families avoid destroying what the first generation built. He has a framework for how that destruction happens. He calls it the Four Horsemen. Every one of them sounds like good advice.

Three clips. Three moments worth rewinding.

This is MoneyWise.

FEATURED GUESTS

Neil Patel — Founder, Neil Patel Digital & Crazy Egg
Hank — Anonymous. Cell phone distribution. $60M exit. 24,000 sq ft.
Taylor Adams — Founder, Belief Partners. Fourth-generation family wealth.

ABOUT MONEYWISE

MoneyWise is a Hampton podcast about what wealthy founders actually do with their money. Not how they made it — what they do after. Real numbers. Real allocation. Real feelings about wealth. Hosted by Daniel Berk.

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$200k/Month, a 24,000 Sq Ft House, and a Billion-Dollar Trust. Our Best Moments.

Moneywise