Best Rocky Lalvani Podcasts (2025)

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Navigating Change: A Physician’s Journey to Financial Freedom with Dr. Sabharwal 24:25

1d ago24:25

24:25

Send us a text Dive into an inspiring episode that chronicles the life journey of Dr. Sabharwal, a dedicated physician who broke barriers to shift his career from clinical work to entrepreneurship through real estate investing. Discover the unique challenges international medical graduates face as they adjust to the U.S. healthcare system, while ex…

1
Ep 430 The Inner Journey with Seth Spears 1:03:03

2d ago1:03:03

1:03:03

The Inner Journey In this episode of Richer Soul, we welcome Seth Spears, a business strategist and entrepreneur with a passion for purpose-driven ventures. Seth shares his journey growing up in a large, homeschooled family, the early money lessons that shaped his mindset, and his evolution from hard work to smart wealth creation. He delves into en…

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Navigating Wealth With Transparency and Trust With Brian Thorp 36:10

3d ago36:10

36:10

Brian Thorp is the Founder, CEO, and Editor-in-Chief of Wealthtender, the industry's first SEC-compliant online review platform for financial advisors and a leading independent financial advisor directory. Under his leadership, the company has become a vital resource for half a million consumers annually, helping them connect with knowledgeable fin…

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Ep 429 Living Authentically with Brian Bogert 1:06:24

9d ago1:06:24

1:06:24

Living Authentically In this episode of Richer Soul, we welcome Brian Bogert, a human behavior and performance coach, business strategist, and speaker. Brian’s journey is one of resilience, transformation, and intentionality. After a traumatic injury at age seven, he learned how to embrace pain to avoid suffering—a philosophy he now teaches to help…

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[AI Series] Transforming Client Onboarding With AI With Peter Dun 35:22

10d ago35:22

35:22

Peter Dun is the Co-Founder and CEO of Feathery, a company specializing in developing form-building solutions for developers and product teams. At Feathery, he leverages cutting-edge AI and no-code technologies to provide wealth managers with flexible and personalized onboarding tools that seamlessly integrate with their tech stack. With a backgrou…

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Unlocking New Levels of Growth and Fulfillment with Dr. Shai Efrati, MD 42:36

15d ago42:36

42:36

Send us a text What if unlocking the full potential of physicians goes beyond medicine? Join us in an engaging discussion with Dr. Shai Efrati, as we uncover the secrets to enhancing efficiency and peak performance in the demanding world of healthcare. We explore the often-overlooked roles physicians play and how the drive to surpass "normal" bench…

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Ep 428 F Happiness with Shawn Leon Nowotnik 1:00:14

16d ago1:00:14

1:00:14

F Happiness In this episode of Richer Soul, we welcome Shawn Nowotnik, a therapist, author, artist, and filmmaker. After the devastating loss of his son to suicide, Shawn embarked on a deep exploration of mental health, addiction, and the pursuit of meaning. His insights challenge the conventional idea that happiness is the ultimate goal in life. I…

1
[Perspective Series] Storytelling Secrets for Business Growth With Kyle Gray 43:34

17d ago43:34

43:34

Kyle Gray is the CEO and Story Strategist of The Story Engine, a company specializing in helping coaches, startups, and executives use storytelling to improve communication and sales effectiveness. He has authored books and developed strategies that combine timeless storytelling with cutting-edge marketing techniques, ensuring that his clients can …

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Ep 427 Life As A Masterpiece with Cathy Christen 1:03:54

23d ago1:03:54

1:03:54

Life As A Masterpiece In this episode of Richer Soul, we dive into the inspiring journey of Cathy Christen, a serial entrepreneur, speaker, and executive business coach who is passionate about helping others craft a "Life by Design." Cathy shares her personal growth story, how she overcame early money mindsets, and how she now empowers women throug…

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Empowering Advisors With the Gift of Time With Rich Whalen 35:19

24d ago35:19

35:19

Rich Whalen is the Vice President of Technology Strategy and Execution at Equity Services Inc., a broker-dealer and registered investment adviser member company of National Life Group. Equity Services Inc. creates confidence in the financial future of its clients by supporting financial advisors with innovative technology solutions. Since joining t…

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Healing Trauma and Empowering Lives with Emotional Freedom Technique with Dr. Jill Wener, MD 29:30

29d ago29:30

29:30

Send us a text Emotional Freedom Technique (EFT), or tapping, offers physicians a powerful tool to process trauma and emotional stress. Dr. Jill Wener, MD shares insights on how tapping integrates easily into medical practice, emphasizing vulnerability, self-compassion, and effective stress management. • Introduction to Emotional Freedom Technique …

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#138: Understanding Money Trauma and Cultivating Healthy Financial Habits with Shannah Game 32:34

29d ago32:34

32:34

On this episode of 'Do More With Your Money,' T.J. van Gerven chats with Certified Financial Planner and money expert Shannah Game. Shannah, who hosts the successful podcast 'Everyone's Talking Money' and authored 'Unraveling Your Relationship With Money,' shares insights from her career on financial planning and education. The discussion delves in…

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Ep 426 Can You Be Reasonably Happy with Paul Ollinger 1:02:05

1M ago1:02:05

1:02:05

Can You Be Reasonably Happy In this episode of Richer Soul, I had the privilege of speaking with Paul Ollinger, a stand-up comedian, podcast host, and author who left a lucrative career at Facebook to chase his dream of comedy. Through his podcast, Reasonably Happy, Paul explores the interplay between money, happiness, work, and purpose. His life j…

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Unlocking Capital Efficiency for Advisors With Andrew J. Evans 38:27

1M ago38:27

38:27

Andrew J. Evans is the CEO of Rossby Financial, which offers advisors a platform for market accessibility, digital transformation, leadership, and acquisition opportunities. Under his leadership, Rossby Financial has streamlined operations, allowing advisors to achieve net incomes as high as 95% after expenses, significantly improving their financi…

1
Ep 425 Surges Of Income with Chris Moore 1:05:37

1M ago1:05:37

1:05:37

Surges Of Income In this episode of Richer Soul, we welcome Chris Moore, a property investor, entrepreneur, and business development consultant. Chris’s journey from a hardworking entrepreneurial family to becoming a successful author and digital marketing expert is full of insightful lessons on growth, resilience, and wealth creation. His reflecti…

1
Redefining Financial Guidance in Times of Transition With Rob Sweas 34:02

1M ago34:02

34:02

Rob Sweas is a Certified Financial Planner at Arete Wealth, a financial advisor firm headquartered in Chicago. He began his financial planning career in 2007, working with his father until his untimely passing in 2012. Rob helps clients through significant life transitions, leveraging his personal and professional experience to offer guidance and b…

1
Balancing Parenthood and Entrepreneurship: Bob Shami's Inspiring Journey 37:46

1M ago37:46

37:46

Send us a text Bob Shami shares his experience navigating the chaotic world of entrepreneurship while raising a family, emphasizing the importance of bootstrapping and personal accountability. He challenges the notion that success depends solely on funding, advocating for a focus on developing valuable products and maintaining a positive mindset th…

1
Balancing Brain Chemistry for Mental Clarity with Dr. Scott Sherr 34:29

1M ago34:29

34:29

Send us a text In this episode, we explore the importance of self-care among physicians and the crucial role that maintaining GABA levels plays in mental health. Dr. Scott Sherr discusses innovative methods to optimize health through the lens of Health Optimization Medicine, stressing the need for healthcare professionals to focus on their well-bei…

1
Ep 424 Embody: Feel, Heal, and Transform Your Life through Movement with Toni Bergins 58:00

1M ago58:00

58:00

Embody: Feel, Heal, and Transform Your Life through Movement In this episode of Richer Soul, Rocky Lalvani welcomes Toni Bergins, M.Ed., an embodiment trailblazer and creator of JourneyDance. Toni shares her deeply personal journey of self-discovery, healing, and how movement transformed her life. From growing up in a household where money was a so…

1
The Art of Effortless Wealth Recovery With Mike Betz 34:45

2M ago34:45

34:45

Mike Betz is the General Manager at 11thEstate, a company specializing in processing securities class action recoveries for advisors and their clients. With over 20 years of experience in wealth management, he is a certified financial planner and has served on advisory boards for prominent financial firms like Morningstar and Orion. Known for his e…

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Ep 423 Creating Intentional Life Focus with Dave Lubelczyk 55:20

2M ago55:20

55:20

Creating Intentional Life Focus In this episode of Richer Soul, Dave Lubelczyk, also known for the "The Focus Turbine," joined us to discuss how to align your actions with your deeper motivations to create a life of fulfillment and success. Drawing from his expertise in leveraging the brain’s focus systems, Dave shared invaluable insights on living…

1
Mastering Profit First Method With Rocky Lalvani 41:26

2M ago41:26

41:26

Rocky Lalvani is a Profit First Professional and the Fractional Chief Probability Officer at Profit Comes First, where he helps entrepreneurs and small business owners grow their companies profitably. Certified in the Profit First method, Rocky develops the strategies and models his clients need to maximize their profit potential. Rocky is also the…

1
Building Wealth in Medicine: A Conversation with Rocky Lalvani 45:17

2M ago45:17

45:17

Send us a text In this episode of The Worthy Physician, host Dr. Sapna Shah-Haque speaks with finance expert Rocky Lalvani about the critical yet often neglected topic of financial literacy for physicians. They delve into the lack of financial education in medical training, the struggles of managing finances as a physician, and the importance of us…

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Ep 422 The Purpose Code How to Unlock Meaning, Maximize Happiness, and Leave a Lasting Legacy with Jordan Grumet 1:00:12

2M ago1:00:12

1:00:12

The Purpose Code How to Unlock Meaning, Maximize Happiness, and Leave a Lasting Legacy In this thought-provoking episode of Richer Soul, we reconnect with Jordan Grumet, a hospice doctor, financial expert, and acclaimed author of Taking Stock. Jordan shares his reflections after the release of his book and addresses a common paradox about purpose: …

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[100th Episode Special] Automating Paperwork Hassles With Cheryl Dillon 35:24

2M ago35:24

35:24

Cheryl Dillon is a pioneering technology entrepreneur and Co-founder of Quik!, a leader in forms automation and productivity solutions. Her journey began in the early 80s with a passion for computers and problem-solving, leading to the launch of Efficient Technology Inc. with her son Richard Walker in 1999. Cheryl helped grow Quik! by tackling pape…

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Crafting Success One Story at a Time 29:17

2M ago29:17

29:17

Send us a text J.D. Barker shares his extraordinary journey from a corporate job to becoming a multi-talented bestselling author and entrepreneur. His insights on risk-taking, creativity, and perseverance offer valuable lessons for aspiring writers and entrepreneurs alike. • Emphasizing the importance of recognizing and seizing opportunities • Disc…

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Ep 421 Turning the Microphone Around: A Deep Dive into Rocky Lalvani's Life Principles with Tyler Jefcoat 1:10:56

2M ago1:10:56

1:10:56

Turning the Microphone Around: A Deep Dive into Rocky Lalvani's Life Principles with Tyler Jefcoat This special episode of Richer Soul flips the script as Tyler Jeffcoat, a close friend of Rocky’s, takes the hosting reins to interview him. Tyler delves into Rocky's eight core guiding principles and how his perspectives have evolved over 400 episode…

1
Transforming Advisor Engagement Through AI With Spenser Segal 29:50

2M ago29:50

29:50

Spenser Segal is the Founder and CEO of ActiFi, a company that provides premier engagement solutions for advisors in the wealth management industry. He is recognized as one of the top 25 most influential people by Investment Advisor magazine and has over 20 years of experience in the financial services industry. Before ActiFi, Spenser held manageme…

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Ep 420 Optimizing Time and Money with Jen Goldman 59:14

2M ago59:14

59:14

Optimizing Time and Money In this episode of Richer Soul, we sit down with Jen Goldman, a seasoned business transformist with 30 years of experience in revolutionizing small to mid-size businesses. Jen shares her journey, insights on scaling businesses, and her unique frameworks that drive sustainable success. From mindset shifts to operational eff…

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[Author Series] Life and Money Alignment Secrets With Dr. Preston Cherry 39:47

2M ago39:47

39:47

Dr. Preston Cherry is the Founder and President of Concurrent Financial Planning, a company dedicated to aligning clients' wealth with their well-being. Recognized as one of the top financial advisors in the US by Investopedia, Dr. Cherry is a Certified Financial Planner™ professional and a Certified Financial Therapist™ who has made significant co…

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Finding Inspiration and Self-Worth in Medicine: Embracing Emotional and Personal Growth with Dr. Sarah Wittry, DO 48:21

3M ago48:21

48:21

Send us a text Imagine a world where routine tasks breathe new life into your day with purpose and passion. Join me, Dr. Sapna Shah-Haque, and Dr. Sarah Wittry, as we uncover the transformative journey of finding inspiration and self-reflection in medicine. Together, we explore how aligning our core values with our daily work can fuel both personal…

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Ep 419 Living Longer and Healthier with Erik Simms 1:00:59

3M ago1:00:59

1:00:59

Living Longer and Healthier On this episode of Richer Soul, we are joined by Dr. Erik Simms, a chiropractor with a passion for soft tissue and biomechanical movement restoration. Erik’s journey from a disciplined upbringing to becoming a sought-after practitioner showcases resilience, innovation, and dedication to helping others achieve physical an…

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Revolutionizing Fintech Sales Strategies With Wim Van Lerberghe 34:21

3M ago34:21

34:21

Wim Van Lerberghe is the Founder of Advintro, which provides outsourced fractional sales services for fintechs, helping them scale and grow their businesses. Before founding Advintro in 2019, he spent two decades in enterprise sales with prominent firms such as Penson and Pershing. Originally from Belgium, Wim's diverse career includes graduating f…

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Ep 418 Build A Life You Don’t Need a Vacation From! with Erin Bradley 1:04:30

3M ago1:04:30

1:04:30

Build A Life You Don’t Need a Vacation From! In this episode of Richer Soul, we welcome Erin Bradley, a speaker, trainer, bestselling author, and the host of Pursuing Freedom. Erin takes us on a journey through her evolving relationship with money, shaped by early family experiences, career challenges, and the pursuit of a life aligned with her val…

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The Six F Strategy for Success With Brett Gilliland 34:51

3M ago34:51

34:51

Brett Gilliland is the Co-founder and CEO of Visionary Wealth Advisors, an independent wealth management firm dedicated to providing world-class service to clients. He helps clients and financial advisors achieve their dreams with a unique focus on “F to the sixth power” principles. Additionally, Brett hosts the Circuit of Success podcast and serve…

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#137: Understanding the Tax Benefits of S Corp Elections vs. LLC with John Briggs 47:48

3M ago47:48

47:48

In this episode of "Do More With Your Money," T.J. van Gerven is joined by John Briggs, CEO of Incite Tax. John shares his entrepreneurial journey and insights into tax planning, client relationships, and the importance of understanding actual profits. Key topics include the benefits of electing S Corporation status for tax savings, the Qualified B…

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Ep 417 Embrace Your Imperfections to Become Your Authentic Self with Michael Thompson 1:02:34

3M ago1:02:34

1:02:34

Embrace Your Imperfections to Become Your Authentic Self In this enriching episode of Richer Soul, we welcome Michael Thompson, a career coach, lecturer, and author of the forthcoming book Shy by Design: 12 Timeless Principles to Quietly Stand Out. Michael’s journey from overcoming social anxiety to becoming a sought-after speaker is inspiring. He …

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Navigating Customer Experience To Unlock Customer Loyalty With Richard Weylman 38:08

3M ago38:08

38:08

Richard Weylman is the Founder of Richard Weylman, Inc., Weylman Consulting Group, and The Weylman Center. He delivers personalized, dynamic, and memorable presentations that educate, inspire, and help audience members elevate business performance. Richard is a keynote speaker inducted into the Professional Speaker Hall of Fame and a consultant and…

1
Navigating New Horizons: A Pediatric Endocrinologist's Journey from Clinical Practice to Chief Medical Officer in the Pharma Industry with Dr. Kreher, MD 20:41

3M ago20:41

20:41

Send us a text Join us for an enlightening discussion with Dr. Nerissa Kreher, a trailblazing pediatric endocrinologist who successfully transitioned from clinical practice to the pharmaceutical industry as a Chief Medical Officer. In this conversation, Dr. Kreher shares her invaluable experiences and highlights the essential role of networking in …

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Ep 416 Cultivating Resilience with Christa Camarillo 1:02:06

3M ago1:02:06

1:02:06

Cultivating Resilience In this episode of Richer Soul, Rocky Lalvani speaks with Christa Camarillo, who brings unique insights into financial responsibility and the shifting perceptions around spending. Growing up in a military family, Christa shares how her early lessons on budgeting and spending shaped her values. Her experiences reflect on the t…

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Transforming Cybersecurity for Businesses With Matthew Connor 35:05

3M ago35:05

35:05

Matthew Connor, Founder and CEO of CyberLynx, began his programming career at 12 while working for his father’s company as a coder. His passion led him to develop his own company, which focuses on offering premium IT services — specializing in protecting growing businesses from ransomware. CyberLynx, previously known as Your IT Department, continue…

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Ep 415 Unlocking Your Mind's Wealth Code with Dave Conway 1:02:27

4M ago1:02:27

1:02:27

Unlocking Your Mind's Wealth Code In this episode of Richer Soul, Rocky Lalvani sits down with Dave Conway, a leading mindset mentor and the founder of Conway Consulting. Dave shares his remarkable journey from being a carpenter to a successful entrepreneur, making $5,000 a month to over $550,000 a month. His transformation was guided by the power …

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Revolutionizing Fee Billing Systems for Advisors With Lacey Shrum 34:09

4M ago34:09

34:09

Lacey Shrum is the Founder and CEO of Smart Kx, a company dedicated to revolutionizing AUM fee billing for financial advisors through innovative technology solutions. With a background as an attorney and former Chief Compliance Officer, she has been featured in U.S. News & World Report for her insights on the growing responsibilities of financial a…

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Healing from Within: Dr. Archana Shrestha on Balancing Medicine, Motherhood, and Self-Care 37:44

4M ago37:44

37:44

Send us a text What if the path to healing others starts with healing yourself? Join us in our inspiring conversation with Dr. Archana Shrestha as she shares her heartfelt journey through the trials of medical training and the quest for wellness. We uncover the hidden struggles faced by physicians who, amidst the demands of their profession, often …

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Ep 414 Aim for the Uprights with Stu Crum 1:00:13

4M ago1:00:13

1:00:13

Aim for the Uprights In this episode of the Richer Soul podcast, Rocky Lalvani sits down with Stu Crum, a seasoned leader in the corporate world and former professional athlete. Stu shares his life journey, from playing college football to holding executive positions at Jiffy Lube and Bridgestone. Now, he’s an advocate of "Intentional Living," a co…

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Transforming Financial Advising With Simplicity and Tech With Adam Dell 34:54

4M ago34:54

34:54

Adam Dell is the Founder and CEO of Domain Money, a company dedicated to creating exceptional financial products that reshape the financial system and provide accessible, high-quality financial advice. Before establishing Domain Money, he was a partner at Goldman Sachs, where he served as the Head of Product for Marcus by Goldman Sachs. With a stro…

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#136: How Understanding Your Money Scripts Can Transform Your Financial Future with Yohance Harrison 47:40

4M ago47:40

47:40

Yohance Harrison, the founder of Money Script Wealth Management, joins T.J. van Gerven in this episode of "Do More With Your Money." Yohance shares his journey from financial hardship to becoming a chartered retirement planning counselor and behavioral financial advisor. The discussion delves into the importance of financial literacy, the concept o…

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Ep 413 Reframing Masculinity with Brad Golphenee 1:07:31

4M ago1:07:31

1:07:31

Reframing Masculinity In this episode of Richer Soul, Brad Golphenee, a men’s somatic coach and Director of Training & Education at Evryman shares his unique journey, his perspectives on personal growth, and his insights into the somatic healing process. Together, they explore the importance of connecting with one's body, healing from past traumas,…

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How Psychometrics Can Revolutionize Your Workforce With Jason P. Carroll 31:31

4M ago31:31

31:31

Jason P. Carroll is the Founder and CEO of Aptive Index, a company revolutionizing hiring and leadership through psychometric assessments and strategic advisory. As a seasoned entrepreneur, he successfully led Champion National Security from $24 million to $80 million in revenue and expanded its workforce from 800 to 2,500 employees in just seven y…

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Confronting Inner Demons, Ghouls and Goblins: Embracing Imperfection and Reclaiming Mental Peace 7:32

4M ago7:32

7:32

Send us a text Have you ever felt haunted by your own thoughts, especially during the stillness of the night? Join me, Dr. Sapna Shah Haque, on this special Halloween 2024 episode of The Worthy Physician as we confront the inner demons of self-doubt, perfectionism, and the relentless pursuit of flawlessness that often plague physicians. We'll explo…

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