Verdence Podcasts
Money. Markets. Mindset.

Fresh perspectives on markets, business, and the forces shaping wealth management.
How Richie Huffman Built a National Preschool Franchise

From the Ground Up

62:58

Ep 015 03-31-26

How Richie Huffman Built a National Preschool Franchise

Healthcare Investing: A Pulse Check with Matt Hellauer from PTX Capital

Alternate View

Ep 007 12-11-25

Healthcare Investing: A Pulse Check with Matt Hellauer from PTX Capital

40:19

Don Jones Turned Air Ambulance and Organ Transport a Multi-Million $$ Business

From the Ground Up

Ep 014 09-30-25

Don Jones Turned Air Ambulance and Organ Transport a Multi-Million $$ Business

59:58

Growing Wealth In Farmland Investing

Alternate View

Ep 006 09-17-25

Growing Wealth In Farmland Investing

40:56

Dillon Baxter is Switching the Plastic Narrative

From the Ground Up

Ep 013 08-28-25

Dillon Baxter is Switching the Plastic Narrative

45:53

What Is Mezzanine Capital? with Greg Barger from NewSpring Capital

Alternate View

Ep 005 05-08-25

What Is Mezzanine Capital? with Greg Barger from NewSpring Capital

40:15

Dennis Satyshur: Stories from Caves Valley, Golf Legends, and BMW's Return

From the Ground Up

Ep 012 07-29-25

Dennis Satyshur: Stories from Caves Valley, Golf Legends, and BMW's Return

65:37

Rethinking Structured Real Estate with Vik Uppal from Mavik Capital

Alternate View

Ep 004 01-16-25

Rethinking Structured Real Estate with Vik Uppal from Mavik Capital

38:46

Markets with Megan

Simplifying the numbers behind the economy turning complex data into clear, actionable insights for investors.

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From the Ground Up

Honest stories from founders and CEOs about the grit, risks, and resilience behind building and exiting.

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How Richie Huffman Built a National Preschool Franchise

62:58

How Richie Huffman Built a National Preschool Franchise

Ep 015 03-31-26
Don Jones Turned Air Ambulance and Organ Transport a Multi-Million $$ Business

59:58

Don Jones Turned Air Ambulance and Organ Transport a Multi-Million $$ Business

Ep 014 09-30-25
Dillon Baxter is Switching the Plastic Narrative

45:53

Dillon Baxter is Switching the Plastic Narrative

Ep 013 08-28-25
Dennis Satyshur: Stories from Caves Valley, Golf Legends, and BMW's Return

65:37

Dennis Satyshur: Stories from Caves Valley, Golf Legends, and BMW's Return

Ep 012 07-29-25
Paul Palmieri: AI's Next Big Wave Investing in the Future

73:10

Paul Palmieri: AI's Next Big Wave Investing in the Future

Ep 011 06-26-25
Cory Easton: How Confidio Founder Got 19 Offers & Nailed His Business Exit

48:04

Cory Easton: How Confidio Founder Got 19 Offers & Nailed His Business Exit

Ep 010 05-29-25
Dee Anna Sobczak: How to Scale a Business in a Competitive Industry

59:45

Dee Anna Sobczak: How to Scale a Business in a Competitive Industry

Ep 009 02-27-25
Mary Ann Scully Turned Big Dreams into Billions. How?

63:52

Mary Ann Scully Turned Big Dreams into Billions. How?

Ep 008 11-26-24

Alternate View

Candid conversations that reveal how private-market strategies work—and why they matter.

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Healthcare Investing: A Pulse Check with Matt Hellauer from PTX Capital

40:19

Healthcare Investing: A Pulse Check with Matt Hellauer from PTX Capital

Ep 007 12-11-25
Growing Wealth In Farmland Investing

40:56

Growing Wealth In Farmland Investing

Ep 006 09-17-25
What Is Mezzanine Capital? with Greg Barger from NewSpring Capital

40:15

What Is Mezzanine Capital? with Greg Barger from NewSpring Capital

Ep 005 05-08-25
Rethinking Structured Real Estate with Vik Uppal from Mavik Capital

38:46

Rethinking Structured Real Estate with Vik Uppal from Mavik Capital

Ep 004 01-16-25
Public vs Private Equity with Derrek Ransford from Pathway Capital

43:12

Public vs Private Equity with Derrek Ransford from Pathway Capital

Ep 003 11-14-24
Understanding Infrastructure's Role in Alternative Investments with Nick Moller from JP Morgan

42:57

Understanding Infrastructure's Role in Alternative Investments with Nick Moller from JP Morgan

Ep 002 08-14-24
All About Private Credit: With Guest Adam Hagfors from Silverview Credit Partners

28:44

All About Private Credit: With Guest Adam Hagfors from Silverview Credit Partners

Ep 001 03-18-24

Smart planning starts with a conversation.
Talk to a Verdence advisor.

Brian J. Grumbach CFP®, CIMA®

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