
Free Daily Podcast Summary
by Pro Capital Wealth Management
Welcome to "Wisdom and Wealth," by Pro Capital Wealth Management, the podcast where ancient wisdom meets modern success. Inspired by the legendary story of King Solomon, who asked for wisdom and received both wisdom and immense wealth, we delve into the timeless principles that can guide us to a life of prosperity. In each episode, we'll explore how making wise decisions can lead to financial success and personal fulfillment. Join us as we uncover the secrets to achieving true wealth, not just in our bank accounts, but in every aspect of our lives.For disclosures, please visit our website at procapitaltx.com
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The election didn't go the way everyone wanted. Here's what actually matters for your money. Democrats won both the House and Senate, Texas elected its first Democratic governor since 1990, and California and Washington voted on major high-earner taxes. Cory Procter of Pro Capital breaks down what history says about markets after midterms, the state ballot results that matter for business owners, and why the real tax event isn't this election. It's 2028. Are you an entrepreneur, business owner, or high-performing family with $1M+ in investable assets looking for a long-term financial partner? Talk with an advisor at Pro Capital: https://procapitaltx.com/ Get Chapter 1 of Cory's book "Built Not Broke" FREE: https://procapitaltx.com/built-not-broke Watch on YouTube: https://www.youtube.com/@procapitaltx In this episode you'll learn: - What the S&P 500 has historically done in the year after a midterm election (and why history is not a prediction) - What a new Texas governor does and doesn't change for business owners - California's Prop 3, Prop 40 and Prop 42, and Washington's millionaires tax - Why 2027-2028 is a planning window for estate, gifting and exit decisions - Five moves to make now: rebalance to your plan, use the window, prepare your exit, review residency and entities, and get your CPA, attorney and advisor in one room What's the one planning move you're making before 2028? Tell us in the comments. Standing Guard. Building Legacy. Connect with Pro Capital: LinkedIn: https://www.linkedin.com/company/procapitaltx Facebook: https://www.facebook.com/procapitaltx Instagram: https://www.instagram.com/procapitaltx/ YouTube: https://www.youtube.com/@procapitaltx Website: https://procapitaltx.com/ Disclosure: Wisdom & Wealth is for educational purposes only and does not constitute individualized investment, financial, legal, or tax advice. Historical market performance is shown for context and is not a guarantee of future results. All investing involves risk. Election results cited were as reported on November 4, 2026, and some races and measures were still being counted. Advisory services are offered through Pro Capital LLC, a registered investment adviser registered with the Texas State Securities Board. Registration does not imply a certain level of skill or training.
Built a business, sold one, or finally have real money to invest? You just became a target. A woman claiming Harvard degrees offered to manage NFL and NBA players' money — for free. When a court asked how much of one player's money she took, the answer was all of it. Capt. Jeff Roberts of the Texas Financial Crimes Intelligence Center joins Cory Procter (former NFL offensive lineman and current owner of Pro Capital) to break down how fraud finds successful people, the red flags that show up before the money disappears, and the exact checks to run on any advisor before you hand over a dollar. Are you an entrepreneur, business owner, or high-performing family with $1M+ in investable assets looking for a long-term financial partner? Talk with an advisor at Pro Capital: https://procapitaltx.com/ Get Chapter 1 of Cory's book "Built Not Broke" FREE: https://procapitaltx.com/built-not-broke Watch on YouTube: https://www.youtube.com/@procapitaltx In this episode you'll learn: - Why business owners, athletes and new-money families are the No. 1 target for financial fraud - The "free management" hook, affinity fraud, and other scams aimed at successful people - How to vet an advisor: FINRA BrokerCheck, the SEC's adviser search and Form ADV, state regulators, court records, and social media - Red flags in how money moves: who holds custody, where statements come from, and pressure to act fast - Why victims stay quiet, and how family, community and faith help stop fraud early Free tools mentioned: - FINRA BrokerCheck: https://brokercheck.finra.org - SEC Investment Adviser Public Disclosure: https://adviserinfo.sec.gov - Texas State Securities Board: https://www.ssb.texas.gov Standing Guard. Building Legacy. Disclosure: Wisdom & Wealth is for educational purposes only and does not constitute individualized investment, financial, legal, or tax advice. Results are not guaranteed. All investing involves risk. Guest views are their own and do not necessarily reflect those of Pro Capital LLC or the Texas Financial Crimes Intelligence Center. Advisory services are offered through Pro Capital LLC, a registered investment adviser registered with the Texas State Securities Board. Registration does not imply a certain level of skill or training.
Are you an entrepreneur, athlete, or high-performing family with $1M+ in liquid investable assets looking for a long-term financial partner? If so, see if we're a fit at https://procapitaltx.com/ Subscribe to the channel: https://www.youtube.com/@procapitaltx Get a FREE copy of Chapter 1 of "Built Not Broke": https://procapitaltx.com/built-not-broke Apply to talk with us: https://procapitaltx.com/ Standing Guard. Building Legacy. Key takeaways: - Only 20-30% of businesses listed for sale actually sell. - 75% of sellers regret their decision within a year. - Understand the difference between making money and keeping money. - The importance of planning before signing the Letter of Intent (LOI). - Strategies to minimize tax liabilities during a sale. What's your biggest challenge with preparing to sell your business? Drop it in the comments! Disclosure: Content is for educational purposes only and does not constitute individualized financial, legal, or tax advice. Results are not guaranteed. All investing involves risk.
Are you an entrepreneur, athlete, or high-performing family with $1M+ in liquid investable assets looking for a long-term financial partner? If so, see if we're a fit at https://procapitaltx.com/ Subscribe to the channel: https://www.youtube.com/@procapitaltx Get a FREE copy of Chapter 1 of "Built Not Broke": https://procapitaltx.com/built-not-broke Apply to talk with us: https://procapitaltx.com/ Standing Guard. Building Legacy. ⸻ Disclosure: Content is for educational purposes only and does not constitute individualized financial, legal, or tax advice. Results are not guaranteed. All investing involves risk. Key takeaways: Only 20-30% of businesses listed for sale actually sell. 75% of sellers regret their decision within a year. Understand the difference between making money and keeping money. The importance of planning before signing the Letter of Intent (LOI). Strategies to minimize tax liabilities during a sale. Timestamps: Planning for a successful exit What's your biggest challenge with preparing to sell your business? Drop it in the comments! Subscribe for more insights on business exits and financial planning! #BusinessExit #FinancialPlanning #Entrepreneurship
On this episode of Wisdom & Wealth, host Cory Procter sits down with country music artist Kevin Fowler to talk about the financial realities behind life in the spotlight. Kevin Fowler shares his personal journey of learning how to turn income into long-term wealth. At just 27, he made one of his first major financial moves—purchasing three acres of land. That decision sparked a strategy that would grow into an impressive real estate portfolio, including commercial properties and historic buildings. His philosophy is simple: invest in assets that produce income and appreciate over time. Both Kevin and Cory Procter discuss how athletes and musicians often face unique financial challenges—irregular income, short career windows, and the temptation to spend big early. Kevin emphasizes the importance of avoiding frivolous purchases and instead focusing on opportunities that build lasting financial stability. The conversation also touches on how the rise of the internet changed the music industry, with Kevin highlighting the impact of his 2000 album Beer, Bait & Ammo in expanding his reach and shaping his career. Learn everything you need to know about Kevin Fowler on his website, https://www.kevinfowler.com. And find out more about Pro Capital Wealth Management, visit https://www.procapitaltx.com. Remember to like, share, and subscribe to our show! Join our Community! LinkedIn: https://www.linkedin.com/company/procapitaltx Facebook: https://www.facebook.com/procapitaltx Instagram: https://www.instagram.com/procapitaltx/ YouTube: https://www.youtube.com/@procapitaltx Website: https://www.procapitaltx.com/
In this episode of Wisdom & Wealth, Cory sits down with Tom Fedro, CEO of Securus 360 and Paragon Software, and author of "Next Level Selling" for an honest conversation about entrepreneurship, resilience, and purpose-driven leadership. Tom shares his journey from running a paper route at just 12 years old to becoming a top-performing sales rep by age 25, and eventually leading two successful technology companies. Along the way, he opens up about significant challenges, including a failed IPO and a difficult season in his personal life—experiences that reshaped his priorities and perspective. At the center of Tom's philosophy is a clear framework for life and leadership: faith, family, health, and wealth—in that order. He explains how this mindset has guided his decisions and helped him build sustainable success. Cory and Tom also discuss the growth of Paragon Software, which now distributes more than 200 million software licenses worldwide and landed a pivotal partnership with Cisco in 2008. Tom shares why his focus has expanded into cybersecurity through Securus 360, a company dedicated to protecting K–12 schools from the growing threat of ransomware and cyberattacks. The episode wraps with a look at Tom's upcoming book, The Scan Protocol, which draws on biblical principles to help individuals and leaders align their personal and professional lives for lasting impact. To learn more about Pro Capital Wealth Management, visit https://www.procapitaltx.com. Remember to like, share, and subscribe to our show! New episodes are available every Tuesday. Join our Community! LinkedIn: https://www.linkedin.com/company/procapitaltx Facebook: https://www.facebook.com/procapitaltx Instagram: https://www.instagram.com/procapitaltx/ YouTube: https://www.youtube.com/@procapitaltx Website: https://www.procapitaltx.com/
In this episode of Wisdom & Wealth, Cory Procter sits down with Daniel Spencer from More Time Advisory to unpack the hidden pitfalls of relying on one professional for both bookkeeping and tax preparation. Daniel explains why CPAs juggling both roles often deliver only "60% quality work"—and how that can lead to costly mistakes, like one client's $40,000 tax return discrepancy. Together, they explore how collaboration between accountants, CPAs, and other financial experts creates better oversight, stronger planning, and fewer conflicts. Daniel also shares his journey to becoming a "systems guy," optimizing processes with AI and efficient frameworks to help businesses thrive. Learn more about Daniel's business on his website, https://www.moretimeadvisory.com To learn more about Pro Capital Wealth Management, visit https://www.procapitaltx.com. Remember to like, share, and subscribe to our show! New episodes are available every Tuesday. Join our Community! LinkedIn: https://www.linkedin.com/company/procapitaltx Facebook: https://www.facebook.com/procapitaltx Instagram: https://www.instagram.com/procapitaltx/ YouTube: https://www.youtube.com/@procapitaltx Website: https://www.procapitaltx.com/
In this episode of Wisdom & Wealth, Cory Procter sits down with Kyle Draper—former pastor, entrepreneur, and the visionary behind multiple businesses including a virtual assistant company, a coaching firm in the mortgage space, and a publishing company that has already launched seven books (with more on the way). Kyle opens up about his pivot from running a marketing company to building a VA business, stressing the importance of authenticity and human connection in a digital world. He also dives into lessons from mentorship, the power of asking questions, and why continuous improvement is non-negotiable. Looking ahead, Kyle shares exciting projects on the horizon: his upcoming podcast, new Rethink Everything swag, and an AI Summit in Dallas that promises to push boundaries in business and tech. This episode is packed with wisdom for entrepreneurs, leaders, and anyone looking to rethink what's possible. Find out everything you need to know about Kyle on his website, www.kyledraper.com. To learn more about Pro Capital Wealth Management, visit https://www.procapitaltx.com. Remember to like, share, and subscribe to our show! New episodes are available every Tuesday. Join our Community! LinkedIn: https://www.linkedin.com/company/procapitaltx Facebook: https://www.facebook.com/procapitaltx Instagram: https://www.instagram.com/procapitaltx/ YouTube: https://www.youtube.com/@procapitaltx Website: https://www.procapitaltx.com/
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Welcome to "Wisdom and Wealth," by Pro Capital Wealth Management, the podcast where ancient wisdom meets modern success. Inspired by the legendary story of King Solomon, who asked for wisdom and received both wisdom and immense wealth, we delve into the timeless principles that can guide us to a life of prosperity. In each episode, we'll explore how making wise decisions can lead to financial success and personal fulfillment. Join us as we uncover the secrets to achieving true wealth, not just in our bank accounts, but in every aspect of our lives.For disclosures, please visit our website at procapitaltx.com
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