The Money Meets Mindset Podcast is hosted by industry leaders Jeremy Straub and Jason Heller. The combined knowledge and expertise these men bring to the table will leave a lasting impression on your mindset and pockets.

MONEY MANAGEMENT

RETIREMENT PLANNING

INVESTMENT TIPS

TACTICAL ADVICE

If you’re a high income earner searching for more, The Mindset Meets Money Podcast was created for you. More of what, you ask? More tactical advice to sharpen your mindset and help you make more logical decisions with your money. Covering topics such as Money Management, Retirement, Investments and so much more.

The Money Meets Mindset Podcast is hosted by industry leaders Jeremy Straub and Jason Heller. The combined knowledge and expertise these men bring to the table will leave a lasting impression on your pockets. With almost 50 years of combined experience in the Financial Industry, Jeremy and Jason strive to teach high income earners like you how to make the best decisions with your money, to build real wealth and leave a true legacy behind.

We’ll help you make your decisions with your money that make sense. Learn how to leverage information and stack tools to better manage and grow your finances logically. Create safety and security that your family deserves. Tune in now and invite your friends to listen. Mindset Meets Money is where money makes sense.

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JEREMY STRAUB

Nothing can stop Jeremy Straub. He was recennty diagosed with Stage 4 throat cancer and recovered, while still running large companies.

Hard work and legacy is what drives Jeremy. His father owned multiple successful car dealerships in the northeast and lost everything in the recession. Seeing what happened to his dad, Jeremy decided he would never put all his eggs in one basket.

Today he owns 9 businesses in 5 industries with 1500 employees, 250,000 clients generating over $100 million a year in revenue and $15 billion in assets under management. He’s the Co-author of “Cracking the Code to Success” with business guru Brian Tracy.

JASON HELLER

Dr. Heller is not only a CERTIFIED FINANCIAL PLANNERTM Professional, he has earned thirty four industry designations, including the Certified Investment Management Analyst (CIMA®), a designation given jointly by the Wharton School of Business and the Investments & Wealth Institute, along with the Retirement Income Certified Planner (RICP®).

In addition to his roles and responsibilities with his own practice and as an Executive at Coastal Wealth, Jason is an adjunct professor at The American College, teaching Behavioral Finance and Advanced Retirement Income Planning in their Masters of Financial Planning program and various courses in their Chartered Leadership Fellow® designation.

We’ll help you make your decisions with your money that make sense. Learn how to leverage information and stack tools to better manage and grow your finances logically. Create safety and security that your family deserves. Tune in now and invite your friends to listen. Mindset Meets Money is where money makes sense.