Unbrainwashed Success

pod617 - The Boston Podcast Network

English Business Investing

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Episodes 10

Avg. Duration 24m

Activity Active

Since Sep 2023

Latest Episode May 2025

Publishing Details

Schedule

Semi-Annually

Format

Episodic

Hosting

feed.podbean.com

About This Podcast

Most executives and entrepreneurs work their whole career willing their way towards success, but not sure exactly what to do once they get there. Join Shaun Jones, CFS, CFP®, Author of UnBrainwashed Investing, as he interviews the executives and entrepreneurs who are sitting on the other side of their journey towards success. Listen in as they describe their journey, keys to success, and struggles transitioning from a high-powered career to a fulfilling live after the struggle.

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Recent Episodes

Fees & Alignment with Doug Motley

May 30, 2025 45m

Shaun sits down with managing principal of Jack Lingo Asset Management, Doug Motley, to discuss the importance of fee structures and alignment of interests in investment strategies. The conversation…

Client Testimonial: Denise Menelly

Feb 16, 2025 0m

Denise Menelly, a veteran of the banking industry, on working with her advisor Shaun Jones.

S1E17 Navigating Post-Retirement Challenges: A Conversation with Manny Aniceto

Sep 14, 2024 39m

In this episode of Unbrainwashed Success, Sean welcomes Manny Aniceto, cousin of Sean's wife, to discuss Manny's intriguing journey from immigrating to the United States to his successful career at…

S1E6 Take Control of the Taxes on Your Investments

Jan 18, 2024 7m

Shaun expresses a bit of well-justified frustration about the lack of attention given to tax planning in the financial services industry. He highlights a common scenario where financial advisors…

S1E6 Denise Menelly on Retirement

Jan 03, 2024 39m

Shaun talks with Denise Menelly, a veteran of the banking industry, about the process of retirement.

S1E5 Why We Give A Military Discount

Dec 18, 2023 7m

Shaun reveals the interesting backstory of why his firm offers a discount to members of the military. investing

S1E4 The Truth About Tax Deferral

Dec 18, 2023 11m

Shaun delivers a counterintuitive take on deferring year-end taxes. investing

S1E3 Ex-Legislator, Born Entrepreneur Quinn Johnson

Dec 12, 2023 1h 31m

Former Delaware legislator Quinn Johnson joins the show to talk about his career in politics and the many twists and turns of his journey as a multi-industry entrepreneur. Reach Quinn at…

S1E2 Tax Loss Harvesting: Demystifying the Process

Dec 07, 2023 9m

Shaun Jones debunks some myths about tax-loss harvesting and explains his strategy im using the device for year-end savings. investing

S1E1 Welcome to Unbrainwashed Success

Sep 05, 2023 35m

Welcome to the show! In the inaugural episode, Shaun talks with corporate lawyer Ken Nachbar, whose practice focuses on cases involving mergers and acquisitions, control contests, shareholder class…