Phoenix Prosperity Podcast

What does it really mean to build wealth that supports the life you want—not just a bigger bank account?
In this episode of the Phoenix Prosperity Podcast, Tim Fergestad sits down with Hannah Chapman, CFP®, APMA®, CRPC®, founder of X Squared Wealth Planning and Expansive CEO. With more than 20 years of experience helping entrepreneurs and business owners, Hannah shares why true financial planning goes far beyond spreadsheets and investment returns.
Hannah explains how many successful business owners focus so much on growing their companies that they neglect building personal wealth. She discusses the importance of connecting tax planning, investment management, retirement planning, estate planning, and business strategy into one coordinated financial plan.
The conversation also explores the emotional side of money. Hannah explains why financial decisions are often driven by mindset, past experiences, and emotions rather than numbers alone. She shares how helping clients understand their relationship with money allows them to make more confident, intentional decisions.
 
------------------------------------- Interested in being part of this? Please visit our guest invitation page where you can learn more and fill out a brief questionnaire to get started: https://phoenixprosperitypodcast.com/guest It’s going to be enlightening and, most importantly, a lot of fun. I’d love for you to be a part of it!

For Dr. Valentina Leonett, it became the beginning of an incredible journey.
In this episode of the Phoenix Prosperity Podcast, Tim Fergestad sits down with Dr. Valentina Leonett, Founder and CEO of New Tempo Family Dental, entrepreneur, speaker, and author of the Reinvention Method. Valentina shares how moving from Venezuela to the United States at age 17 with one dream—to become a dentist—led to one of the biggest setbacks of her life when every dental school rejected her application.
Instead of giving up, she reinvented herself, improved every area she could control, and eventually earned acceptance into dental school, graduated at the top of her class, and built two thriving seven-figure dental practices before turning 30.
Tim and Valentina discuss resilience, entrepreneurship, leadership, patient care, and why rejection often becomes the greatest catalyst for growth. Whether you're launching a business, pursuing a dream, or navigating life's inevitable setbacks, this conversation will inspire you to keep moving forward.
------------------------------------- Interested in being part of this? Please visit our guest invitation page where you can learn more and fill out a brief questionnaire to get started: https://phoenixprosperitypodcast.com/guest It’s going to be enlightening and, most importantly, a lot of fun. I’d love for you to be a part of it!

In this special Phoenix Prosperity Podcast update, the roles are reversed as Dave Dubeau interviews host Tim Fergestad about the current state of his real estate portfolio, what he's seeing in today's multifamily market, and why choosing the right operator matters more than finding the perfect property.
Tim shares how his portfolio has evolved from single-family rentals to multifamily value-add communities across Arizona, Texas, and Tennessee. He discusses current acquisitions, innovative strategies that could save hundreds of thousands of dollars on renovations, and the importance of partnering with experienced operators who know how to navigate changing market conditions.
The conversation also explores Tim's long-term outlook on artificial intelligence and automation, why he believes we're moving from an income economy to an asset economy, and how investors can position themselves for the future.
Whether you're an experienced investor or just getting started, this episode offers practical insights into passive investing, syndications, and the trends shaping real estate over the next decade.
 
------------------------------------ Interested in being part of this? Please visit our guest invitation page where you can learn more and fill out a brief questionnaire to get started: https://phoenixprosperitypodcast.com/guest It’s going to be enlightening and, most importantly, a lot of fun. I’d love for you to be a part of it!

In this episode of the Phoenix Prosperity Podcast, Tim Fergestad talks with Chris Mills, co-founder of Infinite Data and creator of EZCIP, a platform designed to help public agencies simplify capital planning and replace complicated spreadsheets with an easy-to-use web-based system.
Chris shares how his journey from Australia to the United States eventually led him to work for the City of San Jose, where he experienced firsthand the frustrations of outdated systems, expensive software changes, and messy document processes. Those experiences inspired him and his business partner to create EZCIP over a meeting and a few beers, launching what has become a growing company serving nearly 70 customers across the country.
The conversation explores why spreadsheets continue to dominate many organizations and how public agencies, school districts, counties, and cities can improve collaboration, budgeting, and project prioritization through modern tools. Chris explains how EZCIP helps organizations streamline their capital improvement planning process, automate CIP book creation, and adapt quickly to customer needs.
 
------------------------------------- Interested in being part of this? Please visit our guest invitation page where you can learn more and fill out a brief questionnaire to get started: https://phoenixprosperitypodcast.com/guest It’s going to be enlightening and, most importantly, a lot of fun. I’d love for you to be a part of it!

In this episode of the Phoenix Prosperity Podcast with Tim Fergestad, Tim sits down with Celine Rasborn, owner of PrideStaff North Phoenix and a technology leader with more than 33 years of experience in IT and retail innovation. Celine shares her journey from a global corporate career with Fujitsu to building a people-focused business that helps companies and job seekers thrive in Arizona.
Celine discusses how leadership coaching and a desire to make a greater impact in her local community inspired her transition into recruiting. She explains why helping people discover their strengths and align with meaningful work has become a central part of her mission.
The conversation explores the current hiring landscape across Phoenix and Scottsdale, including the growing demand for administrative, accounting, manufacturing, and warehouse positions. Celine explains why many employers are facing talent shortages, especially in higher-level roles, and how compensation, retention, and company culture are becoming increasingly important.
Tim and Celine also discuss the return-to-office trend, the challenges employers face with job hopping and employee loyalty, and how technology and AI can improve efficiency while never replacing the importance of human relationships.
 
------------------------------------- Interested in being part of this? Please visit our guest invitation page where you can learn more and fill out a brief questionnaire to get started: https://phoenixprosperitypodcast.com/guest It’s going to be enlightening and, most importantly, a lot of fun. I’d love for you to be a part of it!

In this episode of the Phoenix Prosperity Podcast, Tim Fergestad sits down with entrepreneur, advisor, and author Brent Perkins to discuss his new framework, The 40-Day Shift, a practical approach designed to help high performers create more capacity in their lives without sacrificing success.
After spending decades building companies and thousands of hours coaching entrepreneurs and executives, Brent noticed a common pattern: successful people weren't struggling because they lacked information. They were struggling because they were exhausted, disconnected, and carrying too much.
Brent explains why traditional ideas about work-life balance often fall short and why real transformation begins with self-awareness, trust, and intentionally slowing down. He shares lessons learned from working with hundreds of business leaders and fathers, and why small, consistent daily actions can create meaningful change.
 
------------------------------------- Interested in being part of this? Please visit our guest invitation page where you can learn more and fill out a brief questionnaire to get started: https://phoenixprosperitypodcast.com/guest It’s going to be enlightening and, most importantly, a lot of fun. I’d love for you to be a part of it!

What does it take to spend more than a decade training for a career dedicated to preserving sight? In this episode of the Phoenix Prosperity Podcast, Tim Fergestad sits down with renowned vitreoretinal surgeon and ocular oncologist Dr. Matthew Welch to explore the fascinating and deeply meaningful world of retina care.
Dr. Welch shares his unexpected path into ophthalmology, revealing how a simple medical school rotation led him to a career he instantly knew was his calling. Today, he specializes in complex retinal diseases, pediatric retinal surgery, and ocular oncology, treating patients from across the United States and Canada.
 
-------------------------------------- Interested in being part of this? Please visit our guest invitation page where you can learn more and fill out a brief questionnaire to get started: https://phoenixprosperitypodcast.com/guest It’s going to be enlightening and, most importantly, a lot of fun. I’d love for you to be a part of it!

In this episode of the Phoenix Prosperity Podcast, Tim Fergestad sits down with entrepreneur and estate jewelry expert Troy Perkins to discuss the fascinating world of rare assets, precious stones, and building businesses with integrity.
Troy shares how an unexpected opportunity led him into the jewelry industry and eventually into the specialized world of estate jewelry. Over the past two decades, he has built multiple businesses while developing a reputation based on trust, expertise, and exceptional customer service.
Listeners will hear Troy explain the challenges of sourcing unique pieces, managing thousands of items of inventory, and adapting his business during the COVID era through digital transformation. He also discusses the growing impact of lab-grown diamonds, misconceptions people have about jewelry, and the importance of understanding value beyond appearances.
The conversation goes beyond gemstones and explores entrepreneurship, learning from failures, evaluating opportunities, and the importance of maintaining a strong reputation. Troy also shares his views on tangible assets, wealth preservation, and why he prefers owning physical assets over simply holding cash.
In addition to his estate jewelry business, Troy discusses his Fast Fix Jewelry and Watch Repair locations, his firearms business, and his newest ventures involving immigration consulting and technology.
 
-------------------------------------- Interested in being part of this? Please visit our guest invitation page where you can learn more and fill out a brief questionnaire to get started: https://phoenixprosperitypodcast.com/guest It’s going to be enlightening and, most importantly, a lot of fun. I’d love for you to be a part of it!

In this episode of the Phoenix Prosperity Podcast, Tim Fergestad sits down with Scottsdale physician Dr. Matthew Dorchester, who has spent more than 25 years helping professional athletes and everyday patients improve recovery, optimize hormones, and maintain long-term health.
The conversation explores the connection between physical recovery, hormone health, performance, and aging. Dr. Dorchester shares insights from treating whiplash injuries, working with athletes, and helping patients identify hormone deficiencies that may be affecting their energy, recovery, focus, and quality of life.
Listeners will learn why symptoms often attributed to "getting older" may actually be signs of hormonal decline, how stress impacts overall health, and why proactive care can make a significant difference in long-term wellness. Dr. Dorchester also discusses the importance of nutrition, exercise, rehabilitation, and taking personal responsibility for health outcomes.
 
--------------------------------------- Interested in being part of this? Please visit our guest invitation page where you can learn more and fill out a brief questionnaire to get started: https://phoenixprosperitypodcast.com/guest It’s going to be enlightening and, most importantly, a lot of fun. I’d love for you to be a part of it!

In this episode of the Phoenix Prosperity Podcast with Tim Fergestad, Tim sits down with technologist, entrepreneur, AI innovator, and author Manikandan Chandran to discuss how artificial intelligence is transforming opportunities for entrepreneurs and small business owners.
Manikandan shares his inspiring journey from struggling to pay college tuition to building successful technology ventures and AI-driven products. He discusses how freelancing during his college years became the foundation for a career spanning software engineering, startups, cloud technologies, machine learning, and AI innovation.
The conversation explores the creation of BookMyIyer, a unique platform that modernized the process of connecting families with priests for traditional ceremonies in India. Manikandan explains how identifying a real-world problem and leveraging technology helped create a scalable business that continues to generate revenue today.
Listeners will also learn why Manikandan believes AI is no longer optional for business owners. He outlines practical ways small businesses can use AI for content creation, marketing, lead generation, customer engagement, automation, pricing strategies, and operational efficiency.
 
--------------------------------------- Interested in being part of this? Please visit our guest invitation page where you can learn more and fill out a brief questionnaire to get started: https://phoenixprosperitypodcast.com/guest It’s going to be enlightening and, most importantly, a lot of fun. I’d love for you to be a part of it!