Phoenix Prosperity Podcast
”Welcome to ’The Phoenix Prosperity Podcast,’ where wealth meets legacy. Join your host, Tim Fergestad, as we explore the journeys of Phoenix’s finest to success and beyond.”
This podcast will examine the powerful interplay between personal achievement and the enduring legacy it creates. And Tim explores the idea that success isn’t just about what you achieve but what you leave behind for others, focusing on the impact of wealth used wisely.
Find the Phoenix Prosperity Podcast wherever you get your podcasts and build your legacy.
Hosted by Tim Fergestad, Ph.D. More at https://timfergestad.com/
”Welcome to ’The Phoenix Prosperity Podcast,’ where wealth meets legacy. Join your host, Tim Fergestad, as we explore the journeys of Phoenix’s finest to success and beyond.”
This podcast will examine the powerful interplay between personal achievement and the enduring legacy it creates. And Tim explores the idea that success isn’t just about what you achieve but what you leave behind for others, focusing on the impact of wealth used wisely.
Find the Phoenix Prosperity Podcast wherever you get your podcasts and build your legacy.
Hosted by Tim Fergestad, Ph.D. More at https://timfergestad.com/
Episodes

Jan 31, 2025
Jan 31, 2025
40 min
In this episode of the Phoenix Prosperity Podcast, Tim Fergestad welcomes Rick McPartlin, the creator of Revenue Science. With decades of experience working with global giants like Siemens, Johnson & Johnson, and Vistage organizations, Rick has honed the art and science of predictable revenue generation.
Rick shares his transformative insights on how businesses can eliminate chaos, align teams, and deploy intentional strategies to create sustainable growth. He explains how mid-sized businesses, often between $10 million and $1 billion in revenue, can apply principles similar to Six Sigma and Lean to the production of revenue, transforming inefficiency into profitability.
Key highlights include:
The concept of "cost of chaos" and its impact on your bottom line.
Why traditional sales myths, like cold calling, need a rethinking.
How to align teams across departments to create seamless value transfer.
The evolution of revenue strategies from the seller-driven to the buyer-driven era.
Rick’s groundbreaking framework to develop a winning "revenue strategy."
------------------------------------------------------ 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!
Jan 31, 2025
40 min

Jan 30, 2025
Jan 30, 2025
34 min
In this insightful episode of the Phoenix Prosperity Podcast, host Tim Fergestad sits down with Austin Peterson, a comprehensive financial planner and co-founder of Backbone Planning Partners. With over two decades of experience, Austin shares his expertise on financial planning tailored to business owners, including strategies to prepare for a successful business exit and ways to maximize returns while minimizing taxes.
Austin discusses the importance of certifications like the CFP® designation, what sets his practice apart, and why a financial advisor’s role extends beyond managing investments to include deep business consulting. From dissecting compensation structures in the financial planning world to exploring alternative investments, Austin provides practical advice for business owners navigating the complexities of wealth management.
Listen in as Austin and Tim explore topics like:
Why planning ahead is critical for selling your business.
The impact of proper financial planning on maximizing your business's value.
The role of alternative investments in a robust portfolio.
Discover how Austin’s firm bridges the gap between financial planning and business consulting to ensure clients achieve their goals, whether preparing for a sale, growing their wealth, or safeguarding their future.
------------------------------------------------------ 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!
Jan 30, 2025
34 min

Jan 29, 2025
Jan 29, 2025
32 min
Clinical trials play a crucial role in developing the future of healthcare. In this episode, Lee Eifler, co-founder of Makoa Health, shares how his organization brings innovative therapies to market while prioritizing diversity and community impact.
Discover how Makoa Health delivers exceptional patient care and why participants are vital heroes in advancing medicine. Whether you're curious about joining a clinical trial or learning about the industry, this conversation is packed with insights.
Key Highlights:
Why diversity in clinical trials matters.
How participants benefit from cutting-edge healthcare.
Behind the scenes of clinical research with Makoa Health.
------------------------------------------------------ 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!
Jan 29, 2025
32 min

Jan 28, 2025
Jan 28, 2025
26 min
In this episode of the Phoenix Prosperity Podcast, Tim Fergestad welcomes Minky Kernacs, a visionary leader in data strategy and AI-driven technology. Minky shares her inspiring journey from founding Mercurio Analytics to making tangible impacts on communities across America.
Discover how Mercurio Analytics empowers state and local governments to use technology for tackling homelessness, supporting foster care systems, and reducing recidivism in the justice system. Learn about innovative AI solutions that create digital twins of communities, enabling targeted, trauma-informed services that change lives.
Highlights include:
How Philadelphia reduced homelessness by 40% in five years using Mercurio's platform.
The role of AI in improving foster care placements and supporting vulnerable populations.
Overcoming challenges in implementing data-driven solutions in government agencies.
Minky also shares her entrepreneurial insights, the importance of timing in the market, and her passion for using technology to drive 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!
Jan 28, 2025
26 min

Jan 27, 2025
Talent Acquisition Insights with Denise Chaffin
Jan 27, 2025
Jan 27, 2025
38 min
In this episode of the Phoenix Prosperity Podcast, Tim Fergestad sits down with Denise Chaffin, founder and CEO of TopSource Talent and host of the Talking TA Podcast. Denise brings decades of experience in talent acquisition, staffing, and business strategy. From her early career in recruiting to running a successful global staffing agency, Denise shares the highs, lows, and lessons learned in her journey.
Denise dives into how the industry has evolved over the years, the role of AI in modern recruitment, and the importance of staying ahead of technology trends. She also provides actionable advice for businesses, hiring managers, and job seekers alike, covering topics such as:
The power of transferable skills and cultural fit in hiring.
Balancing technology with a human touch in recruitment.
Tips for candidates on standing out in today’s competitive job market.
How businesses can build stronger partnerships between hiring managers and recruiters.
Denise also reflects on her own path, including the entrepreneurial lessons learned from buying and selling businesses, her approach to coaching job seekers, and why staying adaptable is key to long-term success.
---------------------------------------------------- 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!
Jan 27, 2025
38 min

Jan 25, 2025
Jan 25, 2025
30 min
Welcome to another inspiring episode of the Phoenix Prosperity Podcast with Tim Fergestad. In this episode, Tim sits down with the extraordinary Dr. Will Moreland—veteran, global speaker, business coach, and author of over 50 books. Dr. Will shares his remarkable journey from Compton, California, to becoming a successful entrepreneur and a leader in promoting civility and leadership development.
In this conversation, Dr. Will dives into:
His military background and how it ignited his passion for leadership.
The transformative power of mindset and taking responsibility for one’s life.
Insights into his consulting business, Moreland Training & Associates, which helps companies create cultures of civility.
How he uses real estate investing as a tool for financial growth and stability.
The importance of civility in workplaces and communities to foster collective success.
Dr. Will also shares powerful advice for overcoming obstacles and taking control of your life, drawing from his personal experiences and 23 years in leadership coaching.
Learn how Dr. Will and his company aim to make Arizona one of the best places to live and work through impactful initiatives like Civility Day and their innovative Civility List.
------------------------------------------------------ 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!
Jan 25, 2025
30 min

Jan 24, 2025
Jan 24, 2025
32 min
Join host Tim Fergestad as he sits down with Dr. Chris Zambakari, a trailblazer in senior healthcare, international security, and sustainable development. Founder and CEO of the Zambakari Advisory and Promised Land Healthcare Group, Dr. Zambakari shares his journey from refugee to entrepreneur, leading four senior care homes in Arizona while offering expert consultancy on global political events.
In this episode, Chris reveals:
His journey from South Sudan to building successful care homes in Arizona.
The personal story behind his passion for caregiving and his mother’s pivotal role.
How his experience in international security shaped his approach to both healthcare and conflict resolution.
The unique challenges and rewards of managing residential care facilities for seniors.
Insights on navigating volatile international markets and building sustainable solutions.
Chris also discusses how his research prepared him to lead during the pandemic, implementing life-saving measures ahead of public health directives. Whether you’re curious about elder care, global affairs, or entrepreneurial resilience, this episode offers wisdom and inspiration.
------------------------------------------------------ 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!
Jan 24, 2025
32 min

Jan 23, 2025
Trademark Industry Insights with Lindsey Corbin
Jan 23, 2025
Jan 23, 2025
31 min
In this episode of the Phoenix Prosperity Podcast, Tim Fergestad chats with Lindsey Corbin, the founder of Delegate Legal. With nearly two decades of experience in the trademark industry, Lindsey shares invaluable insights into managing trademark portfolios, creating brand protection programs, and supporting law firms through virtual paralegal services.
Discover how Delegate Legal is redefining paralegal support for attorneys, particularly in trademark law. Lindsey also opens up about the challenges of being a non-attorney business owner in the legal world and her philosophy on focusing on core competencies to drive success.
Lindsey’s journey doesn't stop at law; she discusses her passion for investment opportunities, financial literacy, and her family foundation, I Got This Foundation, which brings golf opportunities to individuals with intellectual disabilities.
Key Takeaways:
Why matter management is crucial for law firms and in-house legal teams.
The niche focus of Delegate Legal and how it stands out in the trademark law space.
The importance of financial education and diversifying investments.
How Lindsey’s foundation is making a difference in the Phoenix community and beyond.
------------------------------------------------------ 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!
Jan 23, 2025
31 min

Jan 22, 2025
Brand Design and Strategy with Caitlin Penny
Jan 22, 2025
Jan 22, 2025
27 min
In this episode of the Phoenix Prosperity Podcast, Tim Fergestad sits down with Caitlin Penny, the CEO and brand strategist of Copper Theory Creative. Caitlin shares her journey as a young entrepreneur who turned challenges into opportunities by building a powerhouse brand design agency. From starting Copper Theory Creative at just 24 to becoming a prominent voice in Phoenix’s creative and business community, Caitlin’s story is all about strategy, boldness, and design that makes an impact.
You’ll hear about:
Caitlin’s work as a City of Chandler Arts Commissioner and how it connects her to the local creative scene.
Her role as an ambassador for The Dames, a national community of high-achieving women entrepreneurs.
How she transitioned Copper Theory Creative from graphic design and print services to a strategic branding agency that offers full-scale brand implementation.
The importance of personal branding and ensuring your “in-person” brand matches your online presence.
How Caitlin’s team helps clients create brand strategies that align with their goals and values.
Caitlin also shares insights into working as a fractional CMO, building effective teams, and overcoming early business struggles. Whether you’re just starting out or looking to level up your brand, Caitlin’s expertise will inspire you to take actionable steps toward a business you’re proud of.
------------------------------------------------------ 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!
Jan 22, 2025
27 min

Jan 21, 2025
Investment Strategies as a CIO with Chris Gee
Jan 21, 2025
Jan 21, 2025
30 min
In this episode of the Phoenix Prosperity Podcast, Tim Fergestad sits down with Chris Gee, CFA charterholder and Chief Investment Officer at RBG Capital, to explore how high-net-worth and ultra-high-net-worth individuals can navigate complex financial landscapes.
Chris shares insights into:
The role of a CIO in managing asset allocation, risk, and investment strategies.
How RBG Capital integrates investment banking and asset management to provide holistic solutions.
Innovative tools like the 1031 Exchange and 721 Upgrade for real estate investors.
The importance of aligning financial strategies with personal and corporate goals.
Chris also discusses current trends in data centers, AI infrastructure, and the evolving private equity market, offering a fascinating look into where the future of investment is headed.
If you're a business owner, professional, or investor looking to simplify complex financial situations, Chris's practical advice and expertise will help you think differently about wealth-building strategies.
------------------------------------------------------ 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!
Jan 21, 2025
30 min
About The Host
Tim Fergestad, Ph.D.
Tim is a scientist and private-market investor, and the founder of Oak Street Assets. He spent years in molecular neuroscience before moving into private markets, and he writes about applying scientific thinking to investing and decisions under uncertainty at timfergestad.com.








