Biz Money Podcast with Lee Korn

About the Biz Money Podcast

Join us and listen to the Biz Money Podcast, a series of engaging discussions featuring leading entrepreneurs, business owners, and the industry’s foremost financial advisors. Our esteemed guests share their insights into what you need to know to get on the right financial path—from managing cash flow, financial planning, and succession planning to establishing vision, values, and more.

Listen and learn. Our guests’ inspiring stories and advice can help you achieve your business and personal goals and enjoy the life you’ve always wanted. In each episode, we go beneath the surface and delve into our expert guest’s perspectives and experiences. We reveal the professional and personal challenges they faced on their way to success. At the end of each episode, you’ll walk away with actionable lessons that you apply to take control of your finances and help grow your wealth.

The Biz Money podcast is hosted by Lee Korn, principal and financial advisor at Opal Wealth Advisors. A recognized industry leader, in 2009 Lee was named by Barron’s as one of the top 1000 U.S. Financial Advisors. He is a strategic partner to his clients, helping them realize their goals by identifying opportunities and strategies to take their companies to the next level.

Latest Episodes

Discover Your Authentic Self in Life and Business with Dr. Shefali

What can you do to empower yourself and your children? Do you know your inner calling? How can you find your true voice? How do you find success? In our latest episode, our guest is Dr. Shefali Tsabary, otherwise known as just Dr. Shefali. She…

How to Maximize Your Human Capital & Grow Your Wealth with Brian Nick

When it comes to investments, you should factor in human capital if you’re still in the workforce. Why? Because human capital is your earnings potential, which will eventually convert into real earnings and impact how you invest. It’s the flip side of financial capital. What…

Master the Art of Selling with Rich Isaac

The business of selling has many fallacies, like sales people are born and not made, and selling is all about cold calling. The reality is that if you want to sell with measurable, consistent results every quarter, then you have to put into place a…

Navigating Divorce: Make a Plan and Protect Your Assets with Sandra Radna

If there were ever a “right way” to prepare for divorce, look no further than Bill and Melinda Gates. Like many couples with wealth and assets at stake, they most likely relied not only on matrimonial attorneys, but also, the expertise of business lawyers and…

$1.9 Trillion Stimulus Plan: What This Could Mean for Your Wealth and Taxes with Dan Clifton

It’s been a year since the Covid lockdown, and the future is starting to look up with vaccines, reopenings, and passage of the $1.9 trillion American Rescue Plan Act. This stimulus coupled with past relief bills means that trillions of dollars have been spent. Eventually,…

How to Clarify Meaningful Goals and Achieve Success with Dan Millman

What does success mean to you? What are the steps to get there? An accomplished author of 17 books, including Way of the Peaceful Warrior, which was made into the feature film Peaceful Warrior starring Nick Nolte, Dan Millman shares his insights into how we…

Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Opal Wealth Advisors, LLC [“OWA”]), or any non-investment related services, will be profitable, equal any historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. OWA is neither a law firm, nor a certified public accounting firm, and no portion of its services should be construed as legal or accounting advice. Moreover, you should not assume that any discussion or information contained in this document serves as the receipt of, or as a substitute for, personalized investment advice from OWA. Please remember that it remains your responsibility to advise OWA, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. A copy of our current written disclosure Brochure or Form CRS (Client Relationship Summary) discussing our advisory services and fees is available upon request or at The scope of the services to be provided depends upon the needs of the client and the terms of the engagement.

*Please see Important Disclosure Information