Optimize Wealth Podcast Collection Skip to Videos All | Lance Norquest & Alan Beaulieu | Business Owners & Wealth Transitions | Wealth Fundamentals | Lance Norquest & Alan Beaulieu on Oil, Inflation, and Market Volatility Lance Norquest & Alan Beaulieu on Inflation, Markets, and Your Portfolio Rethinking Risk in 2026 Behavior Still Drives Investment Decisions (Even with an Advisor) Behavioral Mistakes That Hurt Long-Term Returns Business Owners in a Slowing Economy: Managing Liquidity, Risk, and Personal Wealth From Accumulation to Distribution: Why Retirement Is the Most Complex Phase of Wealth From Operator Mode to Owner Freedom: Converting Business Success into Durable Wealth The Wealth Planning Mistakes Business Owners Make Too Often Understanding the VIX: What Market Volatility Means for Investors Succession Planning in 2026: What Business Owners Need to Know Now Money & Marriage: How Couples Build Financial Clarity, Confidence, and Connection Optimized Wealth Starts with How You Want to Live Rebalancing Strategies When Rates Drop Reflecting on 2025: Lessons from a Volatile Year Fundamentals Over Headlines Holiday Conversations That Protect Your Legacy The Federal Reserve’s Next Move: What It Means for Your Portfolio Smart Year-End Giving: Tax-Efficient Philanthropy Strategies Year-End Tax Strategies That Reflect Your Values
