Invested Success Podcast Guest Guide

Welcome to the podcast! Excited to have you.

You can check out past episodes here, or subscribe and leave a review on iTunes here.


Please complete the guest intake form HERE.

*Book your preferred time for the show at

  • *Don’t worry about the 15 minute block, I will follow up with an expanded 90-minute invite. 
  • Please anticipate blocking off at least an hour (or up to 90 minutes) to account for setup and any technical difficulties.

Please call, email, or text to let us know if you are held up or need to reschedule. We have a twenty minute late policy for no shows without notice, at which point we will reach out to book a different time or date.


*Please arrive MICROPHONE and camera ready with a strong internet connection.

  1. Connect your computer and Zoom to your mic
  2. Wear headphones

*If you don’t show up with a microphone at least at this level of quality we will not film the show and we’ll need to reschedule.*** 

If your sound quality or wifi connection is poor, we will need to reschedule and you may risk having your episode go unpublished.

Email us if this is an issue and we can find a way to mail you a lended microphone if you need one. 


If you don’t have a mic yet, I recommend this Logitech mic headset. It’s a $20 investment that will pay off for years to come. I own one to film shows when I travel and love it.

If you want to invest in something a little bit higher quality, I am selling a Raizer Seiren X in perfect condition. Send me an email, and I will give you a great deal!  I promise it will be well worth it and used again and again.

You must also make sure you are wearing headphones to prevent an echo. Any pair should do. I personally prefer wearing Airpods.

If you would like to invest in on-camera gear, this magic selfie light will take ten years off and make it look like you’re in full makeup.


Home DIY hacks for that smooth NPR-like sound:

  • Check your internet stability. Ethernet cable connections are preferred over WiFi.
  • Close all other applications that don’t need to be open during the recording. This prevents CPU overload.
  • Important: Please close all other programs that try to use your mic/camera.
  • Audio – An external USB mic is most ideal. In-ear/headphones also work to prevent echo and increase audio quality.
  • Recording Environment – A quiet place and little background noise help create the best environment – things like lots of soft objects, soft or solid walls (vs. glass) is ideal.
  • You can stack a couple of pillows on either side of your computer to help dampen the audio (reduces echo from the room)
  • OR the DIY sound booth hack… your closet! This is the quietest place in most houses – personally one of my favorite places to record. Definitely not an expectation!
  • Technical difficulties happen all the time, and usually account for the first 10 minutes of our meet and greet. Check that your mic is plugged in, double check your Zoom audio input and output sources, and be ready to restart Zoom or your computer as a last resort. Even better if you can restart your computer and Zoom before our meeting. 


We also suggest avoiding wearing distracting accessories from the neck up such as baseball caps, sunglasses, etc. The camera picks up more than you think. Shave your beard , pull your hair back so you don’t play with it, make sure there’s nothing in your teeth, etc. 

The most flattering backgrounds and clothing for the camera are minimal, dark or bright solids – i.e. avoid white colors, heavy patterns, or cluttered backgrounds. Please also tune in from a quiet room with a minimal background and is free of noise or distractions, if possible.

You are welcome to request a break anytime during the session and we can pause filming anytime. You also get say over the final cut (before publishing) if you would like to review or omit anything off the record. The show itself only records for an hour, unless we encounter tech difficulties or are having fun and decide to go long.


Joining the Podcast

It’s as easy as tuning into a Zoom call! Link to join:

Meeting ID: 609 311 4815 Passcode: cool

Urgent questions or technical issues? Call or text my cell (in the calendar invite).


Guest Blog Opportunity

As a guest, you have the option to contribute a book chapter or guest post to to accompany your episode. 


This is also an excellent SEO back link opportunity for your website. Guests who opt in on this also tend to receive more engagement, promotions, and podcast downloads. 

Interested in contributing a guest post to increase the success and engagement of your podcast appearance? Email me and we can brainstorm topics.


Sample Questions

Because wealth building and personal finance is a big subject on this show, we love asking nitty gritty questions about spreadsheets and bottom lines. While we encourage you to prepare to discuss numbers and financials, it is not a requirement for your appearance and can be edited out or declined if you prefer. 


  • What advice would you give yourself 5-10 years ago?
  • What has been your biggest external obstacle or internal demon, and if you have been able to overcome it, how?
  • When starting your current endeavor, what surprised you? What is something you encountered that you didn’t expect?
  • What are most people in your industry doing wrong?
  • What is something that caused you to change your mental mindset 180 degrees?
  • What are your favorite tools and tech stack that help you be more efficient?
  • What is the unexpected career path that led you here today?
  • What is a widely accepted belief or advice you strongly disagree with, and why?
  • How do you overcome overwhelm to stay focused?
  • How did your journey begin on your current project?
  • What are actionable tips and strategies you have found to create success?
  • What is your ‘Why’?
  • Are you bootstrapped or did you raise funding for your venture?
  • If you had to drill your success down to a formula someone else could replicate, what would it be?
  • Are you profitable? If yes, how long did it take for you to hit that goal?
  • What is the one habit, quality, or action you have taken that has made all the difference in your success?
  • What is your most profitable or successful venture to date?
  • How do you define or measure success?
  • What did you want to be when you grow up?
  • What was your worst job ever?
  • Do you have any routines or productivity hacks that have made a big difference for you?
  • What is the most life changing purchase you have made that you would absolutely buy again or suggest to a friend?
  • What is your favorite book, or something you read that changed your life?
  • Who are some heroes that you aspire to be like?
  • What are your favorite resources for advice (blogs, podcasts, influencers, etc.)?
  • Do you ever deal with imposter syndrome or haters? If so, how?
  • How has an apparent failure set you up for later success?
  • What is your funniest quirk or habit?
  • What is the best investment someone can make? (anything from stocks to exercise)
  • What is your personal investment strategy?
  • How did you make your first dollar? First 100K? First million?
  • Where can people find you? (website, social links)
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