Moneywise

Daniel Berk

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Booking Overview

Moneywise is a high-net-worth personal finance show for founders and CEOs, featuring radically transparent breakdowns of portfolios, spending, and exit money. Guests with real, large-scale liquidity events share detailed numbers and lessons in a peer-level context tailored to the Hampton community.

Metrics

Episodes: 99

Frequency: Weekly

Rating: 4.7/5.0

Estimated listeners: 10k-100k

Gender skew: Male

Location: USA

YouTube: 21.0k subscribers

Contact Information

support@lowerstreet.co

For verified host and producer emails, sign up to view.

Host

Daniel Berk - Host of Moneywise. The description says Daniel Berk is joined by high-net-worth guests to explore personal finance and lifestyle with detailed transparency into financial numbers and habits. The sh...

Booking Intelligence

Booking Requirements

high
Typical Credentials:  
High-net-worth founders/CEOs (or similarly wealthy professionals) with meaningful liquidity/exit history and demonstrable experience managing large portfolios, spending, and investment strategy post-exit.
Required Achievements:  
$10M+ exits or multi-exit track records, Founder/CEO background at fast-growing tech-enabled businesses, Large-scale portfolio allocation experience after liquidity events, Investment involvement via recognizable investment structures (e.g., private equity/alternatives)

Recent Guest Discussions

Michael Wystrach - Asset-sale Mechanics And Personal Living Costs; Cash Flow And Earn-out Math; Real Estate Philosophy; What Changes After A Nine-figure Exit; Portfolio And Spend Breakdown Lessons.

David Royce - Exact Mechanics Of Asset-sale Exits; Equity Structure Across Exits; Portfolio Framework Including Cash Buffer Strategy; Tax-loss Harvesting; Alternatives And Private Equity/direct Deals; Reflections On Life-changing First Exit.

Anne Mahlum - Portfolio Breakdown Two Years Post-exit; Approach To Investments And Private Investments; Post-exit Life/legal Fallout; Spending Behavior Including Intentionally Spending ~$200k/month; Life Priorities And Reflections.

Recent Topics

Personal Finance, Wealth, Investing, Exit, Tax

Episodes

Here's the recent few episodes on
Moneywise
:

He Sold For $1.5B But Will Never Retire

July 01, 2026

He had $15 in the bank and a $1M judgment against him. Eight years later, Nestlé bought his company for $1.5B — then shut it down.Also, this podcast is made by Hampton, which is a community for founders doing on average $20 million a year in revenue. We saw a lot of these money conversations happening privately behind closed doors and we thought, "What the heck, let's make it public." If you are a founder, apply here: http://joinhampton.com/mwMichael Wystrach built Freshly out of the wreckage...

He Sold 4 Companies for $1.5B. The $13M Exit Changed His Life.

June 23, 2026

We did something nuts: we got 50+ founders to reveal their net worth, portfolios, income, expenses. Its free and right here: https://joinhampton.com/mw-wrWhy this podcast exists:Hampton is a community for founders. Members do an ave of $20m/year in revenue.Tons of the convos within the community are about money: how to invest, how to spend, how much to pay yourself...all this stuff you can't Google.We thought "Let’s just make these convos public". And thus, this podcast Moneywise came to be.W...

How Anne Mahlum Spends $200k/month with a $115M Net Worth

June 16, 2026

She sold for $88M, almost bought a lake house she didn't want, and spent $340K on Knicks playoff tickets — then gave two away because it felt better.We're still surprised people did this but... 50+ founders worth $10M to $4B reveal their personal finances. Here it is: https://joinhampton.com/mw-wrWhy do we do this? Because if you're an aspirational person or someone who runs a business and is making money, it's incredibly challenging to figure out what to do. Information is impossible to find...

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