Welcome to Beyond the First Million... powered by Ducker Wealth.

Hosts, Gideon Ducker & Jordan Haines are both lead planners at Ducker Wealth, an independent virtual RIA that works with mid-career professionals and their families all around the country. This podcast, which is somewhere between 2 and 40 years in the making, is about the real-life financial decisions that high-income-earning families make every day from the point of view of two people guiding folks through those very decisions. 

This show tackles how Drucker Wealth clients think about home buying and education planning, how they balance retirement saving and vacation spending, and every little financial decision they make along the way. No hot stock picks, no market timing strategies, and definitely no secret (and probably illegal) tax loopholes here. 

Gideon and Jordan will focus relentlessly on how to use money to optimize your life in the real world. They will also give you a peek behind the scenes of what a financial planner actually does and what matters if you're considering hiring one. That's the promise: real life considerations, real client stories, and real advice to help you make better financial decisions. New episodes will post live every Thursday. We can't wait for you to join us.  

Where to watch & listen...

Meet the Hosts...

Gideon Drucker, CFP®

President & CEO, Drucker Wealth

📚 Favorite investing book

Simple Wealth, Inevitable Wealth by Nick Murray

🎧 Favorite podcast

The Rewatchables.

Sometimes you need a mental break...nerding out about a great movie does it for me!

💬 Favorite money quote

"Don't use your life to increase your wealth. Use your wealth to increase your life"

💰 Financial philosophy:

Live below your means. Invest Aggressively. Strive to reach a level of FU. (Inspired by The Gambler → Watch the scene )

🎾 Weekend hobby

Playing tennis (mostly so I can win my wife's family's tournament) and reading about US & Jewish History

 🛣️ Favorite road trip snack

Beef Jerky, Bold Check Mix, and an Arnold Palmer

Read Gideon's full bio here.

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Jordan Haines, CFP®

Lead Financial Planner, Drucker Wealth

📚 Favorite investing book

The Psychology of Money by Morgan Housel

🎧 Favorite podcast

Founders with David Senra.

I love learning about people who build things.

💬 Favorite money quote

“Don’t ‘should’ yourself”—Not technically a money quote, but I heard this from a friend YEARS ago, and now I reference it the most when talking about money. 

💰 Financial philosophy

Focus on what you can actually control.

🏕️ Favorite hobby

Backpacking—or really anything that gets me up into the mountains.

🥥 Favorite road trip snack

The ultimate trio: Good & Plenty, dill pickle sunflower seeds, and a Bai coconut drink.

Read Jordan's full bio here.

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Is this podcast for you?

If you...

✔ earn a good income but wonder if you're making the right financial decisions

✔ receive stock compensation

✔ are balancing career, kids, and aging parents

✔ want financial advice without Wall Street jargon

✔ enjoy thoughtful long-form conversations

...you're in the right place.

What you will learn...

Building Wealth

Investing, asset allocation, market psychology

Buying a Home

Mortgages, affordability, tradeoffs

Career & Equity Compensation

RSUs, stock options, promotions, changing jobs

Life's Big Decisions

Marriage, kids, aging parents, spending priorities

Retirement Planning

Financial independence, withdrawal strategies, timing

Taxes

Smart tax planning, Roth strategies, capital gains

Estate Planning

Wills, trusts, beneficiaries, legacy planning

Money Psychology

Behavior, risk, decision making, avoiding costly mistakes

Straight From the Mic

Some of our favorite moments from past episodes.