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The Wealth Happiness Plan

The Wealth Happiness Plan

By: Bart Dalton
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THE WEALTH HAPPINESS PODCAST 5-Episode Mini-Series Description You spent twenty years building a business worth millions. You planned every detail of the sale: the broker, the solicitor, the tax optimization, and the wealth manager. The deal closes. The champagne flows. The money hits your account. And six months later, you're sitting in a villa in Spain wondering why you feel like you've made the most catastrophic mistake of your life. This is the reality for 75% of business owners who sell their companies: they planned the transaction obsessively but gave zero thought to the transformation. They built "Team One" to get them out financially but never built "Team Two" to help them thrive afterward.

The Wealth Happiness Podcast is a 5-episode mini-series that solves this problem by introducing the five pillars every business owner must build 18-24 months before exit to join the 25% who have zero regrets. Each episode tackles one pillar with brutal honesty and practical frameworks.

Episode 1: Financial Security explores why you need more than "enough money" through the Personal Funded Ratio formula that tells you if you're actually secure, plus the £40-70K "validation income" that proves you're still relevant.

Episode 2: Purpose reveals why full retirement is a trap and how the 60/40 Rule (60% commercial engagement + 40% purpose-driven work = 10-15 hours weekly) delivers fulfillment without burnout.

Episode 3: Health examines why your £15M portfolio is worthless if you're dead at 67, and how environment beats genetics 70-30 in determining whether you live vibrantly to 92 or decline miserably from 65.

Episode 4: Connection uncovers why moving to that Spanish villa destroys the social networks that keep you alive (isolation = smoking 15 cigarettes daily), and how to build advocate relationships that sustain you.

Episode 5: Regret Minimization shows how to build Team Two alongside Team One using the 24-month test-drive roadmap so you transition confidently rather than winging the most important chapter of your life.

Hosted by B.D. Dalton II ("The Wealth Happiness Guy"), featuring world-class experts and real business owners who got it right. Don't retire. Rewire.Copyright Bart Dalton Economics Personal Finance
Episodes
  • Retirement Is Dead. Don Ezra's Building Something Better.

    Retirement Is Dead. Don Ezra's Building Something Better.
    Jun 1 2026
    Welcome to another lively episode of The Wealth Happiness Plan podcast! Today, we're diving deep into the five pillars of wealth happiness, financial security, purpose, health, community, and regret minimization—with our very special guest, the legendary Don Ezra. At 81 years young, Don brings a lifetime of wisdom, a globe-trotting career, and a fresh perspective on how to find true happiness in what he calls "Life 2.0"—that exciting chapter after full-time work.

    From consulting to the world’s biggest pension funds to crafting tools for everyday peace of mind like the Personal Funded Ratio, Speaker A shares stories of luck, adventure, and practical steps for dreaming bigger and enjoying life to the fullest. Get ready for honest talk about why planning is your golden ticket to freedom, how to stop worrying about outliving your money, and why 150% on your personal funded ratio means it might just be time to book that third holiday—and feel fantastic about it!

    So grab your coffee, open your mind, and let’s reimagine what real wealth and happiness look like after the 9-to-5.
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    37 mins
  • The Danger Nobody Warns You About When You Sell Your Business-Ross Tomkins brings reality checks

    The Danger Nobody Warns You About When You Sell Your Business-Ross Tomkins brings reality checks
    May 4 2026
    Welcome to The Wealth Happiness Plan! Today I sat down with Ross Tompkins, who went from hands-on physiotherapist to serial healthcare entrepreneur, having acquired 25 businesses. We dove into the power of asking the right questions, how your identity shifts when you exit your business, and the secret to staying healthy in the midst of all that chaos—think sleep, movement, mindfulness, and reconnecting with what truly matters. Whether you're selling your company or just looking to level up, this episode is packed with real talk on purpose, family, and not losing yourself along the way.
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    30 mins
  • Die With Zero Bill Perkins on Living Fully and Maximizing Life’s Experiences

    Die With Zero Bill Perkins on Living Fully and Maximizing Life’s Experiences
    Apr 12 2026
    On this episode of The Wealth Happiness Plan, host B.D. Dalton sits down with the multi-faceted Bill Perkins—hedge fund manager, former film producer, high-stakes poker player, and the mind behind the transformative philosophy "Die With Zero."

    Together, they unpack what it truly means to live a life rich in fulfillment rather than just dollars and cents. Bill Perkins shares the inspiration behind his bestselling book, diving into how we often exchange our most precious resource—our time—for money, only to lose sight of what the money is actually for.

    Bill introduces ideas like “memory dividends,” the ongoing joy we receive from our experiences, and the concept of “time buckets” for intentional living through every season of life. The conversation explores why most people’s plans for the future are stuck on autopilot, how we can help friends join us in memorable adventures, and why legacy isn’t just about inheritance—it’s about timing and impact.

    Packed with fresh perspectives, practical wisdom, and a lively back-and-forth, this episode will inspire you to reconsider how you allocate your wealth, your energy, and, most importantly, your time. It’s all about making sure that when the ride is over, you truly left it all on the field.
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    31 mins
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