Hey Moe Hey - Submit Your Questions For The PPCEO Podcast

1
Full Name* This field is required.
First Name
Last Name
2
Best Email* This field is required.
example@example.com
3
Cell Phone Number* This field is required. In Case We Have Any Questions About Your Submission
Please enter a valid phone number.
4
Which best describes your current financial position?* This field is required.Make ONE Choice
I earn a strong income but don’t feel financially organized or optimized
I earn well and have assets but no cohesive wealth strategy
My income is growing rapidly and I want to structure it correctly
I’m financially stable but know I could be positioned better
I’m currently in financial distress (may not qualify)
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What is your current annual personal or household income?* This field is required.Select One
Under $75,000
$75,000 – $149,999
$150,000 – $249,999
$250,000 – $499,999
$500,000+
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Which statement best reflects your relationship with money right now?* This field is required.Select One
I manage money month-to-month
I save, but without a long-term strategy
I invest sporadically without a unified plan
I want intentional wealth systems, not advice
I’m already strategic and want refinement and leverage
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What are you most interested in improving over the next 12–24 months?* This field is required.(Select up to two)
Cashflow structure and control
Credit optimization and leverage
Asset positioning (business, real estate, investments)
Tax-aware wealth planning
Long-term legacy and generational planning
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Which best describes your primary motivation for seeking private wealth strategy?* This field is required.
I want to stop reacting and start planning
I’ve outgrown surface-level financial advice
I want to protect what I’m building
I want to create generational impact
I feel stuck and need direction
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Have you ever worked with a financial professional, strategist, or advisor before?* This field is required.
No
Yes — but it felt transactional
Yes — but it lacked personalization
Yes — and I want a higher-level strategy now
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How do you typically make decisions about investing in yourself or your financial future?* This field is required.
I take a long time and need extensive reassurance
I move when I feel pressure
I decide once I see clear value and structure
I act decisively when the opportunity aligns
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Private wealth strategy requires time, transparency, and implementation.* This field is required.
I’m exploring and gathering information
I’m serious but not ready to act yet
I’m ready to implement strategic changes
I’m prepared to prioritize this now
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If accepted, how soon are you prepared to begin a private strategy engagement?* This field is required.
Immediately
Within 30 days
Within 60–90 days
Unsure
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In your own words, what does “financial success” look like for you five to ten years from now?* This field is required.
Huge
Large
Normal
Small
Ok
Ok
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I understand this is a private screening process and not everyone who applies will be accepted.* This field is required.
Clear
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