Talking Wealth

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Episodis

88 episodis

1. Advising Clients Who Are About to Be Insanely Rich From IPOs With Aj Ayers of BrooklynFi fa 3 dies 32:04
2. “The War Is Over and the Wirehouses Lost” | Jim Gold on Wall Street’s Shakeup fa 1 setmana 30:48
3. What If This Is the Worst Time to Retire? fa 2 setmanes 28:46
4. The Most Game-Changing Company in Wealth with Jason Wenk fa 3 setmanes 49:35
5. Is Your "Tax Alpha" About to Become an Audit? fa 1 mes 42:50
6. How Direct Index Supercharges the Financial Advisor fa 1 mes 19:45
7. Seven Reasons You’re Not Taking Enough Risk with Allison Schrager fa 2 mesos 38:28
8. How to Help Your Clients Live a Rich Life fa 2 mesos 21:53
9. You Don't Own Your Growth fa 2 mesos 26:52
10. Where Options Fit in the Modern Advisor’s Toolkit fa 2 mesos 30:42
11. 27 Million Clients Walk Into an RIA fa 3 mesos 31:23
12. Your Client Is Rich in Real Estate. Now What? fa 3 mesos 36:25
13. How Much AUM do you need to start an RIA? fa 3 mesos 33:21
14. Is the 60/40 Portfolio Too Conservative? | Ben with Benefits fa 3 mesos 35:38
15. The ETF Industry Has Lost Its Mind fa 4 mesos 44:48
16. How to Become a Better Financial Advisor fa 4 mesos 32:14
17. How to Advise the Wealthiest Families in America with Onur Erzan fa 4 mesos 38:42
18. Jon Stein Built Betterment. Here's What He's Building Now fa 4 mesos 31:58
19. How to Give Clients More Peace of Mind in Retirement fa 5 mesos 35:20
20. "The Tech Stack Is Dead" — Jason Wenk on Rebuilding Advisor Infrastructure fa 5 mesos 48:52
21. It’s Good to Be a CFP, Robinhood’s “Concierge” Is Now Hiring Advisors, SpaceX Employee Wealth fa 5 mesos 31:21
22. SpaceX is The Hottest IPO Ever - Here’s Everything Advisors Need To Know fa 5 mesos 34:37
23. Jeremy Schwartz on Rethinking the 60/40 Portfolio fa 5 mesos 26:04
24. The Tax-Loss Machine: How Long-Short Took Over Wealth Management fa 6 mesos 31:44
25. Crushing Skulls in the Asset Management Biz with Manish Khatta (Potomac) fa 6 mesos 32:58
26. Are Financial Advisors Dead? Michael Kitces Weighs In fa 6 mesos 36:24
27. How to Improve Client Portfolios fa 6 mesos 29:31
28. Recruiting Expert Louis Diamond on Why the Market for Advisor Talent Is on Fire fa 7 mesos 31:32
29. How to Create Tax Alpha fa 7 mesos 31:04
30. Death of the Advisor fa 7 mesos 35:53
31. The $3.9 Trillion Land Grab fa 7 mesos 40:02
32. The Missing Layer in Wealth Management fa 8 mesos 25:46
33. The Inside Story of OpenArc’s $129 Billion Breakaway with Dynasty’s Shirl Penney fa 8 mesos 26:06
34. How to Borrow Against Your Portfolio For Less fa 8 mesos 25:42
35. The Extinction Event in Wealth Tech fa 8 mesos 30:09
36. Private Credit: Now Youse Can’t leave fa 9 mesos 33:38
37. Demographics are Destiny in the Housing Market fa 9 mesos 25:43
38. Why 3,000 Financial Advisors Are Meeting up to Discuss AI fa 9 mesos 36:23
39. Private Equity's Liquidity Problem fa 9 mesos 32:14
40. Is Social Security Going Bankrupt? fa 9 mesos 29:09
41. Why Advisors Go Independent fa 10 mesos 32:54
42. The Lie on Both Sides of Investment Management fa 10 mesos 32:23
43. Be the GP: How to Invest in the 2 & 20 fa 10 mesos 32:05
44. How to Beat the 4% Retirement Spending Rule | Ben with Benefits fa 1 any 29:36
45. When Alts Go Bad: The BlueRock Blowup and a Liquidity Wake-Up Call fa 1 any 30:06
46. FINNY Reveals New $150 Million Valuation! fa 1 any 25:19
47. BOMBSHELL - 90 Percent of RIAs are Actually Shrinking! fa 1 any 30:52
48. Here’s What Your Competitors Are Doing. A Deep Dive Into Schwab’s 2025 RIA Benchmarking Study fa 1 any 35:28
49. The Yield Mania: Why Investors Are All in On Income fa 1 any 29:19
50. The Age of Easy AUM Is Over fa 1 any 34:23