Talking Wealth

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88 Folgen

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