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89 эпизодов

  1. Why Smart People Make Dumb Money Decisions 28:51
  2. Advising Clients Who Are About to Be Insanely Rich From IPOs With Aj Ayers of BrooklynFi 32:04
  3. “The War Is Over and the Wirehouses Lost” | Jim Gold on Wall Street’s Shakeup 30:48
  4. What If This Is the Worst Time to Retire? 28:46
  5. The Most Game-Changing Company in Wealth with Jason Wenk 49:35
  6. Is Your "Tax Alpha" About to Become an Audit? 42:50
  7. How Direct Index Supercharges the Financial Advisor 19:45
  8. Seven Reasons You’re Not Taking Enough Risk with Allison Schrager 38:28
  9. How to Help Your Clients Live a Rich Life 21:53
  10. You Don't Own Your Growth 26:52
  11. Where Options Fit in the Modern Advisor’s Toolkit 30:42
  12. 27 Million Clients Walk Into an RIA 31:23
  13. Your Client Is Rich in Real Estate. Now What? 36:25
  14. How Much AUM do you need to start an RIA? 33:21
  15. Is the 60/40 Portfolio Too Conservative? | Ben with Benefits 35:38
  16. The ETF Industry Has Lost Its Mind 44:48
  17. How to Become a Better Financial Advisor 32:14
  18. How to Advise the Wealthiest Families in America with Onur Erzan 38:42
  19. Jon Stein Built Betterment. Here's What He's Building Now 31:58
  20. How to Give Clients More Peace of Mind in Retirement 35:20
  21. "The Tech Stack Is Dead" — Jason Wenk on Rebuilding Advisor Infrastructure 48:52
  22. It’s Good to Be a CFP, Robinhood’s “Concierge” Is Now Hiring Advisors, SpaceX Employee Wealth 31:21
  23. SpaceX is The Hottest IPO Ever - Here’s Everything Advisors Need To Know 34:37
  24. Jeremy Schwartz on Rethinking the 60/40 Portfolio 26:04
  25. The Tax-Loss Machine: How Long-Short Took Over Wealth Management 31:44
  26. Crushing Skulls in the Asset Management Biz with Manish Khatta (Potomac) 32:58
  27. Are Financial Advisors Dead? Michael Kitces Weighs In 36:24
  28. How to Improve Client Portfolios 29:31
  29. Recruiting Expert Louis Diamond on Why the Market for Advisor Talent Is on Fire 31:32
  30. How to Create Tax Alpha 31:04
  31. Death of the Advisor 35:53
  32. The $3.9 Trillion Land Grab 40:02
  33. The Missing Layer in Wealth Management 25:46
  34. The Inside Story of OpenArc’s $129 Billion Breakaway with Dynasty’s Shirl Penney 26:06
  35. How to Borrow Against Your Portfolio For Less 25:42
  36. The Extinction Event in Wealth Tech 30:09
  37. Private Credit: Now Youse Can’t leave 33:38
  38. Demographics are Destiny in the Housing Market 25:43
  39. Why 3,000 Financial Advisors Are Meeting up to Discuss AI 36:23
  40. Private Equity's Liquidity Problem 32:14
  41. Is Social Security Going Bankrupt? 29:09
  42. Why Advisors Go Independent 32:54
  43. The Lie on Both Sides of Investment Management 32:23
  44. Be the GP: How to Invest in the 2 & 20 32:05
  45. How to Beat the 4% Retirement Spending Rule | Ben with Benefits 29:36
  46. When Alts Go Bad: The BlueRock Blowup and a Liquidity Wake-Up Call 30:06
  47. FINNY Reveals New $150 Million Valuation! 25:19
  48. BOMBSHELL - 90 Percent of RIAs are Actually Shrinking! 30:52
  49. Here’s What Your Competitors Are Doing. A Deep Dive Into Schwab’s 2025 RIA Benchmarking Study 35:28
  50. The Yield Mania: Why Investors Are All in On Income 29:19