PODCAST · business
Presilium Private Wealth
by Jerry Davidse
A podcast from Presilium Private Wealth with a variety of interesting strategies to improve your family's long-term financial plan.
Episodes
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Comparing The Cycles of US vs International Stocks
In this episode of Practical Cents, Cullen Martin, CFP®, discusses the shifting cycles between U.S. and international stock market performance. After a decade-plus of U.S. equity dominance, international stocks showed strong relative performance through mid-2026. Is it time to adjust your…
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How We're Preparing for Your 2027
A financial plan should evolve as life changes. Income, spending, family circumstances, retirement timelines, and long-term goals can all shift from year to year. In this episode of Financial Planning Insights, Jerry Davidse, CFP®, explains why Presilium Private Wealth begins its annual financial...
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Our Stress Test
Market declines are a normal part of investing, but understanding how a significant market drop could impact your portfolio is key to long-term financial planning. In this episode of Financial Planning Fridays, Jerry Davidse, CFP®, explains how Presilium’s stress test report helps investors...
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Risk Is A Value Killer
Are hidden business risks quietly eroding your enterprise value? While every business owner takes calculated risks when hiring, investing, or expanding, unmanaged exposures can significantly impact your exit strategy and succession planning. In this episode of Building Value, Brook Hart explores...
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What Do You Think About the Stock Market?
In this episode of Practical Cents, Cullen Martin, CFP® addresses one of the most common questions financial advisors receive: "What do you think about the stock market?" While market volatility and daily stock headlines capture attention, long-term wealth accumulation and successful retirement...
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0% Return for 10 Years
What happens if the stock market goes nowhere for an entire decade? Between 2000 and 2009 (often called the “Lost Decade”) the S&P 500 index experienced two major bear markets, resulting in a flat to negative total return. In this episode of Financial Planning Fridays, Jerry Davidse, CFP®, breaks...
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How Do I Retire (Well)?
Are you asking "Can I afford to retire?" In this episode of The Big Question, Brook Hart of Presilium Private Wealth explains why retiring well is about more than just your savings—it’s about financial confidence and finding your purpose. Learn how to transition from earning a paycheck to...
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Your Investment Performance
Understanding how your investments are allocated and how different accounts work together can provide essential context for long-term financial planning. In this episode, Jerry Davidse walks through Presilium’s customized investment performance report to show how regular reviews may help you...
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Presilium's Down-Market Playbook
Building long-term wealth can require more than participating in market growth; it also involves preparing for periods when markets experience a downturn. While the stock market has historically delivered long-term returns, market volatility and corrections are a normal part of investing. Having…
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Make Your Charitable Giving More Effective
Looking to make your charitable giving more effective while optimizing your overall financial strategy? Charitable giving can be a powerful component of a long-term financial plan, but the specific strategy you choose can have significant tax and investment implications. In this episode of...
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How Long Can Stocks Continue to Go Up?
After a strong period of stock market performance, investors may naturally wonder how long the current bull market could continue. While historical data offers useful perspective on market cycles, past trends cannot reliably predict future results. In this episode, Jerry Davidse examines…
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The Importance of Reviewing Your Tax Return
For many high-income individuals and families, taxes can represent one of their largest ongoing expenses. Yet tax planning is often treated as a separate activity during filing season rather than as an important part of a comprehensive financial plan. In this episode, Cullen Martin, CFP®…
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Why We Rebalance
Market movements can naturally cause your investment portfolio to drift away from your original target allocation. Over time, this shift may unknowingly expose your investments to more risk (or less growth potential) than your financial plan intended. In this episode, Jerry Davidse breaks down…
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Systems Create Freedom
People are essential to every successful business, but talented employees alone aren't enough to create lasting enterprise value. In this episode of Building Value, Brook Hart explores why the strongest businesses rely on documented systems and processes that enable teams to perform consistently...
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How Consistent Returns Build Wealth
When evaluating investment strategy and performance, it can be tempting to focus on one primary number: average annual return. However, average annual returns alone may not tell the full story. The consistency and volatility of portfolio returns can significantly impact how wealth compounds over...
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Should You Invest or Pay Down Debt First?
Struggling to decide whether to put your extra cash into the stock market or towards your mortgage/loans? You aren't alone. This common financial dilemma can make or break your long-term wealth building. One of the most common questions in personal finance is whether extra cash should be used to...
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What Is Your Number?
Determining how much is enough is a fundamental question in financial planning that helps shape your long-term strategy. In this episode of the Presilium podcast, Jerry Davidse explores the concept of "finding your number" and how it brings clarity to your personal goals, investments, and overall...
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I've Been Hacked, What's Next?
In this episode of The Big Question, Brook Hart of Presilium Private Wealth addresses a scenario nearly everyone fears: being the victim of cybercrime. Hackers can strike at any time, targeting emails, devices, and online accounts. The critical question is not if, but how you respond to minimize...
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Why We Spend More Time Planning Than Predicting
No one can consistently predict market movements, despite the constant stream of headlines and forecasts. Successful investing is often built on preparation, discipline, and a well-designed financial plan. In this episode, Jerry Davidse explains why planning for uncertainty can be more effective...
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Critical Tax Considerations Before Converting to a Roth IRA
Roth conversions can be a significant tax planning strategy within a comprehensive financial plan. By converting assets from a pre-tax retirement account to a Roth IRA, investors may gain greater flexibility over future taxable income and could potentially reduce lifetime taxes, depending on...
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Don’t Wait, Just Invest
Waiting for the "perfect" time to invest can be one of the most costly mistakes an investor makes. While market conditions, interest rates, and economic headlines constantly change, history has shown that long-term success is often driven more by time in the market than by trying to predict the...
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The 90-Day Test
What would happen if you stepped away from your business for 90 days? In this episode of Building Value, Brook Hart explores how this simple thought experiment can uncover one of the biggest threats to long-term business value: owner dependency. While being involved in every aspect of the…
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Why Simple Investing Often Beats Complex Investing
Is your investment strategy more complex than it needs to be? It’s easy to get caught up in the noise of the financial world, thinking that sophistication equals better results. Simple investment strategies have often stood the test of time, even as financial markets and investment products have...
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What Can A Financial Plan Do For You And Your Family
The term "financial plan" is frequently used in the financial services industry, but its meaning can vary depending on who you ask. For some, it may simply refer to an investment portfolio. For others, it may be a retirement projection or a budget. In reality, a comprehensive financial plan is…
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What Is It Like To Be A Client Of Presilium?
In this episode of The Big Question, Brook Hart explains what the client experience actually looks like at Presilium Private Wealth. A question that naturally comes up during conversations with prospective clients. Most people assume the answer revolves around meetings, portfolio reviews, or...
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The Silent Threat to Your Wealth - Inflation
Inflation is one of the most significant long-term risks investors face, yet it often receives far less attention than market volatility. While market declines can be temporary, inflation steadily reduces purchasing power over time. In this episode, Jerry Davidse explains why preserving wealth...
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How Patience Builds Wealth
One of the most powerful forces in investing isn't stock selection, market timing, or economic forecasting… It’s TIME. In this video, Jerry explores the relationship between time horizons and investment success. By reviewing historical data from the S&P 500 since 1950, we look at how the power of...
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The Most Powerful Tax Advantaged Account Explained
When it comes to retirement and tax planning, most investors are familiar with the trade-off between reducing taxes today and reducing taxes in the future. Traditional retirement accounts may provide a current tax deduction, while Roth accounts offer the potential for tax-free qualified…
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If You're The Business, You Don't Own an Asset
Many business owners fall into the trap of becoming the business itself, which often stagnates growth and limits your enterprise value. In this episode of Building Value, Brook Hart, CFP®, CEPA®, discusses the critical link between reducing owner dependency and long-term business succession...
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Opportunity Cost
Bonds play an important role in many investment portfolios, providing stability, liquidity, and flexibility during periods of market uncertainty. However, understanding the opportunity cost of prioritizing stability over long-term growth is just as important. In this episode, Jerry Davidse…
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200 Weeks of Financial Planning Fridays
This milestone marks the 200th episode of Financial Planning Fridays—a series created to help investors make better long-term financial decisions through education, perspective, and disciplined thinking. In this episode, Jerry Davidse reflects on the lessons learned after 25 years as a financial...
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Trump Accounts: What Are They And How Do They Work?
Recent discussions around so-called "Trump accounts" have generated significant interest among parents and grandparents looking for ways to save for the next generation. As questions continue to emerge, many families are asking the same thing: What are these accounts, and how might they fit into…
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What Happens When The Markets Are Down?
In this episode of The Big Question, Brook Hart of Presilium Private Wealth addresses one of the most common concerns investors face: what actually happens when markets decline. Market downturns are inevitable. While rising markets bring optimism, headlines, and record highs, the real test of a...
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What Our Independence Means for You
As America celebrates 250 years of independence, it’s a fitting time to reflect on the value of independence in the financial advisory profession. In this episode, Jerry Davidse discusses what it means to be an independent Registered Investment Advisor (RIA), how independence can benefit clients,...
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The Most Important Investment Chart You Will Ever See
This week, Jerry Davidse explores the critical differences between historically short lived bear markets and massive long lasting bull markets. He explains why reacting to volatility out of fear can jeopardize your financial success and cause you to miss powerful market recoveries. Discover how...
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PC 15 - Your Retirement Plan's Cushion Against Market Downturns
Market downturns are a normal part of investing. The real question is not whether volatility will happen, but whether your financial plan is prepared for it. In this video, Cullen explains the purpose of your Presilium Market Cushion Report and how it helps evaluate your portfolio’s ability to...
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PC14 - Stress Testing Your Portfolio Through the Worst Market Declines
Market volatility is an inevitable part of long-term investing. While no one can predict when the next downturn will occur, history has consistently shown that investors who remain disciplined through periods of uncertainty are often better positioned to pursue their long-term goals than those…
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FPF 198 - What We Can Learn From The Most Successful Investors
What do the wealthiest and happiest families often have in common? After more than 25 years of working with financially successful families, Jerry Davidse has noticed that lasting wealth is rarely just about intelligence, investment knowledge, or trying to outperform everyone else. In this…
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FPF 197 - Key Lessons From 25 Years as an Advisor
After 25 years as a financial advisor and more than 25,000 client meetings, Jerry Davidse reflects on the lessons that have shaped his career, his relationships with clients, and his outlook on the future. From the tech bubble and the global financial crisis to COVID and countless other periods…
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BV 23 - Not All Growth Is Created Equal
Not all growth actually improves a business. In this episode of Building Value, Brook breaks down a common trap: confusing increased revenue with real progress. While more customers and opportunities may look like success on paper, undisciplined growth often leads to operational chaos, weak...
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FPF 196 - How to Think About Investment Risk
In this episode, Jerry Davidse of Presilium explains why successful investors do not avoid every market downturn. Instead, they prepare for them in advance. From wars and recessions to inflation, banking crises, political uncertainty, and pandemics, markets have faced plenty of difficult periods...
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PC 13 - Tax Diversification for Your Account
Diversification is often associated with how investments are allocated across asset classes, sectors, and markets. While that form of diversification plays an important role in managing risk, it is only one part of a well-structured financial plan. Tax diversification focuses on a different, but...
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FPF 195 - What Wealthy Retirees Love About Roth Conversions
Taxes are one of the largest long-term expenses many families will face, yet they are often one of the most overlooked areas of financial planning. In this episode, Jerry Davidse explains why Roth conversions can be a powerful strategy for managing future tax liability, creating long-term...
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TBQ 36 - Is Your Peace of Mind Complete
In this episode, Brook Hart of Presilium Private Wealth explores the often-overlooked dimensions of financial peace of mind. True security isn’t just about your own finances. It extends to those you care about, whether it’s aging parents, children coming of age, or other loved ones whose…
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FPF 194 - How to Protect Your Family From Worst Case Financial Scenarios
The next decade is expected to bring rapid advancements across healthcare, communication, transportation, robotics, and global access to opportunity… changes that could reshape how people live and work. In this episode, Jerry Davidse explores how these innovations may impact daily life and...
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PC 12 - Why We Love Indexing!
With the wide range of investment products and strategies available today, investors have more choice than ever before. While that can be beneficial, it can also create complexity and lead to indecision. In many cases, more options do not lead to better outcomes. They lead to unnecessary…
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FPF 193 - Why The Next 10 Years Will Be Incredible
The next decade is expected to bring rapid advancements across healthcare, communication, transportation, robotics, and global access to opportunity… changes that could reshape how people live and work. In this episode, Jerry Davidse explores how these innovations may impact daily life and...
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BV 22 - The Ceilings You Don't See
Most businesses plateau not because demand disappears, but because unseen ceilings block growth. Capacity limits, operational bottlenecks, staffing challenges, inefficient systems, or even the owner’s own time and attention can quietly cap a company’s ability to scale. In this episode of Building...
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FPF 192 - How to Hedge Concentrated Stock
When a single stock becomes a large portion of overall wealth, it can create a difficult tradeoff between protecting what’s been built and maintaining future upside. Concentrated positions often come from equity compensation, long-term investments, or business success—and managing that risk...
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FPF 191 - Why Now is the Best Time to Be Alive
Despite the constant flow of negative headlines, long-term data tells a very different story about the world today. Across health, education, and economic opportunity, global progress has been significant, and continues to accelerate. In this episode, Jerry Davidse takes a step back from…
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Frequently Asked Questions
How many episodes does Presilium Private Wealth have?
Presilium Private Wealth currently has 317 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Presilium Private Wealth about?
A podcast from Presilium Private Wealth with a variety of interesting strategies to improve your family's long-term financial plan.
How often does Presilium Private Wealth release new episodes?
Presilium Private Wealth publishes regularly with 317 episodes available. Check the episode list for the typical release schedule.
Where can I listen to Presilium Private Wealth?
You can listen to Presilium Private Wealth on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Presilium Private Wealth?
Presilium Private Wealth is created and hosted by Jerry Davidse.
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