PODCAST · business
Wealth Actually
by Frazer Rice
Covering the issues that affect business, entrepreneurship, wealth, trusteeship and culture.
Episodes
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PRIVATE PLACEMENT LIFE INSURANCE
Private Placement Life Insurance (PPLI) is a life insurance policy used as a tax-efficient wrapper for long-term investments. It works best for families who have money they will never spend, who can commit about $10 million in premium, who hold the policy in an irrevocable trust, and who are...
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Algorithms, AI, and the Attention Economy
DAVID PAKMAN — political commentator, YouTube host, and author of the new book Pay Attention — joins me to talk about Algorithms, AI, and the Attention Economy. We break down how attention became the core commodity of the modern economy, why algorithms reward outrage over nuance, and what happens...
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AI, Digital Identity, and Estate Planning
What happens to your voice, image and online accounts after you die? In this episode of Wealth Actually, I welcome back NATALIA PARKER and TATYANA THURSTON of DEXIT to discuss digital identity and estate planning in the age of AI. https://youtu.be/MdnUcekE-08 The issue is bigger than recovering a...
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250 Years of American Compounding with Meb Faber
Fire the Whole Investment Team: Meb Faber on 250 Years of American Compounding and Why CalPERS Can’t Beat a 60/40 allocation https://youtu.be/9lBYkG4J2sY A dollar invested in the U.S. stock market in 1800 is worth roughly $200 million today, and Meb Faber says the giant pension funds paid to beat...
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Founder Succession Roadblocks
When the Title Changes but the Authority Doesn’t: Family Business Succession with Paul Edelman Most family business succession plans fail not because the legal structure is wrong, but because authority never actually moves. In this episode of Wealth Actually, Frazer Rice talks with Paul Edelman,...
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Choosing a Trustee: Why Naming Your Kid May Be a Mistake — Marguerite Lorenz
Choosing a Trustee: Why Naming Your Kid May Be a Mistake — Marguerite Lorenz Short answer: Naming your child as trustee, executor, or agent under your power of attorney is the default choice for most American families — and it is frequently the wrong one. In this episode of Wealth Actually, host...
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REDUCING THE NOISE OF AI INVESTING
“Reducing the Noise of AI Investing”: In this Wealth Actually episode, Frazer Rice speaks with KEVIN SHEA, Senior Equity Analyst at BNY Wealth, about AI Investing and how investors should think about artificial intelligence as an investment theme rather than just a headline-driven trend. They...
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College Success: Essential Tips from Laurie Dhue
For many, college success seems pre-ordained and the rightful outcome of a thoughtful next generation development plan, But, we all know this isn’t always the case. One of the great fears for many families is a child stumbling with their first taste of independence and outside accountability....
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CITIZEN HEIR
Citizen Heir: How Engaged Citizenship Helps Solve The Three Generation Rule Destroying Most Wealthy Families https://youtu.be/yyt4d271lSU Citizen Heir Successful families right now are struggling mightily to raise their kids to be productive, moral people in an Instagram me‑first world. The...
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THE NEW CEO SOCIAL MEDIA PLAYBOOK
The New CEO Social Media Playbook: Communications Strategies in the Digital Age for the Modern CEO. In this episode, TED MERZ from Principals Media discusses the seismic shifts in corporate communications, exploring how CEOs can build authentic visibility in a rapidly evolving digital landscape,...
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GETTING THE BUSINESS READY TO SELL
ALEXANDRIA SEYDEL from Ripples Edge Advisors shares expert strategies on "getting the business ready to sell." We focus on exit planning and getting the most value out of the transaction. Discover how early planning, owner mindset, and strategic positioning can lead to successful exits and...
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Bringing Simplicity Back to Investing
In a world of noise and distraction, there is a trend in "Bringing Simplicity Back To Investing." RICK FERRI and I talk about why it's important for investments and why it's important for individuals. You're going to leave here understanding a new framework for looking at your investment…
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DIGITAL ASSETS ESTATE PLANNING
This interview explores the critical importance of managing digital assets in estate planning, highlighting the challenges of digital inheritance, account access, and cybersecurity risks. TATYANA THURSTON and NATALIA PARKER share insights on creating effective digital estate plans, tools, and…
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QSBS ROLLOVERS
BRADY WELLER discusses the intricacies of QSBS rollovers, including eligibility, timing, and strategic planning for founders and investors. The goal is to help the listener maximize tax benefits and navigate the legal complexities of this powerful tool. https://youtu.be/gvQ0ZskvWVI QSBS, tax...
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Health as an Asset Class
https://youtu.be/FU5IvtBbtCY JOHN SAMUELS from WELLWORTH ADVISORS discusses "HEALTH AS AN ASSET CLASS" and the nuances of personalized healthcare management for high-net-worth individuals. We contrast concierge medicine with comprehensive health advisory services. Learn about his book…
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THE FIGHT AGAINST GASLIGHTING IN THE WORKPLACE
"Breaking the Glass Ceiling: Julia Carreon's Fight Against Corporate Gaslighting" In this episode, Frazer Rice sits down with Julia Carreon to explore her recent high-profile litigation against a major financial institution and her powerful insights on women in leadership, corporate culture, and...
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THE TRUSTEE CRISIS: Navigating the Challenges
There is a storm coming with the challenges of navigating the TRUSTEE CRISIS. It is one of the biggest blind spots in the "GREAT WEALTH TRANSFER" and will be the source of mountains of litigation for the unwary, https://youtu.be/hwQev88A03M Summary In this conversation, Frazer Rice and Jennifer...
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SPORTS MEDIA FOR ENTREPRENEURS
Frazer Rice and Bram Weinstein, the "Voice of the Washington Commanders," discuss the shift in sports media for entrepreneurs. The current state of sports journalism is in flux, especially with the decline of the Washington Post's sports section and its implications for local coverage. We explore...
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QSBS for FOUNDERS
This conversation delves into the intricacies of Qualified Small Business Stock (QSBS) and its significant tax benefits for founders. MICHAEL ARLEIN, Partner at Patterson Belknap, explains the eligibility criteria, the importance of strategic planning, and the potential pitfalls that can arise.…
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FOREIGN OPTIONS for US CITIZENS
Foreign Options for US Citizens Summary: https://www.youtube.com/watch?v=d-Jnr3Go2Gg Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com) In this conversation, Frazer Rice of Next Vantage and Judi Galst of Henley and…
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10 FAMILY OFFICE MYTHS EXPOSED
In this episode, 10 Family Office Myths exposed (and debunked). https://youtu.be/j1cgcZZcRBM Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com) Welcome back and Happy New Year on the Wealth Actually podcast. I'm Frazer…
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THE BIRTH OF AN ETF
We have Mike Monaghan on the show today and covering the "Birth of an ETF." He's going to talk about the Founders ETF and its new launch. We're also going to talk a little bit about what it takes to get an ETF up and running. From a compliance perspective, remember, there's no guarantee of future...
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DIVORCE FOR THE WEALTHY WOMAN
BROOKE SUMMERHILL has written a new book to address "Divorce and the Wealthy Woman." https://youtu.be/FFSeBg3XT8M In this conversation, Brooke discusses the complexities of divorce, particularly focusing on the financial aspects that wealthy women face. She emphasizes the importance of...
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THE TENNESSEE WEALTH ECOSYSTEM
Wealthy families are discovering Tennessee's legal and tax ecosystem as a key component for their long term wealth strategy. I spoke with ANDREA CHOMAKOS from Pendleton Square Trust on Tennessee around these advantages that the Tennessee Wealth Ecosystem provides in the context of other states'...
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THE MUSIC BUSINESS: “REPUTATION OVER FAME”
Musician and label owner, Blake Morgan, discusses the Music Business and the importance of "Reputation over Fame." Ever wondered how musicians really make money? It's a tough journey filled with losses and small wins, but it's all about persistence! In this episode, Blake Morgan shares that every...
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FAMILY OFFICE SECURITY
Family Office Security with EDWARD MARSHALL, CEO of PRESAGE GLOBAL https://youtu.be/uLbbZg52ABg In this conversation, Frazer Rice and Edward Marshall delve into the complexities of security within family offices, emphasizing the importance of understanding risk as a multifaceted concept. They...
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US FOREIGN POLICY
RICHARD HAASS returns to the podcast to talk about the US FOREIGN POLICY implications of Trump's Tariffs and other initiatives. We take another tour of the world's hotspots after the recent UN conference here in New York. Finally, we weave in an analogy of the recent crowd misbehavior at the…
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TAX ALPHA
In this conversation on "TAX ALPHA", Frazer Rice and BRENT SULLIVAN (of TAX ALPHA INSIDER) delve into the complexities of tax awareness in investing, focusing on capital gains, income tax, and various strategies for tax efficiency. They discuss the importance of tax loss harvesting, the…
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WELL BEING TRUST
In this conversation, Frazer Rice and PAUL HOOD delve into the evolving role of trustees, particularly in the context of Delaware's new Well-Being Trust Statute. They discuss the broader responsibilities of trustees beyond mere asset management, emphasizing the importance of understanding...
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INSIDE THE BEZOS PRE-NUP
We go inside the the enormity, complication, and notoriety of the BEZOS PRE-NUP AGREEMENT with divorce attorney, MARILYN CHINITZ of BLANK ROME. https://youtu.be/nMMp6He056Y https://open.spotify.com/episode/39KMPMRhwGfYbdZVMJHEan?si=36c5c8a927bf4a6f Outline of the ISSUES INSIDE the BEZOS PRE-NUP...
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THE WEALTH LADDER
NICK MAGGIULLI, successful author of "Just Keep Buying" has a new book out called "THE WEALTH LADDER." It's a well done framework on how one's relationship with money has to change as they move up the different strata of money and spending. We get into the book, how major life changes can shape…
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The BUSINESS of ESTATE PLANNING
BRANDON RAINS from the Denver-based Rains Law Firm and I discuss estate planning in an era of artificial intelligence, scalability, the democratization of advice being delivered by non-lawyers and the fun and games that exist when people die and plans go into action.
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IS THE CIO DRAGGING DOWN THE FAMILY OFFICE’S PERFORMANCE?
"IS THE CIO DRAGGING DOWN THE FAMILY OFFICE'S PERFORMANCE? (And What Can You Do About It?)" with R. ADAM SMITH. https://open.spotify.com/episode/1Cl26HkpjZBnovg3zumuBx?si=0c7e252e629d4603 https://youtu.be/p3VtFCVpp8o The Family Office CIO job involves a delicate high wire act. The position can be...
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Civic Engagement: The Secret to Revitalizing Communities
https://youtu.be/UizVi4fJzPs?si=MeLp0txegEzBkVLl CIVIC ENGAGEMENT: The Secret to Revitalizing Communities- this is how we improve our neighborhoods. It's a great way to teach the next generation about citizenship and how to be a part of something bigger than themselves. But what is involved in...
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THE MASSIVE COSTS OF CAREGIVING
The massive costs of caregiving can be a big surprise to most people. It is an expensive undertaking in the best of circumstances and can be a full time job. BETH PINSKER, a columnist at Marketwatch and the author of the new book, "My Mother's Money- A Finanical Guide to Caregiving" takes us...
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GENE HACKMAN’S ESTATE PLANNING
There are plenty of LESSONS FROM GENE HACKMAN'S ESTATE PLANNING. https://youtu.be/HZI4oiP0ZtM It's a cautionary tale about managing changing circumstances. Proper implementation and monitoring has to be in place. Periodic reviews of the documents, asset titling, and staffing of the fiduciary…
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US/UK TAX PLANNING
US/UK TAX PLANNING with ALEX JONES, Partner at London Tax Firm, RAWLINSON-HUNTER https://youtu.be/UjgQRpfqJ-E Thousands of Americans live and work in the UK and record numbers of them are applying for British citizenship. Planning for taxes for these folks has always been challenging, but in…
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THREE ESTATE PLANNING MISTAKES
JOHANNA DAVID, Adjunct Faculty Member at Hofstra Law School is with us to talk about three estate planning mistakes and how to avoid them. Johanna is a Trusts and Estates lawyer, and a partner at Forchelli, Deegan, and Terrana. She's also the adjunct professor of law at Hofstra University. We're...
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US ENERGY POLICY
We're going to be talking about the current incoherent world of US ENERGY POLICY. ANNA KRAMER joins the podcast to help us get our arms around the future of energy in the United States. Anna is a reporter for NOTUS, a non-partisan longform journalism outlet. She has written a series of stories on...
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FAMILY OFFICE AI
Family Office AI has become a dominant theme at the fancy dinners where families and their advisors chart a course to incorporate new technologies. As wealthy families grapple with the risks and opportunities of AI, institutional rigor and structure hasn't kept up with the often informal world of...
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HOW NOT TO INVEST
BARRY RITHOLTZ's new book "How Not to Invest" has received a warm reception. We talk about investing mistakes, the Trump Tariffs, and curating a good media diet. https://youtu.be/pS4f45v2iRk https://www.amazon.com/dp/1804091197/ "How Not To Invest" Transcript Frazer Rice (00:03)Welcome aboard,...
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CIVICS
As the United States acclimates to the "flood the zone" governing style, reasoned discourse around civics has crumbled. https://youtu.be/ngx0GxJjmDM There are many causes. Polarizing media, bombastic claims, and systematized gas-lighting on both sides have created one of the most toxic political...
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CONGESTION PRICING
For those of us who live in New York, mass transit is the norm and traffic is a minor form of apocalypse. In response to this persistent issue, New York City implemented a new congestion pricing plan. https://youtu.be/TeObZEnjmv4?si=fQTxzRCe6b-sGH5F Besides the increased funds for badly-needed...
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“Wealth Actually” Podcast Trailer
https://youtu.be/xNeFuqsU7A4 Podcast Trailer Welcome to the "Wealth Actually" podcast trailer. I'm FRAZER RICE. After 170 episodes, I thought I'd check in to make sure that everyone understood what to expect from the show going forward, especially if you're new to it. For those newcomers, it was...
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THE IRS
The Internal Revenue Service is a massive "Three Letter Agency." It's a bureau of the Department of the Treasury and (believe it or not) one of the world's most efficient tax administrators. In fiscal year 2020, the IRS collected almost $3.5 trillion in revenue and processed more than 240 million...
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PRESERVING LEGACIES
https://youtu.be/h1yo6l7V0Yw Preserving legacies is about more than cataloging "stuff" and keeping a spreadsheet. Done well, it can provide the grounding for intergenerational communication, engagement with outside constituencies and, in certain cases, monetization. This involves a organized...
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ESTATE SETTLEMENT
Estate Settlement is one of the most feared parts of wealth transition. It is where trust and estate planning meet their first real test- usually when a will is put in front of the probate court system. JOEL SCHOENMEYER, Head of the Family Wealth Group at a Major Regional Bank joins us to discuss...
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THE SOUL OF WEALTH
This week, "Wealth Actually" meets "THE SOUL OF WEALTH" as I speak with DR. DANIEL CROSBY, Ph.D. about his new book. https://www.amazon.com/Soul-Wealth-reflections-money-meaning-ebook/dp/B0CP625K99 https://youtu.be/Y6dUcW_eQW4 Outline (Soul of Wealth) -Behavioral Finance-Issues with the...
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NIGHT MOVES
Author and investment expert, JARED DILLIAN, joins the podcast for the second time to discuss his new collection of short stories, NIGHT MOVES. We talk about his talent for moving across formats and between fiction and non fiction. We go into the need for story-telling and the importance of…
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HOW TO RETIRE
"How to Retire" (by Christine Benz) deals with a concept full of fear, emotion, math and uncertainty: retirement. Even the wealthiest, who have a margin of safety, run into issues of purpose, time management and legacy. Layer onto that the risks of longevity, dementia, divorce, managing cash and...
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ABOUT THIS SHOW
Covering the issues that affect business, entrepreneurship, wealth, trusteeship and culture.
HOSTED BY
Frazer Rice
CATEGORIES
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Frequently Asked Questions
How many episodes does Wealth Actually have?
Wealth Actually currently has 215 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Wealth Actually about?
Covering the issues that affect business, entrepreneurship, wealth, trusteeship and culture.
How often does Wealth Actually release new episodes?
Wealth Actually publishes regularly with 215 episodes available. Check the episode list for the typical release schedule.
Where can I listen to Wealth Actually?
You can listen to Wealth Actually 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 Wealth Actually?
Wealth Actually is created and hosted by Frazer Rice.
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