All Episodes

PRIVATE PLACEMENT LIFE INSURANCE

Algorithms, AI, and the Attention Economy

AI, Digital Identity, and Estate Planning

250 Years of American Compounding with Meb Faber

Founder Succession Roadblocks

Choosing a Trustee: Why Naming Your Kid May Be a Mistake — Marguerite Lorenz

REDUCING THE NOISE OF AI INVESTING

College Success: Essential Tips from Laurie Dhue

CITIZEN HEIR

THE NEW CEO SOCIAL MEDIA PLAYBOOK

GETTING THE BUSINESS READY TO SELL

Bringing Simplicity Back to Investing

DIGITAL ASSETS ESTATE PLANNING

QSBS ROLLOVERS

Health as an Asset Class

THE FIGHT AGAINST GASLIGHTING IN THE WORKPLACE

THE TRUSTEE CRISIS: Navigating the Challenges

SPORTS MEDIA FOR ENTREPRENEURS

QSBS for FOUNDERS

FOREIGN OPTIONS for US CITIZENS

10 FAMILY OFFICE MYTHS EXPOSED

THE BIRTH OF AN ETF

DIVORCE FOR THE WEALTHY WOMAN

THE TENNESSEE WEALTH ECOSYSTEM

THE MUSIC BUSINESS: “REPUTATION OVER FAME”

FAMILY OFFICE SECURITY

US FOREIGN POLICY

TAX ALPHA

WELL BEING TRUST

INSIDE THE BEZOS PRE-NUP

THE WEALTH LADDER

The BUSINESS of ESTATE PLANNING

IS THE CIO DRAGGING DOWN THE FAMILY OFFICE’S PERFORMANCE?

Civic Engagement: The Secret to Revitalizing Communities

THE MASSIVE COSTS OF CAREGIVING

GENE HACKMAN’S ESTATE PLANNING

US/UK TAX PLANNING

THREE ESTATE PLANNING MISTAKES

US ENERGY POLICY

FAMILY OFFICE AI

HOW NOT TO INVEST

CIVICS

CONGESTION PRICING

“Wealth Actually” Podcast Trailer

THE IRS

PRESERVING LEGACIES

ESTATE SETTLEMENT

THE SOUL OF WEALTH

NIGHT MOVES

HOW TO RETIRE

SPORTS PODCASTS

RIA MARKETING

ALL THE PRESIDENTS’ MONEY

LOPER BRIGHT CASE

AI and HUMAN RESOURCES

EMPOWERED ENTITLEMENT

FAMILY OFFICE RECRUITING

PROPUBLICA

TECHNOLOGY AND ESTATE PLANNING

ARTIFICIAL INTELLIGENCE AND HEALTHCARE

DIRECTED TRUSTEES

RICHARD HAASS

CRYOPRESERVATION AND WEALTH

SHOULD I EXPATRIATE?

FLORIDA AND CALIFORNIA PROPERTY INSURANCE

OPTIMIZING SUPPLY CHAINS IN A CHAOTIC WORLD

ANALYZING THE CRAZY 2024 ELECTIONS

WHAT IF YOU ARE NAMED IN A WILL OR TRUST?

EP-145 MUNICIPAL BONDS 101 with STEPHEN WINTERSTEIN (*AND THE ADVENT OF FINTECH IN THE MUNI SPACE)

EP-144 “THE CORPORATE TRANSPARENCY ACT: WHO SHOULD MANAGE THESE REQUIREMENTS (AND HOW)?” WITH INCNOW.COM’s JOHN WILLIAMS

EP-143 “MUST HAVE” FOREIGN ESTATE PLANNING DOCUMENTS with SHANNON McNULTY, ESQ.

EP-142 “NO WORRIES” with JARED DILLIAN, Trading and Markets Expert, Author and Renaissance Man

EP-141 WRITING “THE MYSTERIOUS CASE OF RUDOLF DIESEL” with Author, DOUG BRUNT

EP-140 “WHEN PHILANTHROPY GOES WRONG” – THE ROBERTSON/PRINCETON CASE with Author, DOUG WHITE

EP-139 “THE HEALTH/WEALTH BALANCE” at 50 with DR. PHIL PEARLMAN

EP-138 “VENTURE CAPITAL” AND DISRUPTION with JULIE FREDRICKSON

EP-137 COST SEGREGATION and REAL ESTATE with MITCHELL BALDRIDGE, CPA

EP-136 “THE IRS AUDITS YOU- WHAT NEXT?” with KELLEY MILLER from REED SMITH

EP-135 THE CONFIDENCE MAP and BEHAVIORAL FINANCE with PETER ATWATER

EP-134 THE CORPORATE TRANSPARENCY ACT and ESTATE PLANNING with STEPHEN LISS

EP-133 NEW YORK’S ESTATE TAX CLIFF with GEORGE BISCHOF, ESTATE PLANNING ATTORNEY

EP-132 “ULTRA HIGH NET WORTH” CRISIS MANAGEMENT with JANE MINTZ MA, LPC

EP-131 WEALTH & LAW PODCASTING with ACTEC LAWYER, BRENT NELSON

EP-130 MID-CAREER PIVOTS with FRAZER RICE

EP-129 THE FAMILY OFFICE Q&A with DENTONS’ EDWARD MARSHALL

EP-128 ESTATE PLANNING IN A RISING INTEREST RATE ENVIRONMENT with ACTEC LAWYER MATTHEW HOCHSTETLER

EP-127 THE WEALTH TAX LANDSCAPE with JARED WALCZAK

EP-126 HEALTH CARE and WEALTH MANAGEMENT with JOHN SAMUELS

EP-125 GENERATION SKIPPING TAX (GST) with FIDUCIARY TAX EXPERT, MICHAEL GROSSMAN

EP-124 THE DATING APP LEGAL LANDSCAPE with LAW PROFESSOR, IRINA MANTA

EP-123 LIV GOLF vs PGA TOUR with JOE OGILVIE

EP-122 PRIVATE JETS w/ AVIATION EXPERT, DAVID CLARK

EP-121 NFL LINEMAN, MARQUES OGDEN on ENTREPRENEURIAL RESILIENCE

EP-120 CHILDHOOD WEALTH DISCUSSIONS with JEFF SAVLOV

EP-119 (BONUS) GOLF LEGEND, JAY SIGEL on MENTORSHIP, DETERMINATION and GIVING BACK

EP-118 (BONUS) COVID and THE FUTURE OF PLAGUE RESPONSE with PROF. POLLY PRICE

EP-117 RETHINKING CLIENT LONGEVITY in WEALTH MANAGEMENT with CHRIS HEYE, PhD

EP-116 WEALTH CYBERSECURITY with TOMMY RAGSDALE

EP-115 DISRUPTION IN WEALTH MANAGEMENT with MATTHIAS KUHLMEY

EP-114 LOS ANGELES REAL ESTATE with SHELTON WILDER