All Episodes
Wealth Actually — 215 episodes · page 2 of 3
EP-113 MARY CHILDS on BILL GROSS, THE BOND KING
“JUST KEEP BUYING” by NICK MAGGIULLI
EP.111 EMERGING MARKET INVESTING with PERTH TOLLE
EP-110 CONSERVATION EASEMENTS with MICHAEL ENGELHART
EP-109 INTERNATIONAL WEALTH PLANNING with BRENT NELSON
EP-108 “GAMING WALL STREET” with JOHN FICHTHORN
EP-107 RETHINKING “FIDUCIARY” OVERSIGHT OF INVESTMENTS with JAMES WATKINS
EP-106 INSURING CYBERSECURITY AND SOCIAL MEDIA with AHMET BIDAV
EP.105 THE PROGRAMMER’S JOURNEY with ANDY HUNT
EP.104 INFLATION AND POLITICS with Columnist, DEROY MURDOCK
EP.103 SENIOR PGA TOUR PRO, ROB LABRITZ on PEAK PERFORMANCE
EP.102 THE EMERGENCE of “LEAD DADS” with PAUL SULLIVAN
EP.101 MAXIMIZING EXECUTIVE and FAMILY OFFICE TALENT with DEIDRE KOPPELMAN
EP.100 SHAPING WEALTH with BRIAN PORTNOY
EP.99 MAXIMIZING PHILANTHROPY with ARTIFICIAL INTELLIGENCE with COLIN STEWART
EP.98 RULE 187 and The “NEW” FIDUCIARY STANDARD in LIFE INSURANCE with STEVEN ZEIGER
EP.97 THE FUTURE OF MUSIC AND FINANCE with DAVID PULLMAN
EP.96 USING THE COLLEGE ADMISSIONS PROCESS FOR INTERGENERATIONAL DISCUSSIONS with LINDSAY TANNE
PREVIEW: BOWIE BOND INVENTOR and FINANCE PIONEER, DAVID PULLMAN
EP.95 SEARCH FUNDS AND SMB with STEVEN RESSLER
EP.94 QUAN HUYNH: A LIFE SENTENCE FOR MURDER, NOW AN AUTHOR AND ENTREPRENEUR
EP.93 NY TAXES AND SNOWBIRD PLANNING – MARK KLEIN
EP.92 ESTATE PLANNING INDUSTRY TRENDS and CONTENT CREATION with GRIFFIN BRIDGERS
EP.91 CRYPTO and NFT ESTATE PLANNING UPDATE with MATTHEW McCLINTOCK (Part 2)
EP.90 ADVISING LGBTQ+ CLIENTS with BRIAN BALDUZZI
EP.89 CONCENTRATED POSITIONS with STEPHEN DAVENPORT
Ep.88 ULTRA HIGH NET WORTH DIVORCE with OLIVIA SUMMERHILL
EP.87 FAMILY LEADERSHIP AND AN EVOLVING 111 YEAR OLD BUSINESS with BEN GROSSMAN
EP.86 BOURBON as an INVESTMENT with MARK GARBIN
EP.85 LIFE INSURANCE AND TRUSTS with ANDREAS STUERMANN
Ep.84 THE TAX BENEFITS OF PUERTO RICO with GRANT THORNTON’S MARIA RIVERA
Ep.83 COLLEGE ADMISSIONS TODAY with SARA HARBERSON
EP.82 NAVIGATING CRUCIAL WEALTH CONVERSATIONS with BRITTAIN PRIGGE
EP.81 INTEREST RATE VOLATILITY and INFLATION RISK with IVOL’S NANCY DAVIS
EP.80 DIRECT INDEXING with LISA GOLDBERG, PhD
Ep.79 (BONUS) HORROR AUTHOR, JIM HARBERSON
EP.78 HUMAN CAPITAL IN FAMILY BUSINESSES with LEONORA WILLIAMSON
EP.77 CAPITAL ALLOCATORS with TED SEIDES
EP.76 CITIZENSHIP DIVERSIFICATION with DAVID LESPERANCE
EP.75 INDIVIDUAL TRUSTEESHIP with MARGUERITE LORENZ
EP.74 A LOOK INTO 2021 with Investment Banker, EUAN RELLIE
EP.73 AVOIDING “SHIRTSLEEVES TO SHIRTSLEEVES” with DAVID C. WELLS, JR.
EP.72 CYBERSECURITY for 2021 with CHRIS OTT
EP.71 COURT TENNIS with HAVEN PELL
Ep.70 ESG INVESTING with JOHN ROSENBERG
EP.69 EMERGING MARKETS, DISORDER and INVESTING with PHILIP READE
Ep.68 ESTATE and CHARITABLE PLANNING for 2021 with New York Attorney, JORY BARD ZIMMERMAN
Ep.67 – WOMEN and VIDEO GAME CULTURE with REBECCA DIXON
EP.66 BITCOIN, ESTATE PLANNING and TRUSTEE RESPONSIBILITY with MATTHEW McCLINTOCK
Ep.65 The PAST, PRESENT and FUTURE of a FAMILY BUSINESS with JIM O’SHAUGHNESSY
EP.64 BRINGING INSTITUTIONAL THINKING TO INDIVIDUAL INVESTING with GEORGE HUBBARD
EP.63 BUILDING A NEW TRUST COMPANY: A Discussion with BETSY BROWN
Ep.62, The CURRENT ESTATE PLANNING ENVIRONMENT with BILL SWEET
Ep.61 HEALTH DIRECTIVES with TIFFANY MCKENZIE
Ep.60 FIDUCIARY LIABILITY with JUDY PEARSON
Ep.59 – COMIC BOOK PUBLISHING with GEVIAN DARGAN
Ep.58 – ASSET PROTECTION 101 with IKE DEVJI
Ep.57 – DIVORCE in the COVID-19 World with EVAN SCHEIN
EP.56 – Mehlman/Castagnetti POST-COVID PREDICTIONS
EP.55 ESTATE PLANNING & TENNESSEE TRUST LAW with AARON FLINN of the WALLER LAW FIRM
Ep.54 POLITICAL SCIENCE FICTION: WHAT IF THE ELECTION IS DELAYED?
EP.53 USING L.E.D. CONVERSION TO DRIVE REAL ESTATE RETURNS w/ JUDD STENSRUD
Ep.52 LEANNA HAAKONS- Sound Money Strategies in the COVID-19 Lockdown Environment
Ep.51 THE AMERICAN CONSUMER’S NEW PREFERENCES
EP.50 DR. MAGGIE VAUGHAN, NYC Psychotherapist on Maintaining Perspective During the COVID-19 Lockdown
EP.49 SCOTT JOHNSTON – Author of CAMPUSLAND
EP.48 CORONAVIRUS: What is “Normal” Going to Look Like?
Ep.47 PARTISANSHIP – “Pre-Corona” thoughts on Hidden Common Ground
EP.46: DECISION by PR: Some Thoughts on Public Relations as CORPORATE STRATEGY-
Ep.45: FANBOYS . . . Taking on Fanboys, Haters and the Cancel Culture
EP.44: BLOOMBERG / NEVADA / SOUTH CAROLINA – Haven and I Analyze the First Debate and Look at the Democratic Party
EP.43 GLOBALIZATION: Haven and I take on the Emerging Trends in Globalization
EP.42 CRYPTO-TAXATION: Prager Metis’ Peter Goodrich on the State of Crypto-Currency Taxation
SPORTS SPECIALIZATION: The “Pundficator” and “Wealth, Actually” take on the Pressure of Sports Success
THE FUTURE: “Pundificator” and “Wealth Actually” Discuss Themes Identified by a NYC Venture Capitalist
MEGXIT: “The Pundificator” and “Wealth, Actually” take on the Royal Woes
BEST/WORST of 2019 and Nostradamus-like PREDICTIONS for 2020: Haven (“Pundificator”) and Frazer (“Wealth, Actually”) take on 2019/2020.
IMPEACHMENT: The “Pundificator†and “Wealth, Actually†take on Impeachment.
BREXIT: The “Pundificator” and “Wealth, Actually” take on Brexit
COLLEGE: Haven Pell (“The Pundificator”) and Frazer Rice (“Wealth, Actually”) take on “College”
Leslie and Mark Begert, Co-Founders of Fabulingua
Jasmine Nahhas di Florio, Effective Philanthropy in the Middle East (Education For Employment – EFE.ORG)
Tyrone Ross, Cryptocurrency Guru and Wealth Management Industry Voice
John Farr, Movie Guru and President of the Bedford Playhouse
Advising through Divorce with Storey Jones, Founder and CEO of dtour.life
Personal Finance Author, Jonathan Clements
The Impact Coalition’s Matt Posner: “Municipal Bonds: The Original Impact Investment?”
Frazer Rice discussing “Wealth, Actually” on Bookstr’s Facebook Live Channel
Frazer Rice, Author of “Wealth, Actually”, on the Josh Jalinski Financial Quarterback show.
Ben Phillips, Chief Investment Officer of Eventshares
Bill Yoh, Family Business Expert and Author of “Our Way”
Podcast #24: Leslie Danks Burke, Founder and President of Trailblazers PAC
Eiland Glover, CEO and Co-Founder of Cryptocurrency Innovator, Kowala
Wealth Novelist and WSJ Contributor, Norb Vonnegut
Podcast #21: Blockchain and Bitcoin VC Investor, Bart Stephens
Nickerson PR Technologist and Virtual Reality Expert, Matthew Cooney
Founder of Phace Bioactive, Marisa Arredondo
Hedge Fund Manager and “Betting On Zero” Producer, John Fichthorn
Jonathan Leaf, Playwright and Author of DECONSTRUCTION
Nutritionist and Entrepreneur, Ashley Koff RD