All Episodes
Wealth and Family Podcast — 21 episodes
Why Resilience Matters More Than Resources
I Asked Claude to Create My Financial Plan
Your Estate Plan Might Be Creating Inequality, Not Preventing It
When Tax Deferral Backfires
Give Your Children Opportunity, Not Just Assets
What if your kids don't want to own your real estate?
The Tax Bomb Hiding In Plain Sight
Your Kids Will Get Hate for Being Wealthy
You Already Won, But Life Still Feels Complicated
The Myth of the Genius Investor
What a Week at Disneyland Taught My 6-Year-Old About Money
Are Your Digital Assets Left Out of Your Estate Plan?
You Can Be Rich and Still Be Losing
The 4 Phases of Wealth
15 Ways to Protect Multi-Generational Wealth
What It's Actually Like to Get a Prenup
The Portfolio That Buys Your Life Back
The Most Expensive Tax Bill I (N)ever Paid
I asked Claude to be my CIO. Here's what happened.
The Estate Planning Document that No One Has
Sudden Wealth, No Plan: Where do you even start?