All Episodes

Wealthyist E63: Dream Machines & Detroit Steel: Corvette Joy, Classic Car Investing, and Reviving Milwaukee Concours

Wealthyist E61 | From Navy SEAL to Building Impact-Driven Businesses: Leadership Lessons from the Battlefield to the Boardroom with John Choate

Wealthyist E60 | Philanthropy From The Heart: How Ultra-Wealthy Donors Turn Simple Giving Into Transformation with Joan Nesbitt

Wealthyist E59: Private Jets Without Owning the Plane: How Jet OUT’s Co-Ownership Reclaims Time for the Wealthy

Wealthyist E58 | Bricks, Policy & Legacy: Building Generational Wealth in Wisconsin Commercial Real Estate with Jim Villa

Wealthyist E57: How the Wealthy Are Quietly Revolutionizing Healthcare: Transparent Costs, Direct Care & Massive Savings with Dr. Timothy Murray

Wealthyist E56 |Passion Assets: Turning Your Treasures (and Pets!) into Lasting Legacies – Don't Let Love Become a Burden

Wealthyist E55 | Branding 2.0: Rich Gray on Authentic Athlete Partnerships, NIL Evolution & Long-Term Legacy

Wealthyist E54 | Redefining Luxury: From Bling to Meaningful Moments – The New Era of Wealthy Travel with Rose Gray

Wealthyist E53 | How Direct Primary Care Delivers Proactive Health for Busy Executives, Families, and Businesses (with Dr. Suzanne Gehl)

Wealthyist E52 | From Tee Times to Timeless Experiences: How Golf Became The Ultimate Wealth Play with Brian Weis

Wealthyist E51 | Biohealth Boom, I-94 Dreams, and the Next Great Wealth Transfer with Waukesha County Business Alliance's Amanda Payne

Wealthyist E50 | More Than A Check: How Wealthy Are Rolling Up Their Sleeves With The United Way

Wealthyist E49 | The Sell-Side Secret: How Investment Bankers Could Multiply Your Exit with Steve Sprindis

Wealthyist E48: Dynasty 529 Plans & Other 529 Concepts With Khaleel Ali from Edvest

Wealthyist E47: Less Crying, More Thriving: Jake Biernbaum on Horses, Humans, and Smart Business

Wealthyist E46 | Philanthropy and Legacy: Guiding Athletes to Meaningful Impact with Chellee Siewert

Wealthyist E45: Anna Franklin on the Real Psychology of Wealthy Home Design

Wealthyist E44 | From 9/11 to Two Successful Exits: Building Transferable Businesses & Planning Life After the Sale (with Andy Oliver, Partner at Oak Hill Business Partners)

Wealthyist E43 | Equity Compensation - What It Is, Tax Pitfalls, and Planning Tips

Wealthyist E42 | Staying Grounded - An Interview With Former NBA Star Steve Novak

Wealthyist E41 | Strategies for Business Owners Eyeing an Exit

Wealthyist E40 | Women's Health Trends & Hormone Therapy - An Interview With Dr. Tes Jordens

Wealthyist E39 | Where To Start With Estate Planning

Wealthyist E38 | Private Markets & Diversified Portfolios

Wealthyist E37 | Forbes Study: A Pivot In Investment Goals For The Wealthy

Wealthyist E36 | Impacts of the OBBBA on Business Planning Considerations

ICYMI | Wealthy In Wisconsin: MMAC President Dale Kooyenga

Wealthyist E35 | Understanding How OBBBA Affects QBI & QSBS (PT 2)

Wealthyist E34 | Understanding How OBBBA Affects QBI & QSBS (PT 1)

Wealthyist E33 | Talking Community & Pro Athlete Challenges With Collin Yelich

Wealthyist E32: What OB3 Means For Exit Planning

Wealthyist E31 | OBBBA Tax Impact On Charitable Giving & Taxes

Wealthyist E30 | Strategic Financing for Tax-Free Growth

Wealthyist E29 | Your Plan Starts By Knowing Your Purpose

Wealthyist E28 | The "One Big Beautiful Bill" - What Changed? What Didn't?

Wealthyist E27 | Fine Wines And How To Get Started: An Interview With Ben Christiansen From Waterford Wine

Wealthyist E26 | Arts & Philanthropy: An Interview With Sandy Wysocki

Wealthyist E25 | Philanthropy Trends: An Interview With Jason Kohout, Chair - Family Offices Team, Foley & Lardner

Wealthyist E24 | Wealthy In Wisconsin: An Interview With MMAC President Dale Kooyenga

Wealthyist E23 | You Think You Know About LLCs, But...

Wealthyist E22 | An Interview With Alan Kline - Luxury Pet Care

Wealthyist E21 | Golf Trends - An Interview With Rob Jansen

Wealthyist E20 | Spring Cleaning Your Corporate Records

Wealthyist E19 | Luxury Watches: An Interview with Charlie Dixon, President of Schwanke-Kasten Jewelers (PT 2)

Wealthyist E18 | Estate Jewelry: An Interview With Charlie Dixon, President Schwanke-Kasten Jewelers (PT 1)

Wealthyist E17 | Donor Advised Funds & Estate Planning: An Interview With Ryan Klund (Pt 2)

Wealthyist E16 | Donor Advised Funds: An Interview With Ryan Klund (PT 1)

Wealthyist E15 | A Question I Keep Hearing - Montana Car Tags - Spring Cleaning

Wealthyist E14 | Selling My Business - Where Do I Get Started?

Wealthyist E13 | Why You Should Grow Your Wealth As You Grow Your Business

Wealthyist E12 | Private Equity - What Do We Need To Know?

Wealthyist E11 | Luxury Travel: An Interview With Rose Gray

Wealthyist E10 | Private Credit - Why Is It Trending For The Wealthy?

Wealthyist E9 | Getting Emotional With Your Advisor

Wealthyist E8 | Succession Horror Stories

Wealthyist E7 | Big Questions To Ask When Selling Your Business

Wealthyist E6 | Check Your Year-End List Twice

Wealthyist E5 | Make A Year-End List....Optimizing The Year-end

Wealthyist E4 | Time For Strategic Estate Planning (with Amy Kiiskila)

Wealthyist E3 | Men's Clothing: An Interview With Clothier Tim Cornell

Wealthyist E2 | Tax Strategy & Wealth Management

Wealthyist E1 | Introduction to C-Suite Compensation