All Episodes
Wealthyist — 78 episodes
ICYMI: Wealthyist E44 | From 9/11 to 2 Successful Exits: Building Transferable Businesses & Planning Life After the Sale with Andy Oliver
Wealthyist E75: Comfort With a Bit of Chaos: Why the Wealthy Are Trading Beach Resorts for Culture, Adventure, and One Night as a Local with Matt Reimer
Wealthyist E75: From One Truck To Gen Two: Building a Life—and a Business—Outdoors with Bret Achtenhagen
Wealthyist E74: Not All Money Is Good Money: Building Athlete Brands, Protecting NIL Deals & Planning Beyond the Game with Griselda Aldrete
Wealthyist E73: From Shop Floor Grind to Functional Edge: How Health Supercharges Entrepreneurial Success with Mike Chirchirillo
Wealthyist E72 | ESOPs: The Quiet Path from Company Stock to Wealth (and How to Keep the IRS from Taking Too Much)
Wealthyist E71 | RSUs Unlocked: How Restricted Stock Units Can Create Wealth
Wealthyist E70 | Heart, Wealth & Legacy: Tax-Smart Giving Strategies That Outlive You with Gunnar Crowell
Wealthyist E69 | Luxury Homes That Live Well: Kitchens, Wellness Suites & Future-Proof Design for the Wealthy with Amber Kolacki-Hake
Wealthyist Replay| Passion Assets: Turning Your Treasures (and Pets!) into Lasting Legacies – Don't Let Love Become a Burden
Wealthyist E68 | Roots of Wealth: Mastering Tree Care for Luxury Estates with Third-Gen Arborist Freddie Hoppe
Wealthyist E67 | Your Business's 401(k): A Strategic Tool To Attract & Retain Employees
Wealthyist E66 | Tax Prep vs. Tax Planning: Why High-Net-Worth Families Might Need Both Under One Roof
Wealthyist E65 | Are Beneficiary Designations Undermining Your Estate Plan?
Wealthyist E64 | Luxury Isn't a Price Tag: Redefining the 'Biggest Day' with Wedding Pros Ashley Kuehnel & Koryn Bennett
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