Money Hungry

PODCAST · business

Money Hungry

Money Hungry: Capital and Counsel is a practical, conversational podcast for high-income professionals and business owners focused on wealth building, retirement planning, and financial independence. Each episode simplifies complex investment strategy, tax-efficient planning, and market uncertainty into clear, actionable insights. If you’re successful, driven, and money hungry for smarter financial decisions, this show delivers expert guidance without hype—just disciplined strategy and long-term thinking.This podcast was produced with the assistance of artificial intelligence. AI tools were used in the preparation, editing, or production process. All final content was reviewed and approved by the creators.

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    Money Hungry: Trailer

    Money Hungry is a practical, conversational podcast for high-income professionals and business owners focused on wealth building, retirement planning, and financial independence. Each episode simplifies complex investment strategy, tax-efficient planning, and market uncertainty into clear, actionable insights. If you’re successful, driven, and money hungry for smarter financial decisions, this show delivers expert guidance without hype—just disciplined strategy and long-term thinking.

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    The Silent Tax on Wealth- How High Earners Lose Money Without Realizing It

    For high earners and long-term investors, taxes are often the single largest drag on wealth—yet most people never see it happening. This episode explains tax drag: how small annual tax costs compound into significant wealth differences over time, where it hides (turnover, fund distributions, asset location), and how it hits high earners especially hard through layered taxes like the Net Investment Income Tax. It then walks through four core strategies—tax-advantaged accounts, tax-loss harvesting, asset location, and Roth conversion planning—that investors use to improve after-tax returns without changing what they earn.

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    You Already Have an Advisor — But Are You Actually Getting Advice?

    nly 41% of Americans work with a financial advisor—but even among those who do, most are receiving investment management, not full financial planning. This episode breaks down the difference: what investment management covers, what it leaves out, and what comprehensive financial planning actually looks like across taxes, insurance, estate planning, and retirement strategy. It also examines how advisor compensation models shape what clients receive, and gives listeners three concrete questions to ask their own advisor.

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    Why Oakfield Wealth Was Built

    This episode traces the career path of Anthony Macaluso from the floors of Morgan Stanley and Capital One Investments to the founding of Oakfield Wealth Management. It explores why experienced advisors leave large institutions, what they find limiting about the traditional model, and how that frustration shapes a different kind of firm—one built around listening first, and designing financial strategies around the individual client.

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ABOUT THIS SHOW

Money Hungry: Capital and Counsel is a practical, conversational podcast for high-income professionals and business owners focused on wealth building, retirement planning, and financial independence. Each episode simplifies complex investment strategy, tax-efficient planning, and market uncertainty into clear, actionable insights. If you’re successful, driven, and money hungry for smarter financial decisions, this show delivers expert guidance without hype—just disciplined strategy and long-term thinking.This podcast was produced with the assistance of artificial intelligence. AI tools were used in the preparation, editing, or production process. All final content was reviewed and approved by the creators.

HOSTED BY

Julian Mercer

CATEGORIES

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