Best Key Wealth Institute Podcasts (2025)

1
Ep 338 - Wall Street Pays $100K. You Could Pay $14K! 9:09

1h ago9:09

9:09

1
Ep 337 - The Wealth Playbook the Banks & IRS Hope You Never See! 11:23

4h ago11:23

11:23

1
SHOCKING Wealthy Money Mistakes You Won't Believe! with Homer Smith 24:15

4d ago24:15

24:15

Discover the surprising money mistakes even the ultra-wealthy make and learn how to avoid them with Homer Smith on the Passive Cash Flow podcast with Aaron Fragnito. Gain expert insights into wealth preservation, tax strategies, estate planning, and navigating complex financial transitions to secure your financial future. Homer Smith is a Private W…

1
From The Archive – Gilmour Space Technologies 26:10

6d ago26:10

26:10

In honour of Gilmour Space Technologies obtaining regulatory approval from the Australian Space Agency to launch its very first home-grown rocket into space, we bring you an interview with Adam Gilmour from January 2022. The Eris rocket is due to take off on Thursday morning.In Episode 66, we spoke with Adam Gilmour, who is the co-founder and Chief…

1
Ep 336 - Wall Street Can’t Talk About Bitcoin… But I Can! 8:58

14d ago8:58

8:58

1
"Flipping Boston" Star Dave Seymour Gets Real 35:20

18d ago35:20

35:20

A&E Reality TV Star Dave Seymore joins the Passive Cash Flow Podcast to explain how he was able to land a lead position on "Flipping Boston" for multiple seasons to build his brand and teach people how to flip houses. Dave breaks down everything from how he got selected to the show, the experience of being a participant on a reality TV show, how mu…

1
112: Fulcrum's Suhail Shaikh – Absolute Return Investing, Market Timing and The Role of Luck 46:33

20d ago46:33

46:33

Suhail Shaikh is Chief Investment Officer of Fulcrum Asset Management and is the portfolio manager of Fulcrum’s Discretionary Macro and Diversified Absolute Return strategies. In today’s incredibly volatile environment of tariff wars and deglobalisation, investors tend to be more sensitive about the level of their absolute returns, than their perfo…

1
Alternative Investments Explained by RIA Andres Sandate 37:18

1M ago37:18

37:18

Registered Investment Advisor Andres Sandate with GP Wealth Advisors explains why many savvy investors are diversifying more and more capital into alternative investments and moving away from the volatility of the stock market. Everyone from accredited investors, family offices and institutional investors are seeking under the radar alternative inv…

1
How to Pay Less Taxes with Dave McGuire 32:17

2M ago32:17

32:17

Dave McGuire, Co Owner of tax firm McGuire & Sponsel, joins the show to explain how to pay less taxes using a cost segregation study, savvy tax planning, and long term tax strategy. If you are seeking to keep more of your hard earned money and pay less taxes, this episode is for you. Dave McGuire has years of experience helping people implement tax…

1
111: ART's Michael Weaver – The Role of Real Assets in a Pension Portfolio 34:36

2M ago34:36

34:36

In episode 111 of the [i3] Podcast, we speak with Michael Weaver, who is the Head of Global Real Assets with the Australian Retirement Trust. We discussed the role of real assets in the context of a multi-asset, pension portfolio, the ever-lurking threat of inflation, the return of office property and more. Please enjoy the show!Overview of Podcast…

1
108: Victory Park Capital's Brendan Carroll – Private Credit, Asset-backed Lending, ChatGPT 35:56

2M ago35:56

35:56

Private credit has evolved significantly since the global financial crisis, and Brendan Carroll, Senior Partner at Victory Park Capital, has been at the forefront of that transformation. In this episode, we explore how private credit investments are adapting to meet the needs of insurers, the growing role of asset-backed lending, and why insurance …

1
Ep 335 - The Next Trillion-Dollar Market! 17:50

2M ago17:50

17:50

1
Ep 334 - The Future of Tokenization & Digital Assets Explained: Sovereign Wealth Fund Institute Event 8:23

3M ago8:23

8:23

1
Ep 333 - How Much Can You Make Mining Bitcoin?: Bitcoin Technical Analysis 6:41

3M ago6:41

6:41

1
110: Allspring Global Investment's Jamie Newton – Is Now The Time to Add Duration? 30:29

3M ago30:29

30:29

In episode 110 of the [i3] Podcast, we speak with Jamie Newton, Head of Global Fixed Income Research and Deputy Head of Sustainability at Allspring Global Investments. We discuss why now is a good time to add duration to fixed income portfolios, concerns over the lack of experience with high default rates in private credit and opportunities in data…

1
How to Select the Best LP Investments with Aleksey Chernobelskiy 32:48

3M ago32:48

32:48

LP Investment Expert and Linkedin Celebrity Aleksey Chernobelskiy joins the Passive Cash Flow Podcast to discuss how new and experienced LP (Limited Partner) investors can determine if an investment opportunity is fairly structured and a smart investment to meet their personal financial goals. Aleksey Chernobelskiy has reviewed hundreds of LP inves…

1
Ep 332 - Bitcoin Price Prediction: BlackRock Bitcoin ETF Explained! 8:50

3M ago8:50

8:50

1
Ep 331 - Using Leverage To Build Wealth: Best Way To Build Generational Wealth 11:05

3M ago11:05

11:05

1
109: Is DeepSeek What It Promised To Be? – Will Liang Explains New AI Model 28:09

3M ago28:09

28:09

In episode 109, we are back with Will Liang, Executive Director at MA Financial, to discuss the introduction of DeepSeek and the impact on the future development of artificial intelligence and the global economy. Are tech firms going to scale back their investments due to this low cost model, or is it all a bit of a hype? Enjoy the Show!Overview of…

1
Income Investing Explained by RIA Steve Selengut 42:28

4M ago42:28

42:28

Registered Investment Advisor Steve Selengut joins the show to explain how he helps people invest with the main focus of creating income. Steve helps people prepare for retirement and retire with confidence using income investment strategies that allow for a large amount of diversification and market volatility resilience. With Steve's income inves…

1
Ep 330 - 9 Key Financial Concepts for 2025: Non-Traditional Financial Planning 17:21

4M ago17:21

17:21

1
Ep 329 - How To Invest Large Sums of Money: How To Build Wealth Through Investing! 11:59

4M ago11:59

11:59

1
Ep 328 - 4 Financial Tips For Married Couples: How To Talk Finances With Your Partner 9:48

4M ago9:48

9:48

1
Ep 327 - Ultimate Tax Saving Tips 2025: How to Reduce Taxes for High Income Earners 8:16

5M ago8:16

8:16

1
Cama Plan Explains How to Take Control of Your Retirement Account 29:02

5M ago29:02

29:02

Do you have an IRA or 401k that you think could make stronger returns through alternative investments? Joe Fulvio joins the Passive Cash Flow Podcast to explain how to self direct your IRA or 401k into alternative investments such as real estate using Cama Plan. It's easier, faster and more affordable than you might think. Joe will explain what you…

1
Ep 326 - 4 Common Retirement Planning Mistakes You Must Avoid To Achieve Financial Freedom 9:32

5M ago9:32

9:32

1
Ep 325 - How To Make Passive Income with Bitcoin: Crypto Passive Income Strategy 9:59

5M ago9:59

9:59

1
107: Scott Donald on Governance and Member Meetings 39:07

5M ago39:07

39:07

In episode 107 of the [i3] Institutional Investment Podcast, we speak with Scott Donald, Associate Professor at the School of Private and Commercial Law of the University of New South Wales, about his research into governance and the now mandatory annual member meetings of superannuation funds. How do funds field questions from members? How can we …

1
Creating Cash Cows Through Co-Living - Grant Shipman 35:26

6M ago35:26

35:26

Grant Shipman joins the Passive Cash Flow Podcast to explain how to turn large single family homes into cash flow machines through a strategy known as co-living. This entails leasing each room in a house to a difference tenant. The goal is to attract quality tenants that create a positive living environment and maintain the property nicely. This al…

1
106: Tuckwell Family Office's Craig Dandurand 59:24

6M ago59:24

59:24

In episode 106 of the [i3] Institutional Investment Podcast, I speak with Craig Dandurand, Chief Investment Officer of the Tuckwell Family Office. Craig has an impressive career in the investment industry that spans time with US pension fund CalPERS and Australia's the Future Fund. We talked about his background in credit investing, setting up a he…

1
Former NFL Player Tom Clayton Explains Repurposing Real Estate 36:49

7M ago36:49

36:49

Tom Clayton joins the Passive Cash Flow Podcast to explain how he went from being a running back on the NE Patriots to starting his own real estate investment company and repurposing real estate. Tom Clayton, former NFL running back from 2007-2013 (NE Patriots 2010-2011), transitioned into real estate development immediately post NFL retirement, fo…

1
105: T. Rowe Price's Jessica Sclafani 29:20

7M ago29:20

29:20

In episode 105 of the [i3] Institutional Investment Podcast, we speak with Jessica Sclafani, a Global Retirement Strategist with US fund manager T. Rowe Price, which manages $1.6 trillion in total assets on behalf of clients. Retirement is a more complex phase than wealth accumulation and it needs a more sophisticated approach to deliver good outco…

1
104: State Super's John Livanas 45:19

8M ago45:19

45:19

John Livanas is the Chief Executive Officer of State Super, the $37 billion superannuation fund for public service and public sector workers in NSW. In this episode, we talk about the use of defensive overlays, dealing with the COVID drawdown and machine learning in investments. Enjoy the show!Overview of podcast with John Livanas, Chief Executive …

1
The Family Office Real Estate Institute 34:17

8M ago34:17

34:17

DJ Van Keuren joins the Passive Cash Flow Podcast to explain the world of Family Offices and how he has helped them build their wealth, primarily in real estate, over the last few decades. DJ drops some valuable nuggets for how people can connect with Family Offices and build a business relationship with them. DJ is able to speak from personal expe…

1
103: Janus Henderson's Matt Culley 44:19

9M ago44:19

44:19

Matthew Culley is a Portfolio Manager on the Emerging Market Equity Team at Janus Henderson Investors. In this podcast, we talk about the best performing markets, tensions around China, the impact of the US elections and fighter jets. Enjoy the Show!Overview of [i3] Podcast with Matt Culley, Janus Henderson Investors02:00 I initially wanted to beco…

1
New Investment Opportunity from Peoples Capital Group 56:00

9M ago56:00

56:00

Peoples Capital Group is proud to announce a new investment opportunity located in a high demand Northern NJ market targeting an IRR between 19% - 20% and a 2X equity multiple over 5 years. PCG reviews hundreds of off market opportunities to source one value-add apartment building for their passive investors to partake in. This is a classic mismana…

1
Emma Powell Explains Life Style Investing 36:54

10M ago36:54

36:54

Real Estate investor, and Lifestyle enthusiast, Emma Powell joins the Passive Cash Flow Podcast to explain how she has created financial freedom through investing passively in real estate, allowing her and her family to travel the country and world at large. Emma has an interesting structure of lending money out to flippers using "hard money loans"…

1
102: Qantas Super's Andrew Spence 44:49

10M ago44:49

44:49

In episode 102 of the [i3] Podcast, we speak with Andrew Spence, Chief Investment Officer of the $9 billion corporate super fund Qantas Super. Qantas Super recently announced to merge with ART and we took the opportunity to look back at the investment strategy that Spence put in place as the fund's first CIO, the innovations along the way and lesso…

1
101: ECP's Damon Callaghan and Sam Byrnes 47:22

11M ago47:22

47:22

In episode 101 of the [i3] Podcast, we speak with Damon Callaghan and Sam Byrnes of asset management firm ECP. ECP was established by Dr. Manny Pohl of Hyperion Asset Management fame and in this episode we talk about the opportunities and challenges of artificial intelligence when investing in Australian equities. Enjoy the show!01:00 How we got st…

1
PCG Will Soon Be Accepting 1031 Exchange Capital 7:31

11M ago7:31

7:31

PCG is proud to announce that they will soon be accepting capital from 1031 exchanges! This means you can sell a property, indefinitely defer capital gains tax on the profit from the sale, roll the capital into PCG's next private offering, enjoy passive cash flow, equity and tax depreciation all 100% passively. This is a great option for people tha…

1
100: Private Equity Co-investments with Neuberger Berman 41:58

12M ago41:58

41:58

It is our 100th episode of the [i3] Podcast and we are celebrating this with an in-depth discussion on innovation in private equity, especially mid-life transactions, with David Morse, Managing Director and Global Co-Head of Private Equity Co-Investments at Neuberger Berman. Enjoy the show! Overview of Podcast with David Morse of Neuberger Berman01…

1
An Eye for Real Estate 32:54

12M ago32:54

32:54

Dr. Hoa Nguyen joins the show to explain her incredible story from growing up as a refuge in the Philippines to owning a successful optometry practice to creating financial freedom through real estate investing. Hoa tells her story from making a few rookie mistakes in the beginning of her real estate investing career to learning how to successfully…

1
Building Wealth with Apartment Buildings 51:29

1y ago51:29

51:29

In this episode, Aaron Fragnito explains how Peoples Capital Group helps people build their wealth through multifamily properties and why they select this popular asset class to build their clients wealth. Aaron details the benefits of apartment building ownership and what new investors need to know about underwriting investment opportunities in th…

1
99: Global Equities with Janus Henderson 39:35

1y ago39:35

39:35

In episode 99 of the [i3] Podcast, we speak with Julian McManus, who is a Portfolio Manager on the Global Alpha Equity Team at Janus Henderson Investors. We spoke about global equities, the role of the Magnificent 7, Japanese equities and hybrid cars. Enjoy the show!Overview of Podcast with Julian McManus, Janus Henderson Investors02:00 Getting int…

1
98: Artificial Intelligence in Wealth Management 1:01:40

1y ago1:01:40

1:01:40

In episode 98 of the [i3] Podcast, we are speaking with Will Liang, who is an executive director at MA Financial Group, but is also well-known for his time with Macquarie Group, where he worked for more than a decade, including as Head of Technology for Macquarie Capital Australia and New Zealand. We discuss the application of AI in financial servi…

1
97: Talking Leadership with Felicity Walsh 48:36

1y ago48:36

48:36

In this episode of the [i3] Podcast, we speak with Felicity Walsh, Managing Director and Head of Australia & New Zealand for Franklin Templeton about leadership, fostering a great work culture, mentorship and lab coats. Enjoy the show! Overview of Podcast with Felicity Walsh, Franklin Templeton01:00 Hanging up the chemistry lab coat and safety spec…

1
Helping Family Offices 32:38

1y ago32:38

32:38

David Homan joins the Passive Cash Flow Podcast to explain how he helps Family Offices connect with the people or services they require to fulfill their passions and preserve their wealth. David started his career as a classical musical composer but in time transitioned to build a network of connectors and high networth individuals through the year…

1
96: T Rowe Price's Maria Elena Drew – Towards Net Zero Portfolios 41:50

1y ago41:50

41:50

In episode 96 of the [i3] Podcast, we speak with Maria Elena Drew, Director of Research – Responsible Investing, at T. Rowe Price about the challenges and opportunities of transforming investments into net zero portfolios. How does it affect your objectives and engagement with companies? Enjoy the show!Overview of Podcast with Maria Elena Drew, T. …

1
What is the PCG Debt Fund 16:13

1y ago16:13

16:13

In this episode, Aaron Fragnito Co Founder of Peoples Capital Group, explains how the PCG Debt Fund allows qualified investors to invest confidently in real estate. Aaron explains the rules of the fund for PCG and how investors capital is protected. This episode also summarizes the target returns for investors and the investor experience for this f…

1
95: CAIA's John Bowman – Alternatives, ESG and TPA 51:31

1y ago51:31

51:31

John Bowman is President of the Chartered Alternative Investment Analyst (CAIA) Association. In this episode we look back at the growth of the alternative investment industry, in particular private equity, discuss ESG and take a look at the upcoming paper on the total portfolio approachOverview of podcast with John Bowman, CAIA02:00 I got involved …

Podcasts Worth a Listen

Key Wealth Institute Podcasts

Podcasts Worth a Listen