Best Northern Trust Wealth Management Podcasts (2025)

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Building a Legacy through Philanthropy 39:18

Play Pause

28d ago39:18

39:18

In the final episode of Secrets of Enterprising Families, we dive into the powerful intersection of philanthropy and legacy. Whether your family is just beginning to think about giving or already has an established foundation, this episode offers rich insight into how values, strategy, and intergenerational collaboration can shape meaningful impact…

1
Navigating the Loss of a Loved One 32:17

2M ago32:17

32:17

In this episode, we explore the emotional complexities and logistical challenges of managing an estate after the loss of a loved one. Guests Jon Jackson from Northern Trust’s Estate Settlement Group and Heather Nickerson, CEO of Artifcts, share personal stories and professional insights on planning ahead, avoiding common pitfalls and communicating …

1
Leading with Purpose: Executive Wealth and Retirement Planning 31:08

3M ago31:08

31:08

In this episode, we explore the unique financial considerations executives face throughout their careers — especially as they prepare for retirement. From negotiating compensation packages to managing concentrated stock positions and navigating major transitions, the path can be complex. Guests Christian Klaas, CPA, and Matt Hochstetler, estate pla…

1
Divorce, Remarriage, and Redefining Your Financial Future 30:43

4M ago30:43

30:43

In this episode, we explore the emotional and financial complexities of divorce and remarriage with guest Steph Wagner, National Director of Women & Wealth at Northern Trust. Drawing from both her personal journey and years of experience advising clients, Steph offers powerful insights on how to prepare for divorce, navigate transitions with clarit…

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A Post-Liberation Day Reset 34:31

4M ago34:31

34:31

What explains the durability of the post-liberation day equity rally? How will the Fitch Ratings downgrade of U.S. debt affect bond markets? And will balanced portfolios offer global investors adequate diversification going forward? In this episode, Northern Trust Wealth Management CIO Katie Nixon and Northern Trust Asset Management Head of Tactica…

1
Managing Wealth for Success: Planning with Purpose 38:03

5M ago38:03

38:03

In this episode, explore what it means to manage wealth effectively across generations. Whether you’re creating a new estate plan or rethinking an existing structure, wealth management is about more than tax strategy—it’s about aligning your financial assets with your personal values, goals and relationships. Our guests bring a unique blend of prof…

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Tariffs in Focus: Trading on Uncertainty with BCA Research Chief Strategist Peter Berezin 28:02

5M ago28:02

28:02

Should the U.S. seek balanced trade? What would a potential “decoupling” with China look like? And what’s driving the current divergence between the “soft” and “hard” economic data? In this episode of Market Currents, Northern Trust Wealth Management CIO Katie Nixon sits down with BCA Research Chief Strategist Peter Berezin for a deep dive on the s…

1
Passing the Baton (and Letting Go of It): Leadership Strategies for the Rising Generation 31:08

6M ago31:08

31:08

In this episode, we explore the critical role that the rising generation plays in a family business. Succession is not just about the strength of the current management team—it also depends on how well the next generation is prepared, engaged, and developed as future leaders, from building credibility and experience to navigating difficult family d…

1
Navigating Ownership & Succession: Planning for Your Family Business 26:12

7M ago26:12

26:12

In this episode, hosts Eric Czepyha and Nike Anani dive into the challenges and opportunities of business succession and wealth planning. They explore the complexities of ownership transitions, long-term financial planning, and the importance of engaging the next generation to ensure a business’s success across generations. Our guest, Gina Staudach…

1
Preparing Your Family for the Wealth They Will Inherit 28:45

8M ago28:45

28:45

In this episode, we delve into the essential steps families can take to prepare the next generation to inherit and manage wealth responsibly. From initiating conversations about money to fostering financial literacy and aligning values, we explore strategies to equip future generations with the tools and mindset needed to steward family resources e…

1
When Children Arrive: Preparing for the Unexpected 30:59

9M ago30:59

30:59

In this episode, we explore the financial and legal steps essential for starting or expanding a family. From naming guardians to establishing education funds and creating a solid estate plan, we discuss the key strategies for protecting your family’s future. Our conversation is guided by Stacy Singer, the National Practice Leader for Trust and Weal…

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Entering a Marriage: Critical Conversations on Prenuptial Agreements 27:04

10M ago27:04

27:04

What are the primary benefits, and limitations, of a prenuptial agreement when entering a marriage? What are the most common misconceptions surrounding the agreements, and how can they be used to help foster peace of mind and form a cohesive union? In this episode, we explore the critical financial conversations that build trust and transparency in…

1
The Five Secrets of Enterprising Families with Jen Risher 23:27

11M ago23:27

23:27

In this episode, we discuss the five secrets that enterprising families have used to build and sustain wealth across generations. These foundational principles, based on our 130 years of experience advising families, are the backbone of the Secrets of Enterprising Families book recently published by The Northern Trust Institute. Our guest today is …

1
Taking Advantage of Volatility, with Michael Hunstad, Northern Trust Asset Management Deputy CIO and CIO of Global Equities 25:29

12M ago25:29

25:29

In this installment of Market Currents, Katie Nixon, Chief Investment Officer for Wealth Management at Northern Trust, demystifies the world of market volatility with Northern Trust Asset Management’s Deputy CIO and CIO of Global Equities Michael Hunstad. Katie and Michael level set the discussion with a review of changes to the market’s structure …

1
Inflection Point: The New Easing Cycle, with Antulio Bomfim, NTAM Head of Global Macro for Fixed Income 26:17

12M ago26:17

26:17

In this episode, Katie Nixon, Chief Investment Officer for Wealth Management at Northern Trust, is joined by Northern Trust Asset Management’s Head of Global Macro for Fixed Income, Antulio Bomfim, to discuss the causes, historical context and future implications of the Fed’s 50-basis-point start to the rate-cutting cycle. Antulio brings more than …

1
Secrets of Enterprising Families 2:02

12M ago2:02

2:02

How do families build and sustain wealth across generations? In Secrets of Enterprising Families, hosts Nikè Anani and Eric Czepyha offer an insider's view of the strategies that successful multi-generational families have used during pivotal life events, such as marriage, the arrival of children, or the sale of the family business. Each episode wi…

1
Unpacking AI's Market Impact with Deb Koch, Senior Equity Research Analyst 25:26

1+ y ago25:26

25:26

Join Katie Nixon, Chief Investment Officer for Wealth Management at Northern Trust, as she delves into the transformative world of artificial intelligence (AI) with Deb Koch, Northern Trust's Senior Equity Research Analyst. In this episode of Market Currents, they explore AI's burgeoning influence on the tech sector and its potential to reshape ind…

1
Deciphering Labor Market Insights 11:43

1+ y ago11:43

11:43

Katie Nixon, chief investment officer at Northern Trust Wealth Management, navigates the intricate web of labor market data, unpacking the divergent signals that have emerged since the beginning of 2024. Katie explores the relationship between unemployment and inflation, and the role they play in shaping economic trajectories. Looking to the Monthl…

1
Deploying Liquidity When Markets Are Up 14:06

1+ y ago14:06

14:06

Having liquidity to invest when markets are up may sound like a good problem to have — but that doesn’t make it any less worrisome to contemplate buying securities just to watch their value drop should there be a downturn. Investors in this situation are left to decide which investment strategy is best for their needs: hanging on to cash, piling it…

1
Tax Drag with Pete Mladina, Executive Director of Portfolio Research 19:17

1+ y ago19:17

19:17

Taxes are a consideration for every investor, but they can be very complicated. It’s not always clear where they are assessed or how much they impact your portfolio. So, while some tax is necessary, your strategy may have you paying more than you have to. To help us break down this complex subject, we reached out to Peter Mladina, executive directo…

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Exploring Inflation and How To Protect Your Investments 18:00

2y ago18:00

18:00

The topic of inflation is hard to miss — in the news, in your purchases and in your investments. And while its effects might be the most noticeable at the store or the gas pump, the biggest impact can be in your portfolio where it is constantly eroding the purchasing power of your returns. Fortunately, you can prepare for inflation — whether it is …

1
Across the Metaverse with Julie Sweet, Accenture CEO 21:26

2y ago21:26

21:26

Virtual reality isn’t science fiction anymore. The biggest companies on the planet have invested heavily in digital worlds, also known as “the metaverse.” And it’s not just the tech and entertainment industries–the metaverse has applications across the economy. Knowing what the metaverse is and how to implement it can drive significant value today …

1
Where Did the Workers Go? 21:30

2+ y ago21:30

21:30

Wages are rising and unemployment hit a 50-year low. But while that’s good for job seekers, it’s potentially challenging for policymakers fighting inflation. At the heart of this dynamic is a tight labor market–one where the demand for workers is greater than the supply of jobs. In this episode, we ask: where did the workers go? To answer that, we …

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Data Point: Demystifying the University of Michigan Consumer Sentiment Survey - January 2023 5:08

2+ y ago5:08

5:08

Katie Nixon, chief investment officer at Northern Trust Wealth Management, breaks down 2023’s first University of Michigan Consumer Sentiment Survey. The survey — which tracks how respondents feel about the economy — offers a valuable window into consumer behavior, making it key for policymakers and investors. While January’s survey reflected plent…

1
Central Banks Versus Inflation: Your Questions Answered 24:53

3y ago24:53

24:53

This year has offered little shelter to investors trying to avoid downdrafts across all asset classes. Inflation has been stickier and more unpredictable than expected. The Federal Reserve and global central banks have been more hawkish as they struggle to manage inflation without creating economic harm. Global interest rates have been extremely vo…

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As Rates Rise, do Bonds Belong in Real-World Portfolios? 19:17

3+ y ago19:17

19:17

The first quarter of 2022 saw negative returns across the U.S. bond market as persistently rising inflation surprised central bankers and bond investors alike. Dramatically rising interest rates have focused bondholders’ attention on fixed-income investments – even provoking some to abandon the asset class entirely. In this episode of Market Curren…

1
Does Conflict in Ukraine Shift Global Energy Forever? 21:52

3+ y ago21:52

21:52

The war between Russia and Ukraine is a direct conflict between two of the world’s biggest commodity exporters, causing disruptions that will be felt for years. As European leaders seek to reduce or eliminate their countries’ exposure to Russian energy supplies and western companies voluntarily exit the country, maybe never to return, the conflict …

1
Another Head Fake, or Brighter Future Ahead? Weighing the Case for European Equities in 2022 24:26

3+ y ago24:26

24:26

While the U.S. stock market has outperformed European indices for years, it is important to remain aware of the benefits of global diversification. And recently, we have begun to see changes in Europe giving us greater confidence in this view: European economic growth is expected to slightly outpace the U.S. this year, and equity market valuations …

1
Vax Requirements, Boosters, Variants and Waves: Navigating the COVID-19 Information Deluge 20:16

4y ago20:16

20:16

Several months ago, it appeared as if a return to normalcy from the COVID-19 pandemic could be in sight. Primarily due to the spread of the Delta variant, however, the picture has become considerably more clouded. With individuals, companies, medical authorities and governments all continuing to react to the changing dynamics, and corresponding inf…

1
Interest Rates: Grounded or Ready for Take Off? 22:26

4y ago22:26

22:26

As economic reopening continues and supply-demand imbalances lead to price increases, investors are understandably fixated on the future path of interest rates — a key driver of future growth and returns. But in this particularly unusual period of economic history, what will the Fed do? Many believe higher inflation is transitory and that the Fed s…

1
How Long Will the Chips Be Down? The Global Semiconductor Chip Shortage with Deborah Koch 17:32

4+ y ago17:32

17:32

As the U.S. economy continues to reopen amid relaxed COVID-19 mitigation measures, pent-up demand is outstripping supply in many cases. One acute example is in the semiconductor chip industry, which provides “the brain” inside a wide range of products that power our modern lives, including smartphones, cars and even washing machines. In this episod…

1
Inflation: Is It Different This Time? With Carl Tannenbaum 32:16

4+ y ago32:16

32:16

Summary: Concerns about inflation have filled financial headlines recently as U.S. consumers reemerge from their homes and take note of higher prices and supply shortages in certain areas of the economy. But will higher inflation last? Or will it quickly revert back to more modest levels seen in recent decades? In this episode, Northern Trust’s Kat…

1
Value’s Uprising: Fête or Renaissance? – with Michael Hunstad and Chris Shipley 32:46

4+ y ago32:46

32:46

Does value investing still work? After many years of underperformance, value stocks have shown signs of life in 2021 as investors’ conviction in strong economic recovery has gained momentum. Is this a turning point for value, or simply a short-term pop? Will value redeem itself, or will investors find their way back to growth stocks over the long t…