Wealthyist, the podcast that discusses the lifestyles, choices, and strategies of the wealthy. Each week, the Annex Private Client team talks to experts in a variety of areas to discuss trends and paths visited by people who have built or are in the process of building significant wealth.
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Private Wealth Podcasts
Join Downtown Josh Brown, Michael Batnick, and a rotation of their friends every Tuesday and Friday for expert insight and hot takes on the latest in business and investing. See our disclosures here - https://ritholtzwealth.com/podcast-youtube-disclosures/
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Ireland’s Financial Guide For High Earners. Subscribe to the Ask About Wealth podcast to stay up to date on what matters when it comes to turning your income into wealth and navigating the Irish financial system. Hosted on Acast. See acast.com/privacy for more information.
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On Wealth Warehouse, we challenge you to transform your financial future through the principles of the most profitable business in the world: banking. We believe everybody should be involved in 2 businesses: the business that you're in, and the banking business. Every day people can replicate what bankers have been doing for centuries to leverage capital and build wealth through private lending. Join us as we uncover the truths about money, expose lies and myths, and flip conventional financ ...
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A brief recap of the weeks economic activity presented by the Investment Committee at Titan Wealth.
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The Wealth Enterprise Briefing highlights the latest trends in investment strategies for ultra-high-net-worth families. Join host Michael Zeuner, Managing Partner at WE Family Offices for interviews with industry experts about financial news and investment topics impacting enterprising families.
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Welcome to the Wealth Management Invest Podcast. David Bodamer delves into the strategic insights of financial advisors and Chief Investment Officers (CIOs) from leading RIAs, including the increasing adoption of alternative investments to enhance the conventional 60/40 portfolio. Episodes showcase engaging discussions with top asset managers, shedding light on the ever-evolving landscape of private investment offerings, cutting-edge technology, and the latest developments in traditional ETF ...
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This is Moneywise, a podcast where hosts Sam Parr and Harry Morton are joined by high-net-worth guests to explore exclusive insights into personal finance and lifestyle tailored for other high-net-worth people, or those on their way. They'll get radically transparent about the numbers, revealing things like their burn rates, portfolios, and spending habits. This podcast was made for the Hampton community, a private, highly-vetted, peer membership community for founders and CEOs of fast-growi ...
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Join attorney, wealth manager, and well-known author David Mandell, JD, MBA in this podcast dedicated to improving a physician’s personal financial bottom line. David talks with doctors from every specialty and stage of career about their real-world lessons in financial matters, and interviews industry experts in all areas of wealth management. Tune in every other week for new episodes!
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Building wealth isn't just about hustle and grind. Every day, huge deals are being made, businesses and properties are changing hands, and a small group of people are making quantum leaps forward - building wealth faster than most dream possible. To the rest of the world, it looks like they have the Midas Touch. What makes them different? They chose to break AWAY. To build a mindset of abundance. To spot opportunities others overlook. On this podcast, we'll unlock the secrets to breaking out ...
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Join Brett Hina and Dan Lesneski, seasoned Private Wealth Advisors from Cornerstone Private Wealth, as they answer your most pressing questions about today’s markets. With decades of combined experience serving high-net-worth clients, business owners, and retirees, Brett and Dan provide clear, insightful guidance tailored to help you achieve your unique financial goals. Each month, they unpack current market trends, share expert insights, and bring in top financial minds for interviews to gi ...
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Private Market Talks: Conversations and insights on the private markets with private capital’s leading figures.
Proskauer
2
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Conversations and insights on the private markets with private capital’s leading figures. Hosted by Proskauer Partner, Howard Beber.
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Is your wealth strategy supporting your long-term goals? Welcome to Your Active Wealth with BNY Wealth: A podcast with the experts who lead our firm – and our industry – bringing you thematic and timely conversations on how to grow, manage and protect your wealth, and insights on how to confidently navigate the unpredictable and unexpected.
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On this podcast I talk to industry leaders on matters related to your money, markets, and issues near and far from personal finance.
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Alt Goes Mainstream: The Latest on Alternative Investments, WealthTech, & Private Markets
Michael Sidgmore
10172
Alt Goes Mainstream podcast is the place to turn to for interviews with some of the brightest and most experienced minds in the world at the intersection private markets and wealth management. AGM dives into investment strategies like private equity (PE), private credit, venture capital (VC), secondaries, GP stakes, infrastructure, real estate, wealth management, and comprehensively covers tools and frameworks for approaching private markets, such as asset allocation, evergreen funds, model ...
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Kwik Brain is a fun, fast-paced show designed to help busy people learn and achieve anything in a fraction of the time! Your coach, Jim Kwik (his real name), is the brain & memory trainer to elite mental performers, including many of the world’s leading CEO’s and celebrities. In this easy to digest bite-sized podcast, you will discover Kwik’s favorite shortcuts to read faster, remember more, and ‘supercharge’ your greatest wealth-building asset: your brain. Whether you’re a student, senior, ...
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SK Wealth Management - The Integrated Financial Approach, a disciplined, proactive and consistent approach to providing clarity and order to your finances. We cover topics that affect your financial life such as financial planning, investing, estate planning, taxes, divorce planning, etc.
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Welcome to The Agent of Wealth Podcast with Marc Bautis from Bautis Financial. In this podcast, Marc helps small business owners and retirees overcome the multiple wealth planning challenges involved in your financial life. We do this by creating comprehensive wealth management plans to guide you towards financial freedom, ensure you never run out of money and help create a balance in life that prioritizes what is most important to you. Join us for this journey as Marc draws from years of ex ...
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In an industry that's changing faster than ever, expectations for growth, both organic and inorganic, are only getting more intense. With private equity money flooding into the wealth management space, customer experience expectations leveling up, generative AI upending process and a generational wealth transfer that will transform client acquisitions, the journey to growth for all wealth management businesses will require adaptability, resilience and a long-term vision that puts client's ne ...
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At Olympus Wealth Strategies, we’re always looking for new ways to empower, educate, and elevate your financial journey. That’s why we’re launching a brand-new podcast—designed to give you real-world insights, smart strategies, and conversations that help take your finances to great heights. We can’t wait to have you along for the climb. Legal Disclosures: Olympus Wealth Strategies, LLC (“Olympus”) provides investment advisory services through Uptick Partners, LLC, a Registered Investment Ad ...
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What if wealth wasn’t just about what you have—but how you live? Hosted by Dustin Serviss—entrepreneur, author, and founder of Serviss Wealth—The Picture of Wealth is a curated lab of ideas, conversations, and experiments exploring the intersection of money, performance, longevity, and lifestyle design. This isn’t another financial podcast obsessed with spreadsheets and stock picks. It’s for high-performing business owners, professionals, and families who want to optimize their life’s work a ...
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Partnering to Create Wealth is a podcast from New York Private Finance (NYPF), hosted by David Marcus. NYPF provides loans to individuals using illiquid assets as collateral—including private company shares, LP interests, and real estate. Our clients include investors, entrepreneurs, and family offices who use our capital to invest in startups, grow businesses, meet capital calls, or buy out partners. This series explores a unique corner of the private credit market through conversations wit ...
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Want financial freedom through real estate investing? Then the BiggerPockets Real Estate Podcast is for you. Sit down every Monday, Wednesday, and Friday with Dave Meyer, the Head of Real Estate at BiggerPockets, as he uncovers tried and true tactics and shares candid conversations with real estate investors who are building wealth in today’s market. Join Dave to walk through deals that went right (and wrong) and learn the strategies you can deploy—start growing your side income today to tak ...
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In each episode of "Perspectives from Rothschild & Co Wealth Management Switzerland" we share our perspectives on developments impacting markets and the global economy as well as explore the different approaches to allocating capital and making investment decisions through insightful interviews.
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Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
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“Legacy Planning, Once Removed,” hosted by Steve Murphy, former leader of the firm’s Private Wealth Services Practice Group, explores estate planning and provides steps for the management of wealth throughout life and upon death. Over the next 25 years, baby boomers will pass an unprecedented $68 trillion to beneficiaries and charities. The key challenge of legacy planning lies in how to use wealth to help the next generation be productive and independent. Podcast topics focus on beneficiary ...
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The Money RX Podcast: Best Practices for Physicians. Dave Jesiolowski and Josh Taffer, CEPA, of Journey Wealth, navigate the complex financial landscape for doctors. Every episode, they take complicated topics like corporate structures for private practice or high net worth investment strategies and simplify them to provide clear, actionable solutions to minimize taxes, mitigate risk, and maximize your wealth, empowering you to take control and live life on your terms. Investment advisory se ...
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Search Party is a video-podcast dedicated to elevating knowledge of the Entrepreneurship-Through-Acquisition (ETA) strategy, an increasingly popular model for private investing and wealth creation. The thought-leadership series is hosted by private capital journalist David Snow, and features expert commentary by Next Coast Legacy’s Dustin Sellers and Anthony Walker, two veterans of the ETA strategy. Search Party explores the ”searcher” model for wealth creation in the lower-middle-market, an ...
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Your go-to podcast for uncovering the dirty secrets behind Wall Street and how to take back control of your wealth. The Wall Street mindset separates both families & business owners from their money while the elite and unknown get to use it for their advantage. The secret to achieving this is having your money work for you, not someone else, when wealth building. You can get there through earning passive income. When you have more passive income than you do expenses, you have achieved financ ...
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Multiple Perspectives helps you unlock the potential of fractional real estate investing and alternative assets to enhance your financial strategy. With expert guests from the worlds of commercial real estate (CRE), self-directed investing, and personal finance, this podcast dives into how private-market assets can diversify your portfolio, generate passive income, and provide stability beyond traditional investments - empowering you to take control of your financial future.
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Join Michael Cembalest as he explores a wide variety of investment topics, including the economy, policy and markets.
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The Whole Wealth Journey podcast, hosted by Jim Gebhardt and Matthew Grishman, offers a transformative approach to wealth and personal growth for entrepreneurs seeking Wealth With a Why™. Originally known as Financial Sobriety, the show evolved from Matthew's personal struggle with money and self-worth, to a comprehensive exploration of true wealth and human connection. The podcast now focuses on the concept of Whole Wealth, emphasizing that wealth is more than just financial assets—it's abo ...
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Providing financial planning strategies for oil and gas professionals. Justin and Jared talk through ideas to optimize investments, lower future taxes, and grow your wealth. If you work at or recently retired from a large Oil & Gas company, this podcast is for you. Justin Brownlee and Jared Machen are CERTIFIED FINANCIAL PLANNER™ professionals with Brownlee Wealth Management, a fee-only firm dedicated to those in the Oil & Gas profession. Learn more and subscribe today at brownleewealthmanag ...
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Make Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing World
John De Goey (a podcast covering financial literacy, financial advisors & wealth)
1150
Have you thought about how bias impacts your investing? Is your portfolio built using standard principles that might not work in a new world paradigm that features an end to the bond bull, an end to the peace dividend and the onset of tariffs and trade wars? Make Better Wealth Decisions will help you navigate investing and planning by exposing how traditional advice does not incorporate recent events. The podcast will help you: 1. Spot hidden risks in stocks due to high valuations. 2. Protec ...
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The Exit Planning Institute© recently released a survey that said 75% of business owners regret selling their business 12-18 months post sale. At Decision Points, we are committed to preparing and inspiring business owners to successfully operate, and one day sell, their business with maximum fulfillment in all aspects of their personal and professional lives. We’re speaking with business leaders, strategic coaches, exited entrepreneurs, mentors, and technical experts sharing their successes ...
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Private equity, venture capital and alternative investments - long-form podcasts with industry leaders Dive into in-depth conversations with industry leaders and gain exclusive insights into the world of private capital. 🎙️Fund Shack is dedicated to providing thought-provoking, authentic discussions with the most respected private capital managers, asset managers, professional advisers, & thought leaders. Our long-form interviews are unscripted, ensuring genuine & enriching conversations. Ho ...
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Delivering timely and thought-provoking insights for our Self-Managed Super Fund and investment clients, featuring expert perspectives from Australia's top Fund Managers and our advisers. Hosted on Acast. See acast.com/privacy for more information.
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How can wealthy investors make better investments and wiser financial decisions? On this podcast we look at the big investment trends, how to allocate private wealth, tools for multi-generational planning, philanthropy and a range of other issues unique to high net worth families. We interview leading investment managers, high net worth individuals and private wealth advisors. Brought to you by Goldrock Capital, a multi-family office.
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Key Wealth Matters, a podcast series hosted by the experts of the Key Wealth Institute, explores the biggest news of today to determine how these headlines can impact wealth plans, financial strategies, markets, and investments. Join our team of advisors for unbiased, proactive advice about individual and family finances, estate and legacy planning, family dynamics, investing, as well as trends for business owners, nonprofits, and institutions. To submit potential topics or questions to our ...
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The Center for Investment Excellence features educational insights across asset classes and investment themes designed to give you the tools you need to empower better decisions and build stronger portfolios.
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Smart real estate investing will give you the time and the money to live life on your own terms! We call that real wealth. Host Kathy Fettke is Co-CEO of Real Wealth Network, author of the best selling “Retire Rich with Rentals” and the host of companion podcast, Real Estate News for Investors. Kathy Fettke launched this podcast in 2003 to share her own secrets and those of top experts in the real estate investing field. She along with guests like Robert Kiyosaki, Peter Schiff, Doug Duncan, ...
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Barry Ritholtz speaks with the people that shape markets, investing and business.
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Join attorneys Sarah Florer and Roland Roland Wiederaenders as they navigate through the maze of market jargon and reveal the secrets of diversifying your portfolio. Whether you're a seasoned investor or taking your first step toward financial freedom, we empower you with the knowledge and insights you need to thrive in the dynamic landscape of alternative assets. Get ready to transform how you invest, inspiring a new way of thinking about your finances, and discover how to make your money w ...
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The Fund Flip Repeat Podcast is your ultimate guide to mastering the art of real estate investing with private money lending. Hosted by FixedLending, this podcast dives into actionable strategies, insider tips, and success stories to help you fund smarter, flip faster, and scale your portfolio for maximum profits. Whether you’re a first-time investor or a seasoned pro, each episode delivers insights on financing, deal analysis, and navigating the real estate market with confidence. Join us w ...
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Join Michael Merlin, Founder of Merlin Wealth Management at Rockefeller Global Family Office and various colleagues and experts as they take the complex and make it simple. In each episode Michael and friends discuss the key tenants of financial longevity: maximizing your wealth span and securing your financial future, spending money guilt-free while still growing your assets and enjoying your bigger future with confidence. Don't let financial complexity hold you back from living your best l ...
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Welcome to the GCP Channel! Tune in to gain exclusive insights from leaders in private equity, CEOs of PE-backed companies, and startup entrepreneurs. Each episode dives into their unique career journeys, sharing valuable lessons on starting, investing in, and scaling successful businesses. And most importantly how the Right Talent drives business success. Listen on all major podcast platforms and of course, watch right here on YouTube!
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Episode 16: The Future of Private Markets with StepStone's CEO - Venture, Growth Equity, and Access
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What do the world’s top investors know about private markets that most people don’t? In this episode of Olympus Wealth Strategies Podcast, I’m joined by one of the most influential voices in alternatives — Bob Long, CEO of StepStone Private Wealth. https://www.stepstonegroup.com/members/bob-long/ With more than 30 years of experience leading in the…
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Wealth Management Invest: The Role of Secondary Markets in Private Wealth with Coller Capital’s Jonathan McEvoy
30:53
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In this episode of Wealth Management Invest, host David Bodamer talks with Jonathan McEvoy, managing director, Investor Relations and head of Private Wealth Secondaries Solutions Distribution at Coller Capital, to explore how secondaries provide an additional access point to private markets. Jonathan shares the growth story of private equity and pr…
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#205 | Why Private Real Estate Wealth Decisions Are Easier Than You Think (Even Without Buying Property)
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Think you need to buy a house to get into real estate? What if you could start making private real estate wealth decisions today—without becoming a landlord? In a past conversation with Josh Will of Virtus, we break down how private real estate works and why securitized real estate investments let you own pieces of properties in small, affordable c…
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How the September Effect and Fed Actions Could Impact Your Portfolio This Fall
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Get the latest on the September markets, Fed decisions, and what might be coming for your investments. Brett and Dan break down key headlines and how they impact your financial planning. Topics include: - Why September is historically the worst month for the markets, with real data to back it up - Key factors influencing this year’s market, includi…
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The Private Credit Surge: What Investors Can’t Afford to Miss
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Private credit has experienced explosive growth in recent years, attracting significant attention from investors and financial professionals alike. But with rapid expansion comes new risks and challenges. In this episode of The Wealth Enterprise Briefing, Managing Partner Michael Zeuner sits down with Deputy CIO Matt Farrell to examine the current …
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Summer Rewind 2025 #6: 50 Years in Private & Locums Practice, Business Ventures & More with Dr. Charles Mandell
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This summer, join host David Mandell as he revisits and highlights episodes from Season 3 and 4 of The Wealth Planning for the Modern Physician podcast, in our 2025 Summer Rewind Series. "I genuinely believe there is a lot of information to gain from all of our episodes deliver, but for the summer, I've handpicked a few that offer intriguing ideas …
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Wealth Preservation Strategies and Investing in Private Investments for Ultra-High Net Worth Families
42:28
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Join Michael Merlin and Head of Alternative Investment Distribution for Rockefeller Capital Management, Samantha Cooper, as they discuss how UHNW clients should be protecting their wealth and how they should be thinking about investing in Private Equity, Venture Capital, Real Estate, and Private Credit. This material was prepared by Rockefeller Cap…
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Do Hard Things: Discipline, Cashflow, and AI with Mark Young
47:18
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Most people wait for perfect conditions and call it “planning.” That’s just stuck. In this conversation, Mark Young, an entrepreneur, educator, author, and functional doctor, joins Jim to break the addiction to comfort, reframe failure, and get back to ownership. We hit health, wealth, and work: why public goals matter, why cashflow beats accumulat…
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How to Invest in Real Estate Abroad with Daniel Daly
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Thinking about buying real estate abroad? In this episode, Kathy Fettke talks with Daniel Daly, a former automotive GM who built a $400M dealership business before shifting his focus to international real estate. Daniel shares how he built a cash-flowing portfolio in Portugal, where lower prices, favorable financing, and strong tourism make investi…
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Episode 17: From the White House to World Stages - Al & Leslie Rutherford on Leadership and Impact
1:02:53
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In this episode of the Olympus Wealth Strategies podcast, we sit down with Al Rutherford, founder of Rutherford & Associates, Inc., to explore his incredible journey from working in the White House communications team to building a high-impact private events and communications firm. We’re also joined by Leslie Rutherford, who played a key role in i…
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Decision Points E72 – Redefining Senior Care: Personalized Service and Family Values with Brian Levy
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For Brian Levy, the path to elder care wasn’t linear. With a degree in psychology and a career that began in advertising, he eventually found his calling in a space that touches every family at some point: caring for seniors with dignity, trust, and compassion. In this episode of Decision Points, Brian shares how Cambridge Caregivers and Manchester…
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Round Table | The Hidden Mistakes in Your Tax Return That Could Be Costing You Thousands
27:49
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Taxes are your single biggest expense, and understanding your tax return could be the key to unlocking more passive income and financial freedom. In this episode, Russ, Joey, and Anthony demystify the tax return and show how you can use it as a planning tool rather than just a filing task. They discuss why most tax professionals don’t proactively g…
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I Chose Fun Over Profit…. And I Regret It
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Thinking about selling your company? 24 founders told us what really happens after the wire hits. — https://www.joinhampton.com/exit-report Jordan Schlipf spent a decade building companies optimized for fun, freedom, and friendships. But with years of hindsight, he wonders if he left too much money on the table. Here’s what we talk about: Why Jorda…
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Join Michael Merlin and guests Adrienne Heart, Head of Philanthropy, Rockefeller Global Family Office and Mallory Findley, Head of Family Values & Dynamics, Rockefeller Capital Management, as they discuss helping clients find the “why” in their charitable giving. This material was prepared by Rockefeller Capital Management. The views expressed of t…
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Back to the Future: What the 90s Can Tell Us About Today
20:38
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Cynthia Honcharenko, Director of Fixed Income Portfolio Management, joins the podcast to deliver a report on this week’s Federal Open Market Committee (FOMC) meeting; be sure to read her companion piece, “The Fed Cut Rates, But Didn’t Cut Loose” on our Weekly Investment Brief feed. Our discussion tracks how the equity and bond markets behaved leadi…
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From $20K/Year Salary to $20K+/Month Passive Income w/Ashley Hamilton
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Ashley Hamilton had every card stacked against her in achieving financial freedom. She was a single mother with two children, earning just $20,000 per year working as a waitress, living in Detroit, one of the hardest-hit markets following the Great Financial Crisis. Sixteen years later, she’s making $50,000 per month in pure cash flow (and she has …
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Argue Less: Assert Yourself by Framing Conversations with Jefferson Fisher
19:55
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Have you ever walked away from a conversation thinking, why did that get so heated? Wishing you’d found the right words instead of freezing up or overreacting. The truth is, the next argument you have doesn’t have to be an argument at all. In this episode, I’m joined by trial lawyer and bestselling author Jefferson Fisher, who has spent his career …
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Episode 189: Infinite Banking: What Should I Do With a Large Sum of Money?
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Visit our website: https://www.thewealthwarehousepodcast.com/ This week, Dave and Paul unpack a common client question: “What should I do with a windfall?” Drawing from a recent mastermind with fellow IBC practitioners, they compare strategies for deploying a large lump sum while keeping smart liquidity: one-time PUA lump sums, using a Premium Depo…
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#1 | Weekly Wealth Write-up: Think Rate Cuts Will Save the Economy? Here’s Why Interest Rates Could Trigger More Inflation Instead
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Markets cheered when the Bank of Canada and the Federal Reserve lowered interest rates—but should you? What looks like a boost for growth may actually be a warning sign. Rate cuts often mean the economy is weakening, unemployment risks are rising, and a dangerous wave of inflation could be right around the corner. In this Weekly Wealth Update, you’…
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Titan Wealth Weekly Market Update - Monday 22nd September
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Welcome to this week’s Titan International market review for the week ending 21st September 2025. US equity markets reached new record highs last week, as investors digested a series of interest rate decisions from both sides of the Atlantic and assessed the implications for economic growth and corporate earnings. The US Federal Reserve moved decis…
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How Entrepreneurship Can Create Impact Beyond Business with Trixy Castro
25:53
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What does it really mean to use entrepreneurship as a force for good? In this episode, Kathy Fettke sits down with powerhouse businesswoman Trixy Castro, who built and sold companies — including one to Goldman Sachs — before launching her most personal mission yet: FreeRent.org. Trixy shares how her upbringing in Los Angeles, where her family relie…
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The Simple Road Toward Financial Freedom With Steve Short and Mark Schlipman
28:33
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Most of us are taught algebra in school, but not how to manage a paycheck, save for retirement, or avoid credit card debt. That’s where Steve Short and Mark Schlipman come in. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Steve Short and Mark Schlipman, co-authors of The Simple Road Toward Financial Freedom: A Guide …
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Wealthyist E35 | Understanding How OBBBA Affects QBI & QSBS (PT 2)
10:42
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In this week's episode of the "Wealthyist" podcast, hosted by Dr. Brian Jacobsen, Chief Economist at Annex Wealth Management, with guest Brian Lamborne, Senior Wealth Strategist at Annex Private Client, discussion focused on Qualified Small Business Stock (QSBS) and comparisons to the Qualified Business Income Deduction (QBID) from their previous e…
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BlackRock's Jaime Magyera on Wealth Management and Retirement
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On this episode, Barry speaks with Jaime Magyera. She was recently tapped as head of retirement and US wealth for BlackRock. They discuss her career and unique experience working at one of the world's largest asset managers, trends in retirement and wealth management, the rise of alternative investments and more. See omnystudio.com/listener for pri…
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Fed Cuts Rates: Who Needs to Rate Lock and Refinance ASAP
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The Federal Reserve has finally cut rates. Will mortgage rates follow? If you’ve been waiting to rate lock or refinance, is now the time, or does the market think we have even further to fall? With inflation coming down from past years’ peaks and unemployment slowly ticking up, the Fed made the decision everyone was waiting for: cut rates…cautiousl…
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On episode 209 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Tom Sosnoff to discuss: what it takes to become a trader, how Tom got into the business, his experience selling thinkorswim to TD-Ameritrade, Chicago vs NYC, and much more! This episode is sponsored by Neuberger…
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Lightning Pod: Future of Work, Real Estate Trends & Investing - Ep 112
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In this episode, Justin and Jared explore real estate investing, the future of work trends, and how both are reshaping today’s markets. We dive into Galveston’s oversaturated Airbnb market, the return-to-office push, and what these shifts mean for hybrid work models and investors. Plus, we break down dividend strategies and the economic impact of u…
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Strategic Choices in Fixed Income for Long-Term Investors
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After several years of unusually high returns in money markets and short-term instruments, the environment for fixed income is shifting. In this episode of The Wealth Enterprise Briefing, Michael Zeuner is joined by Sam Sudame and Matt Farrell for a discussion on how investors should be thinking about fixed income portfolios in today's market. They…
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Permira's Dipan Patel - how to scale an €80B AUM alternative asset manager
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Welcome back to the Alt Goes Mainstream podcast. Today’s episode is with one of the executives who has helped to build one of the industry’s leading alternative asset managers. We sat in Permira’s London office with Co-CEO Dipan Patel to discuss the firm’s evolution and how the business has grown to over €80B in AUM. Dipan brings a deep background …
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From 0 Properties to Full-Time Investor with Ashley Kehr
23:42
23:42
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23:42
Ashley Kehr went from having no real estate experience to building a full-time investing business and a portfolio. In this episode of The Real Wealth Show, she shares her journey step by step, along with the rookie mistakes she made and the lessons that helped her grow. You’ll also hear practical advice for getting started as a new investor, strate…
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#207 | How To Strengthen Your Retirement Planning By Managing Longevity Risk Smarter
26:31
26:31
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26:31
Have you ever considered what living to 95—or even 100—means for your money? Longevity risk is one of the least discussed yet most impactful challenges in retirement planning. Many people still base their financial planning on outdated assumptions, risking a shortfall in their later years. In this episode with Fraser Stark, President of the Longevi…
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The $9B Investing Niche You’ve Never Heard Of with Brian Seidensticker
36:33
36:33
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36:33
Have you ever wondered how to invest in real estate without the high upfront costs? Tax lien and tax deed investing may be your answer, offering unique opportunities to purchase properties at a fraction of their market value if you know where to look. In this episode, Brian Seidensticker joins Russ and Joey to discuss the niche world of tax lien an…
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How can investors find usable signal amidst all of the outrageous, algorithm-driven, clickbait? Noisy headlines can be a distraction from your long-term goals. Michael Hiltzik covers business for the Los Angeles Times, is a two-time winner of the Gerald Loeb Award and has authored numerous books on business. Each week, “At the Money” discusses an i…
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Buy Now vs. Wait and the Best First Rental for Beginners
36:50
36:50
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36:50
Should you buy a rental property now or wait? If you buy now and prices rise, you’ll get all the appreciation that comes with it and have the chance to refinance at any point in the future. But waiting to have a larger down payment could get you a better loan and put you in a stronger financial position. You want to get into real estate investing s…
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The Journey from Solo Practice to Industry Leader with Special Guest, Dr. Cynthia Matossian
42:32
42:32
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42:32
In the Season 6 premiere of the Wealth Planning for the Modern Physician Podcast, host David Mandell welcomes Dr. Cynthia Matossian, an accomplished ophthalmologist, entrepreneur, and industry leader. Dr. Matossian shares her unique journey into medicine, starting from an initial interest in political science and international relations before ulti…
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E53: Commercial Real Estate Investing Explained - Diversified Funds for Stable Monthly Cash Flow
36:22
36:22
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36:22
Diversify smarter: stable, passive income through commercial real estate funds. Commercial real estate doesn’t have to be complicated. In this episode, Zane Schartz of Freedom Commercial Real Estate breaks down how diversified net-lease funds can generate stable monthly cash flow while minimizing risk. Whether you’re reallocating capital or expandi…
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Stocks After a Rate Cut With Nick Colas, the End of Quarterly Earnings Reports, Strategy Denied S&P Inclusion
1:54:07
1:54:07
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On this TCAF Tuesday, Josh Brown is joined by Nick Colas of DataTrek Research to discuss: the size of the next rate cut, the history of S&P multiples, Microsoft in 1999 vs today, outperforming sectors of the market, and much more! Then at 44:35, hear an all-new episode of What Are Your Thoughts with Downtown Josh Brown and Michael…
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He Would Have Missed Out If He Slept on KIYOSAKI!
34:11
34:11
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34:11
It's time for another Fund Flip Repeat episode! Today, Ryan and I sit down with our good friend Phil Brooks to dive into one of the most powerful stories we’ve ever shared on the show. Phil opens up about his journey from growing up in poverty, to time in prison, to discovering Rich Dad Poor Dad and completely turning his life around. Today he’s fl…
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Why Investor Home Purchases Fell & What Fed Rate Cuts Could Mean with RedFin's Chen Zhao
16:30
16:30
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16:30
Investor home purchases just logged their biggest drop since 2023, with condos taking the sharpest hit. What’s driving the slowdown, and how could Fed policy shape what happens next? In this episode, Kathy Fettke talks with Chen Zhao, Head of Economic Research at Redfin, about why investors pulled back in Q2, what markets are seeing the greatest he…
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