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SHELTON WILDER will be the first to tell you that the Los Angeles Residential Real Estate Market is no joke. Building a successful practice in the space is hyper-competitive. The glitz and glamour portrayed on Bravo
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Few investors become so well known that they earn a nickname. BILL GROSS was known as the “Bond King.”. A natural polymath, Bill ascended to the throne with his novel total-return approach to managing bonds and his
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Generationally low interest rates, inflation, unthinkable geopolitical risks, the speed of information and the prevalence of noise challenge our long-held conventional wisdoms. Many investors are at a loss as to how to save and
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As part of a new project with the PRAGMATIC BOOKSHELF, I’m doing some thinking around the intersection of programming, finance, law and other disciplines. This was a fun piece around the latest word game craze, Wordle.
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International and Cross-Border Planning have been a major issues for high net worth clients for as long as there have been borders. It’s an enormous topic. Jobs, new family situations and geopolitics often send people
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JOHN FICHTHORN, now a two-time “Wealth Actually” interviewee, joins the podcast to discuss his new documentary, “Gaming Wall Street”. Directed by Tobias Deml, the two-part documentary debuts on March
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Occasionally we get a court case that has ripple effects across the fiduciary, asset management and investment management industries. In this episode, we’re going to look at the Potentially massive implications of the recent
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All of us have become more reliant on technology and software to solve problems and improve our lives. However, many of us understand less and less about the programming that goes into these solutions. Further, we
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In this slight detour for the show, I spoke with New York-based political commentator, DEROY MURDOCK.. We have an invigorating chat about INFLATION and GUN CONTROL, two topics that are galvanizing investors today. We later
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Anyone who knows me knows that golf is one my main hobbies. It is a huge treat to be able to speak with ROB LABRITZ as he embarks on his first season on the PGA Champions Tour. In addition to playing on the Senior Tour this year,
February 8, 2022 •
Blog, Entertainment, Entrepreneurs, Golf, Golf and More Golf, Podcasts, Psychology, Stunning Video, The Curious (Yet Crucial) Intersection Between Golf and Business, Worth Reading and Watching • Views: 1164
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In this episode of the Wealth Actually Podcast, I speak with my good friend, Paul Sullivan. Paul wrote the wildly popular Wealth Matters column in the New York Times and currently writes the Money Game column for Golf Magazine.
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MAXIMIZING EXECUTIVE AND FAMILY OFFICE TALENT In this 101st episode, we’re going to explore the disconnects in Human Capital Development. This is a crucial issue for family enterprises looking to transition to the next
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Welcome Back to the Wealth Actually Podcast- This episode marks a big milestone. We have hit the 100th EPISODE. I was pleasantly surprised to see that we have been downloaded in all 50 states and 114 countries. A big
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Welcome back to the 99th episode of the “Wealth Actually” Podcast . . . (We’re recording right before Christmas and I’d like give a special thanks to Matthew Passy who helps me sound good and make the trains run
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Life insurance is one of the core tools in wealth management. It replaces income for families, funds the payment of estate taxes, and, given its tax advantages, can serve as an investment vehicle. However, the culture of life