The “Wealth Actually” Podcast

Interviews with Experts, Entrepreneurs, and Creatives in and around the fiduciary and wealth management space. (Episode Listing Below)

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EP-122 PRIVATE JETS w/ AVIATION EXPERT, DAVID CLARK

Private Jets are on the minds of all successful people. The time savings, security, convenience and ...
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EP-121 NFL LINEMAN, MARQUES OGDEN on ENTREPRENEURIAL RESILIENCE

MARQUES OGDEN is a former NFL Lineman who has parlayed his football experience, lessons learned in ...
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EP-120 CHILDHOOD WEALTH DISCUSSIONS with JEFF SAVLOV

It is a common saying that wealth in families is built and lost in three generations.

However, ...
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EP-119 (BONUS) GOLF LEGEND, JAY SIGEL on MENTORSHIP, DETERMINATION and GIVING BACK

Golf legend, JAY SIGEL joins us on this episode of "Wealth Actually." In United States Amateur ...
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EP-118 (BONUS) COVID and THE FUTURE OF PLAGUE RESPONSE with PROF. POLLY PRICE

Two years after its onset, the world's response to the COVID-19 Pandemic will be generational event ...
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EP-116 WEALTH CYBERSECURITY with TOMMY RAGSDALE

For advisers dealing with wealth management clients, cybersecurity is a necessary conversation. The wealthy are clamoring ...
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EP-115 DISRUPTION IN WEALTH MANAGEMENT with MATTHIAS KUHLMEY

The Wealth Management Industry is in the midst of massive demographic change. Business models are evolving, ...
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EP-114 LOS ANGELES REAL ESTATE with SHELTON WILDER

SHELTON WILDER will be the first to tell you that the Los Angeles Residential Real Estate ...
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EP-113 MARY CHILDS on BILL GROSS, THE BOND KING

Few investors become so well known that they earn a nickname. BILL GROSS was known as ...
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EP-112 “JUST KEEP BUYING” with NICK MAGGIULLI

Generationally low interest rates, inflation, unthinkable geopolitical risks, the speed of information and the prevalence of ...
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EP.111 EMERGING MARKET INVESTING with PERTH TOLLE

PERTH TOLLE: An Emerging Market Portfolio Manager with a unique methodology- INTRODUCTION Perth Tolle is the ...
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EP-110 CONSERVATION EASEMENTS with MICHAEL ENGELHART

Conservation Easements with MICHAEL ENGELHART With Joe Biden's recent initiative to conserve nearly a third of ...
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EP-109 INTERNATIONAL WEALTH PLANNING with BRENT NELSON

International and Cross-Border Planning have been a major issues for high net worth clients for as ...
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EP-108 “GAMING WALL STREET” with JOHN FICHTHORN

JOHN FICHTHORN, now a two-time "Wealth Actually" interviewee, joins the podcast to discuss his new documentary, ...
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EP-107 RETHINKING “FIDUCIARY” OVERSIGHT OF INVESTMENTS with JAMES WATKINS

Occasionally we get a court case that has ripple effects across the fiduciary, asset management and ...
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EP-106 INSURING CYBERSECURITY AND SOCIAL MEDIA with AHMET BIDAV

The world of property and casualty insurance is undergoing a significant business model change- Emerging risks ...
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EP.105 THE PROGRAMMER’S JOURNEY with ANDY HUNT

All of us have become more reliant on technology and software to solve problems and improve ...
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EP.104 INFLATION AND POLITICS with Columnist, DEROY MURDOCK

In this slight detour for the show, I spoke with New York-based political commentator, DEROY MURDOCK ...
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EP.103 SENIOR PGA TOUR PRO, ROB LABRITZ on PEAK PERFORMANCE

Anyone who knows me knows that golf is one my main hobbies. It is a huge ...
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EP.102 THE EMERGENCE of “LEAD DADS” with PAUL SULLIVAN

In this episode of the Wealth Actually Podcast, I speak with my good friend, Paul Sullivan ...
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EP.101 MAXIMIZING EXECUTIVE and FAMILY OFFICE TALENT with DEIDRE KOPPELMAN

MAXIMIZING EXECUTIVE AND FAMILY OFFICE TALENT In this 101st episode, we’re going to explore the disconnects ...
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EP.100 SHAPING WEALTH with BRIAN PORTNOY

Welcome Back to the Wealth Actually Podcast- This episode marks a big milestone. We have hit ...
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EP.99 MAXIMIZING PHILANTHROPY with ARTIFICIAL INTELLIGENCE with COLIN STEWART

Welcome back to the 99th episode of the "Wealth Actually" Podcast . . . (We’re recording ...
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EP.98 RULE 187 and The “NEW” FIDUCIARY STANDARD in LIFE INSURANCE with STEVEN ZEIGER

Life insurance is one of the core tools in wealth management. It replaces income for families, ...
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EP.97 THE FUTURE OF MUSIC AND FINANCE with DAVID PULLMAN

This latest podcast is special because it harkens back to 2000 when I wrote a paper ...
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EP.96 USING THE COLLEGE ADMISSIONS PROCESS FOR INTERGENERATIONAL DISCUSSIONS with LINDSAY TANNE

The College Admission season is in full swing and it brings it usual stresses. However in ...
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PREVIEW: BOWIE BOND INVENTOR and FINANCE PIONEER, DAVID PULLMAN

Here is sneak peak of my podcast with David Pullman- in this outtake, we talk about ...
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EP.95 SEARCH FUNDS AND SMB with STEVEN RESSLER

You can’t go two minutes without hearing about the allure of venture capital and private equity ...
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EP.93 NY TAXES AND SNOWBIRD PLANNING – MARK KLEIN

New York City residents have the highest State and City tax burden in the country (it's ...
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EP.91 CRYPTO and NFT ESTATE PLANNING UPDATE with MATTHEW McCLINTOCK (Part 2)

In this episode, MATTHEW MCCLINTOCK joins us. Matthew is a high end estate planning attorney and ...
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EP.90 ADVISING LGBTQ+ CLIENTS with BRIAN BALDUZZI

The LGBTQ+ community has always been an important part of American fabric. But it's only in ...
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EP.89 CONCENTRATED POSITIONS with STEPHEN DAVENPORT

For many wealthy families, concentrated liquid investment positions present special types of issues. More often than ...
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Ep.88 ULTRA HIGH NET WORTH DIVORCE with OLIVIA SUMMERHILL

Divorce in the Ultra-High Net Worth Space is a little bit different.  Gates, Bezos, Kardashian ...
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EP.87 FAMILY LEADERSHIP AND AN EVOLVING 111 YEAR OLD BUSINESS with BEN GROSSMAN

"Shirtsleeves to shirtsleeves in three generations" is as old as commerce itself. Family enterprises rarely make ...
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EP.86 BOURBON as an INVESTMENT with MARK GARBIN

With interest in alternative asset classes at an all-time high, the focus of family offices and ...
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EP.85 LIFE INSURANCE AND TRUSTS with ANDREAS STUERMANN

With the Biden proposals comes the potential for tax increases at the income, capital gains and ...
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Ep.84 THE TAX BENEFITS OF PUERTO RICO with GRANT THORNTON’S MARIA RIVERA

Puerto Rico is a jurisdiction that excites the imaginations of wealth planners. It has interesting attributes ...
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Ep.83 COLLEGE ADMISSIONS TODAY with SARA HARBERSON

Sara Harberson, America's College Counselor, is a nationally recognized authority on college admissions with formidable credentials: ...
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EP.82 NAVIGATING CRUCIAL WEALTH CONVERSATIONS with BRITTAIN PRIGGE

*(5/30/21 UPDATE: A FULL TRANSCRIPT IS UNDERNEATH THE OUTLINE). In this podcast, I spend some time ...
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EP.81 INTEREST RATE VOLATILITY and INFLATION RISK with IVOL’S NANCY DAVIS

This was an opportunity to speak with an amazingly accomplished portfolio manager and entrepreneur. Right now, ...
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EP.80 DIRECT INDEXING with LISA GOLDBERG, PhD

I think direct indexing is going to be a major innovation in the world of wealth ...
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Ep.79 (BONUS) HORROR AUTHOR, JIM HARBERSON

This podcast is off the beaten path from the usual wealth topics, but it's no less ...
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EP.78 HUMAN CAPITAL IN FAMILY BUSINESSES with LEONORA WILLIAMSON

On the referral of a colleague, I interviewed the Nashville-based, LEONORA WILLIAMSON. She is an expert ...
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EP.77 CAPITAL ALLOCATORS with TED SEIDES

I'm thrilled to have Ted Seides on the show to discuss his new BOOK, his wildly ...
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EP.76 CITIZENSHIP DIVERSIFICATION with DAVID LESPERANCE

I see the concept of locating wealth and assets at the state level all the time ...
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EP.75 INDIVIDUAL TRUSTEESHIP with MARGUERITE LORENZ

The 75th "Wealth Actually" Podcast . . . Wow . . . it seems like I ...
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EP.74 A LOOK INTO 2021 with Investment Banker, EUAN RELLIE

EUAN RELLIE is on the podcast today. We went around the world in half an hour ...
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EP.73 AVOIDING “SHIRTSLEEVES TO SHIRTSLEEVES” with DAVID C. WELLS, JR.

Occasionally, I get to speak with someone in the industry that both affirms my experiences, but ...
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EP.72 CYBERSECURITY for 2021 with CHRIS OTT

Here is the first video foray for the "Wealth Actually" podcast (a bit by accident! We ...
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EP.71 COURT TENNIS with HAVEN PELL

After a slew of podcasts about structuring, estate planning, investment themes and politics, I thought it ...
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Ep.70 ESG INVESTING with JOHN ROSENBERG

For a few years, the wealth advisory and asset management worlds have been captivated by three ...
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EP.69 EMERGING MARKETS, DISORDER and INVESTING with PHILIP READE

It's important to speak to people who are having success exploiting other asymmetries. Many opportunities come ...
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Ep.68 ESTATE and CHARITABLE PLANNING for 2021 with New York Attorney, JORY BARD ZIMMERMAN

The election is finally past us and for wealth advisors the work and the uncertainty is ...
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Ep.67 – WOMEN and VIDEO GAME CULTURE with REBECCA DIXON

https://thegamehers.com/ Video games were a formative part of my upbringing, but I have gotten away from ...
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EP.66 BITCOIN, ESTATE PLANNING and TRUSTEE RESPONSIBILITY with MATTHEW McCLINTOCK

Trustee Issues with Crypto-Currency (with Matthew McClintock) Family offices, trust companies and opportunistic individuals are dealing ...
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Ep.65 The PAST, PRESENT and FUTURE of a FAMILY BUSINESS with JIM O’SHAUGHNESSY

When you have the chance to spend an hour with Jim O'Shaughnessy, you grab it with ...
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EP.64 BRINGING INSTITUTIONAL THINKING TO INDIVIDUAL INVESTING with GEORGE HUBBARD

In this episode of "Wealth Actually", I speak with George Hubbard. George is the Managing Partner ...
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EP.63 BUILDING A NEW TRUST COMPANY: A Discussion with BETSY BROWN

Part of the fun of the Wealth Actually podcast is to delve into topics around wealth ...
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Ep.62, The CURRENT ESTATE PLANNING ENVIRONMENT with BILL SWEET

As summer is starting to wane (before it ever really got going!), I took the time ...
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Ep.61 HEALTH DIRECTIVES with TIFFANY MCKENZIE

In the age of COVID-19, there has been a renewed focus on Health Care Directives. The ...
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Ep.60 FIDUCIARY LIABILITY with JUDY PEARSON

Judy Pearson is the Founder and CEO of Nomadx. Nomadx helps fiduciaries, officers, directors, trust companies ...
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Ep.59 – COMIC BOOK PUBLISHING with GEVIAN DARGAN

In this episode of "Wealth, Actually", we get to dive into the comic-book industry with Gevian ...
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Ep.58 – ASSET PROTECTION 101 with IKE DEVJI

As businesses and business owners struggle the impact of COVID-19 on operations going forward, I thought ...
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Ep.57 – DIVORCE in the COVID-19 World with EVAN SCHEIN

With the tensions brought on by the confinement, new roles and financial pressures of the Coronavirus, ...
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EP.56 – Mehlman/Castagnetti POST-COVID PREDICTIONS

https://mehlmancastagnetti.com/wp-content/uploads/After-COVID-Mehlman-Q2-2020.pdf The political consulting firm, Mehlman Castagnetti, put together an interesting presentation on what a post-COVID ...
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EP.55 ESTATE PLANNING & TENNESSEE TRUST LAW with AARON FLINN of the WALLER LAW FIRM

The COVID-19 phenomenon has created worldwide economic upheaval and problems for many business owners. One area ...
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Ep.54 POLITICAL SCIENCE FICTION: WHAT IF THE ELECTION IS DELAYED?

What if the 2020 election was delayed or cancelled? Haven and I take on this scary, ...
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EP.53 USING L.E.D. CONVERSION TO DRIVE REAL ESTATE RETURNS w/ JUDD STENSRUD

In this episode we dive into the world of real estate development and the use of ...
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Ep.52 LEANNA HAAKONS- Sound Money Strategies in the COVID-19 Lockdown Environment

Leanna Haakons is a financial marketing expert, entrepreneur and author of bestseller, Young, Fun & Financially ...
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Ep.51 THE AMERICAN CONSUMER’S NEW PREFERENCES

The country is in the midst of a debate between confinement and distancing in the name ...
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EP.50 DR. MAGGIE VAUGHAN, NYC Psychotherapist on Maintaining Perspective During the COVID-19 Lockdown

We are all trying to make sense of the difficult environment created by the Covid-19 pandemic ...
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EP.49 SCOTT JOHNSTON – Author of CAMPUSLAND

In the latest episode of the Wealth Actually podcast, we get to sit down with Scott ...
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EP.48 CORONAVIRUS: What is “Normal” Going to Look Like?

First off, we're sending best wishes to our listeners. Hopefully, everyone is getting by with the ...
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Ep.47 PARTISANSHIP – “Pre-Corona” thoughts on Hidden Common Ground

Housekeeping: Podcasts drop on Thursday usually in time for your commute- you can subscribe on most ...
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EP.46: DECISION by PR: Some Thoughts on Public Relations as CORPORATE STRATEGY-

Housekeeping: Podcasts should land generally land on Thursdays. You can subscribe to the podcasts on major ...
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Ep.45: FANBOYS . . . Taking on Fanboys, Haters and the Cancel Culture

The Impact of Fanboys, Haters and Cancelling on Social Media and Internet Culture- Haven and I ...
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EP.44: BLOOMBERG / NEVADA / SOUTH CAROLINA – Haven and I Analyze the First Debate and Look at the Democratic Party

  • A quick reminder to subscribe on iTunes, Google Play and Android!
  • Podcasts normally drop on Thursday ...
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EP.43 GLOBALIZATION: Haven and I take on the Emerging Trends in Globalization

Haven and I reached back into the archives (December) as we discuss GLOBALIZATION: (To reiterate we ...
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EP.42 CRYPTO-TAXATION: Prager Metis’ Peter Goodrich on the State of Crypto-Currency Taxation

This week we have a special interview with Peter Goodrich on the tax ramifications of working ...
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SPORTS SPECIALIZATION: The “Pundficator” and “Wealth, Actually” take on the Pressure of Sports Success

Another reminder that the "Wealth, Actually" podcasts come out on Thursday morning before the EST commute ...
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THE FUTURE: “Pundificator” and “Wealth Actually” Discuss Themes Identified by a NYC Venture Capitalist

HOUSEKEEPING: Podcasts are scheduled to post every Thursday morning just before the EST commute . ...
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MEGXIT: “The Pundificator” and “Wealth, Actually” take on the Royal Woes

It didn't take long for Haven and I to reach back across the pond for a ...
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IMPEACHMENT: The “Pundificator” and “Wealth, Actually” take on Impeachment.

Welcome back to the "Wealth, Actually" podcast and Happy New Year! As we start 2020, Haven ...
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BREXIT: The “Pundificator” and “Wealth, Actually” take on Brexit

Haven and Frazer discuss Brexit and its Implications First, some quick housekeeping: "Wealth, Actually" is setting ...
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COLLEGE: Haven Pell (“The Pundificator”) and Frazer Rice (“Wealth, Actually”) take on “College”

In a new regular feature on the "Wealth, Actually" Podcast, Haven Pell and I will take ...
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Leslie and Mark Begert, Co-Founders of Fabulingua

In this edition of "Wealth, Actually", I was able to speak with Leslie and Mark Begert ...
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Jasmine Nahhas di Florio, Effective Philanthropy in the Middle East (Education For Employment – EFE.ORG)

First, this is the first podcast with some formatting changes (including making it easier to subscribe ...
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Tyrone Ross, Cryptocurrency Guru and Wealth Management Industry Voice

Welcome back to the "Wealth, Actually" podcast. (Reminder:  There is no investment advice here!)

John Farr, Movie Guru and President of the Bedford Playhouse

We're back with another "Wealth, Actually" podcast.  This time I got to speak with John Farr, ...
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Advising through Divorce with Storey Jones, Founder and CEO of dtour.life

I recently spoke with kick-butt entrepreneur, Storey Jones.  She is an expert on divorce and family ...
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Personal Finance Author, Jonathan Clements

This is a special "Wealth Actually" podcast.  I spoke with an author and educator that has ...
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The Impact Coalition’s Matt Posner: “Municipal Bonds: The Original Impact Investment?”

"MUNICIPAL BONDS: THE ORIGINAL IMPACT INVESTMENT?" For this first WA episode, I spoke with Matt Posner ...
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Frazer Rice discussing “Wealth, Actually” on Bookstr’s Facebook Live Channel

Thanks to David Grasso, Scott Richmond and the team at Bookstr for having me on their ...
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Frazer Rice, Author of “Wealth, Actually”, on the Josh Jalinski Financial Quarterback show.

Here is something that is a little bit new!  I was interviewed on my new book ...
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Ben Phillips, Chief Investment Officer of Eventshares

With the 2018 midterm elections around the corner, I spoke with Ben Phillips about the impact ...
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Bill Yoh, Family Business Expert and Author of “Our Way”

In Podcast #25, I was able to speak with Bill Yoh, the author of "OUR WAY" ...
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