The “Wealth Actually” Podcast

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

EP.100 SHAPING WEALTH with BRIAN PORTNOY

Welcome Back to the Wealth Actually Podcast- This episode marks a big milestone. We ...
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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 . . ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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EP.94 QUAN HUYNH: A LIFE SENTENCE FOR MURDER, NOW AN AUTHOR AND ENTREPRENEUR

Quan is the author of his memoir â€œSPARROW AND THE RAZOR WIREâ€ His is ...
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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 ...
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EP.92 ESTATE PLANNING INDUSTRY TRENDS and CONTENT CREATION with GRIFFIN BRIDGERS

GRIFFIN BRIDGERS wears two hats â€“ estate planning attorney, and content creator. He is ...
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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 ...
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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 ...
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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 ...
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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.Â Gates, Bezos, ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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, ...
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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 ...
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EP.75 INDIVIDUAL TRUSTEESHIP with MARGUERITE LORENZ

The 75th "Wealth Actually" Podcast . . . Wow . . . it seems ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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, ...
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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 ...
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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, ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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BEST/WORST of 2019 and Nostradamus-like PREDICTIONS for 2020: Haven (“Pundificator”) and Frazer (“Wealth, Actually”) take on 2019/2020.

Haven (https://pundificator.com/) and I (frazerrice.com) took on 2019/2020- here is a quick summary Spring ...
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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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