Interviews with Experts, Entrepreneurs, and Creatives in and around the fiduciary and wealth management space. (Episode Listing Below)
Wealth Actually
Frazer Rice
Covering the issues that affect business, entrepreneurship, wealth, trusteeship and culture.
EP-141 WRITING “THE MYSTERIOUS CASE OF RUDOLF DIESEL” with Author, DOUG BRUNT
"September 29, 1913: the steamship Dresden is halfway between Belgium and England. On board is one ...
EP-140 “WHEN PHILANTHROPY GOES WRONG” – THE ROBERTSON/PRINCETON CASE with Author, DOUG WHITE
Philanthropy is one of the most important tools for families to strengthen their communities, establish their ...
EP-139 “THE HEALTH/WEALTH BALANCE” at 50 with DR. PHIL PEARLMAN
This episode is a little different. I'm going to talk about the importance of balance and ...
EP-138 “VENTURE CAPITAL” AND DISRUPTION with JULIE FREDRICKSON
"Venture Capital" is a small subset of private equity surrounded in mystique and fable. In reality, ...
EP-137 COST SEGREGATION and REAL ESTATE with MITCHELL BALDRIDGE, CPA
Real Estate investing is seen as the holy grail of passive income and wealth independence. One ...
EP-136 “THE IRS AUDITS YOU- WHAT NEXT?” with KELLEY MILLER from REED SMITH
One of America's best (and most quotable) judges, Learned Hand said, "Any one may so arrange ...
EP-134 THE CORPORATE TRANSPARENCY ACT and ESTATE PLANNING with STEPHEN LISS
The Corporate Transparency Act is legislation that is going to touch all high net worth clients ...
EP-133 NEW YORK’S ESTATE TAX CLIFF with GEORGE BISCHOF, ESTATE PLANNING ATTORNEY
State Estate Taxes - State Estate taxes can be a nasty surprise- especially with the disconnect ...
EP-132 “ULTRA HIGH NET WORTH” CRISIS MANAGEMENT with JANE MINTZ MA, LPC
Crisis Management in the Wealth Space Lawyers, Accountants, Wealth Advisers and other advisers – are used ...
EP-131 WEALTH & LAW PODCASTING with ACTEC LAWYER, BRENT NELSON
Why Do You Podcast? And How Does It Help in the Wealth/Law Space?
- Why do ...
EP-130 MID-CAREER PIVOTS with FRAZER RICE
In this episode, I recount my experience in taking the plunge and jumping from a stable, ...
EP-129 THE FAMILY OFFICE Q&A with DENTONS’ EDWARD MARSHALL
The FAMILY OFFICE – a term that is surrounded by mystique. It conjures notions of massive ...
EP-128 ESTATE PLANNING IN A RISING INTEREST RATE ENVIRONMENT with ACTEC LAWYER MATTHEW HOCHSTETLER
We are now into 2023 and it's turning into is a unique wealth planning environment Families ...
EP-127 THE WEALTH TAX LANDSCAPE with JARED WALCZAK
Casual investors understand that states approach taxation of its citizens differently and can have different approaches ...
EP-126 HEALTH CARE and WEALTH MANAGEMENT with JOHN SAMUELS
We are all familiar with the labyrinth of the healthcare system: The paperwork, the confusion and ...
EP-125 GENERATION SKIPPING TAX (GST) with FIDUCIARY TAX EXPERT, MICHAEL GROSSMAN
With the end of the year approaching, the focus of HNW and Family Office Space has ...
EP-124 THE DATING APP LEGAL LANDSCAPE with LAW PROFESSOR, IRINA MANTA
Dating apps combine many controversial concepts: technology, sex, societal change, economic intrigue . . . and ...
EP-123 LIV GOLF vs PGA TOUR with JOE OGILVIE
If you are a casual sports fan, the emergence of the Saudi-backed LIV Golf Tour and ...
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 ...
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 ...
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, ...
However, ...
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 ...
EP-117 RETHINKING CLIENT LONGEVITY in WEALTH MANAGEMENT with CHRIS HEYE, PhD
Today, I have a challenging discussion with Dr. CHRIS HEYE, PhD, founder of WHEALTHCARE SOLUTIONS. We ...
EP-116 WEALTH CYBERSECURITY with TOMMY RAGSDALE
For advisers dealing with wealth management clients, cybersecurity is a necessary conversation. The wealthy are clamoring ...
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, ...
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 ...
EP-112 “JUST KEEP BUYING” with NICK MAGGIULLI
Generationally low interest rates, inflation, unthinkable geopolitical risks, the speed of information and the prevalence of ...
EP.111 EMERGING MARKET INVESTING with PERTH TOLLE
PERTH TOLLE: An Emerging Market Portfolio Manager with a unique methodology- INTRODUCTION Perth Tolle is the ...
EP-110 CONSERVATION EASEMENTS with MICHAEL ENGELHART
Conservation Easements with MICHAEL ENGELHART With Joe Biden's recent initiative to conserve nearly a third of ...
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 ...
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, ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
EP.100 SHAPING WEALTH with BRIAN PORTNOY
Welcome Back to the Wealth Actually Podcast- This episode marks a big milestone. We have hit ...
EP.99 MAXIMIZING PHILANTHROPY with ARTIFICIAL INTELLIGENCE with COLIN STEWART
Welcome back to the 99th episode of the "Wealth Actually" Podcast . . . (We’re recording ...
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, ...
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 ...
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 ...
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 ...
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 ...
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 ...
EP.92 ESTATE PLANNING INDUSTRY TRENDS and CONTENT CREATION with GRIFFIN BRIDGERS
GRIFFIN BRIDGERS wears two hats – estate planning attorney, and content creator. He is a partner ...
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 ...
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 ...
EP.89 CONCENTRATED POSITIONS with STEPHEN DAVENPORT
For many wealthy families, concentrated liquid investment positions present special types of issues. More often than ...
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 ...
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 ...
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 ...
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 ...
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 ...
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: ...
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 ...
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, ...
EP.80 DIRECT INDEXING with LISA GOLDBERG, PhD
I think direct indexing is going to be a major innovation in the world of wealth ...
Ep.79 (BONUS) HORROR AUTHOR, JIM HARBERSON
This podcast is off the beaten path from the usual wealth topics, but it's no less ...
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 ...
EP.76 CITIZENSHIP DIVERSIFICATION with DAVID LESPERANCE
I see the concept of locating wealth and assets at the state level all the time ...
EP.75 INDIVIDUAL TRUSTEESHIP with MARGUERITE LORENZ
The 75th "Wealth Actually" Podcast . . . Wow . . . it seems like I ...
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 ...
EP.72 CYBERSECURITY for 2021 with CHRIS OTT
Here is the first video foray for the "Wealth Actually" podcast (a bit by accident! We ...
EP.71 COURT TENNIS with HAVEN PELL
After a slew of podcasts about structuring, estate planning, investment themes and politics, I thought it ...
Ep.70 ESG INVESTING with JOHN ROSENBERG
For a few years, the wealth advisory and asset management worlds have been captivated by three ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
Ep.61 HEALTH DIRECTIVES with TIFFANY MCKENZIE
In the age of COVID-19, there has been a renewed focus on Health Care Directives. The ...
Ep.60 FIDUCIARY LIABILITY with JUDY PEARSON
Judy Pearson is the Founder and CEO of Nomadx. Nomadx helps fiduciaries, officers, directors, trust companies ...
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 ...
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 ...
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, ...
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 ...
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 ...
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, ...
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 ...
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 ...
Ep.51 THE AMERICAN CONSUMER’S NEW PREFERENCES
The country is in the midst of a debate between confinement and distancing in the name ...
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 ...
EP.49 SCOTT JOHNSTON – Author of CAMPUSLAND
In the latest episode of the Wealth Actually podcast, we get to sit down with Scott ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
