“Wealth, Actually” Interviews with Experts, Entrepreneurs, and Creatives.
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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. 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.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.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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IMPEACHMENT: The “Pundificator” and “Wealth, Actually” take on Impeachment.
Welcome back to the "Wealth, Actually" podcast and Happy New Year! As we start ...
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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" ...
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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 ...
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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 ...
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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 ...
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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!) ...
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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 ...
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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 ...
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Personal Finance Author, Jonathan Clements
This is a special "Wealth Actually" podcast. I spoke with an author and educator ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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Leslie Danks Burke, Founder and President of Trailblazers PAC
Today we were able to speak with Leslie Danks Burke. She is a public advocate and ...
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Eiland Glover, CEO and Co-Founder of Cryptocurrency Innovator, Kowala
On Podcast #23, we have Eiland Glover, founder of Kowala. He helps us sort through ...
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Wealth Novelist and WSJ Contributor, Norb Vonnegut
Podcast #22 features Norb Vonnegut, wealth management practitioner turned novelist and journalist at the Wall Street ...
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Blockchain and Bitcoin VC Investor, Bart Stephens
Podcast #21 features a fascinating conversation with Bart Stephens on the emergence of Bitcoin and ...
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Founder of Phace Bioactive, Marisa Arredondo
It is impossible to come away from a conversation with Marisa Arredondo and not ...
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Hedge Fund Manager and “Betting On Zero” Producer, John Fichthorn
Podcast #18 gives us a chance to speak with hedge fund manager and documentary ...
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Jonathan Leaf, Playwright and Author of DECONSTRUCTION
I recently met and spoke with New York City playwright, Jonathan Leaf, about the challenges ...
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Nutritionist and Entrepreneur, Ashley Koff RD
I recently spoke with Ashley Koff. A registered dietitian, Ashley is not only ...
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Politics with Robert George, NY Daily News Editorial Writer
It was a treat to talk to my friend, Robert A. George, about the ...
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NYC Psychotherapist and Founder of “A Quiet Room”, Will Meyerhofer
I spoke on my podcast with noted psychotherapist, Will Meyerhofer. He deals with heavy hitters ...
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Eddy Lui, Founder and CEO of 18Birdies
With the excitement of Tiger Woods' return in the Bahamas, it was time to do ...
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Bryan Sells, Election Lawyer and Civil Rights Expert
I was thrilled to speak with election lawyer, Bryan Sells a week or so ...
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Andrew Peek, Intelligence Officer and Foreign Affairs Expert
Podcast #10 was a fun and intense conversation with Foreign Policy and International Relations ...
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Blake Morgan, CEO of ECR Music, Driving Force of #irespectmusic
It was a genuine pleasure to speak with Blake Morgan about the state of ...
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Michael Devlin, Agri-Business Adviser to Urban Seed
I recently spoke with Michael Devlin, adviser to Urban Seed (www.urbanseedvegas.com) We covered a ...
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Film Director, William Wedig
I spoke with director, William Wedig, who is starting to make a dent in the ...
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Scott Johnston, Co-Founder of Wayin and LiquidSky
I recently spoke with Scott Johnston about his transition from banking to entrepreneurism and ...
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Delaware Lawyer and Entrepreneur, John Williams
John Williams, Principal of the Williams Law Group and President of IncNow.com I sat down ...
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Bankruptcy Lawyer, Steve Wilamowsky
In the latest Podcast, I speak with Steve Wilamowsky about the development and current state ...
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Architecture Critic Jayne Merkel & New York City’s Evolving Skyline
Welcome to the first episode of the Frazer Rice Podcast (Trust me . ...
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