The “Wealth Actually” Podcast

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

Wealth Actually
Wealth Actually
Frazer Rice

Covering the issues that affect business, entrepreneurship, wealth, trusteeship and culture.

 

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 ...
Read More

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 ...
Read More

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 ...
Read More

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 ...
Read More

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 ...
Read More

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 ...
Read More

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 ...
Read More

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 ...
Read More

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, ...
Read More

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 ...
Read More

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 ...
Read More

EP-116 WEALTH CYBERSECURITY with TOMMY RAGSDALE

For advisers dealing with wealth management clients, cybersecurity is a necessary conversation. The wealthy are clamoring ...
Read More

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, ...
Read More

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 ...
Read More

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 ...
Read More

EP-112 “JUST KEEP BUYING” with NICK MAGGIULLI

Generationally low interest rates, inflation, unthinkable geopolitical risks, the speed of information and the prevalence of ...
Read More

EP.111 EMERGING MARKET INVESTING with PERTH TOLLE

PERTH TOLLE: An Emerging Market Portfolio Manager with a unique methodology- INTRODUCTION Perth Tolle is the ...
Read More

EP-110 CONSERVATION EASEMENTS with MICHAEL ENGELHART

Conservation Easements with MICHAEL ENGELHART With Joe Biden's recent initiative to conserve nearly a third of ...
Read More

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 ...
Read More

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, ...
Read More

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 ...
Read More

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 ...
Read More

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 ...
Read More

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 ...
Read More

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 ...
Read More

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 ...
Read More

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 ...
Read More

EP.100 SHAPING WEALTH with BRIAN PORTNOY

Welcome Back to the Wealth Actually Podcast- This episode marks a big milestone. We have hit ...
Read More

EP.99 MAXIMIZING PHILANTHROPY with ARTIFICIAL INTELLIGENCE with COLIN STEWART

Welcome back to the 99th episode of the "Wealth Actually" Podcast . . . (We’re recording ...
Read More

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, ...
Read More

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 ...
Read More

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 ...
Read More

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 ...
Read More

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 ...
Read More

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 ...
Read More

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 ...
Read More

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 ...
Read More

EP.89 CONCENTRATED POSITIONS with STEPHEN DAVENPORT

For many wealthy families, concentrated liquid investment positions present special types of issues. More often than ...
Read More

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 ...
Read More

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 ...
Read More

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 ...
Read More

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 ...
Read More

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 ...
Read More

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: ...
Read More

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 ...
Read More

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, ...
Read More

EP.80 DIRECT INDEXING with LISA GOLDBERG, PhD

I think direct indexing is going to be a major innovation in the world of wealth ...
Read More

Ep.79 (BONUS) HORROR AUTHOR, JIM HARBERSON

This podcast is off the beaten path from the usual wealth topics, but it's no less ...
Read More

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 ...
Read More

EP.77 CAPITAL ALLOCATORS with TED SEIDES

I'm thrilled to have Ted Seides on the show to discuss his new BOOK, his wildly ...
Read More

EP.76 CITIZENSHIP DIVERSIFICATION with DAVID LESPERANCE

I see the concept of locating wealth and assets at the state level all the time ...
Read More

EP.75 INDIVIDUAL TRUSTEESHIP with MARGUERITE LORENZ

The 75th "Wealth Actually" Podcast . . . Wow . . . it seems like I ...
Read More

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 ...
Read More

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 ...
Read More

EP.72 CYBERSECURITY for 2021 with CHRIS OTT

Here is the first video foray for the "Wealth Actually" podcast (a bit by accident! We ...
Read More

EP.71 COURT TENNIS with HAVEN PELL

After a slew of podcasts about structuring, estate planning, investment themes and politics, I thought it ...
Read More

Ep.70 ESG INVESTING with JOHN ROSENBERG

For a few years, the wealth advisory and asset management worlds have been captivated by three ...
Read More

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 ...
Read More

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 ...
Read More

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 ...
Read More

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 ...
Read More

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 ...
Read More

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 ...
Read More

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 ...
Read More

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 ...
Read More

Ep.61 HEALTH DIRECTIVES with TIFFANY MCKENZIE

In the age of COVID-19, there has been a renewed focus on Health Care Directives. The ...
Read More

Ep.60 FIDUCIARY LIABILITY with JUDY PEARSON

Judy Pearson is the Founder and CEO of Nomadx. Nomadx helps fiduciaries, officers, directors, trust companies ...
Read More

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 ...
Read More

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 ...
Read More

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, ...
Read More

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 ...
Read More

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 ...
Read More

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, ...
Read More

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 ...
Read More

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 ...
Read More

Ep.51 THE AMERICAN CONSUMER’S NEW PREFERENCES

The country is in the midst of a debate between confinement and distancing in the name ...
Read More

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 ...
Read More

EP.49 SCOTT JOHNSTON – Author of CAMPUSLAND

In the latest episode of the Wealth Actually podcast, we get to sit down with Scott ...
Read More

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 ...
Read More

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 ...
Read More

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 ...
Read More

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 ...
Read More

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 ...
    Read More

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 ...
Read More

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 ...
Read More

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 ...
Read More

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 . ...
Read More

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 ...
Read More

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 ...
Read More

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 ...
Read More

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 ...
Read More

Leslie and Mark Begert, Co-Founders of Fabulingua

In this edition of "Wealth, Actually", I was able to speak with Leslie and Mark Begert ...
Read More

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 ...
Read More

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, ...
Read More

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 ...
Read More

Comments are closed.