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CARL ICAHN REPORTEDLY MOVING TO FLORIDA FOR TAXES The recent news of the announced departure of Carl Icahn and his 75 employees from New York State generated a few calls from interested snowbirds. Usually, calls like these are
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Welcome back to the “Wealth, Actually” podcast. (Reminder:Â There is no investment advice here!) Bitcoin and other cryptocurrencies have come back into the news as they have jumped around in price in the last two
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The term “Gaslight” (from the 40’s movie) describes one person’s gradual manipulation of another’s perception of reality. The result is terminal internal questioning and ultimate madness.Â
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This is a special “Wealth Actually” podcast. I spoke with an author and educator that has had a major impact on financial literacy and wealth management. He is also a terrific guy to boot! Over the course
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“MUNICIPAL BONDS: THE ORIGINAL IMPACT INVESTMENT?” For this first WA episode, I spoke with Matt Posner the Director of the Impact Coalition. We attack a bunch of topics centered around the emergence of the
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With the 2018 midterm elections around the corner, I spoke with Ben Phillips about the impact of policy on the investment world. Ben Phillips serves as the CIO of EventShares, overseeing research and portfolio management for the
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Check out my appearance on Asset.TV with Shannon Rosic. We discuss the state of the debate on ACTIVE v. PASSIVE management and trends in wealth management. On the panel are: Scott Krauthamer, CFA – Global Head of
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On Podcast #23, we have Eiland Glover, founder of Kowala. He helps us sort through the cryptocurrency noise, sets out the problems to be solved, and challenges us to think about cryptocurrencies in the future. Eiland Glover
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Podcast #22 features Norb Vonnegut, wealth management practitioner turned novelist and journalist at the Wall Street Journal. Besides talking finance and the future of wealth management, we talked a lot about his
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Podcast #21 features a fascinating conversation with Bart Stephens on the emergence of Bitcoin and blockchain. Bart is the Co-founder and Managing Partner of BLOCKCHAIN CAPITAL, the first VC firm to raise a venture fund
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It is impossible to come away from a conversation with Marisa Arredondo and not be impressed.  She is the founder of skincare and lifestyle brand PHACE BIOACTIVE. After graduating from Stanford University, Marisa worked as
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Podcast #18 gives us a chance to speak with hedge fund manager and documentary producer, John Fichthorn, about his documentary, “Betting on Zero”. Â John co-founded Dialectic Capital Management, LLC in 2003 and
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I spoke on my podcast with noted psychotherapist, Will Meyerhofer.  He deals with heavy hitters on Wall Street, the NYC legal world and entertainment professionals.  He pulls no punches. While I have written before on
