FrazerRice.Com

MENU
  • Home
  • Biography
  • The Book: “Wealth, Actually”
  • The Podcast: “Wealth, Actually”
  • The Blog: “Wealth, Actually”
  • Recent Press & Events
    • In The Media
    • Press Releases
    • [PDF Only Articles]
    • Events
    • Off the Record Forum
  • Contact
  • April 13, 2021 • Views: 445

    EP.82 NAVIGATING CRUCIAL WEALTH CONVERSATIONS with BRITTAIN PRIGGE

    In this podcast, I spend some time speaking with wealth management industry expert, Brittain Prigge, about the role of communication and

    Read More

  • April 9, 2021 • Views: 136

    Martin Shenkman’s Podcast: We Discuss the Increased Popularity of Tennessee...

    I was recently on Martin Shenkman’s Estate Planning Podcast to talk about the advantages of using Tennessee as a situs for Tax,

    Read More

  • April 9, 2021 • Views: 477

    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, the specter of interest rate

    Read More

  • March 31, 2021 • Views: 218

    Cryptocurrency and Estate Planning on Tyrone Ross’ Coindesk “On Purpose” Podcast

    In this episode, Tyrone Ross, CEO of ONRAMP INVEST, and I lay out the three major functions financial planners need to worry about when

    Read More

  • March 28, 2021 • Views: 660

    EP.80 DIRECT INDEXING with LISA GOLDBERG, PhD

    I think direct indexing is going to be a major innovation in the world of wealth and asset management. It will help the RIA and wealth

    Read More

  • March 22, 2021 • Views: 519

    Ep.79 (BONUS) HORROR AUTHOR, JIM HARBERSON

    This podcast is off the beaten path from the usual wealth topics, but it’s no less a story of perseverance and vision. It’s a

    Read More

  • March 16, 2021 • Views: 260

    My Interview on Rick Ferri’s Boglehead Podcast

    In this episode, we talk about the importance of estate planning, jurisdictional arbitrage and some war stories in the wealth management

    Read More

  • March 15, 2021 • Views: 410

    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 in family business dynamics,

    Read More

  • March 3, 2021 • Views: 605

    EP.77 CAPITAL ALLOCATORS with TED SEIDES

    I’m thrilled to have Ted Seides on the show to discuss his new BOOK, his wildly successful PODCAST, his FIRM’S media and

    Read More

  • February 9, 2021 • Views: 909

    EP.76 CITIZENSHIP DIVERSIFICATION with DAVID LESPERANCE

    I see the concept of locating wealth and assets at the state level all the time for a variety of reasons . . . There has been only

    Read More

  • February 5, 2021 • Views: 572

    BLOG: BEHAVIORAL FINANCE in a Nutshell (with Darren Rovell)

    Need to know more about how behavioral finance concepts work in practice? Watch the below video . . . . I was on an interesting twitter

    Read More

  • January 27, 2021 • Views: 705

    EP.75 INDIVIDUAL TRUSTEESHIP with MARGUERITE LORENZ

    The 75th “Wealth Actually” Podcast . . . Wow . . . it seems like I just started this project a few months ago. It has been 4

    Read More

  • January 22, 2021 • Views: 579

    A Video Interview on “Wealth, Actually”

    I have been looking though my old files and found this interview I did around the launch of my book back in August of 2018. David Grasso

    Read More

  • January 17, 2021 • Views: 1008

    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 and probably could have solved the worlds problems over

    Read More

  • January 13, 2021 • Views: 887

    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 also pushes my thinking and worldview.

    Read More

  • EP.82 NAVIGATING CRUCIAL WEALTH CONVERSATIONS with BRITTAIN PRIGGE

    In this podcast, I spend some time speaking with wealth management industry expert, Brittain Prigge, about the role of communication and expectations with wealthy families. We both agree that broadening communication within

    April 13, 2021 • Blog, Common Sense Economics, Finance & Economics, Financial Essentials, Podcasts, Psychology • Views: 445

    Read More

  • Martin Shenkman’s Podcast: We Discuss the Increased Popularity of Tennessee Trust Law in Estate Planning

    I was recently on Martin Shenkman’s Estate Planning Podcast to talk about the advantages of using Tennessee as a situs for Tax, Estate and Asset Protection Planning. We were able to spend a few moments on Tennessee’s

    April 9, 2021 • Blog, Finance & Economics, Financial Essentials, In The Media, Politics & Policy, Recent Press & Events, Recent Press & Events, Worth Reading and Watching • Views: 136

    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, the specter of interest rate volatility, market volatility and inflation risk have investors’ full attention.

    April 9, 2021 • Blog, Entrepreneurs, Finance & Economics, Financial Essentials, Podcasts • Views: 477

    Read More

  • Cryptocurrency and Estate Planning on Tyrone Ross’ Coindesk “On Purpose” Podcast

    In this episode, Tyrone Ross, CEO of ONRAMP INVEST, and I lay out the three major functions financial planners need to worry about when conducting crypto and bitcoin estate planning: 1. Recordkeeping and the administration of the

    March 31, 2021 • Blog, Common Sense Economics, Entrepreneurs, Finance & Economics, Financial Essentials, In The Media, Politics & Policy, Psychology, Recent Press & Events, Recent Press & Events, Worth Reading and Watching • Views: 218

    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 and asset management. It will help the RIA and wealth management world deliver on the promise of financial planning. It will also help rationalize

    March 28, 2021 • Blog, Common Sense Economics, Finance & Economics, Financial Essentials, Podcasts, Psychology, Worth Reading and Watching • Views: 660

    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 a story of perseverance and vision. It’s a thrill to talk to my friends about their successes. In this case, it has been a long time

    March 22, 2021 • Blog, Entertainment, Podcasts, Psychology, Worth Reading and Watching • Views: 519

    Read More

  • My Interview on Rick Ferri’s Boglehead Podcast

    In this episode, we talk about the importance of estate planning, jurisdictional arbitrage and some war stories in the wealth management field.

    March 16, 2021 • Blog, Entrepreneurs, In The Media, Recent Press & Events, Recent Press & Events • Views: 260

    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 in family business dynamics, corporate citizenship and executive coaching and she has unique insights into the world of

    March 15, 2021 • Blog, Entrepreneurs, Finance & Economics, Financial Essentials, Podcasts, Psychology, Worth Reading and Watching • Views: 410

    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 successful PODCAST, his FIRM’S media and coaching focus and the world of capital allocation. Ted has a unique perspective in the asset

    March 3, 2021 • Blog, Entrepreneurs, Finance & Economics, Podcasts, Worth Reading and Watching • Views: 605

    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 for a variety of reasons . . . There has been only occasional talk of U.S. citizens exploring other citizenships. At the federal level, US

    February 9, 2021 • Blog, Common Sense Economics, Common Sense Policy, Finance & Economics, Financial Essentials, Podcasts, Worth Reading and Watching • Views: 909

    Read More

  • BLOG: BEHAVIORAL FINANCE in a Nutshell (with Darren Rovell)

    Need to know more about how behavioral finance concepts work in practice? Watch the below video . . . . I was on an interesting twitter discussion about the best behavioral finance books out there. The usual suspects came up:

    February 5, 2021 • Blog, Dangerously Uninformed Commentary, Entertainment, Entrepreneurs, Finance & Economics, Financial Essentials, Guest Opinions, Psychology, Stunning Video, Worth Reading and Watching • Views: 572

    Read More

  • EP.75 INDIVIDUAL TRUSTEESHIP with MARGUERITE LORENZ

    The 75th “Wealth Actually” Podcast . . . Wow . . . it seems like I just started this project a few months ago. It has been 4 and a half years since the first one . . . it’s alarming how fast time flies.

    January 27, 2021 • Blog, Entrepreneurs, Financial Essentials, Podcasts, Psychology, Worth Reading and Watching • Views: 705

    Read More

  • A Video Interview on “Wealth, Actually”

    I have been looking though my old files and found this interview I did around the launch of my book back in August of 2018. David Grasso had me on a Facebook live forum which was great fun (and David couldn’t have been a

    January 22, 2021 • Blog, Common Sense Economics, Finance & Economics, In The Media, Psychology, Recent Press & Events, Recent Press & Events, Worth Reading and Watching • Views: 579

    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 and probably could have solved the worlds problems over drinks if we had the time. Alas, we only get a taste of Euan’s informed worldview and his

    January 17, 2021 • Blog, Common Sense Economics, Entrepreneurs, Finance & Economics, Financial Essentials, Foreign Affairs (of the non-romantic variety . . .), Podcasts, Worth Reading and Watching • Views: 1008

    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 also pushes my thinking and worldview. DAVID C WELLS JR, CEO of Family Capital Strategy, fits that bill on the topic of advising

    January 13, 2021 • Blog, Finance & Economics, Guest Opinions, Podcasts, Psychology, Worth Reading and Watching • Views: 887

    Read More

1 2 … 32 Next »
Wealth, Actually

Subscribe to Podcast

Apple PodcastsGoogle PodcastsSpotifyAndroidby EmailRSS

RECENT POSTS

  • EP.82 NAVIGATING CRUCIAL WEALTH CONVERSATIONS with BRITTAIN PRIGGE
  • Martin Shenkman’s Podcast: We Discuss the Increased Popularity of Tennessee Trust Law in Estate Planning
  • EP.81 INTEREST RATE VOLATILITY and INFLATION RISK with IVOL’S NANCY DAVIS
  • Cryptocurrency and Estate Planning on Tyrone Ross’ Coindesk “On Purpose” Podcast
  • EP.80 DIRECT INDEXING with LISA GOLDBERG, PhD

SEARCH THE BLOG!

Persifor - Shop Now

COPYRIGHT 2013, FRAZER RICE - OPINIONS EXPRESSED HEREIN ARE SOLELY THOSE OF FRAZER RICE, AUTHORIZED GUEST-BLOGGERS OR COMMENT-POSTERS. NO CONTENT ON THIS SITE SHALL BE CONSTRUED AS EITHER INVESTMENT OR LEGAL ADVICE.