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  • May 27, 2022 • Views: 655

    EP-118 (BONUS) COVID and THE FUTURE OF PLAGUE RESPONSE with PROF....

    Two years after its onset, the world’s response to the COVID-19 Pandemic will be generational event studied for years. It is a

    Read More

  • May 12, 2022 • Views: 769

    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 talk about the issues of older age on

    Read More

  • May 5, 2022 • Views: 635

    EP-116 WEALTH CYBERSECURITY with TOMMY RAGSDALE

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

    Read More

  • April 30, 2022 • Views: 548

    BLOG: HOW GENIUS WORKS (RIP NEAL ADAMS)

    We lost a legend this week with the death of Neal Adams. For those of us who are comic book nerds, his vision is etched in our childhoods

    Read More

  • April 26, 2022 • Views: 1220

    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, old entrants are retiring or

    Read More

  • April 21, 2022 • Views: 459

    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 Market is no joke.  Building a successful

    Read More

  • April 18, 2022 • Views: 576

    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 the “Bond King.”. A natural polymath,

    Read More

  • April 2, 2022 • Views: 1125

    EP-112 “JUST KEEP BUYING” with NICK MAGGIULLI

    Generationally low interest rates, inflation, unthinkable geopolitical risks, the speed of information and the prevalence of noise

    Read More

  • March 30, 2022 • Views: 378

    BLOG: CAN WORDLE BE HACKED?

    As part of a new project with the PRAGMATIC BOOKSHELF, I’m doing some thinking around the intersection of programming, finance, law

    Read More

  • March 24, 2022 • Views: 856

    EP.111 EMERGING MARKET INVESTING with PERTH TOLLE

    PERTH TOLLE: An Emerging Market Portfolio Manager with a unique methodology- INTRODUCTION Perth Tolle is the founder of the Life and

    Read More

  • March 17, 2022 • Views: 716

    EP-110 CONSERVATION EASEMENTS with MICHAEL ENGELHART

    Conservation Easements with MICHAEL ENGELHART With Joe Biden’s recent initiative to conserve nearly a third of US land by 2030,

    Read More

  • March 10, 2022 • Views: 577

    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 long as there have been borders. 

    Read More

  • March 4, 2022 • Views: 1021

    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, “Gaming

    Read More

  • March 1, 2022 • Views: 1118

    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 investment management industries. In

    Read More

  • February 28, 2022 • Views: 708

    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 to HNW clients include the

    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 studied for years. It is a reminder that tail risk events happen more frequently than we think. Pandemics have been a

    May 27, 2022 • Blog, Common Sense Policy, Podcasts, Politics & Policy, Psychology, Reckless Predictions, Worth Reading and Watching • Views: 655

    Read More

  • 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 talk about the issues of older age on decision-making and how that affects an individual’s retirement. We go through data on

    May 12, 2022 • Blog, Common Sense Economics, Common Sense Policy, Entrepreneurs, Finance & Economics, Podcasts, Politics & Policy, Psychology, Worth Reading and Watching • Views: 769

    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 for digital protection. Advice on the defense against social media attacks, the selling of information on

    May 5, 2022 • Blog, Entrepreneurs, Financial Essentials, Podcasts, Psychology • Views: 635

    Read More

  • BLOG: HOW GENIUS WORKS (RIP NEAL ADAMS)

    We lost a legend this week with the death of Neal Adams. For those of us who are comic book nerds, his vision is etched in our childhoods and out artistic sensibilities. In his incredible career, he modernized Batman and his

    April 30, 2022 • Blog, Entertainment, Worth Reading and Watching • Views: 548

    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, old entrants are retiring or merging, technology is leveling the playing field. As a result, clients are demanding more

    April 26, 2022 • Blog, Finance & Economics, Podcasts, Psychology • Views: 1220

    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 Market is no joke.  Building a successful practice in the space is hyper-competitive. The glitz and glamour portrayed on Bravo

    April 21, 2022 • Blog, Entrepreneurs, Financial Essentials, Podcasts, Psychology, Worth Reading and Watching • Views: 459

    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 the “Bond King.”. A natural polymath, Bill ascended to the throne with his novel total-return approach to managing bonds and his

    April 18, 2022 • Blog, Finance & Economics, Financial Essentials, Podcasts, Psychology, Worth Reading and Watching • Views: 576

    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 noise challenge our long-held conventional wisdoms. Many investors are at a loss as to how to save and

    April 2, 2022 • Blog, Finance & Economics, Financial Essentials, Podcasts, Psychology, Worth Reading and Watching • Views: 1125

    Read More

  • BLOG: CAN WORDLE BE HACKED?

    As part of a new project with the PRAGMATIC BOOKSHELF, I’m doing some thinking around the intersection of programming, finance, law and other disciplines. This was a fun piece around the latest word game craze, Wordle.

    March 30, 2022 • Blog, Entrepreneurs, Financial Essentials, Psychology, Science & Technology, Worth Reading and Watching • Views: 378

    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 founder of the Life and Liberty Indexes and portfolio manager for the emerging market ETF with the ticker: FRDM Perth

    March 24, 2022 • Blog, Common Sense Economics, Current Market Data, Entrepreneurs, Financial Essentials, Podcasts • Views: 856

    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 US land by 2030, conservations easements have come back into the headlines. According to the NCED Database, a

    March 17, 2022 • Blog, Common Sense Policy, Podcasts, Politics & Policy • Views: 716

    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 long as there have been borders.  It’s an enormous topic. Jobs, new family situations and geopolitics often send people

    March 10, 2022 • Blog, Finance & Economics, Podcasts, Psychology • Views: 577

    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, “Gaming Wall Street”. Directed by Tobias Deml, the two-part documentary debuts on March

    March 4, 2022 • Blog, Common Sense Policy, Current Market Data, Entrepreneurs, Finance & Economics, Financial Essentials, Podcasts, Psychology, Worth Reading and Watching • Views: 1021

    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 investment management industries. In this episode, we’re going to look at the Potentially massive implications of the recent

    March 1, 2022 • Blog, Finance & Economics, Podcasts, Politics & Policy, Psychology, Worth Reading and Watching • Views: 1118

    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 to HNW clients include the impacts of COVID and climate change to their businesses and assets. Additionally, there are

    February 28, 2022 • Blog, Entrepreneurs, Financial Essentials, Podcasts • Views: 708

    Read More

1 2 … 35 Next »
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RECENT POSTS

  • EP-118 (BONUS) COVID and THE FUTURE OF PLAGUE RESPONSE with PROF. POLLY PRICE
  • EP-117 RETHINKING CLIENT LONGEVITY in WEALTH MANAGEMENT with CHRIS HEYE, PhD
  • EP-116 WEALTH CYBERSECURITY with TOMMY RAGSDALE
  • BLOG: HOW GENIUS WORKS (RIP NEAL ADAMS)
  • EP-115 DISRUPTION IN WEALTH MANAGEMENT with MATTHIAS KUHLMEY

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