OM DENNE PODCAST 🔗
Freeing Advisors to Build the Practice of Their Dreams
Opdateringsfrekvens:
weekly
Gennemsnitlig lydlængde:
33 minutes
Gæsteinterviews
Har sponsorer
Engelsk
USA
86 episoder
siden 19. september 2025
episodic
SENESTE EPISODE 🔗
On this episode of Talking Wealth, Ben Carlson is joined by Christine Benz, Director of Personal Finance and Retirement Planning at Morningstar, to discuss one of the biggest fears facing retirees: what if this turns out to be a terrible time to retire?
They explore the risks of retiring after a h…
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SIDSTE EPISODER 🔗
On this episode of Talking Wealth, Josh Brown joins Jason Wenk, founder and CEO of Altruist, live on stage in Brooklyn as they interview each other about how Josh first wrote off Altruist as just another new custodian, why being early to a platform matters as much as being good, how the firm uses A…
On this episode of Talking Wealth, Michael Batnick is joined by Brent Sullivan, author of Tax Alpha Insider, to discuss the growing scrutiny around tax-aware investing strategies. They break down new Treasury and IRS guidance targeting Section 351 ETF conversions, why regulators are taking a closer…
On this episode of Talking Wealth, Josh Brown is joined by Roger Paradiso, Executive Chairman at O’Shaughnessy Asset Management, to discuss: how advisors can use custom client portfolios, how to use different technologies to solve for difficult situations, how the Canvas platform can be a hub where…
On this episode of Talking Wealth, Josh Brown is joined by economist and author Allison Schrager to discuss her new book Worth the Risk and why Americans have become more risk-averse even as the world has become safer and more economically abundant. They break down why the things that feel safest—l…
On this episode of Talking Wealth, Ben Carlson is joined by Nick Maggiulli of Of Dollars and Data to discuss the growing popularity of tax-aware long/short strategies and when they actually make sense for investors. They break down tax-loss harvesting, the costs and risks that come with leverage an…
On this episode of Talking Wealth, Michael Batnick is joined by David Armstrong from WealthManagement.com to discuss two stories that reveal the risks of building your business on platforms you don’t control. They break down the controversy surrounding the Forbes advisor rankings, why major firms a…
On this episode of Talking Wealth, Ben Carlson is joined by Will Bergen from Canvas to discuss the Canvas Managed Options program to break down how advisors can use managed options strategies to address real-world client needs—from generating incremental cash flow and managing downside risk to navi…
On this episode of Talking Wealth, Michael Batnick sits down with Robb Baldwin, CEO of TradePMR, to discuss the evolution of the RIA custody business and what comes next now that TradePMR is part of Robinhood.
Robb shares the story behind founding TradePMR, the types of independent advisors the pl…
On this episode of Talking Wealth, Joseph Moore, author of How to Get Rich in American History, joins Ben Carlson to discuss 300 years of financial advice. What works, what doesn’t, and how our ideas about building wealth have changed over time.
They also discuss real estate as a wealth-building t…
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