GIỚI THIỆU VỀ PODCAST NÀY 🔗
The dsmWealth Podcast is the place to help you explore and redefine your relationship with wealth. Hosted by former BPC CEO Suzanna de Baca, she leverages her 20-year career guiding leading financial and investment firms from Wall Street to Main Street to lead conversations to help high-net-worth individuals, rising executives and purpose-driven leaders build a life where prosperity and purpose go hand in hand. Each episode delivers story-driven conversations with financial leaders, entrepreneurs and philanthropists who share practical insights for growing wealth, finding meaning and creating a lasting legacy. Tune in to discover how to make your money matter.
Người dẫn:
Tần suất cập nhật:
monthly
Độ dài âm thanh trung bình:
34 minutes
Phỏng vấn khách mời
Có nhà tài trợ
podcast video
Tiếng Anh
Hoa Kỳ
11 tập
kể từ Ngày 04 tháng 12 năm 2025
episodic
TẬP MỚI NHẤT 🔗
On this month’s DSM Wealth Podcast, host Suzanna de Baca explores the question: What is the point of building wealth if you do not have a plan to protect it? In “Safeguarding Your Wealth: Managing Risk So Your Money Lasts,” Suzanna is joined by Annie Brandt, senior vice president and market executi…
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TẬP TRƯỚC 🔗
On the latest episode of the DSM Wealth Podcast, host Suzanna de Baca welcomes Kent Kramer, chief investment officer at Foster Group, and Nicole Gunderson, partner at ManchesterStory, for a thoughtful discussion on "Beyond Stocks and Bonds: Exploring the World of Alternative Investments." The conve…
The latest episode of the DSM Wealth Podcast, hosted by Suzanna de Baca, explores how philanthropy can become more than charitable giving and instead serve as a meaningful strategy for family values, financial planning and long-term legacy. In “The Gift That Grows: Turning Generosity Into a Strateg…
In this episode of the dsm Wealth Podcast, Suzanna de Baca explores why land remains one of the most enduring forms of wealth creation across generations. Joined by estate planning attorney with Dentons Davis Brown, Breanna Young, and Hertz Farm Management CEO Chad Hertz, the conversation examines …
On the June DSM Wealth podcast, host Suzanna de Baca explores how investors can navigate today’s uncertain markets in the episode “Where Should I Be Investing Now: Asset Allocation for the Modern Age.” The episode features Ed McGill, co-founder of McGill Junge Wealth Management and Dr. Tyler K. Jen…
On the dsm Wealth Podcast, host Suzanna de Baca explores the powerful shift happening as women earn more, inherit more and increasingly influence how wealth is managed and passed on in the episode “Her Wealth, Her Way: Women Transforming Money and Legacy.”
Suzanna is joined by Jana Weiler, estate…
In this month’s episode of the dsm Wealth Podcast, “Giving While Living: Making an Impact With Your Money Today,” we explore philanthropy through a more immediate and personal lens. We’ll explore how to think of estate planning and giving not as something reserved for the future but as a powerful t…
In this month’s episode of the DSM Wealth Podcast, we ask a powerful question: What if your investments could do more than just perform and also reflect what matters most to you? In “Aligning Your Investing With Your Values,” we explore how values-based investing has evolved over the years, and how…
On this month’s episode of the DSM Wealth Podcast, we explore one of the most important and often delicate elements of personal finance and wealth — how families communicate about money. “Money Talks: Healthy Conversations for Today’s Families,” highlights how open, intentional conversations can al…
In this inaugural episode of the DSM Wealth Podcast, host Suzanna de Baca, a leadership and financial expert, invites listeners to rethink what retirement can be to unlock a more intentional and meaningful next chapter in life. She speaks with nationally recognized private wealth adviser Deniz Fran…
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