When the market is shifting faster than most people can keep up, the real risk isnt volatility; it is holding on to outdated assumptions. Rex Berger sits down with David Wagner from Aptus Capital Ad

Concentrated stock positions can supercharge wealth creation or quietly threaten it. Rex and Sam break down the proven strategies that help you diversify smartly and protect your financial plan. In th

How do discipline, innovation, and access to opportunity shape the future of wealth? In this episode of the G360 Wealth Podcast, Sam Diarbakerly sits down with Christopher Zook, Founder and Chairman o

Giving Smarter: Real Strategies for Tax-Efficient Philanthropy If youre donating cash to charity, you might be missing out on major tax benefits. In this episode of the G360 Wealth Podcast, Sam Diarb

Most business owners think of retirement plans as something their payroll provider sets up, and thats where the missed opportunity begins. In this episode, Sam Diarbakerly talks with Jason Whitney, P

Rex Berger is joined by David Wagner, CFA and Head of Equities at Aptus Capital Advisors. Together, they unpack how the GCA-Aptus partnership helps clients invest with more clarity by focusing on stru

What happens when families avoid the estate planning conversation? In this candid and insight-packed episode, host Sam Diarbakerly sits down with estate planning attorney Crosby Elliott to uncover th

Everyone has a private markets fund, what goes into selecting the best managers?? Phil Huber, Head of Portfolio Solutions at Cliffwater, joins the G360 Wealth Podcast to break down how private equity

Theres a quiet revolution reshaping how investors build wealthand its not about chasing headlines or hype. Why are fewer companies going public, and what does that mean for you? Whats really happe

Whats the real secret to building and managing significant wealth? Dive into the inaugural episode of the G360 Wealth Podcast with Sam Diarbakerly, Founder of Generation Capital Advisors, as we uncov