Managing a concentrated stock position or preparing for a significant tax year can create complex planning decisions. This episode outlines a practical framework for using direct indexing to support diversification, reduce concentrated exposure, and prepa

When the market is shifting faster than most people can keep up, the real risk isnt volatility; it is holding on to outdated assumptions.Rex Berger sits down with David Wagner from Aptus Capital Advisors to break down what investors should actually pay

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 this episode of the G360 Wealth Podcast, hosts Rex Berger

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 of CAZ Investments. They discuss health as a foundation

Giving Smarter: Real Strategies for Tax-Efficient PhilanthropyIf youre donating cash to charity, you might be missing out on major tax benefits.In this episode of the G360 Wealth Podcast, Sam Diarbakerly sits down with Kyle Casserino of Fidelity Charit

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, President of Whitney Pension Associates, about what real

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 the often-overlooked truth: the greatest gift you can giv

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 and credit can become practical investments for more th

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 happening under the surface in private credit and equity mar