G360 Wealth Podcast

Latest Episodes
The Business Owner’s Edge: Smarter Retirement Planning with Jason Whitney (Ep. 5)
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
Rethinking Risk and Return: The GCA + Aptus Approach to Smarter Portfolios (Ep. 5)
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
Estate Planning Made Simple: Where to Start and Why It Matters (Ep. 4)
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
Unlocking Private Markets with Phil Huber of Cliffwater (Ep. 3)
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
Generational Investments featuring CIO Steve Kolano (Ep. 2)
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
Democratizing the Family Office Approach: GCA’s Vision for Modern Advice (Ep. 1)
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
G360 Wealth Podcast Coming Soon
Whats the real story behind building and managing significant wealth? Welcome to the G360 Wealth Podcast, hosted by Generation Capital Advisors. Whether you are a first-generation wealth builder str