Wealth Actually

Wealth Actually


Latest Episodes

EP-119 (BONUS) GOLF LEGEND, JAY SIGEL on MENTORSHIP, DETERMINATION and GIVING BACK
July 18, 2022

Golf legend, JAY SIGEL joins us on this episode of "Wealth Actually." In United States Amateur Golf, there are three names: Bobby Jones, Tiger Woods and Jay Sigel. Jay is one of the most accompli

EP-118 (BONUS) COVID and THE FUTURE OF PLAGUE RESPONSE with PROF. POLLY PRICE
May 27, 2022

Two years after its onset, the world's response to the COVID-19 Pandemic will be generational event studied for years. It is a reminder that tail risk events happen more frequently than we think. Pa

EP-117 RETHINKING CLIENT LONGEVITY in WEALTH MANAGEMENT with CHRIS HEYE, PhD
May 12, 2022

Today, I have a challenging discussion with Dr. CHRIS HEYE, PhD, founder of WHEALTHCARE SOLUTIONS. We talk about the issues of older age on decision-making and how that affects an individual’s retire

EP-116 WEALTH CYBERSECURITY with TOMMY RAGSDALE
May 05, 2022

For advisers dealing with wealth management clients, cybersecurity is a necessary conversation. The wealthy are clamoring for digital protection. Advice on the defense against social media attacks,

EP-115 DISRUPTION IN WEALTH MANAGEMENT with MATTHIAS KUHLMEY
April 26, 2022

The Wealth Management Industry is in the midst of massive demographic change. Business models are evolving, old entrants are retiring or merging, technology is leveling the playing field. As a result

EP-114 LOS ANGELES REAL ESTATE with SHELTON WILDER
April 21, 2022

SHELTON WILDER will be the first to tell you that the Los Angeles Residential Real Estate Market is no joke.  Building a successful practice in the space is hyper-competitive. The glitz and glamour po

EP-113 MARY CHILDS on BILL GROSS, THE BOND KING
April 18, 2022

Few investors become so well known that they earn a nickname. BILL GROSS was known as the "Bond King.". A natural polymath, Bill ascended to the throne with his novel total-return approach to ma

EP-112 “JUST KEEP BUYING” with NICK MAGGIULLI
April 02, 2022

Generationally low interest rates, inflation, unthinkable geopolitical risks, the speed of information and the prevalence of noise challenge our long-held conventional wisdoms. Many investors are at a

EP.111 EMERGING MARKET INVESTING with PERTH TOLLE
March 24, 2022

PERTH TOLLE: An Emerging Market Portfolio Manager with a unique methodology INTRODUCTION Perth Tolle is the founder of the Life and Liberty Indexes and portfolio manager for the emerging market ET

EP-110 CONSERVATION EASEMENTS with MICHAEL ENGELHART
March 17, 2022

Conservation Easements with MICHAEL ENGELHART With Joe Biden's recent initiative to conserve nearly a third of US land by 2030, conservations easements have come back into the headlines. Accordi