Wealth Actually

Wealth Actually


Latest Episodes

HOW TO RETIRE
November 15, 2024

"How to Retire" (by Christine Benz) deals with a concept full of fear, emotion, math and uncertainty: retirement. Even the wealthiest, who have a margin of safety, run into issues of purpose, time

SPORTS PODCASTS
October 24, 2024

Sports media is decentralizing. However, "Sports Podcasts" are exploding in audience growth. Stephen A. Smith, Pat McAffe and Barstool Sports are household names. Legacy names, like ESPN, are figuring

RIA MARKETING
October 12, 2024

The pace, scale and sophistication of RIA marketing has accelerated into hyperspace in the last 10 years. There are new business models in wealth management and, thus, new voices and sources of tru

ALL THE PRESIDENTS’ MONEY
October 03, 2024

How have our Presidents' money stories affected their lives and trajectories before, during, and after their terms? Have the Presidents' finances affected policy? What stories do they teach the rest o

LOPER BRIGHT CASE
September 12, 2024

With the Supreme Court's recent ruling in the Loper Bright Case, courts no longer have to defer to agency interpretations of ambiguous laws.This is a massive change in the way administrative law is p

AI and HUMAN RESOURCES
August 19, 2024

Artificial intelligence is a charged term- one that has been around, but has taken on new meaning in the last couple of years. As the first crossovers of AI and HUMAN RESOURCES emerge, many issues are

EMPOWERED ENTITLEMENT
August 09, 2024

"Empowered Entitlement" with Christian Broyhill

FAMILY OFFICE RECRUITING
July 31, 2024

"Family Office" recruiting is one of the most difficult subsets of wealth management. Loaded with mystery and allure, many wealthy families want to "have" a family office. It's a different story w

PROPUBLICA
June 27, 2024

PROPUBLICA has taken on the role abdicated by most mainstream news organizations. Its long form journalism, while controversial, takes on many special interests that escape public scrutiny. While

TECHNOLOGY AND ESTATE PLANNING
June 04, 2024

The intersection of Technology and Estate Planning is now a dominant talking point in the wealth management space. The pressure for advisors to deliver more client value is intense. As the wealth