Wealth Actually

Wealth Actually


Latest Episodes

EP-142 “NO WORRIES” with JARED DILLIAN, Trading and Markets Expert, Author and Renaissance Man
October 17, 2023

JARED DILLIAN is one of the authentic unfiltered voices in finance and trading. He is also a true polymath. His newsletters include The Daily Dirtnap, a daily market newsletter for investment profe

EP-141 WRITING “THE MYSTERIOUS CASE OF RUDOLF DIESEL” with Author, DOUG BRUNT
September 12, 2023

https://open.spotify.com/show/51hVAo0WB8Lp1ECeyCWZhC "September 29, 1913: the steamshipDresdenis halfway between Belgium and England. On board is one of the most famous men in the world, Rudolf

EP-140 “WHEN PHILANTHROPY GOES WRONG” – THE ROBERTSON/PRINCETON CASE with Author, DOUG WHITE
August 30, 2023

Philanthropy is one of the most important tools for families to strengthen their communities, establish their legacy and communicate their values - both inwardly and outwardly. What happens when the

EP-139 “THE HEALTH/WEALTH BALANCE” at 50 with DR. PHIL PEARLMAN
August 24, 2023

This episode is a little different. I'm going to talk about the importance of balance and health. This time I'm the example. I'm hitting the half century mark this year. After 3 years of COVID disre

EP-138 “VENTURE CAPITAL” AND DISRUPTION with JULIE FREDRICKSON
August 13, 2023

"Venture Capital" is a small subset of private equity surrounded in mystique and fable. In reality, the world of start-ups is filled with the highs and lows of hard work, loneliness, crushing disappoi

EP-137 COST SEGREGATION and REAL ESTATE with MITCHELL BALDRIDGE, CPA
August 02, 2023

Real Estate investing is seen as the holy grail of passive income and wealth independence. One of the popular facets of real estate investing is the tax advantage that much of the IRS code provides to

EP-136 “THE IRS AUDITS YOU- WHAT NEXT?” with KELLEY MILLER from REED SMITH
July 14, 2023

One of America's best (and most quotable) judges, Learned Hand said, "Any one may so arrange his affairs that his taxes shall be as low as possible; he is not bound to choose that pattern which will b

EP-135 THE CONFIDENCE MAP and BEHAVIORAL FINANCE with PETER ATWATER
July 04, 2023

"BehavioralFinance" is all the rage. BeFi (as thenot-so-cool kids in the financial world call it) isthe next phase in guiding individuals, teams, boards, companies, and leaders to better decisio

EP-134 THE CORPORATE TRANSPARENCY ACT and ESTATE PLANNING with STEPHEN LISS
June 13, 2023

The Corporate Transparency Act is legislation that is going to touch all high net worth clients in 2024. This is like KYC procedures on steroids and investors need to be aware of it.Attorney, STEPHE

EP-133 NEW YORK’S ESTATE TAX CLIFF with GEORGE BISCHOF, ESTATE PLANNING ATTORNEY
May 30, 2023

State Estate Taxes State Estate taxes can be a nasty surprise- especially with the disconnect between State and Federal Exclusions. Currently, the Federal Exemption stands at $12.92mm per person.