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Latest Episodes
Episode 220 – Model Portfolios for Modern Investing with Kunal Shah
Kunal Shah is the Managing Director and Head of Private Asset Research and Model Portfolios at the Global FinTech firm iCapital. In this podcast, Doug and Kunal explore the rising interest in altern
Episode 219 – The Impact of Digital Innovation and the Future of Fintech with Mohan Gurupackiam
Mohan Gurupackiam is the Chief Information Officer at Steward Partners Global Advisory: an employee-owned, full-service partnership that caters to family, institutional, and multigenerational investor
Episode 218 – Identifying Advisor Pain Points with Adam Holt
Adam Holt is the CEO and Founder of Asset Map, a platform providing interactive financial overviews for informed and empowered decision-making. Asset Map surveyed 175 advisors on challenges like acce
Episode 217 – Why Annuities Matter More Than Ever with Tim Seifert
Tim Seifert is the Senior Vice President and Head of Retirement Solutions Distribution at Lincoln Financial Group: a firm that has been helping millions of people plan, protect, and retire for over a
Episode 216 – Reaping the Benefits of an Independent Partner with Chris Reaney
Chris Reaney is the Managing Director of High Water Wealth Group at Steward Partners. Steward Partners is an employee-owned, full-service partnership that caters to family, institutional, and multi-ge
Episode 215 – What Does Freedom Mean to You? with Scott Danner
Scott Danner is the Chief Executive Officer of Freedom Street at Steward Partners. Steward Partners is an employee-owned, full-service partnership that caters to family, institutional, and multi-gener
Episode 214 – Building the Firm of Today and the Future with Jim Gold
Jim Gold is the CEO and Co-Founder of Steward Partners Global Advisory. Steward Partners is an employee-owned, full-service partnership that caters to family, institutional, and multi-generational inv
Episode 213 – Here’s a Solution for Your Organic Growth Problem with Steve Gresham
Steve Gresham is the Managing Principal of NextChapter: an industry community and a tech-enabled solutions company focused on creating better retirement outcomes for everyone. In this episode, weve
Episode 212 – Data-Driven Decisions: Key Insights from Hamilton Lane’s Market Overview with Jackie Rantanen
Hamilton Lane is a firm with a mission to offer superior financial well-being through tailored private market solutions, driven by over 30 years of client focus and innovation. Jackie Rantanen sits a
Episode 211 – Empowering Change and Investing in Others with Jeff Vivacqua
Explore the dynamic intersection of financial services and philanthropy with Jeff Vivacqua, the new chairman of the Invest in Others Charitable Foundation, as he shares insights on empowering communit