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Latest Episodes
Episode 199 – The Holy Grail of Investing: Exclusive Previews from the Upcoming Book with Christopher Zook
Christopher Zook is the Founder, Chairman, and Chief Investment Officer of CAZ Investments, a curator of unique investing opportunities with $6B in current assets under management. Christopher brings
Episode 198 – Tackling Property Obsolescence: True Life Capital’s Winning Formula for Residential Growth with Brendan McLaughlin
Brendan McLaughlin is the Senior Vice President & National Sales Manager of True Life Capital, a Denver-based company on a mission to solve the supply/demand imbalance in the housing market for the ne
Episode 197 – Investing in Turbulent Times: A 2023 Recap and 2024 Outlook with Matt Berger
Matt Berger is the Vice President of Client Investment Strategies at Lincoln Financial Group, a firm that has been helping millions of people plan, protect, and retire for over a century. In this pod
Episode 196 – The Scalable Future of Annuity Management with Rich Romano
Rich Romano is the CEO and Co-Founder of FIDx, a technology-empowered network that seamlessly integrates the brokerage, insurance, and advisory ecosystems to offer best-in-class annuities and insuranc
Episode 194 – Democratizing Access to Alternatives & Portfolio Management with Alan Strauss
Alan Strauss is the Senior Partner and Director of Investor Relations at Crystal Capital Partners: a premier independent platform connecting financial advisors to the trillion-dollar alternative inves
Episode 193 – The Costly Consequences of Blank Beneficiary Forms with Chris Price
Chris Price is the Assistant Vice President of Advanced Sales at Lincoln Financial Group, a firm that has been helping millions of people plan, protect, and retire for over a century. In this episode,
Episode 192 – The Cornerstone of Communication and Holistic Planning with Mike Harris & Todd Zeidenberg
Mike Harris, Senior Advisor Consultant with the Alliance for Lifetime Income, hosts an episode in conversation with Todd Zeidenberg, a Senior Financial Advisor affiliated with Allied Wealth Partners a
Episode 190 – Transforming Lives Through Accessible Genetic Testing with Dahlia Attia-King
Join us as Panacea Founder and CEO, Dahlia Attia-King, explores the transformative potential of clinical genetic testing, and how Panacea is breaking down barriers and revolutionizing healthcare acces
Episode 189 – Financial Literacy Amongst an Information Overload with Grace Salvino
In this episode, we are joined by Grace Salvino, a Wealth Manager at the multi-generational independent RIA firm, Performance Wealth. Grace brings her insights into the misinformation the next generat
Episode 188 – The Changing Face of Cybersecurity Threats with Kurt Long
Kurt Long is the Chair and Co-Founder of BUNKR, an app empowering individuals and their families to organize and secure the most important information in their lives. In this episode, we uncover the h