Investment Strategy & Client Solutions

EP 179

The 4 Forces Behind the Biggest Wealth Shift in 40 Years

With

July 29, 2026 • 56 mins

EP 175

The Protective Investing Strategy Wealthy Clients Want

With

July 1, 2026 • 54 mins

EP 135

Comedy, Rockefellers, and Tax Secrets Used by the Ultra-Wealthy

With

Garrett Gunderson

September 24, 2025 •

EP 121

The Rise of Un-Retirement and What It Means for Advisors

With

June 18, 2025 •

EP 113

How Buying a Pro Sports Team Actually Works

With

Andrew Woodward

April 23, 2025 •

EP 087

How Wealth.com Is Transforming Estate Planning

With

Tim White and Sara Baker

October 23, 2024 • 39 mins

EP 050

The Soul of Wealth, Money vs Happiness, & How to Write a Book

With

February 7, 2024 • 1 hr 15 mins

EP 043

Redefining Retirement, The Convenience Economy, & Staying Relevant in a Digital World

With

December 20, 2023 • 1 hr

EP 029

Investing in Sports Cards, Scaling Businesses, and Hiring Top Talent

With

September 13, 2023 • 1 hr 20 mins

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