Talking Wealth

How to Help Your Clients Live a Rich Life

On this episode of Talking Wealth, Ben Carlson is joined by Nick Maggiulli of Of Dollars and Data to discuss the growing popularity of tax-aware long/short strategies and

You Don't Own Your Growth

On this episode of Talking Wealth, Michael Batnick is joined by David Armstrong from WealthManagement.com to discuss two stories that reveal the risks of building your bu

Where Options Fit in the Modern Advisor’s Toolkit

On this episode of Talking Wealth, Ben Carlson is joined by Will Bergen from Canvas to discuss the Canvas Managed Options program to break down how advisors can use manag

27 Million Clients Walk Into an RIA

On this episode of Talking Wealth, Michael Batnick sits down with Robb Baldwin, CEO of TradePMR, to discuss the evolution of the RIA custody business and what comes next

Your Client Is Rich in Real Estate. Now What?

On this episode of Talking Wealth, Joseph Moore, author of How to Get Rich in American History, joins Ben Carlson to discuss 300 years of financial advice. What works, wh

How Much AUM do you need to start an RIA?

How much money do you actually need to start an RIA? On this episode of Talking Wealth, Michael Batnick asked Tobias Salinger, Chief Correspondent at Financial Planning,

Is the 60/40 Portfolio Too Conservative? | Ben with Benefits

Is the traditional 60/40 portfolio too conservative for retirement? On this episode of Ben with Benefits, Ben Carlson sits down with Bob Pozen, Senior Lecturer at MIT Slo

The ETF Industry Has Lost Its Mind

ETFs have completely transformed how we invest for our clients. Cheaper, more tax-efficient, more transparent — it's been one of the great wins for investors over the las

How to Become a Better Financial Advisor

On this episode of Talking Wealth, Ben Carlson sits down with Brian Portnoy, founder and CEO of Shaping Wealth and author of The Geometry of Wealth, to discuss the psycho

How to Advise the Wealthiest Families in America with Onur Erzan

On this episode of Talking Wealth, Josh Brown sits down with Onur Erzan, President of AllianceBernstein, to discuss what it really takes to serve America's ultra-high-net

Jon Stein Built Betterment. Here's What He's Building Now

Jon Stein founded Betterment — one of the first companies to deliver real financial advice to the mass affluent at scale. Now he's back with a new company, Warmer, a plat

How to Give Clients More Peace of Mind in Retirement

On this episode of Talking Wealth, Ben Carlson is joined by David Lau, founder and CEO of DPL Financial Partners. They discuss the evolving role of insurance and annuitie

"The Tech Stack Is Dead" — Jason Wenk on Rebuilding Advisor Infrastructure

There's never been a more disruptive moment in wealth management — and few people are shaping it more directly than my guest this week. Jason Wenk is the founder and CEO

It’s Good to Be a CFP, Robinhood’s “Concierge” Is Now Hiring Advisors, SpaceX Employee Wealth

On this episode of Talking Wealth, Josh Brown and Sarah Solomon discuss why financial planners are reporting record-high compensation and job satisfaction, Robinhood's ag

SpaceX is The Hottest IPO Ever - Here’s Everything Advisors Need To Know

SpaceX just filed to go public, and this isn't just another IPO — it's shaping up to be the biggest one in history. The company is targeting a valuation around $1.75 tril

Jeremy Schwartz on Rethinking the 60/40 Portfolio

On this episode of Talking Wealth, we’re going to talk about one of the biggest challenges advisors face in portfolio construction: How do you improve diversification and

The Tax-Loss Machine: How Long-Short Took Over Wealth Management

On this episode of Talking Wealth, Michael Batnick is joined by Brent Sullivan to discuss the rise of tax-aware long-short investing and how it’s changing wealth manageme

Crushing Skulls in the Asset Management Biz with Manish Khatta (Potomac)

On this episode of Talking Wealth, Downtown Josh Brown is joined by Manish Khatta, CEO of Potomac Fund Management, to discuss what it really takes to build a modern asset

Are Financial Advisors Dead? Michael Kitces Weighs In

On this episode of talking Wealth, Michael Kitces joins Michael Batnick to separate what's real from what's hype in AI's impact on wealth management. Is technical experti

How to Improve Client Portfolios

On this episode of Talking Wealth, Ben Carlson is joined by Joe Mallen, CEO of Modelist, to discuss how financial advisors can scale their investment process while mainta