Wealth Actually

Streamlining of Alternative Investments

Investors in private markets pay the fees, yet they often get the worst experience. They are demanding the streamlining of alternative investments. In this episode of Wea

PRIVATE PLACEMENT LIFE INSURANCE

Private Placement Life Insurance (PPLI) is a life insurance policy used as a tax-efficient wrapper for long-term investments. It works best for families who have money th

Algorithms, AI, and the Attention Economy

DAVID PAKMAN — political commentator, YouTube host, and author of the new book Pay Attention — joins me to talk about Algorithms, AI, and the Attention Economy. We break

AI, Digital Identity, and Estate Planning

What happens to your voice, image and online accounts after you die? In this episode of Wealth Actually, I welcome back NATALIA PARKER and TATYANA THURSTON of DEXIT to di

250 Years of American Compounding with Meb Faber

Fire the Whole Investment Team: Meb Faber on 250 Years of American Compounding and Why CalPERS Can’t Beat a 60/40 allocation https://youtu.be/9lBYkG4J2sY A dollar inves

Founder Succession Roadblocks

When the Title Changes but the Authority Doesn’t: Family Business Succession with Paul Edelman Most family business succession plans fail not because the legal structure

Choosing a Trustee: Why Naming Your Kid May Be a Mistake — Marguerite Lorenz

Choosing a Trustee: Why Naming Your Kid May Be a Mistake — Marguerite Lorenz Short answer: Naming your child as trustee, executor, or agent under your power of attorney

REDUCING THE NOISE OF AI INVESTING

“Reducing the Noise of AI Investing”: In this Wealth Actually episode, Frazer Rice speaks with KEVIN SHEA, Senior Equity Analyst at BNY Wealth, about AI Investing and how

College Success: Essential Tips from Laurie Dhue

For many, college success seems pre-ordained and the rightful outcome of a thoughtful next generation development plan, But, we all know this isn’t always the case. One o

CITIZEN HEIR

Citizen Heir: How Engaged Citizenship Helps Solve The Three Generation Rule Destroying Most Wealthy Families https://youtu.be/yyt4d271lSU Citizen Heir Successful fami

THE NEW CEO SOCIAL MEDIA PLAYBOOK

The New CEO Social Media Playbook: Communications Strategies in the Digital Age for the Modern CEO. In this episode, TED MERZ from Principals Media discusses the seismic

GETTING THE BUSINESS READY TO SELL

ALEXANDRIA SEYDEL from Ripples Edge Advisors shares expert strategies on "getting the business ready to sell." We focus on exit planning and getting the most value out of

Bringing Simplicity Back to Investing

In a world of noise and distraction, there is a trend in "Bringing Simplicity Back To Investing." RICK FERRI and I talk about why it's important for investments and why i

DIGITAL ASSETS ESTATE PLANNING

This interview explores the critical importance of managing digital assets in estate planning, highlighting the challenges of digital inheritance, account access, and cyb

QSBS ROLLOVERS

BRADY WELLER discusses the intricacies of QSBS rollovers, including eligibility, timing, and strategic planning for founders and investors. The goal is to help the listen

Health as an Asset Class

https://youtu.be/FU5IvtBbtCY JOHN SAMUELS from WELLWORTH ADVISORS discusses "HEALTH AS AN ASSET CLASS" and the nuances of personalized healthcare management for high-net

THE FIGHT AGAINST GASLIGHTING IN THE WORKPLACE

"Breaking the Glass Ceiling: Julia Carreon's Fight Against Corporate Gaslighting" In this episode, Frazer Rice sits down with Julia Carreon to explore her recent high-pr

THE TRUSTEE CRISIS: Navigating the Challenges

There is a storm coming with the challenges of navigating the TRUSTEE CRISIS. It is one of the biggest blind spots in the "GREAT WEALTH TRANSFER" and will be the source o

SPORTS MEDIA FOR ENTREPRENEURS

Frazer Rice and Bram Weinstein, the "Voice of the Washington Commanders," discuss the shift in sports media for entrepreneurs. The current state of sports journalism is i

QSBS for FOUNDERS

This conversation delves into the intricacies of Qualified Small Business Stock (QSBS) and its significant tax benefits for founders. MICHAEL ARLEIN, Partner at Patterson