Castuner
Submit a podcast

Talking Wealth

The Compound

Freeing Advisors to Build the Practice of Their Dreams

Podcast website

Listen in your app

Episodes

87 episodes

  1. “The War Is Over and the Wirehouses Lost” | Jim Gold on Wall Street’s Shakeup 30:48
  2. What If This Is the Worst Time to Retire? 28:46
  3. The Most Game-Changing Company in Wealth with Jason Wenk 49:35
  4. Is Your "Tax Alpha" About to Become an Audit? 42:50
  5. How Direct Index Supercharges the Financial Advisor 19:45
  6. Seven Reasons You’re Not Taking Enough Risk with Allison Schrager 38:28
  7. How to Help Your Clients Live a Rich Life 21:53
  8. You Don't Own Your Growth 26:52
  9. Where Options Fit in the Modern Advisor’s Toolkit 30:42
  10. 27 Million Clients Walk Into an RIA 31:23
  11. Your Client Is Rich in Real Estate. Now What? 36:25
  12. How Much AUM do you need to start an RIA? 33:21
  13. Is the 60/40 Portfolio Too Conservative? | Ben with Benefits 35:38
  14. The ETF Industry Has Lost Its Mind 44:48
  15. How to Become a Better Financial Advisor 32:14
  16. How to Advise the Wealthiest Families in America with Onur Erzan 38:42
  17. Jon Stein Built Betterment. Here's What He's Building Now 31:58
  18. How to Give Clients More Peace of Mind in Retirement 35:20
  19. "The Tech Stack Is Dead" — Jason Wenk on Rebuilding Advisor Infrastructure 48:52
  20. It’s Good to Be a CFP, Robinhood’s “Concierge” Is Now Hiring Advisors, SpaceX Employee Wealth 31:21
  21. SpaceX is The Hottest IPO Ever - Here’s Everything Advisors Need To Know 34:37
  22. Jeremy Schwartz on Rethinking the 60/40 Portfolio 26:04
  23. The Tax-Loss Machine: How Long-Short Took Over Wealth Management 31:44
  24. Crushing Skulls in the Asset Management Biz with Manish Khatta (Potomac) 32:58
  25. Are Financial Advisors Dead? Michael Kitces Weighs In 36:24
  26. How to Improve Client Portfolios 29:31
  27. Recruiting Expert Louis Diamond on Why the Market for Advisor Talent Is on Fire 31:32
  28. How to Create Tax Alpha 31:04
  29. Death of the Advisor 35:53
  30. The $3.9 Trillion Land Grab 40:02
  31. The Missing Layer in Wealth Management 25:46
  32. The Inside Story of OpenArc’s $129 Billion Breakaway with Dynasty’s Shirl Penney 26:06
  33. How to Borrow Against Your Portfolio For Less 25:42
  34. The Extinction Event in Wealth Tech 30:09
  35. Private Credit: Now Youse Can’t leave 33:38
  36. Demographics are Destiny in the Housing Market 25:43
  37. Why 3,000 Financial Advisors Are Meeting up to Discuss AI 36:23
  38. Private Equity's Liquidity Problem 32:14
  39. Is Social Security Going Bankrupt? 29:09
  40. Why Advisors Go Independent 32:54
  41. The Lie on Both Sides of Investment Management 32:23
  42. Be the GP: How to Invest in the 2 & 20 32:05
  43. How to Beat the 4% Retirement Spending Rule | Ben with Benefits 29:36
  44. When Alts Go Bad: The BlueRock Blowup and a Liquidity Wake-Up Call 30:06
  45. FINNY Reveals New $150 Million Valuation! 25:19
  46. BOMBSHELL - 90 Percent of RIAs are Actually Shrinking! 30:52
  47. Here’s What Your Competitors Are Doing. A Deep Dive Into Schwab’s 2025 RIA Benchmarking Study 35:28
  48. The Yield Mania: Why Investors Are All in On Income 29:19
  49. The Age of Easy AUM Is Over 34:23
  50. How to Start Your Own ETF 36:55