dsmWealth Podcast

On this month’s DSM Wealth Podcast, host Suzanna de Baca explores the question: What is the point of building wealth if you do not have a plan to protect it? In “Safeguarding Your Wealth: Managing Risk So Your Money Lasts,” Suzanna is joined by Annie Brandt, senior vice president and market executive at Bank of America, and Joe Spillman, president of ECA Marketing. Together, they discuss how to protect wealth without giving up growth, the importance of liquidity and reliable income, investment and banking strategies, and how to evaluate financial products that promise protection and security. The DSM Wealth Podcast is sponsored by Revol One Financial.

On the latest episode of the DSM Wealth Podcast, host Suzanna de Baca welcomes Kent Kramer, chief investment officer at Foster Group, and Nicole Gunderson, partner at ManchesterStory, for a thoughtful discussion on "Beyond Stocks and Bonds: Exploring the World of Alternative Investments." The conversation examines how alternative investments such as private equity, venture capital, real estate, hedge funds, and cryptocurrency can complement traditional portfolios, the role they may play in diversification and risk management, and what investors should understand before considering these opportunities. The episode offers practical insights into a rapidly evolving investment landscape while emphasizing the importance of aligning investment decisions with individual financial goals and seeking professional advice.

The latest episode of the DSM Wealth Podcast, hosted by Suzanna de Baca, explores how philanthropy can become more than charitable giving and instead serve as a meaningful strategy for family values, financial planning and long-term legacy. In “The Gift That Grows: Turning Generosity Into a Strategy,” Suzanna is joined by Lynne Yontz, chief charitable giving officer at the Community Foundation of Greater Des Moines, and Tom Houser, shareholder attorney and co-chair of the Trusts & Estates department at Dentons Davis Brown. Together, they discuss charitable planning, multigenerational conversations about values and wealth, common giving structures and how thoughtful philanthropy can create lasting community impact while strengthening family legacy.

In this episode of the dsm Wealth Podcast, Suzanna de Baca explores why land remains one of the most enduring forms of wealth creation across generations. Joined by estate planning attorney with Dentons Davis Brown, Breanna Young, and Hertz Farm Management CEO Chad Hertz, the conversation examines land as a long-term investment, a source of stability and income, and a deeply personal legacy asset. The episode also explores stewardship, succession planning, and the emotional complexity tied to land ownership.

On the June DSM Wealth podcast, host Suzanna de Baca explores how investors can navigate today’s uncertain markets in the episode “Where Should I Be Investing Now: Asset Allocation for the Modern Age.” The episode features Ed McGill, co-founder of McGill Junge Wealth Management and Dr. Tyler K. Jensen, associate professor of finance at Iowa State University’s Ivy College of Business. Together, they break down what asset allocation really means, why diversification remains one of the most powerful tools for long-term investing and how investors should think about risk, inflation and portfolio strategy in a rapidly changing economic environment. Listeners will gain practical insights on aligning investments with goals and time horizon, maintaining discipline through market volatility and building resilient portfolios designed to evolve with life’s stages and market conditions.

On the dsm Wealth Podcast, host Suzanna de Baca explores the powerful shift happening as women earn more, inherit more and increasingly influence how wealth is managed and passed on in the episode “Her Wealth, Her Way: Women Transforming Money and Legacy.”

Suzanna is joined by Jana Weiler, estate planning attorney at Dentons Davis Brown; Erica Axiotis, president of the UnityPoint Health Des Moines Foundation; and Michelle Mahoney, CFP®️, senior vice president at CAPTRUST Wealth, who discuss how women are shaping financial decisions within families, philanthropy and long-term legacy planning. The conversation highlights how growing financial influence is changing wealth conversations, emphasizing financial confidence and literacy, intentional legacy planning and aligning wealth with personal values to create meaningful impact for future generations.

In this month’s episode of the dsm Wealth Podcast, “Giving While Living: Making an Impact With Your Money Today,” we explore philanthropy through a more immediate and personal lens. We’ll explore how to think of estate planning and giving not as something reserved for the future but as a powerful tool for creating meaningful change right now, while strengthening the legacy we leave behind. The episode examines how intentional, values-driven giving can enrich both the giver and the community. Joining the discussion are experts Kristi Knous, president of the Community Foundation of Greater Des Moines; Mike Deege, a partner at Wilson Deege Despotovich Riemenschneider and Rittgers; and Carla Hughes, vice president and senior fiduciary trust officer at Bankers Trust. Join us to learn how giving while living can help you create impact, meaning and lasting change starting today.

In this month’s episode of the DSM Wealth Podcast, we ask a powerful question: What if your investments could do more than just perform and also reflect what matters most to you? In “Aligning Your Investing With Your Values,” we explore how values-based investing has evolved over the years, and how this type of strategy can enhance your overall portfolio while creating meaningful impact.

Joining the conversation are wealth and investment experts Cathy Adams, senior vice president and leader of the Wealth Management team at Community State Bank; Chris Cook, CPA, CFA, partner and chief investment strategist at Gilbert and Cook Private Wealth Management, and Liz Ulrichson, financial adviser and relationship manager at CAPTRUST. Join us to learn how aligning your investments with your values can help you invest with greater purpose and confidence.

On this month’s episode of the DSM Wealth Podcast, we explore one of the most important and often delicate elements of personal finance and wealth — how families communicate about money. “Money Talks: Healthy Conversations for Today’s Families,” highlights how open, intentional conversations can align values, reduce conflict, and strengthen both relationships and long-term financial health. Joining the discussion are experts Kimberly Stamatelos, attorney, mediator and author with more than four decades of experience guiding families through complex transitions; Ashlee Vieregger, Senior Lead Advisor at Foster Group who works with ultra-high net worth families across generations; and Abby Croll, tax partner at Eide Bailly specializing in tax and estate planning for high net worth individuals and families. Join us for strategies on communicating more effectively about financial matters.

In this inaugural episode of the DSM Wealth Podcast, host Suzanna de Baca, a leadership and financial expert, invites listeners to rethink what retirement can be to unlock a more intentional and meaningful next chapter in life. She speaks with nationally recognized private wealth adviser Deniz Franke and author and transition coach Jann Freed, Ph.D., about viewing retirement not as an ending, but as a purposeful new beginning grounded in both financial preparedness and personal fulfillment. Listeners will hear provocative insights on why retirement is far more than money, revealing how purpose, joy, communication, and thoughtful planning can create a richer and more satisfying future.