Talking Wealth

Talking Wealth

By The CompoundBusinessNewsInvestingBusiness News
Download on the App Store

Talking Wealth episodes

  • Your Clients’ Biggest Risk is Spending Too Little | Ben with Benefits - Scott Rick

    On this episode of Ben with Benefits, Ben Carlson speaks with Scott Rick, author of Tightwads & Spendthrifts, to explore the psychology of spending. They discuss why most financial advice ignores the emotional side of money, how your spending habits are shaped, and why helping clients actually spend their wealth is one of the biggest challenges for financial advisors today.

    This episode is sponsored by Betterment Advisor Solutions. Grow your RIA, your way by visiting: ⁠http://Betterment.com/advisors
    For more from The Unlock, sign up at: https://www.advisorunlock.com/
    Participants include employees of Ritholtz Wealth Management. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. This program is for informational purposes only and is not intended to provide specific advice or recommendations for any individual or on any specific security or product. Any opinions expressed herein do not constitute or imply endorsement, sponsorship, or recommendation by Ritholtz Wealth Management or its employees. Ritholtz Wealth Management and its affiliates may invest in the technology company discussed.
    The Compound Media, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.
    #finance #financialplanning #financialeducation

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    26 min
  • Will AI Replace Your Financial Advisor? Michael Batnick and Dave Nadig on the Future of Wealth

    Welcome back to Talking Wealth. Today, we’re going to be talking about the future of AI and financial advice. I won’t bury the lede. Artificial intelligence has the potential to do to financial advisors what the comet did to dinosaurs. The financial advice my children get won’t be delivered by human beings the same way it is today.

    I couldn’t think of a better person to have on than my friend Dave Nadig, who once held the title of futurist. Dave has spent his entire career in the financial services industry and is a deep expert on a lot of the topics we’re going to be talking about today. Dave has an excellent Substack that I would encourage you to subscribe to at https://www.nadig.com/.


    This episode is sponsored by SS&C’s Black Diamond® Wealth Platform. To learn how Black Diamond is helping wealth advisors of all shapes and sizes, visit: www.sscblackdiamond.com

    For more from The Unlock, sign up at: https://www.advisorunlock.com/
    Participants include employees of Ritholtz Wealth Management. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. This program is for informational purposes only and is not intended to provide specific advice or recommendations for any individual or on any specific security or product. Any opinions expressed herein do not constitute or imply endorsement, sponsorship, or recommendation by Ritholtz Wealth Management or its employees. Ritholtz Wealth Management and its affiliates may invest in the technology company discussed.
    The Compound Media, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.
    #finance #financialplanning #financialeducation #financialadvisor

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    30 min
  • Josh Brown on How the Next Generation of Millionaires Will Custody Their Assets | Jason Wenk

    On this episode of Talking Wealth, Ritholtz Wealth Management CEO Josh Brown and Altruist Founder and CEO Jason Wenk have a live conversation for an audience of financial advisors at Future Proof Festival 2025 in Huntington Beach, California. In this discussion, Josh and Jason reveal some of the latest developments involving portfolio management, financial advice, brokerage custody, investing tools and more.

    This episode is sponsored by Innovator. Learn more at: https://www.innovatoretfs.com/pdf/dd_product_brief.pdf
    For more from The Unlock, sign up at: https://www.advisorunlock.com/
    Participants include employees of Ritholtz Wealth Management. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. This program is for informational purposes only and is not intended to provide specific advice or recommendations for any individual or on any specific security or product. Any opinions expressed herein do not constitute or imply endorsement, sponsorship, or recommendation by Ritholtz Wealth Management or its employees. Ritholtz Wealth Management and its affiliates may invest in the technology company discussed.
    The Compound Media, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.
    #finance #financialplanning #financialeducation #financialadvisor

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    40 min
  • The Man Who Advises Your Financial Advisor | Ben with Benefits - Carl Richards

    On this episode of Ben with Benefits, Ben Carlson speaks with Carl Richards, author of The Behavior Gap and one of the most influential voices in financial advice, about challenges advisors face including: what advisors secretly worry about beyond the markets, how to create authentic content that connects with clients, how to have difficult conversations with your clients, the lessons he learned from his own housing journey, and more.

    This episode is sponsored by Betterment Advisor Solutions. Grow your RIA, your way by visiting: ⁠http://Betterment.com/advisors
    For more from The Unlock, sign up at: https://www.advisorunlock.com/
    Participants include employees of Ritholtz Wealth Management. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. This program is for informational purposes only and is not intended to provide specific advice or recommendations for any individual or on any specific security or product. Any opinions expressed herein do not constitute or imply endorsement, sponsorship, or recommendation by Ritholtz Wealth Management or its employees. Ritholtz Wealth Management and its affiliates may invest in the technology company discussed.
    The Compound Media, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.
    #finance #financialplanning #financialeducation

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    38 min
  • Financial Advisors Are Furious Over New Ad Campaign - Michael Kitces

    On this episode of Talking Wealth, Josh Brown is joined by Michael Kitces, one of the most influential financial advisors in America. Michael is the Head of Planning Strategy for Buckingham Wealth Partners, Co-Founder of the XY Planning Network, and publisher of the blog Nerd’s Eye View. The guys discuss the CFP Board, which controls the CERTIFIED FINANCIAL PLANNER™ standard and manages the organization, and their ad campaign, which was targeted toward college students who are trying to figure out their careers. The gist of the commercials is that if you can’t have the imaginary job of your dreams, like professional day dreamer, becoming a CFP® might be the next best thing. The reactions from the financial planner community online have bordered on outrage.


    For more from The Unlock, sign up at: ⁠https://www.advisorunlock.com/⁠

    Participants include employees of Ritholtz Wealth Management. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. This program is for informational purposes only and is not intended to provide specific advice or recommendations for any individual or on any specific security or product. Any opinions expressed herein do not constitute or imply endorsement, sponsorship, or recommendation by Ritholtz Wealth Management or its employees. Ritholtz Wealth Management and its affiliates may invest in the technology company discussed.
    The Compound Media, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.
    #finance #financialplanning #financialeducation

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    26 min
  • How to Make Sure Your Clients Never Run Out of Money | Justin Fitzpatrick

    On this episode of Talking Wealth, Michael Batnick is joined by Justin Fitzpatrick, co-founder and chief innovation officer of Income Lab — a platform that’s rethinking retirement income planning for advisors and their clients. Justin’s work sits at the intersection of technology, behavioral finance, and real-world retirement challenges, helping advisors deliver smarter, more adaptive plans that reflect the realities of longevity, market shifts, and spending patterns. They'll dive into how Income Lab is changing the way advisors think about retirement planning, what makes their approach different, and where Justin sees the industry headed next.

    This episode is sponsored by Innovator ETFs. Visit: https://www.innovatoretfs.com/pdf/dd_product_brief.pdf to learn more.
    For more from The Unlock, sign up at: ⁠https://www.advisorunlock.com/⁠
    Participants include employees of Ritholtz Wealth Management. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. This program is for informational purposes only and is not intended to provide specific advice or recommendations for any individual or on any specific security or product. Any opinions expressed herein do not constitute or imply endorsement, sponsorship, or recommendation by Ritholtz Wealth Management or its employees. Ritholtz Wealth Management and its affiliates may invest in the technology company discussed.
    The Compound Media, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.
    #finance #financialplanning #financialeducation

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    28 min
  • Meb Faber’s New Big Idea

    On this episode of The Unlock, Michael Batnick is joined by Meb Faber, CEO of Cambria Investment Management, to discuss 351 ETF conversions and how they allow investors to exchange concentrated positions in individual securities for a diversified portfolio without immediate tax implications.

    Sign up for The Unlock newsletter and never miss out: https://www.advisorunlock.com
    Participants include employees of Ritholtz Wealth Management. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. This program is for informational purposes only and is not intended to provide specific advice or recommendations for any individual or on any specific security or product. Any opinions expressed herein do not constitute or imply endorsement, sponsorship, or recommendation by Ritholtz Wealth Management or its employees. Ritholtz Wealth Management and its affiliates may invest in the technology company discussed.
    The Compound Media, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.
    #finance #financialplanning #investing

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    29 min
  • 6 Ways Financial Advisors Can Improve Client Confidence | Ben with Benefits - Ben White

    On today’s episode of Ben with Benefits, Ben Carlson is joined by Pontera’s Senior Director of Public Policy, Ben White to discuss Pontera’s new 401(k) Literacy Survey and how it helps you understand what 401(k) investors are looking for when it comes to financial advice, how financial advisors can improve investor confidence, how to ask better questions, the biggest problem areas for retirement investors, and more!

    This episode is sponsored by Pontera. Learn more about how you can help your clients retire better through managing their held away 401(k)s. Visit https://www.pontera.com.
    For more from The Unlock, sign up at: https://www.advisorunlock.com/
    Participants include employees of Ritholtz Wealth Management. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. This program is for informational purposes only and is not intended to provide specific advice or recommendations for any individual or on any specific security or product. Any opinions expressed herein do not constitute or imply endorsement, sponsorship, or recommendation by Ritholtz Wealth Management or its employees. Ritholtz Wealth Management and its affiliates may invest in the technology company discussed.
    The Compound Media, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.
    #finance #financialplanning #financialeducation

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    27 min
  • Advisor Chat Live | Kevin Thompson

    Downtown Josh Brown is joined by Founder of 9I Capital Group Kevin Thompson to discuss The TikTok financial advice epidemic, building an ecosystem your clients won't leave, attaining media features for advisor credibility and much more!

    For more from The Unlock, sign up at: https://www.advisorunlock.com/
    Participants include employees of Ritholtz Wealth Management. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. This program is for informational purposes only and is not intended to provide specific advice or recommendations for any individual or on any specific security or product. Any opinions expressed herein do not constitute or imply endorsement, sponsorship, or recommendation by Ritholtz Wealth Management or its employees. Ritholtz Wealth Management and its affiliates may invest in the technology company discussed.
    The Compound Media, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.
    #finance #financialplanning #financialeducation

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    35 min
  • Why This Juggernaut is Going All-In on Wealth Management | Michael Lane

    On this episode of Talking Wealth, Michael Batnick sits down with Michael Lane, Head of Asset Management and an Executive Vice President at SEI, to dive into the evolving landscape of financial advice and advisor platforms. Lane shares his perspective on how RIAs can scale, compete, and thrive in a rapidly changing environment, and why SEI is doubling down on technology, custody, and operational support to empower advisors. From industry consolidation to the future of client experience, this conversation unpacks the strategies, innovations, and bold moves shaping the next era of wealth management.

    This episode is sponsored by Vanguard. Learn more at: https://www.vanguard.com/audio
    For more from The Unlock, sign up at: https://www.advisorunlock.com/
    Participants include employees of Ritholtz Wealth Management. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. This program is for informational purposes only and is not intended to provide specific advice or recommendations for any individual or on any specific security or product. Any opinions expressed herein do not constitute or imply endorsement, sponsorship, or recommendation by Ritholtz Wealth Management or its employees. Ritholtz Wealth Management and its affiliates may invest in the technology company discussed.
    The Compound Media, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.
    #finance #financialplanning #financialeducation #financialadvisor

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    30 min

About Talking Wealth

From the publisher's feed

Freeing Advisors to Build the Practice of Their Dreams