Talking Wealth

Talking Wealth

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Talking Wealth episodes

  • How the Wealthy Reduce Taxes and Diversify with 351 Exchange Funds | Wes Gray

    Today we’re talking with Wes Gray, founder of Alpha Architect, about one of the most interesting new investment products to hit the market — the 351 Exchange Fund. If you’ve got a big, concentrated stock position and don’t want to get clobbered by taxes when you diversify, this is something you’ll want to hear about. Wes breaks down how this structure works, why they launched it, and what it could mean for investors looking for smarter, more tax‑efficient ways to manage their portfolios. We cover the strategy, the rules, and even some behind‑the‑scenes stories from getting this fund off the ground.

    This episode is sponsored by Betterment Advisor Solutions. Grow your RIA, your way by visiting: https://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 #financialadvisor

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    25 min
  • The #1 Mistake Advisors Make When They Cash Out | John Phoenix

    Welcome to Talking Wealth, where we cover the biggest trends in the wealth management industry. Today we’re diving into one of the biggest decisions a financial advisor will ever face: Should you sell your business — and if so, how do you do it right? John Phoenix, founder and partner at Wealth advisor Growth Network, and longtime advisor advocate, joins us to unpack the real trade-offs behind M&A deals, the rise of private equity in wealth management, and the costly mistakes advisors often don’t see until it’s too late. Whether you’re thinking about a sale in the near future or just want to build enterprise value the smart way, this conversation is a must-listen.

    This episode is sponsored by Betterment Advisor Solutions. Grow your RIA, your way by visiting: https://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 #financialadvisor

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    33 min
  • How Do I Train Young Financial Advisors? | Kevin Thompson

    Today on Talking Wealth, Join Josh Brown and special guest Kevin Thompson for a ride through the CFP subreddit as they answer questions no one asked them to. In this episode, Josh and Kevin discuss whether or not an advisor must build a "holistic" practice, how a firm can train its younger advisors, whether the hourly billing business model works for large clients and what the future of financial planning will be.

    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

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    37 min
  • Here’s How Advisors Can Run a Successful Business | Kyle Van Pelt

    Welcome to Talking Wealth, where we cover the biggest trends in the wealth management industry. RIAs have evolved from mom and pop store fronts to bonafide businesses. A big part of that evolution has been powered by more technology. But one of the downsides to that is we're using in some cases literally a dozen companies or more to perform various functions. With information spread out all over the place, we've lost the ability to analyze data across platforms. And if a business can't effectively measure what counts, it has all sorts of negative knock-on effects. That's where MileMarker comes in. On today's episode, Michael Batnick talks with Kyle Van Pelt about how advisors can make sure they are able to capture and analyze all of their data to make sure their business operates as efficiently as possible.

    This episode is sponsored by Grayscale. Curious about investing in crypto and not sure where to start? Visit: ⁠https://www.grayscale.com/⁠ 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 #financialadvisor

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    33 min
  • 3 Reasons Clients Leave Advisors | Kevin Thompson

    On this episode of Talking Wealth, Josh Brown sits down with Kevin Thompson to break down the 3 biggest reasons clients leave their financial 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

    31 min
  • What Every Financial Advisor Needs to Know About Wealth.com

    On today’s episode of Talking Wealth, Michael Batnick will be speaking with Tim White and Danny Lohrfink, two of the four co-founders of wealth.com. Danny is the Chief Product Officer, and Tim is the Chief Growth Officer. We’ll explore some of the biggest trends shaping what we do every day, including practice management, M&A, asset management, technology, and everything in between. Wealth.com is a modern digital estate planning company leveraging technology to deliver better solutions to financial advisors and the clients they serve. https://www.wealth.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
  • How Altruist is Winning the War for $25 Trillion

    Welcome to Talking Wealth, where we cover the biggest trends in the wealth management industry. Custodians have traditionally been one of the most boring rungs of the RIA tech ladder. They watch over our clients assets, help us trade, facilitate billing, and provide all sorts of other essential services. The landscape is dominated by two giant incumbents; Fidelity and Charles Schwab. But there's a not-so-little-engine that could who is coming around the corner. That company is Altruist, and today I'm speaking with Founder and CEO, Jason Wenk on the future of the advisor/custodial relationship.

    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

    45 min
  • Private Markets Are Eating the World | Phil Huber

    Welcome to talking wealth with Michael Batnick. On today’s show we’re joined by my good friend Phil Huber. I wanted to talk about the tsunami of alts crashing on the shores of the wealth management industry, and I couldn’t think of a better person than Phil to tackle this with me. Phil has been on both sides of the aisle, first as the Chief Investment Officer of Savant Wealth, where he had extensive experience diligencing and allocating to alternative investments. Phil wrote a book on the topic called The Allocator's Edge: A modern guide to alternative investments and the future of diversification. Now, Phil is at CliffWater, one of the OGs in private credit, running the CliffWater Private Credit Index. Phil is a managing director and head of portfolio solutions.

    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

    53 min
  • The $100M Startup Taking on Wall Street’s Advice Industry

    Today on Talking Wealth, Michael Batnick sits down with Ritik Malhotra, CEO and co-founder of Savvy Wealth — a fast-growing digital platform transforming how financial advisors launch, grow, and scale their practices. They'll discuss his journey as a founder, how Savvy is modernizing wealth management, and the biggest opportunities and challenges facing advisors today. From technology adoption to client experience, Ritik shares his insights on what it takes to build a future-ready advisory business.

    This episode is sponsored by Betterment Advisor Solutions. Grow your RIA, your way by visiting: https://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 #financialadvisor

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

    31 min
  • How Financial Advisors Use Bitcoin for Client Portfolios | Ric Edelman

    On this episode of The Unlock, Downtown Josh Brown and Michael Batnick are joined by Ric Edelman to discuss: the right allocation to Bitcoin, the rise of Bitcoin ETFs, using blockchain technology for inventory management, entrepreneurship, and more! For more from The Unlock, be sure to sign up at: https://www.advisorunlock.com/

    This episode is sponsored by Opto. Opto’s Co-Founder Jacob Miller recently joined Michael and Ben on an episode of Animal Spirits: Talk Your Book. Check it out: https://podcasts.apple.com/us/podcast/talk-your-book-private-investing-for-fiduciaries/id1310192007?i=1000647910669
    Learn more about Opto at: https://www.optoinvest.com/?utm_source=podcast&utm_medium=cpm&utm_campaign=advisor-unlock
    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.
    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

    36 min

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