The Pallas Perspective

By Pallas Capital Advisors

The podcast that brings you conversations and professional analysis on the topics and trends affecting your everyday financial life. More info at pallascapitaladvisors.com... more

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FAQs about The Pallas Perspective:

How many episodes does The Pallas Perspective have?

The podcast currently has 106 episodes available.

The Pallas Perspective episodes:

July 29, 2025 The Extraordinary Life – Cara Belvin of Empower
Pallas Founder and CEO Rich Mullen adds another Extraordinary Life interview to the Pallas roster, this time with Cara Belvin of Empower.
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1h 7min
July 19, 2025 Rich Mullen on Bloomberg Daybreak Asia
Rich Mullen, Founder and CEO of Pallas Capital Advisors, is interviewed on Bloomberg Daybreak Asia.
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11min
July 19, 2025 The Big Beautiful Bill Act
The estate planning impact of the Big Beautiful Bill is examined by Pallas Founder and CFO Charlie Evangelakos, President and Director of Planning James Landry, and Director of Planning Shannon Smith.
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36min
July 11, 2025 Navigating 2025: Investment Review & Market Update
RIch Mullen, CEO and Founder, and Steve Kylander, Sr. Portfolio Manager, outline today's markets and provide a mid summer investment review.
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24min
June 13, 2025 Big, Yes - but Beautiful?
House Passes Sweeping Domestic Policy Bill—Here’s How It Could Affect Your Taxes, Estate Plan, and More.
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7min
May 08, 2025 Building Better Software Businesses: Vista Equity’s Approach to Innovation, Growth, and AI
Learn about Vista Equity and how they currently approach innovation, growth, and AI.
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23min
April 08, 2025 State of The Markets - Latest Updates
PCA's Gaurav Malik, Chief Investment Officer, and Steve Kylander, Sr. Portfolio Manager, provide the latest update on the state of the markets.
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12min
April 04, 2025 Navigating New Tariffs: The Latest Market Update
In the latest Market Update, Rich Mullen, Founder & CEO of PCA and Gaurav Malik, PCA Chief Investment Officer, discuss the recent tariffs and their potential effect on the economy.
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16min
March 07, 2025 The Trump tax policy sunset: What it means for you
Points on this week's topic:
- Business tax changes: What to watch
- Individual tax provisions: What’s changing?
- Will the tax cuts be extended?
- Next steps: Plan, prepare, and stay informed

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9min
February 28, 2025 Secure 2.0 Act - 2025 Changes. What is new in 2025?
- Bigger catch-up contributions for ages 60,61,62, and 63
- Mandatory auto-enrollment for new plans
- Easier access for part-time workers

Now is a good time to review your retirement planning...
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6min

FAQs about The Pallas Perspective:

How many episodes does The Pallas Perspective have?

The podcast currently has 106 episodes available.