The Wealth Cast

On Episode 38 of The Wealth Cast, Charles Boinske talks to executive mentor Charles Scott about constructive conflict and informed risk taking. During Mr. Scott’s time as a director at Intel Capital, he guided Intel’s investment operations, which necessarily led to interpersonal conflict which needed to be resolved, and a systematic approach to managing risk in an effort to optimize the potential rewards. He discusses this, as well as his role as an athletic guide to a friend who was afflicted with blindness in adulthood—and the lessons about leadership this has taught him.

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On episode 37 of The Wealth Cast, Charles Boinske talks to Dan Barnett, the creator of Make or Break Execution, and current CEO and owner of The Primavera Company. Dan's experience in heading companies spans across several of the world's largest corporations, and it has informed his Make or Break strategy. He talks to Chas about the importance of determining what the Make or Break is for your own company, in order to find the most expedient path to success.

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Episode 36 of The Wealth Cast sees National Park historian Neil Mangum join Chas to discuss one of the most infamous military conflicts in American history, the Battle of Little Bighorn. General Custer’s defeat shook the foundations of the country, and for over a century, far less was known by establishment historians than should have been, due to a systematic failure to consult with Native American custodians of knowledge about the battle. Neil highlights this and other insights into the battle, in the context of his own journey as an historian and his work in the National Park System.

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On episode 35 of The Wealth Cast, Chas speaks to Dimensional Fund Advisors co-CEO, Dave Butler. Following a brief career in professional basketball, Dave worked at a Wall Street financial services firm. After a few years, in which he became disillusioned with the then-prevalent industry model, he moved to California and joined Dimensional, which was pioneering a new investment model based on academic research and a scientific approach. His stories and insights into this transformation paint a vivid picture.

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On episode 34 of The Wealth Cast, Chas is joined by Dave Twardowski, Vice President and Head of Investment Strategy at Vise, an intelligent automation platform that delivers personalized investment solutions. Dave discusses how he works at the intersection of tech and finance and shares how direct indexing is transforming the industry.

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On episode 33 of The Wealth Cast, Chas speaks to Sebastian Jersch, CEO and founder of Neo Consult, a financial planning company based in Marburg, Germany. Sebastian discusses the long road still ahead of financial planners in Germany who, tired of the conflict created by “free” financial planning services, have established fee-only advice. He explains how the experience and guidance of planners in the U.S. and U.K. that had already undergone this transformation helped him develop the vision and mindset needed for his business to become a success.

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On episode 32 of The Wealth Cast, Chas is joined by Pat Runyen of Modera Wealth Management for a discussion on the potential changes to tax law that have been introduced by the House Ways and Means Committee. These changes may impact estate planning, capital gains rates, and more.

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Evidence-based investing is a core principle of being a good steward of your wealth. That is why Chas has selected his interview with Robin Powell for this Wealth Cast Rewind, to follow up on his previous episode on the Five Tenets of Evidence-Based Investing.

An educated investor is a great investor. That is why investing should not be dependent on hunches and guesswork. Every deal should be considered and given the proper amount of time to learn about. Speaking about this very important subject, Charles P. Boinske, CFA interviews “The Evidence-Based Investor,” Robin Powell, to talk about evidence-based investing, how he is building the case for it around the world, and why he thinks the industry has a long way to go in this aspect. He also lays down the moments in history that have pushed for evidence-based investing, tapping the capital markets, and preparing for market crashes.

Get the full show notes and more resources at TheWealthCast.com

Evidence-based investing is a core principle of being a good steward of your wealth. That is why Chas has selected his interview with Robin Powell for this Wealth Cast Rewind, to follow up on his previous episode on the Five Tenets of Evidence-Based Investing.

An educated investor is a great investor. That is why investing should not be dependent on hunches and guesswork. Every deal should be considered and given the proper amount of time to learn about. Speaking about this very important subject, Charles P. Boinske, CFA interviews “The Evidence-Based Investor,” Robin Powell, to talk about evidence-based investing, how he is building the case for it around the world, and why he thinks the industry has a long way to go in this aspect. He also lays down the moments in history that have pushed for evidence-based investing, tapping the capital markets, and preparing for market crashes.

Get the full show notes and more resources at https://TheWealthCast.com

On episode 30 of The Wealth Cast, Chas discusses the five tenets of evidence-based investing: markets work, diversification is your buddy, discipline is critical to your success, costs matter, and risk and return are related. He explains each, giving examples for how to apply them in your own portfolio management.

Get the full show notes and more resources at TheWealthCast.com