On Episode 21 of The Wealth Cast, Chas talks with Gary Pica, founder of TruMethods, which specializes in concepts and advice for Managed Service Providers in IT to grow their businesses. The core of what's holding back all businesspeople is the “Upper Limit Problem,” what each of us believes we deserve. Gary talks about shattering that upper limit, the importance of being willing to admit you're wrong, and more. 

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On Episode 20 of The Wealth Cast, Apollo Lupescu discusses 2020's financial wildness. He stresses that having a financial plan based in solid principles was the key in 2020—a year that ended up being a net gain for the financial markets. Apollo highlights the importance of advisors who do not merely facilitate, but keep a consistent message and theme, even in the face of a crisis like COVID, in order to best benefit their clients. 

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On Episode 19 of The Wealth Cast, the tables are turned! Charles is introduced by Tina Dietz, CEO and Founder of Twin Flames Studios, which produces The Wealth Cast. They discuss big news, the merger of Independence Advisors with Modera Wealth Management as of the beginning of 2021, and Chas shares many stories, including his trip to Germany on behalf of Dimensional Fund Advisors where he gave presentations in German... and more.

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The 2020 election has come and gone, which means uncertainty about the changing tax landscape. Michael McBratnie joins Chas to discuss what-if scenarios based on the Georgia runoff elections, as well as potential changes that may be occurring in tax law in 2021 and beyond and some ways to prepare for them. 

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Scott Addis of Beyond Insurance joins Chas to discuss his Growth Mindset Index, an important tool and key for personal and business growth. The five elements of a growth mindset are: Passion, emotional intelligence, drive, gratitude, and resilience. Scott also identifies three types of people relative to growth mindset: The quitter, the camper, and the climber, and how important it is to surround yourself with the latter of the three.

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The current tax environment presents a unique opportunity for savvy personal investors to diversify their holdings and minimize their tax liabilities, especially given the uncertainty of future tax law. Chas Boinske and Pat Runyen talk with Rachel Kieser of Drucker & Scaccetti about the possibilities Roth IRA conversions may provide and discuss two example scenarios to help illuminate what might otherwise be a murky investment picture.

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On episode 15 of The Wealth Cast, Charles talks with colleague and partner Pat Runyen about year-end financial planning. They cover pro forma tax returns, the CARES Act, loan refinancing, charitable giving, estate planning, and more. Pat stresses the importance of anticipating both current events and potential future changes in tax law in order to maximize the benefits to you.

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Sustainable investing, once something actively discouraged by many financial advisors, has become a hot topic in the investment world in recent years. Chas talks with Sam Adams, the CEO of Vert Asset Management, about exactly what sustainable investing is, how it has grown in the investment space, and the many opportunities to ethically invest in social good that sustainable investing now provides. 

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The pandemic has led many of us discovering and venturing into new hobbies that we otherwise wouldn’t have given a chance. Taking a detour in this episode, Charles P. Boinske talks about his favorite subject, fly fishing, with the owner and operator of Blue Ribbon Flies in West Yellowstone, Montana, Cam Coffin. Here, Cam talks about fishing in Yellowstone country throughout the seasons. He takes us across the trips they are offering while also offering some helpful tips and tricks to prepare us with this activity, no matter the condition. If you’re looking for some fun on the side while in this quarantine, then take a listen to Cam and Charles’ conversation.

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In episode 12 of The Wealth Cast, Chas talks to Dr. Joseph Pica about the importance of having a clear mission in both personal and professional life. At the heart of this is making sure that one's own decisions are in line with the mission, because this is the best way to be successful. 

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