Sign up to save your podcasts
Or
Share The Wealth Cast
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
The Wealth Cast
The Wealth Cast episodes
- The Upper Limit Problem - Ep 21On 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.Get the full show notes and more resources at TheWealthCast.com26 min
- Sticking to the Plan Through Tough Times with Apollo Lupescu - Ep 20On 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.Get the full show notes and more resources at TheWealthCast.com28 min
- Pillars of Building a Resilient Company and Navigating Change - Ep 19On 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.Get the full show notes and more resources at TheWealthCast.com30 min
- Tax Law in 2021 and Beyond with Michael McBratnie - Ep 18The 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.Get the full show notes and more resources at TheWealthCast.com20 min
- Perfecting Your Growth Mindset with Scott Addis - Ep 17Scott 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.Get the full show notes and more resources at TheWealthCast.com22 min
- Roth IRA Conversions with Rachel Kieser - Ep 16The 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.Get the full show notes and more resources at TheWealthCast.com19 min
- Sidestepping Year-End Financial Pitfalls with Pat RunyenOn 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.Get the full show notes and more resources at TheWealthCast.com18 min
- The Viability of Sustainable Investing with Sam Adams - Ep 14Sustainable 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.Get the full show notes and more resources at TheWealthCast.com27 min
- Fly Fishing In West Yellowstone Throughout The Seasons With Cam CoffinThe 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.Get the full show notes and more resources at TheWealthCast.com27 min
- Benchmarking And The Importance Of Having A Mission - Ep 12In 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.Get the full show notes and more resources at TheWealthCast.com37 min
About The Wealth Cast
From the publisher's feed
Financial planning can be complex, and the stakes are high. We created this podcast to share what you need to know to help you work toward the luxury of financial independence.
Join your host, Charles Boinske, CFA, Principal, Wealth Manager and Chief Visionary Officer of Modera Wealth Management, LLC and his guests as they share their global financial expertise so you can have more time, confidence and satisfaction to do things you love – like fly fishing!Charles Boinske, CFA, is a nationally recognized resource regarding complex financial issues faced by high-net-worth individuals and institutions. The co-founder of Independence Advisors which merged with Modera Wealth Management in 2020, Charles earned the Chartered Financial Analyst (CFA) designation, which is highly respected by the global financial industry for its rigorous focus on current investment knowledge, analytical skill, and ethical standards. Charles is also a member of the New York Society of Security Analysts and the CFA Society of Philadelphia.Modera is an SEC registered investment adviser which does not imply any level of skill or training. For additional information see our Form ADV available at www.adviserinfo.sec.gov which contains a full description of our business, operations and service offerings including fees. Statements made in the podcast are not to be construed as personalized investment or financial planning advice, may not be suitable for everyone and should not be considered a solicitation to engage in any particular investment or planning strategy. Statements made are subject to change without notice.