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The Wealth Cast
The Wealth Cast episodes
- Changing Your State and Local Tax Residency - Ep 11Changing your residency is not as simple as packing your bags and moving into a new house. There are important tax considerations that you have to think about, especially if you want to avoid a heavy tax burden. Chas talks to Daniel Kelly, the senior associate in Hodgson Russ' Tax Practice, about the implications.Get the full show notes and more resources at TheWealthCast.com42 min
- Making a Case for Evidence-Based Investing with Robin Powell - Ep 09An 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. What is more, he lays down the moments in history that have pushed for evidence-based investing, tapping as well the capital markets, and preparing for market crashes.Get the full show notes and more resources at TheWealthCast.com33 min
- A Father's Legacy Lives On - Ep 08Non-profit Fred’s Footsteps honors the life and legacy of G. Fred DiBona, Jr., who was known and respected for his generous spirit and dedication to others. His daughter, Christine DiBona Lobley, heads up Fred's Footsteps in raising money to help families with seriously ill, injured or disabled children. In this episode, Christine shares some of the many ways in which the organization has helped hundreds of families.Get the full show notes and more resources at TheWealthCast.com29 min
- Fly Fishing Edition: George Daniel's Fly Fishing Journey - Ep 07In considering financial health, you must also include your mental and emotional well being, ensuring a break from the demands of work and family. In this episode, George Daniel shares the inspiring story of how he turned his childhood passion for fly-fishing into an exciting and rewarding career. George is currently the director/lead instructor for the Pennsylvania State University Fly Fishing Program.Get the full show notes and more resources at TheWealthCast.com38 min
- On a Humbling and Priceless Gift - Ep 06Millions of people in the world are used to Western privilege with its opportunities, resources, money, and the best medical care. Yet millions more are born into a level of poverty that we cannot begin to comprehend. In this episode, Dr. Anthony Coletta, MD, MBA, shares his powerful story of taking his surgical skills into Haiti since 2007, and how truly transformational this experience has been.Get the full show notes and more resources at TheWealthCast.com26 min
- Shifting Challenges in the German Market - Ep 05For many years, German banker, Christoph Kanzler, has been leading the charge in creating a greater distribution of wealth and equal opportunities for the people of Germany. As a strategic visionary, he creates a new understanding around the topics of investing, saving and capital markets. In this episode, Kanzler discusses the hard-won changes in both the mindset of the citizens and the financial services and opportunities in Germany.Get the full show notes and more resources at TheWealthCast.com27 min
- Family Conversations About Wealth Transfer - Ep 04For generations, people were brought up not to talk about money. But if you've accumulated wealth that you want to leave to your family, it's essential to break through those barriers and start communicating. In this episode, Jane Scaccetti, CPA and CEO of Drucker & Scaccetti, shares crucial information about why it is so important to be good stewards of your wealth in order to ensure that the next generation does the same.Get the full show notes and more resources at TheWealthCast.com25 min
- Leading Businesses Through Crisis - Ep 03Greg Cleary is a Leadership Team Coach who specializes in helping companies scale up. With a reputation for results, he is one of the most in-demand, highly respected business coaches in the region. In this episode, Greg offers a powerful strategy that shifts stress and helps clients feel more in control, as well as sharing the four essential factors to consider in protecting their businesses as well as your own.Get the full show notes and more resources at TheWealthCast.com31 min
- From Coal to Diamonds - Ep 02With COVID-19 wreaking havoc on all aspects of life around the globe, we are facing financial uncertainty of epic proportions. The pressure of a volatile market leaves us wondering what's next. In this episode, Trusts and Estates Attorney, Michael McBratnie, offers insight into how to find and maximize opportunities during a significant economic downturn.Get the full show notes and more resources at http://TheWealthCast.com21 min
- The Financial Implications of COVID-19 - Ep 01While COVID-19 wreaks havoc on the economy, investors are particularly anxious and wondering what to do. With the added element of health concerns, this emotionally-charged situation makes financial decisions even trickier. In this inspiring episode, Apollo Lupescu, PhD and Vice President at Dimensional Fund Advisors, looks back on previous historic crises and the hope they offer as we move through uncharted territory.Get the full show notes and more resources at http://TheWealthCast.com40 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.