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In each episode Hannes Grascher unpacks a unique complex financial circumstance or topic. Join us to learn from Hannes' experience in the wealth management business over more than two decades as we ex... more
FAQs about Through the Wealth Lens:How many episodes does Through the Wealth Lens have?The podcast currently has 34 episodes available.
March 01, 2023Rights and Returns: What to Consider When Selling Your Music CatalogueHannes is joined by fellow advisor and NYIG colleague, Max Grascher, to discuss the recent trend of high-profile musicians selling their music catalogues and what to consider when going through the process....more1h 7minPlay
March 01, 2023Making Smart Decisions About CompensationCalling all business owners and entrepreneurs! Hannes and Ryan discuss how those that run their own businesses can properly compensate themselves as well as their valued employees, to make sure both stay motivated to perform to the best of their abilities and ultimately keep the business in top shape....more1h 6minPlay
March 01, 2023What Really is Wealth Planning?Hannes is joined by Beth Tractenberg, expert trust and estate attorney of Steptoe and Johnson, to truly define what “wealth planning” is and how this relates to wealth protection, tax mitigation, estate planning, and charitable giving....more1h 56minPlay
March 01, 2023Wealth Planning for Age 90, 100, and BeyondThese days the average person, due to factors such as advances in medical technology, is living longer than ever before. Hannes and Ryan dive into the human population’s longer life expectancy and why, because of this, it is crucial for all to include longevity planning as a key factor in their wealth plans....more1h 6minPlay
February 10, 2023The 10 Biggest Mistakes Athletes and Entertainers Make with Their MoneyHannes and Max are joined by guest expert Don Hoffman, international CPA of Hoffman Mulligan, to dissect some of the most common mistakes for entertainers and athletes to avoid in regards to their financial stability and wealth accumulation....more1h 38minPlay
June 23, 2022Financial Planning for a Special Needs ChildMany families in today’s world, regardless of background, experience lives that involve raising a child with special needs. In this episode of “Through the Wealth Lens,” Hannes explores a number of financial planning strategies and solutions that can help parents navigate this path of financial uncertainty....more1h 12minPlay
June 23, 2022Benefits of a Family ConstitutionHannes explains how a family constitution can be used to manage a family’s wealth so that it achieves their many goals. From continuing to grow their wealth as it’s transferred to younger generations, to aligning the use of that wealth with the values and ideals the family holds dear, to protecting that wealth from creditors and others who might seek to take it unjustly, the family constitution is a fantastic foundation to begin the process....more1h 18minPlay
June 23, 2022Charitable Giving as Part of Your Wealth Planning StrategyHannes is joined by Nicole Sebastian of UBS’ Family Advisory and Philanthropy Services team to dive into charitable giving strategies and vehicles that can help you get started—or make your existing philanthropy even more impactful. Nicole shares some insights on how to go about charitable giving, and even more importantly what not to do when it comes to charitable financial support....more2h 16minPlay
June 23, 2022Succession Planning for Family BusinessesHannes is joined by tax attorney and partner at Grant, Herrmann, Schwartz & Klinger LLP, Megan Campos, to discuss how a well-designed succession plan can reduce the risk that occurs when a family business is transferred from one generation to the next—and how to facilitate a transfer that leaves everyone in the family satisfied....more1h 43minPlay
April 08, 2022Prenups: Marital Exit Strategies That Can Make Good SenseHannes invites divorce attorneys Daniel Lipschutz and Adam Turbowitz (Bois Schiller and Flexner LLP) to discuss the importance of prenuptial agreements in a client’s overall financial plan, how to implement one without creating discourse with loved ones, and particular situations in which prenups (or a lack there of) have effected clients in real life situations....more3h 45minPlay
FAQs about Through the Wealth Lens:How many episodes does Through the Wealth Lens have?The podcast currently has 34 episodes available.