In this episode of Unfiltered Finance, Ron Geffner sits down with Dan Axelrod of AllianceBernstein to break down what a wealth manager actually does, how to know if you need one, and what separates a great advisor from someone simply managing your money.

They cover fiduciary duty vs suitability standards, hidden fees, portfolio construction, emotional investing mistakes, risk tolerance, cash flow analysis, choosing the right advisor for your stage of wealth, and why responsiveness and integrity matter just as much as performance.

This episode is valuable for high earners, families, entrepreneurs, professionals, retirees, and anyone trying to make smarter decisions about investing, wealth planning, and long-term financial relationships.

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In this episode of Unfiltered Finance, Ron Geffner sits down with Jeff Fidelman, founder of Fiman and Company, to talk about how early-stage companies and emerging fund managers actually raise capital in today’s market. They break down what “fundraise as a service” means, how investor outreach really works, what founders get wrong about valuation, how to diligence a placement agent, why honesty matters in fundraising, and where AI helps — and where it completely falls short.

This episode is packed with practical insight for founders, fund managers, GPs, entrepreneurs, private fund professionals, startup operators, and anyone trying to understand the real mechanics of raising money.

In this episode of Unfiltered Finance, Ron sits down with the founder of Whitman CFO Solutions,  Pete Caltabino, to break down what a fractional CFO actually does, when a growing business needs one, and how smart companies use financial strategy to scale. They get into private equity rollups, cash flow problems, merchant cash advances, interim CFOs, hiring financial leadership, AI in finance, and what business owners usually get wrong about accounting and profitability.

This conversation is packed with insight for small business owners, operators, entrepreneurs, finance professionals, and anyone trying to build a company that can grow, scale, or exit successfully.

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fractional CFO, interim CFO, outsourced CFO, small business finance, private equity rollups, business growth strategy, cash flow management, Whitman Advisory, CFO services, scaling a business, entrepreneur finance, family office investing, merchant cash advance, AI in finance, business profitability, EBITDA, finance leadership, business exit strategy, portfolio company finance, Unfiltered Finance podcast

In this episode of Unfiltered Finance, Ron sits down with renowned legal recruiter Jonathan Sheppard for a candid, no-BS conversation about the evolving world of law firm recruiting.

They dive into:

With 40 years of recruiting experience, Jonathan shares sharp insight into what separates successful firms from those that struggle to retain high performers. If you're a law firm partner, managing partner, associate, recruiter, or financial services executive, this episode delivers actionable perspective on hiring strategy, talent retention, and the future of professional services.

No jargon. No fluff. Just real conversations about how the legal and finance industries are changing—and what you should do about it.

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legal recruiter insights
Jonathan Sheppard recruiter
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why lateral partners fail
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private equity in law firms
AI in recruiting
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generational workforce
Boomers Gen X Millennials Gen Z workplace
portable book of business
business development for lawyers
law firm mergers
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retaining top legal talent
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legal industry trends 2026

In this episode of Unfiltered Finance, host Ron sits down with renowned economist Yelena Maleyev to break down the complex realities of the 2026 housing market and labor economy. Yelena explores why home prices remain high despite economic tightening, the "lock-in" effect of 30-year fixed mortgages, and the increasing median age of first-time homebuyers.

The conversation also shifts to the labor market, investigating how Generative AI and automation are reshaping entry-level roles and why the "prime-age" workforce is facing unique pressures. Whether you are a first-time homebuyer struggling with inventory or a professional navigating the impact of AI on your career, this episode provides data-driven insights and "scenario analysis" to help you plan for an uncertain financial future.

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Housing Market 2026, Real Estate Trends, Yelena Maleyev, Unfiltered Finance, First-Time Homebuyers, Mortgage Rates, Economic Forecast, AI in Labor Market, Generative AI Impact, Student Loan Debt, Inflation 2026, Labor Force Participation, Millennial Homeownership, Gen Z Career Advice, Financial Planning, Market Volatility, Macroeconomics

In this episode of Unfiltered Finance, Ron Geffner sits down with Victor Rodriguez, Venezuelan-American financial executive and media entrepreneur, for an in-depth and timely conversation on Venezuela’s political turning point, its massive energy reserves, and what potential regime change could mean for global markets.

Victor shares firsthand insight into Venezuela’s rise, collapse, and possible rebirth—drawing from his personal journey as a former Venezuelan exchange founder who fled the country amid political instability, crime, and economic collapse. Together, they explore the geopolitical implications of U.S. involvement, oil and rare-earth resources, inflation, workforce opportunities, and why Venezuela could become one of the most important frontier markets of the next generation.

🌎 Topics Covered:

This episode is essential listening for investors, finance professionals, policymakers, and anyone interested in geopolitics, emerging markets, and the future of Latin America.

In this episode of Unfiltered Finance, Ron Geffner and John D’Agostino sit down with Natalia Karayaneva, founder and CEO of Propy, to explore how AI, blockchain, and smart contracts are transforming one of the world’s most outdated industries: real estate.

Natalia explains why real estate is still slow, expensive, and fragmented—and how Proppy is using AI agents, tokenization, and automated escrow to reduce friction, increase liquidity, and lower transaction costs that quietly eat up nearly 10% of a home’s value every time it changes hands.

The conversation dives deep into housing affordability, human resistance to innovation, the future of real estate professionals, crypto vs. fiat transactions, stablecoins, government registries, and why real estate may be the last major asset class to truly go digital.

🏠 Topics Covered:

If you’re interested in real estate, AI, crypto, fintech, or the future of housing, this episode is a must-listen.

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