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Talking Wealth

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Financial Advisors
Wealth Management
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Freeing Advisors to Build the Practice of Their Dreams

PublishesDailyEpisodes45Founded3 months ago
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Latest Episodes

On this episode of Ben with Benefits, Ben Carlson is joined by Stefan Sharkansky, author of the new research paper “The Only Other Spending Rule Article You Will Ever Need.” Millions of retirees and advisors are trying to solve the retirement spendin... more

On this episode of Talking Wealth, we’re diving into one of the most misunderstood—and increasingly controversial—corners of investing: alternatives.

Over the past few years, interval funds and other semi-liquid vehicles have exploded in popularity,... more

On this episode of Talking Wealth, Josh Brown is joined by Eden Ovadia and Victoria Toli, two of the three founders of FINNY AI. FINNY AI is one of the hottest startups in the wealth management industry fresh off a major new funding round with some o... more

On this episode of Talking Wealth, we’re doing something special as part of the Compound Insights Research Program, our initiative to bring original data, white papers, and strategic intelligence to the wealth management profession. Our latest public... more

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Recent Guests

Leyla Kunimoto
Co-founder of Accredited Investor Insights and expert on private investment funds
Accredited Investor Insights
Episode: When Alts Go Bad: The BlueRock Blowup and a Liquidity Wake-Up Call
Eden Ovadia
Co-founder and CEO of Finny Ai with a background in software engineering and experience at BCG, EY and KPMG.
Finny Ai
Episode: FINNY Reveals New $150 Million Valuation!
Victoria Toli
Co-founder and president of Finny Ai, focusing on product and strategy, with a background in AI and growth from Stanford and product management experience at Uber.
Finny Ai
Episode: FINNY Reveals New $150 Million Valuation!
Mark Bruno
Managing Director and Head of Strategic Advisory at Emigrant Partners
Emigrant Partners
Episode: BOMBSHELL - 90 Percent of RIAs are Actually Shrinking!
Jeffrey Ptak
Managing Director at Morningstar and industry analyst
Morningstar
Episode: The Yield Mania: Why Investors Are All in On Income
Ian Wenik
A financial industry expert and host of the podcast 'This Week in Wealth'
Citywire
Episode: The Age of Easy AUM Is Over
Kyle Busch
Professional NASCAR driver
Episode: The Kyle Busch Insurance Scam Explained
John Connell
Co-founder and CEO of Focal
Focal
Episode: This AI Tool Is Changing How Advisors Work
Brandon Kawal
Partner at Advisor Growth Strategies
Advisor Growth Strategies
Episode: RIAs Sell for Record Amounts in Orgy of Consolidation - Brandon Kawal

Hosts

Michael Batnick
Managing Partner at Ritholtz Wealth Management, co-host focusing on financial advisory and investment strategies.
Ben
Co-host with a focus on engaging discussions about financial advising and marketing strategies.
Josh Brown
Co-host and prominent financial figure, often discussing trends in wealth management and client relationships.

Reviews

4.4 out of 5 stars from 7 ratings
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    Apple Podcasts
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    Rank14exp
    Canada3 months ago

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Talking Points

Recent interactions between the hosts and their guests.

When Alts Go Bad: The BlueRock Blowup and a Liquidity Wake-Up Call
Q: What is your background covering this asset class? How did you get here?
I have a background in finance and stumbled into private markets as an investor in 2020, starting from syndicated commercial real estate.
FINNY Reveals New $150 Million Valuation!
Q: Why do you think Finny has sort of taken off this year in the way that it has?
It's a combination of a few ingredients, but really the industry was just super excited for a tool that solved an age-old problem that is growth.
How to Beat the 4% Retirement Spending Rule | Ben with Benefits
Q: What drew you into this topic in the first place?
A personal inquiry into retirement spending sparked by his wife's question on how much they can spend.
The Yield Mania: Why Investors Are All in On Income
Q: What has your attention these days regarding how advisors and their clients are deriving income?
Standard allocations to investment grade bond strategies are still popular, and innovations in the income space are focused on making it easier for investors to derive income.
The Yield Mania: Why Investors Are All in On Income
Q: Has it always been this way? Has yield always been something that advisors were looking for?
Yield being paramount has always been there, but it has intensified recently due to demographic shifts.

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Frequently Asked Questions About Talking Wealth

What is Talking Wealth about and what kind of topics does it cover?

Focused on empowering financial advisors, this series offers insights into various aspects of wealth management and financial advising. Topics frequently discussed include investment strategies, retirement planning, and the implications of technological advancements in the advisory field, particularly with artificial intelligence and automation. Unique to this series is its blend of expert opinions and practical advice, targeting both current trends within the financial services industry and the evolving relationship between advisors and their clients. Through discussions with industry experts and thought leaders, listeners are likely to gain a richer understanding of how to adapt to changes in market conditions and client expectations, enh... more

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Which podcasts are similar to Talking Wealth?

These podcasts share a similar audience with Talking Wealth:

1. Ask The Compound
2. Animal Spirits Podcast
3. The Compound and Friends
4. Facts vs Feelings with Ryan Detrick & Sonu Varghese
5. The Meb Faber Show - Better Investing

How many episodes of Talking Wealth are there?

Talking Wealth launched 3 months ago and published 45 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Talking Wealth?

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What guests have appeared on Talking Wealth?

Recent guests on Talking Wealth include:

1. Leyla Kunimoto
2. Eden Ovadia
3. Victoria Toli
4. Mark Bruno
5. Jeffrey Ptak
6. Ian Wenik
7. Kyle Busch
8. John Connell

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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