Talking Wealth
The CompoundFreeing Advisors to Build the Practice of Their Dreams
| Publishes | Weekly | Episodes | 60 | Founded | 7 months ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness | |||
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Latest Episodes
On this episode of Talking Wealth, Ben Carlson is joined by Ehren Stanhope, a key leader behind OSAM’s Canvas platform, to break down how investors can create real tax alpha.
They discuss OSAM’s evolution from a quant shop to a full portfolio soluti... more
On this episode of Talking Wealth, Michael Batnick is joined by John Giovannucci to discuss a shift few in wealth management say out loud: has the advisor’s role drifted away from doing the actual work?
For years, strong markets made it easier to lo... more
On this episode of Talking Wealth, Michael Batnick is joined by Stephen Caruso, Associate Director of Wealth Management at Cerulli Associates, to unpack the rise of the RIA and the growing pains that come with scaling it.
They discuss insights from ... more
On this episode of Ben with Benefits on Talking Wealth, Ben Carlson sits down with Joe Mrak, CEO of Foundation Source, to discuss the often-overlooked role philanthropy plays in wealth management.
Joe shares his background in the nonprofit investmen... more
Key Facts
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Listeners Say
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Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #134 |  United States/Business/Investing |
Apple Podcasts | #59 |  Mexico/Business/Investing |
Apple Podcasts | #229 | Mexico/Business |
Apple Podcasts | #248 |  Chile/Business/Investing |
Talking Points
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Audience Metrics
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Frequently Asked Questions About Talking Wealth
What is Talking Wealth about and what kind of topics does it cover?
Across recent episodes, the show leans into practical, industry-level finance topics driven by wealth management, AI in finance, private credit, and housing demographics. Conversations frequently feature technology-enabled advisor workflows, innovative investment structures, and strategic growth for RIAs and asset managers, with guests ranging from fintech founders to senior researchers. A notable pattern is bridging advanced concepts (box spread loans, AI operating systems for wealth tech, GP Stakes) with concrete implications for advisors, clients, and firms. The show often highlights how technology and data shape advisory practices, product development, and market strategy, making it valuable for listeners who want actionable insights fr... more
Where can I find podcast stats for Talking Wealth?
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How many listeners does Talking Wealth get?
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What are the audience demographics for Talking Wealth?
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How many subscribers and views does Talking Wealth have?
To see how many followers or subscribers Talking Wealth has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.
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 7 months ago and published 60 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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Where can I see ratings and reviews for Talking Wealth?
Rephonic pulls ratings and reviews for Talking Wealth from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.
View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.
How do I access podcast episode transcripts for Talking Wealth?
Rephonic provides full transcripts for episodes of Talking Wealth. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.
What guests have appeared on Talking Wealth?
Recent guests on Talking Wealth include:
1. Stephen Caruso
2. Joseph Mrak
3. Shirl Penney
4. Joseph Wang
5. Rob Nance
6. Brian Moriarty
7. Eric Finnigan
8. Kevin Thompson
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.