
Freeing Advisors to Build the Practice of Their Dreams
| Publishes | Weekly | Episodes | 68 | Founded | 9 months ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessInvesting | |||

On this episode of Talking Wealth, Josh Brown and Sarah Solomon discuss why financial planners are reporting record-high compensation and job satisfaction, Robinhood's aggressive expansion into wealth management and advisor recruiting, and how SpaceX... more
SpaceX just filed to go public, and this isn't just another IPO — it's shaping up to be the biggest one in history. The company is targeting a valuation around $1.75 trillion and looking to raise as much as $75 billion, which would make it roughly th... more
On this episode of Talking Wealth, we’re going to talk about one of the biggest challenges advisors face in portfolio construction: How do you improve diversification and add alternative return streams without sacrificing your core equity and bond ex... more
On this episode of Talking Wealth, Michael Batnick is joined by Brent Sullivan to discuss the rise of tax-aware long-short investing and how it’s changing wealth management. They cover direct indexing, 130/30 and 250/150 strategies, why traditional t... more
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Key themes from listener reviews, highlighting what works and what could be improved about the show.
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #127 | |
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Apple Podcasts | #173 | |
Apple Podcasts | #230 |
Recent interactions between the hosts and their guests.
Listeners, social reach, demographics and more for this podcast.
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This show centers financial advisor strategy, portfolio construction, and wealth-management technology, with a strong emphasis on practical tools, industry shifts, and advisor enablement. Recent episodes mix discussions of mega IPO dynamics (SpaceX), capital-efficient and tax-aware investing, platform plays for advisor autonomy, and the evolving role of AI in wealth tech. Notable strengths include access to practitioner-focused insights from asset managers, fintech founders, and research-driven thinkers, plus a clear bias toward tangible takeaways for RIAs and independent advisors. This makes it a compelling listen for listeners who want concrete frameworks, vendor perspectives, and strategic context to grow advisory practices, optimize cli... more
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4. Facts vs Feelings with Ryan Detrick & Sonu Varghese
5. Kitces and Carl - Real Talk for Real Financial Advisors
Talking Wealth launched 9 months ago and published 68 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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Recent guests on Talking Wealth include:
1. Aaron Dillon
2. Jeremy Schwartz
3. Brent Sullivan
4. Manish Khatta
5. Michael Kitces
6. Joe Mallen
7. Louis Diamond
8. Ehren Stanhope
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