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Talking Wealth

The Compound
Financial Advisors
Wealth Management
Financial Planning
Investment Management
Artificial Intelligence
Investment Strategies
Indexed Universal Life Insurance
Private Equity
Kyle Busch
Social Security
Retirement Planning
Asset Management
Income Lab
Data Integration
Pacific Life
AI In Finance
Behavioral Finance
Financial Literacy
Compliance
Cybersecurity

Freeing Advisors to Build the Practice of Their Dreams

PublishesWeeklyEpisodes65Founded8 months ago
Number of ListenersCategories
BusinessInvesting

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Artwork for Talking Wealth

Latest Episodes

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

On this episode of Talking Wealth, Downtown Josh Brown is joined by Manish Khatta, CEO of Potomac Fund Management, to discuss what it really takes to build a modern asset management firm in today’s advisory landscape. They talk about growing Potomac ... more

On this episode of talking Wealth, Michael Kitces joins Michael Batnick to separate what's real from what's hype in AI's impact on wealth management. Is technical expertise really being commoditized, or is this robo advisor redux? They discuss the fu... more

On this episode of Talking Wealth, Ben Carlson is joined by Joe Mallen, CEO of Modelist, to discuss how financial advisors can scale their investment process while maintaining control.

They cover how Modelist helps advisors build and manage custom p... more

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Recent Guests

Brent Sullivan
Tax Alpha Insider Substack writer; expert on tax-aware investing and long-short strategies
Tax Alpha Insider
Episode: The Tax-Loss Machine: How Long-Short Took Over Wealth Management
Manish Khatta
CEO and CIO of Potomac Fund Management
Potomac Fund Management
Episode: Crushing Skulls in the Asset Management Biz with Manish Khatta (Potomac)
Michael Kitces
Financial planning expert and thought leader
Kitces.com
Episode: Are Financial Advisors Dead? Michael Kitces Weighs In
Joe Mallen
CEO of Modelist
Modelist
Episode: How to Improve Client Portfolios
Louis Diamond
CEO of Diamond Consultants
Diamond Consultants
Episode: Recruiting Expert Louis Diamond on Why the Market for Advisor Talent Is on Fire
Ehren Stanhope
Chief Investment Strategist at O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Episode: How to Create Tax Alpha
John Giovannucci
Guest speaker discussing industry shifts and perspectives on the advisor role
Montecito Medical (based in Nashville)
Episode: Death of the Advisor
Stephen Caruso
Associate Director of Wealth Management at Cerulli Associates
Cerulli Associates
Episode: The $3.9 Trillion Land Grab
Joseph Mrak
CEO of Foundation Source, provider of infrastructure for modern philanthropy in wealth management
Foundation Source
Episode: The Missing Layer in Wealth Management

Host

Michael Batnick
Host of Talking Wealth; long-standing voice in finance and wealth management; associated with Ritholtz Wealth Management in some listings.

Reviews

4.6 out of 5 stars from 17 ratings
  • No

    No

    Apple Podcasts
    1
    Rank14exp
    Canada8 months ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Guests often bring real-world perspectives on wealth tech and investments.
Some episodes are dense with industry jargon, which may challenge new listeners.
Shows depth and practical finance insights from industry practitioners.
Patrons appreciate actionable takeaways for advisory practices.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

The Tax-Loss Machine: How Long-Short Took Over Wealth Management
Q: What is the story behind Parametric and Imperio, and how did they influence the direct indexing space?
Brent explains Parametric as an early progenitor of direct indexing, with Imperio in the mix, and notes how both were eventually absorbed by larger practices, shaping the evolution of direct indexing and related tax management tools.
The Tax-Loss Machine: How Long-Short Took Over Wealth Management
Q: Brent, tell us about your background and help us set the table for the conversation we're going to have. Where did you first get introduced to this idea of tax aware investing?
Brent describes a path from PIMCO through Parametric, diving into tax management mechanics and eventually focusing on Tax Alpha investing; he explains his journey into tax-aware investing and how it led to founding his own focus area and conference.
Crushing Skulls in the Asset Management Biz with Manish Khatta (Potomac)
Q: What does an advisor usually need to see before they allocate to a boutique asset manager they haven't heard of?
Transparency and evidence of how money is actually managed, including open discussions about trading, inputs, and the underlying systems, which lowers advisors' guard and builds trust.
Crushing Skulls in the Asset Management Biz with Manish Khatta (Potomac)
Q: At what point did you realize you were actually building something and not just working somewhere?
Manish describes a lifelong dream of ownership and outlines how taking over allowed him to align the business with a growth-focused vision, reinvest in the company, and structure it for scale.
How to Improve Client Portfolios
Q: What does onboarding look like for an advisor who wants to implement these models?
We begin with a discovery process, offer training and sales collateral, and provide sample models and client accounts to illustrate the program before signing up, ensuring a clear path and relationships are well understood.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
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Household Income
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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

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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. Kitces and Carl - Real Talk for Real Financial Advisors

How many episodes of Talking Wealth are there?

Talking Wealth launched 8 months ago and published 65 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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What guests have appeared on Talking Wealth?

Recent guests on Talking Wealth include:

1. Brent Sullivan
2. Manish Khatta
3. Michael Kitces
4. Joe Mallen
5. Louis Diamond
6. Ehren Stanhope
7. John Giovannucci
8. Stephen Caruso

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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