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Talking Wealth

The Compound
Financial Advisors
Wealth Management
Financial Planning
Data Integration
Milemarker
Firm Efficiency
Investment Management
Business Analytics
Financial Advisory
Technology Adoption
Crypto
Estate Planning
Private Equity
Alternative Investments
Altruist
Custodian Services
Advisor Practices
RIA
351 Exchange Fund
Portfolio Management

Freeing Advisors to Build the Practice of Their Dreams

PublishesDailyEpisodes47Founded4 months ago
Number of ListenersCategories
InvestingBusiness

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Latest Episodes

Investment management has become strangely polarizing in the advisory industry. On one end, many “planning-led” firms treat portfolios as a commodity—something clients can DIY or outsource entirely because “markets are efficient anyway.” On the other... more

On this episode of Talking Wealth, Michael Batnick sits down with Todd Owens, Managing Partner at Cantilever to break down the rapidly growing world of GP stakes investing. They discuss why asset managers are selling minority interests in their firms... more

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

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Recent Guests

Zach Conway
Co-founder of Seeds and advocate for personalized investment management
Seeds
Episode: The Lie on Both Sides of Investment Management
Todd Owens
Expert in GP Stakes investing and a partner at Cantilever.
Cantilever
Episode: Be the GP: How to Invest in the 2 & 20
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

Hosts

Ben Carlson
Host of Talking Wealth.
Michael Batnick
Managing Partner at Ritholtz Wealth Management.

Reviews

4.4 out of 5 stars from 7 ratings
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    No

    Apple Podcasts
    1
    Rank14exp
    Canada4 months ago

Listeners Say

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Some listeners express dissatisfaction with certain episodes, feeling they don't always deliver expected depth.
The conversations are often insightful and provide actionable advice for financial professionals.

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Talking Points

Recent interactions between the hosts and their guests.

Be the GP: How to Invest in the 2 & 20
Q: What is the investing profile? If I'm to give you money, what sort of return within reason can I expect to earn and what sort of risk am I taking?
We think that we can generate a net IRR that's in and around 20 percent or approaching 20 percent, with about 8 to 10 percent yield.
Be the GP: How to Invest in the 2 & 20
Q: Why would they want to sell any of it? Why not just keep it all for themselves?
There are multiple reasons potentially to do it, such as needing growth capital to expand the business or to execute a capital restructure.
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.

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?

This podcast provides financial advisors with insightful discussions focused on building and enhancing their practices. Key topics include retirement strategies, investment trends, and effective methods for financial advising. Episodes explore contemporary challenges faced by advisors, including navigating the complexities of alternative investments and the implications of market dynamics on client relationships. A unique aspect is the inclusion of dialogue with notable guests, offering diverse perspectives from various sectors such as wealth management, technology, and finance, thereby enriching the listener's understanding of the financial landscape.

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How many listeners does Talking Wealth get?

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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. The Meb Faber Show - Better Investing
5. The Long View

How many episodes of Talking Wealth are there?

Talking Wealth launched 4 months ago and published 47 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. Zach Conway
2. Todd Owens
3. Leyla Kunimoto
4. Eden Ovadia
5. Victoria Toli
6. Mark Bruno
7. Jeffrey Ptak
8. Ian Wenik

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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