
Freeing Advisors to Build the Practice of Their Dreams
| Publishes | Weekly | Episodes | 85 | Founded | a year ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusinessBusiness NewsNews | |||

On this episode of Talking Wealth, Josh Brown joins Jason Wenk, founder and CEO of Altruist, live on stage in Brooklyn as they interview each other about how Josh first wrote off Altruist as just another new custodian, why being early to a platform m... more
On this episode of Talking Wealth, Michael Batnick is joined by Brent Sullivan, author of Tax Alpha Insider, to discuss the growing scrutiny around tax-aware investing strategies. They break down new Treasury and IRS guidance targeting Section 351 ET... more
On this episode of Talking Wealth, Josh Brown is joined by Roger Paradiso, Executive Chairman at O’Shaughnessy Asset Management, to discuss: how advisors can use custom client portfolios, how to use different technologies to solve for difficult situa... more
On this episode of Talking Wealth, Josh Brown is joined by economist and author Allison Schrager to discuss her new book Worth the Risk and why Americans have become more risk-averse even as the world has become safer and more economically abundant. ... more
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Love the content but every time I start to listen and hear the title music, it sounds so loud and garbled the voice of who ever is hosting. Keep up the great content.
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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.
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Apple Podcasts | #206 |
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Listeners, social reach, demographics and more for this podcast.
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Listeners are drawn to practical, advisor-focused finance content that combines industry-insight with real-world applications. Episodes frequently explore custodial shifts, advisor technology, and the evolving platform landscape, often tying these trends to how RIAs grow, how AI augments planning, and how new products (ETFs, annuities, private markets) reshape client conversations. A notable strength is the mix of practitioner stories, data-backed debates, and sponsor-driven tooling discussions, which helps listeners understand how to implement changes in their own practices. The show tends to feature high-caliber guests from wealth management, FinTech, and asset management, and maintains a strong emphasis on independence, platform strategi... more
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5. Kitces and Carl - Real Talk for Real Financial Advisors
Talking Wealth launched a year ago and published 85 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. Brent Sullivan
2. Roger Paradiso
3. Allison Schrager
4. Nick Maggiulli
5. David Armstrong
6. Will Bergen
7. Robb Baldwin
8. Joseph Moore
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