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Talking Wealth

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

Freeing Advisors to Build the Practice of Their Dreams

PublishesWeeklyEpisodes88Foundeda year ago
Number of ListenersCategories
InvestingBusinessBusiness NewsNews

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Artwork for Talking Wealth

Latest Episodes

On this episode of Talking Wealth: Josh Brown is joined by AJ Ayers, co-founder and CEO of Brooklyn Fi, to discuss how financial advisors can help clients navigate sudden wealth from IPOs and equity compensation. They cover managing concentrated stoc... more

Wealth management firms are being bought and merged at a record pace, and a generation of advisors is preparing to sell their practices. What does all this consolidation mean for advisors, and for the investors who trust them with their money?

On th... more

On this episode of Talking Wealth, Ben Carlson is joined by Christine Benz, Director of Personal Finance and Retirement Planning at Morningstar, to discuss one of the biggest fears facing retirees: what if this turns out to be a terrible time to reti... more

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

Key Facts

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Recent Guests

AJ Ayers
Co-founder and CEO of Brooklyn Fi, and author of Creative Money
Brooklyn Fi
Episode: Advising Clients Who Are About to Be Insanely Rich From IPOs With Aj Ayers of BrooklynFi
Jim Gold
Co-founder and CEO of Steward Partners
Steward Partners
Episode: “The War Is Over and the Wirehouses Lost” | Jim Gold on Wall Street’s Shakeup
Christine Benz
Director of Personal Finance and Retirement Planning at Morningstar
Morningstar
Episode: What If This Is the Worst Time to Retire?
Brent Sullivan
Author of Tax Alpha Insider blog, tax and portfolio strategy expert
Tax Alpha Insider
Episode: Is Your "Tax Alpha" About to Become an Audit?
Roger Paradiso
Executive Chairman of O'Shaughnessy Asset Management
O'Shaughnessy Asset Management / Franklin Templeton
Episode: How Direct Index Supercharges the Financial Advisor
Allison Schrager
Economist, senior fellow at the Manhattan Institute, Bloomberg Opinion columnist
Manhattan Institute; Bloomberg Opinion
Episode: Seven Reasons You’re Not Taking Enough Risk with Allison Schrager
Nick Maggiulli
Author and creator of the blog Of Dollars and Data; author of Just Keep Buying and The Wealth Ladder
Of Dollars and Data; Author
Episode: How to Help Your Clients Live a Rich Life
David Armstrong
Journalist at wealthmanagement.com who covers industry news and analyses
wealthmanagement.com
Episode: You Don't Own Your Growth
Will Bergen
Managing Director at Canvas
Canvas
Episode: Where Options Fit in the Modern Advisor’s Toolkit

Hosts

Michael Batnick
Host of Talking Wealth; frequent guest with deep experience in asset management and market commentary
Josh Brown
Host of Talking Wealth; prominent voice in wealth management and digital advisory space
Ben Carlson
Host of the show; long-time contributor in wealth management discussions

Reviews

4.5 out of 5 stars from 40 ratings
  • Please fix the intro music

    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.

    Apple Podcasts
    5
    DogonSiereht
    United States5 months ago
  • No

    No

    Apple Podcasts
    1
    Rank14exp
    Canadaa year ago

Listeners Say

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

Some listeners appreciate sponsor integrations when they're tied to useful tools for advisors.
Positive feedback on actionable industry insights and guest quality.
Audio quality issues mentioned by multiple listeners, especially at intro segments.
Audience values practical takeaways that can be implemented in real advisory work.
A few comments suggest room for improvement in production consistency.

Chart Rankings

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

Talking Points

Recent interactions between the hosts and their guests.

Advising Clients Who Are About to Be Insanely Rich From IPOs With Aj Ayers of BrooklynFi
Q: What's the most common tax mistake you see with restricted stock units or RSUs, options or any other IPO related windfall issue?
Ayers identifies under-withholding on RSUs as a major risk, particularly when double-trigger RSUs vest at an IPO. She also discusses alternative minimum tax from exercising options and the challenges of coordinating tax payments and liquidity.
Advising Clients Who Are About to Be Insanely Rich From IPOs With Aj Ayers of BrooklynFi
Q: How do you advise someone who is about to become a multimillionaire on paper with all of the emotional things that we just talked about that are part of the conversation?
Ayers recommends learning the client's goals and risk tolerance, then building a plan for the IPO, taxes, and future decisions so the client can follow it without needing to time the market perfectly.
“The War Is Over and the Wirehouses Lost” | Jim Gold on Wall Street’s Shakeup
Q: What is the state of the M&A market for advisory firms today?
Gold says advisors have more potential buyers and higher practice values than before, while many transactions go unreported because they do not involve professional investment banks. He estimates reported deal totals may capture only a fraction of the market.
“The War Is Over and the Wirehouses Lost” | Jim Gold on Wall Street’s Shakeup
Q: What does independence mean to you, given that you do have outside capital?
Gold says outside capital and independence can coexist. Steward has carefully selected patient investors, and its largest investor has no board seat or direct say over the company's management.
What If This Is the Worst Time to Retire?
Q: What do you think some of the best practices are in terms of actually spending down that portfolio?
Benz says the fixed real withdrawal approach is only a starting point. Retirees can plan for greater spending early in retirement, reduce spending later, and make major expenses and lifetime gifts part of a flexible plan.

Audience Metrics

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

Listeners per Episode
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Frequently Asked Questions About Talking Wealth

What is Talking Wealth about and what kind of topics does it cover?

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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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 a year ago and published 88 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. AJ Ayers
2. Jim Gold
3. Christine Benz
4. Brent Sullivan
5. Roger Paradiso
6. Allison Schrager
7. Nick Maggiulli
8. David Armstrong

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