Talking Wealth
The CompoundFreeing Advisors to Build the Practice of Their Dreams
| Publishes | Weekly | Episodes | 71 | Founded | 9 months ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessInvesting | |||
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Latest Episodes
Jon Stein founded Betterment — one of the first companies to deliver real financial advice to the mass affluent at scale. Now he's back with a new company, Warmer, a platform for helping people find the right human financial advisor.
It's a fascinati... more
On this episode of Talking Wealth, Ben Carlson is joined by David Lau, founder and CEO of DPL Financial Partners. They discuss the evolving role of insurance and annuities in financial planning, why many advisors remain wary of these products, how an... more
There's never been a more disruptive moment in wealth management — and few people are shaping it more directly than my guest this week.
Jason Wenk is the founder and CEO of Altruist, the modern custodian built exclusively for RIAs that's grown into ... more
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
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Listeners Say
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Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #161 |  United States/Business/Investing |
Apple Podcasts | #29 |  Italy/Business/Investing |
Apple Podcasts | #80 | Italy/Business |
Apple Podcasts | #249 |  New Zealand/Business/Investing |
Talking Points
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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 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
Where can I find podcast stats for Talking Wealth?
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How many listeners does Talking Wealth get?
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What are the audience demographics for Talking Wealth?
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How many subscribers and views does Talking Wealth have?
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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 9 months ago and published 71 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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Where can I see ratings and reviews for Talking Wealth?
Rephonic pulls ratings and reviews for Talking Wealth from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.
View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.
How do I access podcast episode transcripts for Talking Wealth?
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What guests have appeared on Talking Wealth?
Recent guests on Talking Wealth include:
1. David Lau
2. Jason Wenk
3. Sarah Solomon
4. Aaron Dillon
5. Jeremy Schwartz
6. Brent Sullivan
7. Manish Khatta
8. Michael Kitces
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.