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Talking Wealth

The Compound
Financial Advisors
Wealth Management
Financial Planning
Artificial Intelligence
Investment Management
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
Financial Literacy
Behavioral Finance
Compliance
Cybersecurity

Freeing Advisors to Build the Practice of Their Dreams

PublishesWeeklyEpisodes68Founded9 months ago
Number of ListenersCategories
BusinessInvesting

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Artwork for Talking Wealth

Latest Episodes

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

SpaceX just filed to go public, and this isn't just another IPO — it's shaping up to be the biggest one in history. The company is targeting a valuation around $1.75 trillion and looking to raise as much as $75 billion, which would make it roughly th... more

On this episode of Talking Wealth, we’re going to talk about one of the biggest challenges advisors face in portfolio construction: How do you improve diversification and add alternative return streams without sacrificing your core equity and bond ex... more

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

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Kitces and Carl - Real Talk for Real Financial AdvisorsMichael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Recent Guests

Aaron Dillon
Private markets veteran, involved in pre-IPO equities and ETF/secondary markets
Aaron Dillon / AG Dillon (private markets advisor)
Episode: SpaceX is The Hottest IPO Ever - Here’s Everything Advisors Need To Know
Jeremy Schwartz
Head of Research and Portfolio Strategy at WisdomTree
WisdomTree
Episode: Jeremy Schwartz on Rethinking the 60/40 Portfolio
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

Hosts

Michael Batnick
Host of Talking Wealth
Downtown Josh Brown
Host of Talking Wealth

Reviews

4.6 out of 5 stars from 17 ratings
  • No

    No

    Apple Podcasts
    1
    Rank14exp
    Canada9 months ago

Listeners Say

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

Insightful, data-driven discussions that unpack industry trends for practitioners.
Strong guest lineup with practical, implementable strategies.
Useful for comparing platforms and understanding evolving advisor ecosystems.
Could be dense for new listeners; benefits seasoned advisors seeking depth.
Dives into complex topics with actionable guidance for wealth managers.

Chart Rankings

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Talking Points

Recent interactions between the hosts and their guests.

Jeremy Schwartz on Rethinking the 60/40 Portfolio
Q: Are there specific examples of how this works for international exposure or other overlays?
Yes, WisdomTree offers US, international, and emerging markets overlays with adjusted leverage, including international stock overlays and long-short machines, to complement the core US allocation without abandoning the core investment thesis.
Jeremy Schwartz on Rethinking the 60/40 Portfolio
Q: What's the basic idea behind the levered 60-40 using futures, and how does it interact with the core stock and bond allocation?
The levered 60-40, or 90-60 in some variants, uses bond futures to create leverage on the bond side, freeing up capital to invest in additional diversifiers while keeping the core equity exposure intact and aiming for better overall risk-adjusted returns.
Jeremy Schwartz on Rethinking the 60/40 Portfolio
Q: So how does the shared CIO or model portfolio approach work when partnering with RIAs?
WisdomTree builds model portfolios and provides a 30-person global research team to support advisors who may not have in-house research, enabling implementation assistance, trading support, and onboarding through partners like Corus for model trading.
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.

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

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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 9 months ago and published 68 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. Aaron Dillon
2. Jeremy Schwartz
3. Brent Sullivan
4. Manish Khatta
5. Michael Kitces
6. Joe Mallen
7. Louis Diamond
8. Ehren Stanhope

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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