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Talking Wealth

The Compound
Financial Advisors
Wealth Management
Financial Planning
Artificial Intelligence
Investment Management
Investment Strategies
Retirement Planning
Indexed Universal Life Insurance
Private Equity
Kyle Busch
Social Security
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

PublishesWeeklyEpisodes81Foundeda year ago
Number of ListenersCategories
InvestingBusinessBusiness NewsNews

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Artwork for Talking Wealth

Latest Episodes

On this episode of Talking Wealth, Ben Carlson is joined by Nick Maggiulli of Of Dollars and Data to discuss the growing popularity of tax-aware long/short strategies and when they actually make sense for investors. They break down tax-loss harvestin... more

On this episode of Talking Wealth, Michael Batnick is joined by David Armstrong from WealthManagement.com to discuss two stories that reveal the risks of building your business on platforms you don’t control. They break down the controversy surroundi... more

On this episode of Talking Wealth, Ben Carlson is joined by Will Bergen from Canvas to discuss the Canvas Managed Options program to break down how advisors can use managed options strategies to address real-world client needs—from generating increme... more

On this episode of Talking Wealth, Michael Batnick sits down with Robb Baldwin, CEO of TradePMR, to discuss the evolution of the RIA custody business and what comes next now that TradePMR is part of Robinhood.

Robb shares the story behind founding T... more

Key Facts

Accepts Guests
Accepts Sponsors
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Number of Listeners
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Recent Guests

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
Robb Baldwin
CEO/Founder, TradePMR (acquired by Robinhood)
TradePMR / Robinhood
Episode: 27 Million Clients Walk Into an RIA
Joseph Moore
Author of How to Get Rich in American History
Author/Historian
Episode: Your Client Is Rich in Real Estate. Now What?
Tobias Salinger
Chief Correspondent at Financial Planning
Financial Planning
Episode: How Much AUM do you need to start an RIA?
Bob Pozen
Senior lecturer at MIT Sloan School of Management; former asset manager
MIT Sloan School of Management
Episode: Is the 60/40 Portfolio Too Conservative? | Ben with Benefits
James Seyffart
Bloomberg Intelligence analyst
Bloomberg Intelligence
Episode: The ETF Industry Has Lost Its Mind
Brian Portnoy
Founder and CEO of Shaping Wealth
Shaping Wealth
Episode: How to Become a Better Financial Advisor
Onur Erzan
President of AllianceBernstein, leads Bernstein Private Wealth Management
AllianceBernstein / Bernstein Private Wealth
Episode: How to Advise the Wealthiest Families in America with Onur Erzan

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 States3 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.

27 Million Clients Walk Into an RIA
Q: What is your role with the company now? Or is it the same after the Robinhood deal?
Robb clarifies that he oversees the wealth division within the TradePMR by Robinhood organization, continuing leadership roles and driving integration and strategy.
27 Million Clients Walk Into an RIA
Q: I'd love to hear from you. Why don't we start here? Let's start with the backstory. Why did you start TradePMR and where are you today?
Robb explains that the motivation was to create a custodian focused on advisory, not retail, and to leverage technology gaps left by traditional custodians. He describes the evolution from earlier platforms, the challenges with data, and the shift toward empowering advisors with better tools and more tailored services.
Your Client Is Rich in Real Estate. Now What?
Q: What surprised you most about past investment advice versus modern thinking?
The biggest surprise is how macro shifts—deflation, inflation, and policy changes—can render decades of conventional wisdom obsolete in a short span, forcing investors to rethink strategies like 60-40 bonds and stock bets when inflation and interest rates move in unexpected ways.
Jon Stein Built Betterment. Here's What He's Building Now
Q: Why did you think there was an opportunity to do what has been done before?
Jon explains that the market lacked a scalable, high‑quality match system that could connect clients with the right advisor across niches, and that modern data and AI capabilities enable better discovery, evaluation, and outcomes for both clients and advisors.
How to Advise the Wealthiest Families in America with Onur Erzan
Q: What is the role of the wealth manager in the modern era, and how has it evolved with UHNW clients?
The host asks about how trust, high-quality teams, and a holistic, holistic, client-centered approach have become essential as client profiles diversify and wealth increases in complexity.

Audience Metrics

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

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

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. Kitces and Carl - Real Talk for Real Financial Advisors

How many episodes of Talking Wealth are there?

Talking Wealth launched a year ago and published 81 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. David Armstrong
2. Will Bergen
3. Robb Baldwin
4. Joseph Moore
5. Tobias Salinger
6. Bob Pozen
7. James Seyffart
8. Brian Portnoy

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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