
Freeing Advisors to Build the Practice of Their Dreams
| Publishes | Weekly | Episodes | 81 | Founded | a year ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusinessBusiness NewsNews | |||

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
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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 | #114 |
Recent interactions between the hosts and their guests.
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 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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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
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