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Artwork for Wealth Actually

Wealth Actually

Frazer Rice
Wealth Management
U.S. Presidents
Loper Bright Case
Financial Institutions
Washington Commanders
Taxation
Marketing
Night Moves
Estate Settlement
IRS
Entrepreneurship
Congestion Pricing
American Government
Civics
Trump Tariffs
Family Offices
Artificial Intelligence
Chevron Doctrine
Administrative Law
Herbert Hoover

Covering the issues that affect business, entrepreneurship, wealth, trusteeship and culture.

PublishesTwice monthlyEpisodes188Founded10 years ago
Number of ListenersCategories
BusinessInvestingEntrepreneurship

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Artwork for Wealth Actually

Latest Episodes

In this conversation on “TAX ALPHA”, Frazer Rice and BRENT SULLIVAN (of TAX ALPHA INSIDER) delve into the complexities of tax awareness in investing, focusing on capital gains, income tax, and various strategies for tax efficiency. They discuss the i... more

In this conversation, Frazer Rice and PAUL HOOD delve into the evolving role of trustees, particularly in the context of Delaware’s new Well-Being Trust Statute. They discuss the broader responsibilities of trustees beyond mere asset management, emph... more

We go inside the the enormity, complication, and notoriety of the BEZOS PRE-NUP AGREEMENT with divorce attorney, MARILYN CHINITZ of BLANK ROME.

youtu.be/nMMp6He056Y

open.spotify.com/episode/39KMPMRhwGfYbdZVMJHEan?si=36c5c8a927bf4a6f... more

NICK MAGGIULLI, successful author of “Just Keep Buying” has a new book out called “THE WEALTH LADDER.” It’s a well done framework on how one’s relationship with money has to change as they move up the different strata of money and spending. We get in... more

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Recent Guests

Tim Plunkett
Founder and managing partner of Plunkett PLLC, specializing in AI governance and risk management for family offices
Plunkett PLLC
Episode: FAMILY OFFICE AI
Barry Ritholtz
Author and financial commentator
Episode: HOW NOT TO INVEST
Lindsey Cormack
Professor at Stevens Institute of Technology and author of How to Raise a Citizen
Episode: CIVICS
Nicole Gelinas
Expert on urban planning and New York City transport issues
Manhattan Institute
Episode: CONGESTION PRICING
Chuck Redig
Former IRS Commissioner and Tax Controversy expert
Chamberlain Hrdlicka
Episode: THE IRS
Brad Mindich
Founder and operator of Invenium
Invenium
Episode: PRESERVING LEGACIES
Joel Schoenmeyer
Trust and estate attorney and wealth strategy expert
Fifth Third Bank
Episode: ESTATE SETTLEMENT
Dr. Daniel Crosby
PhD psychologist and author of 'The Soul Of Wealth'
Episode: THE SOUL OF WEALTH
Jared Dillian
Author and financial newsletter writer
DW Publishing, author of Night Moves
Episode: NIGHT MOVES

Host

Frazer Rice
Host specializing in wealth management and investment strategies, with a background as a chief operating officer and wealth strategist.

Reviews

4.8 out of 5 stars from 32 ratings
  • Spot On

    Rice always seems to be a bit ahead of the curve in finding current topics and the right people to talk about them. Great guests and a clearly knowledgeable host.

    Apple Podcasts
    5
    Pandamantic
    United States2 years ago
  • Learn something interesting every time

    Well organized and entertaining show on broad range of investment and financial topics. Worth your time

    Apple Podcasts
    5
    Gfp76
    United States4 years ago
  • Great Show

    Great show, awesome host, give it a listen.

    Apple Podcasts
    5
    Roman Prokopchuk
    United States6 years ago
  • This podcast is great!

    Frazer is a fantastic host. The podcast is informative and helpful!

    Apple Podcasts
    5
    Kevin Y of Life Plus Up
    United States6 years ago
  • Legit podcast

    You gained a subscriber! Keep up the good work

    Apple Podcasts
    5
    EGN-R
    Canada6 years ago

Listeners Say

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

There is a noted emphasis on practical advice and strategies for wealth management, attracting diverse professionals.
Listeners appreciate the depth of expertise offered through guest discussions, highlighting the informative nature of the content.
Listeners value the combination of financial insights with broader societal themes, making the content relevant beyond just monetary discussions.
Audience feedback often highlights the host's competencies in guiding conversations with knowledgeable guests.

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Talking Points

Recent interactions between the hosts and their guests.

HOW TO RETIRE
Q: What do you think about dry runs?
Doing a sabbatical or a dry run can help individuals understand what their days would feel like in retirement, allowing them to build balance into their lives.
RIA MARKETING
Q: What does success look like in marketing from your standpoint?
Marketing success can differ by client but generally involves a mix of visibility, engagement, and ultimately, revenue.
RIA MARKETING
Q: How do you think about the differences in marketing for financial institutions compared to other sectors?
Heft emphasizes the specific constraints due to regulations and the need for tailored marketing to differentiate financial products.
HOW NOT TO INVEST
Q: How do we find the book?
You can visit how not to invest book.com or find it everywhere including Barnes and Noble and Amazon.
ALL THE PRESIDENTS’ MONEY
Q: Were there any surprising stories from the presidents that you found compelling?
Megan shares the story of Herbert Hoover, emphasizing his early financial education and how his experiences shaped his understanding of wealth and community.

Audience Metrics

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

Listeners per Episode
Gender Skew
Location
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Frequently Asked Questions About Wealth Actually

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

Content largely pivots around wealth management, entrepreneurship, and various aspects of business culture. Topics of interest include the implications of artificial intelligence in wealth management, common pitfalls in investing, civic engagement in education, urban planning challenges, and innovative marketing strategies for financial institutions. The discussions often involve expert guests who provide insights into their respective fields, including finance, legal frameworks, education, and urban development, making it a comprehensive resource for listeners interested in understanding the multifaceted intersections between wealth, policy, and society. This podcast probably distinguishes itself by combining practical financial discussion... more

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Which podcasts are similar to Wealth Actually?

These podcasts share a similar audience with Wealth Actually:

1. The Meb Faber Show - Better Investing
2. Capital Allocators – Inside the Institutional Investment Industry
3. The Perfect RIA
4. Flirting with Models
5. Excess Returns

How many episodes of Wealth Actually are there?

Wealth Actually launched 10 years ago and published 188 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 Wealth Actually?

Recent guests on Wealth Actually include:

1. Tim Plunkett
2. Barry Ritholtz
3. Lindsey Cormack
4. Nicole Gelinas
5. Chuck Redig
6. Brad Mindich
7. Joel Schoenmeyer
8. Dr. Daniel Crosby

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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