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Artwork for Wealth Actually

Wealth Actually

Frazer Rice
Wealth Management
Estate Planning
Trusts
U.S. Presidents
Artificial Intelligence
Loper Bright Case
Health Care
Washington Commanders
Taxation
Financial Institutions
Risk Management
New Orleans
Qualified Small Business Stock
Congestion Pricing
Entrepreneurship
Night Moves
Trump Tariffs
Family Offices
IRS
Caregiving

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

PublishesTwice monthlyEpisodes206Founded11 years ago
Number of ListenersCategories
InvestingBusinessEntrepreneurship

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Artwork for Wealth Actually

Latest Episodes

The New CEO Social Media Playbook: Communications Strategies in the Digital Age for the Modern CEO. In this episode, TED MERZ from Principals Media discusses the seismic shifts in corporate communications, exploring how CEOs can build authentic visib... more

ALEXANDRIA SEYDEL from Ripples Edge Advisors shares expert strategies on “getting the business ready to sell.” We focus on exit planning and getting the most value out of the transaction. Discover how early planning, owner mindset, and strategic posi... more

In a world of noise and distraction, there is a trend in “Bringing Simplicity Back To Investing.” RICK FERRI and I talk about why it’s important for investments and why it’s important for individuals. You’re going to leave here understanding a new fr... more

This interview explores the critical importance of managing digital assets in estate planning, highlighting the challenges of digital inheritance, account access, and cybersecurity risks. TATYANA THURSTON and NATALIA PARKER share insights on creating... more

Key Facts

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Number of Listeners
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Recent Guests

Rick Ferri
Investment professional and author discussed as guest on the show
Independent investment advisor; author
Episode: Bringing Simplicity Back to Investing
Tatiana Thurston
Co-founder of Dexit Plan, digital estate planning expert
Dexit Plan
Episode: DIGITAL ASSETS ESTATE PLANNING
Natalia Parker
Co-founder of Dexit Plan, digital asset planning advocate
Dexit Plan
Episode: DIGITAL ASSETS ESTATE PLANNING
Brady Weller
QSBS rollover expert who advises founders on rollovers and entity structuring
qsbsrollover.com
Episode: QSBS ROLLOVERS
John Samuels
Author of Wealthcare; founder and operator of Wellworth
Wellworth Advisors
Episode: Health as an Asset Class
Julia Carreon
Author and litigation plaintiff discussing experience with Wells Fargo
Author of Walking on Broken Glass
Episode: THE FIGHT AGAINST GASLIGHTING IN THE WORKPLACE
Jennifer McCloskey
Delaware attorney, trust and estates lawyer
Zelvin & Associates (Delaware)
Episode: THE TRUSTEE CRISIS: Navigating the Challenges
Bram Weinstein
Voice of the Washington Commanders and head of Empire Media
Empire Media
Episode: SPORTS MEDIA FOR ENTREPRENEURS
Michael Arlein
Partner at Patterson Belknap, Webb & Tyler; advisor to founders on QSBS and tax implications
Patterson Belknap, Webb & Tyler
Episode: QSBS for FOUNDERS

Host

Frazer Rice
Host known for extensive experience in wealth management and entrepreneurship, with a focus on practical applications of financial strategy.

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.

Reviews suggest that the show consistently features high-quality guests and topics that are timely and pertinent, keeping listeners informed about important developments in finance and governance.
Listeners appreciate the insightful and informative discussions, often highlighting the expertise and quality of content. Many commend the engaging host and the well-structured episodes, finding them to be not only educational but also highly relevant to current financial topics.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

TAX ALPHA
Q: How do you think about it? How do you get your framework around what people are trying to avoid when they're dealing with investable portfolios?
The framework starts with separating capital gains from ordinary income, then recognizing four capital-gains quadrants (short-term and long-term, gains and losses), and finally integrating asset location and timing to optimize after-tax results, especially for advisors targeting high net worth clients.
IS THE CIO DRAGGING DOWN THE FAMILY OFFICE’S PERFORMANCE?
Q: What are practical steps to staff and sustain a CIO function in a growing family office over the first 5–10–20 years?
Invest in human capital with market-rate compensation, establish a formal bonus and equity-like incentive structure tied to deal execution and alpha generation, use external advisers and recruiters for compensation design, and rely on robust tech tools to reduce manual burdens so the CIO can focus on value-adding activities.
IS THE CIO DRAGGING DOWN THE FAMILY OFFICE’S PERFORMANCE?
Q: What happens when the founder's personality clashes with professional management in terms of deal flow versus asset allocation?
The tension often arises from differing risk appetites and cognitive biases. The CIO needs a clear framework for decision rights, escalation paths, and alignment of incentives, plus a plan for governance that preserves legacy while enabling growth beyond a single-family office if desired.
IS THE CIO DRAGGING DOWN THE FAMILY OFFICE’S PERFORMANCE?
Q: How do you delineate duties between asset allocation and deal flow, and where does the CIO fit in as the organization grows?
It depends on the size and structure of the family office, balancing internal resources, external partnerships, and the fiduciary responsibilities. As scale increases, insourcing vs. outsourcing becomes a strategic decision, and the CIO's role should be supported with proper processes, governance, and compensation to ensure risk is mitigated while allowing alpha generation through direct investments or SPVs.
THE WEALTH LADDER
Q: What was the gist of the book and how should strategy change over time?
The book argues that as people accumulate wealth, their objectives and spending tolerance evolve, so the optimal financial strategy should adapt across different wealth levels rather than sticking to a single method. The pathway becomes a structured ladder with different approaches at each rung.

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 Wealth Actually

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

Content focuses on various topics related to wealth management, entrepreneurship, and family governance. Key discussions often explore the role of artificial intelligence in family office practices, the intricacies of investment strategies, and the challenges of navigating taxation and estate planning. The content is enriched by expert guest interviews who provide insights on diverse subjects such as urban planning, civics education, and legacy preservation. This podcast is distinguished by its combination of investment themes and broader societal issues, making it a valuable resource for listeners interested in not only managing their wealth but also understanding the wider cultural and economic ramifications of their financial choices.

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How many listeners does Wealth Actually get?

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What are the audience demographics for Wealth Actually?

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How many subscribers and views does Wealth Actually have?

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Which podcasts are similar to Wealth Actually?

These podcasts share a similar audience with Wealth Actually:

1. Animal Spirits Podcast
2. Invest Like the Best with Patrick O'Shaughnessy
3. The a16z Show
4. The Long View
5. The Morgan Housel Podcast

How many episodes of Wealth Actually are there?

Wealth Actually launched 11 years ago and published 206 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 Wealth Actually?

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Where can I see ratings and reviews for Wealth Actually?

Rephonic pulls ratings and reviews for Wealth Actually from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.

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What guests have appeared on Wealth Actually?

Recent guests on Wealth Actually include:

1. Rick Ferri
2. Tatiana Thurston
3. Natalia Parker
4. Brady Weller
5. John Samuels
6. Julia Carreon
7. Jennifer McCloskey
8. Bram Weinstein

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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