Wealth Actually

Recent Episodes

EP-118 (BONUS) COVID and THE FUTURE OF PLAGUE RESPONSE with PROF. POLLY PRICE

Posted May 27, 2022 • 00:21:07

Two years after its onset, the world's response to the COVID-19 Pandemic will be generational event studied for years. It is a reminder that tail risk...

EP-117 RETHINKING CLIENT LONGEVITY in WEALTH MANAGEMENT with CHRIS HEYE, PhD

Posted May 12, 2022 • 00:20:50

Today, I have a challenging discussion with Dr. CHRIS HEYE, PhD, founder of WHEALTHCARE SOLUTIONS. We talk about the issues of older age on decision-making...

EP-116 WEALTH CYBERSECURITY with TOMMY RAGSDALE

Posted May 5, 2022 • 00:27:36

For advisers dealing with wealth management clients, cybersecurity is a necessary conversation. The wealthy are clamoring for digital protection. ...

EP-115 DISRUPTION IN WEALTH MANAGEMENT with MATTHIAS KUHLMEY

Posted April 26, 2022 • 00:27:25

The Wealth Management Industry is in the midst of massive demographic change. Business models are evolving, old entrants are retiring or merging, technology...

EP-114 LOS ANGELES REAL ESTATE with SHELTON WILDER

Posted April 21, 2022 • 00:37:50

SHELTON WILDER will be the first to tell you that the Los Angeles Residential Real Estate Market is no joke. Building a successful practice in the...