Wealth Actually

Recent Episodes

Ep.84 THE TAX BENEFITS OF PUERTO RICO with GRANT THORNTON’S MARIA RIVERA

Posted June 12, 2021 • 00:33:40

Puerto Rico is a jurisdiction that excites the imaginations of wealth planners. It has interesting attributes for American citizens that other non-U.S....

Ep.83 COLLEGE ADMISSIONS TODAY with SARA HARBERSON

Posted April 27, 2021 • 00:33:00

https://www.amazon.com/Soundbite-Admissions-Secret-College-Beyond/dp/0306874830/ Sara Harberson, America's College Counselor, is a nationally recognized...

EP.82 NAVIGATING CRUCIAL WEALTH CONVERSATIONS with BRITTAIN PRIGGE

Posted April 13, 2021 • 00:30:52

*(5/30/21 UPDATE: A FULL TRANSCRIPT IS UNDERNEATH THE OUTLINE). In this podcast, I spend some time speaking with wealth management industry expert,...

EP.81 INTEREST RATE VOLATILITY and INFLATION RISK with IVOL’S NANCY DAVIS

Posted April 9, 2021 • 00:30:32

This was an opportunity to speak with an amazingly accomplished portfolio manager and entrepreneur. Right now, the specter of interest rate volatility,...

EP.80 DIRECT INDEXING with LISA GOLDBERG, PhD

Posted March 28, 2021 • 00:22:12

I think direct indexing is going to be a major innovation in the world of wealth and asset management. It will help the RIA and wealth management world...