Wealth Actually

Recent Episodes

Ep.79 (BONUS) HORROR AUTHOR, JIM HARBERSON

Posted March 22, 2021 • 00:40:08

This podcast is off the beaten path from the usual wealth topics, but it's no less a story of perseverance and vision. It's a thrill to talk to my friends...

EP.78 HUMAN CAPITAL IN FAMILY BUSINESSES with LEONORA WILLIAMSON

Posted March 15, 2021 • 00:34:47

On the referral of a colleague, I interviewed the Nashville-based, LEONORA WILLIAMSON. She is an expert in family business dynamics, corporate citizenship...

EP.77 CAPITAL ALLOCATORS with TED SEIDES

Posted March 3, 2021 • 00:47:09

I'm thrilled to have Ted Seides on the show to discuss his new BOOK, his wildly successful PODCAST, his FIRM'S media and coaching focus and the world...

EP.76 CITIZENSHIP DIVERSIFICATION with DAVID LESPERANCE

Posted February 10, 2021 • 00:35:14

I see the concept of locating wealth and assets at the state level all the time for a variety of reasons . . . There has been only occasional talk of...

EP.75 INDIVIDUAL TRUSTEESHIP with MARGUERITE LORENZ

Posted January 27, 2021 • 00:30:57

The 75th "Wealth Actually" Podcast . . . Wow . . . it seems like I just started this project a few months ago. It has been 4 and a half years since...