Wealth Actually

Recent Episodes

EP.74 A LOOK INTO 2021 with Investment Banker, EUAN RELLIE

Posted January 17, 2021 • 00:31:38

EUAN RELLIE is on the podcast today. We went around the world in half an hour and probably could have solved the worlds problems over drinks if we...

EP.73 AVOIDING “SHIRTSLEEVES TO SHIRTSLEEVES” with DAVID C. WELLS, JR.

Posted January 13, 2021 • 00:45:36

Occasionally, I get to speak with someone in the industry that both affirms my experiences, but also pushes my thinking and worldview. DAVID C WELLS...

EP.72 CYBERSECURITY for 2021 with CHRIS OTT

Posted December 16, 2020 • 00:40:58

Here is the first video foray for the "Wealth Actually" podcast (a bit by accident! We had to switch formats midstream . . . so I decided to experiment...

EP.71 COURT TENNIS with HAVEN PELL

Posted December 14, 2020 • 00:25:39

After a slew of podcasts about structuring, estate planning, investment themes and politics, I thought it would be fun to dive into a sport with a long,...

Ep.70 ESG INVESTING with JOHN ROSENBERG

Posted November 23, 2020 • 00:33:08

For a few years, the wealth advisory and asset management worlds have been captivated by three letters . . . ESG: Environmental, Social, and Governance....