Wealth Actually

Recent Episodes

EP.69 EMERGING MARKETS, DISORDER and INVESTING with PHILIP READE

Posted November 17, 2020 • 00:32:30

It's important to speak to people who are having success exploiting other asymmetries. Many opportunities come when the world devolves into chaos....

Ep.68 ESTATE and CHARITABLE PLANNING for 2021 with New York Attorney, JORY BARD ZIMMERMAN

Posted November 9, 2020 • 00:43:26

The election is finally past us and for wealth advisors the work and the uncertainty is probably just beginning. JORY BARD ZIMMERMAN joins us to discuss...

Ep.67 – WOMEN and VIDEO GAME CULTURE with REBECCA DIXON

Posted October 25, 2020 • 00:35:18

https://thegamehers.com/ Video games were a formative part of my upbringing, but I have gotten away from them since my Atari 2600 and Nintendo/Sega...

EP.66 BITCOIN, ESTATE PLANNING and TRUSTEE RESPONSIBILITY with MATTHEW McCLINTOCK

Posted October 2, 2020 • 00:39:25

Trustee Issues with Crypto-Currency (with Matthew McClintock) Family offices, trust companies and opportunistic individuals are dealing with a new and...

Ep.65 The PAST, PRESENT and FUTURE of a FAMILY BUSINESS with JIM O’SHAUGHNESSY

Posted September 25, 2020 • 00:57:10

When you have the chance to spend an hour with Jim O'Shaughnessy, you grab it with both hands. Most of us feel like we know him personally based on...