Wealth Actually
By Frazer Rice
Listen to a podcast, please open Podcast Republic app. Available on Google Play Store and Apple App Store.
Image by Frazer Rice
Category: Entrepreneurship
Open in Apple Podcasts
Open RSS feed
Open Website
Rate for this podcast
Subscribers: 15
Reviews: 0
Episodes: 155
Description
Covering the issues that affect business, entrepreneurship, wealth, trusteeship and culture.
| Episode | Date |
|---|---|
|
DIRECTED TRUSTEES
|
Apr 13, 2024 |
|
RICHARD HAASS
|
Mar 19, 2024 |
|
CRYOPRESERVATION AND WEALTH
|
Mar 10, 2024 |
|
SHOULD I EXPATRIATE?
|
Mar 05, 2024 |
|
FLORIDA AND CALIFORNIA PROPERTY INSURANCE
|
Feb 20, 2024 |
|
OPTIMIZING SUPPLY CHAINS IN A CHAOTIC WORLD
|
Jan 25, 2024 |
|
ANALYZING THE CRAZY 2024 ELECTIONS
|
Jan 18, 2024 |
|
WHAT IF YOU ARE NAMED IN A WILL OR TRUST?
|
Jan 10, 2024 |
|
EP-145 MUNICIPAL BONDS 101 with STEPHEN WINTERSTEIN (*AND THE ADVENT OF FINTECH IN THE MUNI SPACE)
|
Nov 28, 2023 |
|
EP-144 “THE CORPORATE TRANSPARENCY ACT: WHO SHOULD MANAGE THESE REQUIREMENTS (AND HOW)?” WITH INCNOW.COM’s JOHN WILLIAMS
|
Nov 15, 2023 |
|
EP-143 “MUST HAVE” FOREIGN ESTATE PLANNING DOCUMENTS with SHANNON McNULTY, ESQ.
|
Oct 26, 2023 |
|
EP-142 “NO WORRIES” with JARED DILLIAN, Trading and Markets Expert, Author and Renaissance Man
|
Oct 17, 2023 |
|
EP-141 WRITING “THE MYSTERIOUS CASE OF RUDOLF DIESEL” with Author, DOUG BRUNT
|
Sep 12, 2023 |
|
EP-140 “WHEN PHILANTHROPY GOES WRONG” – THE ROBERTSON/PRINCETON CASE with Author, DOUG WHITE
|
Aug 31, 2023 |
|
EP-139 “THE HEALTH/WEALTH BALANCE” at 50 with DR. PHIL PEARLMAN
|
Aug 24, 2023 |
|
EP-138 “VENTURE CAPITAL” AND DISRUPTION with JULIE FREDRICKSON
|
Aug 13, 2023 |
|
EP-137 COST SEGREGATION and REAL ESTATE with MITCHELL BALDRIDGE, CPA
|
Aug 02, 2023 |
|
EP-136 “THE IRS AUDITS YOU- WHAT NEXT?” with KELLEY MILLER from REED SMITH
|
Jul 14, 2023 |
|
EP-135 THE CONFIDENCE MAP and BEHAVIORAL FINANCE with PETER ATWATER
|
Jul 04, 2023 |
|
EP-134 THE CORPORATE TRANSPARENCY ACT and ESTATE PLANNING with STEPHEN LISS
|
Jun 13, 2023 |
|
EP-133 NEW YORK’S ESTATE TAX CLIFF with GEORGE BISCHOF, ESTATE PLANNING ATTORNEY
|
May 30, 2023 |
|
EP-132 “ULTRA HIGH NET WORTH” CRISIS MANAGEMENT with JANE MINTZ MA, LPC
|
May 11, 2023 |
|
EP-131 WEALTH & LAW PODCASTING with ACTEC LAWYER, BRENT NELSON
|
Apr 27, 2023 |
|
EP-130 MID-CAREER PIVOTS with FRAZER RICE
|
Apr 13, 2023 |
|
EP-129 THE FAMILY OFFICE Q&A with DENTONS’ EDWARD MARSHALL
|
Apr 03, 2023 |
|
EP-128 ESTATE PLANNING IN A RISING INTEREST RATE ENVIRONMENT with ACTEC LAWYER MATTHEW HOCHSTETLER
|
Feb 24, 2023 |
|
EP-127 THE WEALTH TAX LANDSCAPE with JARED WALCZAK
|
Feb 13, 2023 |
|
EP-126 HEALTH CARE and WEALTH MANAGEMENT with JOHN SAMUELS
|
Feb 02, 2023 |
|
EP-125 GENERATION SKIPPING TAX (GST) with FIDUCIARY TAX EXPERT, MICHAEL GROSSMAN
|
Nov 23, 2022 |
|
EP-124 THE DATING APP LEGAL LANDSCAPE with LAW PROFESSOR, IRINA MANTA
|
Oct 26, 2022 |
|
EP-123 LIV GOLF vs PGA TOUR with JOE OGILVIE
|
Oct 18, 2022 |
|
EP-122 PRIVATE JETS w/ AVIATION EXPERT, DAVID CLARK
|
Oct 03, 2022 |
|
EP-121 NFL LINEMAN, MARQUES OGDEN on ENTREPRENEURIAL RESILIENCE
|
Aug 25, 2022 |
|
EP-120 CHILDHOOD WEALTH DISCUSSIONS with JEFF SAVLOV
|
Aug 12, 2022 |
|
EP-119 (BONUS) GOLF LEGEND, JAY SIGEL on MENTORSHIP, DETERMINATION and GIVING BACK
|
Jul 18, 2022 |
|
EP-118 (BONUS) COVID and THE FUTURE OF PLAGUE RESPONSE with PROF. POLLY PRICE
|
May 27, 2022 |
|
EP-117 RETHINKING CLIENT LONGEVITY in WEALTH MANAGEMENT with CHRIS HEYE, PhD
|
May 12, 2022 |
|
EP-116 WEALTH CYBERSECURITY with TOMMY RAGSDALE
|
May 05, 2022 |
|
EP-115 DISRUPTION IN WEALTH MANAGEMENT with MATTHIAS KUHLMEY
|
Apr 26, 2022 |
|
EP-114 LOS ANGELES REAL ESTATE with SHELTON WILDER
|
Apr 21, 2022 |
|
EP-113 MARY CHILDS on BILL GROSS, THE BOND KING
|
Apr 18, 2022 |
|
EP-112 “JUST KEEP BUYING” with NICK MAGGIULLI
|
Apr 02, 2022 |
|
EP.111 EMERGING MARKET INVESTING with PERTH TOLLE
|
Mar 24, 2022 |
|
EP-110 CONSERVATION EASEMENTS with MICHAEL ENGELHART
|
Mar 17, 2022 |
|
EP-109 INTERNATIONAL WEALTH PLANNING with BRENT NELSON
|
Mar 10, 2022 |
|
EP-108 “GAMING WALL STREET” with JOHN FICHTHORN
|
Mar 04, 2022 |
|
EP-107 RETHINKING “FIDUCIARY” OVERSIGHT OF INVESTMENTS with JAMES WATKINS
|
Mar 01, 2022 |
|
EP-106 INSURING CYBERSECURITY AND SOCIAL MEDIA with AHMET BIDAV
|
Feb 28, 2022 |
|
EP.105 THE PROGRAMMER’S JOURNEY with ANDY HUNT
|
Feb 20, 2022 |
|
EP.104 INFLATION AND POLITICS with Columnist, DEROY MURDOCK
|
Feb 19, 2022 |
|
EP.103 SENIOR PGA TOUR PRO, ROB LABRITZ on PEAK PERFORMANCE
|
Feb 08, 2022 |
|
EP.102 THE EMERGENCE of “LEAD DADS” with PAUL SULLIVAN
|
Feb 01, 2022 |
|
EP.101 MAXIMIZING EXECUTIVE and FAMILY OFFICE TALENT with DEIDRE KOPPELMAN
|
Jan 27, 2022 |
|
EP.100 SHAPING WEALTH with BRIAN PORTNOY
|
Jan 14, 2022 |
|
EP.99 MAXIMIZING PHILANTHROPY with ARTIFICIAL INTELLIGENCE with COLIN STEWART
|
Dec 22, 2021 |
|
EP.98 RULE 187 and The “NEW” FIDUCIARY STANDARD in LIFE INSURANCE with STEVEN ZEIGER
|
Dec 12, 2021 |
|
EP.97 THE FUTURE OF MUSIC AND FINANCE with DAVID PULLMAN
|
Nov 29, 2021 |
|
EP.96 USING THE COLLEGE ADMISSIONS PROCESS FOR INTERGENERATIONAL DISCUSSIONS with LINDSAY TANNE
|
Nov 23, 2021 |
|
PREVIEW: BOWIE BOND INVENTOR and FINANCE PIONEER, DAVID PULLMAN
|
Nov 23, 2021 |
|
EP.95 SEARCH FUNDS AND SMB with STEVEN RESSLER
|
Nov 09, 2021 |
|
EP.94 QUAN HUYNH: A LIFE SENTENCE FOR MURDER, NOW AN AUTHOR AND ENTREPRENEUR
|
Oct 16, 2021 |
|
EP.93 NY TAXES AND SNOWBIRD PLANNING – MARK KLEIN
|
Oct 11, 2021 |
|
EP.92 ESTATE PLANNING INDUSTRY TRENDS and CONTENT CREATION with GRIFFIN BRIDGERS
|
Oct 06, 2021 |
|
EP.91 CRYPTO and NFT ESTATE PLANNING UPDATE with MATTHEW McCLINTOCK (Part 2)
|
Aug 24, 2021 |
|
EP.90 ADVISING LGBTQ+ CLIENTS with BRIAN BALDUZZI
|
Aug 09, 2021 |
|
EP.89 CONCENTRATED POSITIONS with STEPHEN DAVENPORT
|
Jul 22, 2021 |
|
Ep.88 ULTRA HIGH NET WORTH DIVORCE with OLIVIA SUMMERHILL
|
Jul 13, 2021 |
|
EP.87 FAMILY LEADERSHIP AND AN EVOLVING 111 YEAR OLD BUSINESS with BEN GROSSMAN
|
Jul 06, 2021 |
|
EP.86 BOURBON as an INVESTMENT with MARK GARBIN
|
Jun 30, 2021 |
|
EP.85 LIFE INSURANCE AND TRUSTS with ANDREAS STUERMANN
|
Jun 20, 2021 |
|
Ep.84 THE TAX BENEFITS OF PUERTO RICO with GRANT THORNTON’S MARIA RIVERA
|
Jun 12, 2021 |
|
Ep.83 COLLEGE ADMISSIONS TODAY with SARA HARBERSON
|
Apr 27, 2021 |
|
EP.82 NAVIGATING CRUCIAL WEALTH CONVERSATIONS with BRITTAIN PRIGGE
|
Apr 13, 2021 |
|
EP.81 INTEREST RATE VOLATILITY and INFLATION RISK with IVOL’S NANCY DAVIS
|
Apr 09, 2021 |
|
EP.80 DIRECT INDEXING with LISA GOLDBERG, PhD
|
Mar 28, 2021 |
|
Ep.79 (BONUS) HORROR AUTHOR, JIM HARBERSON
|
Mar 22, 2021 |
|
EP.78 HUMAN CAPITAL IN FAMILY BUSINESSES with LEONORA WILLIAMSON
|
Mar 15, 2021 |
|
EP.77 CAPITAL ALLOCATORS with TED SEIDES
|
Mar 03, 2021 |
|
EP.76 CITIZENSHIP DIVERSIFICATION with DAVID LESPERANCE
|
Feb 09, 2021 |
|
EP.75 INDIVIDUAL TRUSTEESHIP with MARGUERITE LORENZ
|
Jan 27, 2021 |
|
EP.74 A LOOK INTO 2021 with Investment Banker, EUAN RELLIE
|
Jan 17, 2021 |
|
EP.73 AVOIDING “SHIRTSLEEVES TO SHIRTSLEEVES” with DAVID C. WELLS, JR.
|
Jan 13, 2021 |
|
EP.72 CYBERSECURITY for 2021 with CHRIS OTT
|
Dec 16, 2020 |
|
EP.71 COURT TENNIS with HAVEN PELL
|
Dec 14, 2020 |
|
Ep.70 ESG INVESTING with JOHN ROSENBERG
|
Nov 23, 2020 |
|
EP.69 EMERGING MARKETS, DISORDER and INVESTING with PHILIP READE
|
Nov 17, 2020 |
|
Ep.68 ESTATE and CHARITABLE PLANNING for 2021 with New York Attorney, JORY BARD ZIMMERMAN
|
Nov 09, 2020 |
|
Ep.67 – WOMEN and VIDEO GAME CULTURE with REBECCA DIXON
|
Oct 25, 2020 |
|
EP.66 BITCOIN, ESTATE PLANNING and TRUSTEE RESPONSIBILITY with MATTHEW McCLINTOCK
|
Oct 02, 2020 |
|
Ep.65 The PAST, PRESENT and FUTURE of a FAMILY BUSINESS with JIM O’SHAUGHNESSY
|
Sep 25, 2020 |
|
EP.64 BRINGING INSTITUTIONAL THINKING TO INDIVIDUAL INVESTING with GEORGE HUBBARD
|
Sep 20, 2020 |
|
EP.63 BUILDING A NEW TRUST COMPANY: A Discussion with BETSY BROWN
|
Sep 04, 2020 |
|
Ep.62, The CURRENT ESTATE PLANNING ENVIRONMENT with BILL SWEET
|
Jul 27, 2020 |
|
Ep.61 HEALTH DIRECTIVES with TIFFANY MCKENZIE
|
Jul 20, 2020 |
|
Ep.60 FIDUCIARY LIABILITY with JUDY PEARSON
|
Jul 14, 2020 |
|
Ep.59 – COMIC BOOK PUBLISHING with GEVIAN DARGAN
|
Jun 30, 2020 |
|
Ep.58 – ASSET PROTECTION 101 with IKE DEVJI
|
Jun 23, 2020 |
|
Ep.57 – DIVORCE in the COVID-19 World with EVAN SCHEIN
|
May 25, 2020 |
|
EP.56 – Mehlman/Castagnetti POST-COVID PREDICTIONS
|
May 21, 2020 |
|
EP.55 ESTATE PLANNING & TENNESSEE TRUST LAW with AARON FLINN of the WALLER LAW FIRM
|
May 04, 2020 |
|
Ep.54 POLITICAL SCIENCE FICTION: WHAT IF THE ELECTION IS DELAYED?
|
May 04, 2020 |
|
EP.53 USING L.E.D. CONVERSION TO DRIVE REAL ESTATE RETURNS w/ JUDD STENSRUD
|
Apr 28, 2020 |
|
Ep.52 LEANNA HAAKONS- Sound Money Strategies in the COVID-19 Lockdown Environment
|
Apr 23, 2020 |
|
Ep.51 THE AMERICAN CONSUMER’S NEW PREFERENCES
|
Apr 20, 2020 |
|
EP.50 DR. MAGGIE VAUGHAN, NYC Psychotherapist on Maintaining Perspective During the COVID-19 Lockdown
|
Apr 14, 2020 |
|
EP.49 SCOTT JOHNSTON – Author of CAMPUSLAND
|
Mar 30, 2020 |
|
EP.48 CORONAVIRUS: What is “Normal” Going to Look Like?
|
Mar 23, 2020 |
|
Ep.47 PARTISANSHIP – “Pre-Corona” thoughts on Hidden Common Ground
|
Mar 18, 2020 |
|
EP.46: DECISION by PR: Some Thoughts on Public Relations as CORPORATE STRATEGY-
|
Mar 12, 2020 |
|
Ep.45: FANBOYS . . . Taking on Fanboys, Haters and the Cancel Culture
|
Mar 07, 2020 |
|
EP.44: BLOOMBERG / NEVADA / SOUTH CAROLINA – Haven and I Analyze the First Debate and Look at the Democratic Party
|
Feb 25, 2020 |
|
EP.43 GLOBALIZATION: Haven and I take on the Emerging Trends in Globalization
|
Feb 21, 2020 |
|
EP.42 CRYPTO-TAXATION: Prager Metis’ Peter Goodrich on the State of Crypto-Currency Taxation
|
Feb 12, 2020 |
|
SPORTS SPECIALIZATION: The “Pundficator” and “Wealth, Actually” take on the Pressure of Sports Success
|
Jan 30, 2020 |
|
THE FUTURE: “Pundificator” and “Wealth Actually” Discuss Themes Identified by a NYC Venture Capitalist
|
Jan 23, 2020 |
|
MEGXIT: “The Pundificator” and “Wealth, Actually” take on the Royal Woes
|
Jan 16, 2020 |
|
BEST/WORST of 2019 and Nostradamus-like PREDICTIONS for 2020: Haven (“Pundificator”) and Frazer (“Wealth, Actually”) take on 2019/2020.
|
Jan 09, 2020 |
|
IMPEACHMENT: The “Pundificator†and “Wealth, Actually†take on Impeachment.
|
Jan 01, 2020 |
|
BREXIT: The “Pundificator” and “Wealth, Actually” take on Brexit
|
Dec 26, 2019 |
|
COLLEGE: Haven Pell (“The Pundificator”) and Frazer Rice (“Wealth, Actually”) take on “College”
|
Dec 21, 2019 |
|
Leslie and Mark Begert, Co-Founders of Fabulingua
|
Dec 21, 2019 |
|
Jasmine Nahhas di Florio, Effective Philanthropy in the Middle East (Education For Employment – EFE.ORG)
|
Nov 17, 2019 |
|
Tyrone Ross, Cryptocurrency Guru and Wealth Management Industry Voice
|
Jun 04, 2019 |
|
John Farr, Movie Guru and President of the Bedford Playhouse
|
Feb 13, 2019 |
|
Advising through Divorce with Storey Jones, Founder and CEO of dtour.life
|
Dec 04, 2018 |
|
Personal Finance Author, Jonathan Clements
|
Oct 14, 2018 |
|
The Impact Coalition’s Matt Posner: “Municipal Bonds: The Original Impact Investment?”
|
Oct 05, 2018 |
|
Frazer Rice discussing “Wealth, Actually” on Bookstr’s Facebook Live Channel
|
Aug 31, 2018 |
|
Frazer Rice, Author of “Wealth, Actually”, on the Josh Jalinski Financial Quarterback show.
|
Aug 24, 2018 |
|
Ben Phillips, Chief Investment Officer of Eventshares
|
Jul 22, 2018 |
|
Bill Yoh, Family Business Expert and Author of “Our Way”
|
Apr 23, 2018 |
|
Podcast #24: Leslie Danks Burke, Founder and President of Trailblazers PAC
|
Mar 19, 2018 |
|
Eiland Glover, CEO and Co-Founder of Cryptocurrency Innovator, Kowala
|
Feb 27, 2018 |
|
Wealth Novelist and WSJ Contributor, Norb Vonnegut
|
Jan 22, 2018 |
|
Podcast #21: Blockchain and Bitcoin VC Investor, Bart Stephens
|
Nov 24, 2017 |
|
Nickerson PR Technologist and Virtual Reality Expert, Matthew Cooney
|
Aug 21, 2017 |
|
Founder of Phace Bioactive, Marisa Arredondo
|
Aug 13, 2017 |
|
Hedge Fund Manager and “Betting On Zero” Producer, John Fichthorn
|
Aug 07, 2017 |
|
Jonathan Leaf, Playwright and Author of DECONSTRUCTION
|
May 18, 2017 |
|
Nutritionist and Entrepreneur, Ashley Koff RD
|
May 08, 2017 |
|
Mathlessness – America’s Fundamental Problem (ca. 2011)
|
Apr 08, 2017 |
|
Politics with Robert George, NY Daily News Editorial Writer
|
Mar 28, 2017 |
|
NYC Psychotherapist and Founder of “A Quiet Room”, Will Meyerhofer
|
Jan 28, 2017 |
|
Eddy Lui, Founder and CEO of 18Birdies
|
Dec 03, 2016 |
|
Bryan Sells, Election Lawyer and Civil Rights Expert
|
Nov 12, 2016 |
|
Andrew Peek, Intelligence Officer and Foreign Affairs Expert
|
Sep 14, 2016 |
|
Blake Morgan, CEO of ECR Music, Driving Force of #irespectmusic
|
Aug 27, 2016 |
|
Michael Devlin, Agri-Business Adviser to Urban Seed
|
Jul 16, 2016 |
|
Film Director, William Wedig
|
May 22, 2016 |
|
Scott Johnston, Co-Founder of Wayin and LiquidSky
|
Apr 07, 2016 |
|
CEO and Co-Founder of Beartooth, Michael Monaghan
|
Feb 22, 2016 |
|
Delaware Lawyer and Entrepreneur, John Williams
|
Feb 06, 2016 |
|
Bankruptcy Lawyer, Steve Wilamowsky
|
Dec 18, 2015 |
|
Crime Novelist, Terrence McCauley
|
Jun 20, 2015 |
|
Architecture Critic Jayne Merkel & New York City’s Evolving Skyline
|
May 16, 2015 |