Wealth Talks, Expert Insights
Deep conversations with financial advisors, estate planners, and successful investors about building and protecting generational wealth.
Self-Directed IRAs: Beyond Stocks and Bonds
38 min
Estate Planning for High-Net-Worth Families
Attorney Sarah Chen discusses advanced trust structures, the impact of the 2026 estate tax changes, and why every family with $5M+ needs a living trust.
Self-Directed IRAs: Beyond Stocks and Bonds
IRA specialist Mark Rodriguez explains how investors use self-directed accounts to invest in real estate, crypto, and private equity within tax-advantaged wrappers.
The 1031 Exchange Playbook: Real Stories, Real Numbers
Real estate investor and CPA duo share case studies of clients who turned single properties into multi-million dollar portfolios using tax-deferred exchanges.
Life Insurance as a Wealth-Building Tool
Insurance strategist David Park reveals how whole life policies function as tax-free savings vehicles and the "infinite banking" concept explained simply.
Tax Optimization Strategies for 2026
CPA Jennifer Walsh breaks down the latest tax code changes and actionable strategies for high-income earners to legally reduce their tax burden this year.
Why Tune In?
Real conversations with real experts. No fluff, just actionable wealth strategies.
Industry Experts
Attorneys, CPAs, financial advisors, and successful investors share their playbooks.
Actionable Insights
Every episode delivers strategies you can implement immediately in your financial plan.
Learn on the Go
20-45 minute episodes perfect for your commute, workout, or morning coffee.
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