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Talking Wealth Talking Wealth The Compound NFRRS Magazines & Periodicals NFRRS Magazines & Periodicals Niagara Frontier Radio Reading Service SIGNAL STREAM SIGNAL STREAM Signal Stream Now You Know Podcasts Now You Know Podcasts Now You Know The Everything Feed - All Packet Pushers Pods The Everything Feed - All Packet Pushers Pods Packet Pushers The Fat Pipe - Most Popular Packet Pushers Pods The Fat Pipe - Most Popular Packet Pushers Pods Packet Pushers بودكاست  MIX PM بودكاست MIX PM مكس إ ف إم Booked On Rock Booked On Rock Eric Senich Hammer Dahn - Sports Betting Hammer Dahn - Sports Betting Pat McAfee 1nc. Crain & Cone Crain & Cone On3, Blain Crain, Jake Crain, David Cone Reality Hangover Reality Hangover The Ringer Pickaxe and Roll Pickaxe and Roll Mile High Sports, Bleav Locked On Mets - Daily Podcast On The New York Mets Locked On Mets - Daily Podcast On The New York Mets Locked On Podcast Network, Ryan Finkelstein Podcast Idiot Podcast Idiot Kevin Bae Coverville: The Cover Music Show Coverville: The Cover Music Show Brian Ibbott Bylgjan Bylgjan Bylgjan San Francisco Giants News Today | 2 Min News | The Daily News Now! San Francisco Giants News Today | 2 Min News | The Daily News Now! The Daily News Now! Winnipieg News Today | 2 Min News | The Daily News Now! Winnipieg News Today | 2 Min News | The Daily News Now! The Daily News Now! What's Up Fool? Podcast What's Up Fool? Podcast FELIPE ESPARZA Draft Sharks - Fantasy Football Podcast Draft Sharks - Fantasy Football Podcast Fantasy Football, Jared Smola, Draft Sharks, Matt Schauf Ouellet en direct Ouellet en direct JC Ouellet, Patricia Vincent, Maxime Lacasse WDBO News On Demand WDBO News On Demand iHeartRadio 24/7 News: Weather iHeartRadio 24/7 News: Weather iHeartPodcasts and TTWN Words of Wisdom Words of Wisdom Sunny The Dane Moore NBA Podcast The Dane Moore NBA Podcast Blue Wire Seahawks Forever w/ Dan Viens Seahawks Forever w/ Dan Viens Dan Viens The Prospector News Podcast The Prospector News Podcast Michael Fox The Rich Eisen Show The Rich Eisen Show ESPN, Rich Eisen Productions, Rich Eisen chá com rapadura chá com rapadura chá com rapadura Between Two Chairs - Demystifying Commercial Real Estate Between Two Chairs - Demystifying Commercial Real Estate Fernando Arencibia, Jr. and Jennifer Wollmann The SME Stream The SME Stream iHeartRadio NZ Reddit Stories Reddit Stories DG Podcast The Officer Tatum Show The Officer Tatum Show Brandon Tatum Pod Your Way Pod Your Way Brian Williams Montreal Canadiens News Today | 2 Min News | The Daily News Now! Montreal Canadiens News Today | 2 Min News | The Daily News Now! The Daily News Now! The Final Word Cricket Podcast The Final Word Cricket Podcast Adam Collins, Geoff Lemon Southern Remedy Southern Remedy MPB Think Radio
Talking Wealth

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Talking Wealth

The Compound

How to Give Clients More Peace of Mind in Retirement

June 25, 2026 11:00am 35 min

On this episode of Talking Wealth, Ben Carlson is joined by David Lau, founder and CEO of DPL Financial Partners. They discuss the evolving role of insurance and annuities in financial planning, why many advisors remain ...

"The Tech Stack Is Dead" — Jason Wenk on Rebuilding Advisor Infrastructure

June 18, 2026 11:00am 48 min

There's never been a more disruptive moment in wealth management — and few people are shaping it more directly than my guest this week. Jason Wenk is the founder and CEO of Altruist, the modern custodian built exclusive...

It’s Good to Be a CFP, Robinhood’s “Concierge” Is Now Hiring Advisors, SpaceX Employee Wealth

June 11, 2026 11:00am 31 min

On this episode of Talking Wealth, Josh Brown and Sarah Solomon discuss why financial planners are reporting record-high compensation and job satisfaction, Robinhood's aggressive expansion into wealth management and advi...

SpaceX is The Hottest IPO Ever - Here’s Everything Advisors Need To Know

June 04, 2026 11:00am 34 min

SpaceX just filed to go public, and this isn't just another IPO — it's shaping up to be the biggest one in history. The company is targeting a valuation around $1.75 trillion and looking to raise as much as $75 billion, ...

Jeremy Schwartz on Rethinking the 60/40 Portfolio

May 28, 2026 11:29am 26 min

On this episode of Talking Wealth, we’re going to talk about one of the biggest challenges advisors face in portfolio construction: How do you improve diversification and add alternative return streams without sacrificin...

The Tax-Loss Machine: How Long-Short Took Over Wealth Management

May 21, 2026 11:37am 31 min

On this episode of Talking Wealth, Michael Batnick is joined by Brent Sullivan to discuss the rise of tax-aware long-short investing and how it’s changing wealth management. They cover direct indexing, 130/30 and 250/150...

Crushing Skulls in the Asset Management Biz with Manish Khatta (Potomac)

May 14, 2026 11:00am 32 min

On this episode of Talking Wealth, Downtown Josh Brown is joined by Manish Khatta, CEO of Potomac Fund Management, to discuss what it really takes to build a modern asset management firm in today’s advisory landscape. Th...

Are Financial Advisors Dead? Michael Kitces Weighs In

May 07, 2026 11:00am 36 min

On this episode of talking Wealth, Michael Kitces joins Michael Batnick to separate what's real from what's hype in AI's impact on wealth management. Is technical expertise really being commoditized, or is this robo advi...

How to Improve Client Portfolios

April 30, 2026 11:00am 29 min

On this episode of Talking Wealth, Ben Carlson is joined by Joe Mallen, CEO of Modelist, to discuss how financial advisors can scale their investment process while maintaining control. They cover how Modelist helps advi...

Recruiting Expert Louis Diamond on Why the Market for Advisor Talent Is on Fire

April 23, 2026 11:00am 31 min

On this episode of Talking Wealth, Josh Brown is joined by Louis Diamond, CEO of Diamond Consultants, to break down the surge in advisor movement, with over 11,000 advisors switching firms in 2025. They discuss what’s d...

How to Create Tax Alpha

April 16, 2026 11:00am 31 min

On this episode of Talking Wealth, Ben Carlson is joined by Ehren Stanhope, a key leader behind OSAM’s Canvas platform, to break down how investors can create real tax alpha. They discuss OSAM’s evolution from a quant sh...

Death of the Advisor

April 09, 2026 11:00am 35 min

On this episode of Talking Wealth, Michael Batnick is joined by John Giovannucci to discuss a shift few in wealth management say out loud: has the advisor’s role drifted away from doing the actual work? For years, stron...

The $3.9 Trillion Land Grab

April 02, 2026 11:00am 40 min

On this episode of Talking Wealth, Michael Batnick is joined by Stephen Caruso, Associate Director of Wealth Management at Cerulli Associates, to unpack the rise of the RIA and the growing pains that come with scaling it...

The Missing Layer in Wealth Management

March 26, 2026 11:00am 25 min

On this episode of Ben with Benefits on Talking Wealth, Ben Carlson sits down with Joe Mrak, CEO of Foundation Source, to discuss the often-overlooked role philanthropy plays in wealth management. Joe shares his backgrou...

The Inside Story of OpenArc’s $129 Billion Breakaway with Dynasty’s Shirl Penney

March 19, 2026 11:00am 26 min

On this episode of Talking Wealth, On this episode of Talking Wealth, Josh Brown speaks with Dynasty CEO Shirl Penney about OpenArc Corporate Advisory’s $129 billion breakaway from Merrill Lynch.They discuss how a team o...

How to Borrow Against Your Portfolio For Less

March 12, 2026 11:45am 25 min

On this episode of Talking Wealth, Ben Carlson is joined by Joseph Wang, co-founder and CRO of SyntheticFi, a company that helps clients borrow against their portfolios for lower financing rates using box spread loans. T...

The Extinction Event in Wealth Tech

March 05, 2026 10:55am 30 min

Last week, Anthropic’s Claude announced integrations with Orion and LPL — not as a demo, not as a side tool, but embedded directly into the advisor workflow. That’s a big deal. When AI plugs into the plumbing of wealth m...

Private Credit: Now Youse Can’t leave

February 23, 2026 10:22am 33 min

For years, private credit investors were told they could have it all — higher yields, low volatility, and relatively little risk. Semiliquid funds became the bridge between Wall Street’s private deals and Main Street’s c...

Demographics are Destiny in the Housing Market

February 19, 2026 10:42am 25 min

On this episode of Ben with Benefits, Ben Carlson sat down with Eric Finnigan, Vice President of Demographics Research at John Burns to break down why demographics are destiny in the housing market and what that means go...

Why 3,000 Financial Advisors Are Meeting up to Discuss AI

February 12, 2026 10:45am 36 min

On this episode of Talking Wealth, Michael Batnick sits down with Matt Middleton, the founder and CEO of Future Proof, the fastest-growing and now largest event in wealth management. What started as an ambitious idea — ...

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