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PODCAST

Wealthyist

Annex Wealth Management

Wealthyist, the podcast that discusses the lifestyles, choices, and strategies of the wealthy. Each week, the Annex Private Client team talks to experts in a variety of areas to discuss trends and paths visited by people who have built or are in the process of building significant wealth.

society & culture how to

All Episodes

22:54

Wealthyist E59: Private Jets Without Owning the...

Wealthyist ·

2026/04/10

In this remote episode of Wealthyist, recorded live from JETOUT’s new hangar in Waukesha, Wisconsin, host Anthony Mlachnik (Senior Wealth Advisor at Annex Private Client) sits down with Evan Rossiter, Sales Director at JETOUT — a Milwaukee-based private aviation company.Evan clearly explains JETOUT’s co-ownership model: it’s not traditional fractional ownership (like NetJets), not a jet card, and not aircraft management. Instead, it’s structured like tenant-in-common real estate — multiple

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31:32

Wealthyist E58 | Bricks, Policy & Legacy: Building...

Wealthyist ·

2026/04/01

In this episode of Wealthyist, host Anthony Mlachnik interviews Jim Villa, CEO of NAIOP Wisconsin (the Commercial Real Estate Development Association). With 35 years in public policy, politics, and economic development—including roles under Governor Tommy Thompson and Scott Walker—Villa offers a grounded, insider perspective on commercial real estate as a vehicle for wealth creation and community impact.Key Highlights:Jim’s Background & NAIOP’s Mission: Villa leads efforts focused on

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35:40

Wealthyist E57: How the Wealthy Are Quietly...

Wealthyist ·

2026/03/27

In this episode of Wealthyist, host Anthony Mlachnik(senior wealth advisor at Annex Private Client) interviews Dr. Tim Murray, an anesthesiologist and founder/CEO of Solstice Health. Murray launched the company in 2012 after witnessing pricing practices in traditional hospital systems, noting that medical bills remain the #1 cause of bankruptcy.Core Business Model:Solstice Health combines Direct Primary Care (DPC) with direct surgical care under one umbrella — a rare (and possibly unique)

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23:01

Wealthyist E55 | Passion Assets: Turning Your...

Wealthyist ·

2026/03/13

The episode of Wealthyist (the podcast exploring the lifestyles, choices, and strategies of the wealthy, produced by Annex Wealth Management) features host Tom Parks, Director of Retirement Plan Services, interviewing his colleague Deanne Phillips, Managing Director of Client and Community Engagement. The focus is on "passion assets"—personal items acquired out of genuine love and passion rather than primarily as investments, which often lack formal beneficiary designations unlike financial

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31:12

Wealthyist E54 | Athlete Branding 2.0: Rich Gray on...

Wealthyist ·

2026/03/08

Host Anthony Mlachnik, Senior Wealth Advisor at Annex Private Client, interviews Rich Gray, founder of Rebrand NY—a sports and business development firm that connects brands with athletes for authentic marketing partnerships, while helping athletes (current, NIL-eligible, and retired) maximize their personal brands, off-field ventures, and long-term opportunities.Key Discussion Points:Rich's Background: Born on Chicago's South Side, basketball opened doors (first flight for a game, college

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32:16

Wealthyist E54 | Redefining Luxury: From Bling to...

Wealthyist ·

2026/02/27

In this week's episode of Wealthyist, hosted by Anthony Mlachnik, Senior Wealth Advisor for Annex Private Client, Anthony and Rose Grey from Fox World Travel explore how the definition of luxury travel has evolved dramatically. No longer about the most extravagant, showy accommodations or vehicles to "make a statement," today's affluent travelers prioritize exceptional service, bespoke and unique itineraries, quality over quantity, and low-key, private experiences. They often keep trips

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29:30

Wealthyist E53 | How Direct Primary Care Delivers...

Wealthyist ·

2026/02/20

In this episode of Wealthyist, host Deanne Phillips, CFP® and Managing Director of Client and Community Engagement at Annex Wealth Management, interviews Dr. Suzanne Gehl (a board-certified family physician, former WAFP president, and owner of a solo Direct Primary Care practice in Hartford, Wisconsin.Dr. Gehl explains Direct Primary Care (DPC) as a membership-based model that provides unlimited access to a personal physician without insurance billing for primary care. Key features

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31:41

Wealthyist E52 | From Tee Times to Timeless...

Wealthyist ·

2026/02/13

This week's episode of Wealthyist (the podcast exploring the lifestyles, choices, and strategies of the wealthy, produced by Annex Private Client/Annex Wealth Management) is hosted by Anthony Mlachnik, a senior wealth advisor. The guest is Brian Weis, a serial entrepreneur deeply passionate about golf. He runs multiple golf-related businesses, including GolfTrips.com (focused on golf travel), Golf Guide (product reviews), and Golf Community Living (highlighting golf-centric real estate and

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32:23

Wealthyist E51 | Biohealth Boom, I-94 Dreams, and the...

Wealthyist ·

2026/02/06

In this episode of Wealthyist, host Anthony Mlachnik, a senior wealth advisor at Annex Wealth Management, sits down with Amanda Payne, President and CEO of the Waukesha County Business Alliance (the local Chamber of Commerce). The conversation explores why Waukesha County ranks among Wisconsin's wealthiest and the top 200 in the U.S., highlighting its appeal as a hub for business success, family life, and community vibrancy.Key highlights include:Attractions for the Wealthy: Amanda

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30:31

Wealthyist E50 | More Than A Check: How Wealthy Are...

Wealthyist ·

2026/01/30

In this engaging episode of Wealthyist, hosted by Anthony Mlachnik (Senior Wealth Advisor at Annex Private Client), he interviews Karisa Gretebeck, Manager of Volunteer Engagement at United Way in Greater Milwaukee and Waukesha County. With nearly 15 years at United Way, Karisa shares her journey from a small nonprofit to embracing the organization's global reach, brand strength, and collaborative impact in creating positive community change.The conversation centers on evolving philanthropy

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30:11

Wealthyist E49 | The Sell-Side Secret: How Investment...

Wealthyist ·

2026/01/26

This episode focuses on the realities of selling a business, especially in the lower middle market (businesses under ~$200M in revenue). Here's a breakdown of the main points Steve covers:Role of an Investment Banker (Sell-Side): They guide owners through preparation and the structured sale process to maximize outcomes. The biggest "competitor" is often the owner trying to sell DIY—possible, but owners usually miss value-creating opportunities due to lack of specialized

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30:01

Wealthyist E48: Dynasty 529 Plans & Other 539...

Wealthyist ·

2026/01/16

In this episode of Wealthyist, host Tom Berkholtz interviews Khalil Ali, Senior Education Savings Consultant at TIAA-CREF (the plan manager for Edvest, Wisconsin's 529 college savings plan). Khalil shares his 16+ years in financial services and his six-year tenure with the Edvest program, which has been managed by TIAA-CREF since 2012 and boasts over $6 billion in assets (with recent figures showing $5.63 billion across 238,000+ accounts as of late 2024).The discussion covers the basics of

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39:02

Wealthyist E47: Less Crying, More Thriving: Jake...

Wealthyist ·

2026/01/09

Guest: Jake Biernbaum, renowned horse trainer and founder of Pear Tree Ranch in Ocala, Florida. Known for his large YouTube following and expertise in natural horsemanship.Key Points from the Episode:Origin and Growth of Pear Tree RanchFounded in 2011 when Jake went independent after working with Parelli Natural Horsemanship. Started with almost nothing — living on ramen and PB&J, no truck or trailer. Grown into an international operation: clients fly in from Europe, South Africa, and

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25:27

Wealthyist E46 | Philanthropy and Legacy: Guiding...

Wealthyist ·

2025/12/19

In this episode of the Wealthiest podcast (hosted by Anthony Mlachnik, Senior Wealth Advisor at Annex Private Client), guest Chellee Siewert (President and Founder of Capture Sports & Entertainment) discusses how her firm helps professional athletes, entertainers, and organizations develop authentic philanthropic strategies.Key highlights include:End-of-Year Giving Trends — About 30% of annual charitable donations occur in December, with examples like athletes hosting shopping events

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29:58

Wealthyist E45: Anna Franklin on the Real Psychology...

Wealthyist ·

2025/12/12

Host: Anthony Mlachnik (Senior Wealth Advisor, Annex Private Client)Guest: Anna Franklin – Founder & Creative Director of Stonehouse Collective (Milwaukee/Wisconsin-based luxury interior design firm)Anna’s JourneyGrew up in small-town Wisconsin → studied Public Relations → moved to Chicago for event planning & major-gift fundraising (10 years).Met husband in Chicago, moved back to Wisconsin (Whitefish Bay, Milwaukee area) ~10 years ago to raise family (now 3 kids).After first child,

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25:27

Wealthyist E44 | From 9/11 to Two Successful Exits:...

Wealthyist ·

2025/12/05

Perfect episode for any entrepreneur who knows they’ll eventually sell but hasn’t yet faced the question: “What then?”In this week’s Wealthiest episode, host Anthony Mlachnik sits down with Andy Oliver, a 30-year finance veteran, two-time business founder/exiter, and partner at Oak Hill Business Partners, a boutique consulting firm that helps lower-middle and middle-market owners dramatically increase enterprise value and prepare for a successful exit.Key highlights and takeaways:Andy’s

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19:12

Wealthyist E43 | Equity Compensation - What It Is,...

Wealthyist ·

2025/11/28

Equity Compensation – what it is, why companies use it, the main types, tax pitfalls, and planning tips.Why Companies Offer Equity CompensationPrimary goal: Attract, retain, and motivate top talent (especially in tech/AI race – Google, Apple, Nvidia, etc.).Acts as “golden handcuffs” via vesting schedules (e.g., 25% per year over 4 years or a 3-year cliff).Works for both public and private companies, but private-company equity is riskier (needs a liquidity event like IPO or buyout to have

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33:01

Wealthyist E42 | Staying Grounded - An Interview With...

Wealthyist ·

2025/11/21

Core Theme: How a middle-class Wisconsin upbringing, strong family values, and an athlete’s mindset of consistent small improvements shaped Steve Novak’s approach to money, lifestyle, and giving back — and kept him far away from the “broke ex-athlete” stereotype.Key Takeaways from the Conversation:Grounded Upbringing as the AnchorGrew up in Brown Deer, WI (middle/lower-middle class); dad was a teacher/coach, mom a nurse. Saw bigger houses and nicer cars as a kid → early motivation that real

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26:13

Wealthyist E41 | Strategies for Business Owners...

Wealthyist ·

2025/11/14

In this episode of Wealthyist, host Brian Lambourne (Senior Wealth Strategist at Wealth Management) welcomes Nick Kozik, Director and Shareholder at TKO Miller, a Milwaukee-based boutique investment banking firm specializing in sell-side transactions for family-owned businesses (typically $15M–$250M enterprise value). The discussion dives into the current M&A landscape, strategies for business owners eyeing an exit, and pitfalls to avoid when selling.Key HighlightsTKO Miller's Focus and

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51:46

Wealthyist E40 | Women's Health Trends & Hormone...

Wealthyist ·

2025/11/07

In this empowering episode of Wealthyist—the podcast exploring the lifestyles, choices, and strategies of the affluent—host Deanne Phillips (a CFP and bodybuilding enthusiast) interviews Dr. Tes Jordens. Dr. Jordens, founder of 1988 Wellness (named for the year U.S. women gained independent access to small business loans), shares insights on midlife women's health, debunking myths around menopause, hormone replacement therapy (HRT), and obesity. The conversation ties into "wealthyist"

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60 results

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