Talking Wealth

42:50

Is Your "Tax Alpha" About to Become an Audit?

Talking Wealth ·

2026/10/08

On this episode of Talking Wealth, Michael Batnick is joined by Brent Sullivan, author of Tax Alpha Insider, to discuss the growing scrutiny around tax-aware investing strategies. They break down new Treasury and IRS guidance targeting Section 351 ETF conversions, why regulators are taking a closer look at box-spread ETFs and related partnership structures, and whether this signals the beginning of a broader crackdown on tax optimization. Plus, which strategies remain on solid ground, where advisors

en

19:45

How Direct Index Supercharges the Financial Advisor

Talking Wealth ·

2026/10/01

On this episode of Talking Wealth, Josh Brown is joined by Roger Paradiso, Executive Chairman at O’Shaughnessy Asset Management, to discuss: how advisors can use custom client portfolios, how to use different technologies to solve for difficult situations, how the Canvas platform can be a hub where advisors can work in, what advisors are currently discussing with their clients, and more!This podcast is sponsored by DBMF, the world’s largest managed futures ETF. Discover why DBMF’s liquid,

en

38:28

Seven Reasons You’re Not Taking Enough Risk with...

Talking Wealth ·

2026/09/24

On this episode of Talking Wealth, Josh Brown is joined by economist and author Allison Schrager to discuss her new book Worth the Risk and why Americans have become more risk-averse even as the world has become safer and more economically abundant. They break down why the things that feel safest—like holding cash and avoiding the stock market—can create risks of their own, how excessive caution can contribute to wealth inequality, and why technology, parenting, and the media have changed the way we

en

21:53

How to Help Your Clients Live a Rich Life

Talking Wealth ·

2026/09/10

On this episode of Talking Wealth, Ben Carlson is joined by Nick Maggiulli of Of Dollars and Data to discuss the growing popularity of tax-aware long/short strategies and when they actually make sense for investors. They break down tax-loss harvesting, the costs and risks that come with leverage and shorting, and why tax deferral shouldn’t be confused with tax avoidance. Plus, why investors hate paying taxes more than they like making money, when minimizing taxes can actually hurt your financial

en

26:52

You Don't Own Your Growth

Talking Wealth ·

2026/09/03

On this episode of Talking Wealth, Michael Batnick is joined by David Armstrong from WealthManagement.com to discuss two stories that reveal the risks of building your business on platforms you don’t control. They break down the controversy surrounding the Forbes advisor rankings, why major firms are pulling back, and Schwab’s decision to raise the minimum for its advisor referral program to $5 million. Plus, what both stories teach financial advisors about rankings, referrals, brand building, and

en

30:42

Where Options Fit in the Modern Advisor’s Toolkit

Talking Wealth ·

2026/08/27

On this episode of Talking Wealth, Ben Carlson is joined by Will Bergen from Canvas to discuss the Canvas Managed Options program to break down how advisors can use managed options strategies to address real-world client needs—from generating incremental cash flow and managing downside risk to navigating concentrated stock positions. We explore how covered-call and hedged-equity strategies work, what investors are giving up in exchange for income or protection, and why an options overlay can offer a

en

31:23

27 Million Clients Walk Into an RIA

Talking Wealth ·

2026/08/20

On this episode of Talking Wealth, Michael Batnick sits down with Robb Baldwin, CEO of TradePMR, to discuss the evolution of the RIA custody business and what comes next now that TradePMR is part of Robinhood.Robb shares the story behind founding TradePMR, the types of independent advisors the platform was built to serve, and how Robinhood’s entrance into wealth management changes the competitive landscape. They dig into the opportunities to challenge incumbents like Schwab and Fidelity, the

en

36:25

Your Client Is Rich in Real Estate. Now What?

Talking Wealth ·

2026/08/13

On this episode of Talking Wealth, Joseph Moore, author of How to Get Rich in American History, joins Ben Carlson to discuss 300 years of financial advice. What works, what doesn’t, and how our ideas about building wealth have changed over time.They also discuss real estate as a wealth-building tool, when it makes sense to sell versus hold, how real estate compares with stocks, and why your personality should play a role in how you invest. This episode is sponsored by Betterment Advisor

en

33:21

How Much AUM do you need to start an RIA?

Talking Wealth ·

2026/08/06

How much money do you actually need to start an RIA? On this episode of Talking Wealth, Michael Batnick asked Tobias Salinger, Chief Correspondent at Financial Planning, who has probably talked to more first year firm owners than anyone alive. He wrote a 30 part series on the whole thing, from launch to exit.They covered the stuff nobody tells you before you leave. What it costs on day one. How long until the business pays you anything. Compliance, tech, custodians, and everything in between. If

en

35:38

Is the 60/40 Portfolio Too Conservative? | Ben with...

Talking Wealth ·

2026/07/30

Is the traditional 60/40 portfolio too conservative for retirement? On this episode of Ben with Benefits, Ben Carlson sits down with Bob Pozen, Senior Lecturer at MIT Sloan, former executive at Fidelity and MFS, and bestselling author of Extreme Productivity, to discuss his controversial 90/10 retirement portfolio framework. They debate how much risk retirees really need to take, sequence-of-returns risk, whether today's higher bond yields change the equation, and why many investors may be holding

en

44:48

The ETF Industry Has Lost Its Mind

Talking Wealth ·

2026/07/23

ETFs have completely transformed how we invest for our clients. Cheaper, more tax-efficient, more transparent — it's been one of the great wins for investors over the last twenty-five years. But folks, we are not in Kansas anymore. The same wrapper that gave us three basis point index funds is now giving us double-levered single stocks, funds that hold literal sports bets — there's a filing right now for an ETF that would hold 40 to 80 event contracts on NFL and NBA games. Not the sportsbook

en

32:14

How to Become a Better Financial Advisor

Talking Wealth ·

2026/07/16

On this episode of Talking Wealth, Ben Carlson sits down with Brian Portnoy, founder and CEO of Shaping Wealth and author of The Geometry of Wealth, to discuss the psychology behind great financial advice. They explore how advisors can improve their own decision-making, coach clients through uncertainty, and use behavioral finance to build stronger relationships. They also dive into AI's growing role in wealth management, Brian's new AI platform Lydia, what the future of the advisor-client

en

38:42

How to Advise the Wealthiest Families in America with...

Talking Wealth ·

2026/07/09

On this episode of Talking Wealth, Josh Brown sits down with Onur Erzan, President of AllianceBernstein, to discuss what it really takes to serve America's ultra-high-net-worth families. They explore how wealth management changes at the $200 million level, why investment performance alone isn't enough, the growing importance of succession planning, governance, and multi-generational wealth transfer, how alternatives fit into ultra-wealthy portfolios, and why human advisors remain indispensable

en

31:58

Jon Stein Built Betterment. Here's What He's Building...

Talking Wealth ·

2026/07/02

Jon Stein founded Betterment — one of the first companies to deliver real financial advice to the mass affluent at scale. Now he's back with a new company, Warmer, a platform for helping people find the right human financial advisor.It's a fascinating moment to build it, with AI increasingly able to deliver quality advice to that same mass affluent client. So where do human advisors fit in — and what does Warmer get right that so many advisor-matching platforms have gotten wrong?Michael Batnick and

en

35:20

How to Give Clients More Peace of Mind in Retirement

Talking Wealth ·

2026/06/25

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 wary of these products, how annuities can help manage retirement income and longevity risk, and the impact AI could have on the future of the insurance industry. For more from Talking Wealth sign up at: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://talkingwealthpod.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Participants

en

48:52

"The Tech Stack Is Dead" — Jason Wenk on Rebuilding...

Talking Wealth ·

2026/06/18

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 exclusively for RIAs that's grown into one of the largest custodians in the country, serving nearly 5,000 advisory firms. But the conversation everyone's having right now is about AI. When Altruist rolled out its AI-powered tax agent earlier this year, it shaved millions off competitors'

en

31:21

It’s Good to Be a CFP, Robinhood’s “Concierge” Is Now...

Talking Wealth ·

2026/06/11

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 advisor recruiting, and how SpaceX employees are teaming up to negotiate lower advisory fees ahead of the company's anticipated IPO.This episode is sponsored by TEMA. Learn more about their ETF lineup at https://temaetfs.com/ For more from Talking Wealth sign up at:

en

34:37

SpaceX is The Hottest IPO Ever - Here’s Everything...

Talking Wealth ·

2026/06/04

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, which would make it roughly three times the size of the largest U.S. IPO on record.It's set to list on the Nasdaq under the ticker SPCX, with June 12th cited as the expected listing date. And here's the part that matters most for advisors: a reported 30% of the float is being

en

26:04

Jeremy Schwartz on Rethinking the 60/40 Portfolio

Talking Wealth ·

2026/05/28

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 sacrificing your core equity and bond exposure? Jeremy Schwartz from WisdomTree is here to talk about capital efficiency in portfolio management, how to think about the intelligent use of leverage and how to effectively add alternative sources of diversification to your portfolio all while

en

31:44

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

Talking Wealth ·

2026/05/21

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 strategies, why traditional tax-loss harvesting dries up in bull markets, the risks advisors may be overlooking, and why firms like Fidelity Investments and Charles Schwab Corporation are starting to pump the brakes on the category.This episode is sponsored by Calamos. For more

en

All Episodes

Similar Podcasts

TaxTalent.com The Golden Rule Podcast

Adam Golden

TaxTalent.com Podcast

Tony Santiago

SoldiOnline

Mondadori Digital

Inside the ICE House

Intercontinental Exchange

36氪·有识芝士

36氪音频频道