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PODCAST

Presilium Private Wealth

A podcast from Presilium Private Wealth with a variety of interesting strategies to improve your family"s long-term financial plan.

business investing

All Episodes

3:00

FPF 189 - Smart Strategies to Minimize Taxes on Your...

Presilium Private Wealth ·

2026/04/14

For high-net-worth families, building wealth is only part of the equation… preserving it requires a deliberate focus on tax efficiency. While investment returns often get the most attention, taxes can have a significant long-term impact if not managed strategically. In this episode, Jerry Davidse outlines how thoughtful, layered tax strategies can help reduce tax drag and support long-term wealth preservation.In this episode, you’ll learn:• Why tax efficiency is a critical lever for preserving

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3:27

BV 21 - Buyers Don't Pay For Your Past

Presilium Private Wealth ·

2026/04/14

A strong track record can open the door to a potential sale, but buyers rarely pay for what a business has already accomplished. Instead, they focus on future opportunity: how credible, scalable, and compelling the next stage of growth appears. In this episode of Building Value, we discuss why buyers prioritize forward-looking potential and how a clearly articulated growth strategy can influence valuation, deal structure, and buyer interest.In this video, you’ll learn:• Why historical revenue and

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4:10

PC 10 - Should You Participate in Your Company's ESPP?

Presilium Private Wealth ·

2026/04/09

Does your company offer an Employee Stock Purchase Program (ESPP)? Buying your company's stock at a 15% discount sounds like a no-brainer—free money, right?In this episode of Practical Cents, Cullen Martin breaks down why that discount might not be as beneficial as it seems. We explore the hidden dangers of "Concentration Risk," the tax implications that can wipe out your gains, and where your money might serve you better.Before you enroll in your next open window, watch this to ensure you aren't

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4:20

FPF 188 - You Should Want The Market To Go Down

Presilium Private Wealth ·

2026/04/07

Market declines can feel unsettling, but for long-term investors, they can also create powerful opportunities. Temporary downturns often bring fear and uncertainty, yet history shows that some of the strongest market recoveries begin during those very moments. In this episode, Jerry Davidse explains why disciplined investors often benefit from market pullbacks and what recent market volatility can teach about staying focused on long-term goals.In this video, you’ll learn:• Why temporary market

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3:13

TBQ 34 - What Are My First 90-Days Like?

Presilium Private Wealth ·

2026/03/31

The first 90 days of any new financial partnership are the most critical period for establishing long-term success. In this episode, Brook from Presilium dives deep into the critical onboarding phase, explaining why rushing into major changes can be a costly mistake. He shares how focusing on context, clarity, and proactive communication transforms the initial phase into a solid, trusting, and lifelong client relationship.In this episode:• Discover why the initial 90 days sets the essential tone for

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2:33

FPF 187 - One Million Views

Presilium Private Wealth ·

2026/03/31

Reaching one million views is an exciting milestone for the Presilium YouTube channel. When these videos first began, the goal wasn’t simply to generate views… It was to help families navigate the complex financial decisions they face every day. In this episode, Jerry Davidse reflects on the purpose behind the channel, why simplifying financial planning matters, and how education can help families make more confident financial decisions.In this video, you’ll learn:• Why the Presilium YouTube channel

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4:17

PC 9 - Taking Advantage Of A Down Market

Presilium Private Wealth ·

2026/03/26

After back-to-back strong market years, it’s natural to wonder how long the run can last. The truth is: nobody knows. What we do know is that market downturns are inevitable, and while they can feel unsettling in the moment, they can also create real planning opportunities if you’re prepared.In this video, Cullen walks through three strategies that can be especially powerful when markets are temporarily down: Roth conversions, inherited IRA withdrawals, and gifting. The goal isn’t to predict the

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3:44

FPF 186 - Six Years After the COVID Market Low: The...

Presilium Private Wealth ·

2026/03/24

Six years after the market bottom during the COVID-19 pandemic, the lessons from that moment remain just as relevant for investors today. On March 23, 2020, global uncertainty was at its peak, the economy had effectively shut down, and the stock market had just experienced one of the fastest declines in history. In this episode, Jerry Davidse reflects on what that moment felt like, what investors did during the crisis, and the long-term lessons it offers about discipline, preparation, and market

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3:31

FPF 185 - Teaching Your Children About Investing:...

Presilium Private Wealth ·

2026/03/17

In this week’s Financial Planning Friday, Jerry shares practical, values-based ways to teach kids about investing while keeping them grounded. The focus is on building strong habits: earning money before investing it, learning consistency, and understanding that long-term investing is intentionally “boring.”Key Takeaways:• Start with the “why,” not the “wow.” Help kids see investing as a tool for freedom, options, and security—not status.• Tie investing to earned money. Use chores, responsibility,

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5:12

PC 8 - Your Income Explained

Presilium Private Wealth ·

2026/03/11

As the tax filing deadline approaches, many investors find themselves revisiting financial terms that tend to surface only once a year. Concepts like adjusted gross income, modified adjusted gross income, and taxable income often sound interchangeable, but they serve very different roles in how your tax liability is calculated and how effective tax planning is structured.Understanding how these income measures work is an important step in making more informed financial decisions. Each one plays a

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4:27

FPF 184 - The Market Crash of 1929

Presilium Private Wealth ·

2026/03/10

Jerry breaks down the 1929 market crash and the chain reaction that turned a major decline into a historic collapse. While modern markets can absolutely experience sharp drawdowns and recessions, Jerry explains why the same 1929-style cascade is extremely unlikely today due to stronger regulation, a more developed crisis-response playbook, broader diversification, and far tighter margin rules.What You’ll Learn:• Why 1929 was the “Wild West” compared to today’s financial markets• How modern

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4:10

BV 20 - Predictability Is The Premium

Presilium Private Wealth ·

2026/03/10

Growth feels like progress, but when buyers evaluate a business, they are not looking for excitement… They are looking for predictability. Volatility and high growth often get justified as ambition from the inside, but uncertainty is the factor that ultimately erodes value. In this episode of Building Value, we dive into why consistent margins, repeat customers, and stable cash flow are the true premiums buyers pay for.In this episode:• Understand why buyers prioritize predictability over chasing

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4:03

FPF 183 - What We Believe

Presilium Private Wealth ·

2026/03/03

As we kick off a new year, Jerry Davidse, CEO of Presilium, shares the core principles that guide our investment decisions, especially when markets get noisy and volatile.This episode is a clear reminder that successful investing isn’t about predicting the next headline. It’s about having a goal-focused plan, staying diversified, and following a disciplined process that protects long-term compounding.In this episode, we cover:• Long-term, goal-focused, plan-driven investing• Why market timing and

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3:44

PC 7 - Rethinking Company Stock In Your 401k

Presilium Private Wealth ·

2026/02/26

For many professionals at publicly traded companies, owning company stock can feel like a natural extension of pride and loyalty in the work you do. But when it comes to your 401K (often your largest long-term financial asset) adding company stock may introduce more risk than you realize.In this episode of Practical Cents, Cullen breaks down why concentrating too much of your retirement savings in your employer’s stock can become a double-exposure problem… where your job, benefits, and retirement

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4:30

FPF 182 - Why Staying Invested Beats Waiting For Clarity

Presilium Private Wealth ·

2026/02/24

In this video, Jerry Davidse challenges the common investor desire to wait for market clarity before investing. He reveals why holding cash during uncertain times, while seemingly safe, can be one of the most expensive long-term mistakes. Jerry shows that the stock market anticipates future events and rewards consistent patience, not attempts to perfectly time the rebound. He emphasizes that the most successful approach is a disciplined, long-term strategy aligned with your personal goals at

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4:01

TBQ 33 - Why Co-Managers

Presilium Private Wealth ·

2026/02/24

In this episode, Brook introduces the Code Manager program at Presilium, a unique structural approach designed to revolutionize the way clients experience financial planning. We dive into why moving away from the "solo advisor" model toward a co-manager system is essential for providing long-term security. By integrating multiple advisors into every relationship, Presilium ensures that no client is ever left without expert guidance due to an advisor’s vacation, life change, or retirement.In this

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2:41

FPF 181 - Market Predictions and Fortune Tellers

Presilium Private Wealth ·

2026/02/19

Every year, Wall Street strategists release S&P 500 price targets predicting where the market will finish by year-end. These forecasts come from highly credentialed teams with massive research budgets and yet, they frequently miss by a wide margin.In this video, Jerry Davidse breaks down a table of Wall Street strategist forecasts vs. actual S&P 500 results going back to 2000, showing just how different reality can be from prediction. Some years the market surges when forecasts call for

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3:27

PC 6 - How Should My 401k Be Invested

Presilium Private Wealth ·

2026/02/11

If you’re a few years from retirement and your 401(k) has become your biggest financial asset, one question starts to matter a lot more: “Am I actually confident in how this money is invested?” In this episode, Cullen talks directly to near-retirees who saved diligently but haven’t consistently reviewed their 401(k) investment strategy… when there’s less time to recover from major mistakes. The big message: before you obsess over funds and allocations, you need a plan that connects your investments

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3:25

BV 19 - The Hidden Cost Of Hero Revenue

Presilium Private Wealth ·

2026/02/10

Early success in businesses often relies on the owner being the exceptional "hero," closing the biggest deals and solving the hardest problems. However, this dependence on a single individual can eventually become the biggest limiter of enterprise value, creating uncertainty and concentration risk for potential buyers. In this episode of Building Value, we discuss how to shift from being essential to being strategic by building systems and delegating key processes. Discover the actionable steps you

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3:58

FPF 180 - Our AI Driven Market vs. The 90s Internet...

Presilium Private Wealth ·

2026/02/10

Is today’s AI boom starting to feel like the dot-com era? In this episode, Jerry Davidse compares two “world-changing” moments: the launch of the modern internet (Netscape, December 1994) and the current AI surge that accelerated with ChatGPT in late 2022.Back then, markets delivered incredible gains… yet the path wasn’t smooth. Excitement turned into overconfidence, valuations stretched, and investors learned a painful lesson: great technology doesn’t guarantee great investment results at any

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269 results

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