Podcast

Talking Wealth

Author: The Compound
Feed episode count: 66
Official site: https://talkingwealthpod.com/
RSS: https://feeds.megaphone.fm/talkingwealth
JSON: /v1/public/podcasts/talking-wealth-7500068
Markdown: /podcast/talking-wealth-7500068.md

Summary

Freeing Advisors to Build the Practice of Their Dreams

Episodes

May 28, 2026 · not_requested

Jeremy Schwartz on Rethinking the 60/40 Portfolio

Duration seconds: 1564
Source: https://pdst.fm/e/traffic.megaphone.fm/TCP9020079977.mp3

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May 21, 2026 · not_requested

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

Duration seconds: 1904
Source: https://pdst.fm/e/traffic.megaphone.fm/TCP8247809120.mp3

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May 14, 2026 · not_requested

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

Duration seconds: 1978
Source: https://pdst.fm/e/traffic.megaphone.fm/TCP8136360850.mp3

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May 7, 2026 · not_requested

Are Financial Advisors Dead? Michael Kitces Weighs In

Duration seconds: 2184
Source: https://pdst.fm/e/traffic.megaphone.fm/TCP9556382128.mp3

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Apr 30, 2026 · not_requested

How to Improve Client Portfolios

Duration seconds: 1771
Source: https://pdst.fm/e/traffic.megaphone.fm/TCP8912573232.mp3

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Apr 23, 2026 · not_requested

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

Duration seconds: 1892
Source: https://pdst.fm/e/traffic.megaphone.fm/TCP2870988151.mp3

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Apr 16, 2026 · not_requested

How to Create Tax Alpha

Duration seconds: 1864
Source: https://pdst.fm/e/traffic.megaphone.fm/TCP4263197295.mp3

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Apr 9, 2026 · not_requested

Death of the Advisor

Duration seconds: 2153
Source: https://pdst.fm/e/traffic.megaphone.fm/TCP3036902314.mp3

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Apr 2, 2026 · not_requested

The $3.9 Trillion Land Grab

Duration seconds: 2402
Source: https://pdst.fm/e/traffic.megaphone.fm/TCP1719620439.mp3

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Mar 26, 2026 · not_requested

The Missing Layer in Wealth Management

Duration seconds: 1546
Source: https://pdst.fm/e/traffic.megaphone.fm/TCP1492205639.mp3?updated=1774536917

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Mar 19, 2026 · not_requested

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

Duration seconds: 1566
Source: https://pdst.fm/e/traffic.megaphone.fm/TCP1150223475.mp3

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Mar 12, 2026 · not_requested

How to Borrow Against Your Portfolio For Less

Duration seconds: 1542
Source: https://pdst.fm/e/traffic.megaphone.fm/TCP9685953071.mp3

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Mar 5, 2026 · not_requested

The Extinction Event in Wealth Tech

Duration seconds: 1809
Source: https://pdst.fm/e/traffic.megaphone.fm/TCP6782325407.mp3

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Feb 23, 2026 · not_requested

Private Credit: Now Youse Can’t leave

Duration seconds: 2018
Source: https://pdst.fm/e/traffic.megaphone.fm/TCP6259626246.mp3

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Feb 19, 2026 · not_requested

Demographics are Destiny in the Housing Market

Duration seconds: 1543
Source: https://pdst.fm/e/traffic.megaphone.fm/TCP6810602667.mp3

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Feb 12, 2026 · not_requested

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

Duration seconds: 2183
Source: https://pdst.fm/e/traffic.megaphone.fm/TCP6581274099.mp3?updated=1770910156

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Feb 4, 2026 · not_requested

Private Equity's Liquidity Problem

Duration seconds: 1934
Source: https://pdst.fm/e/traffic.megaphone.fm/TCP3948587746.mp3?updated=1770225083

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Jan 28, 2026 · not_requested

Is Social Security Going Bankrupt?

Duration seconds: 1749
Source: https://pdst.fm/e/traffic.megaphone.fm/TCP5920981897.mp3

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Jan 21, 2026 · not_requested

Why Advisors Go Independent

Duration seconds: 1974
Source: https://pdst.fm/e/traffic.megaphone.fm/TCP4480496262.mp3

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Jan 14, 2026 · not_requested

The Lie on Both Sides of Investment Management

Duration seconds: 1943
Source: https://pdst.fm/e/traffic.megaphone.fm/TCP4162547163.mp3?updated=1768400588

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Jan 7, 2026 · not_requested

Be the GP: How to Invest in the 2 & 20

Duration seconds: 1925
Source: https://pdst.fm/e/traffic.megaphone.fm/TCP4174618523.mp3

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Dec 22, 2025 · not_requested

How to Beat the 4% Retirement Spending Rule | Ben with Benefits

Duration seconds: 1776
Source: https://pdst.fm/e/traffic.megaphone.fm/TCP7599752701.mp3

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Dec 19, 2025 · not_requested

When Alts Go Bad: The BlueRock Blowup and a Liquidity Wake-Up Call

Duration seconds: 1806
Source: https://pdst.fm/e/traffic.megaphone.fm/TCP8835437174.mp3?updated=1766116781

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Dec 18, 2025 · not_requested

FINNY Reveals New $150 Million Valuation!

Duration seconds: 1519
Source: https://pdst.fm/e/traffic.megaphone.fm/TCP9128113111.mp3

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Dec 10, 2025 · not_requested

BOMBSHELL - 90 Percent of RIAs are Actually Shrinking!

Duration seconds: 1852
Source: https://pdst.fm/e/traffic.megaphone.fm/TCP8582327078.mp3

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Dec 3, 2025 · not_requested

Here’s What Your Competitors Are Doing. A Deep Dive Into Schwab’s 2025 RIA Benchmarking Study

Duration seconds: 2128
Source: https://pdst.fm/e/traffic.megaphone.fm/TCP5966023612.mp3

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