# Talking Wealth

Page: https://stenobird.com/podcast/talking-wealth-7500068
Text version: https://stenobird.com/podcast/talking-wealth-7500068.md
RSS feed: https://feeds.megaphone.fm/talkingwealth
Official site: https://talkingwealthpod.com/
Author: The Compound
Episodes: 66

## Resource

Freeing Advisors to Build the Practice of Their Dreams

## Machine-readable

JSON: https://stenobird.com/v1/public/podcasts/talking-wealth-7500068
Markdown: https://stenobird.com/podcast/talking-wealth-7500068.md

## Episodes
- [Jeremy Schwartz on Rethinking the 60/40 Portfolio](https://stenobird.com/podcast/talking-wealth-7500068/jeremy-schwartz-on-rethinking-the-60-40-portfolio) — 2026-05-28T16:29:00+00:00
- [The Tax-Loss Machine: How Long-Short Took Over Wealth Management](https://stenobird.com/podcast/talking-wealth-7500068/the-tax-loss-machine-how-long-short-took-over-wealth-management) — 2026-05-21T16:37:00+00:00
- [Crushing Skulls in the Asset Management Biz with Manish Khatta (Potomac)](https://stenobird.com/podcast/talking-wealth-7500068/crushing-skulls-in-the-asset-management-biz-with-manish-khatta-potomac) — 2026-05-14T16:00:00+00:00
- [Are Financial Advisors Dead? Michael Kitces Weighs In](https://stenobird.com/podcast/talking-wealth-7500068/are-financial-advisors-dead-michael-kitces-weighs-in) — 2026-05-07T16:00:00+00:00
- [How to Improve Client Portfolios](https://stenobird.com/podcast/talking-wealth-7500068/how-to-improve-client-portfolios) — 2026-04-30T16:00:00+00:00
- [Recruiting Expert Louis Diamond on Why the Market for Advisor Talent Is on Fire](https://stenobird.com/podcast/talking-wealth-7500068/recruiting-expert-louis-diamond-on-why-the-market-for-advisor-talent-is-on-fire) — 2026-04-23T16:00:00+00:00
- [How to Create Tax Alpha](https://stenobird.com/podcast/talking-wealth-7500068/how-to-create-tax-alpha) — 2026-04-16T16:00:00+00:00
- [Death of the Advisor](https://stenobird.com/podcast/talking-wealth-7500068/death-of-the-advisor) — 2026-04-09T16:00:00+00:00
- [The $3.9 Trillion Land Grab](https://stenobird.com/podcast/talking-wealth-7500068/the-3-9-trillion-land-grab) — 2026-04-02T16:00:00+00:00
- [The Missing Layer in Wealth Management](https://stenobird.com/podcast/talking-wealth-7500068/the-missing-layer-in-wealth-management) — 2026-03-26T16:00:00+00:00
- [The Inside Story of OpenArc’s $129 Billion Breakaway with Dynasty’s Shirl Penney](https://stenobird.com/podcast/talking-wealth-7500068/the-inside-story-of-openarc-s-129-billion-breakaway-with-dynasty-s-shirl-penney) — 2026-03-19T16:00:00+00:00
- [How to Borrow Against Your Portfolio For Less](https://stenobird.com/podcast/talking-wealth-7500068/how-to-borrow-against-your-portfolio-for-less) — 2026-03-12T16:45:00+00:00
- [The Extinction Event in Wealth Tech](https://stenobird.com/podcast/talking-wealth-7500068/the-extinction-event-in-wealth-tech) — 2026-03-05T16:55:00+00:00
- [Private Credit: Now Youse Can’t leave](https://stenobird.com/podcast/talking-wealth-7500068/private-credit-now-youse-can-t-leave) — 2026-02-23T16:22:00+00:00
- [Demographics are Destiny in the Housing Market](https://stenobird.com/podcast/talking-wealth-7500068/demographics-are-destiny-in-the-housing-market) — 2026-02-19T16:42:00+00:00
- [Why 3,000 Financial Advisors Are Meeting up to Discuss AI](https://stenobird.com/podcast/talking-wealth-7500068/why-3-000-financial-advisors-are-meeting-up-to-discuss-ai) — 2026-02-12T16:45:00+00:00
- [Private Equity's Liquidity Problem](https://stenobird.com/podcast/talking-wealth-7500068/private-equity-s-liquidity-problem) — 2026-02-04T16:59:00+00:00
- [Is Social Security Going Bankrupt?](https://stenobird.com/podcast/talking-wealth-7500068/is-social-security-going-bankrupt) — 2026-01-28T19:16:00+00:00
- [Why Advisors Go Independent](https://stenobird.com/podcast/talking-wealth-7500068/why-advisors-go-independent) — 2026-01-21T15:40:00+00:00
- [The Lie on Both Sides of Investment Management](https://stenobird.com/podcast/talking-wealth-7500068/the-lie-on-both-sides-of-investment-management) — 2026-01-14T15:45:00+00:00
- [Be the GP: How to Invest in the 2 & 20](https://stenobird.com/podcast/talking-wealth-7500068/be-the-gp-how-to-invest-in-the-2-20) — 2026-01-07T16:50:00+00:00
- [How to Beat the 4% Retirement Spending Rule | Ben with Benefits](https://stenobird.com/podcast/talking-wealth-7500068/how-to-beat-the-4-retirement-spending-rule-ben-with-benefits) — 2025-12-22T16:40:00+00:00
- [When Alts Go Bad: The BlueRock Blowup and a Liquidity Wake-Up Call](https://stenobird.com/podcast/talking-wealth-7500068/when-alts-go-bad-the-bluerock-blowup-and-a-liquidity-wake-up-call) — 2025-12-19T16:45:00+00:00
- [FINNY Reveals New $150 Million Valuation!](https://stenobird.com/podcast/talking-wealth-7500068/finny-reveals-new-150-million-valuation) — 2025-12-18T23:50:00+00:00
- [BOMBSHELL - 90 Percent of RIAs are Actually Shrinking!](https://stenobird.com/podcast/talking-wealth-7500068/bombshell-90-percent-of-rias-are-actually-shrinking) — 2025-12-10T15:56:00+00:00
- [Here’s What Your Competitors Are Doing. A Deep Dive Into Schwab’s 2025 RIA Benchmarking Study](https://stenobird.com/podcast/talking-wealth-7500068/here-s-what-your-competitors-are-doing-a-deep-dive-into-schwab-s-2025-ria-benchmarking-study) — 2025-12-03T15:45:00+00:00

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