Podcast

Wealthyist

Author: Annex Wealth Management
Feed episode count: 72
RSS: https://feeds.transistor.fm/wealthyist
JSON: /v1/public/podcasts/wealthyist-7108446
Markdown: /podcast/wealthyist-7108446.md

Summary

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.

Episodes

Jul 27, 2026 · not_requested

Wealthyist E71 | RSUs Unlocked: How Restricted Stock Units Can Create Wealth

Duration seconds: 1217
Source: https://share.transistor.fm/s/d0017627

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Jul 21, 2026 · not_requested

Wealthyist E70 | Heart, Wealth & Legacy: Tax-Smart Giving Strategies That Outlive You with Gunnar Crowell

Duration seconds: 2029
Source: https://share.transistor.fm/s/d23f0f5d

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Jul 10, 2026 · not_requested

Wealthyist E69 | Luxury Homes That Live Well: Kitchens, Wellness Suites & Future-Proof Design for the Wealthy with Amber Kolacki-Hake

Duration seconds: 1442
Source: https://share.transistor.fm/s/399d87ff

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Jun 26, 2026 · not_requested

Wealthyist Replay| Passion Assets: Turning Your Treasures (and Pets!) into Lasting Legacies – Don't Let Love Become a Burden

Duration seconds: 1381
Source: https://share.transistor.fm/s/e27b5c6d

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Jun 19, 2026 · not_requested

Wealthyist E68 | Roots of Wealth: Mastering Tree Care for Luxury Estates with Third-Gen Arborist Freddie Hoppe

Duration seconds: 1798
Source: https://share.transistor.fm/s/7b4810ca

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Jun 12, 2026 · not_requested

Wealthyist E67 | Your Business's 401(k): A Strategic Tool To Attract & Retain Employees

Duration seconds: 1444
Source: https://share.transistor.fm/s/483e5405

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Jun 5, 2026 · not_requested

Wealthyist E66 | Tax Prep vs. Tax Planning: Why High-Net-Worth Families Might Need Both Under One Roof

Duration seconds: 1951
Source: https://share.transistor.fm/s/e1bf0d01

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May 29, 2026 · not_requested

Wealthyist E65 | Are Beneficiary Designations Undermining Your Estate Plan?

Duration seconds: 1048
Source: https://share.transistor.fm/s/98822c78

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May 15, 2026 · not_requested

Wealthyist E64 | Luxury Isn't a Price Tag: Redefining the 'Biggest Day' with Wedding Pros Ashley Kuehnel & Koryn Bennett

Duration seconds: 2894
Source: https://share.transistor.fm/s/8f2978e9

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May 8, 2026 · not_requested

Wealthyist E63: Dream Machines & Detroit Steel: Corvette Joy, Classic Car Investing, and Reviving Milwaukee Concours

Duration seconds: 1737
Source: https://share.transistor.fm/s/fff21dd7

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May 1, 2026 · not_requested

Wealthyist E61 | From Navy SEAL to Building Impact-Driven Businesses: Leadership Lessons from the Battlefield to the Boardroom with John Choate

Duration seconds: 1371
Source: https://share.transistor.fm/s/df917766

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Apr 22, 2026 · not_requested

Wealthyist E60 | Philanthropy From The Heart: How Ultra-Wealthy Donors Turn Simple Giving Into Transformation with Joan Nesbitt

Duration seconds: 2304
Source: https://share.transistor.fm/s/a5d6f9aa

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Apr 10, 2026 · not_requested

Wealthyist E59: Private Jets Without Owning the Plane: How Jet OUT’s Co-Ownership Reclaims Time for the Wealthy

Duration seconds: 1374
Source: https://share.transistor.fm/s/f824f38b

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Apr 1, 2026 · not_requested

Wealthyist E58 | Bricks, Policy & Legacy: Building Generational Wealth in Wisconsin Commercial Real Estate with Jim Villa

Duration seconds: 1892
Source: https://share.transistor.fm/s/e6b547e6

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Mar 27, 2026 · not_requested

Wealthyist E57: How the Wealthy Are Quietly Revolutionizing Healthcare: Transparent Costs, Direct Care & Massive Savings with Dr. Timothy Murray

Duration seconds: 2140
Source: https://share.transistor.fm/s/2fcc1c7b

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Mar 13, 2026 · not_requested

Wealthyist E56 |Passion Assets: Turning Your Treasures (and Pets!) into Lasting Legacies – Don't Let Love Become a Burden

Duration seconds: 1381
Source: https://share.transistor.fm/s/0170348f

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Mar 8, 2026 · not_requested

Wealthyist E55 | Branding 2.0: Rich Gray on Authentic Athlete Partnerships, NIL Evolution & Long-Term Legacy

Duration seconds: 1872
Source: https://share.transistor.fm/s/043c5177

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Feb 27, 2026 · not_requested

Wealthyist E54 | Redefining Luxury: From Bling to Meaningful Moments – The New Era of Wealthy Travel with Rose Gray

Duration seconds: 1936
Source: https://share.transistor.fm/s/83380cb2

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Feb 20, 2026 · not_requested

Wealthyist E53 | How Direct Primary Care Delivers Proactive Health for Busy Executives, Families, and Businesses (with Dr. Suzanne Gehl)

Duration seconds: 1770
Source: https://share.transistor.fm/s/b8d3de93

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Feb 13, 2026 · not_requested

Wealthyist E52 | From Tee Times to Timeless Experiences: How Golf Became The Ultimate Wealth Play with Brian Weis

Duration seconds: 1901
Source: https://share.transistor.fm/s/d86877eb

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Feb 6, 2026 · not_requested

Wealthyist E51 | Biohealth Boom, I-94 Dreams, and the Next Great Wealth Transfer with Waukesha County Business Alliance's Amanda Payne

Duration seconds: 1943
Source: https://share.transistor.fm/s/8c3c6b4c

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Jan 30, 2026 · not_requested

Wealthyist E50 | More Than A Check: How Wealthy Are Rolling Up Their Sleeves With The United Way

Duration seconds: 1831
Source: https://share.transistor.fm/s/d56c357a

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Jan 26, 2026 · not_requested

Wealthyist E49 | The Sell-Side Secret: How Investment Bankers Could Multiply Your Exit with Steve Sprindis

Duration seconds: 1811
Source: https://share.transistor.fm/s/fd7ce824

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Jan 16, 2026 · not_requested

Wealthyist E48: Dynasty 529 Plans & Other 529 Concepts With Khaleel Ali from Edvest

Duration seconds: 1801
Source: https://share.transistor.fm/s/7d1202f4

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Jan 9, 2026 · not_requested

Wealthyist E47: Less Crying, More Thriving: Jake Biernbaum on Horses, Humans, and Smart Business

Duration seconds: 2342
Source: https://share.transistor.fm/s/b7119dca

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Dec 19, 2025 · not_requested

Wealthyist E46 | Philanthropy and Legacy: Guiding Athletes to Meaningful Impact with Chellee Siewert

Duration seconds: 1527
Source: https://share.transistor.fm/s/b3362e8d

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Dec 12, 2025 · not_requested

Wealthyist E45: Anna Franklin on the Real Psychology of Wealthy Home Design

Duration seconds: 1798
Source: https://share.transistor.fm/s/2b998ea6

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Dec 5, 2025 · not_requested

Wealthyist E44 | From 9/11 to Two Successful Exits: Building Transferable Businesses & Planning Life After the Sale (with Andy Oliver, Partner at Oak Hill Business Partners)

Duration seconds: 1527
Source: https://share.transistor.fm/s/fe852c6d

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Nov 28, 2025 · not_requested

Wealthyist E43 | Equity Compensation - What It Is, Tax Pitfalls, and Planning Tips

Duration seconds: 1152
Source: https://share.transistor.fm/s/9f058448

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Nov 21, 2025 · not_requested

Wealthyist E42 | Staying Grounded - An Interview With Former NBA Star Steve Novak

Duration seconds: 1981
Source: https://share.transistor.fm/s/82824165

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