# Wealthyist

Page: https://stenobird.com/podcast/wealthyist-7108446
Text version: https://stenobird.com/podcast/wealthyist-7108446.md
RSS feed: https://feeds.transistor.fm/wealthyist
Author: Annex Wealth Management
Episodes: 72

## Resource

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.

## Machine-readable

JSON: https://stenobird.com/v1/public/podcasts/wealthyist-7108446
Markdown: https://stenobird.com/podcast/wealthyist-7108446.md

## Episodes
- [Wealthyist E71 | RSUs Unlocked: How Restricted Stock Units Can Create Wealth](https://stenobird.com/podcast/wealthyist-7108446/wealthyist-e71-rsus-unlocked-how-restricted-stock-units-can-create-wealth) — 2026-07-27T11:10:56+00:00
- [Wealthyist E70 | Heart, Wealth & Legacy: Tax-Smart Giving Strategies That Outlive You with Gunnar Crowell](https://stenobird.com/podcast/wealthyist-7108446/wealthyist-e70-heart-wealth-legacy-tax-smart-giving-strategies-that-outlive-you-with-gunnar-crowell) — 2026-07-21T16:39:57+00:00
- [Wealthyist E69 | Luxury Homes That Live Well: Kitchens, Wellness Suites & Future-Proof Design for the Wealthy with Amber Kolacki-Hake](https://stenobird.com/podcast/wealthyist-7108446/wealthyist-e69-luxury-homes-that-live-well-kitchens-wellness-suites-future-proof-design-for-the-wealthy-with-amber-kolacki-hake) — 2026-07-10T14:15:01+00:00
- [Wealthyist Replay| Passion Assets: Turning Your Treasures (and Pets!) into Lasting Legacies – Don't Let Love Become a Burden](https://stenobird.com/podcast/wealthyist-7108446/wealthyist-replay-passion-assets-turning-your-treasures-and-pets-into-lasting-legacies-don-t-let-love-become-a-burden) — 2026-06-26T14:13:24+00:00
- [Wealthyist E68 | Roots of Wealth: Mastering Tree Care for Luxury Estates with Third-Gen Arborist Freddie Hoppe](https://stenobird.com/podcast/wealthyist-7108446/wealthyist-e68-roots-of-wealth-mastering-tree-care-for-luxury-estates-with-third-gen-arborist-freddie-hoppe) — 2026-06-19T17:59:00+00:00
- [Wealthyist E67 | Your Business's 401(k): A Strategic Tool To Attract & Retain Employees](https://stenobird.com/podcast/wealthyist-7108446/wealthyist-e66-your-business-s-401-k-a-strategic-tool-to-attract-retain-employees) — 2026-06-12T19:40:42+00:00
- [Wealthyist E66 | Tax Prep vs. Tax Planning: Why High-Net-Worth Families Might Need Both Under One Roof](https://stenobird.com/podcast/wealthyist-7108446/wealthyist-e66-tax-prep-vs-tax-planning-why-high-net-worth-families-might-need-both-under-one-roof) — 2026-06-05T15:04:20+00:00
- [Wealthyist E65 | Are Beneficiary Designations Undermining Your Estate Plan?](https://stenobird.com/podcast/wealthyist-7108446/wealthyist-e65-are-beneficiary-designations-undermining-your-estate-plan) — 2026-05-29T19:04:21+00:00
- [Wealthyist E64 | Luxury Isn't a Price Tag: Redefining the 'Biggest Day' with Wedding Pros Ashley Kuehnel & Koryn Bennett](https://stenobird.com/podcast/wealthyist-7108446/wealthyist-e64-luxury-isn-t-a-price-tag-redefining-the-biggest-day-with-wedding-pros-ashley-kuehnel-koryn-bennett) — 2026-05-15T17:09:00+00:00
- [Wealthyist E63: Dream Machines & Detroit Steel: Corvette Joy, Classic Car Investing, and Reviving Milwaukee Concours](https://stenobird.com/podcast/wealthyist-7108446/wealthyist-e63-dream-machines-detroit-steel-corvette-joy-classic-car-investing-and-reviving-milwaukee-concours) — 2026-05-08T15:36:54+00:00
- [Wealthyist E61 | From Navy SEAL to Building Impact-Driven Businesses: Leadership Lessons from the Battlefield to the Boardroom with John Choate](https://stenobird.com/podcast/wealthyist-7108446/wealthyist-e61-from-navy-seal-to-building-impact-driven-businesses-leadership-lessons-from-the-battlefield-to-the-boardroom-with-john-choate) — 2026-05-01T17:41:00+00:00
- [Wealthyist E60 | Philanthropy From The Heart: How Ultra-Wealthy Donors Turn Simple Giving Into Transformation with Joan Nesbitt](https://stenobird.com/podcast/wealthyist-7108446/wealthyist-e60-philanthropy-from-the-heart-how-ultra-wealthy-donors-turn-simple-giving-into-transformation-with-joan-nesbitt) — 2026-04-22T14:31:11+00:00
- [Wealthyist E59: Private Jets Without Owning the Plane: How Jet OUT’s Co-Ownership Reclaims Time for the Wealthy](https://stenobird.com/podcast/wealthyist-7108446/wealthyist-e59-private-jets-without-owning-the-plane-how-jet-out-s-co-ownership-reclaims-time-for-the-wealthy) — 2026-04-10T14:22:41+00:00
- [Wealthyist E58 | Bricks, Policy & Legacy: Building Generational Wealth in Wisconsin Commercial Real Estate with Jim Villa](https://stenobird.com/podcast/wealthyist-7108446/wealthyist-e58-bricks-policy-legacy-building-generational-wealth-in-wisconsin-commercial-real-estate-with-jim-villa) — 2026-04-01T20:23:24+00:00
- [Wealthyist E57: How the Wealthy Are Quietly Revolutionizing Healthcare: Transparent Costs, Direct Care & Massive Savings with Dr. Timothy Murray](https://stenobird.com/podcast/wealthyist-7108446/wealthyist-e57-how-the-wealthy-are-quietly-revolutionizing-healthcare-transparent-costs-direct-care-massive-savings-with-dr-timothy-murray) — 2026-03-27T20:27:10+00:00
- [Wealthyist E56 |Passion Assets: Turning Your Treasures (and Pets!) into Lasting Legacies – Don't Let Love Become a Burden](https://stenobird.com/podcast/wealthyist-7108446/wealthyist-e56-passion-assets-turning-your-treasures-and-pets-into-lasting-legacies-don-t-let-love-become-a-burden) — 2026-03-13T19:25:48+00:00
- [Wealthyist E55 | Branding 2.0: Rich Gray on Authentic Athlete Partnerships, NIL Evolution & Long-Term Legacy](https://stenobird.com/podcast/wealthyist-7108446/wealthyist-e55-branding-2-0-rich-gray-on-authentic-athlete-partnerships-nil-evolution-long-term-legacy) — 2026-03-08T02:58:53+00:00
- [Wealthyist E54 | Redefining Luxury: From Bling to Meaningful Moments – The New Era of Wealthy Travel with Rose Gray](https://stenobird.com/podcast/wealthyist-7108446/wealthyist-e54-redefining-luxury-from-bling-to-meaningful-moments-the-new-era-of-wealthy-travel-with-rose-gray) — 2026-02-27T20:08:32+00:00
- [Wealthyist E53 | How Direct Primary Care Delivers Proactive Health for Busy Executives, Families, and Businesses (with Dr. Suzanne Gehl)](https://stenobird.com/podcast/wealthyist-7108446/wealthyist-e53-how-direct-primary-care-delivers-proactive-health-for-busy-executives-families-and-businesses-with-dr-suzanne-gehl) — 2026-02-20T20:26:41+00:00
- [Wealthyist E52 | From Tee Times to Timeless Experiences: How Golf Became The Ultimate Wealth Play with Brian Weis](https://stenobird.com/podcast/wealthyist-7108446/wealthyist-e52-from-tee-times-to-timeless-experiences-how-golf-became-the-ultimate-wealth-play-with-brian-weis) — 2026-02-13T21:04:42+00:00
- [Wealthyist E51 | Biohealth Boom, I-94 Dreams, and the Next Great Wealth Transfer with Waukesha County Business Alliance's Amanda Payne](https://stenobird.com/podcast/wealthyist-7108446/wealthyist-e51-biohealth-boom-i-94-dreams-and-the-next-great-wealth-transfer-with-waukesha-county-business-alliance-s-amanda-payne) — 2026-02-06T20:41:49+00:00
- [Wealthyist E50 | More Than A Check: How Wealthy Are Rolling Up Their Sleeves With The United Way](https://stenobird.com/podcast/wealthyist-7108446/wealthyist-e50-more-than-a-check-how-wealthy-are-rolling-up-their-sleeves-with-the-united-way) — 2026-01-30T20:52:42+00:00
- [Wealthyist E49 | The Sell-Side Secret: How Investment Bankers Could Multiply Your Exit with Steve Sprindis](https://stenobird.com/podcast/wealthyist-7108446/wealthyist-e49-the-sell-side-secret-how-investment-bankers-could-multiply-your-exit-with-steve-sprindis) — 2026-01-26T18:24:22+00:00
- [Wealthyist E48: Dynasty 529 Plans & Other 529 Concepts With Khaleel Ali from Edvest](https://stenobird.com/podcast/wealthyist-7108446/wealthyist-e48-dynasty-529-plans-other-529-concepts-with-khaleel-ali-from-edvest) — 2026-01-16T21:45:51+00:00
- [Wealthyist E47: Less Crying, More Thriving: Jake Biernbaum on Horses, Humans, and Smart Business](https://stenobird.com/podcast/wealthyist-7108446/wealthyist-e47-less-crying-more-thriving-jake-biernbaum-on-horses-humans-and-smart-business) — 2026-01-09T17:10:23+00:00
- [Wealthyist E46 |  Philanthropy and Legacy: Guiding Athletes to Meaningful Impact with Chellee Siewert](https://stenobird.com/podcast/wealthyist-7108446/wealthyist-e46-philanthropy-and-legacy-guiding-athletes-to-meaningful-impact-with-chellee-siewert) — 2025-12-19T13:57:14+00:00
- [Wealthyist E45: Anna Franklin on the Real Psychology of Wealthy Home Design](https://stenobird.com/podcast/wealthyist-7108446/wealthyist-e45-anna-franklin-on-the-real-psychology-of-wealthy-home-design) — 2025-12-12T20:36:58+00:00
- [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)](https://stenobird.com/podcast/wealthyist-7108446/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) — 2025-12-05T17:02:03+00:00
- [Wealthyist E43 | Equity Compensation - What It Is, Tax Pitfalls, and Planning Tips](https://stenobird.com/podcast/wealthyist-7108446/wealthyist-e43-equity-compensation-what-it-is-tax-pitfalls-and-planning-tips) — 2025-11-28T19:22:00+00:00
- [Wealthyist E42 | Staying Grounded - An Interview With Former NBA Star Steve Novak](https://stenobird.com/podcast/wealthyist-7108446/wealthyist-e42-staying-grounded-an-interview-with-former-nba-star-steve-novak) — 2025-11-21T20:11:33+00:00

## Actions

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