{"podcast":{"title":"Wealthyist","slug":"wealthyist-7108446","podcast_index_feed_id":7108446,"rss_url":"https://feeds.transistor.fm/wealthyist","website_url":null,"image_url":"https://img.transistorcdn.com/9fzlYgQSKs2GTe84t3M6JP01XMEUpR9pXCxWgyUN6CY/rs:fill:0:0:1/w:1400/h:1400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS83MWRm/YWQ1NmRjOWIwNmNm/MjExZmE3MjViNTU0/Njk5NC5qcGc.jpg","author":"Annex Wealth Management","episode_count":72,"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.","last_synced_at":"2026-07-27T22:18:55.167980+00:00","page_url":"https://stenobird.com/podcast/wealthyist-7108446"},"episode":{"title":"Wealthyist E50 | More Than A Check: How Wealthy Are Rolling Up Their Sleeves With The United Way","slug":"wealthyist-e50-more-than-a-check-how-wealthy-are-rolling-up-their-sleeves-with-the-united-way","published_at":"2026-01-30T20:52:42+00:00","page_url":"https://stenobird.com/podcast/wealthyist-7108446/wealthyist-e50-more-than-a-check-how-wealthy-are-rolling-up-their-sleeves-with-the-united-way","show_page_url":"https://stenobird.com/podcast/wealthyist-7108446","url":"https://share.transistor.fm/s/d56c357a","audio_url":"https://media.transistor.fm/d56c357a/bee864db.mp3","summary":"In this engaging episode of Wealthyist , hosted by Anthony Mlachnik (Senior Wealth Advisor at Annex Private Client), he interviews Karissa Gretebeck , Manager of Volunteer Engagement at United Way in Greater Milwaukee and Waukesha County. With nearly 15 years at United Way, Karisa shares her journey from a small nonprofit to embracing the organization's global reach, brand strength, and collaborative impact in creating positive community change. The conversation centers on evolving philanthropy among wealthy individuals, families, and corporations . Key highlights include: A growing desire for hands-on involvement beyond financial donations—volunteering, personal engagement, and exposing children to giving back to build a family culture of philanthropy. United Way's shift toward targeted \"key initiatives\" (e.g., eliminating family homelessness, stable employment, technology access, and health/well-being), allowing donors to see direct, systemic impact rather than contributing to a general fund. Corporate partnerships remain a cornerstone, with tailored workplace campaigns, volunteer events, and creative activations (e.g., packing meals or backpacks during company conferences or celebrations). Examples include manufacturers donating overstock products and a shoe company leadership team personally fitting donated shoes at a homeless resource fair. The intangible benefits of giving: mood boosts, mental health gains, social connection, and modeling values for employees and children. Creative giving ideas, such as donating appreciated stock or using donor-advised funds for tax advantages, and rolling commissions into community foundations (as Anthony notes with Annex's approach). Opportunities for deeper involvement via leadership donor networks (e.g., Women United, Technol…","meta_description":"In this engaging episode of Wealthyist , hosted by Anthony Mlachnik (Senior Wealth Advisor at Annex Private Client), he interviews Karissa Gretebeck , Man…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1831,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/wealthyist-7108446/episodes/wealthyist-e50-more-than-a-check-how-wealthy-are-rolling-up-their-sleeves-with-the-united-way/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/wealthyist-7108446/wealthyist-e50-more-than-a-check-how-wealthy-are-rolling-up-their-sleeves-with-the-united-way.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}