
Send us Fan Mail I’m joined by Ryan Goldenhar and Jackie Lewis, the powerhouse duo behind Wealth with Options, a San Diego–based firm helping tech professionals make sense of equity compensation, major liquidity events, and the emotional decisions that come with sudden or complex wealth. Ryan and Jackie bring a rare combination of technical rigor and humanity to financial planning—meeting clients not just where the numbers are, but where their values, fears, ambitions, and life transitions li...
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EP 102 Building Influence, Strategic Partnerships & the AI Advantage in WealthTech with Rachel Cameron of Nitrogen

Ep 100: The Original Power Move — My Mom’s Story of Reinvention & Strength with Joanne Sutera

EP 99 Reinventing Wealth with AI, Empathy & Financial Identity with Marla Sofer, Founder & CEO of Knomee

Ep 98 Changing It Up: Secrets to Leadership, Health & Longevity with Carina Diamond, Chief Executive Officer, GFP Private Wealth
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