Free Daily Podcast Summary
Talking Wealth: Daily Summaries Delivered
by The Compound
Freeing Advisors to Build the Practice of Their Dreams
Latest Episodes
The most recent episodes — sign up to get AI-powered summaries of each one.
- Today32 min
Advising Clients Who Are About to Be Insanely Rich From IPOs With Aj Ayers of BrooklynFi
On this episode of Talking Wealth, Josh Brown is joined by AJ Ayers, co-founder and CEO of Brooklyn Fi, to discuss how financial advisors can help clients navigate sudden wealth from IPOs and equity compensation. They cover managing concentrated stock positions, IPO lockups, tax mistakes involving RSUs and stock options, and the psychology of becoming a multimillionaire overnight. Plus, what happens when an IPO goes wrong and lessons from AJ's new book, Creative Money. This episode is sponsored by YCharts. Visit https://go.ycharts.com/talking-wealth to learn more and get 20% off your initial YCharts Professional subscription, new customers only. For more from Talking Wealth sign up at: https://talkingwealthpod.com/ Follow Us On Social Media: Instagram: instagram.com/thecompoundnews Twitter: twitter.com/thecompoundnews LinkedIn: linkedin.com/company/the-compound-media/ TikTok: tiktok.com/@thecompoundnews Participants include employees of Ritholtz Wealth Management. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. This program is for informational purposes only and is not intended to provide specific advice or recommendations for any individual or on any specific security or product. Any opinions expressed herein do not constitute or imply endorsement, sponsorship, or recommendation by Ritholtz Wealth Management or its employees. Ritholtz Wealth Management and its affiliates may invest in the technology company discussed. The Compound Media, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. #finance #financialplanning #financialeducation #financialadvisor Learn more about your ad choices. Visit megaphone.fm/adchoices
- 1 weeks ago30 min
“The War Is Over and the Wirehouses Lost” | Jim Gold on Wall Street’s Shakeup
Wealth management firms are being bought and merged at a record pace, and a generation of advisors is preparing to sell their practices. What does all this consolidation mean for advisors, and for the investors who trust them with their money? On this episode of Talking Wealth, Steward Partners co-founder and CEO Jim Gold joins Michael Batnick to talk about the M&A boom reshaping the industry. Jim built Steward into a firm with more than $50 billion in client assets after leaving Morgan Stanley in 2013, and he’s one of the most active players in the deal market today. This episode is sponsored by Exhibit A. Spend less time building charts and more time helping clients. Start your 7-day free trial at http://ExhibitAForAdvice.com For more from Talking Wealth sign up at: https://talkingwealthpod.com/ Follow Us On Social Media: Instagram: instagram.com/thecompoundnews Twitter: twitter.com/thecompoundnews LinkedIn: linkedin.com/company/the-compound-media/ TikTok: tiktok.com/@thecompoundnews Participants include employees of Ritholtz Wealth Management. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. This program is for informational purposes only and is not intended to provide specific advice or recommendations for any individual or on any specific security or product. Any opinions expressed herein do not constitute or imply endorsement, sponsorship, or recommendation by Ritholtz Wealth Management or its employees. Ritholtz Wealth Management and its affiliates may invest in the technology company discussed. The Compound Media, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. #finance #financialplanning #financialeducation #financialadvisor Learn more about your ad choices. Visit megaphone.fm/adchoices
- 2 weeks ago28 min
What If This Is the Worst Time to Retire?
On this episode of Talking Wealth, Ben Carlson is joined by Christine Benz, Director of Personal Finance and Retirement Planning at Morningstar, to discuss one of the biggest fears facing retirees: what if this turns out to be a terrible time to retire? They explore the risks of retiring after a historic bull market, sequence of returns risk, and best practices for withdrawing money in retirement. Plus, how higher bond yields have changed the retirement equation, the case for the 60/40 portfolio, the pros and cons of structured income products, bucket strategies, front-loading retirement spending, and why delaying Social Security or working longer could make a difference. Finally, Christine shares where financial advisors can add the most value when helping clients transition from saving money to spending it. This episode is sponsored by DBMF. To learn more about the world’s largest managed futures ETF visit https://www.dbmf.com/TW For more from Talking Wealth sign up at: https://talkingwealthpod.com/ Follow Us On Social Media: Instagram: instagram.com/thecompoundnews Twitter: twitter.com/thecompoundnews LinkedIn: linkedin.com/company/the-compound-media/ TikTok: tiktok.com/@thecompoundnews Participants include employees of Ritholtz Wealth Management. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. This program is for informational purposes only and is not intended to provide specific advice or recommendations for any individual or on any specific security or product. Any opinions expressed herein do not constitute or imply endorsement, sponsorship, or recommendation by Ritholtz Wealth Management or its employees. Ritholtz Wealth Management and its affiliates may invest in the technology company discussed. The Compound Media, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. #finance #financialplanning #financialeducation #financialadvisor Learn more about your ad choices. Visit megaphone.fm/adchoices
- 3 weeks ago49 min
The Most Game-Changing Company in Wealth with Jason Wenk
On this episode of Talking Wealth, Josh Brown joins Jason Wenk, founder and CEO of Altruist, live on stage in Brooklyn as they interview each other about how Josh first wrote off Altruist as just another new custodian, why being early to a platform matters as much as being good, how the firm uses Altruist's Hazel AI, why Altruist agreed to be acquired by Vanguard and what Vanguard's brand has in common with Berkshire Hathaway, Michael Kitces' take on custody platform fees and motives, and what Altruist sees in the fastest-growing advisory firms on its platform. This episode is sponsored by by R-B-C Clearing & Custody. To find out more visit https://www.rbcclearingandcustody.com/ For more from Talking Wealth sign up at: https://talkingwealthpod.com/ Follow Us On Social Media: Instagram: instagram.com/thecompoundnews Twitter: twitter.com/thecompoundnews LinkedIn: linkedin.com/company/the-compound-media/ TikTok: tiktok.com/@thecompoundnews Participants include employees of Ritholtz Wealth Management. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. This program is for informational purposes only and is not intended to provide specific advice or recommendations for any individual or on any specific security or product. Any opinions expressed herein do not constitute or imply endorsement, sponsorship, or recommendation by Ritholtz Wealth Management or its employees. Ritholtz Wealth Management and its affiliates may invest in the technology company discussed. The Compound Media, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. #finance #financialplanning #financialeducation #financialadvisor Learn more about your ad choices. Visit megaphone.fm/adchoices
- 4 weeks ago42 min
Is Your "Tax Alpha" About to Become an Audit?
On this episode of Talking Wealth, Michael Batnick is joined by Brent Sullivan, author of Tax Alpha Insider, to discuss the growing scrutiny around tax-aware investing strategies. They break down new Treasury and IRS guidance targeting Section 351 ETF conversions, why regulators are taking a closer look at box-spread ETFs and related partnership structures, and whether this signals the beginning of a broader crackdown on tax optimization. Plus, which strategies remain on solid ground, where advisors and investors could be exposed, and what advisors should be telling clients as the rules around tax-efficient investing continue to evolve. This episode is sponsored by WisdomTree. To schedule an introductory call, visit: http://wisdomtree.com/PortfolioConsultations Follow Us On Social Media: Instagram: instagram.com/thecompoundnews Twitter: twitter.com/thecompoundnews LinkedIn: linkedin.com/company/the-compound-media/ TikTok: tiktok.com/@thecompoundnews Participants include employees of Ritholtz Wealth Management. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. This program is for informational purposes only and is not intended to provide specific advice or recommendations for any individual or on any specific security or product. Any opinions expressed herein do not constitute or imply endorsement, sponsorship, or recommendation by Ritholtz Wealth Management or its employees. Ritholtz Wealth Management and its affiliates may invest in the technology company discussed. The Compound Media, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. #finance #financialplanning #financialeducation #financialadvisor Learn more about your ad choices. Visit megaphone.fm/adchoices
- Oct 1, 202619 min
How Direct Index Supercharges the Financial Advisor
On this episode of Talking Wealth, Josh Brown is joined by Roger Paradiso, Executive Chairman at O’Shaughnessy Asset Management, to discuss: how advisors can use custom client portfolios, how to use different technologies to solve for difficult situations, how the Canvas platform can be a hub where advisors can work in, what advisors are currently discussing with their clients, and more! This podcast is sponsored by DBMF, the world’s largest managed futures ETF. Discover why DBMF’s liquid, uncorrelated, managed futures strategy could be what your Alts allocation is missing at www.dbmf.com/TW Follow Us On Social Media: Instagram: instagram.com/thecompoundnews Twitter: twitter.com/thecompoundnews LinkedIn: linkedin.com/company/the-compound-media/ TikTok: tiktok.com/@thecompoundnews Participants include employees of Ritholtz Wealth Management. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. This program is for informational purposes only and is not intended to provide specific advice or recommendations for any individual or on any specific security or product. Any opinions expressed herein do not constitute or imply endorsement, sponsorship, or recommendation by Ritholtz Wealth Management or its employees. Ritholtz Wealth Management and its affiliates may invest in the technology company discussed. The Compound Media, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. iMGP/DBi - DBMF Disclosure: The iMGP DBi Managed Futures Strategy ETF’s investment objectives, risks, charges, and expenses must be considered carefully before investing. The statutory and summary prospectuses contain this and other important information about the investment company, it may be obtained by visiting www.imgp.com. The Fund is distributed by ALPS Distributors, Inc. DBMF is the world’s largest managed futures ETF as of July 31, 2026 with $4.16 billion AUM. #finance #financialplanning #financialeducation #financialadvisor Learn more about your ad choices. Visit megaphone.fm/adchoices
- Sep 24, 202638 min
Seven Reasons You’re Not Taking Enough Risk with Allison Schrager
On this episode of Talking Wealth, Josh Brown is joined by economist and author Allison Schrager to discuss her new book Worth the Risk and why Americans have become more risk-averse even as the world has become safer and more economically abundant. They break down why the things that feel safest—like holding cash and avoiding the stock market—can create risks of their own, how excessive caution can contribute to wealth inequality, and why technology, parenting, and the media have changed the way we think about uncertainty. Plus, why people may be avoiding risk in their careers while embracing it through options, leveraged ETFs, sports betting, and prediction markets, the role financial advisors have played in getting investors back into stocks, and why owning financial assets may be becoming essential to maintaining a middle-class lifestyle. This episode is sponsored by RBC Clearing & Custody. To find out more visit https://www.rbcclearingandcustody.com/ Get Allison's new book here: https://allisonschrager.com/#books For more from Talking Wealth sign up at: https://talkingwealthpod.com/ Follow Us On Social Media: Instagram: instagram.com/thecompoundnews Twitter: twitter.com/thecompoundnews LinkedIn: linkedin.com/company/the-compound-media/ TikTok: tiktok.com/@thecompoundnews Participants include employees of Ritholtz Wealth Management. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. This program is for informational purposes only and is not intended to provide specific advice or recommendations for any individual or on any specific security or product. Any opinions expressed herein do not constitute or imply endorsement, sponsorship, or recommendation by Ritholtz Wealth Management or its employees. Ritholtz Wealth Management and its affiliates may invest in the technology company discussed. The Compound Media, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. #finance #financialplanning #financialeducation #financialadvisor Learn more about your ad choices. Visit megaphone.fm/adchoices
- Sep 10, 202621 min
How to Help Your Clients Live a Rich Life
On this episode of Talking Wealth, Ben Carlson is joined by Nick Maggiulli of Of Dollars and Data to discuss the growing popularity of tax-aware long/short strategies and when they actually make sense for investors. They break down tax-loss harvesting, the costs and risks that come with leverage and shorting, and why tax deferral shouldn’t be confused with tax avoidance. Plus, why investors hate paying taxes more than they like making money, when minimizing taxes can actually hurt your financial plan, the tradeoff between maximizing wealth and actually using it, and why the best strategy is often situational rather than one-size-fits-all. This episode is sponsored by WisdomTree. To schedule an introductory call, visit: http://wisdomtree.com/PortfolioConsultations For more from Talking Wealth sign up at: https://talkingwealthpod.com/ Follow Us On Social Media: Instagram: instagram.com/thecompoundnews Twitter: twitter.com/thecompoundnews LinkedIn: linkedin.com/company/the-compound-media/ TikTok: tiktok.com/@thecompoundnews Participants include employees of Ritholtz Wealth Management. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. This program is for informational purposes only and is not intended to provide specific advice or recommendations for any individual or on any specific security or product. Any opinions expressed herein do not constitute or imply endorsement, sponsorship, or recommendation by Ritholtz Wealth Management or its employees. Ritholtz Wealth Management and its affiliates may invest in the technology company discussed. The Compound Media, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. #finance #financialplanning #financialeducation #financialadvisor Learn more about your ad choices. Visit megaphone.fm/adchoices
Get Talking Wealth summaries in your inbox
Free AI-powered daily recaps. Key takeaways, quotes, and mentions — in a 5-minute read.
Get Free Summaries →Free forever for up to 3 podcasts. No credit card required.
You Might Also Like
Listeners also like.
Afford Anything | Get Smarter With Money
Explores the five pillars of financial freedom through expert interviews on wealth-building, investing, and behavioral finance.
Money Guy Show
Teaches wealth-building strategies to help listeners grow their assets and achieve financial goals efficiently.
Wake Up to Wealth
Real estate and entrepreneurship strategies for building wealth and financial independence.
The Conscious Edge Podcast: Redefining Wealth as a Whole Human Experience
Alecia St. Germain
The Spiritual Investor
Elizabeth Ralph
Jet Setting Wealth Advisory
A financial advisor and airline pilot explores wealth management through aviation-themed stories and expert interviews.
Know Your Risk Podcast
A financial podcast exploring investment risk, portfolio strategies, and market insights beyond traditional Wall Street approaches.
The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Analyzes the investment strategies of billionaire investors and explores lessons from legendary financiers on wealth, wisdom, and life.
Money Hungry
Wealth-building strategies and financial planning for high-income professionals seeking long-term financial independence.
Cornerstone Private Office
Covers tax planning, asset protection, and estate design for business owners and investors building long-term wealth.
Money And Wealth With John Hope Bryant
Discusses financial literacy and wealth creation for the Black community through practical advice and guest conversations.
Networth and Chill with Your Rich BFF
Breaks down personal finance topics in conversational episodes with experts, focusing on real-life money challenges and practical advice.
Customized Recaps
AI-powered recaps with compact key takeaways, quotes, and insights.
Straight to Your Inbox
Get key takeaways from Talking Wealth in a 5-minute read.
Save Hours Every Week
Stay current on your favorite podcasts without falling behind.
Frequently Asked Questions
What is Podzilla's Talking Wealth daily summary?
It's a free AI-powered email that summarizes new episodes of Talking Wealth as soon as they're published. You get the key takeaways, notable quotes, and links & mentions — all in a quick read.
How does the Talking Wealth podcast summary work?
When a new episode drops, our AI transcribes and analyzes it, then generates a personalized summary tailored to your interests and profession. It's delivered to your inbox every morning.
Is this an official Talking Wealth product?
No. Podzilla is an independent service that summarizes publicly available podcast content. We're not affiliated with or endorsed by The Compound.
Can I get summaries of other podcasts too?
Absolutely! The free plan covers up to 3 podcasts, any in the catalog. Basic raises that to 15, Pro to 40 and Max to 100. Browse our full catalog at /podcasts.
How often does Talking Wealth release new episodes?
Talking Wealth publishes weekly. Our AI generates a summary within hours of each new episode.
What topics does Talking Wealth cover?
Talking Wealth covers topics including News, Business, Investing. Our AI identifies the specific themes in each episode and highlights what matters most to you.
Start getting Talking Wealth summaries tomorrow morning.
Free forever for up to 3 podcasts. No credit card required.
Free forever for up to 3 podcasts. No credit card required.