What’s the real story behind building and managing significant wealth? Welcome to the G360 Wealth Podcast, hosted by Generation Capital Advisors. Whether you are a first-generation wealth builder striving to create a legacy or part of a multi-generational family looking to preserve and grow your resources, the G360 Wealth Podcast is your guide to navigating the complex world of wealth management. Through a series of engaging mini-series and guest professionals, we’ll dive into topics that educate, inspire, and empower you to take control of your financial future. This series is dedicated to helping you develop the tools and confidence to make informed decisions about your personal and family finances.
G360 Wealth Podcast
Claim This Podcastby Generation Capital Advisors
5.0(2 reviews)
18 episodes
Updated Daily
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Podcast Overview
What’s the real story behind building and managing significant wealth? Welcome to the G360 Wealth Podcast, hosted by Generation Capital Advisors. Whether you are a first-generation wealth builder striving to create a legacy or part of a multi-generational family looking to preserve and grow your resources, the G360 Wealth Podcast is your guide to navigating the complex world of wealth management. Through a series of engaging mini-series and guest professionals, we’ll dive into topics that educate, inspire, and empower you to take control of your financial future. This series is dedicated to helping you develop the tools and confidence to make informed decisions about your personal and family finances.
Language
🇺🇲
Publishing Since
3/6/2025
1 verified contact email on file for G360 Wealth Podcast
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Recent Episodes
June 4, 2026
How the Smartest Investors borrow against their portfolio, without selling; with SyntheticFi (Ep. 17)
<p><span style="font-weight: 400;">Most investors think their only option for cash is to sell something. What if that’s not actually true?</span></p> <p><span style="font-weight: 400;">In this episode, Rex Berger sits down with Joseph Wang of SyntheticFi to discuss a strategy that has quietly been used by institutions and ultra-high-net-worth investors for years and is now becoming more accessible. They talk about box spreads in a way that actually makes sense, showing how investors can access liquidity without selling assets, triggering taxes, or sacrificing long-term growth.</span></p> <p><span style="font-weight: 400;">The conversation walks through real-world scenarios, from buying a home to funding renovations, and highlights both the opportunities and the risks. More importantly, it reframes how to think about liquidity as part of a broader wealth strategy rather than a one-time decision.</span></p> <p><span style="font-weight: 400;">What to expect:</span></p> <ul> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">A simple explanation of what a box spread is and how it works</span></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">How investors may access cash without selling appreciated assets</span></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Key differences between box spreads, margin loans, and securities-based lending</span></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Real-world use cases like home purchases and short-term liquidity needs</span></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">The risks to understand, including margin calls and portfolio volatility</span></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">How tax treatment may create additional planning flexibility</span></li> </ul> <p><b>Connect with Rex Berger: </b></p> <ul> <li><a href="https://www.linkedin.com/in/rex-a-berger-081087173/"><span style="font-weight: 400;">LinkedIn: Rex Berger</span></a></li> <li><a href="https://www.linkedin.com/company/generation-capital-advisors/"><span style="font-weight: 400;">LinkedIn: Generation Capital Advisors</span></a></li> <li><a href="http://www.generationcapitaladvisors.com"><span style="font-weight: 400;">Generation Capital Advisors</span></a></li> </ul> <p><b>Connect with Joseph Wang:</b></p> <ul> <li style="font-weight: 400;" aria-level="1"><a href="https://www.linkedin.com/in/joseph-yezhou-wang/"><span style="font-weight: 400;">LinkedIn: Joseph Wang</span></a></li> <li style="font-weight: 400;" aria-level="1"><a href="https://www.linkedin.com/company/syntheticfi/"><span style="font-weight: 400;">LinkedIn: SyntheticFi</span></a></li> <li style="font-weight: 400;" aria-level="1"><a href="https://www.syntheticfi.com/"><span style="font-weight: 400;">SyntheticFi</span></a></li> </ul> <p><b>About our Guest:</b></p> <p><span style="font-weight: 400;">Joseph Wang is a co-founder of SyntheticFi, a firm focused on bringing institutional-level borrowing strategies to a broader audience. With a background in capital markets and financial engineering, Joseph helps advisors and investors access liquidity solutions traditionally reserved for hedge funds and family offices, with an emphasis on transparency, efficiency, and flexibility. </span></p>
May 28, 2026
Tax Alpha Unpacked: Strategy, Risk, and Reality with Brent Sullivan (Ep. 16)
<p><span style="font-weight: 400;">What if chasing tax savings is actually costing you more than you think?</span></p> <p><span style="font-weight: 400;">In this episode, Rex Berger and Sam Diarbakerly sit down with Brent Sullivan, founder of Tax Alpha Insider, to unpack what tax alpha really means and where investors often get it wrong. From direct indexing and long-short strategies to ETF innovation and concentrated stock solutions, the conversation goes beyond surface-level benefits and into the real trade-offs. Brent shares why tax strategies should never lead the conversation, how complexity can quietly introduce new risks, and what thoughtful, planning-first investing actually looks like for high-net-worth families. This episode is a grounded look at how to balance opportunity, risk, and long-term wealth stewardship.</span></p> <p><span style="font-weight: 400;">What to expect:</span></p> <ul> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">A clear breakdown of what tax alpha actually means in practice</span></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">The most common strategies being used today, including direct indexing and long-short</span></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Why pre-tax investment rationale matters more than tax benefits</span></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">The hidden risks, complexity, and misconceptions investors should understand</span></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">How advisors think about implementing these strategies within a full financial plan</span></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">And more!</span></li> </ul> <p><b>Connect with Sam Diarbakerly: </b></p> <ul> <li style="font-weight: 400;" aria-level="1"><a href="https://www.linkedin.com/in/samuel-diarbakerly-381a3052/"><span style="font-weight: 400;">LinkedIn: Sam Diarbakerly</span></a></li> <li style="font-weight: 400;" aria-level="1"><a href="https://www.linkedin.com/company/generation-capital-advisors/"><span style="font-weight: 400;">LinkedIn: Generation Capital Advisors</span></a></li> <li style="font-weight: 400;" aria-level="1"><a href="http://www.generationcapitaladvisors.com"><span style="font-weight: 400;">Generation Capital Advisors</span></a></li> </ul> <p><b>Connect with Rex Berger: </b></p> <ul> <li><a href="https://www.linkedin.com/in/rex-a-berger-081087173/"><span style="font-weight: 400;">LinkedIn: Rex Berger</span></a></li> <li><a href="https://www.linkedin.com/company/generation-capital-advisors/"><span style="font-weight: 400;">LinkedIn: Generation Capital Advisors</span></a></li> <li><a href="http://www.generationcapitaladvisors.com"><span style="font-weight: 400;">Generation Capital Advisors</span></a></li> </ul> <p><b>Connect with Brent Sullivan:</b></p> <ul> <li style="font-weight: 400;" aria-level="1"><a href="https://www.linkedin.com/in/brntsllvn/"><span style="font-weight: 400;">LinkedIn: Brent Sullivan</span></a></li> <li style="font-weight: 400;" aria-level="1"><a href="https://www.linkedin.com/company/tax-alpha-insider/"><span style="font-weight: 400;">LinkedIn: Tax Alpha Insider</span></a></li> <li style="font-weight: 400;" aria-level="1"><a href="https://www.taxalphainsider.com/"><span style="font-weight: 400;">Tax Alpha Insider</span></a></li> </ul> <p><b>About our Guest:</b></p> <p><span style="font-weight: 400;">Brent Sullivan is the founder and editor of Tax Alpha Insider, where he focuses on tax-aware investing, portfolio construction, and the evolving strategies shaping high-net-worth wealth management. With experience spanning PIMCO’s trading floor, software development, and venture capital, Brent brings a unique perspective to integrating tax awareness into investment decisions while keeping planning at the center.</span></p>
April 23, 2026
Managing Concentrated Stock Risk with Covered Calls and Collars with Jake Marriott (Ep. 15)
<p><span style="font-weight: 400;">You built the position. You watched it grow. Now the question is not how high it can go, but how much risk you are willing to take. </span></p> <p><span style="font-weight: 400;">In this episode of the G360 Wealth Podcast, Sam Diarbakerly sits down with Jake Marriott, Options Portfolio Manager at Aptus Capital Advisors, to break down how options can be used in real-world wealth management. From covered calls to protective puts to structured collars, they walk through how these tools can help manage concentrated stock positions without rushing into a large tax event.</span></p> <p><span style="font-weight: 400;">Jake explains the mechanics in plain language, including how upside caps work, why early exercise risk is often misunderstood, and how shorter duration strategies can offer more flexibility. The conversation also highlights the importance of aligning any options strategy with a clear investment policy and realistic expectations.</span></p> <p><span style="font-weight: 400;">What to expect:</span></p> <ul> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">A simple explanation of calls vs puts</span></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">How covered calls can generate income while defining upside</span></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">How collars can create a risk “band” around a concentrated position</span></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Why tax rules like the constructive sale rule matter</span></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">The difference between algorithmic overlays and hands-on management</span></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">And more!</span></li> </ul> <p><b>Resources:</b></p> <ul> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Contact the team:</span><a href="https://www.generationcapitaladvisors.com/contact-us"> <span style="font-weight: 400;">https://www.generationcapitaladvisors.com/contact-us</span></a></li> </ul> <p><b>Connect with Sam Diarbakerly: </b></p> <ul> <li style="font-weight: 400;" aria-level="1"><a href="https://www.linkedin.com/in/samuel-diarbakerly-381a3052/"><span style="font-weight: 400;">LinkedIn: Sam Diarbakerly</span></a></li> <li style="font-weight: 400;" aria-level="1"><a href="https://www.linkedin.com/company/generation-capital-advisors/"><span style="font-weight: 400;">LinkedIn: Generation Capital Advisors</span></a></li> <li style="font-weight: 400;" aria-level="1"><a href="http://www.generationcapitaladvisors.com"><span style="font-weight: 400;">Generation Capital Advisors</span></a></li> </ul> <p><b>Connect with Jake Marriott:</b></p> <ul> <li style="font-weight: 400;" aria-level="1"><a href="https://www.linkedin.com/in/jake-marriott-849a65142/"><span style="font-weight: 400;">LinkedIn: Jake Marriott</span></a></li> <li style="font-weight: 400;" aria-level="1"><a href="https://www.linkedin.com/company/aptus-capital-advisors/"><span style="font-weight: 400;">LinkedIn: Aptus Capital Advisors</span></a></li> <li style="font-weight: 400;" aria-level="1"><a href="https://aptuscapitaladvisors.com/"><span style="font-weight: 400;">Aptus Capital Advisors</span></a></li> </ul> <p><i><span style="font-weight: 500;">The opinions expressed in this podcast are those of Aptus Capital Advisors, LLC (“Aptus”) as of the date of publication and are subject to change without notice. Information in the podcast is provided for information purposes only and should not be considered investment advice or a recommendation to purchase or sell any particular security, product or service. Aptus reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs. The information is based on data obtained from sources believed to be reliable but are not guaranteed as being accurate and do not purport to be a complete summary of the available data.</span></i><span style="font-weight: 500;"><br /> </span><span style="font-weight: 500;"><br /> </span><i><span style="font-weight: 500;">All investments involve risk, including loss of principal. Past performance is not indicative of future results.</span></i><span style="font-weight: 500;"><br /> </span><span style="font-weight: 500;"><br /> </span><i><span style="font-weight: 500;">This should not be construed as tax, accounting, or legal advice. Aptus does not provide accounting, tax, or legal advice. You should always consult with a professional in these areas with regard to specific tax, accounting, or legal questions and obligations.</span></i><span style="font-weight: 500;"><br /> </span><span style="font-weight: 500;"><br /> </span><i><span style="font-weight: 500;">Aptus Capital Advisors, LLC (“Aptus”) is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about Aptus’ investment advisory services can be found in its Form ADV Part 2 and/or Form CRS, both of which are available upon request.</span></i></p> <p><b>About our Guest: </b><span style="font-weight: 400;">Jake Marriott is an Options Portfolio Manager at Aptus Capital Advisors, where he focuses on options overlay strategies for advisors and high-net-worth families. He works extensively with concentrated stock positions, helping clients structure covered calls, protective puts, and collar strategies aligned with their investment policy statements and long-term planning goals. His approach emphasizes education, disciplined execution, and ongoing communication to ensure strategies are implemented thoughtfully and monitored closely.</span></p>
18 total episodes available
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