Optura Wealth Radio

About Optura Wealth Radio

Optura Wealth Radio helps successful professionals, business owners, and families make smarter decisions about protecting, growing, and preserving their wealth. If you're tired of conventional financial advice and want strategies that go beyond the status quo, this show offers a fresh perspective rooted in advanced planning. Designed for high-income earners and those approaching or enjoying retirement, each episode delivers practical insights you can use with confidence. Topics include advanced tax planning, retirement income strategies, wealth management, annuities, estate planning, family office concepts, and the financial decisions that create lasting legacies. AI Disclosure: This episode and its supporting materials were produced with the assistance of AI technology. All final content is curated and approved by the Optura Wealth Radio team.

Publisher

Roland

Category

business

Language

en

Explicit

No

First episode

2 Oct 2026

Latest episode

30 Oct 2026

Latest episodes

4 of 4 episodes have a transcript.

1. 

   30 Oct 2026TRANSCRIPT

   How to “Statistically Checkmate” Retirement

   Host Roland Chow, CFP®, and Sarah discuss how high-net-worth individuals can achieve retirement security by stress-testing portfolios and strategically managing income and taxes.

2. 

   16 Oct 2026TRANSCRIPT

   The Truth About Annuities: Bad Product or Misunderstood Tool?

   Host Roland and co-host Sarah interview industry experts to demystify annuities, revealing how to determine if these financial tools align with your retirement goals and avoid common buyer mistakes.

3. 

   8 Oct 2026TRANSCRIPT

   Why Your 401(k) Was Never Meant to Carry Your Retirement

   Financial Planner Roland Chow and co-host Sarah reveal why a 401(k) alone is insufficient for retirement, outlining a multi-pillar strategy for financial independence in this interview.

4. 

   2 Oct 2026TRANSCRIPT

   Optura Wealth Radio - Trailer

   Optura Wealth Radio helps successful professionals, business owners, and families make smarter decisions about protecting, growing, and preserving their wealth. If you're tired of conventional financial advice and want strategies that go beyond the status quo, this show offers a fresh perspective rooted in advanced planning. Designed for high-income earners and those approaching or enjoying retirement, each episode delivers practical insights you can use with confidence. Topics include advanced tax planning, retirement income strategies, wealth management, annuities, estate planning, family office concepts, and the financial decisions that create lasting legacies. AI Disclosure: This episode and its supporting materials were produced with the assistance of AI technology. All final content is curated and approved by the Optura Wealth Radio team.

Inside a recent episode

How to “Statistically Checkmate” Retirement

Published 30 Oct 2026 · Transcript excerpt

[…] That sounds like the ultimate goal, but how do you actually measure something like that? How do you know if you're in checkmate or if you're accidentally setting yourself up for trouble? Great question. In modern wealth management, we don't rely on simple back-of-the-napkin math or average annual returns. […]

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Guest appearances

Does not typically book guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.

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