Quarter Over Quarter
Claim This Podcastby Moran Wealth Management®
Podcast Overview
<p>Welcome to Quarter Over Quarter, the podcast presented by Moran Wealth Management®. Each episode, your hosts, Tom Moran and Don Drury unpack timely perspectives on wealth for those focused on building, preserving, or enjoying it. Welcome to the show! </p>
Language
🇺🇲
Publishing Since
8/28/2025
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Recent Episodes
July 2, 2026
23. Is a Family Office Right For You?
For many families, wealth begins as a financial outcome but eventually becomes something far more complex. As assets grow, so do the decisions surrounding them, introducing questions not just about returns, but about structure, responsibility, and long-term stewardship. In this episode, Mike Mongin joins Don Drury and Tom Moran to explore the role of family offices and how they function as a centralized approach to managing both financial and personal complexity. The conversation outlines wha...
June 18, 2026
22. Beyond the Balance Sheet: Collectibles with Jarred Kaplan
For high net worth individuals, a balance sheet can tell only part of the story. Tucked alongside traditional assets, you might find a cellar of first growth wines, a vintage Ferrari, or a vault of rare jewels. In this episode, Jarred Kaplan, founder and managing member of Provident Jewelers, joins Don Drury and Tom Moran to explore the world of passion assets and the tangible collectibles that sit at the intersection of financial value and personal meaning. The conversation covers how invest...
June 4, 2026
21. Keeping It in the Family
Building a family business often takes decades, and transferring it to the next generation can involve careful planning, thoughtful conversations, and coordination with experienced professionals. In this episode, Michael Mongin joins Don Drury and Tom Moran to discuss key considerations families may want to evaluate when planning for the transition of a closely held business. The conversation explores topics such as annual business valuations, buy-sell agreements, and estate planning strategi...
23 total episodes available
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Frequently asked questions
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- What is Quarter Over Quarter?
<p>Welcome to Quarter Over Quarter, the podcast presented by Moran Wealth Management®. Each episode, your hosts, Tom Moran and Don Drury unpack timely perspectives on wealth for those focused on building, preserving, or enjoying it. Welcome to the show! </p> - How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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