Welcome to the Significance of Wealth podcast, where we explore the evolving landscape of wealth management, private investments, and collecting as both a passion and potential investment strategy. In each episode, host Tom Ruggie, founder and CEO of Destiny Family Office, discusses these topics with industry experts, providing insights into the unique challenges and opportunities associated with managing significant assets.
Significance of Wealth
Claim This Podcastby Tom Ruggie, Thomas Ruggie
5.0(4 reviews)
28 episodes
Updated Weekly
Accepts GuestsHas SponsorsLocation 🇺🇸
Podcast Overview
Welcome to the Significance of Wealth podcast, where we explore the evolving landscape of wealth management, private investments, and collecting as both a passion and potential investment strategy. In each episode, host Tom Ruggie, founder and CEO of Destiny Family Office, discusses these topics with industry experts, providing insights into the unique challenges and opportunities associated with managing significant assets.
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Publishing Since
2/20/2024
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Recent Episodes
June 30, 2026
The Family Office View of Risk (Originally on Risk Ready)
Tom Ruggie on why insurance partners miss the bigger picture in affluent family planning, and what it takes to earn a seat at the table as a trusted advisor.
June 17, 2026
What Running an NBA Franchise Teaches You About Legacy with Alex Martins, Orlando Magic
Alex Martins spent 35 years building the Orlando Magic into one of the most respected organizations in professional sports. Now a Hall of Famer, he sits down with Tom Ruggie to talk leadership, legacy, and what it means to build something that outlasts you.
May 20, 2026
Speed Is a Leadership Decision: How Destiny Intelligence Is Positioning for the AI Era
<p>What does it look like when a wealth management firm stops waiting and starts building?</p> <p>In this episode, Tom Ruggie sits down with Sean Beierly, Head of AI Product and Platform at Destiny Intelligence — the newly formed AI-focused entity within the Destiny family of companies. Sean spent more than two decades in Silicon Valley and at Amazon leading AI innovation teams before joining Destiny as employee number one.</p> <p>Tom and Sean discuss why Tom moved early to create Destiny Intelligence, what they’re actually building (including a digital twin of Tom, AI tools for the advisor team, and a modernized planning framework), and why the firm’s proprietary frameworks matter more in an AI era, not less.</p> <p>They also dig into Destiny Access, the firm’s private investment platform, why the next 18 to 24 months may represent a once-in-a-generation window in private markets, and what any entrepreneur or business owner should do right now if they feel like they’re already behind on AI.</p> <p>Learn more about Destiny Intelligence: destinyfamilyoffice.com/destinyintelligence <br><br> Subscribe to the Significance of Wealth Podcast on Apple Podcasts & Spotify<br> Follow Tom Ruggie on LinkedIn Follow Destiny Family Office on LinkedIn</p> <p><p>The views, thoughts, and opinions expressed in this podcast belong solely to the host and/or guests and do not necessarily reflect the views of Destiny Family Office, LLC or its affiliates. Nothing discussed should be construed as investment advice, an offer, solicitation, or recommendation to buy or sell any security, investment product, or strategy. Investment advisory services are offered through Destiny Family Office, LLC, an SEC-registered investment adviser. Registration with the SEC does not imply any level of skill, training, or favorable outcome.</p><p>This podcast and any related materials are provided for informational and educational purposes only and are not intended as a substitute for personalized investment, legal, tax, or accounting advice. Destiny Family Office is neither a law firm nor an accounting firm, and no portion of this content should be construed as legal or accounting advice. Listeners should consult their own advisors regarding their specific financial circumstances before making any investment decisions. </p><p>Discussions may include references to private, alternative, or illiquid investments. Such investments are speculative, involve a high degree of risk, may involve limited liquidity, and are not suitable for all investors. Alternative investments are intended only for investors who meet applicable eligibility requirements, such as Accredited Investor or Qualified Purchaser standards. Past performance is not indicative of future results, and no assurance can be given that any investment strategy will be successful or achieve its objectives.</p><p>Any references to specific investments, strategies, or market outcomes are for illustrative purposes only and should not be assumed to be profitable or suitable for any individual or portfolio. No guarantees are made that any client or investor will experience similar results.</p><p>Destiny Family Office and its affiliates make no representations as to the accuracy or completeness of the information discussed and are not responsible for any human or mechanical errors or omissions. The podcast content is the sole property of Destiny Family Office and may not be reproduced or redistributed in any form without the express written consent of Destiny Family Office.</p><p>Copies of Destiny Wealth Partners’ current Form ADV Part 2A (Disclosure Brochure) and Form CRS, which provide additional information about advisory services and fees, are available upon request or at www.destinyfamilyoffice.com/disclosures.</p></p>
28 total episodes available
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Frequently asked questions
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- What is Significance of Wealth?
- How often does this podcast release new episodes?
This podcast updates weekly.
- Where can I listen to this podcast?
This podcast is available on 7 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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