Podcast thumbnail for Talking Wealth

Talking Wealth

Claim This Podcast

by The Compound

3.3(3 reviews)
73 episodes
Updated Daily
Accepts GuestsHas SponsorsLocation 🇺🇸

Podcast Overview

Freeing Advisors to Build the Practice of Their Dreams

Language

🇺🇲

Publishing Since

9/19/2025

2 verified contact emails on file for Talking Wealth

Pitch yourself as a guest, propose sponsorships, or reach out directly to the host.

Recent Episodes

Episode thumbnail for How to Become a Better Financial Advisor

July 16, 2026

How to Become a Better Financial Advisor

Host Ben Carlson interviews Brian Portnoy, founder and CEO of Shaping Wealth, about enhancing financial advice through behavioral finance and understanding "funded contentment."

Episode thumbnail for How to Advise the Wealthiest Families in America with Onur Erzan

July 9, 2026

How to Advise the Wealthiest Families in America with Onur Erzan

Josh Brown interviews Onur Erzan, President of AllianceBernstein, about advising America's wealthiest families and the evolving landscape of multi-generational wealth management.

Episode thumbnail for Jon Stein Built Betterment. Here's What He's Building Now

July 2, 2026

Jon Stein Built Betterment. Here's What He's Building Now

Michael Batnick interviews Jon Stein, founder of Betterment, about his new venture Warmer and the future of human financial advisors in an AI-driven world.

73 total episodes available with 45 transcripts

Recent guests on Talking Wealth

Guests from recent episodes — sign up to see every guest that has ever appeared on this show.

Brian Portnoy

Guest

Onur Erzan

Guest

Jon Stein

Guest

David Lau

Guest

Jason Wenk

Guest

Aaron Dillon

Guest

Jeremy Schwartz

Guest

Brent Sullivan

Guest

Manish Khatta

Guest

Ehren Stanhope

Guest

Shirl Penney

Guest

Joseph Wang

Guest

Deep-dive analytics for Talking Wealth

Frequently asked questions

Have a different question and can't find the answer you're looking for? Reach out to our support team by sending us an email and we'll get back to you as soon as we can.

What is Talking Wealth?

Freeing Advisors to Build the Practice of Their Dreams

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.

Legal Disclaimer

Pod Engine is not affiliated with, endorsed by, or officially connected with any of the podcasts displayed on this platform. We operate independently as a podcast discovery and analytics service.

All podcast artwork, thumbnails, and content displayed on this page are the property of their respective owners and are protected by applicable copyright laws. This includes, but is not limited to, podcast cover art, episode artwork, show descriptions, episode titles, transcripts, audio snippets, and any other content originating from the podcast creators or their licensors.

We display this content under fair use principles and/or implied license for the purpose of podcast discovery, information, and commentary. We make no claim of ownership over any podcast content, artwork, or related materials shown on this platform. All trademarks, service marks, and trade names are the property of their respective owners.

While we strive to ensure all content usage is properly authorized, if you are a rights holder and believe your content is being used inappropriately or without proper authorization, please contact us immediately at hey@podengine.ai for prompt review and appropriate action, which may include content removal or proper attribution.

By accessing and using this platform, you acknowledge and agree to respect all applicable copyright laws and intellectual property rights of content owners. Any unauthorized reproduction, distribution, or commercial use of the content displayed on this platform is strictly prohibited.