Freeing Advisors to Build the Practice of Their Dreams
Talking Wealth
Claim This Podcastby The Compound
81 episodes
Updated Daily
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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
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Recent Episodes
September 10, 2026
How to Help Your Clients Live a Rich Life
Ben Carlson interviews Nick Maggiulli of Of Dollars and Data about optimizing client wealth through tax-aware strategies and understanding the trade-offs between maximizing and using money.
September 3, 2026
You Don't Own Your Growth
Michael Batnick interviews David Armstrong of WealthManagement.com about the dangers of relying on third-party platforms for business growth, offering insights for financial advisors.
August 27, 2026
Where Options Fit in the Modern Advisor’s Toolkit
Host Ben Carlson interviews Will Bergen from Canvas about integrating managed options strategies into advisor toolkits for client needs like cash flow and risk management.
81 total episodes available with 53 transcripts
Recent guests on Talking Wealth
Guests from recent episodes — sign up to see every guest that has ever appeared on this show.
Nick Maggiulli
Guest
David Armstrong
Guest
Will Bergen
Guest
Robb Baldwin
Guest
Joseph Moore
Guest
Tobias Salinger
Guest
Bob Pozen
Guest
James Seyffart
Guest
Brian Portnoy
Guest
Onur Erzan
Guest
Jon Stein
Guest
David Lau
Guest
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Frequently asked questions
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- What is Talking Wealth?
- 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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