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Wealth & Everything Else

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by Ascent Private Capital Management of U.S. Bank

5.0(3 reviews)
4 episodes
Updated Daily
Accepts GuestsHas SponsorsLocation 🇺🇸

Podcast Overview

Wealth & Everything Else is a podcast for ultra-high-net-worth individuals, families, and trusted advisors seeking thoughtful, practical insight into every dimension of wealth. Hosted by John Zimmerman, President of Ascent Private Capital Management of U.S. Bank, each episode features conversations with leading experts, experienced practitioners, and families navigating real-world wealth decisions across investments, private banking, trusts and estate planning, philanthropy, leadership and legacy, and more. To learn more about Ascent, please visit ascent.usbank.com

Language

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Publishing Since

3/30/2026

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Recent Episodes

Episode thumbnail for Investing as a Teaching Tool

June 23, 2026

Investing as a Teaching Tool

<p>In the final episode of our Legacy in Motion series, we examine how investing can be used not only to preserve and grow capital, but also to develop capable, confident stewards across generations.</p><p>The discussion centers on how families can use structured investment experiences to prepare the rising generation for long-term responsibility.</p><p>Key themes include:</p><ul><li>Framing investing through a multigenerational lens, with an emphasis on time and compounding</li><li>The role of investment policy statements in anchoring decisions to long-term objectives</li><li>Blending formal education with experiential learning</li><li>Creating “sandbox” portfolios to allow measured risk-taking and real-world lessons</li><li>Using investment committees to build communication, resilience, and decision-making skills</li><li>Aligning investment education with personal values and philanthropic interests</li></ul><p>This episode concludes our Legacy in Motion series and sets the stage for our next series, where we will explore investment strategy through the lens of legacy and long-term family objectives.</p><p>For more information on Ascent, please visit <a href="http://ascent.usbank.com" target="_blank" rel="ugc noopener noreferrer">ascent.usbank.com</a> </p>

Episode thumbnail for Philanthropy as a Mirror: Building Identity Through Giving

May 26, 2026

Philanthropy as a Mirror: Building Identity Through Giving

<p>For many families, philanthropy is where values become tangible. In this episode of our Legacy in Motion series, we explore how structured, intentional giving can strengthen family cohesion while advancing meaningful impact in the broader community.</p><p>Guests Tom Thiegs and Justin Flach address how families can define a clear mission, evaluate donor-advised funds versus private foundations, and establish governance structures that align with their broader family enterprise.</p><p>Key themes include:</p><ul><li>Anchoring philanthropy in clearly defined values</li><li>Selecting structures that reflect family goals and complexity</li><li>Engaging the rising generation through meaningful participation</li><li>Using philanthropy to cultivate stewardship and emotional intelligence</li><li>Periodically reviewing giving to ensure alignment with mission</li></ul><p>For more information on Ascent, please visit <a href="http://ascent.usbank.com" rel="ugc noopener noreferrer" target="_blank">ascent.usbank.com</a></p><p>Additional resources:</p><p><a href="https://www.usbank.com/wealth-management/financial-perspectives/financial-planning/philanthropy-and-charitable-giving/donor-advised-funds.html" rel="ugc noopener noreferrer" target="_blank">https://www.usbank.com/wealth-management/financial-perspectives/financial-planning/philanthropy-and-charitable-giving/donor-advised-funds.html</a> </p><p><a href="https://www.usbank.com/wealth-management/financial-perspectives/financial-planning/philanthropy-and-charitable-giving/benefits-of-private-family-foundations.html" rel="ugc noopener noreferrer" target="_blank">https://www.usbank.com/wealth-management/financial-perspectives/financial-planning/philanthropy-and-charitable-giving/benefits-of-private-family-foundations.html</a> </p>

Episode thumbnail for Designing a Roadmap for the Rising Generation

April 27, 2026

Designing a Roadmap for the Rising Generation

<p>Empowering the rising generation to steward wealth and leadership is one of the most meaningful investments a multigenerational family can make. In this second episode of our Legacy in Motion series, we explore how intentional family education supports long-term continuity, confidence, and cohesion.</p><p>Guests Tom Thiegs and Justin Flach discuss why education must extend beyond financial literacy to include governance, decision-making, and clearly defined roles. They emphasize that effective preparation is not a one-time event, but an ongoing, values-driven process.</p><p>Key themes include:</p><ul><li>Aligning on shared values and purpose</li><li>Designing education around real roles and responsibilities</li><li>Using milestone-based and experiential learning</li><li>Engaging the rising generation as active participants</li></ul><p>For more information on Ascent, please visit <a href="http://ascent.usbank.com" target="_blank" rel="ugc noopener noreferrer">ascent.usbank.com</a> </p>

4 total episodes available

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What is Wealth &amp; Everything Else?

Wealth & Everything Else is a podcast for ultra-high-net-worth individuals, families, and trusted advisors seeking thoughtful, practical insight into every dimension of wealth.

Hosted by John Zimmerman, President of Ascent Private Capital Management of U.S. Bank, each episode features conversations with leading experts, experienced practitioners, and families navigating real-world wealth decisions across investments, private banking, trusts and estate planning, philanthropy, leadership and legacy, and more.

To learn more about Ascent, please visit ascent.usbank.com

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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