
wealth unfiltered
Hosted by Samantha Parrinello and Samantha · Ashley Penrod
5.0from 10 ratings
- 51
- Episodes
- 11
- Transcribed
- 10
- Ratings
- Monthly
- Cadence
- 2024
- First episode
About wealth unfiltered
Wealth {Un}Filtered: Your Guide to Smarter Investing Expert insights, market trends, and actionable strategies to empower your wealth journey. Tune in for engaging interviews and real-world advice to build lasting financial success.
- Publisher
- Ashley Penrod
- Category
- business · news
- Language
- en
- Explicit
- No
- First episode
- 21 Nov 2024
- Latest episode
- 20 Oct 2026
Latest episodes
11 of 51 episodes have a transcript.

20 Oct 2026TRANSCRIPT
The Self-Directed Playbook: Using Retirement Capital in Private Real Estate

22 Jul 2026TRANSCRIPT
Brian Portnoy on Emotional Intelligence, Wealth & Financial Advisors

15 Jul 2026TRANSCRIPT
The Practitioners Playbook: How A Modern RIA Actually Allocates to Alternatives
Inside a recent episode

The Self-Directed Playbook: Using Retirement Capital in Private Real Estate
Published 20 Oct 2026 · Transcript excerpt
[…] You've seen these self-directed accounts and private assets starting to grow in popularity as people are taking a portion of their retirement plan funds and doing something different with it. So But I think that'll be a trend you'll see growing. So it really just comes down to the providers. So the trick is if you want to use your IRA funds or an old 401k to invest in real estate or some other private asset, the first step is you need a self-directed IRA custodian or an IRA custodian that lets you invest in those assets. And usually you're just going to be transferring funds from the broker-dealer IRA, let's say, to the self-directed IRA or rolling the old employer 401k. to the self-directed IRA provider. […]
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See plansWho has been a guest on wealth unfiltered
Names identified in recent episode analyses. Showing up to five guests.
- Matt Sorensen
- Brian Portnoy
- Anna N'Jie-Konte
- Ramez Fakhoury
- Jake Heidkamp
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
- Apple Podcasts (US)
- 5.0 / 5
- 6 ratings
- Spotify
- 5.0 / 5
- 4 ratings
Podcast Authority Score: 32 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
- Quality
- 52
- Social presence
- 0
- YouTube
- 0
- Engagement
- 32
Questions about wealth unfiltered
Who hosts wealth unfiltered?
Samantha Parrinello and Samantha host the show. Published by Ashley Penrod.
How often do new episodes come out?
The show publishes monthly, based on its RSS feed.
Where can I read transcripts?
11 of 51 episodes have a transcript on Pod Engine. Full transcripts are available with a Pod Engine plan.
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