Wealthyist, the podcast that discusses the lifestyles, choices, and strategies of the wealthy. Each week, the Annex Private Client team talks to experts in a variety of areas to discuss trends and paths visited by people who have built or are in the process of building significant wealth.
Wealthyist
Claim This Podcastby Annex Wealth Management
5.0(5 reviews)
69 episodes
Updated Daily
Accepts GuestsHas SponsorsLocation 🇺🇸
7
Podcast Authority
BetaPoorBased on show quality, social media presence, reviews, charts, and more
Quality13
Social0
YouTube0
Engagement0
Podcast Overview
Wealthyist, the podcast that discusses the lifestyles, choices, and strategies of the wealthy. Each week, the Annex Private Client team talks to experts in a variety of areas to discuss trends and paths visited by people who have built or are in the process of building significant wealth.
Language
🇺🇲
Publishing Since
11/22/2024
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7
Podcast Authority
BetaPoorBased on show quality, social media presence, reviews, charts, and more
Quality13
Social0
YouTube0
Engagement0
5
Excellent Areas
1
Good Performance
13
Growth Opportunities
excellent
Episode Length
14 minutes
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good
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Every 9 days
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Recent Episodes
June 26, 2026
Wealthyist Replay| Passion Assets: Turning Your Treasures (and Pets!) into Lasting Legacies – Don't Let Love Become a Burden
<p>The episode of <strong>Wealthyist</strong> (the podcast exploring the lifestyles, choices, and strategies of the wealthy, produced by Annex Wealth Management) features host <strong>Tom Parks</strong>, Director of Retirement Plan Services, interviewing his colleague <strong>Deanne Phillips</strong>, Managing Director of Client and Community Engagement. The focus is on <strong>"passion assets"</strong>—personal items acquired out of genuine love and passion rather than primarily as investments, which often lack formal beneficiary designations unlike financial accounts.</p><p><strong><br> Key Points from the Discussion:</strong></p><p>Definition: Passion assets include art, classic cars, wine collections, musical instruments, rare books, watches, sports memorabilia, jewelry, and even pets (highlighted as America's favorite, with Americans spending over $140 billion annually on them). These can represent significant value (hundreds of thousands of dollars) in high-net-worth households but are frequently overlooked in estate planning.</p><ul><li><strong>Why They're Overlooked</strong>: Unlike retirement or brokerage accounts with built-in beneficiary forms and professional management, passion assets are often stored informally (basements, attics, wine cellars). Heirs may not know their worth, leading to hasty disposal ("haul it all away") or emotional oversights.</li><li><strong>Real-World Examples</strong>: Deanne shares a personal story of inheriting a hoarded family home filled with hidden treasures like over 100 pieces of Cristal d'Arques and Orrefors crystal, vintage fabrics concealing a pristine 1940s Deanna Durbin doll, old slides, and more. Surprises can include vintage electronics (e.g., original Apple computers or iPods), comic books, first-edition books, mid-century furniture, early Rolex watches, or even flip phones amid modern trends.</li><li><strong>Planning Importance</strong> — Three main reasons for valuation and documentation:<br> <ol><li><strong>Insurance</strong>: Standard homeowners policies often fall short; specialized riders or coverage are needed, especially for older/antique items.</li></ol></li><li> <ol><li><strong>Estate Planning</strong>: Prevents family disputes over unequal values (e.g., one child getting a high-value painting) and ensures fair division.</li></ol></li><li> <ol><li><strong>Taxes</strong>: Collectibles face higher capital gains rates upon sale; appraisals help with accurate reporting.</li></ol></li><li> </li><li><strong>Preservation Tips</strong>: Protect items from damage (e.g., temperature-controlled wine storage, UV/humidity control for art, regular servicing for watches/cars, archival methods for paper ephemera like Civil War letters). Before donating or discarding anything 30–40+ years old, consult appraisers or experts—markets are cyclical and surprising.</li><li><strong>Pets as Passion Assets</strong>: A major focus, given generational pet ownership trends (e.g., 76% of millennials). If a pet outlives the owner (e.g., parrots or tortoises), plan for care. <strong>Pet trusts</strong> (recognized in all states, though provisions vary) allocate funds for a designated caregiver, specify care standards/vet/groomer, and name a contingent beneficiary (e.g., charity) for remaining funds after the pet's life. Famous example: Leona Helmsley's trust for her dog (reduced by courts but spotlighted the concept).</li><li><strong>Actionable Steps</strong> (Deanne's five key recommendations):<br> <ol><li>Take inventory (use video for ease).</li></ol></li><li> <ol><li>Photograph/document everything.</li></ol></li><li> <ol><li>Get appraisals (update every few years as markets shift).</li></ol></li><li> <ol><li>Ensure proper insurance coverage.</li></ol></li><li> <ol><li>Communicate with heirs (e.g., confirm they're willing/able to care for a pet or want specific items).</li></ol></li><li> </li><li><strong>Final Takeaway</strong>: Passion assets enrich life, but without planning, they can burden the next generation. Proactive steps turn them into meaningful legacies rather than problems.</li></ul>
June 19, 2026
Wealthyist E68 | Roots of Wealth: Mastering Tree Care for Luxury Estates with Third-Gen Arborist Freddie Hoppe
<p>In this episode of Wealthyist, host Kent Halleen sits down with Freddie Hoppe, co-owner and sales manager of Hoppe Tree Service and a third-generation arborist whose family business dates back to 1972. They explore how professional tree care and landscape management serve as essential services for high-net-worth properties and estates, where owners often invest six figures annually in maintenance to preserve beauty, safety, and value.</p><p>Freddie explains that successful tree care begins with clients who genuinely care about their trees—whether a single specimen in a modest yard or hundreds on sprawling estates. The conversation covers:</p><ul><li><strong>Customized maintenance programs</strong> — Starting with detailed inventories, assessing tree species, site conditions, insect/disease risks, and client priorities. Services include targeted treatments (insecticides, fungicides), soil amendments, root invigoration, and precise pruning—often treating legacy trees (like a 200+ year-old burr oak) with “full-size bonsai” attention.</li><li><strong>The science and benefits of trees</strong> — Ecological advantages, boosted property values, reduced crime, and improved human health in greener areas. Trees become assets rather than liabilities when properly managed.</li><li><strong>Practical estate strategies</strong> — Balancing manicured lawns with tree health through mulch rings, soil injection, and mimicking natural forest floors. Freddie emphasizes prevention over reaction, noting that healthy trees better withstand storms, climate fluctuations, and pests like emerald ash borer.</li><li><strong>Trends and future outlook</strong> — Shifting toward planting “better” (larger, longer-lived) trees, adapting to climate change and moving hardiness zones, and managing invasives like buckthorn. He highlights the resilience of underappreciated species like box elders and willows.</li><li><strong>Risk management and business advice</strong> — Annual inspections are crucial. For listeners seeking similar premium service, he recommends companies with certified arborists on staff and Tree Care Industry Association (TCIA) accreditation.</li></ul><p>The episode blends practical arboriculture insights with a philosophical appreciation for trees as living legacies. Freddie stresses Hoppe Tree Service’s mission: caring for people first, then their trees—turning potential burdens into long-term assets through proactive, tailored programs.</p>
June 12, 2026
Wealthyist E66 | Your Business's 401(k): A Strategic Tool To Attract & Retain Employees
<p>In this episode of Wealthyist, host Greg Batiansila sits down with Tom Parks, Director of Retirement Plan Services at Annex Wealth Management. Tom leads Annex’s 401(k) advisory team and brings over 25 years of experience helping business owners optimize their retirement plans.</p><p>The conversation challenges the common view of 401(k) plans as just another compliance checkbox or “fine for now” employee benefit. Instead, Tom reframes them as a strategic tool that can reduce employee financial stress, improve company culture, boost productivity, aid retention, and even support long-term business value.</p><p>Key points discussed include:</p><ul><li><strong>What Annex’s 401(k) team actually does</strong>: They act as advisors and consultants (not recordkeepers). They work with both business owners/plan fiduciaries and employees to make plans more effective.</li><li><strong>The shift in employee expectations</strong>: Today’s workforce looks at total compensation — including benefits and financial wellness — not just salary. An effective 401(k) is now part of what attracts and keeps talent.</li><li><strong>Common problems Tom sees when reviewing existing plans</strong>: Outdated investment lineups, high or inefficient fees, low participation rates, lack of automatic enrollment features, and employees who don’t even know who their plan advisor is.</li><li><strong>Modern solutions</strong>: Greater use of lower-cost Collective Investment Trusts (CITs), automatic enrollment, and better plan design — changes that many advisors are (or should be) recommending.</li><li><strong>The bigger picture — financial wellness</strong>: Annex goes beyond investments by providing ongoing education through videos, webinars, one-on-one meetings, and creative communications. This helps reduce the real financial stress employees feel (a major driver of burnout and lost productivity).</li><li><strong>Impact on business owners</strong>: While there isn’t always a direct line item on a balance sheet, improving a 401(k) plan can positively affect company culture, employee engagement, and even the intrinsic value of the business over time.</li><li><strong>Practical next steps</strong>: Business owners don’t always need to move their entire plan. Often, the first step is simply having Annex review the current plan to see what can be improved where it already sits.</li></ul><p>Tom emphasizes that a well-run 401(k) isn’t just good for employees — it’s good for the business owner who wants a more focused, less financially stressed, and more aligned team.</p><p><strong>Overall takeaway</strong>: If your 401(k) plan was set up years ago and hasn’t been reviewed since, you’re likely leaving both money and morale on the table. A thoughtful, well-communicated retirement plan can become a genuine competitive advantage.</p>
69 total episodes available
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Frequently asked questions
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- What is Wealthyist?
- 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?
No, this podcast does not typically feature guests.
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