Your Active Wealth

About Your Active Wealth

Is your wealth strategy supporting your long-term goals? Welcome to Your Active Wealth with BNY Wealth: A podcast with the experts who lead our firm – and our industry – bringing you thematic and timely conversations on how to grow, manage and protect your wealth, and insights on how to confidently navigate the unpredictable and unexpected.

Publisher

BNY Wealth

Category

business

Language

en

Explicit

No

First episode

9 Feb 2022

Latest episode

18 Dec 2025

Latest episodes

13 of 36 episodes have a transcript.

1. 

   18 Dec 2025TRANSCRIPT

   Policy Breakdown and Opportunities in 2026

   Alicia Levine and Dan Clifton on 2026: consumer refunds, deregulation, Fed cuts, tariffs and midterm dynamics—why policy could turn headwinds into tailwinds for growth and earnings.

2. 

   10 Nov 2025TRANSCRIPT

   New 2025 Tax Rules for Business Owners

   Terry Sylvester Charron and Jere Doyle explain new 2025 tax rules impacting Qualified Small Business Stock for business owners.

3. 

   25 Sept 2025TRANSCRIPT

   Master Cash Management

   Scott Lillis, regional president, Mid-Atlantic Region, and Lynda Ly, private banking manager, explain their strategic cash management framework in this interview.

Inside a recent episode

Policy Breakdown and Opportunities in 2026

Published 18 Dec 2025 · Transcript excerpt

[…] Because the act also created business -friendly provisions designed to simulate investment, innovation, and domestic production. So how does that all work together? And how do those provisions spur business activity and growth? Yeah, so again, the key to the consumers, you've got to keep employment higher. And the way to keep employment higher is to replenish it to US businesses, when we're going to provide about $235 billion of tax cuts to US businesses if they really do three things. Number one, if you invest in a factory, you can write that off your taxes immediately. If you invest in CAPEX, capital expenditures, capital goods orders, you could write that off immediately. […]

Who has been a guest on Your Active Wealth

Names identified in recent episode analyses. Showing up to five guests.

• Scott Lillis
• Lynda Ly
• Ryan Szczepanik
• Samy Dwek
• Christi Coors Ficeli

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

4.9 / 5

23 ratings

Spotify

4.8 / 5

5 ratings

Contact Your Active Wealth

Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.