The Wealth Cast
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The Wealth Cast
Financial planning can be complex, and the stakes are high. We created this podcast to share what you need to know to help you work toward the luxury of financial independence. Join your host, Charles Boinske, CFA, Principal, Wealth Manager and Chief Visionary Officer of Modera Wealth Management, LL...
Neueste Episoden
37 Episoden
Managing Risk and Conflict
On Episode 38 of The Wealth Cast, Charles Boinske talks to executive mentor Charles Scott about constructive conflict and informed risk taking. During...
Make or Break: One Key Focus
On episode 37 of The Wealth Cast, Charles Boinske talks to Dan Barnett, the creator of Make or Break Execution, and current CEO and owner of The Prima...
History Edition: Little Bighorn with Neil Mangum
Episode 36 of The Wealth Cast sees National Park historian Neil Mangum join Chas to discuss one of the most infamous military conflicts in American hi...
Markets Work: Improving the Client Experience
On episode 35 of The Wealth Cast, Chas speaks to Dimensional Fund Advisors co-CEO, Dave Butler. Following a brief career in professional basketball, D...
Direct Indexing: A Paradigm Shift in Investment Management
On episode 34 of The Wealth Cast, Chas is joined by Dave Twardowski, Vice President and Head of Investment Strategy at Vise, an intelligent automation...
Transforming the Wealth Management Business
On episode 33 of The Wealth Cast, Chas speaks to Sebastian Jersch, CEO and founder of Neo Consult, a financial planning company based in Marburg, Germ...
Analysis of Proposed Tax Law Changes for 2022
On episode 32 of The Wealth Cast, Chas is joined by Pat Runyen of Modera Wealth Management for a discussion on the potential changes to tax law that h...
Wealth Cast Rewind: Evidence-Based Investing
Evidence-based investing is a core principle of being a good steward of your wealth. That is why Chas has selected his interview with Robin Powell for...
The Five Tenets of Evidence-Based Investing
On episode 30 of The Wealth Cast, Chas discusses the five tenets of evidence-based investing: markets work, diversification is your buddy, discipline...
Taxation: What's Next?
Rosalind Sutch of Drucker & Scaccetti joins Chas for episode 29 of The Wealth Cast, and she shares her insight into potential changes in tax law for 2...
On the Limits of Arbitrage - Ep 28
On episode 28 of The Wealth Cast, Eduardo Repetto of Avantis Investors joins Chas to discuss the Limits of Arbitrage, a concept which explains strange...
Risk, Patience, and Perseverance - Ep 27
On episode 27 of The Wealth Cast, Chas talks to Brian Tierney, CEO of Brian Communications, about the successes and setbacks he's faced in a long entr...
The Value in Value Investing - Ep 26
Apollo Lupescu returns to The Wealth Cast for episode 26, joining Chas Boinske to talk about value and small cap investing and their potential for inc...
Fly Fishing Edition - Ep 25
Chas hosts John Juracek, former owner of Blue Ribbon Flies in West Yellowstone, Montana, for this special fly fishing episode 25 of The Wealth Cast. T...
How to Be a Trusted Advisor - Ep 24
On Episode 24 of The Wealth Cast, Charles Green, co-author of The Trusted Advisor, joins Chas to discuss how to build trust in your relationships. Cha...
Leadership Under Any Circumstance - Ep 23
On Episode 23 of The Wealth Cast, Chas hosts former nuclear submarine commander Kevin Cheesebrough, Captain USN (Ret), PCC, who now serves as an execu...
An Evidence-Based Approach to Analyzing Success and Failure - Ep 22
On Episode 22 of The Wealth Cast, Chas is joined by Robert “Cujo” Teschner, former US Air Force fighter pilot and current CEO and chief consultant of...
The Upper Limit Problem - Ep 21
On Episode 21 of The Wealth Cast, Chas talks with Gary Pica, founder of TruMethods, which specializes in concepts and advice for Managed Service Provi...
Sticking to the Plan Through Tough Times with Apollo Lupescu - Ep 20
On Episode 20 of The Wealth Cast, Apollo Lupescu discusses 2020's financial wildness. He stresses that having a financial plan based in solid principl...
Pillars of Building a Resilient Company and Navigating Change - Ep 19
On Episode 19 of The Wealth Cast, the tables are turned! Charles is introduced by Tina Dietz, CEO and Founder of Twin Flames Studios, which produces T...
Tax Law in 2021 and Beyond with Michael McBratnie - Ep 18
The 2020 election has come and gone, which means uncertainty about the changing tax landscape. Michael McBratnie joins Chas to discuss what-if scenari...
Perfecting Your Growth Mindset with Scott Addis - Ep 17
Scott Addis of Beyond Insurance joins Chas to discuss his Growth Mindset Index, an important tool and key for personal and business growth. The five e...
Roth IRA Conversions with Rachel Kieser - Ep 16
The current tax environment presents a unique opportunity for savvy personal investors to diversify their holdings and minimize their tax liabilities,...
Sidestepping Year-End Financial Pitfalls with Pat Runyen
On episode 15 of The Wealth Cast, Charles talks with colleague and partner Pat Runyen about year-end financial planning. They cover pro forma tax retu...
The Viability of Sustainable Investing with Sam Adams - Ep 14
Sustainable investing, once something actively discouraged by many financial advisors, has become a hot topic in the investment world in recent years....
Fly Fishing In West Yellowstone Throughout The Seasons With Cam Coffin
The pandemic has led many of us discovering and venturing into new hobbies that we otherwise wouldn’t have given a chance. Taking a detour in this epi...
Benchmarking And The Importance Of Having A Mission - Ep 12
In episode 12 of The Wealth Cast, Chas talks to Dr. Joseph Pica about the importance of having a clear mission in both personal and professional life....
Changing Your State and Local Tax Residency - Ep 11
Changing your residency is not as simple as packing your bags and moving into a new house. There are important tax considerations that you have to thi...
Making a Case for Evidence-Based Investing with Robin Powell - Ep 09
An educated investor is a great investor. That is why investing should not be dependent on hunches and guesswork. Every deal should be considered and...
A Father's Legacy Lives On - Ep 08
Non-profit Fred’s Footsteps honors the life and legacy of G. Fred DiBona, Jr., who was known and respected for his generous spirit and dedication to o...
Fly Fishing Edition: George Daniel's Fly Fishing Journey - Ep 07
In considering financial health, you must also include your mental and emotional well being, ensuring a break from the demands of work and family. In...
On a Humbling and Priceless Gift - Ep 06
Millions of people in the world are used to Western privilege with its opportunities, resources, money, and the best medical care. Yet millions more a...
Shifting Challenges in the German Market - Ep 05
For many years, German banker, Christoph Kanzler, has been leading the charge in creating a greater distribution of wealth and equal opportunities for...
Family Conversations About Wealth Transfer - Ep 04
For generations, people were brought up not to talk about money. But if you've accumulated wealth that you want to leave to your family, it's essentia...
Leading Businesses Through Crisis - Ep 03
Greg Cleary is a Leadership Team Coach who specializes in helping companies scale up. With a reputation for results, he is one of the most in-demand,...
From Coal to Diamonds - Ep 02
With COVID-19 wreaking havoc on all aspects of life around the globe, we are facing financial uncertainty of epic proportions. The pressure of a volat...
The Financial Implications of COVID-19 - Ep 01
While COVID-19 wreaks havoc on the economy, investors are particularly anxious and wondering what to do. With the added element of health concerns, th...