G360 Wealth Podcast

What’s the real story behind building and managing significant wealth? Welcome to the G360 Wealth Podcast, hosted by Generation Capital Advisors. Whether you are a first-generation wealth builder striving to create a legacy or part of a multi-generatio

Recent Episodes

Equity Compensation Explained: How to optimize your Equity Comp With Jeffrey Krueger (Ep. 13)

Posted April 2, 2026 • 00:55:05

If you have equity comp at work and you are not sure what you actually “have”, or what it could cost you at tax time, this episode will help you...

Episode Title: Section 351 Exchanges Explained: Simplifying Concentrated Stock Positions with Jack Vogel (Ep. 12)

Posted March 26, 2026 • 00:27:08

What do you do when your biggest investment win becomes your biggest portfolio risk?

In this episode of the G360 Wealth Podcast, Sam Diarbakerly...

Roots and Wings: Navigating Family Wealth Without Losing What Matters with Brie Williams (Ep. 12)

Posted March 23, 2026 • 00:44:32

What happens when your balance sheet grows faster than your family conversations? For many successful entrepreneurs and executives, the biggest question...

What Business Owners Should Think About Long Before a Sale with Kurt Steinkrauss (Ep. 11)

Posted February 5, 2026 • 00:50:49

Most business owners spend years building the company, then treat the sale like it will “just work out.”

In this episode, Sam Diarbakerly...

Your Concentrated Stock Fix: Long-Short Direct Indexing with Jeff Murphy (Ep. 10)

Posted December 18, 2025 • 00:33:20

Managing a concentrated stock position or preparing for a significant tax year can create complex planning decisions. This episode outlines a practical...