G360 Wealth Podcast

Recent Episodes

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...

Volatility as an Asset Class: How Aptus and GCA Tackle Investors’ Biggest Risks (Ep. 9)

Posted December 4, 2025 • 00:40:12

When the market is shifting faster than most people can keep up, the real risk isn’t volatility; it is holding on to outdated assumptions.

Rex...

How to Manage a Concentrated Stock Position Without Losing Your Edge (Ep. 8)

Posted November 20, 2025 • 00:41:00

Concentrated stock positions can supercharge wealth creation or quietly threaten it. Rex and Sam break down the proven strategies that help you diversify...

Innovation, Discipline, and the Future of Private Markets with Christopher Zook (Ep. 7)

Posted October 23, 2025 • 01:01:45

How do discipline, innovation, and access to opportunity shape the future of wealth?

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