Wealth Actually

Recent Episodes

EP-138 "VENTURE CAPITAL" AND DISRUPTION with JULIE FREDRICKSON

Posted August 13, 2023 • 00:55:53

"Venture Capital" is a small subset of private equity surrounded in mystique and fable. In reality, the world of start-ups is filled with the highs...

EP-137 COST SEGREGATION and REAL ESTATE with MITCHELL BALDRIDGE, CPA

Posted August 2, 2023 • 00:32:07

Real Estate investing is seen as the holy grail of passive income and wealth independence. One of the popular facets of real estate investing is the...

EP-136 "THE IRS AUDITS YOU- WHAT NEXT?" with KELLEY MILLER from REED SMITH

Posted July 14, 2023 • 00:52:56

One of America's best (and most quotable) judges, Learned Hand said, "Any one may so arrange his affairs that his taxes shall be as low as possible;...

EP-135 THE CONFIDENCE MAP and BEHAVIORAL FINANCE with PETER ATWATER

Posted July 4, 2023 • 00:39:11

"Behavioral Finance" is all the rage. BeFi (as the not-so-cool kids in the financial world call it) is the next phase in guiding individuals, teams,...

EP-134 THE CORPORATE TRANSPARENCY ACT and ESTATE PLANNING with STEPHEN LISS

Posted June 13, 2023 • 00:45:01

The Corporate Transparency Act is legislation that is going to touch all high net worth clients in 2024. This is like KYC procedures on steroids and...