Wealth Actually

Recent Episodes

EP.98 RULE 187 and The “NEW” FIDUCIARY STANDARD in LIFE INSURANCE with STEVEN ZEIGER

Posted December 12, 2021 • 00:29:17

Life insurance is one of the core tools in wealth management. It replaces income for families, funds the payment of estate taxes, and, given its tax...

EP.97 THE FUTURE OF MUSIC AND FINANCE with DAVID PULLMAN

Posted November 29, 2021 • 00:46:10

This latest podcast is special because it harkens back to 2000 when I wrote a paper in law school about the use of securitizations to disrupt the music...

EP.96 USING THE COLLEGE ADMISSIONS PROCESS FOR INTERGENERATIONAL DISCUSSIONS with LINDSAY TANNE

Posted November 23, 2021 • 00:24:42

The College Admission season is in full swing and it brings it usual stresses. However in the world of intergenerational planning, it’s a unique opportunity...

PREVIEW: BOWIE BOND INVENTOR and FINANCE PIONEER, DAVID PULLMAN

Posted November 23, 2021 • 00:06:37

Here is sneak peak of my podcast with David Pullman- in this outtake, we talk about his experience with David Bowie and how the song “Fame” represented...

EP.95 SEARCH FUNDS AND SMB with STEVEN RESSLER

Posted November 9, 2021 • 00:24:51

You can’t go two minutes without hearing about the allure of venture capital and private equity or the cult of entrepreneurship and the start-up....