Wealth Actually

California Taxes the Cloud: The New Sales Tax on Software, with Neil Bass Starting January 1, 2027, California will apply sales and use tax to prewritten software, including software as a service, no matter how it is delivered. In this episode of Wealth Actually, I talk with Neil Bass, CPA and managing member of Bass Tax Group, about what changes, who pays, and what buyers and sellers should do before the deadline. https://youtu.be/8KWaeLoDm50 For decades, California taxed software sold on a

Investors in private markets pay the fees, yet they often get the worst experience. They are demanding the streamlining of alternative investments. In this episode of Wealth Actually, I talk with Ryan Eisenman, co-founder and CEO of Arch, about why it can take thousands of clicks to manage a single fund position and what better data means for advisors, family offices and the families they serve. Alternative investments are moving well beyond the institutional world. Private equity, private cred

Private Placement Life Insurance (PPLI) is a life insurance policy used as a tax-efficient wrapper for long-term investments. It works best for families who have money they will never spend, who can commit about $10 million in premium, who hold the policy in an irrevocable trust, and who are willing to give up control of investment decisions. In this episode of Wealth Actually, JAY JUDAS, CEO of Life Insurance Strategies Group, explains how PPLI works, who it fits, where it gets missold, and ho

DAVID PAKMAN — political commentator, YouTube host, and author of the new book Pay Attention — joins me to talk about Algorithms, AI, and the Attention Economy. We break down how attention became the core commodity of the modern economy, why algorithms reward outrage over nuance, and what happens when AI starts cloning creators without their consent. David walks through the real story of “The Daniel Carter Show,” a YouTube channel that used AI voice-cloning to impersonate him and was algorithmi

What happens to your voice, image and online accounts after you die? In this episode of Wealth Actually, I welcome back NATALIA PARKER and TATYANA THURSTON of DEXIT to discuss digital identity and estate planning in the age of AI. https://youtu.be/MdnUcekE-08 The issue is bigger than recovering a password. An executor may have to decide whether to keep a book on sale, preserve a podcast, close a social media account or respond to an AI-generated version of the person who died. Those decisions

Fire the Whole Investment Team: Meb Faber on 250 Years of American Compounding and Why CalPERS Can’t Beat a 60/40 allocation https://youtu.be/9lBYkG4J2sY A dollar invested in the U.S. stock market in 1800 is worth roughly $200 million today, and Meb Faber says the giant pension funds paid to beat that kind of compounding usually can’t. In this episode of Wealth Actually, Frazer Rice talks with Meb Faber, co-founder and CIO of Cambria Investment Management and host of The Meb Faber Show, about