Episodes

Housekeeping: Podcasts should land generally land on Thursdays. You can subscribe to the podcasts on major podcast networks. HAVEN PELL’S Blog can be found here: PUNDIFICATOR On this week’s podcast, we have some back and forth on the emerging prevalence of public relations and its increasing importance in corporate strategy. Discussion outline below . . . The Dangers of the “Spindustry”. The use of avatars to represent climate change- are they created or natural occurring representatives. N...

The Impact of Fanboys, Haters and Cancelling on Social Media and Internet Culture- Haven and I hit these topics . . . . Fanboys and Haters in Wealth Management and Financial Twitter Hater Culture in Politics Creating Adversaries as a Marketing Strategy (Us vs. the World) Do Presidents make Markets or Economies (The Head Coach Analogy) The “New News Cycle” and what it does to the markets Brady, Belicheck and the Patriot Effect Recessions and Economies in Political Cycles Moneyball for Po...

A quick reminder to subscribe on iTunes, Google Play and Android! Podcasts normally drop on Thursday mornings before the EST commute. Haven’s blog can be found here: PUNDIFICATOR Nothing on the blog or podcast is investment advice The Democratic Party is in full swing with Bernie Sanders making an early run in Iowa, New Hampshire and Nevada. However questions about his ideas and electability persist. Joe Biden has stumbled out of the blocks. Elizabeth Warren tries to re-establish her initial...

Haven and I reached back into the archives (December) as we discuss GLOBALIZATION: (To reiterate we are NOT providing investment advice, just a discussion of international relations issues that we find interesting) We heavily reference the below presentation from Ken Mehlman’s group. It is worth opening up in a new tab. https://mehlmancastagnetti.com/wp-content/uploads/De-Global-2019.pdf 1) The World: Leadership & Direction Up for Grabs 2) Major Economies: Aging Fast 3) Internet Policy: Reg...

This week we have a special interview with Peter Goodrich on the tax ramifications of working with crypto-currencies. We packed a lot of information and debate in this quickly evolving field. PETER GOODRICH is a Manager in the Tax Department of Prager Metis CPAs, a member of Prager Metis International LLC. He specializes in tax planning, consulting, and structuring with domestic and international businesses, whether they are mature or startups, high net worth individuals, and trusts and estates...

Another reminder that the “Wealth, Actually” podcasts come out on Thursday morning before the EST commute. You can subscribe on most major podcast platforms . . . and now on with the show! Remember Todd Marinovich? He was on the cover of Sports Illustrated as the archetype for early specialization and “guaranteed success” in sports . . . his story started out nicely, but ended in a horrible flame out. Here is a recent update on his progress from Rick Telander . . . https://chicago.suntimes.com...

HOUSEKEEPING: Podcasts are scheduled to post every Thursday morning just before the EST commute . . . and now for this week’s podcast. Occasionally, you get to look at someone’s vision for the future and it fires one’s intellectual synapses. In this case, we came across a post at the beginning of the year that fit the bill. It comes from New York venture capitalist, FRED WILSON. In this podcast, we take each of his prognostications in turn . . . his list of ten themes and the full (and interes...

It didn’t take long for Haven and I to reach back across the pond for a topic to chew on . . . and this week we wrangle over the mess of the potential “departure” of Prince Harry and his wife Meghan (and son, Archie) from the official royal duties of the British Monarchy. NY TIMES: The Crisis . . . . after the Crisis https://www.nytimes.com/2020/01/15/world/europe/harry-meghan-megxit-brexit.html Page Six opines! https://pagesix.com/2020/01/13/meghan-markle-reportedly-pushed-for-megxit-prince-...

Haven (https://pundificator.com/) and I (frazerrice.com) took on 2019/2020- here is a quick summary Spring Forward, Look Back . . . FRAZER’S WINNERS: Amazon- the category 5 hurricane in American Consumerism- AMZN continues to charge forward. Kylie Jenner- She sold 51% of her company for $600mm to Coty- this could be the apex of influencer branding. FRAZER’S LOSERS The Federal Reserve- With the patina presidential intervention (and long term low rates), the independence of the institution is...

Haven and Frazer discuss Brexit and its Implications First, some quick housekeeping: “Wealth, Actually” is setting the schedule to post content every Thursday. Interviews with entrepreneurs, experts, and tastemakers AND Haven Pell and I will take on noteworthy and timely topics. SUBSCRIBE today on most major podcast venues. Tell friends, leave comments and get in touch! Second, HAVEN PELL and I are discussing Brexit. We take on . . . . England’s Political Process (and how we got here) Some o...

In a new regular feature on the “Wealth, Actually” Podcast, Haven Pell and I will take on a topic. (For our first one, we discuss the concept of “College” in modern American Society) With some fun questioning and debate, we’ll try to make some sense of a subject that has some controversy, broad policy implications and a little bit of hypocrisy to unwind. Hopefully, it’s weighty and important. We hope to tackle things that are both evergreen and timely. MEET HAVEN HERE: https://pundificator.com...

In this edition of “Wealth, Actually”, I was able to speak with Leslie and Mark Begert of the newly launched, Fabulingua. The company helps to accelerate the learning of second languages through a unique blend of technology, storytelling and gamification. The program is initially focussing on English and Spanish, but the Begerts have big plans for the company in the future. Today we get to hear more about their journey, the nuts and bolts of the company, and, finally, what it’s like being mar...

First, this is the first podcast with some formatting changes (including making it easier to subscribe via iTunes and Google Play) and the addition of music . . . let me know what you think of it . . . now back to the podcast. One of the main themes in 2019 is the focus on effective philanthropy amongst the wealthy. Following the example of the Bill and Melinda Gates Foundation among others, measurable outcomes, specific examples of positive change and solutions delivered at scale are more and...

Frazer Rice and Tyrone Ross in the studio for “Wealth, Actually” Welcome back to the “Wealth, Actually” podcast. (Reminder: There is no investment advice here!) Bitcoin and other cryptocurrencies have come back into the news as they have jumped around in price in the last two years. To help us understand the crypto phenomenon, I spoke with Tyrone Ross of Noblebridge Wealth. An extra special thank you to Tyrone for his unique insight, not only into cryptocurrencies, but in describing his person...

We’re back with another “Wealth, Actually” podcast. This time I got to speak with John Farr, a man who blended his love of movies with the world of movie house restoration. John Farr has helped restore one historic cinema (The Avon in Stamford) and did it again for the BEDFORD PLAYHOUSE in Bedford, NY.  Boasting a half-century love of great film and a career in advertising, John guides smart audiences to smart films through his website – BEST MOVIES BY FARR. Quick bio- what was your backg...

I recently spoke with kick-butt entrepreneur, Storey Jones. She is an expert on divorce and family planning and has founded a company around her expertise. I’ll let her bio from her startup DTOUR.LIFE tell the story: INTRODUCTION “Been there. Done that. Survived and thrived. In 1998 Storey Jones married a technology entrepreneur. By 2001 his company had executed a successful IPO and then an accounting scandal brought everything crashing down leaving her in a highly complex seven-year legal...

This is a special “Wealth Actually” podcast. I spoke with an author and educator that has had a major impact on financial literacy and wealth management. He is also a terrific guy to boot! Over the course of our discussion, While I felt like I was nodding my head in agreement a lot (that’s the whoosh near the microphone), My guest’s nuanced views on wealth and his consistent and deep writing taught me a lot about the importance of great advice, clear thinking and long-term planning. Jonathan...

“MUNICIPAL BONDS: THE ORIGINAL IMPACT INVESTMENT?” For this first WA episode, I spoke with Matt Posner the Director of the Impact Coalition. We attack a bunch of topics centered around the emergence of the municipal bond markets’ increased relevance in the impact investing world. Matt is helping to coordinate through the efforts of the Impact Coalition. THE IMPACT COALITION (www.theimpactcoalition.com) is working with the largest underwriters, investors, and state and local governments to build...

https://frazerrice.com/wp-content/uploads/2018/08/Frazer-Rice-FB-Live.mp4 Thanks to David Grasso, Scott Richmond and the team at Bookstr for having me on their Facebook Live channel. It’s always a pleasure to discuss “Wealth, Actually.” A link to the book is here and don’t forget to leave comments on the Amazon site. https://www.amazon.com/Wealth-Actually-Intelligent-Decision-Making-1-ebook/dp/B07FPQJJQT

Here is something that is a little bit new! I was interviewed on my new book “Wealth, Actually by Josh Jalinksi on his Financial Quarterback show on 710 WOR ad on #iheartradio. We discussed estate planning, family dynamics, investing and a host of tools that could helpful in making good decisions about wealth. Thanks again, Josh! To buy “WEALTH, ACTUALLY” on AMAZON, click BELOW . . . Feel free to leave Amazon Reviews (hopefully good ones!). They help the algorithm. https://www.amazon.com/Wealt...

With the 2018 midterm elections around the corner, I spoke with Ben Phillips about the impact of policy on the investment world. Ben Phillips serves as the CIO of EventShares, overseeing research and portfolio management for the U.S. Policy Alpha ETF (PLCY). Mr. Phillips previously worked for Goldman Sachs Asset Management, where he had portfolio management responsibilities across several multi-sector total return funds. Prior to GSAM, he held senior investing roles at Providence Equity Partner...

In Podcast #25, I was able to speak with Bill Yoh, the author of “OUR WAY”. https://www.amazon.com/Our-Way-Life-Story-Spike-ebook/dp/B0786QGZ6K/ In the book, Bill tells the story of Spike Yoh, the driving force behind Day & Zimmermann with un-sugarcoated candor. An embattled son becomes a patriarch. An untested employee becomes a CEO. A husband becomes a caregiver. A student becomes a teacher, and ultimately a student. Spike Yoh’s life story paints a vivid picture of the profound and very huma...

Today we were able to speak with Leslie Danks Burke. She is a public advocate and the Founder and President of TRAILBLAZERS PAC : a political action committee dedicated to finding and supporting candidates for local political office beyond typical party ideology and structure. Based in Horseheads, NY, Leslie’s goal is to improve the quality of candidates and the political discourse in this country, one municipality at a time. Their mission statement states: “Trailblazers PAC reconnects citizens...