Wealth Management Invest

Welcome to the Wealth Management Invest Podcast. David Bodamer delves into the strategic insights of financial advisors and Chief Investment Officers (CIOs) from leading RIAs, including the increasing adoption of alternative investments to enhance the con

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Recent Episodes

Episode 65: WMRE: Where It Started and How It’s Going

Posted November 15, 2021 • 00:23:28

It’s been almost one year since NREI announced a full rebrand to WMRE, a change that represented the status of the company within the WealthManagement.com...

Episode 64: What To Expect When Returning To The Office With David Smith

Posted October 18, 2021 • 00:29:16

As the world begins to reopen, more and more people are returning to work in person. With more people going back to the office, what can we expect in this...

Episode 63: How To Get A Loan From Home With Dan Gorczycki

Posted October 4, 2021 • 00:25:48

After more than a year of uncertainty for businesses, being able to access and apply for mortgages and loans from home is more beneficial than ever. In...

Episode 62: Breaking Down the Seniors Housing Industry for 2021 with Beth Burnham Mace

Posted August 23, 2021 • 00:24:37

Understanding the current situation for seniors housing affects everyone on different levels, whether you realize it or not. The seniors housing industry...

Episode 61 – A Look Into the 2021 Scoring Tech Talent Report With Colin Yasukochi

Posted July 26, 2021 • 00:28:26

During 2021, the importance of technology has become more apparent than ever. Understanding the technology industry can really help business professionals...