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 60: The Changing World of Distribution with Chad Buch and George Cutro

Posted July 5, 2021 • 00:33:48

As e-commerce continues to change the way we live our day-to-day lives, there have been some major impacts in the world of transportation and distribution...

Episode 59 – What Financial Advisors Should Know About REITs? With Abby McCarthy

Posted May 31, 2021 • 00:22:21

Investing in REITs can help diversify an investor’s portfolio, which can decrease overall portfolio risk. In this episode, David Bodamer is joined...

Episode 58 – Net Lease Investing: What’s Trending? –– With Randy Blankstein

Posted May 17, 2021 • 00:33:21

In this episode, David Bodamer is joined by Randy Blankstein, president of The Boulder Group, a boutique investment real estate service firm specializing...

Episode 57 – Institutional Investments: Current Updates & Future Growth Potential –– With Dori Nolan

Posted May 3, 2021 • 00:32:12

With the rollout of vaccines and the end of lockdown orders in several states, the economy is beginning to recover – which means new opportunities for...

Episode 56 – The Government as a Tenant –– with William Hill

Posted April 19, 2021 • 00:32:22

In this episode, David Bodamer speaks with William Hill, vice-chairman of Federal Investor Services Group with Newmark in Washington D.C. David and William...