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

Recent Episodes

WMRE Common Area: Transforming Real Estate Investment through Fintech Innovation With Ryan Williams

Posted October 16, 2023 • 00:26:21

Real estate investment has historically not been the most innovative space when it comes to using new technologies. But Cadre is aiming to change that....

WMRE Common Area: Exploring Private Real Estate as an Alternative Investment With Jay Miller

Posted September 18, 2023 • 00:27:01

Using recent Wealthmanagement.com research as a jumping off point, in this episode, David Bodamer speaks with Jay Miller, Chief Investment Officer at...

WMRE Common Area: Diversifying Portfolios with Commodity ETFs With John Love

Posted August 28, 2023 • 00:25:12

Commodities have long been recognized as a valuable diversification tool, but their complexities and limited accessibility have often deterred average...

WMRE Common Area: Navigating Private Real Estate Opportunities for Investor Portfolios With Elizabeth Wohlleb

Posted July 17, 2023 • 00:26:17

Despite the challenges faced by some parts of the commercial real estate industry, the fundamentals of many sectors remain strong and there remains...

WMRE Common Area: Current Themes Within the Real Estate Market With Mike Acton

Posted June 20, 2023 • 00:24:48

While trends within real estate rise and fall, there are always themes and strategies that can be used in future markets when looking for investment...