The WealthStack Podcast
The WealthStack podcast is the only podcast that specifically provides financial advisors with targeted discussions that focus on innovations and developments WealthTech. Each episode of the WealthStack podcast is a deep-dive with a WealthTech or wealth m
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Recent Episodes
The WealthStack Podcast: Demystifying the Decumulation Phase of Retirement Planning with Sheryl O’Connor
When it comes to retirement income planning, an advisor’s role must go beyond getting clients to retirement, it’s also about getting them through...
The WealthStack Podcast: Building Protective Investment Solutions with Joanna Kanakis
The value of protective investments has become more evident as the traditional 60/40 portfolio allocation has continued to become less attractive. Investors...
The WealthStack Podcast: The Future of Financial Wellness with Adam Holt of Asset-Map
As financial planning becomes more accessible, the U.S. population is looking to become more “financially fit”. Advisors can help clients achieve...
The WealthStack Podcast: What Do Advisors Really Need in a TAMP with Colin Falls of GeoWealth
RIAs who are seeking balance between evolving high-tech solutions with high-touch advisory services may need to consider a tech-forward TAMP. The TAMP...
The WealthStack Podcast: Keeping Tech Simple as a Virtual Advisor with Derek Notman
After spending years in a suit and tie and feeling held back by technology within the broker-world, Derek Notman, CFP®, made the decision to take his...
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