Talking Wealth

Епизоди

• 
  Is the 60/40 Portfolio Too Conservative? | Ben with Benefits 30.07.2026 35мин

  Is the traditional 60/40 portfolio too conservative for retirement? On this episode of Ben with Benefits, Ben Carlson sits down with Bob Pozen, Senior Lecturer at MIT Sloan, former executive at Fidelity and MFS, and bestselling author of Extreme Productivity, to discuss his controversial 90/10 retirement portfolio framework. They debate how much risk retirees really need to take, sequence-of-returns risk, whether today's higher bond yields change the equation, and why many investors may be holding too much in fixed income. They also explore the future of AI-driven productivity and what it could mean for long-term investors. This episode is sponsored by Calamos. To learn more about CAIE, visit https://www.calamos.com/funds/etf/calamos-autocallable-income-caie For more from Talking Wealth sign up at: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://talkingwealthpod.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Participants include employees of Ritholtz Wealth Management. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. This program is for informational purposes only and is not intended to provide specific advice or recommendations for any individual or on any specific security or product. Any opinions expressed herein do not constitute or imply endorsement, sponsorship, or recommendation by Ritholtz Wealth Management or its employees. Ritholtz Wealth Management and its affiliates may invest in the technology company discussed. The Compound Media, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. #finance #financialplanning #financialeducation #financialadvisor Learn more about your ad choices. Visit megaphone.fm/adchoices
• 
  The ETF Industry Has Lost Its Mind 23.07.2026 44мин

  ETFs have completely transformed how we invest for our clients. Cheaper, more tax-efficient, more transparent — it's been one of the great wins for investors over the last twenty-five years. But folks, we are not in Kansas anymore. The same wrapper that gave us three basis point index funds is now giving us double-levered single stocks, funds that hold literal sports bets — there's a filing right now for an ETF that would hold 40 to 80 event contracts on NFL and NBA games. Not the sportsbook stocks. The bets themselves. And at the very same time, the boring stuff keeps getting better — BlackRock and State Street just launched Nasdaq 100 funds at 10 basis points, coming straight for the Qs. So it's the best of times and the weirdest of times in ETF land, and there is nobody better to walk us through it than James Seyffart of Bloomberg Intelligence. This episode is sponsored by Calamos. To learn more about CAIE, visit https://www.calamos.com/funds/etf/calamos-autocallable-income-caie For more from Talking Wealth sign up at: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://talkingwealthpod.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Participants include employees of Ritholtz Wealth Management. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. This program is for informational purposes only and is not intended to provide specific advice or recommendations for any individual or on any specific security or product. Any opinions expressed herein do not constitute or imply endorsement, sponsorship, or recommendation by Ritholtz Wealth Management or its employees. Ritholtz Wealth Management and its affiliates may invest in the technology company discussed. The Compound Media, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. #finance #financialplanning #financialeducation #financialadvisor Learn more about your ad choices. Visit megaphone.fm/adchoices
• 
  How to Become a Better Financial Advisor 16.07.2026 32мин

  On this episode of Talking Wealth, Ben Carlson sits down with Brian Portnoy, founder and CEO of Shaping Wealth and author of The Geometry of Wealth, to discuss the psychology behind great financial advice. They explore how advisors can improve their own decision-making, coach clients through uncertainty, and use behavioral finance to build stronger relationships. They also dive into AI's growing role in wealth management, Brian's new AI platform Lydia, what the future of the advisor-client relationship looks like, and why "funded contentment" remains one of the most important ideas in personal finance. Plus, Brian shares insights from his upcoming book and his vision for the next decade of financial advice. This episode is sponsored by YCharts. To learn more and get 20% off your initial YCharts Professional subscription to take Y for a spin (new customers only), visit https://go.ycharts.com/talking-wealth For more from Talking Wealth sign up at: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://talkingwealthpod.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Participants include employees of Ritholtz Wealth Management. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. This program is for informational purposes only and is not intended to provide specific advice or recommendations for any individual or on any specific security or product. Any opinions expressed herein do not constitute or imply endorsement, sponsorship, or recommendation by Ritholtz Wealth Management or its employees. Ritholtz Wealth Management and its affiliates may invest in the technology company discussed. The Compound Media, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. #finance #financialplanning #financialeducation #financialadvisor Learn more about your ad choices. Visit megaphone.fm/adchoices
• 
  How to Advise the Wealthiest Families in America with Onur Erzan 09.07.2026 38мин

  On this episode of Talking Wealth, Josh Brown sits down with Onur Erzan, President of AllianceBernstein, to discuss what it really takes to serve America's ultra-high-net-worth families. They explore how wealth management changes at the $200 million level, why investment performance alone isn't enough, the growing importance of succession planning, governance, and multi-generational wealth transfer, how alternatives fit into ultra-wealthy portfolios, and why human advisors remain indispensable even as technology transforms the industry. Plus, Onur shares his journey from two decades at McKinsey to leading one of the world's largest private wealth businesses, what keeps clients for over a decade, and where he sees the future of wealth management heading. This episode is sponsored by F/m Investments. To learn more about SGVA, visit Fminvest.com/SGVA . For more from Talking Wealth sign up at: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://talkingwealthpod.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Participants include employees of Ritholtz Wealth Management. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. This program is for informational purposes only and is not intended to provide specific advice or recommendations for any individual or on any specific security or product. Any opinions expressed herein do not constitute or imply endorsement, sponsorship, or recommendation by Ritholtz Wealth Management or its employees. Ritholtz Wealth Management and its affiliates may invest in the technology company discussed. The Compound Media, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. #finance #financialplanning #financialeducation #financialadvisor Learn more about your ad choices. Visit megaphone.fm/adchoices
• 
  Jon Stein Built Betterment. Here's What He's Building Now 02.07.2026 31мин

  Jon Stein founded Betterment — one of the first companies to deliver real financial advice to the mass affluent at scale. Now he's back with a new company, Warmer, a platform for helping people find the right human financial advisor.It's a fascinating moment to build it, with AI increasingly able to deliver quality advice to that same mass affluent client. So where do human advisors fit in — and what does Warmer get right that so many advisor-matching platforms have gotten wrong?Michael Batnick and Jon Stein get into all of it. Whether AI hollows out the middle of the advice market and why Jon believes advisor-matching can finally work when so many have disappointed. This episode is sponsored by RBC Clearing & Custody. To find out more visit https://www.rbcclearingandcustody.com/ For more from Talking Wealth sign up at: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://talkingwealthpod.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Participants include employees of Ritholtz Wealth Management. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. This program is for informational purposes only and is not intended to provide specific advice or recommendations for any individual or on any specific security or product. Any opinions expressed herein do not constitute or imply endorsement, sponsorship, or recommendation by Ritholtz Wealth Management or its employees. Ritholtz Wealth Management and its affiliates may invest in the technology company discussed. The Compound Media, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. #finance #financialplanning #financialeducation #financialadvisor Learn more about your ad choices. Visit megaphone.fm/adchoices
• 
  How to Give Clients More Peace of Mind in Retirement 25.06.2026 35мин

  On this episode of Talking Wealth, Ben Carlson is joined by David Lau, founder and CEO of DPL Financial Partners. They discuss the evolving role of insurance and annuities in financial planning, why many advisors remain wary of these products, how annuities can help manage retirement income and longevity risk, and the impact AI could have on the future of the insurance industry. For more from Talking Wealth sign up at: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://talkingwealthpod.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Participants include employees of Ritholtz Wealth Management. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. This program is for informational purposes only and is not intended to provide specific advice or recommendations for any individual or on any specific security or product. Any opinions expressed herein do not constitute or imply endorsement, sponsorship, or recommendation by Ritholtz Wealth Management or its employees. Ritholtz Wealth Management and its affiliates may invest in the technology company discussed. The Compound Media, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. #finance #financialplanning #financialeducation #financialadvisor Learn more about your ad choices. Visit megaphone.fm/adchoices
• 
  "The Tech Stack Is Dead" — Jason Wenk on Rebuilding Advisor Infrastructure 18.06.2026 48мин

  There's never been a more disruptive moment in wealth management — and few people are shaping it more directly than my guest this week. Jason Wenk is the founder and CEO of Altruist, the modern custodian built exclusively for RIAs that's grown into one of the largest custodians in the country, serving nearly 5,000 advisory firms. But the conversation everyone's having right now is about AI. When Altruist rolled out its AI-powered tax agent earlier this year, it shaved millions off competitors' market caps — LPL and Raymond James all sold off in the days that followed. On this episode of Talking Wealth, Jason Wenk and Michael Batnick get into all of it: - The Hazel platform and Altruist's plan to roll out a new AI agent every quarter - Why he believes AI empowers advisors rather than replacing them, and what that means for the human side of advice - The bet against the custody duopoly, and what it actually takes to build modern infrastructure from scratch - Where he thinks the puck is headed for advisors over the next decade This is one of the most energizing conversations we've had about where our industry is going. Don't miss it. This episode is sponsored by DBMF. Find out why managed futures should be a foundational part of any alternatives allocation at: https://www.DBMF.com/TW For more from Talking Wealth sign up at: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://talkingwealthpod.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Participants include employees of Ritholtz Wealth Management. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. This program is for informational purposes only and is not intended to provide specific advice or recommendations for any individual or on any specific security or product. Any opinions expressed herein do not constitute or imply endorsement, sponsorship, or recommendation by Ritholtz Wealth Management or its employees. Ritholtz Wealth Management and its affiliates may invest in the technology company discussed. The Compound Media, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. The Fund’s investment objectives, risks, charges, and expenses must be considered carefully before investing. The statutory and summary prospectuses contain this and other important information about the investment company, it may be obtained by visiting www.imgp.com. The iMGP DBi Managed Futures Strategy ETF is distributed by ALPS Distributors, Inc.  #finance #financialplanning #financialeducation #financialadvisor Learn more about your ad choices. Visit megaphone.fm/adchoices
• 
  It’s Good to Be a CFP, Robinhood’s “Concierge” Is Now Hiring Advisors, SpaceX Employee Wealth 11.06.2026 31мин

  On this episode of Talking Wealth, Josh Brown and Sarah Solomon discuss why financial planners are reporting record-high compensation and job satisfaction, Robinhood's aggressive expansion into wealth management and advisor recruiting, and how SpaceX employees are teaming up to negotiate lower advisory fees ahead of the company's anticipated IPO. This episode is sponsored by TEMA. Learn more about their ETF lineup at https://temaetfs.com/ For more from Talking Wealth sign up at: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://talkingwealthpod.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Participants include employees of Ritholtz Wealth Management. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. This program is for informational purposes only and is not intended to provide specific advice or recommendations for any individual or on any specific security or product. Any opinions expressed herein do not constitute or imply endorsement, sponsorship, or recommendation by Ritholtz Wealth Management or its employees. Ritholtz Wealth Management and its affiliates may invest in the technology company discussed. The Compound Media, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. #finance #financialplanning #financialeducation #financialadvisor Learn more about your ad choices. Visit megaphone.fm/adchoices
• 
  SpaceX is The Hottest IPO Ever - Here’s Everything Advisors Need To Know 04.06.2026 34мин

  SpaceX just filed to go public, and this isn't just another IPO — it's shaping up to be the biggest one in history. The company is targeting a valuation around $1.75 trillion and looking to raise as much as $75 billion, which would make it roughly three times the size of the largest U.S. IPO on record. It's set to list on the Nasdaq under the ticker SPCX, with June 12th cited as the expected listing date. And here's the part that matters most for advisors: a reported 30% of the float is being earmarked for retail investors — about three times the normal allocation for a mega-cap deal. That means your clients are going to be asking about this, and a lot of them are actually going to be able to get shares. So this episode of Talking Wealth is where we break down everything you need to know — the valuation, the financials, the AI piece that's driving billions in losses even as the legacy rocket and Starlink businesses throw off real EBITDA, how the lockups and index inclusion are going to work, and whether the risk-reward actually holds at this price. And to do that, I wanted to bring in someone who can see the whole pipe. Aaron Dillon is the perfect guest for this because he's in private markets now — he's been living in the pre-IPO world where names like SpaceX change hands long before they ever hit an exchange — but he came up on the public side working with index providers. So he can speak to both sides of this thing: how a company this size gets valued before the IPO, and exactly what happens the moment it lists and the indexing machinery has to decide where it lands. This episode is sponsored by TEMA. Learn more about their ETF lineup at https://temaetfs.com/ For more from Talking Wealth sign up at: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://talkingwealthpod.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Participants include employees of Ritholtz Wealth Management. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. This program is for informational purposes only and is not intended to provide specific advice or recommendations for any individual or on any specific security or product. Any opinions expressed herein do not constitute or imply endorsement, sponsorship, or recommendation by Ritholtz Wealth Management or its employees. Ritholtz Wealth Management and its affiliates may invest in the technology company discussed. The Compound Media, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. #finance #financialplanning #financialeducation #financialadvisor Learn more about your ad choices. Visit megaphone.fm/adchoices
• 
  Jeremy Schwartz on Rethinking the 60/40 Portfolio 28.05.2026 26мин

  On this episode of Talking Wealth, we’re going to talk about one of the biggest challenges advisors face in portfolio construction: How do you improve diversification and add alternative return streams without sacrificing your core equity and bond exposure?  Jeremy Schwartz from WisdomTree is here to talk about capital efficiency in portfolio management, how to think about the intelligent use of leverage and how to effectively add alternative sources of diversification to your portfolio all while still maintaining the core exposures clients have come to expect. This episode of sponsored by RBC Clearing & Custody. To find out more visit https://www.rbcclearingandcustody.com/ For more from Talking Wealth sign up at: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://talkingwealthpod.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Participants include employees of Ritholtz Wealth Management. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. This program is for informational purposes only and is not intended to provide specific advice or recommendations for any individual or on any specific security or product. Any opinions expressed herein do not constitute or imply endorsement, sponsorship, or recommendation by Ritholtz Wealth Management or its employees. Ritholtz Wealth Management and its affiliates may invest in the technology company discussed. The Compound Media, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. #finance #financialplanning #financialeducation #financialadvisor Learn more about your ad choices. Visit megaphone.fm/adchoices
• 
  The Tax-Loss Machine: How Long-Short Took Over Wealth Management 21.05.2026 31мин

  On this episode of Talking Wealth, Michael Batnick is joined by Brent Sullivan to discuss the rise of tax-aware long-short investing and how it’s changing wealth management. They cover direct indexing, 130/30 and 250/150 strategies, why traditional tax-loss harvesting dries up in bull markets, the risks advisors may be overlooking, and why firms like Fidelity Investments and Charles Schwab Corporation are starting to pump the brakes on the category. This episode is sponsored by Calamos. For more information, visit https://www.calamos.com/funds/etf/calamos-autocallable-income-caie. For more from Talking Wealth sign up at: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://talkingwealthpod.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Participants include employees of Ritholtz Wealth Management. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. This program is for informational purposes only and is not intended to provide specific advice or recommendations for any individual or on any specific security or product. Any opinions expressed herein do not constitute or imply endorsement, sponsorship, or recommendation by Ritholtz Wealth Management or its employees. Ritholtz Wealth Management and its affiliates may invest in the technology company discussed. The Compound Media, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. #finance #financialplanning #financialeducation #financialadvisor Learn more about your ad choices. Visit megaphone.fm/adchoices
• 
  Crushing Skulls in the Asset Management Biz with Manish Khatta (Potomac) 14.05.2026 32мин

  On this episode of Talking Wealth, Downtown Josh Brown is joined by Manish Khatta, CEO of Potomac Fund Management, to discuss what it really takes to build a modern asset management firm in today’s advisory landscape. They talk about growing Potomac from a struggling boutique into a $3 billion powerhouse without outside capital or acquisitions, the “content bazooka” strategy that helped the firm break through during the pandemic, and why most boutique managers completely misunderstand branding. They also dive into the future of the 60/40 portfolio, why Manish believes the bond bull market is over, the role trust plays in winning advisor allocations, the return-to-office debate, deleting social media to regain focus, and what the next phase of Potomac looks like. Plus, Josh and Manish discuss tactical investing, building a recognizable brand in finance, surviving industry downturns, and why standing out matters more than ever in wealth management. This episode is sponsored by DBMF, a market leading managed futures ETF. To learn more about the alts solution for the model revolution check out: https://www.dbmf.com/TW For more from Talking Wealth sign up at: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://talkingwealthpod.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠ Participants include employees of Ritholtz Wealth Management. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. This program is for informational purposes only and is not intended to provide specific advice or recommendations for any individual or on any specific security or product. Any opinions expressed herein do not constitute or imply endorsement, sponsorship, or recommendation by Ritholtz Wealth Management or its employees. Ritholtz Wealth Management and its affiliates may invest in the technology company discussed. The Compound Media, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. #finance #financialplanning #financialeducation #financialadvisor DBMF Disclosure: The Fund’s investment objectives, risks, charges, and expenses must be considered carefully before investing. The statutory and summary prospectuses contain this and other important information about the investment company, and it may be obtained by calling 800-960-0188 or visiting www.imgp.com.  The iMGP DBi Managed Futures Strategy ETF is distributed by ALPS Distributors, Inc. Learn more about your ad choices. Visit megaphone.fm/adchoices
• 
  Are Financial Advisors Dead? Michael Kitces Weighs In 07.05.2026 36мин

  On this episode of talking Wealth, Michael Kitces joins Michael Batnick to separate what's real from what's hype in AI's impact on wealth management. Is technical expertise really being commoditized, or is this robo advisor redux? They discuss the future of an industry that is changing faster than it wants to admit, but maybe not in the way everyone assumes. This episode is sponsored by YCharts. To start a free trial and get 20% off your initial YCharts Professional subscription visit: https://go.ycharts.com/talking-wealth (new customers only). For more from Talking Wealth sign up at: ⁠⁠⁠⁠⁠⁠⁠⁠https://talkingwealthpod.com/⁠⁠⁠⁠⁠⁠⁠⁠ Participants include employees of Ritholtz Wealth Management. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. This program is for informational purposes only and is not intended to provide specific advice or recommendations for any individual or on any specific security or product. Any opinions expressed herein do not constitute or imply endorsement, sponsorship, or recommendation by Ritholtz Wealth Management or its employees. Ritholtz Wealth Management and its affiliates may invest in the technology company discussed. The Compound Media, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. #finance #financialplanning #financialeducation #financialadvisor Learn more about your ad choices. Visit megaphone.fm/adchoices
• 
  How to Improve Client Portfolios 30.04.2026 29мин

  On this episode of Talking Wealth, Ben Carlson is joined by Joe Mallen, CEO of Modelist, to discuss how financial advisors can scale their investment process while maintaining control. They cover how Modelist helps advisors build and manage custom portfolios, how it differs from traditional Turnkey Asset Management Platforms (TAMPs), and the role of direct indexing, reporting, and AI in modern portfolio management. Plus, Joe shares insights on advisor education, content creation, and how firms can choose between DIY, TAMPs, or a hybrid approach. For more from Talking Wealth sign up at: ⁠⁠⁠⁠⁠⁠⁠⁠https://talkingwealthpod.com/⁠⁠⁠⁠⁠⁠⁠⁠ Participants include employees of Ritholtz Wealth Management. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. This program is for informational purposes only and is not intended to provide specific advice or recommendations for any individual or on any specific security or product. Any opinions expressed herein do not constitute or imply endorsement, sponsorship, or recommendation by Ritholtz Wealth Management or its employees. Ritholtz Wealth Management and its affiliates may invest in the technology company discussed. The Compound Media, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. #finance #financialplanning #financialeducation #financialadvisor Learn more about your ad choices. Visit megaphone.fm/adchoices
• 
  Recruiting Expert Louis Diamond on Why the Market for Advisor Talent Is on Fire 23.04.2026 31мин

  On this episode of Talking Wealth, Josh Brown is joined by Louis Diamond, CEO of Diamond Consultants, to break down the surge in advisor movement, with over 11,000 advisors switching firms in 2025. They discuss what’s driving the trend, where top teams are landing, and whether a “winning model” even exists anymore. The conversation also covers what 2026 could look like, the impact of the LPL/Commonwealth deal, and how AI is starting to shape recruiting and consolidation across the industry. Plus, Louis shares insights on advisor leverage, how top teams are weighing their options today, and the biggest mistakes to avoid when making a move. This episode is brought to you by YCharts. Learn more at https://go.ycharts.com/talking-wealth, and get 20% off your initial YCharts Professional subscription (new customers only) For more from Talking Wealth sign up at: ⁠⁠⁠⁠⁠⁠⁠⁠https://talkingwealthpod.com/⁠⁠⁠⁠⁠⁠⁠⁠ Participants include employees of Ritholtz Wealth Management. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. This program is for informational purposes only and is not intended to provide specific advice or recommendations for any individual or on any specific security or product. Any opinions expressed herein do not constitute or imply endorsement, sponsorship, or recommendation by Ritholtz Wealth Management or its employees. Ritholtz Wealth Management and its affiliates may invest in the technology company discussed. The Compound Media, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. #finance #financialplanning #financialeducation #financialadvisor Learn more about your ad choices. Visit megaphone.fm/adchoices
• 
  How to Create Tax Alpha 16.04.2026 31мин

  On this episode of Talking Wealth, Ben Carlson is joined by Ehren Stanhope, a key leader behind OSAM’s Canvas platform, to break down how investors can create real tax alpha. They discuss OSAM’s evolution from a quant shop to a full portfolio solution for advisors, the growing appeal of direct and custom indexing, and why the concept “clicks” once you understand it. The conversation covers tax loss harvesting, managing concentrated positions, and solving the challenge of low-basis legacy holdings without triggering massive tax bills. They also touch on more complex strategies and why, despite the technology, the role of the financial advisor is more important than ever. For more from Talking Wealth sign up at: ⁠⁠⁠⁠⁠⁠⁠⁠https://talkingwealthpod.com/⁠⁠⁠⁠⁠⁠⁠⁠ Participants include employees of Ritholtz Wealth Management. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. This program is for informational purposes only and is not intended to provide specific advice or recommendations for any individual or on any specific security or product. Any opinions expressed herein do not constitute or imply endorsement, sponsorship, or recommendation by Ritholtz Wealth Management or its employees. Ritholtz Wealth Management and its affiliates may invest in the technology company discussed. The Compound Media, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. #finance #financialplanning #financialeducation #financialadvisor Learn more about your ad choices. Visit megaphone.fm/adchoices
• 
  Death of the Advisor 09.04.2026 35мин

  On this episode of Talking Wealth, Michael Batnick is joined by John Giovannucci to discuss a shift few in wealth management say out loud: has the advisor’s role drifted away from doing the actual work? For years, strong markets made it easier to look smart and harder to tell skill from environment. Along the way, more of the thinking behind portfolios was outsourced to platforms, products, and managers. They debate whether that’s a feature or a flaw and what clients may be missing when the work itself starts to fade. This episode is sponsored by Wealth.com. Learn more at https://www.wealth.com/tax/  For more from Talking Wealth sign up at: ⁠⁠⁠⁠⁠⁠⁠⁠https://talkingwealthpod.com/⁠⁠⁠⁠⁠⁠⁠⁠ Participants include employees of Ritholtz Wealth Management. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. This program is for informational purposes only and is not intended to provide specific advice or recommendations for any individual or on any specific security or product. Any opinions expressed herein do not constitute or imply endorsement, sponsorship, or recommendation by Ritholtz Wealth Management or its employees. Ritholtz Wealth Management and its affiliates may invest in the technology company discussed. The Compound Media, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. #finance #financialplanning #financialeducation #financialadvisor Learn more about your ad choices. Visit megaphone.fm/adchoices
• 
  The $3.9 Trillion Land Grab 02.04.2026 40мин

  On this episode of Talking Wealth, Michael Batnick is joined by Stephen Caruso, Associate Director of Wealth Management at Cerulli Associates, to unpack the rise of the RIA and the growing pains that come with scaling it. They discuss insights from Cerulli’s The RIA Marketplace: Solving for Scale, including asset growth across channels, whether clients differ between wirehouses and RIAs, and what’s really driving that 10.7% growth figure. Plus:• Why scaling an RIA is harder (and more expensive) than it looks• The key challenges firms face as they grow• The massive $3.9 trillion opportunity ahead This episode is sponsored by Wealth.com. Learn more at https://www.wealth.com/tax/ For more from Talking Wealth sign up at: ⁠⁠⁠⁠⁠⁠⁠⁠https://talkingwealthpod.com/⁠⁠⁠⁠⁠⁠⁠⁠ Participants include employees of Ritholtz Wealth Management. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. This program is for informational purposes only and is not intended to provide specific advice or recommendations for any individual or on any specific security or product. Any opinions expressed herein do not constitute or imply endorsement, sponsorship, or recommendation by Ritholtz Wealth Management or its employees. Ritholtz Wealth Management and its affiliates may invest in the technology company discussed. The Compound Media, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. #finance #financialplanning #financialeducation #financialadvisor Learn more about your ad choices. Visit megaphone.fm/adchoices
• 
  The Missing Layer in Wealth Management 26.03.2026 25мин

  On this episode of Ben with Benefits on Talking Wealth, Ben Carlson sits down with Joe Mrak, CEO of Foundation Source, to discuss the often-overlooked role philanthropy plays in wealth management. Joe shares his background in the nonprofit investment world and explains how Foundation Source provides the technology and infrastructure advisors need to make charitable giving easier, more strategic, and more scalable for their clients. They explore how advisors can simplify the giving process, address both the emotional and tax-planning sides of philanthropy, and overcome the fear that charitable strategies “leak” AUM. The conversation also covers how philanthropy can strengthen estate planning conversations, help advisors build deeper client relationships, and create a bridge to the next generation. Plus, what’s next for Foundation Source and where advisors can learn more. For more from Talking Wealth sign up at: ⁠⁠⁠⁠⁠⁠⁠https://talkingwealthpod.com/⁠⁠⁠⁠⁠⁠⁠ Participants include employees of Ritholtz Wealth Management. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. This program is for informational purposes only and is not intended to provide specific advice or recommendations for any individual or on any specific security or product. Any opinions expressed herein do not constitute or imply endorsement, sponsorship, or recommendation by Ritholtz Wealth Management or its employees. Ritholtz Wealth Management and its affiliates may invest in the technology company discussed. The Compound Media, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. #finance #financialplanning #financialeducation #financialadvisor Learn more about your ad choices. Visit megaphone.fm/adchoices
• 
  The Inside Story of OpenArc’s $129 Billion Breakaway with Dynasty’s Shirl Penney 19.03.2026 26мин

  On this episode of Talking Wealth, On this episode of Talking Wealth, Josh Brown speaks with Dynasty CEO Shirl Penney about OpenArc Corporate Advisory’s $129 billion breakaway from Merrill Lynch.They discuss how a team of that size makes the leap to independence, what they couldn’t build inside a wirehouse, how Dynasty won the mandate, and whether this deal signals the next wave of mega-team breakaways in wealth management. This episode is sponsored by YCharts. Learn more at https://go.ycharts.com/talking-wealth, and get 20% off your initial YCharts Professional subscription (new customers only). For more from Talking Wealth sign up at: ⁠⁠⁠⁠⁠⁠⁠https://talkingwealthpod.com/⁠⁠⁠⁠⁠⁠⁠ Participants include employees of Ritholtz Wealth Management. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. This program is for informational purposes only and is not intended to provide specific advice or recommendations for any individual or on any specific security or product. Any opinions expressed herein do not constitute or imply endorsement, sponsorship, or recommendation by Ritholtz Wealth Management or its employees. Ritholtz Wealth Management and its affiliates may invest in the technology company discussed. The Compound Media, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. #finance #financialplanning #financialeducation #financialadvisor Learn more about your ad choices. Visit megaphone.fm/adchoices