Wealth Simplified with Waldron Private Wealth: Recent Episodes
Waldron Private Wealth
Wealth Simplified aims to bring financial literacy and education to anyone who wants to learn. Whether you're a first-generation wealth creator or a steward to multi-generational wealth, we want to make the complex simple and the vision clear.
In this month's episode, Laurie Barkman joins us to explore how business owners can prepare for successful transitions.
Laurie Barkman, The Business Transition Sherpa®, is not a client of Waldron Private Wealth. No cash or non-cash compensation was provided for the testimonials included in this podcast.
In this episode of What The Finance, Ali breaks down everything you need to know about how and when to utilize self-directed IRAs
In this month's episode, we are joined by Euan Guttridge and Liam Krut to discuss venture capital investing.
In this episode of What The Finance, Ali provides a broad market update, covering recent events and their impact on long-term investment strategies.
In this month's episode, Sam is joined by Nic Sasso to discuss advanced estate planning strategies for closely held businesses.
In this episode of What The Finance, Sam explores the relationship between estate tax planning and income tax planning. Sam addresses common questions and concerns, helping individuals understand key strategies and potential pitfalls.
In this month's episode, Ali is joined by Mykolas Rambus to explore the critical issues surrounding personal privacy and security in the digital age. They discuss how individuals and businesses can protect their online presence and navigate emerging threats from AI.
In this episode of What The Finance, Ali unpacks the differences between saving and investing for children through Custodial Accounts (UTMA) versus trusts. Ali addresses common questions and concerns, providing insights to help parents make informed decisions about their children’s financial futures.
In this month's episode, Ali is joined by Casey Robinson to discuss the unique considerations and strategies for successful succession planning for franchise owners.
In this episode of What The Finance, Samantha unpacks President Biden's proposed changes to capital gains tax rates, shedding light on their potential implications and offering insights for investors facing a shifting financial landscape.
On this month's show, Ali is joined by Mike Krol to delve into how the financial services industry has evolved over the years, and explore its implications for individuals seeking financial advisors in today's market.
On this episode of What the Finance, Ali shares some personal stories about how accident insurance can play an important role in a family's financial plan.
In this month's episode, Ali and guest host Lynne Schultz are joined by Sheila Hyland to explore the specific hurdles women encounter in traditionally male industries, and the essential skills for successful career transitions.
In this episode of What the Finance, Sam tackles important financial topics that relate specifically to women.
On this month's show, Ali and Sam are joined by Ana Lisa Petrella to discuss key considerations when preparing for divorce proceedings and how to help build a strong financial foundation post-divorce.
In this episode of What the Finance, Ali breaks down some key considerations when looking at the new 529 to Roth IRA conversion strategy.
On this month's show, Ali is joined by Ben Greenfeld and Pat Ellsworth to discuss what happened in markets over the previous year, and what areas to keep an eye on for 2024.
In this episode of What the Finance, Sam gives listeners 6 ideas they can use to start the new year off on a good foot.
On this month's show, Sam and Ali are joined by Nick Holland to discuss how business owners can minimize their tax liability through Qualified Small Business Stock exemption.
In this episode of What the Finance, Ali breaks down how investors can use passive gains and losses to positively impact their tax situation.
On this month's show, Sam and Ali are joined by Dan Zugell to delve into the world of ESOPs. Listen in as they discuss everything from the basics of what an ESOP is, to how it can be used as a tool for business succession planning.
In this episode of What the Finance, Sam gives listeners insights on optimizing their Social Security strategy, helping them make informed choices regarding when and how to claim their benefits.
On this month's show, Sam and Ali are joined by Lucas Rihely to discuss the structure and associated tax implications of various types of business sales.
In this episode of What the Finance, Ali and Pat examine the market environment throughout 2023, while also providing their perspectives on the outlook for 2024.
On this month's show, Sam and Ali are joined by Andrew Reichert and Dan Croce to delve into the latest developments in the ever-changing real estate market, providing their perspective on the current landscape of real estate trends.
In this episode of What the Finance, Sam delves into the art of strategic charitable gifting, offering listeners insights into maximizing the impact of their donations while navigating the ever-evolving world of philanthropic giving.
On this month's show, Sam and Ali welcome Bill Lucas and Toni Schlieper to the podcast to discuss Junior Achievement's goal of enhancing financial literacy among the next generation, as well as steps we can all take to help empower young individuals with the essential knowledge for making informed financial decisions throughout their lives.
In this episode of What the Finance, Ali simplifies Health Savings Accounts (HSA's), and how they could be a valuable addition to your financial picture.
Sam is joined by Waldron's own Ben Greenfeld and Pat Ellsworth to discuss recent headlines surrounding the U.S. debt downgrade.
On this month's show, Sam and Ali invite Evan Hirsh to explore the differences between qualified and nonqualified retirement plans. Together, they explore the complexities that surround new legislation affecting these plans to help provide a comprehensive understanding of the changing landscape.
In this episode of What the Finance, Sam delves into Individual Retirement Accounts (IRAs). Discover the different IRA types, contribution strategies, and withdrawal considerations. Join us as we explore essential insights to help you make a more informed decision for your retirement planning.
Links:
https://www.irs.gov/retirement-plans/roth-iras
https://www.irs.gov/retirement-plans/ira-deduction-limits
On this month's show, Sam and Ali welcome Nate Ecoff to the podcast to discuss the evolving nature of the market, sharing insights and potential strategies to help navigate mid-year challenges and opportunities for the remainder of the year.
In this episode of What the Finance, Ali delves into mid-year market trends, sharing valuable insights to empower your financial decision-making.
On this month's show, Sam and Ali welcome Jennifer Derby to the podcast to discuss the intricacies of Long-Term Care Planning and Elder Law, uncovering essential insights and strategies to navigate the complexities of aging, preserve your legacy, and secure peace of mind for the future.
In this episode of What The Finance, our own Sam Spitzer, CFP® discusses the advantages and disadvantage of Section 529 Plans, and the role they can play in a family's financial plan.
On this month's show, Sam and Ali discuss the key elements of portfolio construction when facing market volatility and economic uncertainty.
Callan Periodic Table:
https://www.callan.com/research/2022-classic-periodic-table/#
In our first episode of What The Finance, our new short-form monthly podcast, our own Ali Swart, CFP® discusses whether I Bonds may be an attractive investment in the current market environment.
On this month's show, Sam and Ali welcome Ashley Wagner to the podcast to discuss what business owners can do today to helpmaximize value when preparing to sell their business, and what life may look like post sale.
On this month's show, Sam and Ali welcome Warren McGuire to the podcast to discuss the unique ways life insurance can be used to create liquidity to fund lifestyle, legacy, and charitable needs.
Blog Post:
https://www.waldronprivatewealth.com/considerations-for-a-life-insurance-needs-analysis/
On this month's show, Sam and Ali welcome Waldron CIO Ben Greenfeld to the podcast to recap 2022, as well as share his thoughts on what the market holds for the upcoming year.
On this month's show, Sam and Ali welcome Jim Scalo to the podcast to discuss his entrepreneurial journey, and advice on how to successfully navigate long term business cycles.
On this month's show, Sam and Ali welcome Chris Horan to the podcast to discuss some of the most important items to consider before and during your marriage.
On this month's show, Sam and Ali welcome Joe Palmieri to the podcast to discuss client services that go beyond traditional wealth management.
On this month's show, Sam and Ali invite guest Craig Slaubaugh on the podcast to discuss tax sensitive investment strategies and other techniques to optimize a portfolio.
In this month's show, Sam and Ali take us through some of the building blocks of how to build and preserve wealth.
On this month's show Sam and Ali give an introduction to who they are, who Waldron is, and what you can look forward to with the Wealth Simplified Podcast.