The Wealth Cast: Recent Episodes
Modera Wealth Management, LLC
Financial planning can be complex, and the stakes are high. We created this podcast to share what you need to know to help you work toward the luxury of financial independence. Join your host, Charles Boinske, CFA, Principal, Wealth Manager and Chief Visionary Officer of Modera Wealth Management, LLC and his guests as they share their global financial expertise so you can have more time, confidence and satisfaction to do things you love – like fly fishing!Charles Boinske, CFA, is a nationally recognized resource regarding complex financial issues faced by high-net-worth individuals and institutions. The co-founder of Independence Advisors which merged with Modera Wealth Management in 2020, Charles earned the Chartered Financial Analyst (CFA) designation, which is highly respected by the global financial industry for its rigorous focus on current investment knowledge, analytical skill, and ethical standards. Charles is also a member of the New York Society of Security Analysts and the CFA Society of Philadelphia.Modera is an SEC registered investment adviser which does not imply any level of skill or training. For additional information see our Form ADV available at www.adviserinfo.sec.gov which contains a full description of our business, operations and service offerings including fees. Statements made in the podcast are not to be construed as personalized investment or financial planning advice, may not be suitable for everyone and should not be considered a solicitation to engage in any particular investment or planning strategy. Statements made are subject to change without notice.
On Episode 38 of The Wealth Cast, Charles Boinske talks to executive mentor Charles Scott about constructive conflict and informed risk taking. During Mr. Scott’s time as a director at Intel Capital, he guided Intel’s investment operations, which necessarily led to interpersonal conflict which needed to be resolved, and a systematic approach to managing risk in an effort to optimize the potential rewards. He discusses this, as well as his role as an athletic guide to a friend who was afflicted with blindness in adulthood—and the lessons about leadership this has taught him.
Get the full show notes and more resources at TheWealthCast.com
On episode 37 of The Wealth Cast, Charles Boinske talks to Dan Barnett, the creator of Make or Break Execution, and current CEO and owner of The Primavera Company. Dan's experience in heading companies spans across several of the world's largest corporations, and it has informed his Make or Break strategy. He talks to Chas about the importance of determining what the Make or Break is for your own company, in order to find the most expedient path to success.
Get the full show notes and more resources at TheWealthCast.com
Episode 36 of The Wealth Cast sees National Park historian Neil Mangum join Chas to discuss one of the most infamous military conflicts in American history, the Battle of Little Bighorn. General Custer’s defeat shook the foundations of the country, and for over a century, far less was known by establishment historians than should have been, due to a systematic failure to consult with Native American custodians of knowledge about the battle. Neil highlights this and other insights into the battle, in the context of his own journey as an historian and his work in the National Park System.
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On episode 35 of The Wealth Cast, Chas speaks to Dimensional Fund Advisors co-CEO, Dave Butler. Following a brief career in professional basketball, Dave worked at a Wall Street financial services firm. After a few years, in which he became disillusioned with the then-prevalent industry model, he moved to California and joined Dimensional, which was pioneering a new investment model based on academic research and a scientific approach. His stories and insights into this transformation paint a vivid picture.
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On episode 34 of The Wealth Cast, Chas is joined by Dave Twardowski, Vice President and Head of Investment Strategy at Vise, an intelligent automation platform that delivers personalized investment solutions. Dave discusses how he works at the intersection of tech and finance and shares how direct indexing is transforming the industry.
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On episode 33 of The Wealth Cast, Chas speaks to Sebastian Jersch, CEO and founder of Neo Consult, a financial planning company based in Marburg, Germany. Sebastian discusses the long road still ahead of financial planners in Germany who, tired of the conflict created by “free” financial planning services, have established fee-only advice. He explains how the experience and guidance of planners in the U.S. and U.K. that had already undergone this transformation helped him develop the vision and mindset needed for his business to become a success.
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On episode 32 of The Wealth Cast, Chas is joined by Pat Runyen of Modera Wealth Management for a discussion on the potential changes to tax law that have been introduced by the House Ways and Means Committee. These changes may impact estate planning, capital gains rates, and more.
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Evidence-based investing is a core principle of being a good steward of your wealth. That is why Chas has selected his interview with Robin Powell for this Wealth Cast Rewind, to follow up on his previous episode on the Five Tenets of Evidence-Based Investing.
An educated investor is a great investor. That is why investing should not be dependent on hunches and guesswork. Every deal should be considered and given the proper amount of time to learn about. Speaking about this very important subject, Charles P. Boinske, CFA interviews “The Evidence-Based Investor,” Robin Powell, to talk about evidence-based investing, how he is building the case for it around the world, and why he thinks the industry has a long way to go in this aspect. He also lays down the moments in history that have pushed for evidence-based investing, tapping the capital markets, and preparing for market crashes.
Get the full show notes and more resources at TheWealthCast.com
On episode 30 of The Wealth Cast, Chas discusses the five tenets of evidence-based investing: markets work, diversification is your buddy, discipline is critical to your success, costs matter, and risk and return are related. He explains each, giving examples for how to apply them in your own portfolio management.
Get the full show notes and more resources at TheWealthCast.com
Rosalind Sutch of Drucker & Scaccetti joins Chas for episode 29 of The Wealth Cast, and she shares her insight into potential changes in tax law for 2021, as well as various tax-reducing strategies that will likely apply regardless of those changes. She discusses the utility of Donor-Advised Funds for charitable giving, the importance of coordinating discussions between tax and investment advisors, and much more.
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On episode 28 of The Wealth Cast, Eduardo Repetto of Avantis Investors joins Chas to discuss the Limits of Arbitrage, a concept which explains strange price action in the markets. With “meme stocks” such as GameStop and AMC showing unusual behavior over the past several months, Eduardo discusses how the Limits of Arbitrage impact the market's ability to correct pricing anomalies. Get the full show notes and more resources at https://TheWealthCast.com
On episode 27 of The Wealth Cast, Chas talks to Brian Tierney, CEO of Brian Communications, about the successes and setbacks he's faced in a long entrepreneurial career. He shares his deep marketing insights, what to do just as one's career is starting, stressing the importance of just jumping in feet first, and offers advice for people at any stage in their professional development.
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Apollo Lupescu returns to The Wealth Cast for episode 26, joining Chas Boinske to talk about value and small cap investing and their potential for increased returns in an investment portfolio. After simplifying the concepts for even beginning investors, they review the relevant risks and rewards, stressing the importance of staying the course, and the importance of an advisor to guide any investor through the rough patches.
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Chas hosts John Juracek, former owner of Blue Ribbon Flies in West Yellowstone, Montana, for this special fly fishing episode 25 of The Wealth Cast. They discuss John's journey and how he came to live and work in Yellowstone, the magic of Yellowstone and specifically of Firehole River, the history and traditions associated with fly fishing, and much, much more.
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On Episode 24 of The Wealth Cast, Charles Green, co-author of The Trusted Advisor, joins Chas to discuss how to build trust in your relationships. Charlie has consulted with countless firms to help them build and improve client relationships. His methods, which use a Trust Quotient with several factors, are systematic in nature, and Chas has utilized them throughout his life and career to help foster his relationship building efforts.
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On Episode 23 of The Wealth Cast, Chas hosts former nuclear submarine commander Kevin Cheesebrough, Captain USN (Ret), PCC, who now serves as an executive leadership coach. They discuss how the skills Kevin developed in the Navy transferred into civilian life, from emotional intelligence, to managing data, to how important it is for leaders to trust their instincts, and more.
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On Episode 22 of The Wealth Cast, Chas is joined by Robert “Cujo” Teschner, former US Air Force fighter pilot and current CEO and chief consultant of VMax Consulting, which specializes in helping organizations build high-performing teams. Robert shares his insights about leadership, molding effective, fulfilled team members who “buy in,” and the importance of separating fact finding from the apportionment of responsibility.
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On Episode 21 of The Wealth Cast, Chas talks with Gary Pica, founder of TruMethods, which specializes in concepts and advice for Managed Service Providers in IT to grow their businesses. The core of what's holding back all businesspeople is the “Upper Limit Problem,” what each of us believes we deserve. Gary talks about shattering that upper limit, the importance of being willing to admit you're wrong, and more.
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On Episode 20 of The Wealth Cast, Apollo Lupescu discusses 2020's financial wildness. He stresses that having a financial plan based in solid principles was the key in 2020—a year that ended up being a net gain for the financial markets. Apollo highlights the importance of advisors who do not merely facilitate, but keep a consistent message and theme, even in the face of a crisis like COVID, in order to best benefit their clients.
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On Episode 19 of The Wealth Cast, the tables are turned! Charles is introduced by Tina Dietz, CEO and Founder of Twin Flames Studios, which produces The Wealth Cast. They discuss big news, the merger of Independence Advisors with Modera Wealth Management as of the beginning of 2021, and Chas shares many stories, including his trip to Germany on behalf of Dimensional Fund Advisors where he gave presentations in German... and more.
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The 2020 election has come and gone, which means uncertainty about the changing tax landscape. Michael McBratnie joins Chas to discuss what-if scenarios based on the Georgia runoff elections, as well as potential changes that may be occurring in tax law in 2021 and beyond and some ways to prepare for them.
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Scott Addis of Beyond Insurance joins Chas to discuss his Growth Mindset Index, an important tool and key for personal and business growth. The five elements of a growth mindset are: Passion, emotional intelligence, drive, gratitude, and resilience. Scott also identifies three types of people relative to growth mindset: The quitter, the camper, and the climber, and how important it is to surround yourself with the latter of the three.
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The current tax environment presents a unique opportunity for savvy personal investors to diversify their holdings and minimize their tax liabilities, especially given the uncertainty of future tax law. Chas Boinske and Pat Runyen talk with Rachel Kieser of Drucker & Scaccetti about the possibilities Roth IRA conversions may provide and discuss two example scenarios to help illuminate what might otherwise be a murky investment picture.
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On episode 15 of The Wealth Cast, Charles talks with colleague and partner Pat Runyen about year-end financial planning. They cover pro forma tax returns, the CARES Act, loan refinancing, charitable giving, estate planning, and more. Pat stresses the importance of anticipating both current events and potential future changes in tax law in order to maximize the benefits to you.
Get the full show notes and more resources at TheWealthCast.com
Sustainable investing, once something actively discouraged by many financial advisors, has become a hot topic in the investment world in recent years. Chas talks with Sam Adams, the CEO of Vert Asset Management, about exactly what sustainable investing is, how it has grown in the investment space, and the many opportunities to ethically invest in social good that sustainable investing now provides.
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The pandemic has led many of us discovering and venturing into new hobbies that we otherwise wouldn’t have given a chance. Taking a detour in this episode, Charles P. Boinske talks about his favorite subject, fly fishing, with the owner and operator of Blue Ribbon Flies in West Yellowstone, Montana, Cam Coffin. Here, Cam talks about fishing in Yellowstone country throughout the seasons. He takes us across the trips they are offering while also offering some helpful tips and tricks to prepare us with this activity, no matter the condition. If you’re looking for some fun on the side while in this quarantine, then take a listen to Cam and Charles’ conversation.
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In episode 12 of The Wealth Cast, Chas talks to Dr. Joseph Pica about the importance of having a clear mission in both personal and professional life. At the heart of this is making sure that one's own decisions are in line with the mission, because this is the best way to be successful.
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Changing your residency is not as simple as packing your bags and moving into a new house. There are important tax considerations that you have to think about, especially if you want to avoid a heavy tax burden. Chas talks to Daniel Kelly, the senior associate in Hodgson Russ' Tax Practice, about the implications.
Get the full show notes and more resources at TheWealthCast.com
An educated investor is a great investor. That is why investing should not be dependent on hunches and guesswork. Every deal should be considered and given the proper amount of time to learn about. Speaking about this very important subject, Charles P. Boinske, CFA interviews The Evidence-Based Investor, Robin Powell, to talk about evidence-based investing, how he is building the case for it around the world, and why he thinks the industry has a long way to go in this aspect. What is more, he lays down the moments in history that have pushed for evidence-based investing, tapping as well the capital markets, and preparing for market crashes.
Get the full show notes and more resources at TheWealthCast.com
Non-profit Fred’s Footsteps honors the life and legacy of G. Fred DiBona, Jr., who was known and respected for his generous spirit and dedication to others. His daughter, Christine DiBona Lobley, heads up Fred's Footsteps in raising money to help families with seriously ill, injured or disabled children. In this episode, Christine shares some of the many ways in which the organization has helped hundreds of families.
Get the full show notes and more resources at TheWealthCast.com
In considering financial health, you must also include your mental and emotional well being, ensuring a break from the demands of work and family. In this episode, George Daniel shares the inspiring story of how he turned his childhood passion for fly-fishing into an exciting and rewarding career. George is currently the director/lead instructor for the Pennsylvania State University Fly Fishing Program.
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Millions of people in the world are used to Western privilege with its opportunities, resources, money, and the best medical care. Yet millions more are born into a level of poverty that we cannot begin to comprehend. In this episode, Dr. Anthony Coletta, MD, MBA, shares his powerful story of taking his surgical skills into Haiti since 2007, and how truly transformational this experience has been.
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For many years, German banker, Christoph Kanzler, has been leading the charge in creating a greater distribution of wealth and equal opportunities for the people of Germany. As a strategic visionary, he creates a new understanding around the topics of investing, saving and capital markets. In this episode, Kanzler discusses the hard-won changes in both the mindset of the citizens and the financial services and opportunities in Germany.
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For generations, people were brought up not to talk about money. But if you've accumulated wealth that you want to leave to your family, it's essential to break through those barriers and start communicating. In this episode, Jane Scaccetti, CPA and CEO of Drucker & Scaccetti, shares crucial information about why it is so important to be good stewards of your wealth in order to ensure that the next generation does the same.
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Greg Cleary is a Leadership Team Coach who specializes in helping companies scale up. With a reputation for results, he is one of the most in-demand, highly respected business coaches in the region. In this episode, Greg offers a powerful strategy that shifts stress and helps clients feel more in control, as well as sharing the four essential factors to consider in protecting their businesses as well as your own.
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With COVID-19 wreaking havoc on all aspects of life around the globe, we are facing financial uncertainty of epic proportions. The pressure of a volatile market leaves us wondering what's next. In this episode, Trusts and Estates Attorney, Michael McBratnie, offers insight into how to find and maximize opportunities during a significant economic downturn.
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While COVID-19 wreaks havoc on the economy, investors are particularly anxious and wondering what to do. With the added element of health concerns, this emotionally-charged situation makes financial decisions even trickier. In this inspiring episode, Apollo Lupescu, PhD and Vice President at Dimensional Fund Advisors, looks back on previous historic crises and the hope they offer as we move through uncharted territory.
Get the full show notes and more resources at TheWealthCast.com