Managing Risk and Conflict
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
Make or Break: One Key Focus
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
History Edition: Little Bighorn with Neil Mangum
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
Markets Work: Improving the Client Experience
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
Direct Indexing: A Paradigm Shift in Investment Management
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
Transforming the Wealth Management Business
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
Analysis of Proposed Tax Law Changes for 2022
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
Wealth Cast Rewind: Making a Case for Evidence-Based Investing with Robin Powell
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
The Five Tenets of Evidence-Based Investing
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
Taxation: What’s Next?
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