The Upper Limit Problem
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, increase efficiencies, and boost
Sticking to the Plan Through Tough Times with Apollo Lupescu – Ep 20
On Episode 20 of The Wealth Cast, Apollo Lupescu joins Chas to discuss 2020 financial wildness. Apollo stresses that having a financial plan based in solid, rational principles was the key to coming out
Pillars of Building a Resilient Company and Navigating Change – Ep 19
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. Tina talks with Chas about
Tax Law in 2020 and Beyond with Michael McBratnie – Ep 18
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
Perfecting Your Growth Mindset with Scott Addis
Chas is joined by Scott Addis of Beyond Insurance to discuss Scott's Growth Mindset Index, an important tool and key for personal and business growth. They delve deep into the concept, discussing the five
Roth IRA Conversions with Rachel Kieser
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 the tax situation for 2021 and beyond. Chas
The Viability of Sustainable Investing
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