The Wealth Cast2021-01-27T21:28:15+00:00
The Wealth Cast logo on a background of a man fly fishing in a stream in a mountainous area
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The Wealth Cast

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.

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 that may be occurring in tax law in 2021 and beyond and some ways to prepare for them. Listen here: Today, I'm very pleased

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 elements of a growth mindset: Passion, emotional intelligence, drive, gratitude, and resilience. Scott also identifies three types of people relative to their growth mindset: The

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 Boinske and Pat Runyen talk with Rachel Kieser of Drucker & Scaccetti about the possibilities Roth IRA conversions may provide and discuss two example scenarios

Sidestepping Year-End Financial Pitfalls with Pat Runyen – Ep 15

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.

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 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

Benchmarking and the Importance of Having a Mission with Dr. Joseph Pica

We all need direction in our lives. The alternative is wandering aimlessly without achieving anything. One central concept to helping us find that is by having a mission. 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. Dr. Joseph earned his

Changing Your State And Local Tax Residency with Daniel Kelly

Changing your tax residency is not as simple as packing your bags and moving into a new house. There are important considerations that you have to think about, especially if you want to avoid a heavy tax burden. Helping you navigate the world of relocation and the tax implications thereof, Chas speaks to Daniel Kelly, the senior associate in

Making a Case for Evidence-Based Investing with Robin Powell

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

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 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.

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