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.

An Evidence-Based Approach to Analyzing Success and Failure

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 Group, which specializes in helping organizations build high-performing teams. Robert has taken the principles of fact- and evidence-based accountability he learned during his time as a fighter pilot, and brought them

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 profitability. They discuss the core of what's holding back all businesspeople: The “Upper Limit Problem,” which is the upper limit each of us believes we

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 of 2020—a year that ended up being a net gain for the financial markets. Apollo highlights the importance of having an advisor who is not

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 his big news, the merger of Independence Advisors with Modera Wealth Management as of the beginning of 2021. Chas shares a number of thoughts and

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.

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.

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