Podcast Episodes

Selling a Business & Investing Beyond Wall Street (9/19/2026)

Selling a business can be one of the biggest financial events of an owner's life, but getting a good deal takes more than simply finding a buyer.

Thi…

1 day, 10 hours ago

Rising Treasury Yields, Social Security & Year-End Tax Moves (9/12/2026)

What do rising Treasury yields actually mean for your portfolio, and should market volatility change the way you're investing?

This week, Nic Daniels…

1 week, 1 day ago

Your Retirement Plan Works. But Will It Hold Up?

Your retirement projection is green. The Monte Carlo analysis shows a 95% probability of success. Everything looks good. So what could still go wrong…

2 weeks, 5 days ago

What Does a Great Financial Plan Actually Look Like? with Bob Ruelle (8/29/2026)

What does financial planning actually mean beyond managing an investment portfolio?

Jeremiah Bates and Nic Daniels are joined by Bob Ruelle, Senior V…

3 weeks, 1 day ago

No Obvious Heirs? Your Estate Plan May Look Very Different

Estate planning is often built around a familiar structure: your spouse makes decisions for you, your children eventually inherit your assets, and a …

3 weeks, 5 days ago

Where Investors Go From Here with Eric Sterner - AI, Healthcare, Private Markets & Portfolio Strategy (8/22/2026)

Brian Wiley and Alexandra Lundgren are joined by Eric Sterner, Chief Investment Officer at Apollon Wealth Management, for an extended conversation on…

4 weeks, 1 day ago

Should You Pay the Tax or Take on Debt?

You need cash for a major purchase or investment opportunity. You could sell appreciated investments and potentially trigger capital gains taxes—or b…

1 month ago

Is the American Dream Changing? Homeownership, AI, Crypto & the New Workplace (8/15/2026)

The financial world looks very different than it did just a few years ago. Brian Wiley is joined by Steve Cilley of Ataraxis PEO for a wide-ranging c…

1 month ago

Tax-Smart Retirement: Where to Invest & Which Accounts to Spend First (8/8/2026)

Where you invest your money is only part of the equation. Which accounts hold those investments, how they're taxed, and where you eventually take inc…

1 month, 1 week ago

Is Your Business Ready to Sell? Business Valuations with WR Valuation (8/1/2026)

For many entrepreneurs, their business is their largest financial asset, but very few know what it's actually worth or what it takes to maximize its …

1 month, 2 weeks ago