Podcast Episodes

Trump Accounts vs 529 vs Custodial Roth: Which Wins for Your Grandkids

Season 3 Episode 34

Last summer Congress created a brand new savings vehicle for minors called the “Trump Account” or 530A account. For families building generational we…

14 hours ago

BONUS Episode - Behind the Firm: Jackie Egidio on Running Sonoma Wealth Advisors

Our Sonoma Wealth Chief Operating Officer Jackie Egidio recently joined the Beyond the Vines podcast with Amy Ahlers, and we're sharing the audio her…

3 weeks, 1 day ago

Inside A Century In The Ag Business With Serres Ranch

Season 3 Episode 33

Wine, blueberries and construction- chances are you’ve experienced Serres Ranch in the last 100 years in Sonoma County.  A Farm Bureau Farm Family Of…

2 months ago

Are Taxes Crushing Your Gains?

Season 3 Episode 32

Most households treat taxes as a seasonal exercise in document collection. Meaningful wealth preservation demands something fundamentally different- …

2 months, 3 weeks ago

What The Marine Corps Taught Me About Finance

Season 3 Episode 31

Physical fitness, crisply-made beds, chopping with high knees and precise execution are foundational principles that could get you through basic trai…

3 months, 2 weeks ago

Saving Torched Data With DriveSavers

Season 3 Episode 30

It’s a Digital Age, no, it’s a Cloud Digital Age, no no, it’s an AI,Cloud, Digital Age where everything is saved forever and lives in your pocket, an…

4 months, 3 weeks ago

10 Ways To Avoid The Inheritor’s Dilemma

Season 3 Episode 29

Kicking off season 3 of It’s All Money with a special double-episode answering what seems like an obvious question- is inheriting money a good thing?…

5 months ago

How The Glen Ellen Star Won 12 Straight Michelin Bib’s

Season 2 Episode 28

Following an unbelievable 12th straight Michelin Bib Gourmand award, host Dano Weir had to track down Chef Ari Weiswasser and Managing Partner Spence…

5 months, 3 weeks ago

What The Gold?!

Season 2 Episode 27

It’s one of the oldest "stocks" ever...GOLD. 
It’s over though, right?  That’s the late-night TV infomercial stuff?  Your grandpa had it in a safe but…

7 months, 1 week ago

Crypto Goes Legit?

Season 2 Episode 26

First came seashells, then gold, then paper, and now, hold your breath, crypto. 
That last one is hard to swallow because of it’s mysterious, scandalo…

8 months, 2 weeks ago