Podcast Episodes
Back to SearchWealthyist E43 | Equity Compensation - What It Is, Tax Pitfalls, and Planning Tips
Episode 44
In this episode of Wealthyist, host Dr. Brian Jacobsen speaks with Tom Berkholtz, Financial Planning Manager about Equity Compensation – what it is, …
5 months, 2 weeks ago
Wealthyist E42 | Staying Grounded - An Interview With Former NBA Star Steve Novak
Episode 43
Core Theme: How a middle-class Wisconsin upbringing, strong family values, and an athlete’s mindset of consistent small improvements shaped Steve Nov…
5 months, 3 weeks ago
Wealthyist E41 | Strategies for Business Owners Eyeing an Exit
Episode 42
In this episode of Wealthyist, host Brian Lamborne (Senior Wealth Strategist at Wealth Management) welcomes Nick Kozik, Director and Shareholder at T…
6 months ago
Wealthyist E40 | Women's Health Trends & Hormone Therapy - An Interview With Dr. Tes Jordens
Episode 41
In this empowering episode of Wealthyist—the podcast exploring the lifestyles, choices, and strategies of the affluent—host Deanne Phillips (a CFP an…
6 months, 1 week ago
Wealthyist E39 | Where To Start With Estate Planning
Episode 40
Estate planning is uncomfortable (addresses incapacity and death) but essential; integrate it naturally into life/financial discussions for comprehen…
6 months, 2 weeks ago
Wealthyist E38 | Private Markets & Diversified Portfolios
Episode 39
In this episode of the "Wealthyist" podcast, hosted by Anthony Mlachnik, senior wealth manager for Annex Private Client, the focus is on private inve…
6 months, 3 weeks ago
Wealthyist E37 | Forbes Study: A Pivot In Investment Goals For The Wealthy
Episode 38
The podcast "Wealthyist," hosted by Austin Grandinetti with guest Dr. Brian Jacobson from Annex Wealth Management, discusses a Forbes article highlig…
6 months, 4 weeks ago
Wealthyist E36 | Impacts of the OBBBA on Business Planning Considerations
Episode 37
Recently Dr. Brian Jacobsen and Brian Lamborne discussed implications of the OBBBA on Business Owners. In this episode of Wealthyist, hosted by Brian…
7 months ago
ICYMI | Wealthy In Wisconsin: MMAC President Dale Kooyenga
Episode 36
In this republished episode of "Wealthyist" podcast Episode 24, host Brandon Lehman interviews Dale Kooyenga, president of the Metro Milwaukee Associ…
7 months, 2 weeks ago
Wealthyist E35 | Understanding How OBBBA Affects QBI & QSBS (PT 2)
Episode 35
In this week's episode of the "Wealthyist" podcast, hosted by Dr. Brian Jacobsen, Chief Economist at Annex Wealth Management, with guest Brian Lambor…
7 months, 3 weeks ago