Podcast Episodes
Back to SearchWealthyist E24 | Wealthy In Wisconsin: An Interview With MMAC President Dale Kooyenga
Episode 24
In this episode of "Wealthyist" podcast, host Brandon Lehman interviews Dale Kooyenga, president of the Metro Milwaukee Association of Commerce, abou…
11 months ago
Wealthyist E23 | You Think You Know About LLCs, But...
Episode 23
In this episode of the Wealthyist podcast, hosts Brian Lambourne and Alec Durand discuss the common misconception that forming an LLC is primarily fo…
11 months ago
Wealthyist E22 | An Interview With Alan Kline - Luxury Pet Care
Episode 22
In this episode of the Wealthyist podcast, hosted by Brandon Lehman, Director of Private Client, the focus is on the booming global pet care market, …
11 months, 2 weeks ago
Wealthyist E21 | Golf Trends - An Interview With Rob Jansen
Episode 21
The podcast "Wealthyist," hosted by Carl Holzem, a client service manager and golf enthusiast, explores the lifestyles and strategies of wealthy indi…
11 months, 4 weeks ago
Wealthyist E20 | Spring Cleaning Your Corporate Records
Episode 20
This episode of Wealthiest, hosted by Alec Durand and Brian Lamborn, attorneys at Annex Wealth Management, focuses on the importance of "spring clean…
1 year ago
Wealthyist E19 | Luxury Watches: An Interview with Charlie Dixon, President of Schwanke-Kasten Jewelers (PT 2)
Episode 19
In this episode of Wealthyist, host Brandon Lehman, director of Annex Private Client, interviews Charlie Dixon, president of Schwanke-Kasten Jewelers…
1 year ago
Wealthyist E18 | Estate Jewelry: An Interview With Charlie Dixon, President Schwanke-Kasten Jewelers (PT 1)
Episode 18
In this episode of Wealthyist podcast, host Brandon Lehman, director of Annex Private Client, discusses estate planning with a focus on inherited gol…
1 year ago
Wealthyist E17 | Donor Advised Funds & Estate Planning: An Interview With Ryan Klund (Pt 2)
Episode 17
In this episode of "Wealthyist," host Brian Lamborn, Senior Wealth Strategist at Annex Wealth Management, continues his discussion with Ryan Klund fr…
1 year ago
Wealthyist E16 | Donor Advised Funds: An Interview With Ryan Klund (PT 1)
Episode 16
In this episode of "Wealthyist," host Brian Lamborne interviews Ryan Klund from the National Christian Foundation (NCF). The two met at an Exit Plann…
1 year, 1 month ago
Wealthyist E15 | A Question I Keep Hearing - Montana Car Tags - Spring Cleaning
Episode 15
This episode of Wealthyist, hosted by Brandon Lehman of Annex Wealth Management,is based on his recent observations from eight weeks of work-related…
1 year, 1 month ago