Podcast Episodes
Back to SearchWealthyist E14 | Selling My Business - Where Do I Get Started?
Episode 14
The podcast "Wealthyist," hosted by Brandon Lehman, Director of Annex Private Client, addresses the common question posed at mergers and acquisitions…
1 year, 1 month ago
Wealthyist E13 | Why You Should Grow Your Wealth As You Grow Your Business
Episode 13
In this episode of "Wealthyist", hosted by Brandon Lehman, Director of Annex Private Client at Annex Wealth Management, the focus is on the importanc…
1 year, 2 months ago
Wealthyist E12 | Private Equity - What Do We Need To Know?
Episode 12
In this episode of "Wealthyist," Liam McKinney, Wealth Strategist at Annex Wealth Management, featuring Brian Jacobson, the Chief Economist at Annex…
1 year, 2 months ago
Wealthyist E11 | Luxury Travel: An Interview With Rose Gray
Episode 11
In the podcast "Wealthyist," hosted by Brian Lamborn, guest Rose Gray from Fox World Travel discusses the evolving travel preferences of the wealthy.…
1 year, 2 months ago
Wealthyist E10 | Private Credit - Why Is It Trending For The Wealthy?
Episode 10
The podcast features Liam McKinney, a strategist, and Brian Jacobson, Chief Economist, discussing the growing trend of private credit among wealthy i…
1 year, 3 months ago
Wealthyist E9 | Getting Emotional With Your Advisor
Episode 9
Introduction:
The episode begins with the notion that many people believe the wealthier you are, the more likely you have your life organized, a perce…1 year, 3 months ago
Wealthyist E8 | Succession Horror Stories
Episode 8
Nightmare Scenarios in Business and Wealth Management:Losing Control of Assets: Lehman compares the panic of losing a weapon in the military to the f…
1 year, 3 months ago
Wealthyist E7 | Big Questions To Ask When Selling Your Business
Episode 7
In this episode of "The Wealthiest" podcast, Brandon Lehman and guest Brian Lamborne, a tax law expert, discuss the intricacies of business successio…
1 year, 4 months ago
Wealthyist E6 | Check Your Year-End List Twice
Episode 6
This episode of "The Wealthiest" podcast, hosted by Brandon Lehman from Annex Wealth Management, continues the discussion on year-end financial plann…
1 year, 4 months ago
Wealthyist E5 | Make A Year-End List....Optimizing The Year-end
Episode 5
This episode of Wealthyist focuses on end-of-year financial planning for wealthy individuals. Here's a summary:
Key Points Discussed:
Year-End Reflecti…1 year, 4 months ago