dsmWealth Podcast

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The dsmWealth Podcast is the place to help you explore and redefine your relationship with wealth. Hosted by former BPC CEO Suzanna de Baca, she leverages her 20-year career guiding leading financial and investment firms from Wall Street to Main Street to lead conversations to help high-net-worth individuals, rising executives and purpose-driven leaders build a life where prosperity and purpose go hand in hand. Each episode delivers story-driven conversations with financial leaders, entrepreneurs and philanthropists who share practical insights for growing wealth, finding meaning and creating a lasting legacy. Tune in to discover how to make your money matter.

Épisodes

  1. dsm Wealth: Episode Two - Exploring Healthy Conversations for Today's Families with Kimberly Stamatelos, Ashlee Vieregger, and Abby Croll

    13 JANV.

    dsm Wealth: Episode Two - Exploring Healthy Conversations for Today's Families with Kimberly Stamatelos, Ashlee Vieregger, and Abby Croll

    On this month’s episode of the DSM Wealth Podcast, we explore one of the most important and often delicate elements of personal finance and wealth — how families communicate about money. “Money Talks: Healthy Conversations for Today’s Families,” highlights how open, intentional conversations can align values, reduce conflict, and strengthen both relationships and long-term financial health. Joining the discussion are experts Kimberly Stamatelos, attorney, mediator and author with more than four decades of experience guiding families through complex transitions; Ashlee Vieregger, Senior Lead Advisor at Foster Group who works with ultra-high net worth families across generations; and Abby Croll, tax partner at Eide Bailly specializing in tax and estate planning for high net worth individuals and families. Join us for strategies on communicating more effectively about financial matters.

    34 min
  2. dsmWealth: Episode One - Exploring Intentional Retirement with Deniz Franke and Jann Freed

    13 JANV.

    dsmWealth: Episode One - Exploring Intentional Retirement with Deniz Franke and Jann Freed

    In this inaugural episode of the DSM Wealth Podcast, host Suzanna de Baca, a leadership and financial expert, invites listeners to rethink what retirement can be to unlock a more intentional and meaningful next chapter in life. She speaks with nationally recognized private wealth adviser Deniz Franke and author and transition coach Jann Freed, Ph.D., about viewing retirement not as an ending, but as a purposeful new beginning grounded in both financial preparedness and personal fulfillment. Listeners will hear provocative insights on why retirement is far more than money, revealing how purpose, joy, communication, and thoughtful planning can create a richer and more satisfying future.

    41 min
  3. dsmWealth: Episode Zero with Revol One Financial’s CEO, Mark Zesbaugh

    04/12/2025

    dsmWealth: Episode Zero with Revol One Financial’s CEO, Mark Zesbaugh

    Welcome to the introductory episode of the new dsm Wealth Podcast, where host Suzanna de Baca, an accomplished executive, author, and advocate for helping individuals build wealth with purpose, shares the vision behind this platform for redefining prosperity and retirement. She sits down with presenting sponsor Revol One Financial’s® CEO, Mark Zesbaugh, whose innovative leadership inspired the launch of a company focused on agility, speed, and a more human-centered approach to retirement solutions. Together, they explore Revol One’s mission to revolutionize how people feel, think, and experience retirement. Suzanna also offers a glimpse of what’s ahead: story-driven conversations with leaders and experts designed to help listeners build meaningful wealth and create a lasting legacy.

    17 min
  • 3 épisodes

À propos

The dsmWealth Podcast is the place to help you explore and redefine your relationship with wealth. Hosted by former BPC CEO Suzanna de Baca, she leverages her 20-year career guiding leading financial and investment firms from Wall Street to Main Street to lead conversations to help high-net-worth individuals, rising executives and purpose-driven leaders build a life where prosperity and purpose go hand in hand. Each episode delivers story-driven conversations with financial leaders, entrepreneurs and philanthropists who share practical insights for growing wealth, finding meaning and creating a lasting legacy. Tune in to discover how to make your money matter.

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