Talking Wealth

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Freeing Advisors to Build the Practice of Their Dreams

  1. 1日前

    Private Equity's Liquidity Problem

    Secondaries used to be a niche corner of private markets — a way for institutions to quietly offload old fund positions. Today, they’re becoming a core feature of modern finance. In this conversation, Marc Rubinstein and Michael Batnick dig into the rapid rise of secondaries: why private assets are staying private for longer, how liquidity is being engineered rather than waited for, and what this shift means for valuations, incentives, and risk. We explore who wins, who loses, and whether secondaries are making private markets more efficient — or just more complex. This episode is sponsored by YCharts. Click here https://go.ycharts.com/talking-wealth, to start a free trial and get 20% off your initial YCharts Professional subscription (new customers only). For more from Talking Wealth sign up at: ⁠⁠⁠⁠⁠⁠⁠https://talkingwealthpod.com/⁠⁠⁠⁠⁠⁠⁠ Participants include employees of Ritholtz Wealth Management. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. This program is for informational purposes only and is not intended to provide specific advice or recommendations for any individual or on any specific security or product. Any opinions expressed herein do not constitute or imply endorsement, sponsorship, or recommendation by Ritholtz Wealth Management or its employees. Ritholtz Wealth Management and its affiliates may invest in the technology company discussed. The Compound Media, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. #finance #financialplanning #financialeducation #financialadvisor Learn more about your ad choices. Visit megaphone.fm/adchoices

    32 分鐘

  2. 1月28日

    Is Social Security Going Bankrupt?

    On this episode of Ben With Benefits, Ben Carlson is joined by Mike Piper, creator of the Oblivious Investor blog and author of a number of books including Social Security Made Simple. They discuss Social Security from every angle. Is the trust fund going bankrupt? When should you file for benefits? What are the pros and cons of filing early? What are the most important variables in determining when to claim? They also discuss why Social Security might be the most important retirement plan ever created and much more. This episode is sponsored by Betterment Advisor Solutions. Learn more at http://Betterment.com/advisors For more from Talking Wealth sign up at: ⁠⁠⁠⁠⁠⁠⁠https://talkingwealthpod.com/⁠⁠⁠⁠⁠⁠⁠ Participants include employees of Ritholtz Wealth Management. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. This program is for informational purposes only and is not intended to provide specific advice or recommendations for any individual or on any specific security or product. Any opinions expressed herein do not constitute or imply endorsement, sponsorship, or recommendation by Ritholtz Wealth Management or its employees. Ritholtz Wealth Management and its affiliates may invest in the technology company discussed. The Compound Media, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. #finance #financialplanning #financialeducation #financialadvisor Learn more about your ad choices. Visit megaphone.fm/adchoices

    29 分鐘

  3. 1月21日

    Why Advisors Go Independent

    On this episode of Talking Wealth, Josh Brown sits down with Kevin Thompson, Founder of 9i Capital Group, to unpack the biggest issues facing financial advisors and investors today. They break down Wealthfront’s rocky IPO and cash-heavy business model, and debate private market exposure in 401(k)s as BlackRock pushes forward. Plus, why retirement assets just hit a record $48.1 trillion and why some advisors choose full independence even when high payouts already exist. This episode is sponsored by Betterment Advisor Solutions.  Learn more at http://Betterment.com/advisors  For more from Talking Wealth sign up at: ⁠⁠⁠⁠⁠⁠⁠https://talkingwealthpod.com/⁠⁠⁠⁠⁠⁠⁠ Participants include employees of Ritholtz Wealth Management. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. This program is for informational purposes only and is not intended to provide specific advice or recommendations for any individual or on any specific security or product. Any opinions expressed herein do not constitute or imply endorsement, sponsorship, or recommendation by Ritholtz Wealth Management or its employees. Ritholtz Wealth Management and its affiliates may invest in the technology company discussed. The Compound Media, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. #finance #financialplanning #financialeducation #financialadvisor Learn more about your ad choices. Visit megaphone.fm/adchoices

    33 分鐘

  4. 1月14日

    The Lie on Both Sides of Investment Management

    Investment management has become strangely polarizing in the advisory industry. On one end, many “planning-led” firms treat portfolios as a commodity—something clients can DIY or outsource entirely because “markets are efficient anyway.” On the other, some firms still rely on outdated investment storytelling: credentials, access, and vague promises of outperformance. On this episode of Talking Wealth, Michael Batnick sits down with Zach Conway to argue for a rational middle ground. We talk about why investment management still matters, where advisors actually add value, and why even the best firms struggle to deliver that value at scale. We dig into the real problems—lack of a client-to-portfolio framework, clunky implementation, and manual trading—and how modern platforms are changing the way advisors personalize portfolios, manage taxes, and reclaim time to spend with clients. If you think investment management is either “dead” or all smoke and mirrors, this conversation will change how you see it. This episode is sponsored by Betterment Advisor Solutions. Learn more at ⁠http://Betterment.com/advisors ⁠ For more from Talking Wealth sign up at: ⁠⁠⁠⁠⁠⁠https://talkingwealthpod.com/⁠⁠⁠⁠⁠⁠ Participants include employees of Ritholtz Wealth Management. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. This program is for informational purposes only and is not intended to provide specific advice or recommendations for any individual or on any specific security or product. Any opinions expressed herein do not constitute or imply endorsement, sponsorship, or recommendation by Ritholtz Wealth Management or its employees. Ritholtz Wealth Management and its affiliates may invest in the technology company discussed. The Compound Media, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. #finance #financialplanning #financialeducation #financialadvisor Learn more about your ad choices. Visit megaphone.fm/adchoices

    32 分鐘

  5. 1月7日

    Be the GP: How to Invest in the 2 & 20

    On this episode of Talking Wealth, Michael Batnick sits down with Todd Owens, Managing Partner at Cantilever to break down the rapidly growing world of GP stakes investing. They discuss why asset managers are selling minority interests in their firms, what investors actually get exposure to when they buy GP stakes, and how this strategy differs from traditional private equity. Todd explains the economics of management fees vs. carry, the durability of cash flows, and why GP stakes have become so attractive in an environment where scale, distribution, and permanence matter more than ever. This episode is sponsored by Exhibit A. Explore everything Exhibit A has to offer by visiting: https://exhibitaforadvice.com/ For more from Talking Wealth sign up at: ⁠⁠⁠⁠⁠https://talkingwealthpod.com/⁠⁠⁠⁠⁠ Participants include employees of Ritholtz Wealth Management. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. This program is for informational purposes only and is not intended to provide specific advice or recommendations for any individual or on any specific security or product. Any opinions expressed herein do not constitute or imply endorsement, sponsorship, or recommendation by Ritholtz Wealth Management or its employees. Ritholtz Wealth Management and its affiliates may invest in the technology company discussed. The Compound Media, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. #finance #financialplanning #financialeducation #financialadvisor Learn more about your ad choices. Visit megaphone.fm/adchoices

    32 分鐘
  6. How to Beat the 4% Retirement Spending Rule | Ben with Benefits

    22/12/2025

    How to Beat the 4% Retirement Spending Rule | Ben with Benefits

    On this episode of Ben with Benefits, Ben Carlson is joined by Stefan Sharkansky, author of the new research paper “The Only Other Spending Rule Article You Will Ever Need.” Millions of retirees and advisors are trying to solve the retirement spending puzzle of how to both avoid outliving one’s assets while simultaneously avoiding chronic underspending. We discuss the trade-offs involved in a variable spending plan, how TIPS can help you in retirement planning, crafting the right asset allocation in retirement, how to create a plan that allows you to enjoy your money and much more. Stefan's full research paper here - https://www.tandfonline.com/doi/epdf/10.1080/0015198X.2025.2541567?needAccess=true Plan your retirement with Stefan's website - https://www.thebestthird.com/ This episode is brought to you by VanEck. Learn more about the VanEck Semiconductor ETF: http://vaneck.com/SMHCompound For more from Talking Wealth sign up at: ⁠⁠⁠⁠https://talkingwealthpod.com/⁠⁠⁠⁠ Participants include employees of Ritholtz Wealth Management. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. This program is for informational purposes only and is not intended to provide specific advice or recommendations for any individual or on any specific security or product. Any opinions expressed herein do not constitute or imply endorsement, sponsorship, or recommendation by Ritholtz Wealth Management or its employees. Ritholtz Wealth Management and its affiliates may invest in the technology company discussed. The Compound Media, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Learn more about your ad choices. Visit megaphone.fm/adchoices

    30 分鐘

  7. 19/12/2025

    When Alts Go Bad: The BlueRock Blowup and a Liquidity Wake-Up Call

    On this episode of Talking Wealth, we’re diving into one of the most misunderstood—and increasingly controversial—corners of investing: alternatives. Over the past few years, interval funds and other semi-liquid vehicles have exploded in popularity, promising access to private markets with smoother returns and less volatility. But as recent events around BlueRock have made painfully clear, the structure matters just as much as the strategy. My guest today is Leyla Kunimoto, co-founder of Accredited Investor Insights, and one of the leading experts on private investment funds and fiduciary responsibility. In this conversation, we’re going to break down what actually went wrong, how interval funds really work when markets turn, and—most importantly—what investors and advisors must understand before allocating capital to alternative investments. This episode is sponsored by VanEck.  Learn more about the VanEck Semiconductor ETF: http://vaneck.com/SMHCompound For more from Talking Wealth sign up at: ⁠⁠⁠⁠⁠⁠https://talkingwealthpod.com/⁠⁠⁠⁠⁠⁠ Participants include employees of Ritholtz Wealth Management. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. This program is for informational purposes only and is not intended to provide specific advice or recommendations for any individual or on any specific security or product. Any opinions expressed herein do not constitute or imply endorsement, sponsorship, or recommendation by Ritholtz Wealth Management or its employees. Ritholtz Wealth Management and its affiliates may invest in the technology company discussed. The Compound Media, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. #finance #financialplanning #financialeducation #financialadvisor Learn more about your ad choices. Visit megaphone.fm/adchoices

    30 分鐘

  8. 18/12/2025

    FINNY Reveals New $150 Million Valuation!

    On this episode of Talking Wealth, Josh Brown is joined by Eden Ovadia and Victoria Toli, two of the three founders of FINNY AI. FINNY AI is one of the hottest startups in the wealth management industry fresh off a major new funding round with some of the smartest venture capitalists in the space. Josh is an investor and an advisor to the company. This episode is brought to you by VanEck. Learn more about the VanEck Semiconductor ETF: ⁠http://vaneck.com/SMHCompound For more from Talking Wealth sign up at: ⁠⁠⁠⁠https://talkingwealthpod.com/⁠⁠⁠⁠ Participants include employees of Ritholtz Wealth Management. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. This program is for informational purposes only and is not intended to provide specific advice or recommendations for any individual or on any specific security or product. Any opinions expressed herein do not constitute or imply endorsement, sponsorship, or recommendation by Ritholtz Wealth Management or its employees. Ritholtz Wealth Management and its affiliates may invest in the technology company discussed. The Compound Media, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Learn more about your ad choices. Visit megaphone.fm/adchoices

    25 分鐘
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