goRIA Podcast

goRIA Podcast
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Podcast by goRIA Podcast

  1. MAR 3

    Episode 53: How to leverage a custodian's resources to goRIA

    Chuck talks with Schwab's Head of Enterprise Solutions Group, Julian Lopez, about their exciting new offering that helps advisors stand up their own RIA.

    27 min

  2. FEB 11

    Episode 52: goRIA with Johnny Hilbrant (aka "The PE Guy")

    In this satirical episode of goRIA, Chuck goes toe-to-toe with the one and only PE Guy — the viral finance parody persona who’s built a cult following roasting private equity bros and bragging about his role, his wifey, and “it’s decent” deal flow. It starts off civil enough — a few laughs about zip codes, Lake Como vacations, and children's naming conventions... but soon The PE Guy launches his most ambitious pitch yet: “Chuck, sell Sovereign Financial to my PE shop.” Spoiler alert: Chuck holds firm. (Because no amount of humblebrags about substantial composite metrics can sway a fiduciary.) Expect: 🔥 Deadpan satire that hits every PE-world trope 🤣 Chuck trying — and failing — to keep a straight face 💼 A mock negotiation that’s more comedy than capital 🎧 And one unforgettable line: “Due to my role…” (you’ll be saying it for days) If you’ve ever wondered what happens when private equity swagger meets fiduciary skepticism, this episode delivers — with plenty of laughs and just the right amount of decent chaos.

    5 min

  3. JAN 22

    Episode 51: Talking college & crypto with Ric Edelman

    Chuck catching up with industry icon, Ric Edelman, to talk about college, crypto, and, of course, an amazing origin story!

    34 min

  4. JAN 7

    Episode 50: RIA "Myth-Busting" with Elite Consulting's Frank LaRosa

    Chuck catches up with industry thought leader Frank LaRosa, Founder & CEO of Elite Consulting Partners. Together, they unpack who should (and who should NOT) goRIA. If you know Frank, you know he never pulls his punches… literally or figuratively. This episode is a MUST LISTEN if you're thinking of going independent.

    34 min

  5. 11/12/2025

    Episode 49: Morningstar initiates coverage of ALTS!

    Chuck catches up with Laura Lutton, Head of Manager Research for Morningstar, to talk about their exciting new offering — coverage of ALTS and Semi-liquid funds.

    30 min

  6. 10/21/2025

    Episode 48: Origin Story: Thomas Peterffy, Founder & CEO of Interactive Brokers

    Chuck talks with industry legend, Thomas Peterffy about his "origin story", his thoughts on building a "customer first" enterprise, and, of course, his thoughts on going RIA. This is a MUST LISTEN episode.

    23 min

  7. 09/22/2025

    Episode 47: Bob Veres' new book: A Behind-the-Scenes History of the Financial Planning Profession

    Chuck talks with industry legend, Bob Veres, about his new book: A Behind-the-Scenes History of the Financial Planning Profession. Tune in to hear some amazing anecdotes that Bob has collected over his 45 year long history in our industry.

    39 min

  8. 09/15/2025

    Episode 46: Joe Duran: What does your "Swan Song" look like as an RIA advisor vs a BD advisor?

    Chuck talks with industry icon, Joe Duran, about succession planning and what advisors need to think about as they plan for "what's next"...

    42 min
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About

Podcast by goRIA Podcast

Information

  • Creator
    goRIA Podcast
  • Years Active
    2023 - 2026
  • Episodes
    45
  • Rating
    Clean
  • Copyright
    © All rights reserved
  • Show Website
    goRIA Podcast

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