Significance of Wealth

Tom Ruggie

Welcome to the Significance of Wealth podcast, where we explore the evolving landscape of wealth management, private investments, and collecting as both a passion and potential investment strategy. In each episode, host Tom Ruggie, founder and CEO of Destiny Family Office, discusses these topics with industry experts, providing insights into the unique challenges and opportunities associated with managing significant assets.

  1. OCT 15

    The Psychology of Peak Performance with Dr. Jenny Susser

    In this episode of Significance of Wealth, host Tom Ruggie, ChFC®, CFP®, sits down with Dr. Jenny Susser — a performance psychologist, executive coach, and former U.S. Olympic Team sport psychologist — to explore what truly drives high achievers across both athletics and entrepreneurship. Drawing from her experience coaching Olympic athletes and Fortune 500 leaders, Dr. Susser unpacks the science of sustained performance: why preparation is non-negotiable, how recovery fuels excellence, and what it takes to balance relentless drive with long-term wellbeing. Together, Tom and Dr. Susser discuss: Parallels between elite athletes and entrepreneurs in mindset, discipline, and driveHow to prepare with purpose and recover with intentionWhy energy management is the new productivity“Empty Tank Syndrome” and the cost of running on depleted reservesHow to define enough and why emotional, mental, and physical wellbeing form the foundation of lasting successDr. Susser’s approach bridges clinical psychology, neuroscience, and real-world performance strategy offering powerful, practical insights for business leaders seeking to lead with clarity, energy, and emotional intelligence. Listen now to learn how elite performers manage their energy, optimize recovery, and sustain their edge in high-pressure environments. Subscribe to Significance of Wealth for conversations that challenge how we define success — exploring wealth management, private markets, alternative investments, and the passions that shape purpose, legacy, and impact. Helpful Resources: Dr. Jenny Susser's WebsiteDestiny Family Office's WebsiteSignificance of Wealth YouTube ChannelRedefining Alternative Investing: How Thomas Ruggie is Shaping the Future of Wealth ManagementInvesting in AI: Public vs private investments - InvestmentNews Article by Tom Ruggie The expressed views, thoughts, and opinions belong solely to the host and/or guests and are not investment recommendations or opinions issued by Destiny Wealth Partners or its affiliates. Investment advisory services are offered through Destiny Wealth Partners, LLC, an SEC Registered Investment Advisor. Destiny Wealth Partners also conducts business under the name Destiny Family Office. Destiny Family Office podcasts are the sole property of Destiny Family Office, and information provided is for informational and educational purposes only. Destiny Family Office and its affiliates are not responsible for any human or mechanical errors or omissions. Parties may not reproduce these podcasts in any form without the express written consent of Destiny Family Office. Learn more at www.destinyfamilyoffice.com/disclosures.

    46 min
  2. SEP 24

    The AI Factor: How Leaders Can Harness Artificial Intelligence for Lasting Value

    In this episode of Significance of Wealth, Tom Ruggie welcomes Asha Saxena, Founder and CEO of Women Leaders in Data and AI (WLDA), professor at Columbia University, and bestselling author of The AI Factor, for a wide-ranging conversation on how artificial intelligence is transforming leadership, business strategy, and wealth management. Together they explore the rapid adoption of AI, its parallels to past technological revolutions, and the opportunities it presents for hyper-personalization, operational efficiency, and risk intelligence. Asha shares her frameworks for integrating AI responsibly, the importance of continuous learning, and why leaders must balance innovation with clarity of purpose to create lasting value. From reimagining client engagement to navigating ethical considerations, this episode offers a thought-provoking look at how AI is reshaping both business and wealth for the future. Helpful Resources: The AI Factor by Asha Saxena The AI Factor Workbook by Asha Saxena Preorder Asha's New Book: The Digital Human Advantage: Driving Business Growth Through Intelligent Digital Agents The Role of Direct Investment Opportunities in the AI Revolution by Thomas Ruggie Investing in AI: Public versus private investments by Thomas Ruggie Destiny Family Office The expressed views, thoughts, and opinions belong solely to the host and/or guests and are not investment recommendations or opinions issued by Destiny Wealth Partners or its affiliates. Investment advisory services are offered through Destiny Wealth Partners, LLC, an SEC Registered Investment Advisor. Destiny Wealth Partners also conducts business under the name Destiny Family Office. Destiny Family Office podcasts are the sole property of Destiny Family Office, and information provided is for informational and educational purposes only. Destiny Family Office and its affiliates are not responsible for any human or mechanical errors or omissions. Parties may not reproduce these podcasts in any form without the express written consent of Destiny Family Office. Learn more at www.destinyfamilyoffice.com/disclosures.

    39 min
  3. AUG 20

    AI, Alternatives, and the Shifting Wealth Landscape with InvestmentNews’ James Burton

    In this episode of Significance of Wealth, Tom Ruggie welcomes James Burton, Vice President of Editorial at Key Media and Global Managing Editor of InvestmentNews, for a wide-ranging conversation on the forces transforming wealth management today. Together they explore how artificial intelligence is reshaping both journalism and finance, why the traditional 60/40 portfolio is giving way to new approaches, and how the rise of alternative and private market investments is redefining opportunity and risk. The discussion also takes listeners behind the scenes of the InvestmentNews Awards—now one of the industry’s most anticipated events—where Tom was recognized as “Advisor of the Year – Alternative Investments.” From consolidation in the advisory space to the role of human insight in an AI-driven future, this episode offers a thought-provoking look at how wealth and the narratives that shape it are evolving. Helpful Resources:  Read about Tom’s recognition as Advisor of the Year – Alternative Investments Learn more about InvestmentNews  InvestmentNews articles written by James Burton Learn more about Key Media The expressed views, thoughts, and opinions belong solely to the host and/or guests and are not investment recommendations or opinions issued by Destiny Wealth Partners or its affiliates. Investment advisory services are offered through Destiny Wealth Partners, LLC, an SEC Registered Investment Advisor. Destiny Wealth Partners also conducts business under the name Destiny Family Office. Destiny Family Office podcasts are the sole property of Destiny Family Office, and information provided is for informational and educational purposes only. Destiny Family Office and its affiliates are not responsible for any human or mechanical errors or omissions. Parties may not reproduce these podcasts in any form without the express written consent of Destiny Family Office. Learn more at www.destinyfamilyoffice.com/disclosures.

    29 min
  4. JUL 18

    Building the Grail Portfolio Through Private Markets

    Join Tom Ruggie, ChFC®, CFP®, as he welcomes Jesse Craig, co-founder of Acquir.co and a leading authority on high-end sports card investing, for an illuminating conversation that reveals the inner workings of one of today's most dynamic alternative asset markets. With over 15 years of industry experience — including his pivotal role scaling PWCC from 14 to 180 employees before its acquisition by Fanatics — Jesse provides exclusive insights into the sophisticated world of ultra-rare trading cards, private market transactions, and collectibles as investment vehicles. Tom and Jesse dive deep into how discerning collectors and institutional investors are capitalizing on the evolving sports card landscape, exploring why premium assets from iconic athletes continue to deliver strong returns even as speculative markets face corrections. In this episode, you'll discover: Private vs. public markets: When to pursue private sales versus auction houses for maximum valueThe GOAT premium: Why cards from legendary athletes like Jordan, Messi, and Brady maintain exceptional demandStrategic portfolio building: How collectors leverage existing assets to acquire grail pieces through sophisticated funding mechanismsConcierge market services: The role of lending, anonymous bidding, and white-glove consulting in high-end transactionsSupply dynamics decoded: Understanding the critical difference between perceived scarcity and actual availability — and how it drives pricing powerAuthentication evolution: Current grading standards, market implications, and how AI technology may reshape quality assessmentCostly seller mistakes: Why bypassing expert consultation often leads to suboptimal outcomes and missed opportunitiesWhether you're an established collector, a wealth manager exploring alternative investments for clients, or an investor curious about passion assets that deliver both enjoyment and returns, this episode provides essential intelligence for navigating a market where rarity intersects with performance. The expressed views, thoughts, and opinions belong solely to the host and/or guests and are not investment recommendations or opinions issued by Destiny Wealth Partners or its affiliates. Investment advisory services are offered through Destiny Wealth Partners, LLC, an SEC Registered Investment Advisor. Destiny Wealth Partners also conducts business under the name Destiny Family Office. Destiny Family Office podcasts are the sole property of Destiny Family Office, and information provided is for informational and educational purposes only. Destiny Family Office and its affiliates are not responsible for any human or mechanical errors or omissions. Parties may not reproduce these podcasts in any form without the express written consent of Destiny Family Office. Learn more at www.destinyfamilyoffice.com/disclosures.

    40 min
  5. JUN 18

    What Actually Moves the Needle in Tax Planning for Significant Wealth

    What truly moves the needle in tax planning when wealth reaches a certain scale? In this episode of Significance of Wealth, host Tom Ruggie, Founder and CEO of Destiny Family Office, sits down with Jason Pueschel, Founder and Managing Director of Alternative Tax Management, to explore advanced tax strategies designed specifically for high earners and families navigating significant liquidity events. Drawing on 30+ years of institutional experience, Jason breaks down his Three Pillars of Tax Strategy—capital transition planning, income tax mitigation, and tax credits—and how each can be leveraged to reduce tax exposure across real estate, private businesses, oil & gas, solar development, and more. Whether you’re preparing for a business exit, structuring a major investment, or looking to make your Roth IRA work harder, this conversation sheds light on what sophisticated tax planning really looks like. Subscribe for More Insights If you found this episode valuable, make sure to subscribe to Significance of Wealth on Apple Podcasts, Spotify, YouTube, or wherever you listen—so you never miss conversations that help you grow, protect, and purposefully use your wealth. For more on Destiny Family Office, visit destinyfamilyoffice.com. The expressed views, thoughts, and opinions belong solely to the host and/or guests and are not investment recommendations or opinions issued by Destiny Wealth Partners or its affiliates. Investment advisory services are offered through Destiny Wealth Partners, LLC, an SEC Registered Investment Advisor. Destiny Wealth Partners also conducts business under the name Destiny Family Office. Destiny Family Office podcasts are the sole property of Destiny Family Office, and information provided is for informational and educational purposes only. Destiny Family Office and its affiliates are not responsible for any human or mechanical errors or omissions. Parties may not reproduce these podcasts in any form without the express written consent of Destiny Family Office. Learn more at www.destinyfamilyoffice.com/disclosures.

    31 min
  6. MAY 21

    The Ten Domains of Family Wealth with Brian Hughes

    What does it take to serve families with complex wealth—and more importantly, to serve them well? In this episode of the Significance of Wealth podcast, host Tom Ruggie welcomes Brian Hughes, President of Eton Advisors and a thought leader in the family office space. Together, they explore "The Ten Domains of Family Wealth,” a comprehensive framework developed by the Ultra High Net Worth Institute to help advisors go beyond financial capital and embrace a more holistic definition of family wealth. From governance and succession to health, philanthropy, and family dynamics, Brian unpacks how family offices and integrated wealth advisors can better align strategies with purpose. This conversation is essential listening for those navigating the evolving expectations of today’s wealth stewards—and the rising generation poised to inherit both assets and responsibility. Helpful Resources Ultra High Net Worth InstituteEton AdvisorsDestiny Family OfficeDestiny's YouTube Channel The expressed views, thoughts, and opinions belong solely to the host and/or guests and are not investment recommendations or opinions issued by Destiny Wealth Partners or its affiliates. Investment advisory services are offered through Destiny Wealth Partners, LLC, an SEC Registered Investment Advisor. Destiny Wealth Partners also conducts business under the name Destiny Family Office. Destiny Family Office podcasts are the sole property of Destiny Family Office, and information provided is for informational and educational purposes only. Destiny Family Office and its affiliates are not responsible for any human or mechanical errors or omissions. Parties may not reproduce these podcasts in any form without the express written consent of Destiny Family Office. Learn more at www.destinyfamilyoffice.com/disclosures.

    48 min
  7. APR 16

    Legacy Through Passion Assets with Colleen Boyle, CAP®

    What if your collection could do more than bring you joy—what if it could also serve your legacy, your liquidity needs, or a cause you care deeply about? In this episode, host Tom Ruggie sits down with Colleen Boyle, CAP®, Managing Director and Head of Business Development & Philanthropic Strategy at The Fine Art Group, to explore the role of passion assets—like fine art, jewelry, and sports memorabilia—in strategic wealth planning. With over two decades of experience advising global corporations, major museums, and private collectors, Colleen shares practical insights on: Why understanding which valuation you need is critical (and how often to reassess)The rise of charitable giving using tangible assets—and a touching story of a guitar collector's legacyHow to unlock liquidity through lending without divestingThe importance of documenting provenance and involving advisors early to avoid costly misstepsWhether you’re a collector yourself or an advisor helping clients navigate this complex and unregulated space, this conversation offers a valuable lens into turning passion into purpose. 🎧 Subscribe to Significance of Wealth for more conversations at the intersection of wealth, purpose, and alternative investments. 🔗 Learn more at destinyfamilyoffice.com - - - - - - - - - About The Fine Art Group: The Fine Art Group is a leading independent global advisory firm specializing in art, luxury, asset financing, and valuations. With nearly 25 years of experience, the firm supports clients at every stage of their collecting journey through services including Advisory, Art Investment, Art Finance, and Appraisals & Valuations—plus bespoke strategies tailored to each collector’s unique needs. Operating across 15 international cities with headquarters in New York, London, and Hong Kong, The Fine Art Group offers unparalleled insight at the intersection of art, luxury, and finance. Its growing network of strategic partnerships—including Patti Wong & Associates and Schwartzman&—reinforces its reputation for discretion, transparency, and navigating the global art market with precision. Contact Colleen Boyle, CAP®   E-mail: colleenboyle@fineartgroup.com   Mobile: 610-470-5340   Office: 212-540-8444 - - - - - - - - - Helpful Resources: The Fine Art GroupDestiny Family Office - Collectibles ScorecardSignificance of Wealth podcast episodes   The expressed views, thoughts, and opinions belong solely to the host and/or guests and are not investment recommendations or opinions issued by Destiny Wealth Partners or its affiliates. Investment advisory services are offered through Destiny Wealth Partners, LLC, an SEC Registered Investment Advisor. Destiny Wealth Partners also conducts business under the name Destiny Family Office. Destiny Family Office podcasts are the sole property of Destiny Family Office, and information provided is for informational and educational purposes only. Destiny Family Office and its affiliates are not responsible for any human or mechanical errors or omissions. Parties may not reproduce these podcasts in any form without the express written consent of Destiny Family Office. Learn more at www.destinyfamilyoffice.com/disclosures.

    43 min
  8. MAR 20

    Igniting the Future of Wealth Management with Tom Ruggie

    In this episode of Significance of Wealth, host Tom Ruggie speaks with James Burton of InvestmentNews about his recent recognition on the InvestmentNews 2024 Hot List. Tom shares what this honor represents for his firm and team while providing insights into the evolving landscape of wealth management. The conversation explores how financial professionals can drive innovation, navigate market complexities, and mentor the next generation of advisors. Key Topics: The significance of the InvestmentNews 2024 Hot List recognition and its impact on Destiny Wealth PartnersStrategies for staying ahead in an evolving wealth management landscapeThe role of alternative assets, such as collectibles, in long-term financial planningMentorship and succession planning in the financial advisory industryLessons from Tom’s career and his philosophy on risk-taking and continuous innovationAdditional Resources: InvestmentNews 2024 Hot ListDestiny Wealth PartnersFollow Tom Ruggie on LinkedInArticles Authored by Tom RuggieWatch the Interview on Our YouTube Channel  Subscribe to Significance of Wealth for expert conversations on family office strategies, private investments, and the evolving role of collectibles in wealth management. Join host Tom Ruggie as he engages with industry leaders to provide exclusive insights tailored for high-net-worth and ultra-high-net-worth individuals seeking to optimize and protect their wealth. Subscribe now on: Apple Podcasts | Spotify | YouTube | Destiny Family Office's Website The expressed views, thoughts, and opinions belong solely to the host and/or guests and are not investment recommendations or opinions issued by Destiny Wealth Partners or its affiliates. Investment advisory services are offered through Destiny Wealth Partners, LLC, an SEC Registered Investment Advisor. Destiny Wealth Partners also conducts business under the name Destiny Family Office. Destiny Family Office podcasts are the sole property of Destiny Family Office, and information provided is for informational and educational purposes only. Destiny Family Office and its affiliates are not responsible for any human or mechanical errors or omissions. Parties may not reproduce these podcasts in any form without the express written consent of Destiny Family Office. Learn more at www.destinyfamilyoffice.com/disclosures.

    12 min

Ratings & Reviews

5
out of 5
4 Ratings

About

Welcome to the Significance of Wealth podcast, where we explore the evolving landscape of wealth management, private investments, and collecting as both a passion and potential investment strategy. In each episode, host Tom Ruggie, founder and CEO of Destiny Family Office, discusses these topics with industry experts, providing insights into the unique challenges and opportunities associated with managing significant assets.

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