3 episodes

Financial planning can be complex, and the stakes are high. We created this podcast to share what you need to know so you create and enjoy the luxury of financial independence.

Join your host, Charles Boinske, CFA and founder of Independence Advisors, LLC and his guests as they share their global financial expertise so you can have more time, confidence and satisfaction to do things you love - like fly fishing!

Charles Boinske, CFA, is a nationally recognized expert in the complex financial issues faced by high net worth individuals and institutions. The co-founder of Independence Advisors, Charles earned the Chartered Financial Analyst (CFA) designation, which is highly respected by the global financial industry for its rigorous focus on current investment knowledge, analytical skill, and ethical standards. Charles is also a member of the New York Society of Security Analysts, the CFA Society of Philadelphia.

The Wealth Cast Charles P. Boinske, CFA – President, Independence Advisors

    • Management
    • 5.0, 1 Rating

Financial planning can be complex, and the stakes are high. We created this podcast to share what you need to know so you create and enjoy the luxury of financial independence.

Join your host, Charles Boinske, CFA and founder of Independence Advisors, LLC and his guests as they share their global financial expertise so you can have more time, confidence and satisfaction to do things you love - like fly fishing!

Charles Boinske, CFA, is a nationally recognized expert in the complex financial issues faced by high net worth individuals and institutions. The co-founder of Independence Advisors, Charles earned the Chartered Financial Analyst (CFA) designation, which is highly respected by the global financial industry for its rigorous focus on current investment knowledge, analytical skill, and ethical standards. Charles is also a member of the New York Society of Security Analysts, the CFA Society of Philadelphia.

    Leading Businesses Through Crisis

    Leading Businesses Through Crisis

    Greg Cleary is a Leadership Team Coach who specializes in helping companies scale up. With a reputation for results, he is one of the most in-demand, highly respected business coaches in the region. In this episode, Greg offers a powerful strategy that shifts stress and helps clients feel more in control, as well as sharing the four essential factors to consider in protecting their businesses as well as your own.
    Get the full show notes and more resources at https://TheWealthCast.com

    • 30 min
    From Coal to Diamonds - Ep 02

    From Coal to Diamonds - Ep 02

    With Covid-19 wreaking havoc on all aspects of life around the globe, we are facing financial uncertainty of epic proportions. The pressure of a volatile market leaves us wondering what's next. In this episode, Trusts and Estates Attorney, Michael McBratnie, offers insight into how to find and maximize opportunities during a significant economic downturn.

    Get the full show notes and more resources at http://TheWealthCast.com

    • 21 min
    The Financial Implications of COVID-19 - Ep 01

    The Financial Implications of COVID-19 - Ep 01

    While COVID-19 wreaks havoc on the economy, investors are particularly anxious and wondering what to do. With the added element of health concerns, this emotionally-charged situation makes financial decisions even trickier. In this inspiring episode, Apollo Lupescu, PhD and Vice President at Dimensional Fund Advisors, looks back on previous historic crises and the hope they offer as we move through uncharted territory.

    Get the full show notes and more resources at http://TheWealthCast.com

    • 40 min

Customer Reviews

5.0 out of 5
1 Rating

1 Rating

Pat Phila 19380 ,

Excellent financial podcast

Very helpful podcast that packs a lot of information into each episode. Definitely at the top of my downloads list now.

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