120 episodes

Interviews with the Next Generation of Experts, Commentators, Entrepreneurs and Creatives in and around wealth and the wealth management industry. From Frazer Rice, noted fiduciary expert, operator of frazerrice.com and author of "Wealth Actually".

Wealth Actually Frazer Rice

    • Business
    • 4.8 • 21 Ratings

Interviews with the Next Generation of Experts, Commentators, Entrepreneurs and Creatives in and around wealth and the wealth management industry. From Frazer Rice, noted fiduciary expert, operator of frazerrice.com and author of "Wealth Actually".

    EP-118 (BONUS) COVID and THE FUTURE OF PLAGUE RESPONSE with PROF. POLLY PRICE

    EP-118 (BONUS) COVID and THE FUTURE OF PLAGUE RESPONSE with PROF. POLLY PRICE

    Two years after its onset, the world's response to the COVID-19 Pandemic will be generational event studied for years. It is a reminder that tail risk events happen more frequently than we think. Pandemics have been a feature (not a bug?) throughout the American experience. POLLY PRICE's new book sheds light on the US government's response to epidemics throughout history- with larger conclusions about COVID-19 and reforms needed for the next plague.







    Polly J. Price is the Asa Griggs Candler Professor of Law and is also Professor of Global Health in the Rollins School of Public Health at Emory University. A public health law scholar as well as a legal historian and citizenship and immigration law expert, she has published, lectured, and taught widely about immigration and citizenship, public health law and regulatory policy, federalism, property rights, and the judiciary. (She also had the "joy" of having me in her Legal Methods class when I was at Emory Law!)







    Her new book: PLAGUES IN THE NATION









    https://www.amazon.com/Plagues-Nation-Epidemics-Shaped-America-ebook/dp/B09CD2WDFC/









    A) Tell us about your background







    B) What prompted you to write the book?







    C) A quick rundown of America's Pandemic History







    1 America’s First Plagues2 Yellow Fever and the Shotgun Quarantine3 Black Death on the West Coast4 The 1918 Great Influenza5  Confronting Tuberculosis6 The Fight Against Polio7 The AIDS Epidemic8 Ebola in Dallas9 A Coronavirus Pandemic







    D) How do you evaluate America's efforts with COVID?







    E) How did the speed of information affect efforts?  The Global nature of the spread?







    F) Federalism-







    What did we learn about the interaction between the Federal Government and State Government Responses?







    F) What should we do differently?  What are the lessons learned?







    G) How do we stay in touch?







    PROF. POLLY PRICE's BIO







    POLLY's TWITTER







    PLAGUESINTHENATION.COM









    https://www.amazon.com/Wealth-Actually-Intelligent-Decision-Making-1-ebook/dp/B07FPQJJQT/

    • 21 min
    EP-117 RETHINKING CLIENT LONGEVITY in WEALTH MANAGEMENT with CHRIS HEYE, PhD

    EP-117 RETHINKING CLIENT LONGEVITY in WEALTH MANAGEMENT with CHRIS HEYE, PhD

    Today, I have a challenging discussion with Dr. CHRIS HEYE, PhD, founder of WHEALTHCARE SOLUTIONS. We talk about the issues of older age on decision-making and how that affects an individual’s retirement. We go through data on aging and explore diminished mental capacity in detail.  Advisers will learn what to look out for in clients who may be suffering from cognitive decline or even Alzheimers disease, and what those advisers can do about it. Finally, we hear about the formation of Whealthcare Solutions and the data behind the firm.







    * Data on aging. (It's alarming)* The expense and wealth redistribution taking place- with no signs of slowing down.* The story of Whealthcare Solutions.* Misperceptions of “diminished capacity.”* The surprising peak age for financial decision-making.* How does it affect advisers, and what can advisers do about it?* Warning signs.







    The Wealth Management Industry is in a new and brave world as the tools and thinking around asset management and financial planning may be straining to catch up with the new demographics of country.









    https://www.amazon.com/Wealth-Actually-Intelligent-Decision-Making-1-ebook/dp/B07FPQJJQT/

    • 20 min
    EP-116 WEALTH CYBERSECURITY with TOMMY RAGSDALE

    EP-116 WEALTH CYBERSECURITY with TOMMY RAGSDALE

    For advisers dealing with wealth management clients, cybersecurity is a necessary conversation. The wealthy are clamoring for digital protection. Advice on the defense against social media attacks, the selling of information on the Dark Web, online security breaches and asset theft are a part of the advice that most wealth management clients have come to expect from their advisors. How do you get your arms around this high stakes discussion?







    Today I spoke with TOM RAGSDALE to find out more.







    Tommy is an early team member at 360PRIVACY, a Nashville-based cybersecurity firm specializing in digital protection for high profile individuals, family offices and executives. He joined in February of 2021 after working in healthcare technology for four years. Prior to that, Tommy flew fighter jets in the United States Marine Corps. Tommy served as a Weapons and Tactics expert, a flight instructor, and led maintenance teams in combat.







    He is on the literal front lines of the digital security war that clients are fighting everyday- whether they know it or not!







    We talk about:







    THREAT ASSESSMENT







    * Define Threat Surface* Identify Vulnerabilities* Overlay Threat Landscape







    DIGITAL HARDENING







    * Privacy Protections* Device Hardening* Darkweb Solutions







    THREAT RESPONSE







    * Breach Assistance* Cyber Enhancement* Tailored Consulting







    TYPES OF CLIENT







    * Family Offices* Corporate Executives* Public Figures (and the balance between being "off the grid" and "out there")* HNW and UHNW clients







    Find 360 Privacy here:







    360Privacy.io







    TOM RAGSDALE LINKEDIN









    https://www.amazon.com/Wealth-Actually-Intelligent-Decision-Making-1-ebook/dp/B07FPQJJQT/

    • 27 min
    EP-115 DISRUPTION IN WEALTH MANAGEMENT with MATTHIAS KUHLMEY

    EP-115 DISRUPTION IN WEALTH MANAGEMENT with MATTHIAS KUHLMEY

    The Wealth Management Industry is in the midst of massive demographic change. Business models are evolving, old entrants are retiring or merging, technology is leveling the playing field. As a result, clients are demanding more value and the industry is coping with a rapidly shifting landscape.







    As "Wealth Management" clamors for direction, new expertise to manage this change is emerging. With us today is MATTHIAS KUHLMEY, Chief Development Officer at Hightower Advisors and the developer of the "Disruption in Wealth Management" Module for Columbia University's Wealth Management program.







    Matthias Kuhlmey began his professional journey as a trained musician, landing somewhat fortuitously in the field of global finance where he has been active as an advisor, capital market expert, and corporate executive for the past 20+ years.







    Whereas the origins of his two worlds cannot be more different. Matthias has been passionately exploring parallels, especially in observing how technology has been disrupting both industries. Lowering the barrier of entry, preparing the path for a creative (r)evolution.







    Matthias is a thought-leading critic of socioeconomic affairs, C-Suite executive of one of the leading firms in the independent space for financial advice, and lecturer at Columbia School of Professional Studies in New York City.















    Background







    Overview







    1. “Disruptive Trends in WM”







    2. Big opportunity to define disruption in the context of WM (Music Industry as an example)







    3. Ttrust and lack of trust in the system; emerging stores of value







    4. The firm of the future; what to consider, trends to build on, etc.







    Independent Movement Around the Registered Investment Advisor Space







                -“Wire House” to Independence







                -Regulatory and definition Clarity







                -Transparency







                -Client -centric







    Digitization







                -Movement away from vertical integration







                -Firms now have access to best in breed technology through 3rd party sources







                -Vendor selection and maintenance







                -Tech as differentiator is now tech as equalizer







    Product to Service Shift in Industry







                -Move away from commoditized offerings







                -Relationship oriented advice







                -Shifting consumption models- the move to digital







                -the importance of Shared mission







    The Impact of Political Risk 







                -Mitigating Store of Value Risk
    ...

    • 27 min
    EP-114 LOS ANGELES REAL ESTATE with SHELTON WILDER

    EP-114 LOS ANGELES REAL ESTATE with SHELTON WILDER

    SHELTON WILDER will be the first to tell you that the Los Angeles Residential Real Estate Market is no joke.  Building a successful practice in the space is hyper-competitive. The glitz and glamour portrayed on Bravo don't tell the story of struggle and heartbreak that exists in this world.







    We’re going to cover the complexities of LA market and Shelton's marketing acumen- including the increased speed and professionalism required for modern high end real estate.,







    However, the real story is Shelton’s persistence and ability to overcome adversity. We’ll talk about her coming back from her difficult experience on Shark Tank. That experience and struggles with other businesses inform her success today.  Finally, we are going to detail her ability to use persistence, family and the power of sobriety to enhance decision-making.







    The Los Angeles Residential Real Estate Market







    https://www.sothebysrealty.com/eng/los-angeles-real-estate/magazines/market







    How you do you break it down?







    What has been COVID's effect?







    What is hot? What is not?







    Background







    Shelton's Journey from financial problems to success







    Sobriety's role in your success







    Finding your niche







    Media-







    Shark Tank “Failure to Success”









    https://www.youtube.com/watch?v=AuQZvVSBpOg









    Development of the Real Estate business







    Use of media to promote your services . . .







    IG is vital and much faster than typical glossies







    HOW DO WE STAY IN TOUCH?







    SHELTON WILDER'S WEBSa rel="noreferrer noopener" href="https://sheltonwilder.

    • 37 min
    EP-113 MARY CHILDS on BILL GROSS, THE BOND KING

    EP-113 MARY CHILDS on BILL GROSS, THE BOND KING

    Few investors become so well known that they earn a nickname.







    BILL GROSS was known as the "Bond King.".







    A natural polymath, Bill ascended to the throne with his novel total-return approach to managing bonds and his outsized personality.  He built the PIMCO empire through hard work, ingenuity and cult of personality.  Some say he lost the throne through a mixture of hubris, distraction and bad calls.







    A new book by former Bloomberg reporter, MARY CHILDS, describes it all.







    Now the reporter and host of NPR’s PLANET MONEY, Mary has written the book: “The Bond King: How One Man Made a Market, Built an Empire, and Lost it All.”  It's out now via Flatiron Books.

















    https://www.amazon.com/Bond-King-Market-Built-Empire/dp/1250120845









    Mary’s Background







    Where did the impetus to write the book come from?







    Access to Bill Gross







    What is he like?







    "Making" the Bond Market-







    Take us through his background







    Duke, Navy, Card Counter, Stamp collector, Golfer, Provoker of neighbors







    What was the sandbox he played in?







    Not just using bonds, but options, futures and derivatives







    Buy and Hold vs Total Return







    What was going on around him?  (Milken- HY Bonds; Icahn and corporate raiders)







    How did he use technology to amplify his edge?







    Building the Empire







    How did he hit scale?







    How did his Macro bets work?







    The 2008 bet







    Pet theory was that his interest rate calls were inside information-







    Once he had scale- how did he help bend the markets to his whim.







    Losing it all







    What happened?







    2014 interaction with Mohamed El-Erian







    80s bro culture catching up with him?







    East Coast / West Coast?







    Distractions?  Bad Habits?







    In your final analysis , what do you think of him-







    How do we keep track of Mary?







    NPR PLANET MONEY







    LINKEDIN









    https://twitter.com/mdc











    https://www.amazon.com/Wealth-Actually-Intelligent-Decision-Making-1-ebook/dp/B07FPQJJQT/

    • 34 min

Customer Reviews

4.8 out of 5
21 Ratings

21 Ratings

Gfp76 ,

Learn something interesting every time

Well organized and entertaining show on broad range of investment and financial topics. Worth your time

Roman Prokopchuk ,

Great Show

Great show, awesome host, give it a listen.

Kevin Y of Life Plus Up ,

This podcast is great!

Frazer is a fantastic host. The podcast is informative and helpful!

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