Your Active Wealth

BNY Wealth
  • 4.9 (23)
  • BUSINESS
  • UPDATED SEMIMONTHLY

Is your wealth strategy supporting your long-term goals? Welcome to Your Active Wealth with BNY Wealth: A podcast with the experts who lead our firm – and our industry – bringing you thematic and timely conversations on how to grow, manage and protect your wealth, and insights on how to confidently navigate the unpredictable and unexpected.

  1. 12/18/2025

    Policy Breakdown and Opportunities in 2026

    Alicia Levine and Dan Clifton on 2026: consumer refunds, deregulation, Fed cuts, tariffs and midterm dynamics—why policy could turn headwinds into tailwinds for growth and earnings.

    26 min

  2. 11/10/2025

    New 2025 Tax Rules for Business Owners

    Terry Sylvester Charron, head of investment advisory and planning solutions, and Jere Doyle, senior wealth strategist, unpack changes to Qualified Small Business Stock as result of OBBBA.

    15 min

  3. 09/25/2025

    Master Cash Management

    Scott Lillis, regional president, Mid-Atlantic Region, and Lynda Ly, private banking manager, explain our strategic cash management framework.

    17 min

  4. 08/21/2025

    2025 Tax Changes: What's New?

    BNY Wealth experts, Jere Doyle, senior wealth strategist, and Lesley Holland, regional director of portfolio management, provide valuable insights on tax and investment planning for 2025.

    20 min

  5. 07/08/2025

    Mastering the Sale

    Alex Murray, market president of Newport Beach, and Boryana Zamanoff, senior wealth strategist, break down key insights from our report, Mastering the Sale.

    35 min

  6. 05/28/2025

    The Business Owner’s Guide to the Sale

    There is more to selling a business than the financial implications. For instance, how will you continue to find purpose when you’re no longer at the helm?  In this episode of Your Active Wealth, Ryan Szczepanik, senior wealth strategist at BNY Wealth, sheds light on the most important considerations leading up to the sale in addition to the emotional factors that can arise after the business is sold. Pulling from his wealth of experience in helping business owners navigate the sales process, Ryan shares real-life examples to explain who should be involved and why, what specific qualifications are required to ensure the process goes smoothly, and how to successfully transition from running your own business to leading a new lifestyle post-sale.  Subscribe to Your Active Wealth on your favorite podcast platform via Apple Podcasts, Spotify, Amazon Music, Pocketcast and more.

    30 min

  7. 04/30/2025

    Key Considerations When Selling a Family Business

    When legacy and livelihood are intertwined, selling a family business can be complex. Samy Dwek, Chief Executive Officer of The Family Office Doctor, shares tips for navigating this process in a way that preserves the family dynamic.

    30 min

  8. 03/26/2025

    An Entrepreneurial Spirit

    A strong entrepreneurial spirit is behind every great business success. Christi Coors Ficeli, Co-Owner of Goosecross Cellars, shares how courage and determination guided her journey to forging her own path.

    30 min
See All (28)

Ratings & Reviews

4.9
out of 5
23 Ratings

About

Is your wealth strategy supporting your long-term goals? Welcome to Your Active Wealth with BNY Wealth: A podcast with the experts who lead our firm – and our industry – bringing you thematic and timely conversations on how to grow, manage and protect your wealth, and insights on how to confidently navigate the unpredictable and unexpected.

Information

  • Creator
    BNY Wealth
  • Years Active
    2022 - 2025
  • Episodes
    28
  • Rating
    Clean
  • Copyright
    © 2025 The Bank of New York Mellon
  • Show Website
    Your Active Wealth

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