The Wealth Cast
Business & Economics Podcasts
Financial planning can be complex, and the stakes are high. We created this podcast to share what you need to know to help you work toward the luxury of financial independence. Join your host, Charles Boinske, CFA, Principal, Wealth Manager and Chief Visionary Officer of Modera Wealth Management, 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 resource regarding complex financial issues faced by high-net-worth individuals and institutions. The co-founder of Independence Advisors which merged with Modera Wealth Management in 2020, 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 and the CFA Society of Philadelphia.Modera is an SEC registered investment adviser which does not imply any level of skill or training. For additional information see our Form ADV available at www.adviserinfo.sec.gov which contains a full description of our business, operations and service offerings including fees. Statements made in the podcast are not to be construed as personalized investment or financial planning advice, may not be suitable for everyone and should not be considered a solicitation to engage in any particular investment or planning strategy. Statements made are subject to change without notice.
Location:
United States
Description:
Financial planning can be complex, and the stakes are high. We created this podcast to share what you need to know to help you work toward the luxury of financial independence. Join your host, Charles Boinske, CFA, Principal, Wealth Manager and Chief Visionary Officer of Modera Wealth Management, 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 resource regarding complex financial issues faced by high-net-worth individuals and institutions. The co-founder of Independence Advisors which merged with Modera Wealth Management in 2020, 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 and the CFA Society of Philadelphia.Modera is an SEC registered investment adviser which does not imply any level of skill or training. For additional information see our Form ADV available at www.adviserinfo.sec.gov which contains a full description of our business, operations and service offerings including fees. Statements made in the podcast are not to be construed as personalized investment or financial planning advice, may not be suitable for everyone and should not be considered a solicitation to engage in any particular investment or planning strategy. Statements made are subject to change without notice.
Language:
English
Website:
https://thewealthcast.com/
Episodes
Managing Risk and Conflict
2/28/2022
On Episode 38 of The Wealth Cast, talks to executive mentor Charles Scott about constructive conflict and informed risk taking. During Mr. Scott’s time as a director at Intel Capital, he guided Intel’s investment operations, which necessarily led to interpersonal conflict which needed to be resolved, and a systematic approach to managing risk in an effort to optimize the potential rewards. He discusses this, as well as his role as an athletic guide to a friend who was afflicted with...
Duration:00:35:15
Make or Break: One Key Focus
1/31/2022
On episode 37 of The Wealth Cast, Charles Boinske talks to Dan Barnett, the creator of Make or Break Execution, and current CEO and owner of The Primavera Company. Dan's experience in heading companies spans across several of the world's largest corporations, and it has informed his Make or Break strategy. He talks to Chas about the importance of determining what the Make or Break is for your own company, in order to find the most expedient path to success.
Get the full show notes and more...
Duration:00:45:50
History Edition: Little Bighorn with Neil Mangum
12/21/2021
Episode 36 of The Wealth Cast sees National Park historian Neil Mangum join Chas to discuss one of the most infamous military conflicts in American history, the Battle of Little Bighorn. General Custer’s defeat shook the foundations of the country, and for over a century, far less was known by establishment historians than should have been, due to a systematic failure to consult with Native American custodians of knowledge about the battle. Neil highlights this and other insights into the...
Duration:00:50:43
Markets Work: Improving the Client Experience
12/8/2021
On episode 35 of The Wealth Cast, Chas speaks to Dimensional Fund Advisors co-CEO, Dave Butler. Following a brief career in professional basketball, Dave worked at a Wall Street financial services firm. After a few years, in which he became disillusioned with the then-prevalent industry model, he moved to California and joined Dimensional, which was pioneering a new investment model based on academic research and a scientific approach. His stories and insights into this transformation paint...
Duration:00:34:22
Direct Indexing: A Paradigm Shift in Investment Management
11/24/2021
On episode 34 of The Wealth Cast, Chas is joined by Dave Twardowski, Vice President and Head of Investment Strategy at Vise, an intelligent automation platform that delivers personalized investment solutions. Dave discusses how he works at the intersection of tech and finance and shares how direct indexing is transforming the industry.
Get the full show notes and more resources at TheWealthCast.com
Duration:00:30:46
Transforming the Wealth Management Business
11/9/2021
On episode 33 of The Wealth Cast, Chas speaks to Sebastian Jersch, CEO and founder of Neo Consult, a financial planning company based in Marburg, Germany. Sebastian discusses the long road still ahead of financial planners in Germany who, tired of the conflict created by “free” financial planning services, have established fee-only advice. He explains how the experience and guidance of planners in the U.S. and U.K. that had already undergone this transformation helped him develop the vision...
Duration:00:34:30
Analysis of Proposed Tax Law Changes for 2022
10/27/2021
On episode 32 of The Wealth Cast, Chas is joined by Pat Runyen of Modera Wealth Management for a discussion on the potential changes to tax law that have been introduced by the House Ways and Means Committee. These changes may impact estate planning, capital gains rates, and more.
Get the full show notes and more resources at TheWealthCast.com
Duration:00:16:44
Wealth Cast Rewind: Evidence-Based Investing
9/22/2021
Evidence-based investing is a core principle of being a good steward of your wealth. That is why Chas has selected his interview with Robin Powell for this Wealth Cast Rewind, to follow up on his previous episode on the Five Tenets of Evidence-Based Investing.
An educated investor is a great investor. That is why investing should not be dependent on hunches and guesswork. Every deal should be considered and given the proper amount of time to learn about. Speaking about this very important...
Duration:00:32:47
Wealth Cast Rewind: Evidence-Based Investing - Ep 31
9/22/2021
Evidence-based investing is a core principle of being a good steward of your wealth. That is why Chas has selected his interview with Robin Powell for this Wealth Cast Rewind, to follow up on his previous episode on the Five Tenets of Evidence-Based Investing.
An educated investor is a great investor. That is why investing should not be dependent on hunches and guesswork. Every deal should be considered and given the proper amount of time to learn about. Speaking about this very important...
Duration:00:32:42
The Five Tenets of Evidence-Based Investing
9/8/2021
On episode 30 of The Wealth Cast, Chas discusses the five tenets of evidence-based investing: markets work, diversification is your buddy, discipline is critical to your success, costs matter, and risk and return are related. He explains each, giving examples for how to apply them in your own portfolio management.
Get the full show notes and more resources at TheWealthCast.com
Duration:00:12:30
The Five Tenets of Evidence-Based Investing - Ep 30
9/8/2021
On episode 30 of The Wealth Cast, Chas discusses the five tenets of evidence-based investing: markets work, diversification is your buddy, discipline is critical to your success, costs matter, and risk and return are related. He explains each, giving examples for how to apply them in your own portfolio management.
Get the full show notes and more resources at https://TheWealthCast.com
Duration:00:12:30
Taxation: What's Next?
8/18/2021
Rosalind Sutch of Drucker & Scaccetti joins Chas for episode 29 of The Wealth Cast, and she shares her insight into potential changes in tax law for 2021, as well as various tax-reducing strategies that will likely apply regardless of those changes. She discusses the utility of Donor-Advised Funds for charitable giving, the importance of coordinating discussions between tax and investment advisors, and much more.
Get the full show notes and more resources at TheWealthCast.com
Duration:00:27:51
Taxation: What's Next? - Ep 29
8/18/2021
Rosalind Sutch of Drucker & Scaccetti joins Chas for episode 29 of The Wealth Cast, and she shares her insight into potential changes in tax law for 2021, as well as various tax-reducing strategies that will likely apply regardless of those changes. She discusses the utility of Donor-Advised Funds for charitable giving, the importance of coordinating discussions between tax and investment advisors, and much more.
Get the full show notes and more resources at https://TheWealthCast.com
Duration:00:27:51
On the Limits of Arbitrage - Ep 28
8/5/2021
On episode 28 of The Wealth Cast, Eduardo Repetto of Avantis Investors joins Chas to discuss the Limits of Arbitrage, a concept which explains strange price action in the markets. With “meme stocks” such as GameStop and AMC showing unusual behavior over the past several months, Eduardo discusses how the Limits of Arbitrage impact the market's ability to correct pricing anomalies. Get the full show notes and more resources at https://TheWealthCast.com
Duration:00:23:45
Risk, Patience, and Perseverance - Ep 27
7/21/2021
On episode 27 of The Wealth Cast, Chas talks to Brian Tierney, CEO of Brian Communications, about the successes and setbacks he's faced in a long entrepreneurial career. He shares his deep marketing insights, what to do just as one's career is starting, stressing the importance of just jumping in feet first, and offers advice for people at any stage in their professional development.
Get the full show notes and more resources at TheWealthCast.com
Duration:00:32:15
The Value in Value Investing - Ep 26
6/9/2021
Apollo Lupescu returns to The Wealth Cast for episode 26, joining Chas Boinske to talk about value and small cap investing and their potential for increased returns in an investment portfolio. After simplifying the concepts for even beginning investors, they review the relevant risks and rewards, stressing the importance of staying the course, and the importance of an advisor to guide any investor through the rough patches.
Get the full show notes and more resources at TheWealthCast.com
Duration:00:41:24
Fly Fishing Edition - Ep 25
5/26/2021
Chas hosts John Juracek, former owner of Blue Ribbon Flies in West Yellowstone, Montana, for this special fly fishing episode 25 of The Wealth Cast. They discuss John's journey and how he came to live and work in Yellowstone, the magic of Yellowstone and specifically of Firehole River, the history and traditions associated with fly fishing, and much, much more.
Get the full show notes and more resources at TheWealthCast.com
Duration:00:39:15
How to Be a Trusted Advisor - Ep 24
4/14/2021
On Episode 24 of The Wealth Cast, Charles Green, co-author of The Trusted Advisor, joins Chas to discuss how to build trust in your relationships. Charlie has consulted with countless firms to help them build and improve client relationships. His methods, which use a Trust Quotient with several factors, are systematic in nature, and Chas has utilized them throughout his life and career to help foster his relationship building efforts.
Get the full show notes and more resources at...
Duration:00:32:36
Leadership Under Any Circumstance - Ep 23
3/31/2021
On Episode 23 of The Wealth Cast, Chas hosts former nuclear submarine commander Kevin Cheesebrough, Captain USN (Ret), PCC, who now serves as an executive leadership coach. They discuss how the skills Kevin developed in the Navy transferred into civilian life, from emotional intelligence, to managing data, to how important it is for leaders to trust their instincts, and more.
Get the full show notes and more resources at TheWealthCast.com
Duration:00:28:26
An Evidence-Based Approach to Analyzing Success and Failure - Ep 22
3/17/2021
On Episode 22 of The Wealth Cast, Chas is joined by Robert “Cujo” Teschner, former US Air Force fighter pilot and current CEO and chief consultant of VMax Consulting, which specializes in helping organizations build high-performing teams. Robert shares his insights about leadership, molding effective, fulfilled team members who “buy in,” and the importance of separating fact finding from the apportionment of responsibility.
Get the full show notes and more resources at TheWealthCast.com
Duration:00:30:19