Talking Wealth
Episodes
The $3.9 Trillion Land Grab
02 Apr 2026
Contributed by Lukas
On this episode of Talking Wealth, Michael Batnick is joined by Stephen Caruso, Associate Director of Wealth Management at Cerulli Associates, to unpa...
The Missing Layer in Wealth Management
26 Mar 2026
Contributed by Lukas
On this episode of Ben with Benefits on Talking Wealth, Ben Carlson sits down with Joe Mrak, CEO of Foundation Source, to discuss the often-overlooked...
The Inside Story of OpenArc’s $129 Billion Breakaway with Dynasty’s Shirl Penney
19 Mar 2026
Contributed by Lukas
On this episode of Talking Wealth, On this episode of Talking Wealth, Josh Brown speaks with Dynasty CEO Shirl Penney about OpenArc Corporate Advisory...
How to Borrow Against Your Portfolio For Less
12 Mar 2026
Contributed by Lukas
On this episode of Talking Wealth, Ben Carlson is joined by Joseph Wang, co-founder and CRO of SyntheticFi, a company that helps clients borrow agains...
The Extinction Event in Wealth Tech
05 Mar 2026
Contributed by Lukas
Last week, Anthropic’s Claude announced integrations with Orion and LPL — not as a demo, not as a side tool, but embedded directly into the adviso...
Private Credit: Now Youse Can’t leave
23 Feb 2026
Contributed by Lukas
For years, private credit investors were told they could have it all — higher yields, low volatility, and relatively little risk. Semiliquid funds b...
Demographics are Destiny in the Housing Market
19 Feb 2026
Contributed by Lukas
On this episode of Ben with Benefits, Ben Carlson sat down with Eric Finnigan, Vice President of Demographics Research at John Burns to break down why...
The Best Event in Wealth Management
12 Feb 2026
Contributed by Lukas
On this episode of Talking Wealth, Michael Batnick sits down with Matt Middleton, the founder and CEO of Future Proof, the fastest-growing and now lar...
Private Equity's Liquidity Problem
04 Feb 2026
Contributed by Lukas
Secondaries used to be a niche corner of private markets — a way for institutions to quietly offload old fund positions. Today, they’re becoming a...
Is Social Security Going Bankrupt?
28 Jan 2026
Contributed by Lukas
On this episode of Ben With Benefits, Ben Carlson is joined by Mike Piper, creator of the Oblivious Investor blog and author of a number of books incl...
Why Advisors Go Independent
21 Jan 2026
Contributed by Lukas
On this episode of Talking Wealth, Josh Brown sits down with Kevin Thompson, Founder of 9i Capital Group, to unpack the biggest issues facing financia...
The Lie on Both Sides of Investment Management
14 Jan 2026
Contributed by Lukas
Investment management has become strangely polarizing in the advisory industry. On one end, many “planning-led” firms treat portfolios as a commod...
Be the GP: How to Invest in the 2 & 20
07 Jan 2026
Contributed by Lukas
On this episode of Talking Wealth, Michael Batnick sits down with Todd Owens, Managing Partner at Cantilever to break down the rapidly growing world o...
How to Beat the 4% Retirement Spending Rule | Ben with Benefits
22 Dec 2025
Contributed by Lukas
On this episode of Ben with Benefits, Ben Carlson is joined by Stefan Sharkansky, author of the new research paper “The Only Other Spending Rule Art...
When Alts Go Bad: The BlueRock Blowup and a Liquidity Wake-Up Call
19 Dec 2025
Contributed by Lukas
On this episode of Talking Wealth, we’re diving into one of the most misunderstood—and increasingly controversial—corners of investing: alternat...
FINNY Reveals New $150 Million Valuation!
18 Dec 2025
Contributed by Lukas
On this episode of Talking Wealth, Josh Brown is joined by Eden Ovadia and Victoria Toli, two of the three founders of FINNY AI. FINNY AI is one of th...
BOMBSHELL - 90 Percent of RIAs are Actually Shrinking!
10 Dec 2025
Contributed by Lukas
On this episode of Talking Wealth, we’re doing something special as part of the Compound Insights Research Program, our initiative to bring original...
Here’s What Your Competitors Are Doing. A Deep Dive Into Schwab’s 2025 RIA Benchmarking Study
03 Dec 2025
Contributed by Lukas
On this episode of Talking Wealth, Michael Batnick is joined by Lisa Salvi, Managing Director of Business Consulting and Education at Charles Schwab A...
The Yield Mania: Why Investors Are All in On Income
26 Nov 2025
Contributed by Lukas
On this episode of Talking Wealth, we’re diving into one of the biggest shifts in the advisory world: the surge in income-oriented products. From co...
The Age of Easy AUM Is Over
19 Nov 2025
Contributed by Lukas
On this episode of Talking Wealth, Michael Batnick and Ian Wenik go deep on the RIA industry’s two biggest stress fractures: the organic growth slow...
How to Start Your Own ETF
12 Nov 2025
Contributed by Lukas
On this episode of Talking Wealth, Ben Carlson is joined by Cullen Roche, founder and CIO of Discipline Funds. They'll explore how Cullen turned his b...
The Kyle Busch Insurance Scam Explained
05 Nov 2025
Contributed by Lukas
Josh Brown and Kevin Thompson are back for an all new edition of Talking Wealth. They'll discuss the Kyle Busch IUL scam, ChatGPT bans “tailored fin...
This AI Tool Is Changing How Advisors Work
29 Oct 2025
Contributed by Lukas
On this episode of Talking Wealth, Michael Batnick sits down with John Connell, Co-Founder and CEO of Focal, the AI-powered productivity platform tran...
How AI Can Help Advisors Get Bigger Clients
22 Oct 2025
Contributed by Lukas
On this episode of Talking Wealth, Ben Carlson sits down with Nick Downer, Head of Advisory Services at Opto Investments. Opto Investments is a tech-d...
Your Custodian Just Drank Your Milkshake
16 Oct 2025
Contributed by Lukas
Josh Brown and Kevin Thompson are back for an all new edition of Talking Wealth. Charles Schwab is reportedly raising its referral minimum from $500,0...
RIAs Sell for Record Amounts in Orgy of Consolidation - Brandon Kawal
03 Oct 2025
Contributed by Lukas
On this episode of Talking Wealth, Michael Batnick is joined by Brandon Kawal, Partner at Advisor Growth Strategies, to break down the findings of the...
The Advisor Cheat Code for Massive Client Growth | Ben with Benefits - Fred Barstein
03 Oct 2025
Contributed by Lukas
On this episode of The Unlock, Ben Carlson is joined by Fred Barstein to discuss the growing importance of defined contribution retirement plans for f...
Advisors Face an $80 Trillion Tidal Wave as 10,000 Clients Retire Every Day | Ben with Benefits - Christine Benz
03 Oct 2025
Contributed by Lukas
On the latest episode of Ben with Benefits, Ben Carlson spoke with Morningstar’s Director of Personal Finance and Retirement Planning, Christine Ben...
Eight Marketing Moves Advisors Can Make Today | Sam Russell
03 Oct 2025
Contributed by Lukas
On this episode of The Unlock, Downtown Josh Brown is joined by Samantha Russell, to discuss the eight marketing moves advisors can make today. Samant...
Building the Best Advisor Tech Stack | Jason Pereira
03 Oct 2025
Contributed by Lukas
On this episode of The Unlock, Downtown Josh Brown and Michael Batnick are joined by financial planner and fintech expert Jason Pereira to discuss the...
A $12 Trillion Opportunity For Financial Advisors | Ben with Benefits - Shawn O'Brien
03 Oct 2025
Contributed by Lukas
Welcome to the first episode of The Unlock's new show, Ben with Benefits! Ben Carlson is joined by Shawn O'Brien, Director of Retirement at Cerulli As...
Financial Advisors Cannot Blow This Decision | Alec Crawford
03 Oct 2025
Contributed by Lukas
On this episode of The Unlock, Downtown Josh Brown and Michael Batnick are joined by Alec Crawford to discuss the future of financial advice, how AI w...
Stop Saving - Give Your Kids the Money Now! | Ben With Benefits - Nick Maggiulli
03 Oct 2025
Contributed by Lukas
On this episode of Ben with Benefits, Nick Maggiulli joins Ben Carlson to discuss their thoughts on the timing of an inheritance, the psychology behin...
The One Thing Everyone Gets Wrong About the 4% Rule | Ben with Benefits - Bill Bengen
03 Oct 2025
Contributed by Lukas
On this episode of Ben with Benefits, Ben Carlson speaks with Bill Bengen, creator of the famed “4% rule,” to revisit the groundbreaking research ...
Your Clients’ Biggest Risk is Spending Too Little | Ben with Benefits - Scott Rick
03 Oct 2025
Contributed by Lukas
On this episode of Ben with Benefits, Ben Carlson speaks with Scott Rick, author of Tightwads & Spendthrifts, to explore the psychology of spending. T...
Will AI Replace Your Financial Advisor? Michael Batnick and Dave Nadig on the Future of Wealth
03 Oct 2025
Contributed by Lukas
Welcome back to Talking Wealth. Today, we’re going to be talking about the future of AI and financial advice. I won’t bury the lede. Artificial in...
Josh Brown on How the Next Generation of Millionaires Will Custody Their Assets | Jason Wenk
03 Oct 2025
Contributed by Lukas
On this episode of Talking Wealth, Ritholtz Wealth Management CEO Josh Brown and Altruist Founder and CEO Jason Wenk have a live conversation for an a...
The Man Who Advises Your Financial Advisor | Ben with Benefits - Carl Richards
03 Oct 2025
Contributed by Lukas
On this episode of Ben with Benefits, Ben Carlson speaks with Carl Richards, author of The Behavior Gap and one of the most influential voices in fi...
Financial Advisors Are Furious Over New Ad Campaign - Michael Kitces
03 Oct 2025
Contributed by Lukas
On this episode of Talking Wealth, Josh Brown is joined by Michael Kitces, one of the most influential financial advisors in America. Michael is the H...
How to Make Sure Your Clients Never Run Out of Money | Justin Fitzpatrick
25 Sep 2025
Contributed by Lukas
On this episode of Talking Wealth, Michael Batnick is joined by Justin Fitzpatrick, co-founder and chief innovation officer of Income Lab — a platfo...
Meb Faber’s New Big Idea
25 Sep 2025
Contributed by Lukas
On this episode of The Unlock, Michael Batnick is joined by Meb Faber, CEO of Cambria Investment Management, to discuss 351 ETF conversions and how th...
6 Ways Financial Advisors Can Improve Client Confidence | Ben with Benefits - Ben White
25 Sep 2025
Contributed by Lukas
On today’s episode of Ben with Benefits, Ben Carlson is joined by Pontera’s Senior Director of Public Policy, Ben White to discuss Pontera’s new...
Advisor Chat Live | Kevin Thompson
25 Sep 2025
Contributed by Lukas
Downtown Josh Brown is joined by Founder of 9I Capital Group Kevin Thompson to discuss The TikTok financial advice epidemic, building an ecosystem you...
Why This Juggernaut is Going All-In on Wealth Management | Michael Lane
25 Sep 2025
Contributed by Lukas
On this episode of Talking Wealth, Michael Batnick sits down with Michael Lane, Head of Asset Management and an Executive Vice President at SEI, to di...
How the Wealthy Reduce Taxes and Diversify with 351 Exchange Funds | Wes Gray
22 Sep 2025
Contributed by Lukas
Today we’re talking with Wes Gray, founder of Alpha Architect, about one of the most interesting new investment products to hit the market — the 3...
The #1 Mistake Advisors Make When They Cash Out | John Phoenix
22 Sep 2025
Contributed by Lukas
Welcome to Talking Wealth, where we cover the biggest trends in the wealth management industry. Today we’re diving into one of the biggest decisions...
How Do I Train Young Financial Advisors? | Kevin Thompson
22 Sep 2025
Contributed by Lukas
Today on Talking Wealth, Join Josh Brown and special guest Kevin Thompson for a ride through the CFP subreddit as they answer questions no one asked t...
Here’s How Advisors Can Run a Successful Business | Kyle Van Pelt
22 Sep 2025
Contributed by Lukas
Welcome to Talking Wealth, where we cover the biggest trends in the wealth management industry. RIAs have evolved from mom and pop store fronts to bon...
3 Reasons Clients Leave Advisors | Kevin Thompson
22 Sep 2025
Contributed by Lukas
On this episode of Talking Wealth, Josh Brown sits down with Kevin Thompson to break down the 3 biggest reasons clients leave their financial advisors...
What Every Financial Advisor Needs to Know About Wealth.com
22 Sep 2025
Contributed by Lukas
On today’s episode of Talking Wealth, Michael Batnick will be speaking with Tim White and Danny Lohrfink, two of the four co-founders of wealth.com....
How Altruist is Winning the War for $25 Trillion
22 Sep 2025
Contributed by Lukas
Welcome to Talking Wealth, where we cover the biggest trends in the wealth management industry. Custodians have traditionally been one of the most bor...
Private Markets Are Eating the World | Phil Huber
22 Sep 2025
Contributed by Lukas
Welcome to talking wealth with Michael Batnick. On today’s show we’re joined by my good friend Phil Huber. I wanted to talk about the tsunami of a...
The $100M Startup Taking on Wall Street’s Advice Industry
22 Sep 2025
Contributed by Lukas
Today on Talking Wealth, Michael Batnick sits down with Ritik Malhotra, CEO and co-founder of Savvy Wealth — a fast-growing digital platform transfo...
How Financial Advisors Use Bitcoin for Client Portfolios | Ric Edelman
22 Sep 2025
Contributed by Lukas
On this episode of The Unlock, Downtown Josh Brown and Michael Batnick are joined by Ric Edelman to discuss: the right allocation to Bitcoin, the rise...
Why Ian Wenik is the Most Feared and Respected Reporter in Wealth
22 Sep 2025
Contributed by Lukas
Today on Talking Wealth, we’re joined by Ian Wenik, Editor of Citywire RIA and one of the sharpest reporters covering the RIA space. Ian gives us a ...
How Conquest Planning is Conquering the US Advisor Market
22 Sep 2025
Contributed by Lukas
Welcome to Talking Wealth, I am your host Josh Brown. Conquest Planning is the hottest software company in wealth tech this summer fresh from a capita...
How Top Advisors Talk to Their Clients
22 Sep 2025
Contributed by Lukas
In this episode of Talking Wealth, Ben Carlson sits down with Caleb Eplett, Chief Product Officer at YCharts, to talk about how the Ycharts platform i...
The Value Proposition of a Financial Advisor With Nick Murray
19 Sep 2025
Contributed by Lukas
Welcome to the inaugural episode of The Unlock! Downtown Josh Brown and Michael Batnick are joined by Nick Murray to discuss the value proposition of ...