Examining the ideas, techniques, and tools of wealth management to help you on your personal finance journey. Interviews with experts and exploring finance topics from different angles.
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Contact path
Verified email
Booking probability
41%
Guest openness
Selective
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Signup to Generate a PitchExamining the ideas, techniques, and tools of wealth management to help you on your personal finance journey. Interviews with experts and exploring finance topics from different angles.
Recent episodes include "The finances of America's unpredictable millionaires, strategies to think about in 50's and 60's, rate hikes and earnings." (1 October 2026, 19 minutes), "The questions we get on gifting, investing in mkts near highs, a story on being nice." (12 September 2026, 15 minutes), and "Alien & AI news cycle, gifting rules, mkt update with S&P down 2%, financial guests on podcasts." (16 June 2026, 12 minutes).
Adventures in Wealth Management publishes roughly every few months, with episodes averaging 15 minutes across 55 episodes.
Booking probability for Adventures in Wealth Management is 41%, and the host is rated Selective on guests. Adventures in Wealth Management requires a Pod Score of 80 or higher. Adventures in Wealth Management's contact route on record: verified email.
The strongest fits for Adventures in Wealth Management are Investing & Wealth Management. Adventures in Wealth Management has a business audience.
Adventures in Wealth Management is a business podcast with 55 episodes published.
Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.
Adventures in Wealth Management
Tj and Charles dig into the gap between retirement and drawing on retirement accounts, the finances of Americans that have done well and the mkts.
Adventures in Wealth Management
Tj and Charles dig into gifting questions that they see, investing in markets and a story from Gavin Baker on being nice and how it changed his life.
Adventures in Wealth Management
TJ and Charles discuss How wild the news cycle is. Mkt update. Getting on track.
Adventures in Wealth Management
Tj and Charles dig into the new trump accounts, market thoughts and some good takes from Llyod's new book. https://www.wsj.com/personal-finance/the-hack-that-turns-trump-accounts-into-multimillion-dollar-tax-free-nest-eg...
Adventures in Wealth Management
Ross Mayfield joins to talk 2026.
Adventures in Wealth Management
123 Pod with TJ Kavanagh and Charles Fry. 1. Personal Finance Topic - What happens when you have to start taking money out of a 401k. 2. Markets - are we seeing a rotation? 3. 2026 Outlooks RMD Article...
Adventures in Wealth Management
Tj and Charles dig into Roths, the current market and investing at all time highs.
Adventures in Wealth Management
Over the last few weeks we have been getting questions on the new bill. Go through 6 areas we are focusing on. Donor Advised Funds.pdf https://www.youtube.com/watch?v=7HwDaM-wsHk
Adventures in Wealth Management
Charles and TJ dig into The % benefits of having a financial plan. What keeps us motivated in the market. Investing at all time highs.
Adventures in Wealth Management
1-2-3 Podcast Social Security Fears Market Volatility Individual Investors and shorter investment time frames.
Adventures in Wealth Management
Adventures in Wealth Management
Tj and Charles have Ross Mayfield in the room chatting about. Donor Advised Funds. Market Seasonality The attention span of investors and the social media onslaught
Adventures in Wealth Management
On this episode, TJ and Charles tackle the age-old question for wealth management: when's the right time to deploy that sidelined cash? On the market side they also break down the January barometer—because, sure, let's...
Adventures in Wealth Management
Tj and Charles dig into 3 topics. Morgan Housel on the Huberman pod talking about personal finance. https://open.spotify.com/episode/5in0bWIi05XzEwhdyLbrTe?si=5f07340d77f74fa4 Trends in the market going into and post...
Adventures in Wealth Management
TJ and Charles dig into Baird 2025 Planning Guide https://www.bairdwealth.com/insights/wealth-management-perspectives/2024/11/your-planning-guide-to-2025-taxes/ Stocks ups 30%...
Adventures in Wealth Management
Personal Finance: What happens with Decedent IRAs Mkts: ASU study that looked at 29,000 stocks over 100 years. Interesting: Why getting that first $100,000 is important and ways to structure.
Adventures in Wealth Management
Charles digs into staying the course during market volatility. TJ talks about market drawdowns and how millennials are actually ok.
Adventures in Wealth Management
Charles and TJ dig into Personal Finance: Direct Indexing. What is it? Market Updates. Interesting - the seasonality of markets.
Adventures in Wealth Management
TJ and Charles dig into Why you should set up a budget. Investing at all time highs. Rodger Federer commencement speech. https://awealthofcommonsense.com/2024/06/roger-federer-vs-the-stock-market/
Adventures in Wealth Management
Dig into Why you don't need to be 50+ years old to have a financial plan. Not overthinking a bull mkt. Joys of compouding.
Recent guests on Adventures in Wealth Management. Study who booked and why before you pitch.
Managing Partner and Chief Investment Officer of Atreides Management, Baker Marketing Laboratory
Code Éxitos
Baird
Baird
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