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Hosted by Generation Capital Advisors · 🇺🇸 US · EN-US · 19 episodes
Established thought leaders with verified media credentials.
What’s the real story behind building and managing significant wealth? Welcome to the G360 Wealth Podcast, hosted by Generation Capital Advisors. Whether you are a first-generation wealth builder striving to create a legacy or part of a multi-generational family looking to preserve and grow your resources, the G360 Wealth Podcast is your guide to navigating the complex world of wealth management. Through a series of engaging mini-series and guest professionals, we’ll dive into topics that educate, inspire, and empower you to take control of your financial future. This series is dedicated to helping you develop the tools and confidence to make informed decisions about your personal and family finances.
Generation Capital Advisors hosts G360 Wealth Podcast, a business show with 19 episodes published.
Should you use a donor-advised fund or a private foundation? How can you give appreciated stock more tax efficiently while creating a lasting family legacy? As charitable planning becomes more sophisticated, choosing the
Most investors think their only option for cash is to sell something. What if that’s not actually true? In this episode, Rex Berger sits down with Joseph Wang of SyntheticFi to discuss a strategy that has quietly been us
What if chasing tax savings is actually costing you more than you think? In this episode, Rex Berger and Sam Diarbakerly sit down with Brent Sullivan, founder of Tax Alpha Insider, to unpack what tax alpha really means a
You built the position. You watched it grow. Now the question is not how high it can go, but how much risk you are willing to take. In this episode of the G360 Wealth Podcast, Sam Diarbakerly sits down with Jake Marriott
What happens when your balance sheet grows faster than your family conversations? For many successful entrepreneurs and executives, the biggest question is not how to grow wealth, but how to pass it on without losing wha
If you have equity comp at work and you are not sure what you actually “have”, or what it could cost you at tax time, this episode will help you get oriented fast. Sam Diarbakerly sits down with Jeffrey Krueger, CPA, CFP
What do you do when your biggest investment win becomes your biggest portfolio risk? In this episode of the G360 Wealth Podcast, Sam Diarbakerly sits down with Jack Vogel, Co-CIO of Alpha Architect, to unpack one of the
What happens when your balance sheet grows faster than your family conversations? For many successful entrepreneurs and executives, the biggest question is not how to grow wealth, but how to pass it on without losing wha
Most business owners spend years building the company, then treat the sale like it will “just work out.” In this episode, Sam Diarbakerly sits down with Kurt Steinkrauss, Partner at Mintz-Levin, to talk about what actual
Managing a concentrated stock position or preparing for a significant tax year can create complex planning decisions. This episode outlines a practical framework for using direct indexing to support diversification, redu
When the market is shifting faster than most people can keep up, the real risk isn’t volatility; it is holding on to outdated assumptions. Rex Berger sits down with David Wagner from Aptus Capital Advisors to break down
Concentrated stock positions can supercharge wealth creation or quietly threaten it. Rex and Sam break down the proven strategies that help you diversify smartly and protect your financial plan. In this episode of the G3
How do discipline, innovation, and access to opportunity shape the future of wealth? In this episode of the G360 Wealth Podcast, Sam Diarbakerly sits down with Christopher Zook, Founder and Chairman of CAZ Investments. T
Giving Smarter: Real Strategies for Tax-Efficient Philanthropy If you’re donating cash to charity, you might be missing out on major tax benefits. In this episode of the G360 Wealth Podcast, Sam Diarbakerly sits down wit
Most business owners think of retirement plans as something their payroll provider sets up, and that’s where the missed opportunity begins. In this episode, Sam Diarbakerly talks with Jason Whitney, President of Whitney
What happens when families avoid the estate planning conversation? In this candid and insight-packed episode, host Sam Diarbakerly sits down with estate planning attorney Crosby Elliott to uncover the often-overlooked tr
Everyone has a private markets fund, what goes into selecting the best managers?? Phil Huber, Head of Portfolio Solutions at Cliffwater, joins the G360 Wealth Podcast to break down how private equity and credit can becom
There’s a quiet revolution reshaping how investors build wealth—and it’s not about chasing headlines or hype. Why are fewer companies going public, and what does that mean for you? What’s really happening under the surfa
Most wealth problems are not caused by one bad investment; they come from complexity that never gets cleaned up. In this episode, Matt Ackerman hosts a conversation with Samuel Diarbakerly to talk about why “simplificati
What’s the real story behind building and managing significant wealth? Welcome to the G360 Wealth Podcast, hosted by Generation Capital Advisors. Whether you are a first-generation wealth builder striving to create a leg
David Wagner
Aptus Capital Advisors
1 appearance on this show
Christopher Zook
Founder, Chairman, & Chief Investment Officer · CAZ Investments
1 appearance on this show
Phil Huber
Managing Director and head of portfolio solutions · Cliffwater
1 appearance on this show
Frank D. Paolini
Neil Gerber & Eisenberg
1 appearance on this show
Joseph Wang
SyntheticFi
1 appearance on this show
Brent Sullivan
Tax Alpha Insider
1 appearance on this show
Jake Marriott
Aptus Capital Advisors
1 appearance on this show
Brie Williams
State Street Global Advisors
2 appearances on this show
Jeffrey Krueger
Seaport Financial Partners
1 appearance on this show
Jack Vogel
Alpha Architect
1 appearance on this show
Kurt Steinkrauss
Mintz-Levin
1 appearance on this show
Jeff Murphy
Invesco
1 appearance on this show
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G360 Wealth Podcast is hosted by Generation Capital Advisors. The show is categorised under business and has published 19 episodes.
G360 Wealth Podcast has published 19 episodes.
G360 Wealth Podcast regularly covers business. It sits in the business category.
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Episodes of G360 Wealth Podcast average 39 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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