Freeing Advisors to Build the Practice of Their Dreams
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Contact path
Verified email
Booking probability
34%
Guest openness
Selective
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Signup to Generate a PitchRecent episodes include "“The War Is Over and the Wirehouses Lost” | Jim Gold on Wall Street’s Shakeup" (29 October 2026, 31 minutes), "What If This Is the Worst Time to Retire?" (22 October 2026, 29 minutes), and "The Most Game-Changing Company in Wealth with Jason Wenk" (15 October 2026, 50 minutes).
Talking Wealth publishes roughly weekly, with episodes averaging 34 minutes.
Booking probability for Talking Wealth is 34%, and the host is rated Selective on guests. Talking Wealth requires a Pod Score of 80 or higher. Talking Wealth's contact route on record: verified email.
The strongest fits for Talking Wealth are Investing & Wealth Management and Investment Banking & Trading. Talking Wealth has a business audience.
Talking Wealth is a business podcast.
Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.
Talking Wealth
Wealth management firms are being bought and merged at a record pace, and a generation of advisors is preparing to sell their practices. What does all this consolidation mean for advisors, and for the investors who...
Talking Wealth
On this episode of Talking Wealth, Ben Carlson is joined by Christine Benz, Director of Personal Finance and Retirement Planning at Morningstar, to discuss one of the biggest fears facing retirees: what if this turns...
Talking Wealth
On this episode of Talking Wealth, Josh Brown joins Jason Wenk, founder and CEO of Altruist, live on stage in Brooklyn as they interview each other about how Josh first wrote off Altruist as just another new custodian...
Talking Wealth
On this episode of Talking Wealth, Michael Batnick is joined by Brent Sullivan, author of Tax Alpha Insider, to discuss the growing scrutiny around tax-aware investing strategies. They break down new Treasury and IRS...
Talking Wealth
On this episode of Talking Wealth, Josh Brown is joined by Roger Paradiso, Executive Chairman at O’Shaughnessy Asset Management, to discuss: how advisors can use custom client portfolios, how to use different...
Talking Wealth
On this episode of Talking Wealth, Josh Brown is joined by economist and author Allison Schrager to discuss her new book Worth the Risk and why Americans have become more risk-averse even as the world has become safer...
Talking Wealth
On this episode of Talking Wealth, Ben Carlson is joined by Nick Maggiulli of Of Dollars and Data to discuss the growing popularity of tax-aware long/short strategies and when they actually make sense for investors...
Talking Wealth
On this episode of Talking Wealth, Michael Batnick is joined by David Armstrong from WealthManagement.com to discuss two stories that reveal the risks of building your business on platforms you don’t control. They break...
Talking Wealth
On this episode of Talking Wealth, Ben Carlson is joined by Will Bergen from Canvas to discuss the Canvas Managed Options program to break down how advisors can use managed options strategies to address real-world...
Talking Wealth
On this episode of Talking Wealth, Michael Batnick sits down with Robb Baldwin, CEO of TradePMR, to discuss the evolution of the RIA custody business and what comes next now that TradePMR is part of Robinhood. Robb...
Talking Wealth
On this episode of Talking Wealth, Joseph Moore, author of How to Get Rich in American History, joins Ben Carlson to discuss 300 years of financial advice. What works, what doesn’t, and how our ideas about building...
Talking Wealth
How much money do you actually need to start an RIA? On this episode of Talking Wealth, Michael Batnick asked Tobias Salinger, Chief Correspondent at Financial Planning, who has probably talked to more first year firm...
Talking Wealth
Is the traditional 60/40 portfolio too conservative for retirement? On this episode of Ben with Benefits, Ben Carlson sits down with Bob Pozen, Senior Lecturer at MIT Sloan, former executive at Fidelity and MFS, and...
Talking Wealth
ETFs have completely transformed how we invest for our clients. Cheaper, more tax-efficient, more transparent — it's been one of the great wins for investors over the last twenty-five years. But folks, we are not in...
Talking Wealth
On this episode of Talking Wealth, Ben Carlson sits down with Brian Portnoy, founder and CEO of Shaping Wealth and author of The Geometry of Wealth, to discuss the psychology behind great financial advice. They explore...
Talking Wealth
<p>On this episode of Talking Wealth, Josh Brown sits down with Onur Erzan, President of AllianceBernstein, to discuss what it really takes to serve America's ultra-high-net-worth families.</p> <p><br></p> <p>They...
Talking Wealth
On this episode of Talking Wealth, Josh Brown sits down with Onur Erzan, President of AllianceBernstein, to discuss what it really takes to serve America's ultra-high-net-worth families. They explore how wealth...
Talking Wealth
Jon Stein founded Betterment — one of the first companies to deliver real financial advice to the mass affluent at scale. Now he's back with a new company, Warmer, a platform for helping people find the right human...
Talking Wealth
<p>Jon Stein founded Betterment — one of the first companies to deliver real financial advice to the mass affluent at scale. Now he's back with a new company, Warmer, a platform for helping people find the right human...
Talking Wealth
On this episode of Talking Wealth, Ben Carlson is joined by David Lau, founder and CEO of DPL Financial Partners. They discuss the evolving role of insurance and annuities in financial planning, why many advisors remain...
Recent guests on Talking Wealth. Study who booked and why before you pitch.
Director of Personal Finance and Retirement Planning at Morningstar, Morningstar, Inc.
Pension Economist, Bloomberg Opinion Contributor & Senior Fellow at the Manhattan Institute, Manhattan Institute
Author of Just Keep Buying: Proven Ways to Save Money and Build Your Wealth; Creator of DollarsandData.com, Ritholtz Wealth Management LLC
DPM, MD, PhD Distinguished Professor of Surgery and Neurological Surgery, Keck School of Medicine of the University of California
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