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Thoughts from the Ledge

Hosted by Grey Ledge Advisors · business · EN-US

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About this Podcast:

Thoughts from the Ledge, hosted by Grey Ledge Advisors, updates you on current market trends and conditions and issues you should be considering when investing into your 401(k), wealth management plan, or prefunding.

Pitch Analysis

Required Pod Score for this podcast. PitchCentric checks your profile against host openness, topical fit, and audience signals before you generate a pitch.

Contact path

Public web form

Booking probability

30%

Guest openness

Selective

80/100
Required Score

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Questions about Thoughts from the Ledge

What is Thoughts from the Ledge about?

Thoughts from the Ledge, hosted by Grey Ledge Advisors, updates you on current market trends and conditions and issues you should be considering when investing into your 401(k), wealth management plan, or prefunding.

Who hosts Thoughts from the Ledge?

Thoughts from the Ledge is hosted by Grey Ledge Advisors. The show has published 30 episodes to date.

What has Thoughts from the Ledge covered recently?

Recent episodes include "EP30: Brant Walker on War, Inflation, and the AI Divide in the Market" (2 September 2026, 7 minutes), "EP29: Ted Reagle on Investing When the Market Hits an All Time High" (20 August 2026, 8 minutes), and "Mike Schulitz, CFP® and CAIA®, Navigating the Hidden Risks of Private Credit" (24 June 2026, 5 minutes).

How often does Thoughts from the Ledge publish?

Thoughts from the Ledge publishes roughly monthly, with episodes averaging 10 minutes across 30 episodes.

How hard is it to get booked on Thoughts from the Ledge?

Booking probability for Thoughts from the Ledge is 30%, and the host is rated Selective on guests. Thoughts from the Ledge requires a Pod Score of 80 or higher. Thoughts from the Ledge's contact route on record: public web form.

Who should pitch Thoughts from the Ledge?

The strongest fits for Thoughts from the Ledge are Investment Banking & Trading. Thoughts from the Ledge has a business audience.

About the host

Grey Ledge Advisors hosts Thoughts from the Ledge, a business podcast with 30 episodes published.

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Recent episodes

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

  • Episode #30

    EP30: Brant Walker on War, Inflation, and the AI Divide in the Market

    Sep 2, 20267 min

    Send us Fan Mail On this episode of Thoughts from the Ledge, Brant Walker joins the show to break down what's actually driving the headlines and the markets right now. The conversation covers the ripple effects of the...

  • Episode #29

    EP29: Ted Reagle on Investing When the Market Hits an All Time High

    Aug 20, 20268 min

    Send us Fan Mail With the market sitting near record highs, Ted Reagle joins the show to talk through what that actually means for investors and why it isn't a reason to panic. Ted explains why geopolitical shocks tend...

  • Thoughts from the Ledge

    Mike Schulitz, CFP® and CAIA®, Navigating the Hidden Risks of Private Credit

    Jun 24, 20265 minS0

    <p>Send us Fan Mail</p><p>In this episode of Thoughts from the Ledge, host Scott Albraccio sits down with Mike Shulitz, President and CEO of Gray Ledge Advisors, to look beyond the hype surrounding <b>private...

  • Thoughts from the Ledge

    Mike Schulitz, CFP® and CAIA®, Navigating the Hidden Risks of Private Credit

    Jun 24, 20265 min

    Send us Fan Mail In this episode of Thoughts from the Ledge , host Scott Albraccio sits down with Mike Shulitz, President and CEO of Gray Ledge Advisors, to look beyond the hype surrounding private credit . While the...

  • Thoughts from the Ledge

    Anthony Morgillo, Vice President & Wealth Management Advisor, On the Importance of Having a Financial Plan

    Jun 22, 20269 min

    Send us Fan Mail A retirement-ready budget is useful, but it is only one part of a larger planning conversation. In a recent Thoughts from the Ledge episode, Anthony Morgillo and Scott Albraccio focused on the...

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  • Thoughts from the Ledge

    Anthony Morgillo, Vice President & Wealth Management Advisor, On the Importance of Having a Financial Plan

    Jun 22, 20269 minS0

    <p>Send us Fan Mail</p><p>A retirement-ready budget is useful, but it is only one part of a larger planning conversation. In a recent Thoughts from the Ledge episode, Anthony Morgillo and Scott Albraccio focused on the...

  • Thoughts from the Ledge

    Manish Sharma CFA, and Investment Analyst for Grey Ledge speaks about Direct Indexing and

    Dec 16, 202412 minS0

    <p>Send us Fan Mail</p><p>Manish speaks to the advantages to Direct Indexing accounts and Tax Loss harvesting and future Fed move in Q4 and Q1 of 2025.</p>

  • Thoughts from the Ledge

    Ted Reagle, Vice President Talks About Election Impact to The Markets

    Nov 13, 20247 minS0

    <p>Send us Fan Mail</p><p>In this episode Ted Reagle discusses the impact of an election on investors portfolios and looks back over 17 years and reinforces the fact investing should be dispassionate about politics and...

  • Thoughts from the Ledge

    Brant Walker, Chief Investment Strategist with Grey Ledge Advisors Address Discusses topics relating to the Presidential Election, IPOs, AI and Sector Weighting

    Nov 8, 202410 minS0

    <p>Send us Fan Mail</p><p>Brant shares his thoughts on Q4 and corporate earnings outlook and how AI will impact productivity going forward. Then touches on Sector Weighting, IPOs and their volatility and finally what...

  • Thoughts from the Ledge

    Ted Reagle, Vice President with Grey Ledge Advisors demystifies Mutual Funds & ETF's

    Jul 8, 202411 minS0

    <p>Send us Fan Mail</p>

  • Thoughts from the Ledge

    Brant Walker, Chief Investment Strategist with Grey Ledge Advisors discusses what quality means to investors

    May 6, 202410 minS0

    <p>Send us Fan Mail</p><p>Brant Walker, our Chief Investment Strategist, joins the show to discuss how companies with economic “moats” tend to perform better over the long run since they often create a recurring revenue...

  • Thoughts from the Ledge

    Anthony Morgillo, Vice President Grey Ledge Advisors talks about 401(k) Rollovers

    May 6, 202412 minS0

    <p>Send us Fan Mail</p>

  • Thoughts from the Ledge

    Manish Sharma, CFA with Grey Ledge Advisors discusses Crypto world

    May 6, 202411 minS0

    <p>Send us Fan Mail</p><p><b>Manish Sharma, CFA, Financial Analyst, talks about the cryptocurrency market and whether Grey Ledge feels this is a good investment option for our clients. He also discusses exchange traded...

  • Thoughts from the Ledge

    Gary Glassman, CPA From Burzenski & Company, speaks to the benefits of a business of having a 401(k) and how having a financial profile today, helps guide you to a comfortable retirement.

    May 6, 202423 minS0

    <p>Send us Fan Mail</p>

  • Thoughts from the Ledge

    Attractive Sectors/Geographies for Investment Opportunities in 2024

    Nov 17, 202313 minS0

    <p>Send us Fan Mail</p><p>Manish Sharma speaks to the sectors and geographical opportunities we see in 2024 for our clients. His discussion looks at the medium to long-term outlook.</p>

  • Thoughts from the Ledge

    4 Tips on Avoiding Financial Regrets in Retirement

    Nov 17, 202310 minS0

    <p>Send us Fan Mail</p><p>Financial regrets may be common, but they don’t have to be inevitable. And even if you have regrets about how you prepared for retirement, these errors don’t have to be permanent. There are...

  • Thoughts from the Ledge

    Make Charitable Donations Directly From IRA Accounts

    Nov 17, 20239 minS0

    <p>Send us Fan Mail</p><p>Ted Reagle discusses Qualified Charitable Donations (QCD), the opportunity for seniors (over age 70.5) to make charitable donations directly from IRA accounts helping to reduce taxes and help...

  • Thoughts from the Ledge

    What was Old, is New Again; The Resurgence of Cash Balance Plans

    Nov 17, 202312 minS0

    <p>Send us Fan Mail</p><p>Scott Albraccio and Grant Livingston from TRA discuss the benefits of using a Cash Balance Plan to fund a Buy Sell arrangement. The concept helps the purchaser pay for the company/practice...

  • Thoughts from the Ledge

    What is the Yield Curve Telling Us?

    Nov 17, 202312 minS0

    <p>Send us Fan Mail</p><p>Brant Walker discusses recent interest rate trends from 1/1/2022, when rates started rising from historically low levels.</p><p>The yield curve has been deeply inverted for a year and a half...

  • Thoughts from the Ledge

    Entrepreneurial Success Can Provide a Roadmap to Failure Once You Sell Your Business

    Jun 15, 20237 minS0

    <p>Send us Fan Mail</p><p>What made you a successful entrepreneur can lead to the loss of the capital you've received if you try and control everything like you did as a business owner. Ken Russell, President and CEO of...

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