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Hosted by Roy Sherman · 🇺🇸 US · EN · 35 episodes
Established thought leaders with verified media credentials.
For families with significant wealth, the hardest questions are not always financial. The Wealth and Family Podcast examines how entrepreneurs, high earners, and their children navigate privilege, pressure, and purpose, with practical discussions about preparing the next generation and building wealth that strengthens families, not strains them.
Roy Sherman hosts Wealth and Family Podcast, a business show with 35 episodes published.
This episode explores the debate of nature vs. nurture in shaping money habits, delving into the influence of genetics, family, and environment. It also revisits the marshmallow test and discusses the role of parental in
This episodes emphasizes the importance of redundancy and risk management in financial and life stability. It explores the differences between efficiency and resilience in financial management and highlights the need for
This episode explores the risks and challenges associated with wealth management, using the stories of the Vanderbilt and Stroh families as examples. It emphasizes the importance of long-term risk management, governance,
Exit planning goes beyond the wire transfer, as it brings about a need to find purpose and meaning. Post-exit, the challenge lies in managing time, commitments, and finding irreplaceable aspects of life. Crafting and irr
The conversation delves into the concept of tax diversification and its importance in financial planning. It emphasizes the need for flexibility and strategic planning to achieve tax efficiency and mitigate future tax bu
Roy shares his experience with a small investment in a private placement, highlighting the importance of position sizing and ongoing monitoring in private investments. He discusses the impact of COVID on the investment,
The conversation delves into the complexities of planning for the next generation's inheritance, addressing concerns about protection, control, and tax implications. It explores the dilemma of decision-making and the dyn
The conversation explores the challenges of managing wealth and the reluctance to seek help. It emphasizes the compounding complexity of wealth and the importance of addressing problems early to avoid severe consequences
In a world dominated by AI and digital interactions, the importance of in-person communication and face-to-face interactions is becoming increasingly important, especially to HNW families. The rise of AI-driven interacti
This episode explores the impact of financial illiteracy on inherited wealth, highlighting the slow and invisible nature of its effects. It delves into the illusion of control in high net worth environments and the impor
The conversation delves into the illusion of financial harmony, the fragility of financial knowledge, preparing for the unexpected, starting the financial conversation, and the goal of partnership in financial planning.
Today we explore the nature of financial problems, the transition to high net worth status, the trade-offs in financial decisions, the illusion of a perfect answer, and earning the right problems. It emphasizes the compl
This episode discusses the potential pitfalls of investing in real estate through a self-directed IRA, highlighting the tax implications and long-term consequences. It emphasizes the importance of strategic asset locatio
I discuss seven key moves for self-employed individuals to plan for the long term, covering entity selection, retirement planning, spousal participation, HSA strategy, accountable plan, family wealth transition, and real
This episode discusses the impact of financial preparation and estate planning on family outcomes. It compares two family situations and highlights the importance of financial education, estate planning, and communicatio
Wealthy parents worry about the impact of comfort on their children's resilience and problem-solving skills. Creating structured problems, ownership, and exposure to challenge are essential for child development. Wealth
This episode explores the limitations of AI financial planning and the importance of nuanced human financial planning. It delves into the process of prompting financial planning questions and the subsequent limitations a
Estate planning involves more than just equal division of assets. Tax implications, family dynamics, and long-term outcomes must be considered. Precision in planning is important, but not always achievable.
This episode discusses the implications of using variable annuities as a wealth management tool, highlighting the hidden tax issues and long-term considerations. It emphasizes the importance of strategic planning and the
This episode explores the significance of wealth transfer timing, emphasizing the benefits and concerns of early gifting. It delves into the impact of early gifting on individuals and families, highlighting the importanc
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Wealth and Family Podcast is hosted by Roy Sherman. The show is categorised under business (kids) and has published 35 episodes.
Wealth and Family Podcast has published 35 episodes.
Wealth and Family Podcast regularly covers business, kids, family. It sits in the business category, with a kids focus.
Wealth and Family Podcast is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
Wealth and Family Podcast hasn't explicitly signalled guest openness in recent episodes. That doesn't rule out pitching. your hook just needs to be especially compelling and relevant to their recent content.
Episodes of Wealth and Family Podcast average 7 minutes. a focused format where a clear narrative arc and tight preparation matter most.
Our data rates Wealth and Family Podcast's guest bar at 81/100 (Premium tier). Established thought leaders with verified media credentials. Sign in to PitchCentric to see how your own Pod Score compares against this show.
Methodology. Booking Probability™ blends Listen Score, 30-day Virality, open-to-guests detection, and Apple ratings. Data refreshed every 60 minutes. Listen Score and Booking Probability are calculated by PitchCentric. Last enriched 5 days ago.