Wealth Beyond Work

Wealth Beyond Work is a podcast that goes beyond the numbers — offering candid, behind-the-scenes conversations with professionals who shape, safeguard, and support the lives of high-net-worth individuals and families. Hosted by Zach Morris, founder of Paces Ferry Wealth Advisors, each episode explores a different angle of wealth, from technical strategies to the personal decisions that define a meaningful retirement.

Wealth Beyond Work is a business podcast hosted by Zach Morris, with 23 episodes on record and a Required Pod Score of 80.

Zach Morris hosts Wealth Beyond Work, a business show with 23 episodes published.

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  Episode #24

  Planning Ahead for Aging: Making Care Decisions Before a Crisis

  Oct 2, 202622 minS1

  Planning for the future involves more than finances - it also means thinking ahead about how and where you want to live as you age. In this episode, Zach Morris sits down with Bridgett Skelton from Skelton Care Management in Atlanta to discuss how families can approach aging and long-term care decisions before a crisis forces the conversation. From aging in place and assisted living to advance directives and care management, Bridgett shares practical considerations for navigating these important choices. Whether you're planning for your own future or helping aging parents, this conversation offers thoughtful insights to help your family prepare with greater clarity and confidence. Connect with Bridgett Skelton: https://skeltoncmc.com/ Work with Paces Ferry Wealth Advisors: https://info.pacesferrywealth.com/learn-about-us Download "Retirement By Design": https://www.wealthbeyondwork.com/retirement

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  Episode #23

  "Are You A Fiduciary?" Isn't Enough - Ask This Instead

  Sep 18, 202616 minS1

  Asking a financial advisor, "Are you a fiduciary?" sounds like a smart way to protect yourself—but the answer may not tell you nearly as much as you think. In this episode of Wealth Beyond Work, we explain why some advisors can truthfully call themselves fiduciaries while still earning commissions from certain recommendations. We break down the differences between fee-only advisors, broker-dealers, and insurance professionals, including how each may be compensated and where potential conflicts of interest can arise. We also examine why titles and credentials don't always reveal how someone operates—and why an annuity recommendation paying a substantial upfront commission deserves more scrutiny than a simple yes-or-no fiduciary question provides. Before hiring an advisor or purchasing a financial product, you need to understand who they work for, how they get paid, and whether they are required to act in your best interest throughout the entire relationship. You'll leave with practical questions you can ask to better evaluate any financial professional before trusting them with your retirement. Work with us: https://info.pacesferrywealth.com/learn-about-us Download "Retirement By Design": https://www.wealthbeyondwork.com/retirement

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  Episode #22

  Jack Metzger on AI: What's Changed and What Comes Next

  Aug 21, 202646 minS1

  Jack Metzger returns to the podcast to revisit one of our most popular topics: artificial intelligence. Since our last conversation, AI has continued to evolve rapidly, bringing new tools, capabilities, and questions about where the technology is headed. Zach Morris and Jack catch up on the latest developments and break down what they mean in approachable terms—from the rise of AI agents and increasingly capable models to the resources required to power them. They also explore open-source AI, regulation, energy demands, and what could shape the next chapter of AI. Work with us: https://info.pacesferrywealth.com/learn-about-us Download "Retirement By Design": https://www.wealthbeyondwork.com/retirement

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  Episode #21

  Cyber Security: Protecting Your Wealth in the Age of AI Scams

  Aug 11, 202646 minS1

  Cybersecurity expert Robert Siciliano joins Zach Morris to explore why today's biggest financial risk isn't always market volatility - it's deception. From AI-powered scams and voice cloning to phishing, "pig butchering," and digital fraud, Robert explains how criminals exploit human psychology to target even the most informed investors. Whether you're protecting your retirement savings, helping aging parents safeguard their finances, or simply looking to stay one step ahead of today's evolving scams, this conversation offers practical insights to help you make more confident, informed decisions. Connect with Robert Siciliano: https://protectnowllc.com/ Work with us: https://info.pacesferrywealth.com/learn-about-us Download "Retirement By Design": https://www.wealthbeyondwork.com/retirement

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  Episode #20

  Probate Explained: What Every Family Needs to Know Before It's Too Late

  Jul 17, 202650 minS1

  Estate attorney Ritesh Patel of Cohen Pollock Merlin & Turner joins host Zach Morris to explain what really happens during probate - and why understanding the process can help families avoid costly mistakes. They break down the executor's role, common causes of probate delays, strategies to minimize complications, and when trusts, beneficiary designations, or joint ownership may (or may not) make sense. Ritesh also shares practical insights on protecting heirs, avoiding unintended estate planning consequences, tax considerations after a loved one's passing, and why online estate planning tools and AI-generated legal guidance can create more problems than they solve. Connect With Ritesh Email /// Website Phone: 770-857-4812 Download "Retirement By Design": https://bit.ly/RetirmentByDesignCRT Learn About Paces Ferry Wealth Advisors: https://bit.ly/AboutUsct

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