Wealthyist, the podcast that discusses the lifestyles, choices, and strategies of the wealthy. Each week, the Annex Private Client team talks to experts in a variety of areas to discuss trends and paths visited by people who have built or are in the process of building significant wealth.
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Contact path
Verified email
Booking probability
33%
Guest openness
Selective
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Signup to Generate a PitchWealthyist, the podcast that discusses the lifestyles, choices, and strategies of the wealthy. Each week, the Annex Private Client team talks to experts in a variety of areas to discuss trends and paths visited by people who have built or are in the process of building significant wealth.
Wealthyist is hosted by Annex Wealth Management. The show has published 83 episodes to date.
Recent episodes include "Wealthyist E81 |What Do I Want This Money to Do? From Accumulation to Intention with Deanna Tillisch" (16 October 2026, 26 minutes), "Wealthyist E77 | Selling Your Business: Is Your Company Worth What You Think? Don't Be Surprised" (2 October 2026, 15 minutes), and "Wealthyist E77 | 2026 Year-End Tax Planning: The Sunset That Never Came" (25 September 2026, 18 minutes).
Wealthyist publishes roughly weekly, with episodes averaging 26 minutes across 83 episodes.
Booking probability for Wealthyist is 33%, and the host is rated Selective on guests. Wealthyist requires a Pod Score of 80 or higher. Wealthyist's contact route on record: verified email.
The strongest fits for Wealthyist are Investing & Wealth Management and Investment Banking & Trading. Wealthyist has a society audience.
Annex Wealth Management hosts Wealthyist, a society show with 83 episodes published.
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Episode #83
In this episode of Wealthyist (from Annex Wealth Management), host DeAnne Phillips sits down with Deanna Tillisch, a longtime philanthropy and community leader who previously ran the Northwestern Mutual Foundation and...
Episode #81
Most owners know they should have an exit plan. Fewer than half do, usually because they do not know where to start. Brian Lambourne talks with Amy Kiiskila, Director of Wealth Strategies for Annex Private Client, about...
Episode #80
This week on Wealthyist, Kent Haleen sits down with Jenny Jesse, manager of Annex’s financial planning team and lead author of the firm’s year-end guide, Turning the Page on 2026. Jenny traces her path from intern to...
Episode #79
Qualified Opportunity Zones (QOZs), created by the 2017 Tax Cuts and Jobs Act, let investors roll capital gains (from stocks, a business sale, real estate, or other assets) into a Qualified Opportunity Fund within 180...
Episode #78
In this replay of Wealthyist Episode 44, host Anthony Mlachnik sits down with Andy Oliver, a 30-year finance veteran, two-time business founder/exiter, and partner at Oak Hill Business Partners, a boutique consulting...
Episode #77
On this week's Wealthyist, Tom Parks of Annex Wealth Management talks with Matt Reimer, U.S. director of Nerpa Travel, about how high earners can use travel as more than a reward or a padded escape. Nerpa is named after...
Episode #76
Kent Halleen, wealth manager for Annex Private Client, sits down with Bret Achtenhagen, president and CEO of Seasonal Services, the Wisconsin landscaping firm he launched in 1994 with a truck, a tractor, and a newly...
Episode #75
In this episode of Wealthyist, host Deanne Phillips talks with Griselda Aldrete, founder and CEO of Star Sports Consulting Group and Andretti Law and Consulting. Aldrete’s work sits at the intersection of law, business...
Episode #74
On this episode of Wealthyist, host Anthony Mlachnik (senior wealth advisor) sits down with Mike Chirchirillo—certified trainer, functional medicine health coach, co-owner of Collective Flow Milwaukee, and manufacturing...
Episode #73
In this episode of Wealthyist, financial planning manager Tom Berkholtz sits down with senior wealth strategist Brian Lamborne of Annex Private Client to demystify Employee Stock Ownership Plans (ESOPs) What an ESOP...
Episode #72
In this episode of Wealthyist, host Brian Lamborne (Senior Wealth Wtrategist) sits down with Tom Berkholtz (Manager of Financial Planning at Annex Wealth Management) for a clear, practical breakdown of restricted stock...
Episode #71
In this episode of Wealthiest, host Anthony Mlachnik sits down with Gunnar Crowell, Senior Advisor of Charitable Estate Planning for the American Heart Association. Gunnar shares his journey from college football...
Episode #70
In this episode of Wealthyist, host Austin Grandinetti sits down with Amber Kolacki-Hake, designer at Wise Design Builders, to explore how affluent homeowners in the Lake Country area (and beyond) are thoughtfully...
Episode #69
The episode of Wealthyist (the podcast exploring the lifestyles, choices, and strategies of the wealthy, produced by Annex Wealth Management) features host Tom Parks , Director of Retirement Plan Services, interviewing...
Episode #68
In this episode of Wealthyist , host Kent Halleen sits down with Freddie Hoppe, co-owner and sales manager of Hoppe Tree Service and a third-generation arborist whose family business dates back to 1972. They explore how...
Episode #67
In this episode of Wealthyist , host Greg Batiansila sits down with Tom Parks, Director of Retirement Plan Services at Annex Wealth Management. Tom leads Annex’s 401(k) advisory team and brings over 25 years of...
Episode #66
In this episode of Wealthyist , hosts Tom Berkholtz (CFP®, EA, ECA) and Eric Strom (CFP®, EA) break down the critical difference between tax preparation and tax planning — and why the distinction matters more than ever...
Episode #65
Are Beneficiary Designations Undermining Your Estate Plan? Beneficiary designations are contractual instructions you give to financial institutions about who receives assets in accounts like: IRAs, Roth IRAs, 401(k)s...
Episode #61
In this episode, host Austin Grandinetti sits down with Ashley Kuehnel of Midwestern Bride and Koryn Bennett of Ivy Lane Photo Company . The conversation dives into the evolving world of luxury and premium weddings...
Episode #64
In this engaging Wealthyist episode, host Kent Haleen and co-host David Panitzke (both proud new owners of the same-year manual-transmission Corvettes) welcome Jay Shiek , aka Jay the Car Guy — a passionate collector...
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