Best Wilmington Trust Podcasts (2024)

1
2024 Midyear Market and Economic Outlook 32:02

1h ago32:02

32:02

In this episode of "Capital Considerations," Tony is joined by Chief Economist Luke Tilley and Head of Investment Strategy Megan Shue to reflect on the surprises of the first half of 2024—particularly around inflation and economic growth—and project their cautiously optimistic market and economic expectations through the end of the year. For more i…

1
S7 E5: A New Thing in Human History 50:06

11m ago50:06

50:06

An age of invention and mass production, propelled by a new mechanism – the corporate research lab – leads to a surge in material wealth like the world has never seen. How does a new nation, the United States, overtake its parent as the leader of the surging capitalist order? And what does it all mean in the lives of ordinary people? By John Biewen…

1
S7 E4: Invisible Hand Guy? 57:57

6d ago57:57

57:57

Economic change happens in a cultural context. We trace the tectonic shifts in the Western mind that made capitalism thinkable – in part through a look at two Enlightenment thinkers: Baruch Spinoza and Adam Smith. (The real Smith, not the one held up as the patron saint of unfettered capitalism.). By John Biewen, with co-host Ellen McGirt. Intervie…

1
S7 E3: Ships, Swords, and Fences 52:13

14d ago52:13

52:13

From the voyages of Columbus and Vasco da Gama to colonial conquest and the Atlantic Slave Trade, to the privatization of land in western Europe: humanity’s turn toward the capitalist world we live in now. By John Biewen, with co-host Ellen McGirt. Interviews with Jayati Ghosh, Jason Hickel, Jessica Moody, Charisse Burden-Stelly, Silvia Federici, a…

1
Empowering the Family Through Wealth Education 8:29

19d ago8:29

8:29

As many successful families have learned over time, having a family wealth education plan in place for family members can be very empowering for the next generation. And when heirs feel empowered and engaged in the family’s legacy, a smooth transfer of wealth can result. Listen as Allison Pierce, wealth strategist for Wilmington Trust Emerald Famil…

1
The Hard Work of Business Transition: The Best Way Out is Always Through 9:57

19d ago9:57

9:57

Long-term financial planning considerations, family legacy concerns, income and estate tax ramifications, transaction structuring, community and workforce impact, legal documentation, along with the reality—and finality—of “letting go” typically make a business transition one of the most difficult things a business owner will ever do. Listen as Stu…

1
Using the College Planning Process to Springboard Messages About Values and Financial Literacy 10:21

19d ago10:21

10:21

It often requires an intentional effort from parents to uncover and take advantage of moments during a child’s upbringing to incorporate financial discussions and lessons. Listen as Jerry Inglet, senior family legacy advisor for Wilmington Trust’s Emerald Family Office & Advisory®, discusses how to leverage the preparation and decisions connected t…

1
This Ain’t My First Rodeo—The Value of Experienced Advisors in a Business Sale 7:09

19d ago7:09

7:09

For many entrepreneurs, selling a business is uncharted territory. Not surprisingly, engaging the right team of experienced advisors to assist in the transaction may elevate their chances of success. Listen as Stuart Smith, national director of Business Value Strategies for Wilmington Trust Emerald Family Office & Advisory,® discusses the value of …

1
Understanding State Residency Rules for Income Tax Purposes 9:19

18d ago9:19

9:19

Understanding state residency rules as an income tax planning strategy may be important for people who live in more than one state. But these rules can be complicated and tend to vary across states. Moreover, the state residency rules for trusts can be even more complex. In this podcast, Tom Kelley, national director of Income Tax Planning for Wilm…

1
Changing an Irrevocable Trust 8:20

19d ago8:20

8:20

There are good reasons a family may consider changing the terms of an irrevocable trust. For instance, maybe there has been a change in a beneficiary’s ability to manage family resources, or perhaps a new trustee was named. Fortunately, “irrevocable” does not necessarily mean set in stone. In this podcast, Jeff Wolken, national director of Delaware…

1
Paving the Way to Discussing Wealth and Legacy Plans with Family 12:10

19d ago12:10

12:10

Discussing wealth and legacy plans with family can be challenging and somewhat uncomfortable, especially when family members disagree about the goals. However, having open communication about the family’s heartfelt values and aspirations can help sustain a desired legacy through future generations. In this podcast, Julie Weiss, national director of…

1
What is the Corporate Transparency Act? 9:35

19d ago9:35

9:35

Business owners, tax planners, and anyone who works with business entities should understand the new obligations they will face next year under the Corporate Transparency Act—the most significant anti-money-laundering legislation since the Patriot Act in 2001. In this podcast, Kerry Reeves, director of Wealth Strategies for Wilmington Trust Emerald…

1
Naming a Trust as Beneficiary of a Retirement Plan 9:28

19d ago9:28

9:28

When retirees pass away before using all the assets in their retirement plans, the remaining funds in those accounts typically pass to a named beneficiary. In certain instances, naming a trust as beneficiary of the plan may be the most prudent course of action, particularly if the retiree wants oversight of the funds for the benefit of a minor chil…

1
Should parents consider differentiated inheritances for children? A podcast discussion of fair versus equal. 9:28

19d ago9:28

9:28

Parents with multiple children often grapple with issues around fairness and equality when structuring their estate plans. With intentional thought and communication, and sometimes a third-party facilitator, parents can strive to achieve their wishes where intentions are understood and negative impacts for a family are reduced as inheritances are d…

1
Choosing the Right Vehicle for your Charitable Giving 13:27

19d ago13:27

13:27

There are many different vehicles for charitable giving that can help support your objectives and create a philanthropic legacy. Charitable giving is an important discussion to have with your advisors to determine whether your charitable giving is best done individually or through a trust, a private foundation, donor advised fund, or another entity…

1
SECURE Act 2.0: What the New Law May Mean For You 8:24

19d ago8:24

8:24

The new SECURE Act 2.0, which passed into law last month, may have far reaching implications on retirement planning in the U.S. This “sequel” legislation builds upon many of the themes found in the prior Act, such as expanding access to retirement accounts in cases of hardship and moving the age when required minimum distributions begin. In this po…

1
Changing a Trust's Location (Situs) 7:10

19d ago7:10

7:10

The location, or situs, of someone’s personal trust may have a significant impact on how the trust is taxed and the flexible laws available to facilitate ongoing administration. Changing a trust’s situs can be as easy as changing the trustees to a more favorable location. Listen as Jeffrey Wolken, national director of Delaware Trust Planning Strate…

1
Irrevocable Life Insurance Trusts 9:53

19d ago9:53

9:53

For many individuals, the purchase of life insurance is designed to mitigate risks including replacing income in the event of a premature death, leaving a legacy for heirs, and providing a source of liquidity for the payment of estate taxes. For those focused on the last of those risks – providing a source of liquidity for estate taxes – it can be …

1
China's Economic Engine: Strategies and Global Impact 33:54

15d ago33:54

33:54

Why is it important to stay focused on the data in order to make informed investment decisions? Listen as Chief Investment Officer Tony Roth speaks again with Shehzad Qazi from China Beige Book about the challenges the Chinese economy is facing. They examine three obstacles: global supply-chain dynamics; the struggle to boost domestic consumption a…

1
S7 E2: BC: Before Capitalism 47:04

21d ago47:04

47:04

To fully grasp capitalism, it helps to understand the system it replaced – and the most meaningful differences between feudalism and capitalism. We visit the British Isles of the Middle Ages. By John Biewen, with co-host Ellen McGirt. Interviews with Karen Dempsey, Ben Jervis, and Eleanor Janega. Story editor: Loretta Williams. Music by Michelle Os…

1
S7 E1: Market Failure 37:06

23d ago37:06

37:06

Introduction to our 7th season: Capitalism. The world’s dominant economic system is on trial as it hasn’t been for at least half a century. Millions, young people especially, now see capitalism as the problem, not the solution. Others fear throwing out the baby with the bathwater. By John Biewen, with co-host Ellen McGirt. Interviews with John Full…

551
Season 7 Trailer: Capitalism 4:05

1M ago4:05

4:05

Welcome to Season 7: Capitalism. The world's dominant economic system is on trial as it hasn't been for at least half a century. This season tells the story of capitalism -- how people with power built and shaped it over time. We'll also explore what to do now that many people see capitalism as the problem, not the solution. Produced by host/produc…

1
Crypto for the Masses: Will It Become an Everyday Currency? 29:55

1M ago29:55

29:55

With cryptocurrencies—and Bitcoin (BTC) in particular—back in the news and driving markets, Tony sat down with portfolio manager Jason Lee to discuss hot topics such as, what is BTC “halving” and why is it important; what the differences are between owning spot BTC exchange-traded funds vs. owning BTC directly; and the challenges BTC confronts in b…

1
Bonus: Long Shadow, In Guns We Trust 42:11

2M ago42:11

42:11

As we get ready to launch our Season 7, a bonus episode from another podcast we think our listeners will want to hear: Long Shadow. Episode 1 of its newest season, In Guns We Trust, with host Garrett Graff. Mass shootings have plagued the U.S. for generations. But in 1999, when shots rang out in a suburban Denver school, it was different. What chan…

1
Navigating the Economic Terrain: Soft Landing or Inflation Obstacle Course? 42:25

3M ago42:25

42:25

Chief Investment Officer Tony Roth, Head of Investment Strategy Meghan Shue, and Chief Economist Luke Tilley discuss the twists and turns of the market and economy while keeping their eyes peeled for opportunities in the face of persistent obstacles, such as inflation. Discover why they believe that although equity values may seem fairly priced, th…

1
Canvas and Capital: Exploring Art as an Investment 30:55

4M ago30:55

30:55

We are revisiting a previous episode of Capital Considerations where I explored the intersection of art and finance with Charlie Banta, former board president of the Buffalo AKG Art Museum. During our discussion, we spoke about the intricacies of investing in art, how certain high-value assets can appreciate in value long term, and the possibility …

1
S6 E5: A Way Forward 58:18

5M ago58:18

58:18

What would it take, and what would it even mean, to heal from a wound like the Wilmington massacre and coup of 1898 — or from centuries of white supremacist violence, disenfranchisement, and theft? An exploration of that question with community members in Wilmington, and experts on restorative justice and reparations. By Michael A. Betts, II and Jo…

1
S6 E4: The Forgetting 48:32

6M ago48:32

48:32

After the massacre and coup of November 10, 1898, white supremacists in North Carolina soon finished the job of disenfranchising Black citizens and instituting Jim Crow segregation. They also took control of the narrative. A new propaganda campaign, the one after the fact, succeeded for a century – even as several Black writers tried to tell the tr…

1
2024 Capital Markets Forecast 41:06

6M ago41:06

41:06

During a recent event in New York City Chief Investment Officer Tony Roth, Head of Investment Strategy Meghan Shue, and Chief Economist Luke Tilley discussed their 2024 Capital Markets Forecast, the team's economic and investment outlook for the year ahead. During the in-depth discussion, which was moderated by CNBC's Sue Herera, they shared their …

1
S6 E3: A Day of Blood 38:21

6M ago38:21

38:21

On November 1898, North Carolina Democrats won a sweeping victory at the polls – confirming the success of their campaign based on white supremacy, intimidation, and fraud. But in Wilmington, the state’s largest city, white supremacist leaders were not satisfied. This episode tells what happened on November 10, 1898, in Wilmington: a massacre of Bl…

1
S6 E2: Crying "Negro Rule" 29:12

6M ago29:12

29:12

By 1898, two decades after the end of Reconstruction, white elites, backed by violent terror groups, have installed Jim Crow across most of the South. North Carolina, led by its largest city, Wilmington, is different. A Fusion coalition, made up of mostly-Black Republicans and mostly-White members of the Populist Party, controls the city and state …

3051
S6 E1: What Was Lost 40:12

6M ago40:12

40:12

This series tells the story of the only successful coup d’etat in U.S. history, and the white supremacist massacre that went with it. It happened in Wilmington, North Carolina in November 1898. But before we get to that story, we explore the surprising world of Wilmington in the 19th century – the world that the massacre and coup violently destroye…

1
Season 6 Trailer: Echoes of a Coup 2:48

7M ago2:48

2:48

Introduction to Season 6, a series co-produced by Michael A. Betts II and Scene on Radio producer and host John Biewen, with story editor Loretta Williams. Music by Kevin MacLeod, Okaya, and Lucas Biewen. Echoes of a Coup is a project of America’s Hallowed Ground and Scene on Radio, from the Kenan Institute for Ethics at Duke University.…

1
Canvas and Capital: Exploring Art as an Investment 30:14

8M ago30:14

30:14

Are you looking to add value to your portfolio through nontraditional means? Chief Investment Officer, Tony Roth, explores the fascinating intersection of art and finance with special guest Charlie Banta. Listen as they explore the intricacies of investing in art and discuss the factors that make certain pieces rise in value over time. The conversa…

1
Electric Vehicles: The path to a greener tomorrow? 40:08

8M ago40:08

40:08

As the world grapples with climate change and the need to reduce greenhouse gas emissions, many ask if EVs are a promising solution? Listen as Chief Investment Officer Tony Roth and Corey Cantor, electric vehicle associate at BloombergNEF, discuss the lifecycle analysis of EVs, from battery production to charging sources. They also delve into inves…

1
Election 2024 Countdown: Economic, Market & Geopolitical Risks in the Year Ahead 35:31

8M ago35:31

35:31

With the recent stressors on the stock market, Chief Investment Officer Tony Roth, Chief Economist Luke Tilley, and Head of Investment Strategy Meghan Shue reflect on the tumultuous months leading up to our discussion and put into context the crucial factors shaping the landscape for the fourth quarter and beyond, counting down to Election Day 2024…

1
Cybersecurity: Safeguarding the Digital Frontier 38:44

9M ago38:44

38:44

In this episode of Capital Considerations, Tony Roth discusses the crucial topic of cybersecurity with Eric Trexler, senior vice president at Palo Alto Networks. Together they shed light on the ever-evolving threats that individuals and businesses face in the digital age. Should two-factor authentication and password management be commonplace and w…

Podcasts Worth a Listen

Wilmington Trust Podcasts

Podcasts Worth a Listen

Quick Reference Guide