Best Charles P. Boinske, CFA Podcasts (2024)

1
Managing Risk and Conflict 35:17

2+ y ago35:17

35:17

On Episode 38 of The Wealth Cast, Charles Boinske talks to executive mentor Charles Scott about constructive conflict and informed risk taking. During Mr. Scott’s time as a director at Intel Capital, he guided Intel’s investment operations, which necessarily led to interpersonal conflict which needed to be resolved, and a systematic approach to man…

1
Make or Break: One Key Focus 45:52

2+ y ago45:52

45:52

On episode 37 of The Wealth Cast, Charles Boinske talks to Dan Barnett, the creator of Make or Break Execution, and current CEO and owner of The Primavera Company. Dan's experience in heading companies spans across several of the world's largest corporations, and it has informed his Make or Break strategy. He talks to Chas about the importance of d…

1
History Edition: Little Bighorn with Neil Mangum 50:48

2+ y ago50:48

50:48

Episode 36 of The Wealth Cast sees National Park historian Neil Mangum join Chas to discuss one of the most infamous military conflicts in American history, the Battle of Little Bighorn. General Custer’s defeat shook the foundations of the country, and for over a century, far less was known by establishment historians than should have been, due to …

1
Markets Work: Improving the Client Experience 34:29

2+ y ago34:29

34:29

On episode 35 of The Wealth Cast, Chas speaks to Dimensional Fund Advisors co-CEO, Dave Butler. Following a brief career in professional basketball, Dave worked at a Wall Street financial services firm. After a few years, in which he became disillusioned with the then-prevalent industry model, he moved to California and joined Dimensional, which wa…

1
Direct Indexing: A Paradigm Shift in Investment Management 30:49

2+ y ago30:49

30:49

On episode 34 of The Wealth Cast, Chas is joined by Dave Twardowski, Vice President and Head of Investment Strategy at Vise, an intelligent automation platform that delivers personalized investment solutions. Dave discusses how he works at the intersection of tech and finance and shares how direct indexing is transforming the industry. Get the full…

1
Transforming the Wealth Management Business 34:33

2+ y ago34:33

34:33

On episode 33 of The Wealth Cast, Chas speaks to Sebastian Jersch, CEO and founder of Neo Consult, a financial planning company based in Marburg, Germany. Sebastian discusses the long road still ahead of financial planners in Germany who, tired of the conflict created by “free” financial planning services, have established fee-only advice. He expla…

1
Analysis of Proposed Tax Law Changes for 2022 16:46

2+ y ago16:46

16:46

On episode 32 of The Wealth Cast, Chas is joined by Pat Runyen of Modera Wealth Management for a discussion on the potential changes to tax law that have been introduced by the House Ways and Means Committee. These changes may impact estate planning, capital gains rates, and more. Get the full show notes and more resources at TheWealthCast.com…

1
Wealth Cast Rewind: Evidence-Based Investing 32:47

3y ago32:47

32:47

Evidence-based investing is a core principle of being a good steward of your wealth. That is why Chas has selected his interview with Robin Powell for this Wealth Cast Rewind, to follow up on his previous episode on the Five Tenets of Evidence-Based Investing. An educated investor is a great investor. That is why investing should not be dependent o…

1
The Five Tenets of Evidence-Based Investing 12:31

3y ago12:31

12:31

On episode 30 of The Wealth Cast, Chas discusses the five tenets of evidence-based investing: markets work, diversification is your buddy, discipline is critical to your success, costs matter, and risk and return are related. He explains each, giving examples for how to apply them in your own portfolio management. Get the full show notes and more r…

1
Taxation: What's Next? 27:51

3y ago27:51

27:51

Rosalind Sutch of Drucker & Scaccetti joins Chas for episode 29 of The Wealth Cast, and she shares her insight into potential changes in tax law for 2021, as well as various tax-reducing strategies that will likely apply regardless of those changes. She discusses the utility of Donor-Advised Funds for charitable giving, the importance of coordinati…

1
On the Limits of Arbitrage - Ep 28 23:46

3y ago23:46

23:46

On episode 28 of The Wealth Cast, Eduardo Repetto of Avantis Investors joins Chas to discuss the Limits of Arbitrage, a concept which explains strange price action in the markets. With “meme stocks” such as GameStop and AMC showing unusual behavior over the past several months, Eduardo discusses how the Limits of Arbitrage impact the market's abili…

1
Risk, Patience, and Perseverance - Ep 27 32:16

3y ago32:16

32:16

On episode 27 of The Wealth Cast, Chas talks to Brian Tierney, CEO of Brian Communications, about the successes and setbacks he's faced in a long entrepreneurial career. He shares his deep marketing insights, what to do just as one's career is starting, stressing the importance of just jumping in feet first, and offers advice for people at any stag…

1
The Value in Value Investing - Ep 26 41:31

3y ago41:31

41:31

Apollo Lupescu returns to The Wealth Cast for episode 26, joining Chas Boinske to talk about value and small cap investing and their potential for increased returns in an investment portfolio. After simplifying the concepts for even beginning investors, they review the relevant risks and rewards, stressing the importance of staying the course, and …

1
Fly Fishing Edition - Ep 25 39:16

3y ago39:16

39:16

Chas hosts John Juracek, former owner of Blue Ribbon Flies in West Yellowstone, Montana, for this special fly fishing episode 25 of The Wealth Cast. They discuss John's journey and how he came to live and work in Yellowstone, the magic of Yellowstone and specifically of Firehole River, the history and traditions associated with fly fishing, and muc…

1
How to Be a Trusted Advisor - Ep 24 32:36

3y ago32:36

32:36

On Episode 24 of The Wealth Cast, Charles Green, co-author of The Trusted Advisor, joins Chas to discuss how to build trust in your relationships. Charlie has consulted with countless firms to help them build and improve client relationships. His methods, which use a Trust Quotient with several factors, are systematic in nature, and Chas has utiliz…

1
Leadership Under Any Circumstance - Ep 23 28:29

3+ y ago28:29

28:29

On Episode 23 of The Wealth Cast, Chas hosts former nuclear submarine commander Kevin Cheesebrough, Captain USN (Ret), PCC, who now serves as an executive leadership coach. They discuss how the skills Kevin developed in the Navy transferred into civilian life, from emotional intelligence, to managing data, to how important it is for leaders to trus…

1
An Evidence-Based Approach to Analyzing Success and Failure - Ep 22 30:22

3+ y ago30:22

30:22

On Episode 22 of The Wealth Cast, Chas is joined by Robert “Cujo” Teschner, former US Air Force fighter pilot and current CEO and chief consultant of VMax Consulting, which specializes in helping organizations build high-performing teams. Robert shares his insights about leadership, molding effective, fulfilled team members who “buy in,” and the im…

1
The Upper Limit Problem - Ep 21 25:02

3+ y ago25:02

25:02

On Episode 21 of The Wealth Cast, Chas talks with Gary Pica, founder of TruMethods, which specializes in concepts and advice for Managed Service Providers in IT to grow their businesses. The core of what's holding back all businesspeople is the “Upper Limit Problem,” what each of us believes we deserve. Gary talks about shattering that upper limit,…

1
Sticking to the Plan Through Tough Times with Apollo Lupescu - Ep 20 27:08

3+ y ago27:08

27:08

On Episode 20 of The Wealth Cast, Apollo Lupescu discusses 2020's financial wildness. He stresses that having a financial plan based in solid principles was the key in 2020—a year that ended up being a net gain for the financial markets. Apollo highlights the importance of advisors who do not merely facilitate, but keep a consistent message and the…

1
Pillars of Building a Resilient Company and Navigating Change - Ep 19 29:55

3+ y ago29:55

29:55

On Episode 19 of The Wealth Cast, the tables are turned! Charles is introduced by Tina Dietz, CEO and Founder of Twin Flames Studios, which produces The Wealth Cast. They discuss big news, the merger of Independence Advisors with Modera Wealth Management as of the beginning of 2021, and Chas shares many stories, including his trip to Germany on beh…

1
Tax Law in 2021 and Beyond with Michael McBratnie - Ep 18 19:05

3+ y ago19:05

19:05

The 2020 election has come and gone, which means uncertainty about the changing tax landscape. Michael McBratnie joins Chas to discuss what-if scenarios based on the Georgia runoff elections, as well as potential changes that may be occurring in tax law in 2021 and beyond and some ways to prepare for them. Get the full show notes and more resources…

1
Perfecting Your Growth Mindset with Scott Addis - Ep 17 21:02

3+ y ago21:02

21:02

Scott Addis of Beyond Insurance joins Chas to discuss his Growth Mindset Index, an important tool and key for personal and business growth. The five elements of a growth mindset are: Passion, emotional intelligence, drive, gratitude, and resilience. Scott also identifies three types of people relative to growth mindset: The quitter, the camper, and…

1
Roth IRA Conversions with Rachel Kieser - Ep 16 18:22

3+ y ago18:22

18:22

The current tax environment presents a unique opportunity for savvy personal investors to diversify their holdings and minimize their tax liabilities, especially given the uncertainty of future tax law. Chas Boinske and Pat Runyen talk with Rachel Kieser of Drucker & Scaccetti about the possibilities Roth IRA conversions may provide and discuss two…

1
Sidestepping Year-End Financial Pitfalls with Pat Runyen 17:32

3+ y ago17:32

17:32

On episode 15 of The Wealth Cast, Charles talks with colleague and partner Pat Runyen about year-end financial planning. They cover pro forma tax returns, the CARES Act, loan refinancing, charitable giving, estate planning, and more. Pat stresses the importance of anticipating both current events and potential future changes in tax law in order to …

1
The Viability of Sustainable Investing with Sam Adams - Ep 14 26:47

3+ y ago26:47

26:47

Sustainable investing, once something actively discouraged by many financial advisors, has become a hot topic in the investment world in recent years. Chas talks with Sam Adams, the CEO of Vert Asset Management, about exactly what sustainable investing is, how it has grown in the investment space, and the many opportunities to ethically invest in s…

1
Fly Fishing In West Yellowstone Throughout The Seasons With Cam Coffin 26:43

4y ago26:43

26:43

The pandemic has led many of us discovering and venturing into new hobbies that we otherwise wouldn’t have given a chance. Taking a detour in this episode, Charles P. Boinske talks about his favorite subject, fly fishing, with the owner and operator of Blue Ribbon Flies in West Yellowstone, Montana, Cam Coffin. Here, Cam talks about fishing in Yell…

1
Benchmarking And The Importance Of Having A Mission - Ep 12 36:01

4y ago36:01

36:01

In episode 12 of The Wealth Cast, Chas talks to Dr. Joseph Pica about the importance of having a clear mission in both personal and professional life. At the heart of this is making sure that one's own decisions are in line with the mission, because this is the best way to be successful. Get the full show notes and more resources at TheWealthCast.c…

1
Changing Your State and Local Tax Residency - Ep 11 41:08

4y ago41:08

41:08

Changing your residency is not as simple as packing your bags and moving into a new house. There are important tax considerations that you have to think about, especially if you want to avoid a heavy tax burden. Chas talks to Daniel Kelly, the senior associate in Hodgson Russ' Tax Practice, about the implications. Get the full show notes and more r…

1
Making a Case for Evidence-Based Investing with Robin Powell - Ep 09 32:43

4y ago32:43

32:43

An educated investor is a great investor. That is why investing should not be dependent on hunches and guesswork. Every deal should be considered and given the proper amount of time to learn about. Speaking about this very important subject, Charles P. Boinske, CFA interviews The Evidence-Based Investor, Robin Powell, to talk about evidence-based i…

1
A Father's Legacy Lives On - Ep 08 28:52

4y ago28:52

28:52

Non-profit Fred’s Footsteps honors the life and legacy of G. Fred DiBona, Jr., who was known and respected for his generous spirit and dedication to others. His daughter, Christine DiBona Lobley, heads up Fred's Footsteps in raising money to help families with seriously ill, injured or disabled children. In this episode, Christine shares some of th…

1
Fly Fishing Edition: George Daniel's Fly Fishing Journey - Ep 07 37:25

4y ago37:25

37:25

In considering financial health, you must also include your mental and emotional well being, ensuring a break from the demands of work and family. In this episode, George Daniel shares the inspiring story of how he turned his childhood passion for fly-fishing into an exciting and rewarding career. George is currently the director/lead instructor fo…

1
On a Humbling and Priceless Gift - Ep 06 25:51

4y ago25:51

25:51

Millions of people in the world are used to Western privilege with its opportunities, resources, money, and the best medical care. Yet millions more are born into a level of poverty that we cannot begin to comprehend. In this episode, Dr. Anthony Coletta, MD, MBA, shares his powerful story of taking his surgical skills into Haiti since 2007, and ho…

1
Shifting Challenges in the German Market - Ep 05 26:21

4y ago26:21

26:21

For many years, German banker, Christoph Kanzler, has been leading the charge in creating a greater distribution of wealth and equal opportunities for the people of Germany. As a strategic visionary, he creates a new understanding around the topics of investing, saving and capital markets. In this episode, Kanzler discusses the hard-won changes in …

1
Family Conversations About Wealth Transfer - Ep 04 24:10

4y ago24:10

24:10

For generations, people were brought up not to talk about money. But if you've accumulated wealth that you want to leave to your family, it's essential to break through those barriers and start communicating. In this episode, Jane Scaccetti, CPA and CEO of Drucker & Scaccetti, shares crucial information about why it is so important to be good stewa…

1
Leading Businesses Through Crisis - Ep 03 30:19

4y ago30:19

30:19

Greg Cleary is a Leadership Team Coach who specializes in helping companies scale up. With a reputation for results, he is one of the most in-demand, highly respected business coaches in the region. In this episode, Greg offers a powerful strategy that shifts stress and helps clients feel more in control, as well as sharing the four essential facto…

1
From Coal to Diamonds - Ep 02 20:41

4y ago20:41

20:41

With COVID-19 wreaking havoc on all aspects of life around the globe, we are facing financial uncertainty of epic proportions. The pressure of a volatile market leaves us wondering what's next. In this episode, Trusts and Estates Attorney, Michael McBratnie, offers insight into how to find and maximize opportunities during a significant economic do…

1
The Financial Implications of COVID-19 - Ep 01 39:31

4y ago39:31

39:31

While COVID-19 wreaks havoc on the economy, investors are particularly anxious and wondering what to do. With the added element of health concerns, this emotionally-charged situation makes financial decisions even trickier. In this inspiring episode, Apollo Lupescu, PhD and Vice President at Dimensional Fund Advisors, looks back on previous histori…

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Charles P. Boinske, CFA Podcasts

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