Best Wealth Enhancement Group Podcasts (2024)

1
47: $83B Investment Strategist Doug Huber of Wealth Enhancement Group on the Evolution of Manager Research | Balancing the Binary in Investment Management | Why Qualitative Matters in Due Diligence 51:32

20d ago51:32

51:32

Fund buyers know investing is more of an art than a math equation. Not convinced? After listening to this interview with Doug Huber, VP of Investment Strategy at Wealth Enhancement Group, you will be. Get a glimpse inside the mind of an allocator in part 3 of our Ask an Allocator series, where Stacy and Doug discuss: His Backstory – from car fanati…

1
A Conversation with Wealth Enhancement Group Senior Portfolio Manager Ayako Yoshioka 29:43

25d ago29:43

29:43

1
Opportunity Awaits: A Midyear Outlook 33:03

25m ago33:03

33:03

A special live episode from the Morningstar Investment Conference. Two of Morningstar Wealth’s investment leaders—Matt Wacher and Ricky Williamson—joined the show to help us dig into what’s already happened this year and where we may be headed. The topics covered included:• The Fed and where rates may be headed• Further discussion on fixed-income• …

1
$500 Million Female Led Fund Team Within a $65 B Multi-Boutique | Small Cap Growth Specialist Rayna Lesser Hannaway of Polen Capital on Owning Your Story | Why Culture and Qualitative Matter | How People ... 1:05:13

6d ago1:05:13

1:05:13

There’s nothing a woman in a power suit can’t do. Shake up a male-dominated industry? Check. Redefine leadership? Check. Inspire generations to come? Check. In this episode, Rayna Lesser Hannaway shares her inspiration for doing all of the above. Listen as Rayna and Stacy discuss: • Her backstory– from looking up to her fierce, go-getter lawyer mom…

1
A Conversation with Vanguard Charitable Chief Financial Officer Mark Froehlich 26:28

4d ago26:28

26:28

1
7.7.2024 I Ask Bruce and Peg Anything 42:50

6d ago42:50

42:50

This week, Bruce and Peg are opening the show to listener questions.

1
48: $4B RIA Platform Chief Behavioral Officer Brendan Frazier of RFG Advisory on the Power of People First | How Listening More Will Get You More Meetings | Why Salespeople Need to Drive Toward No 1:04:46

13d ago1:04:46

1:04:46

Most boutique firms strive to raise more funds and stay ahead of market trends. But they lack one key ingredient that the bigs have in their back pockets– behavioral finance expertise. Today, Brendan Frazier, Chief Behavioral Officer of the $4B RIA platform RFG Advisory, is here to level the playing field. Listen in as he and Stacy discuss: The uni…

1
6.30.2024 I 529 College Savings Plans 42:39

13d ago42:39

42:39

529 college savings plans can be one of the best ways to save for college. And they offer more choices and flexibility than they ever have before.

1
6.23.2024 I What WEG's Roundtable Can Do for You 42:40

23d ago42:40

42:40

By having direct access to Wealth Enhancement Group Roundtable™, you can benefit from a customized investment portfolio and a suite of “whole-life” planning strategies.

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46: Can Global Giants and Focused Specialists Co-Exist? | $500B Industry Think Tank CEO Dani Hristova of the Independent Investment Management Initiative on Building a Successful Boutique | Why Story is ... 56:53

27d ago56:53

56:53

There's room for everyone at the table in the fund world—not just the bigs, but have fund buyers gotten the memo? Thanks to champions like Dani Hristova, who are relentless about spotlighting the underdogs, fund buyers can thrive. As CEO of the Independent Investment Management Initiative–a networking group representing 45 firms and $500B in assets…

1
Wealth Management INVEST: Investing in Private Markets with a Fiduciary-First Approach 29:37

26d ago29:37

29:37

WealthManagement.com’s David Bodamer speaks with Jake Miller, Co-Founder and Chief Solutions Officer at Opto Investments, about the evolving landscape of private markets and how RIAs can leverage new strategies to benefit their clients. They touch on the opportunities and challenges within private equity, private credit, infrastructure, and real es…

1
6.16.2024 I How to Assemble a Team of Advisors 42:41

30d ago42:41

42:41

Having the right team in place is critical for preserving and growing your wealth. You don’t have to do it alone.

1
45: $700 Million Small Cap Credit Fund Manager Hunter Hayes of Intrepid Capital on Building a New Strategy Within a Successful Boutique | How Owning Your Different Unlocks Growth | Why Specializing is ... 58:51

1M ago58:51

58:51

If your analytical brain needs FACTS to back up the power of left-brain growth tactics, you’re in luck. Today's guest, Hunter Hayes, combines his classical piano training with impressive business sense, showing that there’s real power in combining art and science to edge ahead in the fund world. In this episode, he and Stacy discuss: His journey fr…

1
A Conversation with J.P. Morgan Retirement Insights Executive Director Sharon Carson 33:23

1M ago33:23

33:23

1
6.9.2024 I Avoiding Lifestyle Creep 42:52

1M ago42:52

42:52

Traditional IRA account owners have considerations to make before performing a Roth IRA conversion. These primarily include income tax consequences on the converted amount in the year of conversion, withdrawal limitations from a Roth IRA, and income limitations for future contributions to a Roth IRA. In addition, if you are required to take a requi…

1
44: $1.5B RIA Founder Chad Willardson of Pacific Capital on Entrepreneurship | How Your Authentic Story Can Fuel Growth | Why Mindset in Money Matters 48:09

1M ago48:09

48:09

The impressively bold mindset that drove Chad Willardson to leave behind a million-dollar salary and a top 1% client base to build his own firm from scratch is the same mindset that grew his firm to $1.5B AUM and earned him the status of 5X bestselling author. In fact, Chad’s story is proof that thinking like an entrepreneur can take you far in the…

1
A Conversation with American College of Financial Services Researchers Kaylee Ranck & Eric Ludwig 40:34

1M ago40:34

40:34

1
6.2.2024 I Ask Bruce and Peg Anything 42:58

1M ago42:58

42:58

This information is not intended as a recommendation. The opinions are subject to change at any time and no forecasts can be guaranteed. Investment decisions should always be made based on an investor's specific circumstances. Investing involves risk, including possible loss of principal.

1
43: $4B Boutique Co-Founder Rodney Herenton of Channing Capital Management on Building a Platform of Specialists | The Importance of Legacy in Asset Management | Why Differentiation is the Future | “Meet ... 50:59

2M ago50:59

50:59

With a $70 million seed investment and a vision, Rodney Herenton and his co-founder Wendell Mackey launched Channing Capital Management. This isn’t your typical startup story. This episode is a masterclass on differentiation, defying the odds, and the power of effective collaboration. Listen in as Rodney and Stacy discuss: ● The birth of Channing C…

1
A Conversation with Cetera Financial Group’s Head of Workplace & Retirement, Jon Anderson 33:10

2M ago33:10

33:10

1
42: $4B Family Office Co-Founder Khaled Said on Entrepreneurship | Why Story Is a Differentiator | How Collaboration, Creativity, and Courage Are Key to Serving Clients Well 1:02:05

2M ago1:02:05

1:02:05

The second generation in wealthy families could choose a safe path within the family business. But today's guest, Khaled Said, dared to pave his own way, co-founding Capital Generation Partners, a $4B London-based family office. While his choice to take the leap paid off, he didn’t gain success overnight. His backstory is filled with twists and tur…

1
Wealth Management INVEST: Wealth Enhancement Group’s Approach to Private Investments 26:52

2M ago26:52

26:52

WealthManagement.com’s David Bodamer sits down with Doug Huber, Vice President of Investment Strategy at Wealth Enhancement Group, to delve into how the RIA approaches private market strategies amid the ongoing evolution of alternative investments. Doug focuses on: What is the trend of democratization in alternative investments and increased invest…

1
5.19.2024 I What's it Like to Work with a Financial Advisor? 42:58

2M ago42:58

42:58

Working with an experienced and knowledgeable financial advisor has changed dramatically over the past 30 years.

1
41: $1.7B Family Office CIO Paul Bodnar on Differentiation in Investment Management | Why Specialists Matter in a Portfolio Line-Up | “Ask an Allocator” Session 51:18

2M ago51:18

51:18

Get a glimpse inside the mind of an allocator in part 2 of our Ask an Allocator series. Today, you’ll hear from Paul Bodnar, CIO of CM Wealth, a $1.78B Family Office. Listen in as Paul and Stacy discuss: ● His backstory - from college intern at a tech start-up to CIO ● The power of being candid about challenges and failures in meetings ● A common p…

1
Navigating Medicare Supplement: An Advisor’s Guide 22:33

2M ago22:33

22:33

1
A Conversation with The Sandidge Group Principal, James Sandidge 34:18

2M ago34:18

34:18

1
A Conversation with Bipartisan Policy Center Chief Economist Jason Fichtner 33:28

2M ago33:28

33:28

1
5.12.2024 I Woman and Wealth 42:54

2M ago42:54

42:54

Today’s topic is Women’s Values and Wealth, how personal values can play an important role in women’s financial plans, and how to incorporate your values holistically into your investments.

1
40: Boutique Founder to $5B CEO to Boutique Founder Again: Adrian Clayton of Northstar Asset Management| The Business of Building an Investment Boutique| How Science, Art and Heart Play a Role in Investment ... 50:50

2M ago50:50

50:50

Imagine this: you've sold your biz and landed what many would consider their dream job at a multi-billion dollar firm. It’s secure and you’re coasting at the top of your game. Now, imagine what it would take to trade it all in to leap back into the great unknown of entrepreneurship and build a boutique from scratch. Guts. That’s what. Today’s guest…

1
Lifetime Financial Advice: Enhanced Personalization by Considering Human Capital 31:32

2M ago31:32

31:32

The evolution of financial advice in a few decades time has been nothing short of revolutionary. The industry's transformation has been driven by technological advancements, regulatory changes and evolving investor preferences. Traditional methods of in-person advice have been expanded to include digital platforms, providing investors with greater …

1
A Conversation with Endeavor Retirement Founder Bonnie Treichel 32:23

2M ago32:23

32:23

1
5.5.2024 I Ask Bruce and Peg Anything 42:43

2M ago42:43

42:43

This week, Bruce and Peg are opening the show to listener questions.

1
39: $200B Asset Management CIO Bill Harding on the Importance of Qualitative Due Diligence | Why Culture is a Source of Alpha | “Ask an Allocator” Session 50:40

3M ago50:40

50:40

Get a glimpse inside the mind of an allocator in part 1 of our Ask an Allocator series. Today, you’ll hear from Bill Harding, CIO of Jackson National, with $29.8B directly managed fund-of-fund assets. Listen in as Bill and Stacy discuss: Bill’s Backstory - from a financial analyst at a cheese manufacturer to CIO at Jackson National What it takes fo…

1
A Conversation with IncomeConductor CEO Sheryl O'Connor 34:18

3M ago34:18

34:18

1
A Conversation with HealthView Services CEO Ron Mastrogiovanni 34:35

3M ago34:35

34:35

1
WealthManagement INVEST: Bridging the Gap in Fixed Income Opportunities 24:51

3M ago24:51

24:51

Listen in as David Bodamer sits down with Karen Veraa, Head of iShares US Fixed Income Strategy, to discuss fixed-income ETFs. Karen shares insight on navigating the current market complexities, from managing inflation impacts to exploring strategic investment avenues. Karen focuses on: The current state and future prospects of fixed-income markets…

1
4.28.2024 I Don't Treat Your 401(K) Like an ATM 42:55

3M ago42:55

42:55

Retirement plans use incentives and penalties specifically designed to keep you from tapping your nest egg until later in life — for good reason.

1
38: $18B Value Investing Portfolio Manager Jim Falbe on Founding His Own Investment Boutique | Why AI is an Amplifier of Classic Value Investing | How People in the Investment Industry Can Help Each Other ... 1:21:13

3M ago1:21:13

1:21:13

Can classic value investing and AI coexist? Today, Jim Falbe is coming on the show to share his playbook for blending timeless strategies with AI WITHOUT losing the personal touch allocators love. In this episode, Jim and Stacy cover: His backstory: o How losing his mom at 13 sparked his passion for financial management o Why he left an investment …

1
A Conversation with IncomePath Co-Founder Tamiko Toland 32:26

3M ago32:26

32:26

1
4.21.2024 I What Your Tax Return Can Teach You 42:50

3M ago42:50

42:50

Your annual tax return can serve as a useful roadmap to advance toward your long-term goals.

1
37: Data Viz Expert James Eagle of Eeagli on the Journey from the Bigs to Entrepreneurship | Why Story is Powerful in Numbers and Narrative | The Art of Authenticity- Owning What Makes Us Different (and ... 55:35

3M ago55:35

55:35

James Eagle spent the bulk of his career telling stories with words, working as a writer for some of the biggest names in asset management. Since then, he’s traded in the proverbial pen for coding software and now he tells stories with data as the founder of his firm Eeagli. Today, James is sitting down with Stacy to discuss: His Backstory: o From …

1
WealthManagement INVEST: Trends and Innovations in Alternative Investments 30:58

3M ago30:58

30:58

Listen in as David Bodamer sits down with Lawrence Calcano, Chairman and CEO of iCapital, to explore the world of alternative investments and their role in modern portfolio strategies. They unravel the complexities of the alt space, examine recent developments at iCapital, and discuss how advisors are integrating these assets into their offerings f…

1
4.14.2024 I Train Your Brain to Make Better Money Decisions 42:36

3M ago42:36

42:36

Being better with money involves training your brain to avoid hard-wired biases that reward spending and make poor investment decisions.

1
A Conversation with Ferri Investment Solutions CEO Rick Ferri 31:58

3M ago31:58

31:58

1
36: Former Fund Manager at a $27B Shop Turned Boutique Founder Greg Dean of Langdon Partners on Entrepreneurship | Why AUM Isn’t the Only Measure of Success | How Different Thinking Leads to Differentiated ... 57:50

3M ago57:50

57:50

Success as a founder is about more than impressive AUM. It’s about maintaining autonomy and connection. It’s about taking pride in what you do, the team you’ve built, and most importantly having fun along the way. Take it from today’s guest, Greg Dean, founder of global small-cap specialist firm Langdon Partners. In this episode, he and Stacy discu…

1
4.7.2024 I Ask Bruce and Peg Anything 42:50

3M ago42:50

42:50

This week, Bruce and Peg are opening the show to listener questions.

1
35: $3B Alts Platform Co-Founder Turned $3B RIA Founder Dick Pfister of Alphacore on Innovation in Alternatives and Advisory| Why the 60/40 Model Needed a Reset | How to Launch, Build, and Scale a New ... 53:53

3M ago53:53

53:53

Most advisors aim to put their clients first. But, many fall short by leaning on status quo strategies - like 60/40 - that don’t necessarily serve their people in the best way possible. Today’s guest has built not one, but two billion-dollar businesses. By asking “why not?” and differentiating his investment strategy, $3B RIA founder Dick Phister c…

1
3.31.2024 I Squaring Values with Your Investments 42:41

4M ago42:41

42:41

At WEG, our advisors focus so much effort on helping clients set goals - Goals are a foundational pillar to financial planning — all decisions about investments, asset allocation, and income planning flow from goal-setting - Goal achievement begins with self-awareness and should be an expression of what you value…

1
34: Trillion Dollar Wirehouse, Trillion Dollar RIA Custodian, Boutique Consultancy Founder Tim Welsh of Nexus Strategy on the RIA Industry | Why Founder-Led Sales Matters in Fintech and Investments | The ... 39:28

4M ago39:28

39:28

A founder's journey never truly ends. Sometimes, that feels like a blessing and a curse, all at once. Hearing 'no' over and over again gets old! Today, Tim Welsh, founder of boutique consultancy Nexus Strategy, joins Stacy to talk about why the double-edged sword of foundership is more of a blessing than a curse. While Tim’s initial journey as a fo…

1
3.24.2024 I Women's Retirement Roadmap 42:42

4M ago42:42

42:42

Retirement planning is crucial for everyone, but it introduces particular challenges for women. With longer life expectancies, as well as reduced earning potential due to the gender pay gap and other factors, women face a unique set of obstacles in preparing for retirement compared to men. Special guest - Jackie Ampe: Jackie is a Senior Vice Presid…

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Wealth Enhancement Group Podcasts

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