Whiskey&WealthTech
Come join us with your favorite glass of whiskey! Hosted by First Rate's Managing Director of Wealth, Alex Serman, CIPM, we will explore and discuss all things WealthTech as we taste and experience whiskeys from all over the world.
Whiskey&WealthTech
The Future of Goals-Based Investing: Bridging the Gap Between Planning and Portfolio Construction with Nebo Wealth
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Alex Serman
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Season 1
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Episode 29
n this special live episode recorded at First Rate’s 2025 WealthTech Connect conference in Dallas, host Alex Serman sits down with Martin Tarlie and Matt Kadnar, co-founders of Nebo Wealth, for a fascinating conversation about the evolution of goals-based investing.
They unpack how Nebo bridges the long-standing gap between financial planning and portfolio construction—helping advisors deliver personalization at scale while driving client confidence and better life outcomes. The trio dives into:
- How Nebo’s goals-based optimization engine turns asset allocation into an output, not a starting point.
- Why personalization at the asset allocation level is the next frontier for wealth management.
- How tools like Nebo empower advisors to balance autonomy, compliance, and efficiency.
- The rise of alternative investments—and why advisors need frameworks, not just products.
- The human side of investing: building understanding to reduce emotion and improve decision-making.
Of course, it wouldn’t be Whiskey & WealthTech without a pour—this time, the First Rate Private Label Single Malt from Andalusia Whiskey Co., shared in front of a live audience.