What Is Wealth Management
The very term "wealth management" is opaque at best. In this podcast I seek to uncover the key areas of this fascinating and growing industry, and share insights how the practitioners within the industry are working to solve very complex issues around money. Whether it is helping with taxes, preparing an estate plan, or simply building an investment portfolio that generates returns, I speak with some of the smartest minds in the industry to help define how it is that they are helping clients.
What Is Wealth Management
Holistic
The Most Misused Word in Wealth Management—And Why It Still Matters
Episode Summary:
In this episode, we break down the term holistic—one of the most overused, misunderstood, and yet fundamentally important concepts in wealth management. You’ve seen it on websites, heard it in every advisor’s pitch, but what does it actually mean?
We explore how holistic wealth management goes far beyond portfolio construction. It’s about integrating taxes, estate planning, insurance, emotional decision-making, and life goals into one cohesive strategy. From coordinating with your CPA to managing multi-generational wealth, this episode unpacks what holistic really looks like when it’s done right—and why most firms don’t actually deliver on the promise.
Whether you're a client trying to spot the real deal or an advisor trying to level up, this one’s for you.
