TheBitCast

Wealthyist

Autor: Annex Wealth Management

Wealthyist, the podcast that discusses the lifestyles, choices, and strategies of the wealthy. Each week, the Annex Private Client team talks to experts in a variety of areas to discuss trends and paths visited by people who have built or are in the process of building significant wealth.

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  1. Wealthyist E82 | Beyond the Scoreboard: Building Character, Navigating Club Sports, and the NIL Era with 24UP – Wealthyist
  2. Wealthyist E81 |What Do I Want This Money to Do? From Accumulation to Intention with Deanna Tillisch – Wealthyist
  3. Wealthyist E80 | Turning The Page: Roth, State & Local Taxes, and the Moves That Matter Before 2026 Ends – Wealthyist
  4. Wealthyist E79 | Selling Your Business: Is Your Company Worth What You Think? Don't Be Surprised – Wealthyist
  5. Wealthyist E78 | 2026 Year-End Tax Planning: The Sunset That Never Came – Wealthyist
  6. Wealthyist E77| Opportunity Zones 2026: Defer the Tax, Don’t Ignore the Lockup – Wealthyist
  7. ICYMI: Wealthyist E44 | From 9/11 to 2 Successful Exits: Building Transferable Businesses & Planning Life After the Sale with Andy Oliver – Wealthyist
  8. Wealthyist E76: Comfort With a Bit of Chaos: Why the Wealthy Are Trading Beach Resorts for Culture, Adventure, and One Night as a Local with Matt Reimer – Wealthyist
  9. Wealthyist E75: From One Truck To Gen Two: Building a Life—and a Business—Outdoors with Bret Achtenhagen – Wealthyist
  10. Wealthyist E74: Not All Money Is Good Money: Building Athlete Brands, Protecting NIL Deals & Planning Beyond the Game with Griselda Aldrete – Wealthyist
  11. Wealthyist E73: From Shop Floor Grind to Functional Edge: How Health Supercharges Entrepreneurial Success with Mike Chirchirillo – Wealthyist
  12. Wealthyist E72 | ESOPs: The Quiet Path from Company Stock to Wealth (and How to Keep the IRS from Taking Too Much) – Wealthyist
  13. Wealthyist E71 | RSUs Unlocked: How Restricted Stock Units Can Create Wealth – Wealthyist
  14. Wealthyist E70 | Heart, Wealth & Legacy: Tax-Smart Giving Strategies That Outlive You with Gunnar Crowell – Wealthyist
  15. Wealthyist E69 | Luxury Homes That Live Well: Kitchens, Wellness Suites & Future-Proof Design for the Wealthy with Amber Kolacki-Hake – Wealthyist
  16. Wealthyist Replay| Passion Assets: Turning Your Treasures (and Pets!) into Lasting Legacies – Don't Let Love Become a Burden – Wealthyist
  17. Wealthyist E68 | Roots of Wealth: Mastering Tree Care for Luxury Estates with Third-Gen Arborist Freddie Hoppe – Wealthyist
  18. Wealthyist E67 | Your Business's 401(k): A Strategic Tool To Attract & Retain Employees – Wealthyist
  19. Wealthyist E66 | Tax Prep vs. Tax Planning: Why High-Net-Worth Families Might Need Both Under One Roof – Wealthyist
  20. Wealthyist E65 | Are Beneficiary Designations Undermining Your Estate Plan? – Wealthyist
  21. Wealthyist E64 | Luxury Isn't a Price Tag: Redefining the 'Biggest Day' with Wedding Pros Ashley Kuehnel & Koryn Bennett – Wealthyist
  22. Wealthyist E63: Dream Machines & Detroit Steel: Corvette Joy, Classic Car Investing, and Reviving Milwaukee Concours – Wealthyist
  23. Wealthyist E61 | From Navy SEAL to Building Impact-Driven Businesses: Leadership Lessons from the Battlefield to the Boardroom with John Choate – Wealthyist
  24. Wealthyist E60 | Philanthropy From The Heart: How Ultra-Wealthy Donors Turn Simple Giving Into Transformation with Joan Nesbitt – Wealthyist
  25. Wealthyist E59: Private Jets Without Owning the Plane: How Jet OUT’s Co-Ownership Reclaims Time for the Wealthy – Wealthyist
  26. Wealthyist E58 | Bricks, Policy & Legacy: Building Generational Wealth in Wisconsin Commercial Real Estate with Jim Villa – Wealthyist
  27. Wealthyist E57: How the Wealthy Are Quietly Revolutionizing Healthcare: Transparent Costs, Direct Care & Massive Savings with Dr. Timothy Murray – Wealthyist
  28. Wealthyist E56 |Passion Assets: Turning Your Treasures (and Pets!) into Lasting Legacies – Don't Let Love Become a Burden – Wealthyist
  29. Wealthyist E55 | Branding 2.0: Rich Gray on Authentic Athlete Partnerships, NIL Evolution & Long-Term Legacy – Wealthyist
  30. Wealthyist E54 | Redefining Luxury: From Bling to Meaningful Moments – The New Era of Wealthy Travel with Rose Gray – Wealthyist