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Talking Wealth

by The Compound

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Latest episodes

Is Your "Tax Alpha" About to Become an Audit?

October 8, 2026 · 43 min

On this episode of Talking Wealth, Michael Batnick is joined by Brent Sullivan, author of Tax Alpha Insider, to discuss the growing scrutiny around tax-aware investing strategies. They break down new Treasury and IRS guidance targeting…
How Direct Index Supercharges the Financial Advisor

October 1, 2026 · 20 min

On this episode of Talking Wealth, Josh Brown is joined by Roger Paradiso, Executive Chairman at O’Shaughnessy Asset Management, to discuss: how advisors can use custom client portfolios, how to use different technologies to solve for…
Seven Reasons You’re Not Taking Enough Risk with Allison Schrager

September 24, 2026 · 38 min

On this episode of Talking Wealth, Josh Brown is joined by economist and author Allison Schrager to discuss her new book Worth the Risk and why Americans have become more risk-averse even as the world has become safer and more economically…
How to Help Your Clients Live a Rich Life

September 10, 2026 · 22 min

On this episode of Talking Wealth, Ben Carlson is joined by Nick Maggiulli of Of Dollars and Data to discuss the growing popularity of tax-aware long/short strategies and when they actually make sense for investors. They break down…
You Don't Own Your Growth

September 3, 2026 · 27 min

On this episode of Talking Wealth, Michael Batnick is joined by David Armstrong from WealthManagement.com to discuss two stories that reveal the risks of building your business on platforms you don’t control. They break down the…

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Where Options Fit in the Modern Advisor’s Toolkit

August 27, 2026 · 31 min

On this episode of Talking Wealth, Ben Carlson is joined by Will Bergen from Canvas to discuss the Canvas Managed Options program to break down how advisors can use managed options strategies to address real-world client needs—from…
27 Million Clients Walk Into an RIA

August 20, 2026 · 31 min

On this episode of Talking Wealth, Michael Batnick sits down with Robb Baldwin, CEO of TradePMR, to discuss the evolution of the RIA custody business and what comes next now that TradePMR is part of Robinhood. Robb shares the story behind…
Your Client Is Rich in Real Estate. Now What?

August 13, 2026 · 36 min

On this episode of Talking Wealth, Joseph Moore, author of How to Get Rich in American History, joins Ben Carlson to discuss 300 years of financial advice. What works, what doesn’t, and how our ideas about building wealth have changed over…
How Much AUM do you need to start an RIA?

August 6, 2026 · 33 min

How much money do you actually need to start an RIA? On this episode of Talking Wealth, Michael Batnick asked Tobias Salinger, Chief Correspondent at Financial Planning, who has probably talked to more first year firm owners than anyone…
Is the 60/40 Portfolio Too Conservative? | Ben with Benefits

July 30, 2026 · 36 min

Is the traditional 60/40 portfolio too conservative for retirement? On this episode of Ben with Benefits, Ben Carlson sits down with Bob Pozen, Senior Lecturer at MIT Sloan, former executive at Fidelity and MFS, and bestselling author of…
The ETF Industry Has Lost Its Mind

July 23, 2026 · 45 min

ETFs have completely transformed how we invest for our clients. Cheaper, more tax-efficient, more transparent — it's been one of the great wins for investors over the last twenty-five years. But folks, we are not in Kansas anymore. The…
How to Become a Better Financial Advisor

July 16, 2026 · 32 min

On this episode of Talking Wealth, Ben Carlson sits down with Brian Portnoy, founder and CEO of Shaping Wealth and author of The Geometry of Wealth, to discuss the psychology behind great financial advice. They explore how advisors can…