Wealth Actually
Covering the issues that affect business, entrepreneurship, wealth, trusteeship and culture.
Episodes
July 4, 2025 • 31 mins
"IS THE CIO DRAGGING DOWN THE FAMILY OFFICE'S PERFORMANCE? (And What Can You Do About It?)" with R. ADAM SMITH.
https://open.spotify.com/episode/1Cl26HkpjZBnovg3zumuBx?si=0c7e252e629d4603
https://youtu.be/p3VtFCVpp8o
The Family Office CIO job involves a delicate high wire act. The position can be the fraught intersection of:
Asset Allocation (& collision of "endowment" vs "family adjacent" strategy)
Cash Mana...
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June 23, 2025 • 18 mins
https://youtu.be/UizVi4fJzPs?si=MeLp0txegEzBkVLl
CIVIC ENGAGEMENT: The Secret to Revitalizing Communities- this is how we improve our neighborhoods. It's a great way to teach the next generation about citizenship and how to be a part of something bigger than themselves.
But what is involved in getting involved? Politics has an ugly reputation. How does one participate, get meaningful results, and keep ones sanity?
Friend ...
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June 18, 2025 • 28 mins
The massive costs of caregiving can be a big surprise to most people. It is an expensive undertaking in the best of circumstances and can be a full time job. BETH PINSKER, a columnist at Marketwatch and the author of the new book, "My Mother's Money- A Finanical Guide to Caregiving" takes us through her experience. There are many great tips to help get support for this difficult experience.
https://youtu.be/WNYLOR_Pvw8?si=8dS2L...
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May 27, 2025 • 21 mins
There are plenty of LESSONS FROM GENE HACKMAN'S ESTATE PLANNING.
https://youtu.be/HZI4oiP0ZtM
It's a cautionary tale about managing changing circumstances. Proper implementation and monitoring has to be in place. Periodic reviews of the documents, asset titling, and staffing of the fiduciary roles are a must. Finally, understanding the family dynamics and desire for confidentiality are vital in putting the estate plan in p...
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May 12, 2025 • 43 mins
US/UK TAX PLANNING with ALEX JONES, Partner at London Tax Firm, RAWLINSON-HUNTER
https://youtu.be/UjgQRpfqJ-E
Thousands of Americans live and work in the UK and record numbers of them are applying for British citizenship. Planning for taxes for these folks has always been challenging, but in 2024, with the change in the non-DOM rules, it's gotten even more difficult. To help us understand what's happening here and to try to...
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May 5, 2025 • 27 mins
JOHANNA DAVID, Adjunct Faculty Member at Hofstra Law School is with us to talk about three estate planning mistakes and how to avoid them.
Johanna is a Trusts and Estates lawyer, and a partner at Forchelli, Deegan, and Terrana. She's also the adjunct professor of law at Hofstra University. We're going to talk a little bit about mistakes that we see in estate planning and the simple things you can do to keep them away from your s...
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April 25, 2025 • 30 mins
We're going to be talking about the current incoherent world of US ENERGY POLICY.
ANNA KRAMER joins the podcast to help us get our arms around the future of energy in the United States. Anna is a reporter for NOTUS, a non-partisan longform journalism outlet. She has written a series of stories on the the disconnect and frustration around US Energy Policy and paths forward.
We talk about:
The chaotic policy at the feder...
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April 17, 2025 • 27 mins
Family Office AI has become a dominant theme at the fancy dinners where families and their advisors chart a course to incorporate new technologies. As wealthy families grapple with the risks and opportunities of AI, institutional rigor and structure hasn't kept up with the often informal world of family offices. This is a mistake High end governance must play a part in the family office AI space.
https://youtu.be/n_KHB_gOc9M
...
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April 10, 2025 • 30 mins
BARRY RITHOLTZ's new book "How Not to Invest" has received a warm reception. We talk about investing mistakes, the Trump Tariffs, and curating a good media diet.
https://youtu.be/pS4f45v2iRk
https://www.amazon.com/dp/1804091197/
"How Not To Invest" Transcript
Frazer Rice (00:03)Welcome aboard, Barry.
Barry (00:04)Well, thanks so much for having me, Frasier.
Frazer Rice (00:06)Well, we are recording in the mids...
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March 12, 2025 • 28 mins
As the United States acclimates to the "flood the zone" governing style, reasoned discourse around civics has crumbled.
https://youtu.be/ngx0GxJjmDM
There are many causes. Polarizing media, bombastic claims, and systematized gas-lighting on both sides have created one of the most toxic political environments since the Vietnam War.
However, the absence of civics and good citizenship concepts have laid the groundwork for...
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February 23, 2025 • 31 mins
For those of us who live in New York, mass transit is the norm and traffic is a minor form of apocalypse. In response to this persistent issue, New York City implemented a new congestion pricing plan.
https://youtu.be/TeObZEnjmv4?si=fQTxzRCe6b-sGH5F
Besides the increased funds for badly-needed infrastructure improvements, the plan made other promises. These also include reduced commute times, better air-quality, and impro...
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February 21, 2025 • 53 secs
https://youtu.be/xNeFuqsU7A4
Podcast Trailer
Welcome to the "Wealth Actually" podcast trailer. I'm FRAZER RICE. After 170 episodes, I thought I'd check in to make sure that everyone understood what to expect from the show going forward, especially if you're new to it. For those newcomers, it was time for a quick podcast trailer.
Ultimately, I'll be talking to a lot of different experts in their various fields.
By day...
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February 12, 2025 • 40 mins
The Internal Revenue Service is a massive "Three Letter Agency." It's a bureau of the Department of the Treasury and (believe it or not) one of the world's most efficient tax administrators. In fiscal year 2020, the IRS collected almost $3.5 trillion in revenue and processed more than 240 million tax returns. It has over 90,000 employees.
It is also about as popular as Communism and Dog Catchers with most people! This makes r...
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January 29, 2025 • 25 mins
https://youtu.be/h1yo6l7V0Yw
Preserving legacies is about more than cataloging "stuff" and keeping a spreadsheet. Done well, it can provide the grounding for intergenerational communication, engagement with outside constituencies and, in certain cases, monetization.
This involves a organized process:
Preserving Legacies and Cataloging
With the horrible recent storm damage in North Carolina and Florida and the horribl...
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January 3, 2025 • 35 mins
Estate Settlement is one of the most feared parts of wealth transition. It is where trust and estate planning meet their first real test- usually when a will is put in front of the probate court system. JOEL SCHOENMEYER, Head of the Family Wealth Group at a Major Regional Bank joins us to discuss the ins and outs.
https://youtu.be/OwepMwX0uao?si=YKevHbmDrtrRv12b
What is Joel's background?
I spent the first 15+ years of m...
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December 2, 2024 • 30 mins
This week, "Wealth Actually" meets "THE SOUL OF WEALTH" as I speak with DR. DANIEL CROSBY, Ph.D. about his new book.
https://www.amazon.com/Soul-Wealth-reflections-money-meaning-ebook/dp/B0CP625K99
https://youtu.be/Y6dUcW_eQW4
Outline (Soul of Wealth)
-Behavioral Finance-Issues with the "research"-Building consensus around money decisions-How our brains trick us into faulty wealth processes-Teaching people to stret...
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November 23, 2024 • 28 mins
Author and investment expert, JARED DILLIAN, joins the podcast for the second time to discuss his new collection of short stories, NIGHT MOVES. We talk about his talent for moving across formats and between fiction and non fiction. We go into the need for story-telling and the importance of holding an audience. Finally, we look for crossovers in his writing from his personal history, his move to South Carolina and his experiences ...
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November 15, 2024
"How to Retire" (by Christine Benz) deals with a concept full of fear, emotion, math and uncertainty: retirement.
Even the wealthiest, who have a margin of safety, run into issues of purpose, time management and legacy.
Layer onto that the risks of longevity, dementia, divorce, managing cash and investments in inflationary times, and navigating the byzantine health and elder care systems.
No wonder "retirement" is a scar...
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October 24, 2024
Sports media is decentralizing. However, "Sports Podcasts" are exploding in audience growth. Stephen A. Smith, Pat McAffe and Barstool Sports are household names. Legacy names, like ESPN, are figuring out how to hold on to their audiences and find new ways to expand them. Out of this high profile world, there are many lessons to learn in managing one's own career and how to harness the possibilities of media for your own businesse...
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October 12, 2024 • 29 mins
The pace, scale and sophistication of RIA marketing has accelerated into hyperspace in the last 10 years.
There are new business models in wealth management and, thus, new voices and sources of trust.
The speed of content creation and publishing is increasing- especially with newer artificial intelligence tools.
Social media has made the scope and reach of marketing efforts enormous -- and required firms to be data scient...
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