Episodios

  • What the Finance – Taking Early Distributions from your IRA
    Mar 12 2025

    In this episode of What the Finance, Sam discuss the ins and outs of 72(t) distributions and how they can provide early access to retirement funds without penalties.

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    9 m
  • Building Strong Family Governance with Joe Palmieri (EP. 32)
    Feb 27 2025

    In this month's episode, we are joined by Joe Palmieri to discuss the importance of family governance in managing family wealth.

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    22 m
  • What the Finance - Key Market and Policy Updates
    Feb 12 2025

    In this episode of What The Finance, Ali breaks down the latest economic and policy headlines.

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    11 m
  • 2025 Market Outlook (EP. 31)
    Jan 22 2025

    In this month's episode, we are joined by Ben Greenfeld, Nate Ecoff, and Pat Ellsworth to discuss the key investment themes and strategies for 2025.

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    35 m
  • Why Retirement Plans Matter for Business Owners with Nick Pagano (EP.30)
    Dec 25 2024

    In this episode, Nick Pagano explains why 401(k) plans are crucial for business owners, covering insights on design, employee retention, and fiduciary responsibility.

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    41 m
  • Creating an Abundant Life while Building, Scaling, and Selling Businesses with Adrienne Green (EP. 29)
    Nov 27 2024

    In this month’s episode, we’re joined by Adrienne Green to explore her journey of building businesses, achieving financial freedom, and embracing a life of adventure with her family.

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    46 m
  • What the Finance – Post-Election Rundown
    Nov 13 2024

    In this month's episode, we are diving into the recent presidential election results and the Federal Reserve’s latest moves to break down what it means for the economy and markets.

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    8 m
  • Estate Planning for Digital Assets with Jennifer Zegel (EP. 28)
    Oct 30 2024

    In this month's episode, Ali is joined by Jennifer Zegel to discuss estate planning in the digital age.

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    38 m