Talking Wealth

On this episode of Ben with Benefits, Ben Carlson is joined by Stefan Sharkansky, author of the new research paper “The Only Other Spending Rule Article You Will Ever Need.” Millions of retirees and advisors are trying to solve the retirement spending puzzle of how to both avoid outliving one’s assets while simultaneously avoiding chronic underspending. We discuss the trade-offs involved in a variable spending plan, how TIPS can help you in retirement planning, crafting the right asset allocation in retirement, how to create a plan that allows you to enjoy your money and much more. Stefan's full research paper here - https://www.tandfonline.com/doi/epdf/10.1080/0015198X.2025.2541567?needAccess=true Plan your retirement with Stefan's website - https://www.thebestthird.com/ This episode is brought to you by VanEck. Learn more about the VanEck Semiconductor ETF: http://vaneck.com/SMHCompound For more from Talking Wealth sign up at: ⁠⁠⁠⁠https://talkingwealthpod.com/⁠⁠⁠⁠ Participants include employees of Ritholtz Wealth Management. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. This program is for informational purposes only and is not intended to provide specific advice or recommendations for any individual or on any specific security or product. Any opinions expressed herein do not constitute or imply endorsement, sponsorship, or recommendation by Ritholtz Wealth Management or its employees. Ritholtz Wealth Management and its affiliates may invest in the technology company discussed. The Compound Media, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Learn more about your ad choices. Visit megaphone.fm/adchoices

On this episode of Talking Wealth, we’re diving into one of the most misunderstood—and increasingly controversial—corners of investing: alternatives. Over the past few years, interval funds and other semi-liquid vehicles have exploded in popularity, promising access to private markets with smoother returns and less volatility. But as recent events around BlueRock have made painfully clear, the structure matters just as much as the strategy. My guest today is Leyla Kunimoto, co-founder of Accredited Investor Insights, and one of the leading experts on private investment funds and fiduciary responsibility. In this conversation, we’re going to break down what actually went wrong, how interval funds really work when markets turn, and—most importantly—what investors and advisors must understand before allocating capital to alternative investments. This episode is sponsored by VanEck.  Learn more about the VanEck Semiconductor ETF: http://vaneck.com/SMHCompound For more from Talking Wealth sign up at: ⁠⁠⁠⁠⁠⁠https://talkingwealthpod.com/⁠⁠⁠⁠⁠⁠ Participants include employees of Ritholtz Wealth Management. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. This program is for informational purposes only and is not intended to provide specific advice or recommendations for any individual or on any specific security or product. Any opinions expressed herein do not constitute or imply endorsement, sponsorship, or recommendation by Ritholtz Wealth Management or its employees. Ritholtz Wealth Management and its affiliates may invest in the technology company discussed. The Compound Media, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. #finance #financialplanning #financialeducation #financialadvisor Learn more about your ad choices. Visit megaphone.fm/adchoices

On this episode of Talking Wealth, Josh Brown is joined by Eden Ovadia and Victoria Toli, two of the three founders of FINNY AI. FINNY AI is one of the hottest startups in the wealth management industry fresh off a major new funding round with some of the smartest venture capitalists in the space. Josh is an investor and an advisor to the company. This episode is brought to you by VanEck. Learn more about the VanEck Semiconductor ETF: ⁠http://vaneck.com/SMHCompound For more from Talking Wealth sign up at: ⁠⁠⁠⁠https://talkingwealthpod.com/⁠⁠⁠⁠ Participants include employees of Ritholtz Wealth Management. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. This program is for informational purposes only and is not intended to provide specific advice or recommendations for any individual or on any specific security or product. Any opinions expressed herein do not constitute or imply endorsement, sponsorship, or recommendation by Ritholtz Wealth Management or its employees. Ritholtz Wealth Management and its affiliates may invest in the technology company discussed. The Compound Media, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Learn more about your ad choices. Visit megaphone.fm/adchoices

On this episode of Talking Wealth, we’re doing something special as part of the Compound Insights Research Program, our initiative to bring original data, white papers, and strategic intelligence to the wealth management profession. Our latest publication — The RIA Real Deal: What We’ve Learned from a Golden Era of Deal-Making — is one of the first true retrospective analyses of RIA M&A outcomes over the past decade. To break down the findings, we’re joined by Mark Bruno, Managing Director and Head of Strategic Advisory at Emigrant Partners. Mark has spent over 20 years working across the RIA and asset management ecosystem — leading research, benchmarking, consulting, and strategic advisory programs at firms including Informa, Echelon Partners, and InvestmentNews. Mark authored this paper, with data provided by RIA Catalyst’s data engine, to shine a spotlight on growth trends in the industry. This episode is sponsored by SS&C’s Black Diamond® Wealth Platform. To learn how Black Diamond is helping wealth advisors of all shapes and sizes, visit: https://www.sscblackdiamond.com For more from Talking Wealth sign up at: ⁠⁠⁠https://talkingwealthpod.com/⁠⁠⁠ Participants include employees of Ritholtz Wealth Management. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. This program is for informational purposes only and is not intended to provide specific advice or recommendations for any individual or on any specific security or product. Any opinions expressed herein do not constitute or imply endorsement, sponsorship, or recommendation by Ritholtz Wealth Management or its employees. Ritholtz Wealth Management and its affiliates may invest in the technology company discussed. The Compound Media, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Learn more about your ad choices. Visit megaphone.fm/adchoices

On this episode of Talking Wealth, Michael Batnick is joined by Lisa Salvi, Managing Director of Business Consulting and Education at Charles Schwab Advisor Services. We’re diving deep into Schwab’s RIA Benchmarking Study, which is the leading study in the industry, with 1,288 firms representing over $2.4 trillion in AUM. The study reveals actionable insights into what’s fueling growth across the industry. Michael and Lisa will examine how the most successful firms are delivering organic growth, why personalized client experience and service expansion are top priorities, and how talent, technology and operational efficiency are becoming non-negotiable must-haves for RIAs who want to scale intelligently. This episode is brought to you by VanEck. Learn more about the VanEck Rare Earth and Strategic Metals ETF: http://vaneck.com/REMXCompound For more from Talking Wealth sign up at: ⁠⁠https://talkingwealthpod.com/⁠⁠ Participants include employees of Ritholtz Wealth Management. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. This program is for informational purposes only and is not intended to provide specific advice or recommendations for any individual or on any specific security or product. Any opinions expressed herein do not constitute or imply endorsement, sponsorship, or recommendation by Ritholtz Wealth Management or its employees. Ritholtz Wealth Management and its affiliates may invest in the technology company discussed. The Compound Media, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. #finance #financialplanning #financialeducation #financialadvisor Learn more about your ad choices. Visit megaphone.fm/adchoices