Talking Wealth
Freeing Advisors to Build the Practice of Their Dreams
Recent Episodes
Jan. 7, 2026
Be the GP: How to Invest in the 2 & 20
On this episode of Talking Wealth, Michael Batnick sits down with Todd Owens, Managing Partner at Cantilever to break down the rapidly growing world of GP stakes investing. They discuss why asset managers are selling minority...
Dec. 22, 2025
How to Beat the 4% Retirement Spending Rule | Ben with Benefits
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 sol...
Dec. 19, 2025
When Alts Go Bad: The BlueRock Blowup and a Liquidity Wake-Up Call
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...
Dec. 18, 2025
FINNY Reveals New $150 Million Valuation!
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 ...
Dec. 10, 2025
BOMBSHELL - 90 Percent of RIAs are Actually Shrinking!
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 prof...
Dec. 3, 2025
Here’s What Your Competitors Are Doing. A Deep Dive Into Schwab’s 2025 RIA Benchmarking Study
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, wh...
Nov. 26, 2025
The Yield Mania: Why Investors Are All in On Income
On this episode of Talking Wealth, we’re diving into one of the biggest shifts in the advisory world: the surge in income-oriented products. From covered-call ETFs and bond ladders to private-credit funds and interval structu...
Nov. 19, 2025
The Age of Easy AUM Is Over
On this episode of Talking Wealth, Michael Batnick and Ian Wenik go deep on the RIA industry’s two biggest stress fractures: the organic growth slowdown and the unraveling of some of private equity’s largest wealth rollups. F...
Nov. 12, 2025
How to Start Your Own ETF
On this episode of Talking Wealth, Ben Carlson is joined by Cullen Roche , founder and CIO of Discipline Funds. They'll explore how Cullen turned his blog, Pragmatic Capitalism, into a funnel for wealth management clients, wh...
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