Talking Wealth
Freeing Advisors to Build the Practice of Their Dreams
Recent Episodes
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...
Nov. 5, 2025
The Kyle Busch Insurance Scam Explained
Josh Brown and Kevin Thompson are back for an all new edition of Talking Wealth. They'll discuss the Kyle Busch IUL scam, ChatGPT bans “tailored financial advice”, CFP & being young, what does everyone do to inoculate retirin...
Oct. 29, 2025
This AI Tool Is Changing How Advisors Work
On this episode of Talking Wealth, Michael Batnick sits down with John Connell , Co-Founder and CEO of Focal, the AI-powered productivity platform transforming how advisory firms document, automate and scale client service. W...
Oct. 22, 2025
How AI Can Help Advisors Get Bigger Clients
On this episode of Talking Wealth, Ben Carlson sits down with Nick Downer, Head of Advisory Services at Opto Investments. Opto Investments is a tech-driven platform that helps financial advisors and family offices better mana...
Oct. 16, 2025
Your Custodian Just Drank Your Milkshake
Josh Brown and Kevin Thompson are back for an all new edition of Talking Wealth. Charles Schwab is reportedly raising its referral minimum from $500,000 to $2,000,000 which will significantly shrink the pool of potential refe...
Oct. 3, 2025
RIAs Sell for Record Amounts in Orgy of Consolidation - Brandon Kawal
On this episode of Talking Wealth, Michael Batnick is joined by Brandon Kawal, Partner at Advisor Growth Strategies, to break down the findings of their highly anticipated RIA Deal Room report. Brandon shares a behind-the-sce...
Oct. 3, 2025
The Advisor Cheat Code for Massive Client Growth | Ben with Benefits - Fred Barstein
On this episode of The Unlock, Ben Carlson is joined by Fred Barstein to discuss the growing importance of defined contribution retirement plans for financial advisors and how you can better position yourself to gain more cli...
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