Wealthyist, the podcast that discusses the lifestyles, choices, and strategies of the wealthy. Each week, the Annex Private Client team talks to experts in a variety of areas to discuss trends and paths visited by people who have built or are in the process of building significant wealth.
Latest Episodes
Wealthyist E27 | Fine Wines And How To Get Started: An Interview With Ben Christiansen From Waterford Wine
Episode Focus: The episode explores the lifestyles, choices, and strategies of the wealthy, with a specific focus on their interest in exclusive and rare wines, wine t...
Wealthyist E26 | Arts & Philanthropy: An Interview With Sandy Wysocki
This week's episode of Wealthyist podcast, hosted by Kent Helene, Associate Wealth Manager at Annex Wealth Management, features a conversation with Sandy Wysocki, Exec...
Wealthyist E25 | Philanthropy Trends: An Interview With Jason Kohout, Chair - Family Offices Team, Foley & Lardner
In episode 25 of "Wealthyist," Annex Private Client Wealth Strategist Brian Lamborne discusses charitable giving with Jason Kohout, Chair of the Family Office area at...
Wealthyist E24 | Wealthy In Wisconsin: An Interview With MMAC President Dale Kooyenga
In this episode of "Wealthyist" podcast, host Brandon Lehman interviews Dale Kooyenga, president of the Metro Milwaukee Association of Commerce, about economic develop...
Wealthyist E23 | You Think You Know About LLCs, But...
In this episode of the Wealthyist podcast, hosts Brian Lambourne and Alec Durand discuss the common misconception that forming an LLC is primarily for tax benefits. Th...