The podcast that looks at the ideas, strategies, and choices of the wealthy in America.
Latest Episodes
Episode 6: Check Your Year-End List Twice
This episode of "The Wealthiest" podcast, hosted by Brandon Lehman from Annex Wealth Management, continues the discussion on year-end financial planning for wealthy in...
Episode 5: Make A Year-End List....Optimizing The Year-end
This episode of Wealthyist focuses on end-of-year financial planning for wealthy individuals. Here's a summary:Key Points Discussed:Year-End Reflection and Planning: A...
Wealthyist Episode 4: Time For Strategic Estate Planning (with Amy Kiiskila)
The podcast episode focuses on estate planning in the post-election landscape, emphasizing the need for continued strategic planning despite uncertainties in tax law c...
Wealthyist Episode 3: Clothier Tim Cornell
Wealthiest Podcast - Clothier Tim CornellIn this episode of the Wealthiest Podcast, host Brandon Lehman, Director of Annex Private Client at Annex Wealth Management, d...
Wealthyist Episode 2: Tax Strategy & Wealth Management
Wealthiest Podcast - Tax Strategy and Wealth ManagementIn this episode, Brandon Leamon, Director at Annex Private Client of Annex Wealth Management, delves into the to...