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 E43 | Equity Compensation - What It Is, Tax Pitfalls, and Planning Tips
Equity Compensation – what it is, why companies use it, the main types, tax pitfalls, and planning tips.Why Companies Offer Equity CompensationPrimary goal: Attract, r...
Wealthyist E42 | Staying Grounded - An Interview With Former NBA Star Steve Novak
Core Theme: How a middle-class Wisconsin upbringing, strong family values, and an athlete’s mindset of consistent small improvements shaped Steve Novak’s approach to m...
Wealthyist E41 | Strategies for Business Owners Eyeing an Exit
In this episode of Wealthyist, host Brian Lambourne (Senior Wealth Strategist at Wealth Management) welcomes Nick Kozik, Director and Shareholder at TKO Miller, a Milw...
Wealthyist E40 | Women's Health Trends & Hormone Therapy - An Interview With Dr. Tes Jordens
In this empowering episode of Wealthyist—the podcast exploring the lifestyles, choices, and strategies of the affluent—host Deanne Phillips (a CFP and bodybuilding ent...
Wealthyist E39 | Where To Start With Estate Planning
Estate planning is uncomfortable (addresses incapacity and death) but essential; integrate it naturally into life/financial discussions for comprehensive planning.Key ...