All Episodes
Displaying 1 - 20 of 31 in total
Wealthyist E31 | OBBBA Tax Impact On Charitable Giving & Taxes
In this episode of the "Wealthyist" podcast, hosted by Dr. Brian Jacobsen, Chief Economist at Annex Wealth Management, and featuring Erik Strom, Director of Financial ...
Wealthyist E30 | Strategic Financing for Tax-Free Growth
In this episode of Wealthyist, hosted by Brian Lamborne, senior wealth strategist at Annex Private Client, and featuring new team member Anthony Mlachnik, the discussi...
Wealthyist E29 | Your Plan Starts By Knowing Your Purpose
In this episode of "Wealthyist," hosted by Brian Lamborne, Senior Wealth Strategist with the Annex Private Client Team, the focus is on tax-aware investing and alignin...
Wealthyist E28 | The "One Big Beautiful Bill" - What Changed? What Didn't?
In this episode of Wealthyist podcast, hosts Brian Lamborne, a senior wealth strategist, and Alec Durand, an estate planning attorney with Annex Wealth, discuss the im...
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...
Wealthyist E22 | An Interview With Alan Kline - Luxury Pet Care
In this episode of the Wealthyist podcast, hosted by Brandon Lehman, Director of Private Client, the focus is on the booming global pet care market, valued at $247 bil...
Wealthyist E21 | Golf Trends - An Interview With Rob Jansen
The podcast "Wealthyist," hosted by Carl Holzem, a client service manager and golf enthusiast, explores the lifestyles and strategies of wealthy individuals, focusing ...
Wealthyist E20 | Spring Cleaning Your Corporate Records
This episode of Wealthiest, hosted by Alec Durand and Brian Lamborn, attorneys at Annex Wealth Management, focuses on the importance of "spring cleaning" for corporate...
Wealthyist E19 | Luxury Watches: An Interview with Charlie Dixon, President of Schwanke-Kasten Jewelers (PT 2)
In this episode of Wealthyist, host Brandon Lehman, director of Annex Private Client, interviews Charlie Dixon, president of Schwanke-Kasten Jewelers in Milwaukee, to ...
Wealthyist E18 | Estate Jewelry: An Interview With Charlie Dixon, President Schwanke-Kasten Jewelers (PT 1)
In this episode of Wealthyist podcast, host Brandon Lehman, director of Annex Private Client, discusses estate planning with a focus on inherited gold and jewelry. He ...
Wealthyist E17 | Donor Advised Funds & Estate Planning: An Interview With Ryan Klund (Pt 2)
In this episode of "Wealthyist," host Brian Lamborn, Senior Wealth Strategist at Annex Wealth Management, continues his discussion with Ryan Klund from the National Ch...
Wealthyist E16 | Donor Advised Funds: An Interview With Ryan Klund (PT 1)
In this episode of "Wealthyist," host Brian Lamborne interviews Ryan Klund from the National Christian Foundation (NCF). The two met at an Exit Planning Institute even...
Wealthyist E15 | A Question I Keep Hearing - Montana Car Tags - Spring Cleaning
This episode of Wealthyist, hosted by Brandon Lehman of Annex Wealth Management,is based on his recent observations from eight weeks of work-related travel.Central Qu...
Wealthyist E14 | Selling My Business - Where Do I Get Started?
The podcast "Wealthyist," hosted by Brandon Lehman, Director of Annex Private Client, addresses the common question posed at mergers and acquisitions conferences: "How...
Wealthyist E13 | Why You Should Grow Your Wealth As You Grow Your Business
In this episode of "Wealthyist", hosted by Brandon Lehman, Director of Annex Private Client at Annex Wealth Management, the focus is on the importance of diversificati...
Wealthyist E12 | Private Equity - What Do We Need To Know?
In this episode of "Wealthyist," Liam McKinney, Wealth Strategist at Annex Wealth Management, featuring Brian Jacobson, the Chief Economist at Annex Wealth Management...