All Episodes
Displaying 1 - 18 of 18 in total
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...
Wealthyist E11 | Luxury Travel: An Interview With Rose Gray
In the podcast "Wealthyist," hosted by Brian Lamborn, guest Rose Gray from Fox World Travel discusses the evolving travel preferences of the wealthy. Traditionally, we...
Wealthyist E10 | Private Credit - Why Is It Trending For The Wealthy?
The podcast features Liam McKinney, a strategist, and Brian Jacobson, Chief Economist, discussing the growing trend of private credit among wealthy investors. They not...
Wealthyist E9 | Getting Emotional With Your Advisor
Introduction:The episode begins with the notion that many people believe the wealthier you are, the more likely you have your life organized, a perception possibly exa...
Wealthyist E8 | Succession Horror Stories
Nightmare Scenarios in Business and Wealth Management:Losing Control of Assets: Lehman compares the panic of losing a weapon in the military to the fear of losing cont...
Wealthyist E7 | Big Questions To Ask When Selling Your Business
In this episode of "The Wealthiest" podcast, Brandon Lehman and guest Brian Lamborne, a tax law expert, discuss the intricacies of business succession planning, emphas...
Wealthyist E6 | 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...
Wealthyist E5 | 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 E4 | 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 E3 | Men's Clothing: An Interview With 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 E2 | Tax Strategy & Wealth Management
Wealthiest Podcast - Tax Strategy and Wealth ManagementIn this episode, Brandon Lehman, Director at Annex Private Client of Annex Wealth Management, delves into the to...
Wealthyist E1 | Introduction to C-Suite Compensation
In this episode of the Wealthyist Podcast, host Brandon Lehman, Director at Annex Private Client, explores the intricacies of C-suite compensation, emphasizing its imp...