All Episodes
Displaying 1 - 20 of 70 in total
Wealthyist E69 | Luxury Homes That Live Well: Kitchens, Wellness Suites & Future-Proof Design for the Wealthy with Amber Kolacki-Hake
In this episode of Wealthyist, host Austin Grandinetti sits down with Amber Kolacki-Hake, designer at Wise Design Builders, to explore how affluent homeowners in the L...
Wealthyist Replay| Passion Assets: Turning Your Treasures (and Pets!) into Lasting Legacies – Don't Let Love Become a Burden
The episode of Wealthyist (the podcast exploring the lifestyles, choices, and strategies of the wealthy, produced by Annex Wealth Management) features host Tom Parks, ...
Wealthyist E68 | Roots of Wealth: Mastering Tree Care for Luxury Estates with Third-Gen Arborist Freddie Hoppe
In this episode of Wealthyist, host Kent Halleen sits down with Freddie Hoppe, co-owner and sales manager of Hoppe Tree Service and a third-generation arborist whose f...
Wealthyist E67 | Your Business's 401(k): A Strategic Tool To Attract & Retain Employees
In this episode of Wealthyist, host Greg Batiansila sits down with Tom Parks, Director of Retirement Plan Services at Annex Wealth Management. Tom leads Annex’s 401(k)...
Wealthyist E66 | Tax Prep vs. Tax Planning: Why High-Net-Worth Families Might Need Both Under One Roof
In this episode of Wealthyist, hosts Tom Berkholtz (CFP®, EA, ECA) and Eric Strom (CFP®, EA) break down the critical difference between tax preparation and tax plannin...
Wealthyist E65 | Are Beneficiary Designations Undermining Your Estate Plan?
Are Beneficiary Designations Undermining Your Estate Plan?Beneficiary designations are contractual instructions you give to financial institutions about who receives a...
Wealthyist E64 | Luxury Isn't a Price Tag: Redefining the 'Biggest Day' with Wedding Pros Ashley Kuehnel & Koryn Bennett
In this episode, host Austin Grandinetti sits down with Ashley Kuehnel of Midwestern Bride and Koryn Bennett of Ivy Lane Photo Company . The conversation dives into t...
Wealthyist E63: Dream Machines & Detroit Steel: Corvette Joy, Classic Car Investing, and Reviving Milwaukee Concours
In this engaging Wealthyist episode, host Kent Haleen and co-host David Panitzke (both proud new owners of the same-year manual-transmission Corvettes) welcome Jay Shi...
Wealthyist E61 | From Navy SEAL to Building Impact-Driven Businesses: Leadership Lessons from the Battlefield to the Boardroom with John Choate
In this episode of The Wealthyist, Kent Halleen sits down with John Choate — former Navy SEAL officer, successful entrepreneur, and founder of Apogee Travel, a transpa...
Wealthyist E60 | Philanthropy From The Heart: How Ultra-Wealthy Donors Turn Simple Giving Into Transformation with Joan Nesbitt
In this engaging episode of Wealthyist, host Anthony Mlachnik (Senior Wealth Advisor at Annex Private Client) sits down with Joan Nesbitt, Vice Chancellor for Universi...
Wealthyist E59: Private Jets Without Owning the Plane: How Jet OUT’s Co-Ownership Reclaims Time for the Wealthy
In this remote episode of Wealthyist, recorded live from Jet OUT’s new hangar in Waukesha, Wisconsin, host Anthony Mlachnik (Senior Wealth Advisor at Annex Private Cli...
Wealthyist E58 | Bricks, Policy & Legacy: Building Generational Wealth in Wisconsin Commercial Real Estate with Jim Villa
In this episode of Wealthyist, host Anthony Mlachnik interviews Jim Villa, CEO of NAIOP Wisconsin (the Commercial Real Estate Development Association). With 35 years i...
Wealthyist E57: How the Wealthy Are Quietly Revolutionizing Healthcare: Transparent Costs, Direct Care & Massive Savings with Dr. Timothy Murray
In this episode of Wealthyist, host Anthony Mlachnik(senior wealth advisor at Annex Private Client) interviews Dr. Tim Murray, an anesthesiologist and founder/CEO of S...
Wealthyist E56 |Passion Assets: Turning Your Treasures (and Pets!) into Lasting Legacies – Don't Let Love Become a Burden
The episode of Wealthyist (the podcast exploring the lifestyles, choices, and strategies of the wealthy, produced by Annex Wealth Management) features host Tom Parks, ...
Wealthyist E55 | Branding 2.0: Rich Gray on Authentic Athlete Partnerships, NIL Evolution & Long-Term Legacy
Host Anthony Mlachnik, Senior Wealth Advisor at Annex Private Client, interviews Rich Gray, founder of Rebrand NY—a sports and business development firm that connects ...
Wealthyist E54 | Redefining Luxury: From Bling to Meaningful Moments – The New Era of Wealthy Travel with Rose Gray
In this week's episode of Wealthyist, hosted by Anthony Mlachnik, Senior Wealth Advisor for Annex Private Client, Anthony and Rose Gray from Fox World Travel explore h...
Wealthyist E53 | How Direct Primary Care Delivers Proactive Health for Busy Executives, Families, and Businesses (with Dr. Suzanne Gehl)
In this episode of Wealthyist, host Deanne Phillips, CFP® and Managing Director of Client and Community Engagement at Annex Wealth Management, interviews Dr. Suzanne G...
Wealthyist E52 | From Tee Times to Timeless Experiences: How Golf Became The Ultimate Wealth Play with Brian Weis
This week's episode of Wealthyist (the podcast exploring the lifestyles, choices, and strategies of the wealthy, produced by Annex Private Client/Annex Wealth Manageme...
Wealthyist E51 | Biohealth Boom, I-94 Dreams, and the Next Great Wealth Transfer with Waukesha County Business Alliance's Amanda Payne
In this episode of Wealthyist, host Anthony Mlachnik, a senior wealth advisor at Annex Wealth Management, sits down with Amanda Payne, President and CEO of the Waukesh...
Wealthyist E50 | More Than A Check: How Wealthy Are Rolling Up Their Sleeves With The United Way
In this engaging episode of Wealthyist, hosted by Anthony Mlachnik (Senior Wealth Advisor at Annex Private Client), he interviews Karissa Gretebeck, Manager of Volunte...