All Episodes
Displaying 21 - 40 of 70 in total
Wealthyist E49 | The Sell-Side Secret: How Investment Bankers Could Multiply Your Exit with Steve Sprindis
This episode focuses on the realities of selling a business, especially in the lower middle market (businesses under ~$200M in revenue). Here's a breakdown of the main...
Wealthyist E48: Dynasty 529 Plans & Other 529 Concepts With Khaleel Ali from Edvest
In this episode of Wealthyist, host Tom Berkholtz interviews Khaleel Ali, Senior Education Savings Consultant at TIAA-CREF (the plan manager for Edvest, Wisconsin's 52...
Wealthyist E47: Less Crying, More Thriving: Jake Biernbaum on Horses, Humans, and Smart Business
Guest: Jake Biernbaum, renowned horse trainer and founder of Pear Tree Ranch in Ocala, Florida. Known for his large YouTube following and expertise in natural horseman...
Wealthyist E46 | Philanthropy and Legacy: Guiding Athletes to Meaningful Impact with Chellee Siewert
In this episode of the Wealthiest podcast (hosted by Anthony Mlachnik, Senior Wealth Advisor at Annex Private Client), guest Chellee Siewert (President and Founder of ...
Wealthyist E45: Anna Franklin on the Real Psychology of Wealthy Home Design
Host: Anthony Mlachnik (Senior Wealth Advisor, Annex Private Client)Guest: Anna Franklin – Founder & Creative Director of Stonehouse Collective (Milwaukee/Wisconsin-ba...
Wealthyist E44 | From 9/11 to Two Successful Exits: Building Transferable Businesses & Planning Life After the Sale (with Andy Oliver, Partner at Oak Hill Business Partners)
Perfect episode for any entrepreneur who knows they’ll eventually sell but hasn’t yet faced the question: “What then?”In this week’s Wealthiest episode, host Anthony M...
Wealthyist E43 | Equity Compensation - What It Is, Tax Pitfalls, and Planning Tips
In this episode of Wealthyist, host Dr. Brian Jacobsen speaks with Tom Berkholtz, Financial Planning Manager about Equity Compensation – what it is, why companies use ...
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 Lamborne (Senior Wealth Strategist at Wealth Management) welcomes Nick Kozik, Director and Shareholder at TKO Miller, a Milwa...
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 ...
Wealthyist E38 | Private Markets & Diversified Portfolios
In this episode of the "Wealthyist" podcast, hosted by Anthony Mlachnik, senior wealth manager for Annex Private Client, the focus is on private investments and their ...
Wealthyist E37 | Forbes Study: A Pivot In Investment Goals For The Wealthy
The podcast "Wealthyist," hosted by Austin Grandinetti with guest Dr. Brian Jacobson from Annex Wealth Management, discusses a Forbes article highlighting shifts in th...
Wealthyist E36 | Impacts of the OBBBA on Business Planning Considerations
Recently Dr. Brian Jacobsen and Brian Lamborne discussed implications of the OBBBA on Business Owners. In this episode of Wealthyist, hosted by Brian Jacobsen, Chief E...
ICYMI | Wealthy In Wisconsin: MMAC President Dale Kooyenga
In this republished episode of "Wealthyist" podcast Episode 24, host Brandon Lehman interviews Dale Kooyenga, president of the Metro Milwaukee Association of Commerce,...
Wealthyist E35 | Understanding How OBBBA Affects QBI & QSBS (PT 2)
In this week's episode of the "Wealthyist" podcast, hosted by Dr. Brian Jacobsen, Chief Economist at Annex Wealth Management, with guest Brian Lamborne, Senior Wealth ...
Wealthyist E34 | Understanding How OBBBA Affects QBI & QSBS (PT 1)
Exploring key tax provisions like Qualified Business Income (QBI) deduction and Qualified Small Business Stock (QSBS), and their implications for starting and selling...
Wealthyist E33 | Talking Community & Pro Athlete Challenges With Collin Yelich
In this episode of Wealthyist, host Anthony Mlachnik, a senior wealth manager at Annex Wealth Management, interviews Collin Yelich, a former professional baseball play...
Wealthyist E32: What OB3 Means For Exit Planning
In this episode of "Wealthyist", hosted by Anthony Malachnik, Senior Wealth Manager, and Brian Jacobsen, Chief Economist at Annex Wealth Management, the discussion foc...
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 ...