Wealthyist
de Annex Wealth Management
Cel mai nou episod
Wealthyist E82 | Beyond the Scoreboard: Building Character…
Wealthyist E82 | Beyond the Scoreboard: Building Character…
Despre acest podcast
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.
Episoade
Cele mai noi 20 din 84 episoade
- Wealthyist E82 | Beyond the Scoreboard: Building Character, Navigating Club Sports, and the NIL Era with 24UP · 27 min · Episodul 84In this episode of Wealthyist, host Kent Halleen (wealth manager with Annex Private Client) sits down with fellow Annex team member Anthony Mlachnik (senior wealth advisor) to…
- Wealthyist E81 |What Do I Want This Money to Do? From Accumulation to Intention with Deanna Tillisch · 26 min · Episodul 83In this episode of Wealthyist (from Annex Wealth Management), host Deanne Phillips sits down with Deanna Tillisch, a longtime philanthropy and community leader who previously ran…
- Wealthyist E80 | Turning The Page: Roth, State & Local Taxes, and the Moves That Matter Before 2026 Ends · 18 min · Episodul 82This episode of Wealthyist features Kent Halleen, wealth manager at Annex Private Client, with Jenny Jesse, manager of the financial planning team and principal author of Annex’s…
- Wealthyist E79 | Selling Your Business: Is Your Company Worth What You Think? Don't Be Surprised · 15 min · Episodul 81Most owners know they should have an exit plan. Fewer than half do, usually because they do not know where to start. Brian Lambourne talks with Amy Kiiskila, Director of Wealth…
- Wealthyist E78 | 2026 Year-End Tax Planning: The Sunset That Never Came · 18 min · Episodul 80This week on Wealthyist, Kent Haleen sits down with Jenny Jesse, manager of Annex’s financial planning team and lead author of the firm’s year-end guide, Turning the Page on…
- Wealthyist E77| Opportunity Zones 2026: Defer the Tax, Don’t Ignore the Lockup · 20 min · Episodul 79Qualified Opportunity Zones (QOZs), created by the 2017 Tax Cuts and Jobs Act, let investors roll capital gains (from stocks, a business sale, real estate, or other assets) into…
- ICYMI: Wealthyist E44 | From 9/11 to 2 Successful Exits: Building Transferable Businesses & Planning Life After the Sale with Andy Oliver · 25 min · Episodul 78In this replay of Wealthyist Episode 44, host Anthony Mlachnik sits down with Andy Oliver, a 30-year finance veteran, two-time business founder/exiter, and partner at Oak Hill…
- Wealthyist E76: Comfort With a Bit of Chaos: Why the Wealthy Are Trading Beach Resorts for Culture, Adventure, and One Night as a Local with Matt Reimer · 23 min · Episodul 77On this week's Wealthyist, Tom Parks of Annex Wealth Management talks with Matt Reimer, U.S. director of Nerpa Travel, about how high earners can use travel as more than a reward…
- Wealthyist E75: From One Truck To Gen Two: Building a Life—and a Business—Outdoors with Bret Achtenhagen · 34 min · Episodul 76Kent Halleen, wealth manager for Annex Private Client, sits down with Bret Achtenhagen, president and CEO of Seasonal Services, the Wisconsin landscaping firm he launched in 1994…
- Wealthyist E74: Not All Money Is Good Money: Building Athlete Brands, Protecting NIL Deals & Planning Beyond the Game with Griselda Aldrete · 33 min · Episodul 75In this episode of Wealthyist, host Deanne Phillips talks with Griselda Aldrete, founder and CEO of Star Sports Consulting Group and Andretti Law and Consulting. Aldrete’s work…
- Wealthyist E73: From Shop Floor Grind to Functional Edge: How Health Supercharges Entrepreneurial Success with Mike Chirchirillo · 35 min · Episodul 74On this episode of Wealthyist, host Anthony Mlachnik (senior wealth advisor) sits down with Mike Chirchirillo—certified trainer, functional medicine health coach, co-owner of…
- Wealthyist E72 | ESOPs: The Quiet Path from Company Stock to Wealth (and How to Keep the IRS from Taking Too Much) · 16 min · Episodul 73In this episode of Wealthyist, financial planning manager Tom Berkholtz sits down with senior wealth strategist Brian Lamborne of Annex Private Client to demystify Employee Stock…
- Wealthyist E71 | RSUs Unlocked: How Restricted Stock Units Can Create Wealth · 20 min · Episodul 72In this episode of Wealthyist, host Brian Lamborne (Senior Wealth Wtrategist) sits down with Tom Berkholtz (Manager of Financial Planning at Annex Wealth Management) for a clear…
- Wealthyist E70 | Heart, Wealth & Legacy: Tax-Smart Giving Strategies That Outlive You with Gunnar Crowell · 34 min · Episodul 71In this episode of Wealthiest, host Anthony Mlachnik sits down with Gunnar Crowell, Senior Advisor of Charitable Estate Planning for the American Heart Association. Gunnar shares…
- Wealthyist E69 | Luxury Homes That Live Well: Kitchens, Wellness Suites & Future-Proof Design for the Wealthy with Amber Kolacki-Hake · 24 min · Episodul 70In 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 Lake Country…
- Wealthyist Replay| Passion Assets: Turning Your Treasures (and Pets!) into Lasting Legacies – Don't Let Love Become a Burden · 23 min · Episodul 69The episode of Wealthyist (the podcast exploring the lifestyles, choices, and strategies of the wealthy, produced by Annex Wealth Management) features host Tom Parks, Director of…
- Wealthyist E68 | Roots of Wealth: Mastering Tree Care for Luxury Estates with Third-Gen Arborist Freddie Hoppe · 30 min · Episodul 68In 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 family…
- Wealthyist E67 | Your Business's 401(k): A Strategic Tool To Attract & Retain Employees · 24 min · Episodul 67In 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) advisory…
- Wealthyist E66 | Tax Prep vs. Tax Planning: Why High-Net-Worth Families Might Need Both Under One Roof · 33 min · Episodul 66In 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 planning — and why…
- Wealthyist E65 | Are Beneficiary Designations Undermining Your Estate Plan? · 17 min · Episodul 65Are Beneficiary Designations Undermining Your Estate Plan? Beneficiary designations are contractual instructions you give to financial institutions about who receives assets in…
