Podcast

Building Your Wealth Bridge

If your CPA, attorney, advisor, and insurance professional aren’t talking to each other, you don’t have a plan. You have a collection of opinions. We fix that, and here's why: πŸ’¬ π–π‘πšπ­ We 𝐎𝐟𝐭𝐞𝐧 π‡πžπšπ«β€¦

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Latest episodes

  1. Building Your Wealth Bridge - Episode 19 - Q2 Market Recap24 Jul 2026
  2. The Value of a Personal Assistant for UHNW families12 Jun 2026
  3. Should I Make Additional Payments On My Mortgage15 May 2026
  4. Q1 Market Recap: Navigating Geopolitical Volatility20 Apr 2026
  5. P&C Insurance: The Missing Link in Wealthy Family Financial Plans13 Apr 2026
  6. The Science of Investing with Dimensional Fund Advisors10 Mar 2026
  7. What Does A Cybersecurity Firm Do For Me?10 Feb 2026
  8. What Are My Medicare Options?22 Jan 2026