Investipal Podcast

Helping breakthrough the financial literacy wall with guests ranging from investment researchers to AI portfolio managers. The Investipal podcast gives listeners actionable and easy to understand investment ideas.

Good Financial Planning Depends on Good Data

Tim Bickmore shares why proper data architecture and classification is hard to get, how that impacts financial planning, common mistakes made by advisors and clients in financial planning, tax optimization strategies, the future of AI in financial planning, and more.

Unlocking Growth with Private Lending & Alternative Assets with Jamie Shulman

Jamie Shulman discusses how Meriwether Group approaches private lending, what they look for in borrowers, how they structure their investments and the current environment for private credit from businesses seeking capital to investors looking for yield.

Unlocking Alternative Investments with "The Queen of Alternatives", Shana Sissel

Shana Sissel discusses alternative investments, why they're important, challenges with accessing them, the importance of operational due diligence, evolving the 60/40 portfolio, and morel

The Rational Approach to Wealth Management with Cameron Passmore

Cameron Passmore discusses designing a purpose-driven firm, evidence-based investing. improving financial literacy and more.

How to Build Wealth in Today's World

Colin Overweg discusses how wealth-building has changed, the challenges younger generations are facing, and modern strategies for success.

Why Financial Advisors Should Collaborate, Not Compete with Stoy Hall

Stoy Hall discusses the importance of financial education, holistic wealth building strategies, and why financial advisors and planners should collaborate, not compete.

Financial Literacy for Kids and Teens with Liz Frazier

Learn tips for teaching financial literacy to kids and teens from expert Liz Frazier on the Investipal podcast. Discover how to introduce money management early for lifelong benefits.

Wealth Management, Nvidia, Bitcoin & More with Douglas Boneparth

Douglas Boneparth is the Founder and President of Bone Fide Wealth, a New York City-based wealth management firm dedicated to serving the city’s hardest-working young professionals. In this episode, we discuss building a successful wealth management practice, the Magnificent 7, Nvidia and semiconductors, Bitcoin, and more.

Why Crypto is the Future of Money with Tyrone Ross

Tyrone Ross is the CEO and Co-Founder of ⁠⁠Turnqey Labs, Inc.⁠⁠, a legend in the wealth management space and a fervent advocate for using technologies like blockchain to democratize financial services and open up opportunities for underserved communities.. We discuss Bitcoin, allocating crypto within client portfolios, the transformative potential of crypto for underserved communities, and more.

The Complexities of Investing with Peter Lazaroff

Peter Lazaroff is the CIO of ⁠PlanCorp⁠, Advisor at ⁠Brightplan⁠, and Author of ⁠Making Money Simple: The Complete Guide to Getting Your Financial House in Order and Keeping It That Way Forever⁠. He shares how he thinks about the complexities of finance, portfolio construction and management, the importance of taking a scientific approach to investing, decision-making and reducing bias, and more. Please enjoy our conversation with Peter Lazaroff.

The Future of Financial Services with Jamie Hopkins

Jamie Hopkins, CEO of Bryn Mawr Capital Management and founder of the FinServ Foundation, discusses the challenges and opportunities in the financial profession and how his foundation is helping the next generation of financial professionals.

Making Financial Independence Inevitable with Nate Hoskin

Nate discusses his journey in growing his practice and servicing a younger clientele. He emphasizes the importance of asset allocation and a quantitative approach to investing.

The Next Generation of Wealth Management with Paul Litchfield

We explore the challenges and opportunities in the wealth management industry today, including the aging workforce and the importance of succession planning for financial advisors.

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