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Talking Wealth | Wave AI Podcast Notes

Talking Wealth cover

Talking Wealth

Freeing Advisors to Build the Practice of Their Dreams

58 episodes

Episodes

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The Missing Layer in Wealth Management

00:25:463/26/2026

The Inside Story of OpenArc’s $129 Billion Breakaway with Dynasty’s Shirl Penney

00:26:063/19/2026

How to Borrow Against Your Portfolio For Less

00:25:423/12/2026

The Extinction Event in Wealth Tech

00:30:093/5/2026

Private Credit: Now Youse Can’t leave

00:33:382/23/2026

Demographics are Destiny in the Housing Market

00:25:432/19/2026

Why 3,000 Financial Advisors Are Meeting up to Discuss AI

00:36:232/12/2026

Private Equity's Liquidity Problem

00:32:142/4/2026

Is Social Security Going Bankrupt?

00:29:091/28/2026

Why Advisors Go Independent

00:32:541/21/2026

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