Parhaat Modern Wealth Management Podcastit (2024)

1
Growing and Sustaining a Family Business with Joe Pohrer 38:54

2M ago38:54

38:54

On the latest episode of our podcast, Darrick welcomes Joe Pohrer, President of the Pauly Jail Building Company. Together, Darrick and Joe will delve into the impact Joe has brought to central Indiana. A long anticipated conversation, we welcome you to the show and hope you learn much from this knowledge packed episode. Chapters: 0:00 - Introductio…

1
The Evolution of Investing and State-of-the-Art Strategies 49:11

4M ago49:11

49:11

On the latest episode of our podcast, Darrick welcomes Dimensional Fund Advisor Vice President, Apollo Lupescu. Together, Darrick and Apollo will delve into the early ideas behind investing and how they evolved to become the state-of-the-art strategies of today. A long anticipated conversation, we welcome you to the show and hope you learn much fro…

1
How I Secure My Family's Success 58:01

6M ago58:01

58:01

On the latest episode of our podcast, Darrick opens up about the comprehensive financial plan he's built to ensure his family's long-term stability and prosperity. Darrick shares the inner-workings of the comprehensive financial plan he built to ensure his family's long-term stability and prosperity. Discover how he balances risk and maximizes grow…

1
Vote For Your Ballot, Not Your Life Savings 28:41

8M ago28:41

28:41

As we draw closer and closer to another Presidential election in 2024, many investors are wondering how their portfolio will perform based on who is ultimately elected President of the United States. And throughout history, investors often make investment mistakes because of their perception of the election results. On the latest episode of Modern …

1
The Most Important Considerations for Passing on Your Family Business 33:30

10M ago33:30

33:30

The reality of the situation is that most business owners aren't adequately prepared for passing on their business and executing a well-designed succession plan. Oftentimes, these efforts and conversations are happening too late. On the latest episode of Modern Wealth Management, Darrick covers the most important considerations that business owners…

1
Grow Your Money in 2024 and Beyond! 46:57

10M ago46:57

46:57

Welcome back to Modern Wealth Management! We're excited to kickoff Season Two of our show, where we'll explore the various sectors of wealth management, as well as community conversations and personal development topics. To launch our second season of the show, we're diving into the overall importance of establishing, and sticking to, an investment…

1
The Seduction of Pessimism 33:45

2+ y ago33:45

33:45

Optimism is typically the best bet for most people because their lives tend to get better, for most people, most of the time. But pessimism seems to hold a special place within our hearts because it sounds smarter and it's more intellectually captivating. On the latest installment of Modern Wealth Management, Darrick sits down to discuss the differ…

1
Five Critical Wealth Planning Mistakes of Successful Family Businesses 45:21

2+ y ago45:21

45:21

Running a successful family business takes a tremendous amount of both working hard and working smart, as well as navigating family dynamics along the way! On the latest installment of Modern Wealth Management, Darrick explores some of the key mistakes that too many successful family businesses make and how to best avoid them. Given Darrick's exten…

1
Mental Toughness Within Wealth Management 51:17

2+ y ago51:17

51:17

In the latest installment of Modern Wealth Management, we welcome Dr. Rob Bell, Author and Mental Toughness Coach, to the show to discuss how mental toughness can play a vital role within wealth management overall. Listen, as Darrick and Dr. Rob share details on their personal and professional relationship, which led Darrick to understand the impor…

1
Entrepreneurs: Here's Why You Need an Estate Plan! 25:23

3y ago25:23

25:23

If you are like many business owners, you’re looking out for more than just the financial health of your company. You also want to take care of your family and loved ones by providing for them and setting them up for rewarding lives of their own. In the latest installment of Modern Wealth Management, Darrick and Ryan are exploring how proactive est…

1
What is Crypto Currency? 57:06

3y ago57:06

57:06

In the latest installment of Modern Wealth Management, Darrick and Ray welcome Greg Johnson, CEO of Rubicon Crypto, onto the show to highlight the ever-changing nature of crypto currency. Given the buzz surrounding crypto currency as we roll into 2022, Greg addresses a handful of frequently asked questions and why it can be a valuable tool within t…

1
Overview on Upcoming Tax Proposals with Lisa Curry 51:47

3y ago51:47

51:47

A new year brings a new batch of tax proposals that could leave you scratching your head. In the latest installment of Modern Wealth Management, we bring you a special edition of the show that features a unique guest from the tax planning realm. Darrick is joined by Lisa Curry, Partner at Katz, Sapper & Miller, to address a wide variety of year end…

1
Big Wealth Mistakes the Super Rich Don't Make 29:00

3y ago29:00

29:00

The bad financial decisions you avoid can be just as important as the good financial moves you make. And while no one is perfect, highly successful people and families tend to avoid major slip ups. In the latest installment of Modern Wealth Management, Darrick and Ryan explore some wealth-destroying mistakes that high successful people do a good jo…

1
Have a Trust? You Might Need a Trust Protector! 24:47

3y ago24:47

24:47

In the latest installment of Modern Wealth Management, Darrick explores the complex nature of trusts and why it's beneficial to have a trust protector in place. When you have a trust, it's overseen by a trustee. But, who is keeping an eye on the trustee to ensure he or she is not exploiting you? If the answer is "no one" or "I don't know," it may b…

1
Do You Have What it Takes to Create Significant Wealth? 28:07

3y ago28:07

28:07

Research shows that entrepreneurship can be one of the most effective ways to become wealthy. But, it takes a lot more than simply being a business owner to generate significant wealth. In the latest installment of Modern Wealth Management, Darrick and Ray highlight the four key drivers of business and financial success, as well as personal commitm…

1
What Makes an Elite Wealth Manager Elite, Exactly? 31:35

3+ y ago31:35

31:35

Affluent individuals, families, and business owners want to make the best decisions regarding their wealth and the first decision usually deals with selecting a particular wealth manager. They want to make sure they are working with the best of the best, but how can you tell if a wealth manager truly is elite? In the latest installment of Modern We…

1
Three Reasons Life Insurance Should Be Part of Your Wealth Plan 24:55

3+ y ago24:55

24:55

Life insurance isn't the most exciting financial topic, when compared to investment planning overall. However, it's actually one of the most flexible and versatile tools that you have within your wealth planning toolkit! In the third installment of Modern Wealth Management, Darrick and Ryan explore the reasoning behind why you should incorporate li…

1
Preparing Heirs For Their Inheritance 36:22

3+ y ago36:22

36:22

In the second installment of Modern Wealth Management, Darrick and Ray explore the complex nature surrounding inheritances. The big question surrounding this topic is: Are your heirs ready to deal with the wealth you may be planning to pass on to them someday? It's an unfortunate fact that inheritors often struggle with their windfalls in a way tha…

1
Stress Testing 41:29

3+ y ago41:29

41:29

In the inaugural episode, we introduce you to our show host, Ryan Ruff, as well as Managing Partners of Monon Wealth, Darrick Hutchens and Ray Kramer. With one of the most financially tumultuous years now behind us, there is a great deal of uncertainty surrounding finances. Whether it was the COVID-19 pandemic, the controversial Presidential Electi…

Kuuntelemisen arvoisia podcasteja

Modern Wealth Management podcastit

Kuuntelemisen arvoisia podcasteja

1
Modern Wealth Management

Darrick Hutchens and Ray Kramer

1
Growing and Sustaining a Family Business with Joe Pohrer 38:54

1
The Evolution of Investing and State-of-the-Art Strategies 49:11

1
How I Secure My Family's Success 58:01

1
Vote For Your Ballot, Not Your Life Savings 28:41

1
The Most Important Considerations for Passing on Your Family Business 33:30

1
Grow Your Money in 2024 and Beyond! 46:57

1
The Seduction of Pessimism 33:45

1
Five Critical Wealth Planning Mistakes of Successful Family Businesses 45:21

1
Mental Toughness Within Wealth Management 51:17

1
Entrepreneurs: Here's Why You Need an Estate Plan! 25:23

1
What is Crypto Currency? 57:06

1
Overview on Upcoming Tax Proposals with Lisa Curry 51:47

1
Big Wealth Mistakes the Super Rich Don't Make 29:00

1
Have a Trust? You Might Need a Trust Protector! 24:47

1
Do You Have What it Takes to Create Significant Wealth? 28:07

1
What Makes an Elite Wealth Manager Elite, Exactly? 31:35

1
Three Reasons Life Insurance Should Be Part of Your Wealth Plan 24:55

1
Preparing Heirs For Their Inheritance 36:22

1
Stress Testing 41:29

Pikakäyttöopas