Claim OwnershipThe Wealth Cast
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Financial planning can be complex, and the stakes are high. We created this podcast to share what you need to know to help you work toward the luxury of financial independence.
Join your host, Charles Boinske, CFA, Principal, Wealth Manager and Chief Visionary Officer of Modera Wealth Management, LLC and his guests as they share their global financial expertise so you can have more time, confidence and satisfaction to do things you love - like fly fishing!
Charles Boinske, CFA, is a nationally recognized resource regarding complex financial issues faced by high-net-worth individuals and institutions. The co-founder of Independence Advisors which merged with Modera Wealth Management in 2020, Charles earned the Chartered Financial Analyst (CFA) designation, which is highly respected by the global financial industry for its rigorous focus on current investment knowledge, analytical skill, and ethical standards. Charles is also a member of the New York Society of Security Analysts, the CFA Society of Philadelphia
Modera is an SEC registered investment adviser which does not imply any level of skill or training. For additional information see our Form ADV available at www.adviserinfo.sec.gov which contains a full description of our business, operations and service offerings including fees. Statements made in the podcast are not to be construed as personalized investment or financial planning advice, may not be suitable for everyone and should not be considered a solicitation to engage in any particular investment or planning strategy. Statements made are subject to change without notice.
Join your host, Charles Boinske, CFA, Principal, Wealth Manager and Chief Visionary Officer of Modera Wealth Management, LLC and his guests as they share their global financial expertise so you can have more time, confidence and satisfaction to do things you love - like fly fishing!
Charles Boinske, CFA, is a nationally recognized resource regarding complex financial issues faced by high-net-worth individuals and institutions. The co-founder of Independence Advisors which merged with Modera Wealth Management in 2020, Charles earned the Chartered Financial Analyst (CFA) designation, which is highly respected by the global financial industry for its rigorous focus on current investment knowledge, analytical skill, and ethical standards. Charles is also a member of the New York Society of Security Analysts, the CFA Society of Philadelphia
Modera is an SEC registered investment adviser which does not imply any level of skill or training. For additional information see our Form ADV available at www.adviserinfo.sec.gov which contains a full description of our business, operations and service offerings including fees. Statements made in the podcast are not to be construed as personalized investment or financial planning advice, may not be suitable for everyone and should not be considered a solicitation to engage in any particular investment or planning strategy. Statements made are subject to change without notice.
18 Episodes
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1The 2020 election has come and gone, which means uncertainty about the changing tax landscape. Michael McBratnie joins Chas to discuss what-if scenarios based on the Georgia runoff elections, as well as potential changes that may be occurring in tax law in 2021 and beyond and some ways to prepare for them. Get the full show notes and more resources at https://TheWealthCast.com
Scott Addis of Beyond Insurance joins Chas to discuss his Growth Mindset Index, an important tool and key for personal and business growth. The five elements of a growth mindset are: Passion, emotional intelligence, drive, gratitude, and resilience. Scott also identifies three types of people relative to growth mindset: The quitter, the camper, and the climber, and how important it is to surround yourself with the latter of the three. Get the full show notes and more resources at https://TheWealthCast.com
The current tax environment presents a unique opportunity for savvy personal investors to diversify their holdings and minimize their tax liabilities, especially given the uncertainty of future tax law. Chas Boinske and Pat Runyen talk with Rachel Kieser of Drucker & Scaccetti about the possibilities Roth IRA conversions may provide and discuss two example scenarios to help illuminate what might otherwise be a murky investment picture. Get the full show notes and more resources at https://TheWealthCast.com
On episode 15 of The Wealth Cast, Charles talks with Pat Runyen of Independence Advisors about year-end financial planning. They cover pro forma tax returns, the CARES Act, loan refinancing, charitable giving, estate planning, and more. Pat stresses the importance of anticipating both current events and potential future changes in tax law in order to maximize the benefits to you. Get the full show notes and more resources at https://TheWealthCast.com
Sustainable investing, once something actively discouraged by many financial advisors, has become a hot topic in the investment world in recent years. Chas talks with Sam Adams, the CEO of Vert Asset Management, about exactly what sustainable investing is, how it has grown in the investment space, and the many opportunities to ethically invest in social good that sustainable investing now provides. Get the full show notes and more resources at https://TheWealthCast.com
The pandemic has led many of us discovering and venturing into new hobbies that we otherwise wouldn’t have given a chance. Taking a detour in this episode, Charles P. Boinske talks about his favorite subject, fly fishing, with the owner and operator of Blue Ribbon Flies in West Yellowstone, Montana, Cam Coffin. Here, Cam talks about fishing in Yellowstone country throughout the seasons. He takes us across the trips they are offering while also offering some helpful tips and tricks to prepare us with this activity, no matter the condition. If you’re looking for some fun on the side while in this quarantine, then take a listen to Cam and Charles’ conversation.
We all need direction in our lives. Otherwise, we’ll all just be wandering around aimlessly without achieving anything. One central concept to helping us find that is by having a mission. In this episode, Charles P. Boinske, CFA talks to Dr. Joseph Pica about the importance of having a clear mission in both personal and professional life. Dr. Joseph earned his doctorate in organizational theory at Indiana University, where he was the MBA Program Director and was instrumental in helping the program achieve a ranking of 7th in the nation. Lending his experience, he shares the things he has learned throughout the years about benchmarking and how it helped improve the quality of candidates and education of the students. At the heart of it is making sure that decisions are in line with the mission, because this is the best way to be successful. Love the show? Subscribe, rate, review, and share! Here’s How » Join The Wealth Cast Community today: https://TheWealthCast.com LinkedIn Twitter Facebook
Changing your residency is not as simple as packing your bags and moving into a new house. There are important tax considerations that you have to think about, especially if you want to avoid a heavy tax burden. Helping you navigate the world of relocation and the tax implications thereof, host Charles P. Boinske invites over to the show Daniel Kelly, the senior associate in Hodgson Russ' Tax Practice. In this episode, Daniel sheds light on the things you need to consider before changing residency to reduce your tax burden, regardless of what state you live in. He goes deep into the concept of taxpayer's domicile, providing a checklist that spans the individual's lifestyle changes and their family and more. Follow along to this interesting conversation to learn more about changing and establishing your state and local tax residency.
The financial world can be quite overwhelming. There is so much information out there that it can be easy to get carried away by it all and forget what really matters. In this episode, Charles P. Boinske interviews Meir Statman, Glenn Klimek Professor of Finance at Santa Clara University, to help cut through the noise by breaking down the five myths about diversification and reminding us not to lose ourselves by explaining why good financial advisors are well-being advisors. He touches on strategic and tactical asset allocations and how you should think about diversifying your portfolio instead. To the second part, Meir then talks about the domains of well-being, highlighting the important things that matter—even more than investments. Join him and Charles in this conversation as they discuss more. Get the full show notes and more resources at https://TheWealthCast.com
An educated investor is a great investor. That is why investing should not be dependent on hunches and guesswork. Every deal should be considered and given the proper amount of time to learn about. Speaking about this very important subject, Charles P. Boinske, CFA interviews The Evidence-Based Investor, Robin Powell, to talk about evidence-based investing, how he is building the case for it around the world, and why he thinks the industry has a long way to go in this aspect. What is more, he lays down the moments in history that have pushed for evidence-based investing, tapping as well the capital markets, and preparing for market crashes. Get the full show notes and more resources at https://TheWealthCast.com
Non-profit Fred’s Footsteps honors the life and legacy of G. Fred DiBona, Jr., who was known and respected for his generous spirit and dedication to others. His daughter, Christine DiBona Lobley, heads up Fred's Footsteps in raising money to help families with seriously ill, injured or disabled children. In this episode, Christine shares some of the many ways in which the organization has helped hundreds of families. Get the full show notes and more resources at https://TheWealthCast.com
In considering financial health, you must also include your mental and emotional well being, ensuring a break from the demands of work and family. In this episode, George Daniel shares the inspiring story of how he turned his childhood passion for fly-fishing into an exciting and rewarding career. George is currently the director/lead instructor for the Pennsylvania State University Fly Fishing Program. Get the full show notes and more resources at https://TheWealthCast.com
Millions of people in the world are used to Western privilege with its opportunities, resources, money, and the best medical care. Yet millions more are born into a level of poverty that we cannot begin to comprehend. In this episode, Dr. Anthony Coletta, MD, MBA, shares his powerful story of taking his surgical skills into Haiti since 2007, and how truly transformational this experience has been. Get the full show notes and more resources at https://TheWealthCast.com
For many years, German banker, Christoph Kanzler, has been leading the charge in creating a greater distribution of wealth and equal opportunities for the people of Germany. As a strategic visionary, he creates a new understanding around the topics of investing, saving and capital markets. In this episode, Kanzler discusses the hard-won changes in both the mindset of the citizens and the financial services and opportunities in Germany. Get the full show notes and more resources at https://TheWealthCast.com
For generations, people were brought up not to talk about money. But if you've accumulated wealth that you want to leave to your family, it's essential to break through those barriers and start communicating. In this episode, Jane Scaccetti, CPA and CEO of Drucker & Scaccetti, shares crucial information about why it is so important to be good stewards of your wealth in order to ensure that the next generation does the same. Get the full show notes and more resources at https://TheWealthCast.com
Greg Cleary is a Leadership Team Coach who specializes in helping companies scale up. With a reputation for results, he is one of the most in-demand, highly respected business coaches in the region. In this episode, Greg offers a powerful strategy that shifts stress and helps clients feel more in control, as well as sharing the four essential factors to consider in protecting their businesses as well as your own. Get the full show notes and more resources at https://TheWealthCast.com
With COVID-19 wreaking havoc on all aspects of life around the globe, we are facing financial uncertainty of epic proportions. The pressure of a volatile market leaves us wondering what's next. In this episode, Trusts and Estates Attorney, Michael McBratnie, offers insight into how to find and maximize opportunities during a significant economic downturn. Get the full show notes and more resources at http://TheWealthCast.com
While COVID-19 wreaks havoc on the economy, investors are particularly anxious and wondering what to do. With the added element of health concerns, this emotionally-charged situation makes financial decisions even trickier. In this inspiring episode, Apollo Lupescu, PhD and Vice President at Dimensional Fund Advisors, looks back on previous historic crises and the hope they offer as we move through uncharted territory. Get the full show notes and more resources at http://TheWealthCast.com
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