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Decision Dialogues

Modera Wealth Management

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Are you paving the way for the life you want? Facing decisions that may affect you personally and financially? The Decision Dialogues Podcast, brought to you by Modera Wealth Management, presents personal stories covering pivotal moments and their impact on one’s overall financial goals. In a world where money matters are often unspoken, you will hear candid, personal accounts from a wide spectrum of successful individuals. You will learn about the decisions they faced— and gain inspirationa ...
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The Wealth Cast

Charles P. Boinske

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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 nationall ...
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On episode 32 of Decision Dialogues, Mark Willoughby and Mindy Neira talk to Belinda Aquine of Sovereign Bee Events. Belinda has had a fascinating career journey, from working for a Spanish-language radio station in New York, to a career as an executive assistant, before settling on her current full time entrepreneurship as a wedding and event plan…
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On episode 31 of Decision Dialogues, Mark Willoughby and Mindy Neira speak to Christian Meneses, owner of Blanc Noir Event Group. Christian founded Blanc Noir in 2011 as an extension of his skills in DJing, and he did so after two previous failed entertainment ventures. He discusses his willingness to fail, pick himself back up, and try again, and …
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Episode 30 of Decision Dialogues features Michael DeNitto, the founder and CEO of MarketSight, which was acquired by Reimagine in 2018. Michael talks to Mark Willoughby and Victoria Consoles about spinning MarketSight as a company and product off from Monitor, the company he worked for—and the risks and decisions associated with that path, from lea…
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On Episode 38 of The Wealth Cast, Charles Boinske talks to executive mentor Charles Scott about constructive conflict and informed risk taking. During Mr. Scott’s time as a director at Intel Capital, he guided Intel’s investment operations, which necessarily led to interpersonal conflict which needed to be resolved, and a systematic approach to man…
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On episode 29 of Decision Dialogues, Mark Willoughby is joined by Michael Gibney to have a chat with Thomas Johnson, founder and CEO of GetUpNGetFit, a wellness concierge company. Thomas’ early life was tumultuous, as he was forced to escape the Liberian Civil War with the help of his family and their friends. His entrepreneurial spirit took over a…
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On episode 37 of The Wealth Cast, Charles Boinske talks to Dan Barnett, the creator of Make or Break Execution, and current CEO and owner of The Primavera Company. Dan's experience in heading companies spans across several of the world's largest corporations, and it has informed his Make or Break strategy. He talks to Chas about the importance of d…
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On episode 28 of Decision Dialogues, Mark Willoughby and Jennifer Faherty come together to discuss the first year of the podcast and many of the key takeaways guests have provided through sharing their experiences and stories. They talk about when it comes to decisions, the importance of passion, a life cycle, and the difficulties inherent in mixin…
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On Episode 27 of Decision Dialogues, Mark Willoughby and Karl Graf speak to Eric Meltzer, co-founder of The Grit Ninja, a series of gyms with a ninja warrior theme and a big focus on empowering children. Eric and his wife Allison started The Grit Ninja two years ago, and Eric discusses the decisions, financial and otherwise, he has made in order to…
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Episode 36 of The Wealth Cast sees National Park historian Neil Mangum join Chas to discuss one of the most infamous military conflicts in American history, the Battle of Little Bighorn. General Custer’s defeat shook the foundations of the country, and for over a century, far less was known by establishment historians than should have been, due to …
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On Episode 26 of Decision Dialogues, Mark Willoughby is joined by Mark Rioboli, who has a chat with Shelby Smith of Gym-N-Eat Crickets, a small startup with the goal of making insect protein more accessible to health- and environment-conscious people. Shelby discusses her early career, which took her overseas into the investment banking world, and …
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On episode 35 of The Wealth Cast, Chas speaks to Dimensional Fund Advisors co-CEO, Dave Butler. Following a brief career in professional basketball, Dave worked at a Wall Street financial services firm. After a few years, in which he became disillusioned with the then-prevalent industry model, he moved to California and joined Dimensional, which wa…
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On Episode 25 of Decision Dialogues, Mark Willoughby talks to Modera’s own John Ceparano about the importance of sound, expert advice. John discusses decisions he’s made throughout his own career as well as decisions he’s counseled his clients on. John’s overriding theme is that the more expertise you can muster, the better those decisions are like…
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On episode 34 of The Wealth Cast, Chas is joined by Dave Twardowski, Vice President and Head of Investment Strategy at Vise, an intelligent automation platform that delivers personalized investment solutions. Dave discusses how he works at the intersection of tech and finance and shares how direct indexing is transforming the industry. Get the full…
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On Episode 24 of Decision Dialogues, Mark Willoughby and Mindy Neira are joined by Terry Lyons, founder and managing partner of Lyons & Associates, P.C., a firm specializing in divorce and family law. Terry talks about the shift that occurred in her life that caused her to leave the big firm where she worked previously and start her own firm, and h…
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On episode 33 of The Wealth Cast, Chas speaks to Sebastian Jersch, CEO and founder of Neo Consult, a financial planning company based in Marburg, Germany. Sebastian discusses the long road still ahead of financial planners in Germany who, tired of the conflict created by “free” financial planning services, have established fee-only advice. He expla…
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On Episode 23 of Decision Dialogues, Jennifer Faherty speaks with Dr. Kelly McNally Passarelli, dentist and owner of McNally Passarelli DDS. Kelly talks about how her passion for dentistry emerged at a young age after her experience with cleft lip and palate. She shares how she navigated the painful loss of her husband and, through resilience and a…
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On episode 32 of The Wealth Cast, Chas is joined by Pat Runyen of Modera Wealth Management for a discussion on the potential changes to tax law that have been introduced by the House Ways and Means Committee. These changes may impact estate planning, capital gains rates, and more. Get the full show notes and more resources at TheWealthCast.com…
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On Episode 22 of Decision Dialogues, Mark Willoughby and Tom Orecchio welcome Dr. Sameera Daud of Metropolitan Endocrinology in Edgewater, New Jersey, to talk about her experiences as a new small business owner. Having previously worked for another private practitioner for twelve years, Dr. Sameera talks about how now, running her own practice, she…
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On Episode 21 of Decision Dialogues, Mindy Neira joins Jennifer Faherty to speak with Maria McGinley, Managing Partner at Mayerson and Associates. Maria discusses how she decided on a major career shift from teaching to law, through which she represents the families of children with autism and other disabilities. She also offers advice to other wom…
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Evidence-based investing is a core principle of being a good steward of your wealth. That is why Chas has selected his interview with Robin Powell for this Wealth Cast Rewind, to follow up on his previous episode on the Five Tenets of Evidence-Based Investing. An educated investor is a great investor. That is why investing should not be dependent o…
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On Episode 20 of Decision Dialogues, Jennifer Faherty and Victoria Consoles speak with Deepak Shrivastava, CFO of The Flex Company, co-founder of Porter & Sail, and former CEO of Hotel Credits. Deepak discusses the risks he navigated as he took the leap to start Porter & Sail. He shares insights on how he raised capital and incubated a startup with…
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On episode 30 of The Wealth Cast, Chas discusses the five tenets of evidence-based investing: markets work, diversification is your buddy, discipline is critical to your success, costs matter, and risk and return are related. He explains each, giving examples for how to apply them in your own portfolio management. Get the full show notes and more r…
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On Episode 19 of Decision Dialogues, Victoria Consoles and Mark Willoughby are joined by Dr. Cathy Gurman, who co-runs Westwood Family Chiropractic with her husband, Dr. Jett Gurman. Cathy discusses her experience starting a practice directly out of chiropractic school, shares insights on how she balances her business, her patients, and her family …
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On Episode 18 of Decision Dialogues, Jennifer Faherty and Tom Orrechio are joined by JJ Krachtus, president of Conrad's Confectionery in Westwood, New Jersey. Conrad's has been serving candy and ice cream in Bergen County since 1928. JJ talks about this multi-generational, family-owned business, the decisions he made which led to him “taking over” …
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Rosalind Sutch of Drucker & Scaccetti joins Chas for episode 29 of The Wealth Cast, and she shares her insight into potential changes in tax law for 2021, as well as various tax-reducing strategies that will likely apply regardless of those changes. She discusses the utility of Donor-Advised Funds for charitable giving, the importance of coordinati…
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On Episode 17 of Decision Dialogues, Jennifer Faherty hosts a discussion between Victoria Consoles and Lisa Cross, owner and operator of Sweat Threadz, a custom athletic clothing shop. Lisa talks about her unconventional career trajectory, working as a pediatric ICU nurse, then a triathlon coach, to founding Sweat Threadz. She provides insight into…
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On episode 28 of The Wealth Cast, Eduardo Repetto of Avantis Investors joins Chas to discuss the Limits of Arbitrage, a concept which explains strange price action in the markets. With “meme stocks” such as GameStop and AMC showing unusual behavior over the past several months, Eduardo discusses how the Limits of Arbitrage impact the market's abili…
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On Episode 16 of Decision Dialogues, Karl Graf joins Jennifer Faherty to speak with Dr. Ruby Kim, who runs an independent medical practice, Premier Spine and Sports Medicine. Ruby discusses her decision to establish an independent practice and talks about how she weathered challenges while staying true to her vision for patient-centered care. She a…
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On episode 27 of The Wealth Cast, Chas talks to Brian Tierney, CEO of Brian Communications, about the successes and setbacks he's faced in a long entrepreneurial career. He shares his deep marketing insights, what to do just as one's career is starting, stressing the importance of just jumping in feet first, and offers advice for people at any stag…
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On Episode 15 of Decision Dialogues, Mark Willoughby and Mindy Neira speak with Cyndie Chang, Managing Partner of Duane Morris’s Los Angeles office. Cyndie talks about her trajectory in law and her creative approach to solving problems for businesses. She discusses her passion for diversity and inclusion work and shares insights about mentorship, d…
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In Episode 14 of Decision Dialogues, Karl Graf joins Mark Willoughby to speak with William Glenn, Executive Chairman of Crenshaw Associates. Bill's career spans several decades and includes stints as the CEO of American Express, President at PepsiCo, and more. He discusses the decision he made to leave Pepsi to leave Pepsi, run a smaller company, a…
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On Episode 13, Mark Willoughby and Tom Orecchio speak to Chris Hliboki of Hliboki Law. Chris discusses his decision to strike out on his own as a solo legal practitioner after working as an associate for another firm in the early part of his career. He talks about the challenges he's faced, the rewards that decision and others have resulted in, and…
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Apollo Lupescu returns to The Wealth Cast for episode 26, joining Chas Boinske to talk about value and small cap investing and their potential for increased returns in an investment portfolio. After simplifying the concepts for even beginning investors, they review the relevant risks and rewards, stressing the importance of staying the course, and …
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On Episode 12, Mark Willoughby and Victoria Consoles are joined by Deb Shames of Personal Best College Coaching to talk about the decisions she's made in her line of work. From finding a balance between helping as many students as possible and making a living, to how best to serve her families, decision making is at the heart of what Deb does. Get …
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Chas hosts John Juracek, former owner of Blue Ribbon Flies in West Yellowstone, Montana, for this special fly fishing episode 25 of The Wealth Cast. They discuss John's journey and how he came to live and work in Yellowstone, the magic of Yellowstone and specifically of Firehole River, the history and traditions associated with fly fishing, and muc…
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On Episode 11 of Decision Dialogues, Mark Willoughby of Modera talks to Steve Ryder, the founder of True North Networks, a provider of managed hosting technology, cybersecurity, and IT services. Steve talks about his decision to strike out on his own and found True North, and identifies what his biggest mistake was—which almost prevented True North…
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On Episode 10 of Decision Dialogues, Modera CEO Tom Orecchio and COO Mark Willoughby speak to estate planning attorney Mary Browning of Cole Schotz, P.C. In addition to sharing some useful career insights, Mary talks about one of the most important decisions anyone can make, but one that is so often avoided—how one's affairs will be handled in the …
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On Episode 9 of Decision Dialogues, Jennifer Faherty and Mark Willoughby have a conversation with Ruthanne Roth, Founder and Managing Partner of Aster Talent Partners. Ruthanne cites her willingness to take on risk in the pursuit of success, but also how she has moderated her gut instincts with data and advice, as primary drivers of that success. G…
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On Episode 24 of The Wealth Cast, Charles Green, co-author of The Trusted Advisor, joins Chas to discuss how to build trust in your relationships. Charlie has consulted with countless firms to help them build and improve client relationships. His methods, which use a Trust Quotient with several factors, are systematic in nature, and Chas has utiliz…
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On Episode 8 of Decision Dialogues, Mark Willoughby speaks to Dr. Barry Kaplan of the Modera Atlanta office about his unlikely career path. Though a dentist by training, Barry always had a passion for business and as he describes it, was always “a much better businessman than dentist.” He talks about his commitment to making a difference for his cl…
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On Episode 23 of The Wealth Cast, Chas hosts former nuclear submarine commander Kevin Cheesebrough, Captain USN (Ret), PCC, who now serves as an executive leadership coach. They discuss how the skills Kevin developed in the Navy transferred into civilian life, from emotional intelligence, to managing data, to how important it is for leaders to trus…
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Episode 7 of Decision Dialogues brings Mike Merida, chef and owner of Rockin’ Roots, to the show. Mike is a Michelin star chef with training in accounting. He discusses his journey from restaurants around the world, from Japan, to England, to Spain and others, to appearing on the Beat Bobby Flay show, to using his expertise to consult with new rest…
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On Episode 22 of The Wealth Cast, Chas is joined by Robert “Cujo” Teschner, former US Air Force fighter pilot and current CEO and chief consultant of VMax Consulting, which specializes in helping organizations build high-performing teams. Robert shares his insights about leadership, molding effective, fulfilled team members who “buy in,” and the im…
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On episode 6 of Decision Dialogues, Mark Willoughby speaks to Karen Keatley. Karen talks about her experiences in the asset management world, and how she found that Wall Street was both male-dominated and outwardly hostile to women trying to establish a career. Karen eventually transitioned to starting her own firm. Her decisions led to outstanding…
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On Episode 21 of The Wealth Cast, Chas talks with Gary Pica, founder of TruMethods, which specializes in concepts and advice for Managed Service Providers in IT to grow their businesses. The core of what's holding back all businesspeople is the “Upper Limit Problem,” what each of us believes we deserve. Gary talks about shattering that upper limit,…
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On episode 5 of Decision Dialogues, Mark Willoughby and Jennifer Faherty talk to Gary Zimmerman, who founded MaxMyInterest.com, an intelligent cash management solution. They discuss Gary's decision to leave his career as an investment advisor to found Max My Interest—from noticing the problem, to “de-risking” his business plan, figuring out the tec…
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On Episode 20 of The Wealth Cast, Apollo Lupescu discusses 2020's financial wildness. He stresses that having a financial plan based in solid principles was the key in 2020—a year that ended up being a net gain for the financial markets. Apollo highlights the importance of advisors who do not merely facilitate, but keep a consistent message and the…
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For episode 4 of Decision Dialogues, Mark Willoughby and Laurie Kane Burkhardt speak with Tracey Spruce, founding member of Spruce Law, LLC. Tracey’s decision to start her own law practice, in the midst of her second pregnancy, was a rousing success thanks to a great deal of flexibility. Tracey has stuck to that philosophy ever since, and says she …
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On Episode 19 of The Wealth Cast, the tables are turned! Charles is introduced by Tina Dietz, CEO and Founder of Twin Flames Studios, which produces The Wealth Cast. They discuss big news, the merger of Independence Advisors with Modera Wealth Management as of the beginning of 2021, and Chas shares many stories, including his trip to Germany on beh…
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