Best Adams Wealth Partners Podcasts (2025)

1
May 31st, 2025 - Consider the Source 44:05

14h ago44:05

44:05

Adam and Steve read between the headlines, as always, so we can understand what's happening in the world of finance. Call or email in to have your questions answered!By Van Wie Financial

1
The Best Way to Save for College? What You Need to Know About 529s 20:57

16h ago20:57

20:57

🎓 Saving for college doesn’t have to feel overwhelming.In this episode of Retire While You Work®, Myles and Jeri Anne break down practical ways to prepare for education costs—whether you’re saving for a child, a grandchild, or even yourself. From 529 plans to flexible strategies that fit your broader financial goals, they share what every family sh…

1
Impact Update: What’s Working, What’s Not, and What’s Next with Eric Rice (#088) 57:47

6d ago57:47

57:47

My guest today is Eric Rice – back for his second appearance on the podcast. When we first spoke, he was running one of the only public equity funds in the impact space available to retail investors. Now, that fund has been shut down, the capital returned, and Eric has moved to private equity – specifically, to SEAF, an investor in emerging market …

1
May 27th, 2025 - The Big Beautiful Bill 43:55

7d ago43:55

43:55

Adam, Joey, and Steve are live on air discussing the thing that matters to everyone: finances! Tune in to get updated on market news and changes happening that could affect your wallet!By Van Wie Financial

1
New Mountain Capital's Steve Klinsky - building a business that builds businesses 53:41

7d ago53:41

53:41

Welcome back to the Alt Goes Mainstream podcast. Today’s episode is with a private equity pioneer who has seen the industry evolve in the forty plus years he’s spent in private markets. We sat down with Steve Klinsky, the Founder and Chief Executive Officer of New Mountain Capital, which he started in 1999, and has grown to over $55B AUM with an in…

1
The Global Economic Chessboard: Trump, Trade, and Transformation w/ Emmanuel Daniel 42:53

10d ago42:53

42:53

Emmanuel Daniel, founder of the Asian Banker, explains how global economic dynamics are shifting. The discussion covers the decline of multilateral trade arrangements, the strategic blunders in U.S. tariff policy, why a BRICS currency won’t replace the US dollar as the global reserve currency, and the rise of domestic fintech infrastructures that c…

1
Arcesium's Cesar Estrada - data silos and technology integrations in private markets 41:15

12d ago41:15

41:15

Welcome back to the Alt Goes Mainstream podcast. Today we sit down with a technology and fund services veteran who has worked with many of the industry’s largest asset managers. Cesar Estrada is Private Markets Head at Arcesium, a global financial technology company delivering pre- and post-investment operations and enterprise data management solut…

1
Finding the Frame - From Euphoria to The Studio (feat. Adam Newport-Berra) 52:57

12d ago52:57

52:57

Thanks for joining us for another episode of the Filmmakers Academy Podcast! Take advantage of monthly virtual group coaching, networking events, as well as new content released weekly by becoming a member today. Join today and get $50 off your first year by using the promo code FAPOD50. And join the #1 resource for cinematographers, film crews, an…

1
Monthly Alts Pulse Ep. 16: Live from iCapital Connect - the technology perspective of model portfolios and UMAs with GeoWealth and iCapital 16:34

13d ago16:34

16:34

Welcome to the 16th episode of the Monthly Alts Pulse, a collaboration between iCapital x Alt Goes Mainstream. We were live from iCapital Connect’s conference in Phoenix to announce a ground-breaking partnership in private markets: a collaboration between BlackRock, iCapital, and GeoWealth, where models that include both public and private markets …

1
Community Investing Myth Busters: Four Investors Who Go Where Banks Won’t (#087) 2:18:15

13d ago2:18:15

2:18:15

This 4-in-1 compilation episode is about capital that doesn’t flow on its own. It has to be pushed into places with no pitch decks and no polished management teams. The places where spreadsheets say “too risky,” but the need is obvious to anyone paying attention. This is capital for the common good, yes – but it’s also capital that works. These are…

1
Destination Europe with Pemberton’s Co-Founder Symon Drake-Brockman 42:49

14d ago42:49

42:49

As America turns inwards, investors are turning east, towards Europe. It’s a seismic shift not seen since the end of WWII. In this episode, we talk with Symon Drake-Brockman, co-founder and Managing Partner of Pemberton Asset Management, one of Europe’s largest private credit platforms, about the implications of this shift. Prior to starting Pember…

1
May 17th, 2025 - Full House! 44:02

15d ago44:02

44:02

This week, the Van Wie Financial Hour gets all three of your favorite hosts together to discuss the week's market! Adam, Joey, & Steve answer caller questions and have lively debates on trending financial topics!By Van Wie Financial

1
May Market Update 21:03

18d ago21:03

21:03

Missed our May Market Update? Watch the replay now! We covered the latest market movements, updates on tariffs and government policy, and what it all means for investors. Plus, we wrapped up with a live Q&A to answer your top questions. Stay informed. Stay confident. 🎥 Watch now and catch up on the insights you may have missed. #MarketUpdate #Inves…

1
Beyond Stocks and Bonds: Exploring Alternative Assets, e.g. private credit, VC, farmland, infrastructure w/ Kim Flynn, XA Investments 56:10

18d ago56:10

56:10

Kim Flynn, President of XA Investments, discusses her 25-year career in asset management, focusing on alternative investments. She highlights the challenges faced during the 2008 financial crisis at Nuveen Investments, where she refinanced $15 billion in frozen auction rate securities. Flynn explains the structure and benefits of closed-end funds, …

1
Breaking the Investor Mold: Inside 4 Women-Led Funds Driving Real Impact & Real Returns (#086) 1:49:30

20d ago1:49:30

1:49:30

This 4-in-1 compilation episode focuses on a persistent disconnect between capital and capability: women are founding businesses at record rates and leading high-performing funds, yet the capital rarely follows. In other words, women are underrepresented both in receiving and managing capital. Today’s episode is about those pushing back against tha…

1
Goldman Sachs' Kyle Kniffen - standing on the shoulders of Goldman Sachs to be "a complete partner" for the wealth channel 53:22

21d ago53:22

53:22

Welcome back to the Alt Goes Mainstream podcast. Today’s episode is with someone responsible for growing the footprint of one of the largest private markets businesses in the industry. We sat down at Goldman Sachs’ 200 West office with Kyle Kniffen to discuss the evolution of the firm’s work with the wealth channel and how an intensified focus on p…

1
May 10th, 2025 - Alphabet Soup 43:57

22d ago43:57

43:57

This week, DOGE, SALT, and other acronyms are up for debate as Adam and Steve discuss recent financial developments!By Van Wie Financial

1
Exploring the Future of Personalized AI w/ Lotic CEO Bill Welser 58:06

24d ago58:06

58:06

Gene Tunny interviews William ‘Bill’ Welser IV, the visionary behind Lotic, an AI startup designed to transform personal data into actionable insights while protecting user privacy. Bill discusses how Lotic’s AI-powered digital companion is designed to help users make better decisions, improve mental health, and understand their behavior patterns. …

1
The Currency of Time: Why How You Spend It Matters 18:33

25d ago18:33

18:33

Throughout life, the time you spend with different relationships—friends, family, coworkers, even time alone—naturally shifts. In this episode, the Retire While You Work® team explores how these changes impact your well-being, the importance of being intentional with your time, and how thoughtful planning today can lead to a more fulfilling future.…

1
Fortress Investment Group's Adam Bobker - Combining experience and innovation to build a wealth solutions business 56:58

25d ago56:58

56:58

Welcome back to the Alt Goes Mainstream podcast. Today’s episode is with a wealth channel veteran who has an innate and developed view of working with wealth. We sat down in the studio with Adam Bobker. Adam joined Fortress Investment Group in 2022 to build out their wealth business as Managing Director, Global Co-Head of Private Wealth Solutions. …

1
Constellation Wealth Capital's Karl Heckenberg - why there will be a $1T independent wealth management firm 1:07:04

27d ago1:07:04

1:07:04

Welcome back to the Alt Goes Mainstream podcast. Today’s episode is with someone who is an expert on the RIA market and the wealth management business model. We talk with Karl Heckenberg, the President & Managing Partner of Constellation Wealth Capital, an investment firm that recently closed on a $1B debut fund dedicated to providing differentiate…

1
From £10M to £2B: Michele Giddens “Bridges” Impact Purpose with Double-Digit Returns (#085) 1:28:07

27d ago1:28:07

1:28:07

My guest today is Michele Giddens, Co-Founder and CEO of Bridges Fund Management — one of the early architects of impact investing, before the term was even coined. Bridges now has over £2 billion in AUM invested in private equity and property, but back in 2002, it began with little more than a blank sheet of paper and a conviction that capital cou…

1
May 3rd, 2025 - That Was a Fun Week! 43:38

29d ago43:38

43:38

Adam and Steve take caller questions, explain the week's financial news, and discuss the actual age of retirement.By Van Wie Financial

1
Building a Fire and Security Empire: The Benson Systems Journey W/ Eric Benson 31:51

1M ago31:51

31:51

Send us a text Eric Benson shares the journey of Benson Systems, a family business that evolved from a garage startup in 1986 to a thriving 75-employee operation specializing in security, fire alarm, and sprinkler systems in Arizona. • Father started Benson Systems in 1986 from his garage as a security contractor • Expanded into fire alarm and supp…

1
The Price of Peace: Spending Money to Save your Sanity 21:14

1M ago21:14

21:14

Once you’ve cleared the weight of high-interest debt and met your necessary expenses, it can be tricky to decide how to use your extra funds. The Retire While You Work team shares their insightful approaches for making the most of this financial freedom. They explain how they invest their leftover money, not just to boost their savings, but also to…

1
Monthly Alts Pulse Ep. 15: Live from iCapital Connect - announcing the BlackRock, iCapital, GeoWealth unified managed account partnership 14:48

1M ago14:48

14:48

Welcome to the 15th episode of the Monthly Alts Pulse, a collaboration between iCapital x Alt Goes Mainstream. We were live from iCapital Connect’s conference in Phoenix to announce a ground-breaking partnership in private markets: a collaboration between BlackRock, iCapital, and GeoWealth, where models that include both public and private markets …

1
Smarter Density: A Blueprint for Better Cities w/ top US architect Kevin Kennon 55:45

1M ago55:45

55:45

Kevin Kennon, an award-winning architect, discusses the future of cities, housing affordability, and the role of architecture in urban life. He emphasizes the importance of smarter density, mixed-use developments, and integrating residential, commercial, and community spaces. Kennon highlights the impact of tariffs on housing costs and the need for…

1
Finding the Frame - Indie Film Hustle & Element Filters (feat. Cinematographer Tucker K Anderson) 52:25

1M ago52:25

52:25

Thanks for joining us for another episode of the Filmmakers Academy Podcast! Take advantage of monthly virtual group coaching, networking events, as well as new content released weekly by becoming a member today. Join today and get $50 off your first year by using the promo code FAPOD50. And join the #1 resource for cinematographers, film crews, an…

1
EQT's Peter Aliprantis - bringing EQT's success to the US wealth market 48:21

1M ago48:21

48:21

Welcome back to the Alt Goes Mainstream podcast. Today’s episode is with a private markets veteran who has been working in the wealth channel before it was considered "the wealth channel." We sat down in the studio with Peter Aliprantis. Peter joined EQT in October 2024 as a Partner and Head of Private Wealth Americas. He’s hit the ground running t…

1
Building the Green Bond Market With No Playbook: Lessons From 500+ Deals in Sustainable Finance | Romina Reversi (#084) 1:27:16

1M ago1:27:16

1:27:16

My guest is Romina Reversi, Managing Director and Head of Sustainable Investment Banking Americas at Crédit Agricole CIB — one of the banks that helped write the very rules of the green bond market, and has stayed near the center of gravity ever since. Romina’s path into banking didn’t start with a mission to change the world. It started with a lov…

1
Medicare 101: Understanding Your Options Webinar 27:22

1M ago27:22

27:22

Thank you to everyone who joined us for our Medicare 101: Understanding Your Options webinar! If you weren’t able to attend—or if you’d like to watch it again—you can now view the full recording at your convenience.In this informative session, Summer Hancock, an Independent Medicare Insurance Broker with over 12 years of experience, walks through t…

1
April 26th, 2025 - There is No Excuse to Not Have a Will 43:56

1M ago43:56

43:56

Steve is joined by Joey Loss who is filling in for Adam on this lovely Saturday. There is finally some good news about the market! Tariffs are still a hot topic, and Steve picks up where last week's show left off regarding inheritances.By Van Wie Financial

1
KKR's Alisa Wood - innovating in private markets 1:01:55

1M ago1:01:55

1:01:55

Welcome back to the Alt Goes Mainstream podcast. Today’s episode dives into the details of product innovation in private markets with a private equity veteran who has helped to pioneer a new investment structure and working with the wealth channel. We sat down at KKR’s Hudson Yards office with Alisa Wood, a Partner and Co-CEO of KKR Private Equity …

1
Fixing Finance: Inside Triodos' €6B Pure-Play, Impact-Only Asset Manager | Hadewych Kuiper (#083) 1:42:56

1M ago1:42:56

1:42:56

My guest today is Hadewych Kuiper, Managing Director at Triodos Investment Management — a pure-play impact investing firm since day one, with a 30-year track record of turning capital into systemic change. However, Hadewych didn’t arrive in finance with a grand plan to change the system. Her journey began in a small town in the north of the Netherl…

1
April 19th, 2025 - The 5 Year Look Back 43:59

1M ago43:59

43:59

A caller brings up an important question regarding an inheritance and Medicaid. Adam and Steve explain why this is important and how to manage the situation.By Van Wie Financial

1
Navigating Turbulence with Adams Street Partners’ Bill Sacher 31:25

2M ago31:25

31:25

With over $62 billion of AUM, Adams Street is a global investor in private equity and private credit. It invests in over 450 global general partners in private equity and directly invests in private credit. As such, Adams Street has a unique window into these private markets. Bill Sacher sits on the firm’s Investment Committee and is Global Head of…

1
Cantilever Group's Todd Owens - GP stakes: the best of all worlds? (live from New York) 28:35

2M ago28:35

28:35

Welcome back to the Alt Goes Mainstream podcast. Today’s conversation features a live podcast that takes place at BTG Pactual’s NYC office for an audience in private markets. We are joined by Todd Owens, the Co-Founder and Managing Partner of Cantilever Group, where BTG Pactual is an investor. Cantilever is an independent firm focused on providing …

1
Rethinking Property and Taxation: The Georgist Approach w/ John August 53:52

2M ago53:52

53:52

Nineteenth-century American economist Henry George blamed poverty and depressions on landlords. George argued that their rents were associated mainly with public investments and should be shared with the community. Show host Gene Tunny speaks with returning guest John August about Georgism—the economic philosophy of Henry George that advocates for …

1
Zeal Breaks the Mold: How Backing Overlooked Founders Delivers 3–4X on Invested Capital | Nasir Qadree (#082) 1:28:40

2M ago1:28:40

1:28:40

Today's guest is Nasir Qadree, Founder and Managing Partner of Zeal Capital Partners – a venture platform based in Washington, D.C., that’s reimagining how capital flows by focusing on inclusion, economic mobility, and systems change. Nasir was raised in Atlanta between two very different worlds – one shaped by his hardworking mother and the other …

1
Finding Your Lane: How Three Partners Built a Construction Empire with Adam Ferrara 54:34

2M ago54:34

54:34

Send us a text What does it really take to build a successful construction business rooted in integrity? Adam Ferrara, founder of Ferrara Buist Contractors, reveals the surprising path that led him from residential construction to commercial contracting and development during one of the worst economic downturns in recent history. Starting his first…

1
April 12th, 2025 - The Ongoing Tariff Debate 43:56

2M ago43:56

43:56

China and Tariffs are at the forefront of our listeners' minds this week on the Van Wie Financial Hour. Listen in to hear what Adam and Steve have to say on these topics and more!By Van Wie Financial

1
The Financial Impact of Lifestyle Creep 19:42

2M ago19:42

19:42

What happens when your income rises? The team breaks down Lifestyle Creep—how higher earnings can lead to increased spending and big-ticket purchases. This Financial Literacy Month, take a step toward understanding lifestyle creep and why financial awareness matters. 🎧 Listen to the latest episode of Retire While You Work®!…

1
The Gangster Method in Tariff and Trade Negotiations: w/ Nicholas Gruen 1:16:40

2M ago1:16:40

1:16:40

Gene Tunny and Nicholas Gruen dive deep into the economic implications of Trump's sweeping tariffs. They explore the micro and macroeconomic dimensions—from optimal tariff theory to trade deficits and geopolitical fallout. With humour, clarity, and urgency, they unpack why these tariffs will do more harm than good, both economically and politically…

1
BlackRock's Joe DeVico and Jonathan Diorio and Partners Group's Rob Collins - “an iPhone moment for private markets" 54:58

2M ago54:58

54:58

Welcome back to the Alt Goes Mainstream podcast. Today’s episode dives into a groundbreaking partnership that could change the trajectory of how the wealth channel invests into private markets. We are joined by BlackRock’s Senior Managing Director, Head of the Americas Client Business, Co-Head of U.S. Wealth Advisory (USWA), and a member of the Glo…

1
Inner Circle Podcast - Filmmaking Q&A: Cinematography Tips You Can't Miss 45:18

2M ago45:18

45:18

Thanks for joining us for another episode of the Filmmakers Academy Podcast! Take advantage of monthly virtual group coaching, networking events, as well as new content released weekly by becoming a member today. Join today and get $50 off your first year by using the promo code FAPOD50. And join the #1 resource for cinematographers, film crews, an…

1
More Than Timber: How Smart Forestry Beats Market Returns for EFM | Bettina von Hagen (#081) 2:00:35

2M ago2:00:35

2:00:35

In this episode, I’m talking with Bettina von Hagen, Managing Director & CEO of EFM Investments & Advisory. Since founding Ecotrust Forest Management 20 years ago, she’s been redefining forestry investment – consistently beating traditional market-rate returns while protecting ecosystems, communities, and future generations. Bettina grew up in poli…

1
April 5th, 2025 - Let's Talk Taxes 44:04

2M ago44:04

44:04

With Adam away for the weekend, Joey Loss joins Steve to host this week's Van Wie Financial Hour episode. Listen to their take on the crashing market and Trump's plans for the economy.By Van Wie Financial

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Adams Wealth Partners Podcasts

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