The Wealth Cast cover art

The Wealth Cast

The Wealth Cast

Written by: Charles P. Boinske
Listen for free

About this listen

 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 and 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.© 2021 Modera Wealth Management, LLC Economics Management Management & Leadership Personal Finance
Episodes
  • Managing Risk and Conflict

    Managing Risk and Conflict
    Feb 28 2022

    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 managing risk in an effort to optimize the potential rewards. He discusses this, as well as his role as an athletic guide to a friend who was afflicted with blindness in adulthood—and the lessons about leadership this has taught him.

    Get the full show notes and more resources at TheWealthCast.com
    Show More Show Less
    35 mins
  • Make or Break: One Key Focus

    Make or Break: One Key Focus
    Jan 31 2022

    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 determining what the Make or Break is for your own company, in order to find the most expedient path to success.

    Get the full show notes and more resources at TheWealthCast.com
    Show More Show Less
    46 mins
  • History Edition: Little Bighorn with Neil Mangum

    History Edition: Little Bighorn with Neil Mangum
    Dec 22 2021

    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 a systematic failure to consult with Native American custodians of knowledge about the battle. Neil highlights this and other insights into the battle, in the context of his own journey as an historian and his work in the National Park System.

    Get the full show notes and more resources at TheWealthCast.com
    Show More Show Less
    51 mins
No reviews yet