Beyond the Portfolio

Publicly listed emails

jonah@puddlecreative.com

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QSBS: A Powerful and Overlooked Tax Tool

October 15, 2026

In this episode, Derek Garland, Head of BMO's Business Transition Advisory group, and Gaston Burthey, a member of BMO's Technology Banking team, discuss Qualified Small Business Stock (QSBS), one of the most powerful and overlooked planning opportunities available to founders. But this isn't just a tax discussion. It's a conversation about entrepreneurship, growth, ownership, and the decisions that can shape a founder's outcome years before a business is ever sold. This podcast is for inform...

Going Beyond the Market Headlines

August 25, 2026

Host Mike Miranda, President, BMO Family Office and Head of Investments, BMO Private Wealth, invites Dan Phillips, Chief Investment Officer at BMO Wealth Management to discuss how current events are impacting market realities. We continue to see a relatively resilient economy and strong corporate earnings, while at the same time, investors are navigating higher rates, persistent inflation concerns, significant geopolitical uncertainty and, increasingly, the approaching midterm elections. Thi...

Before You Go: Essential Legal Documents for International Travel

July 28, 2026

On this episode of Beyond the Portfolio, host Pratik Patel, Head of Wealth Planning at BMO Wealth Management, is joined by Amy Takeuchi Wanlass, Senior Wealth Strategist from BMO Family Office, to walk through a topic that’s easy to put off. No one wants to think about what happens if a trip goes wrong. But whether you’re heading out on vacation, sending a kid abroad for a semester, or splitting time between two homes, there’s a short list of things worth locking down before you go, not after...

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How do I get in touch with Beyond the Portfolio?

Beyond the Portfolio is hosted by Mike Miranda and Pratik Patel. Its publicly listed email is jonah@puddlecreative.com. For guest bookings, the host or producer is usually the best person to reach. Podseeker helps you find direct host and producer contacts and pitch from your own inbox.

What is the email for Beyond the Portfolio?

The publicly listed email for Beyond the Portfolio: jonah@puddlecreative.com.

How many listeners does Beyond the Portfolio have?

Podseeker estimates Beyond the Portfolio reaches 100 to 1,000 listeners per episode. Only the publisher has exact numbers.

Who is an ideal guest for Beyond the Portfolio?

Beyond the Portfolio typically books industry leaders. Typical guest background: Senior executives, economists, investment leaders, or wealth-planning specialists at established financial institutions, with authoritative expertise in markets, investing, family wealth, or financial planning. Recent guests include Dan Phillips, Amy Takeuchi Wanlass, and Doug Porter.

How hard is it to get booked on Beyond the Portfolio?

High. It mostly books established leaders in its field.

What topics does Beyond the Portfolio cover?

Recent episodes cover Finance, Wealth Management, Investing, Estate Planning, and Business Succession. Pitch an idea tied to one of these topics and mention a recent episode.