Episodes: 4
Frequency: Weekly
Rating: 5.0/5.0
Estimated listeners: < 100
Listener location: USA
Publicly listed emails
dasarte@syntheticfi.com
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Dasarte Yarnway - Wealth management professional and host focused on practical applications of sophisticated borrowing, portfolio liquidity, and tax-aware planning for advisors and their clients.
Samuel Harnisch - Box Spread Loans, Borrowing Costs, Accessing Liquidity Without Selling Appreciated Assets, Home Purchases, Major Expenses, Portfolio Rebalancing, And Tax-aware Client Planning.
Akiva Glazerson - Using Box Spreads As A Differentiated Growth Strategy, Prospect Conversations, Client-asset Consolidation, Concentrated-stock Planning, Liquidity And Tax Challenges, And Refinancing A Vacation Home.
EP 4. Why Sell the Stock? with Samuel Deane
October 19, 2026
A client needs cash. They’re sitting on a highly appreciated portfolio.The obvious move? Sell the stock.But why?In this episode of Spread School, Samuel Dean, founder of Rora Wealth, breaks down how he helps clients access liquidity without automatically turning to a sale.Samuel works with tech employees, founders, and entrepreneurs navigating concentrated stock and complex equity compensation. He shares how he’s used box spreads to help clients solve real problems, including covering a major...
EP 3. This Marine Doubled RIA Revenue With One Simple Tactic ft. Erik Goodge
October 05, 2026
Eric Goodge didn’t take the traditional path into financial advice. After serving in the Marine Corps, delivering pizzas in college, and cold-emailing local wealth managers looking for an opportunity, he eventually launched his own RIA and taught himself much of what he knows along the way.Now, his practice is on track to double revenue.In this episode of Spread School, Eric joins Dasarte Yarnway to break down what changed. They discuss how Eric uses box spreads as a potential borrowing alter...
EP 2. Your Clients Are Paying Too Much to Borrow with Samuel Harnisch
September 21, 2026
Selling appreciated assets. Triggering a major tax bill. Paying 6% or 7% to borrow.For many wealthy clients, those are still the default options when they need liquidity. Samuel Harnisch believes advisors should be bringing better ones.In this episode of Spread School, Samuel joins Dasarte Yarnway to break down how he uses box spread loans and tax-aware planning for real client situations, including home purchases, large expenses, portfolio rebalancing and accessing liquidity without immediat...
Retirement Tax Services Podcast · Medium booking difficulty · 1,000 - 10,000 listeners
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Spread School by SyntheticFi is hosted by Dasarte Yarnway. Its publicly listed email is dasarte@syntheticfi.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.
The publicly listed email for Spread School by SyntheticFi: dasarte@syntheticfi.com.
Podseeker estimates Spread School by SyntheticFi reaches fewer than 100 listeners per episode. Only the publisher has exact numbers.
Spread School by SyntheticFi typically books rising experts. Typical guest background: Financial advisors, RIA founders, investment professionals, and industry specialists with direct experience applying box spreads, securities-based borrowing, portfolio liquidity, concentrated-stock planning, or tax-aware wealth strategies for clients. Common among recent guests: Founded or led an advisory practice; Experience at established investment banks, asset managers, or wealth management firms; Applied sophisticated borrowing or liquidity strategies in complex client situations. Recent guests include Samuel Harnisch and Akiva Glazerson.
Medium. Guests usually need solid credentials in the topic and an idea that fits the show.
Recent episodes cover Finance, Wealth Management, Box Spreads, Portfolio Liquidity, and Tax Planning. Pitch an idea tied to one of these topics and mention a recent episode.
Publicly listed emails
dasarte@syntheticfi.com
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