Podcast artwork thumbnail for Spread School by SyntheticFi

Spread School by SyntheticFi

Dasarte Yarnway

Booking Overview

This is a finance interview show focused on sophisticated borrowing, box spreads, portfolio liquidity, concentrated-stock planning, and tax-aware wealth management, with external advisors and investment professionals as guests. Credible pitches include financial advisors, RIA founders, portfolio strategists, and specialists who can explain practical client applications of securities-based lending or tax-efficient liquidity strategies; booking difficulty is medium because the show targets a specialized professional audience and expects relevant hands-on expertise.

Metrics

Episodes: 4

Frequency: Weekly

Rating: 5.0/5.0

Estimated listeners: < 100

Listener location: USA

Contact Information

Publicly listed emails

dasarte@syntheticfi.com

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Host

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.

Booking Intelligence

Booking Requirements

medium
Typical Credentials:  
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.
Required Achievements:  
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, Demonstrated expertise in tax-aware portfolio and concentrated-stock planning

Recent Guest Discussions

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.

Recent Topics

Finance, Wealth Management, Box Spreads, Portfolio Liquidity, Tax Planning

Episodes

Here's the recent few episodes on
Spread School by SyntheticFi
:

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...

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Frequently asked questions

Here's some frequently asked questions for
Spread School by SyntheticFi
:

How do I get in touch with Spread School by SyntheticFi?

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.

What is the email for Spread School by SyntheticFi?

The publicly listed email for Spread School by SyntheticFi: dasarte@syntheticfi.com.

How many listeners does Spread School by SyntheticFi have?

Podseeker estimates Spread School by SyntheticFi reaches fewer than 100 listeners per episode. Only the publisher has exact numbers.

Who is an ideal guest for Spread School by SyntheticFi?

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.

How hard is it to get booked on Spread School by SyntheticFi?

Medium. Guests usually need solid credentials in the topic and an idea that fits the show.

What topics does Spread School by SyntheticFi cover?

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

Looking for the right person? Join Podseeker to find direct host and producer contacts and manage your podcast outreach.

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