Episodes: 84
Frequency: Weekly
Rating: 4.3/5.0
Estimated listeners: 100 - 1,000
Gender skew: Male
Listener location: USA
Publicly listed emails
nicole@ritholtzwealth.com
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Ben Carlson - Director of Institutional Asset Management at Ritholtz Wealth Management, author of A Wealth of Common Sense, and a commentator on investing, portfolio management, and financial markets.
Michael Batnick - Chief Investment Officer at Ritholtz Wealth Management and a financial markets commentator focused on investing, wealth management, and advisor practice strategy.
Will Bergen - Managed Options, Covered Calls, Hedged-equity Strategies, Downside Risk, Concentrated Stock Positions, And Advisor Portfolio Construction.
Robb Baldwin - RIA Custody, Independent Advisors, Wealth-management Technology, Advisor Referral Economics, And Tradepmr's Integration With Robinhood.
Joseph Moore - The History Of Financial Advice, Real Estate Versus Stocks, Wealth Building, Selling Versus Holding Property, And Investor Personality.
Tobias Salinger - Launching An RIA, Startup Costs, Compliance, Technology, Custodians, Business Economics, And The Path From Launch To Exit.
Bob Pozen - Retirement Portfolio Allocation, The 90/10 Framework, Sequence-of-returns Risk, Bond Yields, Fixed Income, And Ai-driven Productivity.
Is Your "Tax Alpha" About to Become an Audit?
October 08, 2026
On this episode of Talking Wealth, Michael Batnick is joined by Brent Sullivan, author of Tax Alpha Insider, to discuss the growing scrutiny around tax-aware investing strategies. They break down new Treasury and IRS guidance targeting Section 351 ETF conversions, why regulators are taking a closer look at box-spread ETFs and related partnership structures, and whether this signals the beginning of a broader crackdown on tax optimization. Plus, which strategies remain on solid ground, where a...
How Direct Index Supercharges the Financial Advisor
October 01, 2026
On this episode of Talking Wealth, Josh Brown is joined by Roger Paradiso, Executive Chairman at O’Shaughnessy Asset Management, to discuss: how advisors can use custom client portfolios, how to use different technologies to solve for difficult situations, how the Canvas platform can be a hub where advisors can work in, what advisors are currently discussing with their clients, and more! This podcast is sponsored by DBMF, the world’s largest managed futures ETF. Discover why DBMF’s liquid,...
Seven Reasons You’re Not Taking Enough Risk with Allison Schrager
September 24, 2026
On this episode of Talking Wealth, Josh Brown is joined by economist and author Allison Schrager to discuss her new book Worth the Risk and why Americans have become more risk-averse even as the world has become safer and more economically abundant. They break down why the things that feel safest—like holding cash and avoiding the stock market—can create risks of their own, how excessive caution can contribute to wealth inequality, and why technology, parenting, and the media have changed the...
Through The Pines · Low booking difficulty · 100 - 1,000 listeners
The Patti Brennan Show · Medium booking difficulty · 100 - 1,000 listeners
The Money Pig Podcast · Low booking difficulty · 100 - 1,000 listeners
Talking Wealth is hosted by Ben Carlson and Michael Batnick. Its publicly listed email is nicole@ritholtzwealth.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 Talking Wealth: nicole@ritholtzwealth.com.
Podseeker estimates Talking Wealth reaches 100 to 1,000 listeners per episode. Only the publisher has exact numbers.
Talking Wealth typically books industry leaders. Typical guest background: Senior executives at wealth-management, custody, fintech, and investment firms; RIA founders and experienced financial advisors; authors, academics, journalists, and researchers with authoritative expertise in investing, retirement, or financial planning. Common among recent guests: Founded or led a financial-services, wealth-management, custody, or fintech business; Written a recognized book or substantial body of research on investing, finance, or productivity; Held senior roles at prominent investment, asset-management, or financial-services firms. Recent guests include Will Bergen, Robb Baldwin, and Joseph Moore.
Medium. Guests usually need solid credentials in the topic and an idea that fits the show.
Recent episodes cover Financial Advising, Wealth Management, Investing, Retirement, and Financial Planning. Pitch an idea tied to one of these topics and mention a recent episode.
Publicly listed emails
nicole@ritholtzwealth.com
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