Podcast artwork thumbnail for Talking Wealth

Talking Wealth

Ben Carlson, Michael Batnick

Booking Overview

This is an interview-led personal finance and wealth-management show focused on financial advisors, investing, retirement planning, and running independent advisory firms, with recurring guests including industry executives, authors, journalists, academics, and financial-planning experts. Credible pitches include RIA founders, wealth-management and fintech executives, investment researchers, retirement specialists, and authors with practical expertise; booking difficulty is medium because the show attracts established professionals but also features accessible subject-matter experts.

Metrics

Episodes: 84

Frequency: Weekly

Rating: 4.3/5.0

Estimated listeners: 100 - 1,000

Gender skew: Male

Listener location: USA

Contact Information

Publicly listed emails

nicole@ritholtzwealth.com

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

Host

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.

Booking Intelligence

Booking Requirements

medium
Typical Credentials:  
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.
Required Achievements:  
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, Published significant reporting or analysis focused on financial advisors and wealth management

Recent Guest Discussions

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.

Recent Topics

Financial Advising, Wealth Management, Investing, Retirement, Financial Planning

Episodes

Here's the recent few episodes on
Talking Wealth
:

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...

Similar Podcasts

Podcast(s) similar to
Talking Wealth
:

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

Frequently asked questions

Here's some frequently asked questions for
Talking Wealth
:

How do I get in touch with Talking Wealth?

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.

What is the email for Talking Wealth?

The publicly listed email for Talking Wealth: nicole@ritholtzwealth.com.

How many listeners does Talking Wealth have?

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

Who is an ideal guest for Talking Wealth?

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.

How hard is it to get booked on Talking Wealth?

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

What topics does Talking Wealth cover?

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

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

Get your clients booked on top podcasts

Try us risk free with a FREE 3 days trial.

Start Your Free Trial

Join hundreds of PR teams using Podseeker to pitch and land bookings