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Wealthyist

Wealthyist

Wealthyist, the podcast that discusses the lifestyles, choices, and strategies of the wealthy.

Annex Wealth Management

81 episodesEN

Show overview

Wealthyist has been publishing since 2024, and across the 2 years since has built a catalogue of 81 episodes. That works out to roughly 30 hours of audio in total. Releases follow a weekly cadence.

Episodes typically run twenty to thirty-five minutes — most land between 15 min and 30 min — though episode length varies meaningfully from one episode to the next. None of the episodes are flagged explicit by the publisher. It is catalogued as a EN-language Society & Culture show.

The show is actively publishing — the most recent episode landed 1 weeks ago, with 34 episodes already out so far this year. The busiest year was 2025, with 41 episodes published. Published by Annex Wealth Management.

Episodes
81
Running
2024–2026 · 2y
Median length
20 min
Cadence
Weekly

From the publisher

Wealthyist, the podcast that discusses the lifestyles, choices, and strategies of the wealthy. Each week, the Annex Private Client team talks to experts in a variety of areas to discuss trends and paths visited by people who have built or are in the process of building significant wealth.

Latest Episodes

View all 81 episodes

Wealthyist E77 | Selling Your Business: Is Your Company Worth What You Think? Don't Be Surprised

Oct 2, 202614 min

Wealthyist E77 | 2026 Year-End Tax Planning: The Sunset That Never Came

Sep 25, 202618 min

Wealthyist E76| Opportunity Zones 2026: Defer the Tax, Don’t Ignore the Lockup

Sep 18, 202620 min

ICYMI: Wealthyist E44 | From 9/11 to 2 Successful Exits: Building Transferable Businesses & Planning Life After the Sale with Andy Oliver

Sep 11, 202625 min

Wealthyist E75: Comfort With a Bit of Chaos: Why the Wealthy Are Trading Beach Resorts for Culture, Adventure, and One Night as a Local with Matt Reimer

Sep 4, 202623 min

Wealthyist E75: From One Truck To Gen Two: Building a Life—and a Business—Outdoors with Bret Achtenhagen

Aug 31, 202634 min

Wealthyist E74: Not All Money Is Good Money: Building Athlete Brands, Protecting NIL Deals & Planning Beyond the Game with Griselda Aldrete

Aug 21, 202633 min

Wealthyist E73: From Shop Floor Grind to Functional Edge: How Health Supercharges Entrepreneurial Success with Mike Chirchirillo

Aug 14, 202635 min

Wealthyist E72 | ESOPs: The Quiet Path from Company Stock to Wealth (and How to Keep the IRS from Taking Too Much)

Aug 4, 202616 min

Wealthyist E71 | RSUs Unlocked: How Restricted Stock Units Can Create Wealth

Jul 27, 202620 min

Wealthyist E70 | Heart, Wealth & Legacy: Tax-Smart Giving Strategies That Outlive You with Gunnar Crowell

Jul 21, 202633 min

Wealthyist E69 | Luxury Homes That Live Well: Kitchens, Wellness Suites & Future-Proof Design for the Wealthy with Amber Kolacki-Hake

Jul 10, 202624 min

Wealthyist Replay| Passion Assets: Turning Your Treasures (and Pets!) into Lasting Legacies – Don't Let Love Become a Burden

Jun 26, 202623 min

Wealthyist E68 | Roots of Wealth: Mastering Tree Care for Luxury Estates with Third-Gen Arborist Freddie Hoppe

Jun 19, 202629 min

Wealthyist E66 | Your Business's 401(k): A Strategic Tool To Attract & Retain Employees

Jun 12, 202624 min

Wealthyist E66 | Tax Prep vs. Tax Planning: Why High-Net-Worth Families Might Need Both Under One Roof

Jun 5, 202632 min

Wealthyist E65 | Are Beneficiary Designations Undermining Your Estate Plan?

May 29, 202617 min

Wealthyist E64 | Luxury Isn't a Price Tag: Redefining the 'Biggest Day' with Wedding Pros Ashley Kuehnel & Koryn Bennett

May 15, 202648 min

Wealthyist E63: Dream Machines & Detroit Steel: Corvette Joy, Classic Car Investing, and Reviving Milwaukee Concours

May 8, 202628 min

Wealthyist E61 | From Navy SEAL to Building Impact-Driven Businesses: Leadership Lessons from the Battlefield to the Boardroom with John Choate

May 1, 202622 min
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