What’s the real story behind building and managing significant wealth? Welcome to the G360 Wealth Podcast, hosted by Generation Capital Advisors. Whether you are a first-generation wealth builder striving to create a legacy or part of a multi-generational family looking to preserve and grow your resources, the G360 Wealth Podcast is your guide to navigating the complex world of wealth management. Through a series of engaging mini-series and guest professionals, we’ll dive into topics that educate, inspire, and empower you to take control of your financial future. This series is dedicated to helping you develop the tools and confidence to make informed decisions about your personal and family finances.
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What if chasing tax savings is actually costing you more than you think? In this episode, Rex Berger and Sam Diarbakerly sit down with Brent Sullivan, founder of Tax Alpha Insider, to unpack what tax alpha really means and where investors often get it wrong. From direct indexing and long-short strategies to ETF innovation and concentrated stock solutions, the conversation goes beyond surface-level benefits and into the real trade-offs. Brent shares why tax strategies should never lead the conver...
You built the position. You watched it grow. Now the question is not how high it can go, but how much risk you are willing to take. In this episode of the G360 Wealth Podcast, Sam Diarbakerly sits down with Jake Marriott, Options Portfolio Manager at Aptus Capital Advisors, to break down how options can be used in real-world wealth management. From covered calls to protective puts to structured collars, they walk through how these tools can help manage concentrated stock positions without rushin...
What happens when your balance sheet grows faster than your family conversations? For many successful entrepreneurs and executives, the biggest question is not how to grow wealth, but how to pass it on without losing what matters most. In this episode of the G360 Wealth Podcast, Sam Diarbakerly sits down with Brie Williams, Managing Director and Head of Advisor Solutions and Wealth Intelligence at State Street Global Advisors, to explore the human side of wealth. Together, they unpack the “roots...
If you have equity comp at work and you are not sure what you actually “have”, or what it could cost you at tax time, this episode will help you get oriented fast. Sam Diarbakerly sits down with Jeffrey Krueger, CPA, CFP®, Partner at Seaport Financial Partners, to break down the real tax story behind concentrated stock and equity compensation, the kind that can quietly create six or seven-figure surprises if you are not planning ahead. Using real-world executive scenarios, Sam and Jeff walk thro...
What do you do when your biggest investment win becomes your biggest portfolio risk? In this episode of the G360 Wealth Podcast, Sam Diarbakerly sits down with Jack Vogel, Co-CIO of Alpha Architect, to unpack one of the most powerful yet underutilized tools in the tax code: the Section 351 exchange. For investors holding highly appreciated, concentrated stock positions, diversification can feel costly and complicated. Jack walks through how a 351 exchange works, who it may be appropriate for, an...
What happens when your balance sheet grows faster than your family conversations? For many successful entrepreneurs and executives, the biggest question is not how to grow wealth, but how to pass it on without losing what matters most. In this episode of the G360 Wealth Podcast, Sam Diarbakerly sits down with Brie Williams, Managing Director and Head of Advisor Solutions and Wealth Intelligence at State Street Global Advisors, to explore the human side of wealth. Together, they unpack the “roots...
Most business owners spend years building the company, then treat the sale like it will “just work out.” In this episode, Sam Diarbakerly sits down with Kurt Steinkrauss, Partner at Mintz-Levin, to talk about what actually protects your outcome, before you ever go to market. Kurt breaks down what makes deals go smoothly and what quietly breaks them. Together, they unpack why “time is the enemy” once a sale process starts, why running your business like it’s for sale can change everything, and wh...
Managing a concentrated stock position or preparing for a significant tax year can create complex planning decisions. This episode outlines a practical framework for using direct indexing to support diversification, reduce concentrated exposure, and prepare for liquidity events in a controlled and tax-aware way. Rex Berger speaks with Jeff Murphy, Market Leader at Invesco, about how direct indexing works and why it has become a useful approach for handling concentrated stock, navigating equity-b...
When the market is shifting faster than most people can keep up, the real risk isn’t volatility; it is holding on to outdated assumptions. Rex Berger sits down with David Wagner from Aptus Capital Advisors to break down what investors should actually pay attention to right now. Rex and David open up the playbook behind Aptus’ philosophy of owning more stocks, fewer bonds, and still staying risk neutral. David shares why bonds may no longer serve as the traditional safety net many assume they are...
Concentrated stock positions can supercharge wealth creation or quietly threaten it. Rex and Sam break down the proven strategies that help you diversify smartly and protect your financial plan. In this episode of the G360 Wealth Podcast, hosts Rex Berger and Samuel Diarbakerly unpack one of the most common and complex challenges for corporate executives and high-net-worth families: managing a concentrated stock position. Sam shares how these positions form, the risks they create, and the smart,...
How do discipline, innovation, and access to opportunity shape the future of wealth? In this episode of the G360 Wealth Podcast, Sam Diarbakerly sits down with Christopher Zook, Founder and Chairman of CAZ Investments. They discuss health as a foundation for leadership, democratizing access to private investments, and why innovation is critical for advisors and families today. Christopher also shares his approach to evaluating thousands of opportunities each year and the role of GP stakes in bui...
Giving Smarter: Real Strategies for Tax-Efficient Philanthropy If you’re donating cash to charity, you might be missing out on major tax benefits. In this episode of the G360 Wealth Podcast, Sam Diarbakerly sits down with Kyle Casserino of Fidelity Charitable to talk about a smarter way to give: donor-advised funds. These accounts let you make a charitable contribution, get an immediate tax deduction, and give to your favorite nonprofits over time, all while avoiding capital gains on appreciated...
Most business owners think of retirement plans as something their payroll provider sets up, and that’s where the missed opportunity begins. In this episode, Sam Diarbakerly talks with Jason Whitney, President of Whitney Pension Associates, about what really goes into building a smart retirement plan and why it matters more than people realize. They walk through how business owners, consultants, and board members can use 401(k)s, profit sharing plans, and cash balance plans not just to save, but ...
What happens when families avoid the estate planning conversation? In this candid and insight-packed episode, host Sam Diarbakerly sits down with estate planning attorney Crosby Elliott to uncover the often-overlooked truth: the greatest gift you can give your loved ones is clarity. Together, they walk through the emotional, legal, and financial consequences of not having key documents like trusts, healthcare proxies, or powers of attorney in place. From avoiding probate court chaos to navigatin...
This episode features Phil Huber from Cliffwater discussing the evolving landscape of private markets. He breaks down how interval funds reduce barriers to entry, making private equity and direct lending accessible to a broader range of investors. The conversation explores the advantages of these alternative investments, including their unique structures, risk profiles, and historical returns, particularly in diversifying traditional 60-40 portfolios.
There’s a quiet revolution reshaping how investors build wealth—and it’s not about chasing headlines or hype. Why are fewer companies going public, and what does that mean for you? What’s really happening under the surface in private credit and equity markets? In this episode, Rex Berger, Private Wealth Advisor of Generation Capital Advisors, sits down with Steve Kolano, Chief Investment Officer at Integrated Partners, to break down the realities of public versus private investing, why simplific...
Most wealth problems are not caused by one bad investment; they come from complexity that never gets cleaned up. In this episode, Matt Ackerman hosts a conversation with Samuel Diarbakerly to talk about why “simplification is the ultimate form of sophistication,” and what it actually takes to make wealth management feel clear, coordinated, and human. Samuel Diarbakerly shares how Generation Capital Advisors was built to deliver family-office-level coordination without the typical ultra-high mini...
What’s the real story behind building and managing significant wealth? Welcome to the G360 Wealth Podcast, hosted by Generation Capital Advisors. Whether you are a first-generation wealth builder striving to create a legacy or part of a multi-generational family looking to preserve and grow your resources, the G360 Wealth Podcast is your guide to navigating the complex world of wealth management. Through a series of engaging mini-series and guest professionals, we’ll dive into topics that educat...
Mar 06, 2025•46 sec
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