Mastering the Sale
Alex Murray, market president of Newport Beach, and Boryana Zamanoff, senior wealth strategist, break down key insights from our report, Mastering the Sale.
Jul 08, 2025•35 min•Ep. 36
Your Active Wealth
Is your wealth strategy supporting your long-term goals? Welcome to Your Active Wealth with BNY Wealth: A podcast with the experts who lead our firm – and our industry – bringing you thematic and timely conversations on how to grow, manage and protect your wealth, and insights on how to confidently navigate the unpredictable and unexpected.
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Episodes
The Business Owner’s Guide to the Sale
There is more to selling a business than the financial implications. For instance, how will you continue to find purpose when you’re no longer at the helm? In this episode of Your Active Wealth , Ryan Szczepanik, senior wealth strategist at BNY Wealth, sheds light on the most important considerations leading up to the sale in addition to the emotional factors that can arise after the business is sold. Pulling from his wealth of experience in helping business owners navigate the sales process, Ry...
May 28, 2025•30 min•Ep. 35
Key Considerations When Selling a Family Business
When legacy and livelihood are intertwined, selling a family business can be complex. Samy Dwek, Chief Executive Officer of The Family Office Doctor, shares tips for navigating this process in a way that preserves the family dynamic.
Apr 30, 2025•30 min•Ep. 34
An Entrepreneurial Spirit
A strong entrepreneurial spirit is behind every great business success. Christi Coors Ficeli, Co-Owner of Goosecross Cellars, shares how courage and determination guided her journey to forging her own path.
Mar 26, 2025•30 min•Ep. 33
Turning Point in Private Assets
The private assets investment landscape has evolved in recent years, especially since the Federal Reserve began to cut interest rates in 2024. Head of Alternative Investments Paul Vittone meets with Senior Alternative Investments Strategist Joanna Berg and Portfolio Manager and Head of Secondaries Arjun Bains to break down the opportunities they are seeing as a result. They discuss the improved environment for dealmaking and exits in private equity, a new source of diversification through second...
Feb 13, 2025•30 min•Ep. 32
Navigating Stocks and Bonds in 2025
Stronger-than-expected economic data and uncertainty about the scope of President Trump’s policies have contributed to a volatile start of the year. Although equities have fallen 5% from their December high and Treasury bond yields have tested key levels, we think the U.S. macro environment remains favorable for financial markets. Join Head of Investment Strategy and Equities, Alicia Levine, and Head of Fixed Income, John Flahive, for an exploration of current themes impacting stocks and bonds, ...
Jan 24, 2025•28 min•Ep. 31
Ensuring Financial Wellbeing After Divorce
Divorce is never easy, but proactive planning can help. Assembling a team of specialists, who are knowledgeable and experienced in all aspects of a settlement, is essential to helping ensure a more positive outcome. In this episode of Your Active Wealth , Judy Barton, wealth and transition advisor at BNY Wealth, provides valuable insight into building a divorce team, as well as what a pre-settlement review should look like and why it is a necessity. Throughout the discussion, she also touches on...
Dec 18, 2024•22 min•Ep. 30
The Election and Potential Sector Implications
History proves that election results do not significantly impact the stock market. In fact, equities have performed well no matter what type of administration or Congress takes office. However, the outcome of the election may drive returns at the sector level. In this episode of Your Active Wealth , Alicia Levine, head of investment strategy and equities, and Kevin Shea and Matt Keeler, senior equity analysts, identify four key policy themes that equity sectors will contend with and analyze the ...
Oct 09, 2024•22 min•Ep. 29
Tax Talk: Mid-Year Check In
Tax planning is usually not top of mind until it’s spring and the deadline to file is around the corner. However, there are multiple considerations to be aware of this year, prompting the need for more proactive planning. In this episode of Your Active Wealth, Jere Doyle, senior wealth strategist at BNY Wealth, reveals why taxpayers need to have earlier conversations with their advisors when evaluating potential strategies to protect their wealth. Throughout the discussion, he touches on timely ...
Jul 17, 2024•25 min•Ep. 28
The Entrepreneur's Guide to Social Media
The world is filled with entrepreneurs, as businesses fuel many of the fastest growing and most powerful economies. But in this day and age, what does it take to create and run a successful business? According to Aaron Dinin, Faculty at Duke University Innovation & Entrepreneurship and Co-Founder of Audience Acceleration Labs, the hardest part of launching a new product or service is not ideation, but marketing. Drawing from his time as a serial entrepreneur, in this episode of Your Active W...
May 15, 2024•35 min•Ep. 26
Navigating Life's Big Events
When it comes to navigating major life events, proactive wealth management is essential for individuals and their families. On this episode of Your Active Wealth, BNY Wealth’s Jessica Brennan, director and senior wealth manager, and Lesley Holland, senior director and portfolio manager, share how they guide clients through major life events, such as receiving an inheritance or selling a business, as well as what attracted them to the industry. Part of the discussion also entails how they’re posi...
Mar 08, 2024•27 min•Ep. 25
Year-End Tax Essentials
Engaging your tax advisor early can potentially save you a lot of money. Taxes can impact all aspects of wealth, including income, investments, charitable giving and estates. With Tax Day still months away, many may not be fully prepared; however, with year-end just around the corner, it pays to be proactive and organized. In our latest episode, Jere Doyle, senior wealth strategist at BNY Wealth, provides valuable insight into the significance of year-end tax considerations. Throughout a discuss...
Nov 09, 2023•26 min•Ep. 24
Looking for Luxury
Did you know roughly 100 regional markets in 22 states make up the luxury residential real estate market in the United States? In our latest #podcast, Catherine Finney, head of residential appraisals at BNY Wealth, shares best practices on gauging the market, creative financing solutions and personal factors to consider when buying or selling a home at this echelon. For additional insights on the subjects that matter most to you, visit bny.com/wealth . Follow us on: Twitter | LinkedIn | Instagra...
Aug 23, 2023•20 min•Ep. 22
An Empathetic Approach to Entrepreneurship
BNY Wealth’s “Do Well Better” campaign highlights and celebrates clients who are wielding their wealth with purpose, be it through their philanthropy or by launching ventures that positively impact society. In this episode of Your Active Wealth , Carlos Martinez, founder of Clement Capital Partners, a visionary leader and entrepreneur with over 30 years of consulting experience talks about his upbringing, his inspirational journey to the United States from Puerto Rico, his work with underreprese...
Oct 12, 2022•22 min•Ep. 15
Business Owner Series: A New Recipe for Success
Start with a breakthrough idea, stir in hard work, add some perseverance, quality service, a positive culture and mix. The result: a tasty business that rises to 450 locations. On the final episode of the Your Active Wealth business owner podcast series, Dena Tripp, an entrepreneur and co-founder of Nothing Bundt Cakes, discusses how a business she started with a friend in her kitchen grew into a thriving nationwide venture. Dena reveals the power of quality, the importance of ambiance, the valu...
Sep 28, 2022•33 min•Ep. 14
Business Owner Series: An Entrepreneur Who Empowers Entrepreneurs
How can a business build a winning corporate culture that empowers employees, helps clients thrive and drives profitability? In the third episode of our business owner series, Paul Spiegelman, an entrepreneur, author, and philanthropist, discusses how a business he started with his brothers in his parents’ garage grew into a successful healthcare enterprise that was acquired by Stericycle. Paul reveals the power of culture, the three things every employee wants and how he’s giving back to his co...
Aug 31, 2022•31 min•Ep. 13
Business Owner Series: Family Style Success
In the second episode of our business owner series, Varish Goyal, president and CEO of Vintners Distributors, Au Energy and Loop Neighborhood Markets joins the podcast to explain why he turned away from a career in medicine and joined his family’s business. He then took the company in a different direction through his interest in technology and service, and today directs the largest gas service operation in California, as well as the bold new convenience store chain Loop Neighborhood. Varish dis...
Aug 17, 2022•38 min•Ep. 12
Business Owner Series: Better Health Drives Better Business
In the first episode of our business owner series, healthcare entrepreneur Arnie Burchianti shares his story of starting a home-based healthcare company in his native state of Pennsylvania. Leveraging scale and technology, Arnie was able to reduce the cost of care while delivering a higher standard of care. Over time, Arnie led the company through significant expansion and a series of mergers and acquisitions. Arnie discusses the significance of culture, the three drivers of success, the importa...
Jul 27, 2022•33 min•Ep. 11
LGBTQ+ Wealth Management for Today’s Modern Families
In this episode of Your Active Wealth , Lee-ford Tritt, professor of law and director of the center for estate planning at the University of Florida College of Law, discusses some of the key wealth planning issues facing LGBTQ+ couples today. The conversation sheds light on the benefits of different types of trusts, how second-parent adoption and blended families factor into estate planning, why changing pronouns may call for more flexible wills and more. According to Lee-ford, while many LGBTQ+...
Jun 23, 2022•33 min•Ep. 10
The New Alternative World of Investing
Gone are the days when investors can expect a traditional 60/40 allocation to bonds and stocks will meet their financial goals. In this episode, Joanna Berg, senior alternative investments strategist, joins the podcast to explain how the world of investing has changed, and why exposure to alternative investments, like private equity and real estate, is critical in today’s environment. For additional insights on the subjects that matter most to you, visit bny.com/wealth . Follow us on: Twitter | ...
May 18, 2022•29 min•Ep. 9
Spend Like a Successful Institution
When you have a substantial amount of wealth, it makes sense to think about your balance sheet like an institution. This means reviewing your expenditures periodically to account for personal spending habits, as well as external factors like market performance and inflation. According to Terry Sylvester Charron, head of investment advisory and planning solutions at BNY Wealth, it’s the small items like travel, entertainment and gifts to charitable entities that tend to add up. It’s important to ...
May 11, 2022•15 min•Ep. 8
Celebrating Women in Wealth with Veronica Dagher
On International Women’s Day, we focus on the importance of women to financial markets, and the importance of financial markets to women. According to Catherine Keating, Global Head of BNY Wealth, financial health should be approached like physical health, with good day-to-day disciplines and guidance from experts. Drawing on years of collective experience, in this episode of Your Active Wealth , Catherine and award-winning journalist Veronica Dagher discuss practices for successful wealth manag...
Mar 08, 2022•27 min•Ep. 5
Tax Changes to Look Out for in 2022
Last year saw the emergence of several proposals under the Build Back Better Act that would impact U.S. taxpayers if signed into law. However, at this time, they have not come to fruition. According to Belinda Herzig, senior wealth strategist at BNY Wealth, other near-term developments could still lead to higher taxes. In this episode, Belinda covers expiring federal tax provisions, the prospect of higher gift and estate taxes, and using strategic borrowing to meet tax liabilities while still re...
Feb 23, 2022•32 min•Ep. 4
Borrow Like a Billionaire
Ever wondered how some billionaires fund such lavish lifestyles while paying little to no tax? It comes down to strategic borrowing: the use of leverage to fund spending and investing. Billionaires derive most of their income from asset appreciation rather than salaries or bonuses. Unlike ordinary income, asset appreciation isn’t taxed until a gain is realized through the sale of an asset. Borrowing to meet expenses, rather than selling off invested assets, has helped some wealthy individuals in...
Feb 09, 2022•27 min•Ep. 2
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