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 …
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 …
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 …
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 …
When the market is shifting faster than most people can keep up, the real risk isn’t volatility; it is holding on to outdated assumptions.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 …
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 …
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 …
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 …
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 …
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 …