Frazer Rice: Wealth, Actually: Intelligent Decision-Making for the 1%

Frazer Rice: Wealth, Actually: Intelligent Decision-Making for the 1%


Private Wealth Manager | Podcast Host | Author

Frazer Rice focuses on Family Office Infrastructure, Trusts and Estates, Private Company Board and Charity, Multi-Generational Wealth & Trustee Consulting for Next Capital.

Frazer has written the book Wealth, Actually: Intelligent Decision-Making for the 1% and produces the successful “Wealth Actually” Podcast. He appears on a variety of media and industry panels to discuss wealth management practice, trusts and estates, family dynamics issues, and tax policy. He is on the Board of the New York City Estate Planning Council and is Co-Head of its Programming Committee. He received his B.A. in Political Science and History from Duke University and his J.D. from Emory University School of Law. Frazer lives in Manhattan and enjoys golf, travel, horror movies, media production, and writing.

Today, we start with one of my favorite quotes from Frazer’s book: “Very few of life’s important answers are found in a pitch book or a slide deck.” – he further adds, “Unfortunately, the financial services industry makes its money, from the sale of products.” — He shares some advice how to navigate this fascinating, but challenging environment.

We focus on the importance of anticipation when providing advice. We also tackle a big question: what it means to be rich?

Frazer introduces the distinctions between current and legacy wealth, retirement planning vs. estate planning.

We have a lively discussion about sudden windfalls, and Frazer proposes another way of looking at this life-changing event.

Stay tuned until the end, when we talk about the real fear of losing it all.

Links:

www.frazerrice.com

www.nextcapitalmgmt.com

https://www.amazon.com/Wealth-Actually-Intelligent-Decision-Making-1-ebook/dp/B07FPQJJQT/

NEVER INVESTMENT ADVICE.

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(308)

James E. Hughes, Jr.: Great Advisors Offer Courage, Not Just Knowledge, The Five Capitals, 100-Year Thinking, and What It Takes to Help a Family Flourish

James E. Hughes, Jr.: Great Advisors Offer Courage, Not Just Knowledge, The Five Capitals, 100-Year Thinking, and What It Takes to Help a Family Flourish

Find me on Substack, search for my name.This is a summer classic — a re-release of an enhanced, longer audio episode that originally aired in late 2022, with my added intro and commentary. It’s among ...

20 Heinä 56min

Robert P. Miles: What 20 Berkshire CEOs Taught Him About Character, Inside the Temperament, the Moat, and the Culture that Keep Compounding

Robert P. Miles: What 20 Berkshire CEOs Taught Him About Character, Inside the Temperament, the Moat, and the Culture that Keep Compounding

Find me on Substack, search for my name.Robert P. Miles is an author, educator, and the world's foremost authority on Berkshire Hathaway's management culture. Robert has written three bestselling book...

13 Heinä 1h 19min

Marion Fogli, Finance Made Human: Money a Triple Taboo, Three Money Questions, and Talking Early About Inheritance

Marion Fogli, Finance Made Human: Money a Triple Taboo, Three Money Questions, and Talking Early About Inheritance

Find me on Substack, search for Bogumil Baranowski.Marion Fogli, a Swiss digital banking pioneer who co-founded Switzerland’s first digital private bank, now teaches what she calls Finance Made Human,...

6 Heinä 54min

Unfiltered Coffee Q&A, June 2026: On Trying, Waiting, and Learning to Receive

Unfiltered Coffee Q&A, June 2026: On Trying, Waiting, and Learning to Receive

Find me on Substack, search for Bogumil Baranowski. See you there!This month's Unfiltered Coffee finds me recording thoughts from the road after a few weeks of travel that pulled me away from daily ne...

3 Heinä 45min

Everybody Inherits Something: Bogumil Baranowski on Money, Mortality & Living a Rich Life (The Gravitas Podcast with Anna Fata Shemin)

Everybody Inherits Something: Bogumil Baranowski on Money, Mortality & Living a Rich Life (The Gravitas Podcast with Anna Fata Shemin)

Reposted here is my interview on Anna Fata Shemin's wonderful podcast, the Gravitas Podcast. Sign up, follow her incredibly thoughtful work: https://open.spotify.com/episode/432S3SNi56e0njlHgjAa1B?si=...

26 Kesä 39min

Byron Tully: The Secret Life of Old Money: What Wealthy Families Know That They Don't Talk About

Byron Tully: The Secret Life of Old Money: What Wealthy Families Know That They Don't Talk About

Find me on Substack!This is a summer classic — a re-release of an enhanced audio episode that originally aired in 2023, now among the most listened-to Talking Billions episodes of all time. If you mis...

22 Kesä 1h 8min

Daniel Kertesz: The Family Outlives the Company — Don't Wait Until You're 80 | The Gray Rhinos Every Wealthy Family Must Face & Why Shirt Sleeves to Shirt Sleeves Is a Myth

Daniel Kertesz: The Family Outlives the Company — Don't Wait Until You're 80 | The Gray Rhinos Every Wealthy Family Must Face & Why Shirt Sleeves to Shirt Sleeves Is a Myth

Find me on Substack!Daniel Kertesz is a Zurich-based second-generation family entrepreneur, integrated family advisor, and author of Family Mind: Overcoming the Three-Generation Myth, who draws on his...

15 Kesä 1h 24min

Jack Schwager & George Coyle: The Edge Moves. So Must You. Zero Evidence, Total Belief. How the Youngest Market Wizards Found Edge Where No One Was Looking

Jack Schwager & George Coyle: The Edge Moves. So Must You. Zero Evidence, Total Belief. How the Youngest Market Wizards Found Edge Where No One Was Looking

Jack Schwager is the legendary author of the Market Wizards series and one of the most influential figures in trading literature, whose decades of interviewing elite traders have made him the definiti...

8 Kesä 1h 17min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
psykopodiaa-podcast
mimmit-sijoittaa
rss-rahapodi
rss-rahataito-podcast
rss-inderes
rahapuhetta
rss-perho-rajoilla
rss-karon-grilli
hyva-paha-johtaminen
rss-tarkeista-asioista-2
rss-40-ajatusta-aanesta
rss-oivalluksia-rahasta-elamasta
pomojen-suusta
juristipodi
rss-porssipuhetta
rss-rentotapaus
rss-turvacast
rss-kaupan-tila
rss-johtajuuden-jaljilla