More Than Wealth

In this episode of More Than Wealth, hosts Darrin Gold and Samantha Hodgkins sit down with Mike Alexander, Managing Director at UBS Asset Management, to explore one of today’s most talked-about investing strategies: direct indexing. Mike unpacks how direct indexing evolved from traditional mutual funds and ETFs, and why it is becoming a preferred approach for high-net-worth investors seeking tax efficiency, personalization, and cost control. Together, they discuss how this strategy allows investors to own individual securities within an index, unlocking opportunities for active tax-loss harvesting, customized portfolio design, and a more intentional path to diversification. Whether you are a seasoned investor or simply curious about how technology is reshaping portfolio management, this conversation offers valuable insights into how direct indexing may help investors keep more of what they earn and align their portfolios with their goals. Listen now to understand why direct indexing is transforming the wealth management landscape.

Philanthropy doesn’t have to be complicated. In this episode of More Than Wealth, Darrin Gold and Samantha Hodgkins explore how donor-advised funds can make charitable giving simple, flexible, and impactful. Darrin and Samantha sit down with Meghan Clifford, Regional Director of New England at National Philanthropic Trust (NPT), to discuss how donor-advised funds (DAFs) work, why they’re becoming increasingly popular, and how families can use them to create a lasting legacy of generosity.

Ever wonder what truly sets the tone for a successful financial advisory relationship? Join Darrin Gold and Samantha Hodgkins in episode six of "More Than Wealth" where they unlock the vital role of discovery meetings at The Gold Group. This episode takes you behind the scenes to understand how these initial but pivotal meetings shape the relationships with their clients. In their new studio just outside the city of Boston, Darrin and Samantha dive deep into the unique discovery process that sets the Gold Wealth Management Group apart. They focus on understanding clients' goals, values, and personal stories, ensuring comprehensive and empathetic wealth management.

Why do our minds play a starring role in our financial life? Darrin and Samantha sit down with Dr. Daniel Crosby, Chief Behavioral Officer at Orion Advisor Solutions, to unpack the fascinating interplay between psychology and finance. Dr. Crosby, a respected psychologist and bestselling author, offers insights from his thought-provoking book, "The Soul of Wealth." The conversation explores how behavioral biases impact investment decisions, the power of benchmarking, and the illusion of control in financial planning. Discover how Dr. Crosby's personal experiences and influences, like Viktor Frankl, shape his perspective on the deeper meaning of money. Tune in for practical advice on aligning your financial goals with your life's purpose.

Today, Darrin Gold and Samantha Hodgkins from the Gold Wealth Management Group sit down with Julie Binder, Senior Strategist at UBS Family Advisory and Philanthropy Services Americas. Julie shares invaluable insights on fostering meaningful conversations about wealth within families. Learn how to break the silence that often surrounds family finances and make wealth a positive tool for growth and legacy. Get the tools you need to bridge the wealth communication gap and ensure your values are passed down through generations. Ready to redefine your family wealth narrative? Tune in now!