
Insights from recent episode analysis
Audience Interest
Podcast Focus
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Platform Reach
Insights are generated by CastFox AI using publicly available data, episode content, and proprietary models.
Total monthly reach
Estimated from 1 chart position in 1 market.
By chart position
- đşđ¸US ¡ Investing#1265K to 30K
- Per-Episode Audience
Est. listeners per new episode within ~30 days
1.5K to 9Kđ Daily cadence¡40 episodes¡Last published 2d ago - Monthly Reach
Unique listeners across all episodes (30 days)
5K to 30Kđşđ¸100% - Active Followers
Loyal subscribers who consistently listen
2K to 12K
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* Data sourced directly from platform APIs and aggregated hourly across all major podcast directories.
On the show
Recent episodes
Save Taxes & Create Income With Charitable Remainder Trusts
Jun 11, 2026
15m 49s
The Dangers of Making Beneficiary Designation Mistakes
Jun 4, 2026
16m 11s
The $15M Estate Tax Exemption Explained
May 28, 2026
20m 13s
Money Mindset Explained: The Hidden Patterns Driving Your Financial Decisions
May 21, 2026
13m 24s
Financial Planning After Divorce or Loss: Start Over Strong
May 14, 2026
14m 35s
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| Date | Episode | Description | Length | ||||||
|---|---|---|---|---|---|---|---|---|---|
| 6/11/26 | ![]() Save Taxes & Create Income With Charitable Remainder Trusts | Have you been holding on to certain assets for decades because of a fear of incurring capital gains taxes? Well, then this is the episode for you! On this episode of The Wealth Cafe, we aim to help you better understand the Charitable Remainder Trusts, which in the long run could help you sell some of those highly appreciated assets, while all together avoiding certain taxation by making charitable donations. Whether your assets are tied to the market, real estate, or something in between we ... | 15m 49s | ||||||
| 6/4/26 | ![]() The Dangers of Making Beneficiary Designation Mistakes | Discussing end of life with loved ones and designating beneficiaries to pass your wealth on to can be very uncomfortable. However, not properly planning for how your legacy will live on could cause major relationship erosion between family members if they end up having to fight it out in probate court to lay claim to the assets youâve left behind. Thatâs why on this episode of The Wealth Cafe, we want to prepare you for the inevitable by providing real life examples of some scary situations w... | 16m 11s | ||||||
| 5/28/26 | ![]() The $15M Estate Tax Exemption Explained | One of our favorite episodes yet! In this episode of The Wealth Cafe, weâll be talking all about the new and improved estate tax exemption, as well as the common misconceptions around it. Most people think that this exemption is permanent, but âpermanentâ in the sense of the law means something far different. So, make sure to tune into this informative episode, so that you donât get caught acting too late on your estate. What weâll cover: â New law affecting estate taxes. â Clawback pro... | 20m 13s | ||||||
| 5/21/26 | ![]() Money Mindset Explained: The Hidden Patterns Driving Your Financial Decisions | What if we told you that a personâs financial success has less to do with how much money they make and more to do with how they think about money? Would you believe it? In this episode of The Wealth Cafe, weâll be discussing the concept of âMoney Mindsetâ and the research behind it. Thereâs a lot that goes on in oneâs head when making financial decisions, but the hidden psychology discovered by Dr. Brad Klontz is extremely eye-opening and will provide you with an understanding of the unconsci... | 13m 24s | ||||||
| 5/14/26 | ![]() Financial Planning After Divorce or Loss: Start Over Strong | Research suggests that one in three women will face at least one major financial transition alone during their lifetime. If youâre worried that you could be one of those women and this reality keeps you up at night, youâll want to make sure to tune in for this episode. During this heavy conversation, weâll be talking all about the grief and disruption divorce or death can cause, not only on your everyday life, but your financial life as well. What we hope you get out of this episode are ways ... | 14m 35s | ||||||
| 5/7/26 | ![]() Executive Exit Strategy: What Every Woman Should Consider in the First 90 Days | After years of working with highly successful women in powerful executive roles, we at The Wealth Cafe have seen how meticulous they can be in what they plan for. They plan their days, teams, objectives, presentations, and so much more, but what they donât plan for is leaving the C-suite behind. It isnât their fault; they just never received the proper guidance. So, if youâre a woman in an executive role, this episode is for you. Weâll be breaking down the most critical 90 days of your financ... | 20m 50s | ||||||
| 4/23/26 | ![]() What Is a 1035 Exchange? Rules, Benefits & Common Mistakes | If youâve been looking for a financial planning strategy geared towards replacing an out-of-date insurance policy or annuity without negatively impacting the amount you pay in taxes, then this is the episode for you! So, without further ado, weâd like to introduce all our loyal listeners to the concept called the 1035 exchange. Most advisors will tell you that even though itâs one of the most overlooked strategies, it can also be one of the most advantageous. In this episode we break down eve... | 14m 37s | ||||||
| 4/16/26 | ![]() She Pitched âŞRyanSerhant⏠Serhant With a Monogrammed iPad â And It Worked | Stephanie Bray | What does it take to pitch âŞRyanSerhant⏠Serhant with a monogrammed iPad â and actually land the deal? In this episode of The Wealth CafĂŠ, I sit down with Stephanie Bray â a third-generation realtor, native Phoenician, and Arizona luxury real estate agent with SERHANT â to talk about bold vision, building generational wealth through real estate, and why daring to dream big actually gets results. If you're a high-net-worth woman looking to build wealth through luxury real estate, or si... | 27m 06s | ||||||
| 4/11/26 | ![]() ISOs vs NSOs: Taxes & Risks to be Aware of | In our experience, weâve noticed that most people donât fully grasp how stock options work and tend to make costly mistakes, as well as miss out on opportunities that could help them secure a sound financial future. So, if youâre a high earner, THIS IS A MUST LISTEN! In this episode of The Wealth Cafe, weâll be focusing on how equity compensation could be the key to unlocking long-term wealth for you and your loved ones. What weâll cover: â Owning shares vs. having options. â How equity... | 17m 34s | ||||||
| 4/2/26 | ![]() Smart Tax Strategies to Avoid Next Yearâs Tax Surprises | Did you just finish filing your taxes, but feel that your tax refund was lower than you expected? Youâre not alone. Oftentimes what we see at The Wealth Cafe is that people just donât start planning early enough, which is why in this episode we break down how specific strategies and proactive planning can help you avoid stress, surprises, and last-minute scrambling that may have plagued you this year. What weâll cover: â Early planning strategies that can potentially save you mon... | 12m 02s | ||||||
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| 3/26/26 | ![]() Don't Let Taxes Eat at Your Retirement Savings | Donât make this major mistake and blow up your golden years. With how volatile tax rates can be, itâs commonplace for people to make pre-tax contributions or utilize tax-deferred savings accounts to avoid paying taxes year after year, but if not planned for properly, you could potentially be paying tens of thousands back to the government when itâs finally time to enjoy the fruits of your labor. In this episode of The Wealth Cafe, weâre going to take a deep dive into a topic known as th... | 16m 21s | ||||||
| 3/19/26 | ![]() How High Earners Can Still Contribute to a Roth IRA | At The Wealth Cafe, many high earners we come across are under the assumption that they make too much money to contribute to a Roth IRA, which isnât always true. If specific criteria are met and implemented properly into oneâs financial plan, a Backdoor Roth IRA can allow high-earners the ability to move money from a Traditional IRA to a Roth IRA. In this episode, weâll break down how a Backdoor Roth strategy works, the rules and processes around it, and the common mistakes to avoid. What weâ... | 8m 36s | ||||||
| 3/12/26 | ![]() Inherited IRA Rules & Regulations Explained | At The Wealth Cafe, weâve noticed that there is an underlying assumption that inheriting a retirement account is simple, but changes to certain rules have made it a little more complex than most people realize. Since post-pandemic AKA 2020, someone who inherits a non-spousal IRA needs to be aware of important tax rules and distribution requirements that come with it. In this episode, weâll be breaking it all down, so you and your loved ones better understand these rules, as well as avoid cost... | 9m 41s | ||||||
| 3/5/26 | ![]() How Landlords & Real Estate Investors Can Use 1031 Exchanges to Their Advantage | Are you a landlord or a real estate investor looking for help understanding how to best use a 1031 exchange to defer taxes on investment properties? If so, this episode of The Wealth Cafe is for you! Weâll provide you with insights and information that'll help you understand how a 1031 exchange can be advantageous for you and your specific situation. What weâll cover: â Defining what a 1031 exchange is. â How to maximize it. â Important team members to ... | 10m 41s | ||||||
| 2/26/26 | ![]() Donât Let a Company Acquisition Ruin Your Financial Plan | Nothing throws a wrench into a financial plan more than a company acquisition. In our experience, we tend to see one of two situations play out. Senior leaders, like yourself, make monumental financial decisions based on rumors, or significant financial impact is felt after the fact due to an acquisition, and the team member lacking a proper safeguard in place. We at The Wealth Cafe understand that company acquisitions bring both positives and negatives to all involved, but if proper strategi... | 11m 34s | ||||||
| 2/19/26 | ![]() How Millionaires Can Maximize Tax Season | We at The Wealth Cafe love a good tax discussion! Todayâs conversation centers on the common misconception that financial advisors, accountants, and even tax strategists get wrong: focusing only on minimizing taxes for one year. The ultimate goal should always be to reduce your tax bill over your entire lifetime and for generations to come. What weâll cover: â The tax bombshell. â Importance of looking at the bigger picture. â Strategies you can act upon immediately.... | 10m 23s | ||||||
| 2/12/26 | ![]() Leaving this Asset Behind Could be a Grave Mistake | Inheriting money isnât always what itâs cracked up to be. Movies and TV do a great job of dramatizing the benefits of inheriting money, but never its drawbacks. Thatâs why in todayâs episode of The Wealth Cafe, weâre breaking down the reality of inheriting or leaving behind this incredibly convoluted asset. This will hopefully help you or a loved one who's leaving money behind to save time and stress when it comes to tax implications. What weâll cover: â How to go a... | 9m 30s | ||||||
| 2/5/26 | ![]() How to Strategize Bonuses, RSUs, and Stock Options for a Prosperous 2026 | Have you recently received exciting financial news about a bonus, salary increase, or company stock options? If so, this episode of The Wealth Cafe is for you! Even though this is an extremely exciting time for you and your loved ones, there are a lot of moving parts that you should be aware of, so that you're making the most out of these pieces of compensation within your specific financial plan. The key is to use these to build wealth and ensure dollars are set aside for ... | 14m 23s | ||||||
| 1/29/26 | ![]() Stop Feeling Uncertain About Your Financial Future | Everyone feels uncertain about their financial future, even the wealthiest among us. I've worked with individuals and couples who, on paper, earn fantastic salaries but still feel like they're living paycheck to paycheck and failing to build wealth. Most would think that people who feel this way should just stop buying expensive coffee or shopping at specialty grocery stores, but in reality, they just need to plan and strategize better. When trying to build wealth, there isnât a one-si... | 13m 35s | ||||||
| 1/22/26 | ![]() The Widow Tax Explained | Planning for the unexpected can be awkward and scary, but itâs extremely important to prepare ahead of time, so that you can make the most of the here and now. This can be a very emotional topic, but we at The Wealth Cafe believe that it's a beneficial one to cover, regardless of gender, age, and creed. The Widow Tax isn't a line item; it's a concept that's recently become more prevalent. When one party passes away, the other is left bearing the burden of increased ... | 13m 28s | ||||||
| 1/15/26 | ![]() What Happens If You Die with Too Much Money Pt.2 | Welcome back to The Wealth Cafe. We missed you! We thought that, given the high number of viewers who found this topic to be both controversial and impactful, we'd revisit it in 2026. This type of thing happens more often than you think, and if/when something catastrophic happens, you want to be ready. Having too much money is something we all aspire to, so that we can retire early and enjoy life, but dying with too much money is a real concern. There are always what-ifs and question ma... | 10m 42s | ||||||
| 1/8/26 | ![]() A High-Earners Guide to 2026 | Let's kick your New Year off right! This episode of The Wealth Cafe is all about helping you set financial intentions for 2026 and beyond. This is a must-watch, especially for high earners who are looking for options to take advantage of opportunities that can help maximize wealth in both the short and long term. Weâll be covering key considerations for setting goals, prioritizing them, and maintaining accountability for you and your financial team. What weâll cover: â Having clear inte... | 9m 36s | ||||||
| 12/18/25 | ![]() Is it Time to Replace Your Financial Advisor? | As life changes, so does the financial world. In recent years, you may have gained a higher wage with upward career moves, decided to start a family, or even just reached important life milestones. With all that being said, because of these new stages in life, you may have found that, like clothes, youâve outgrown your current financial advisor. This episode of The Wealth Cafe is all about detecting the telltale signs that youâre in need of a new financial team, as well as helpful tips ... | 11m 03s | ||||||
| 12/11/25 | ![]() Stop Struggling with Short-Term Financial Goals | Many high earners excel at reaching significant financial milestones, such as achieving a comfortable retirement lifestyle, purchasing a second home, or taking a grand vacation with their grandchildren; however, for some reason, they struggle to achieve short-term goals that precede these. Thatâs why this episode of The Wealth Cafe is dedicated to assisting and guiding high-net-worth individuals, like you, on items that other financial advisors often overlook when helping their clients. Today... | 9m 12s | ||||||
| 12/4/25 | ![]() Learn All About Strategically Taking Tax Gains | Are you a high-net-worth or high-earning individual who's looking for guidance on a popular year-end tax planning strategy? If this sounds like you, then youâre going to want to tune into this episode of The Wealth Cafe! On this episode, we arenât talking about traditional tax loss harvesting; we're talking about opportunities where you can potentially take strategic tax loss gains in your portfolio. Whether you're expecting to see a drop in income and need rebalancing, have a concentra... | 9m 13s | ||||||
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