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On the show
From 12 epsHosts
Recent guests
Recent episodes
The Financial Advice Crisis Nobody Is Talking About (ft. Mike Alexander)
Jun 18, 2026
13m 23s
How Business Owners Accidentally Destroy Their Wealth (ft. Chris Davis)
Jun 1, 2026
35m 53s
Welcome to Wealth Strategies Unleashed by Concenture Wealth Management
May 6, 2026
0m 41s
3 Surprises About Retiree Spending Habits
Oct 30, 2025
25m 51s
What's The Best Retirement Withdrawal Strategy?
Oct 10, 2025
17m 41s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 6/18/26 |  The Financial Advice Crisis Nobody Is Talking About (ft. Mike Alexander) | In this episode, Robert Gilliland and Concenture Chief Investment Officer Mike Alexander discuss why successful investing today isn't just about understanding markets. It's about managing information, expectations, and emotions. Key themes from the conversation: Why investors are experiencing "information overload"The difference between financial data and financial opinionsHow AI and social media are changing investingWhy fear of missing out (FOMO) creates unnecessary riskThe importance of di... | 13m 23s | ||||||
| 6/1/26 |  How Business Owners Accidentally Destroy Their Wealth (ft. Chris Davis)✨ | wealth managementbusiness planning+3 | Chris Davis | Concenture Wealth Management | — | business ownerspersonal financial planning+3 | — | 35m 53s | |
| 5/6/26 | Welcome to Wealth Strategies Unleashed by Concenture Wealth Management✨ | financial guidancewealth management+3 | — | Concenture Wealth Management | HoustonEnergy Corridor+8 | financial guidancewealth management+3 | — | 0m 41s | |
| 10/30/25 |  3 Surprises About Retiree Spending Habits✨ | retirement spendingfinancial planning+3 | — | Concenture Wealth Management | — | retirementspending habits+3 | — | 25m 51s | |
| 10/10/25 |  What's The Best Retirement Withdrawal Strategy?✨ | retirementwithdrawal strategy+4 | — | — | — | retirement withdrawal4% rule+3 | — | 17m 41s | |
| 9/18/25 |  The Hidden Cost of Working Past Age 60✨ | retirement planningfinancial health+3 | — | — | — | retirement agefinancial planning+3 | — | 24m 52s | |
| 9/5/25 |  Should You Retire at Age 59.5?✨ | retirement planningfinancial strategies+3 | Karen Heider | — | — | retirementfinancial strategies+3 | — | 29m 18s | |
| 8/1/25 |  5 Signs You’re Doing Well Financially✨ | financial healthfinancial discipline+3 | — | — | — | financial positionsigns of wealth+3 | — | 14m 30s | |
| 7/24/25 |  The 4 Levels of Retirement✨ | retirement stagesfinancial strategies+3 | — | — | — | retirementfinancial planning+3 | — | 21m 53s | |
| 7/10/25 |  3 Retirement Myths That Could Cost You✨ | retirement mythsfinancial readiness+3 | Karen Heider | — | — | retirementmyths+3 | — | 16m 38s | |
Want analysis for the episodes below?Free for Pro Submit a request, we'll have your selected episodes analyzed within an hour. Free, at no cost to you, for Pro users. | |||||||||
| 6/12/25 |  The Biggest Wealth Killer No One Talks About✨ | wealth managementfinancial mistakes+3 | Mike Alexander | Concenture Wealth Management | — | wealth killerfinancial mistakes+3 | — | 13m 07s | |
| 5/29/25 |  How Money Can Actually Buy You Time✨ | time value of moneymoney value of time+3 | Mike Alexander | Concenture Wealth Management | — | time value of moneymoney value of time+3 | — | 22m 13s | |
| 5/14/25 |  7 Costly Mistakes to Avoid in Your 50s & 60s✨ | financial planningretirement+4 | Karen Heider | — | — | retirement planningfinancial mistakes+3 | — | 16m 30s | |
| 4/24/25 |  When Is the Best Time of Year to Retire? | The best time to retire is personal, but choosing your date with intention can have a major impact on your finances, healthcare, and emotional well-being. In this episode of Wealth Strategies Unleashed, Robert Gilliland & Karen Heider unpack the often-overlooked ways that timing your retirement can help you make the most of your first year and beyond. We share actionable ways to: Optimize your tax bracket with early-year retirement strategies and smart withdrawal planningUse healthcare ti... | 18m 35s | ||||||
| 4/9/25 |  Is Bitcoin Like the Early Internet? (ft. Mary Ann Bartels) | Cryptocurrency isn’t just about Bitcoin anymore. In this episode of Wealth Strategies Unleashed, Robert Gilliland & Sanctuary Wealth’s Chief Investment Strategist Mary-Ann Bartels break down the differences between Bitcoin, Ethereum, Solana, XRP, and why understanding their purpose is key before investing. From the early days of the internet to the rise of Web3, this episode connects the dots between blockchain, smart contracts, and the race to build the infrastructure for a digital futur... | 18m 37s | ||||||
| 3/26/25 |  What the Happiest Retirees Do Differently | This episode of Wealth Strategies Unleashed is all about enhancing your retirement lifestyle beyond the spreadsheets. Robert Gilliland and Karen Heider dive into the often-overlooked choices that make life richer, healthier, and more fun once you’ve stopped working. They share practical ideas to help you: Build an emergency fund that protects your lifestyle from market swings or surprisesMaintain health and happiness with the right setup and social connectionsBalance reliability with indulgen... | 11m 37s | ||||||
| 3/19/25 |  The Most Common Retirement Regrets (Avoid These) | Robert Gilliland and Karen Heider unpack the 5 biggest non-financial retirement regrets, from losing social connections to making lifestyle changes that limit freedom. They explore how to avoid these pitfalls by planning for the “what’s next” well before your last day at work. They share actionable ways to: Create a clear plan for post-retirement purpose and passion projectsMake smart decisions about upgrading, downsizing, or relocating your homeAlign retirement expectations with your spouse ... | 16m 28s | ||||||
| 3/12/25 | Value vs. Growth Stocks: Which Is For You? (ft. Mike Alexander) | In this episode of Wealth Strategies Unleashed, Robert Gilliland and Mike Alexander break down what separates growth from value, why portfolios naturally drift overweight to one side, and how to rebalance without letting headlines (or a hot streak) dictate your strategy. They cover: A simple definition: growth stocks are companies growing earnings faster than the broad market (often tech / “momentum” names), while value stocks trade at a discount and are often associated with dividends and ma... | 18m 04s | ||||||
| 3/5/25 | Where is Crypto & Blockchain Leading Us? (ft. Mary Ann Bartels) | Mary-Ann Bartels. break down what crypto actually is, why it’s gaining adoption, and how to think about it without getting swept up in hype or fear. They unpack: Why crypto feels like a “new language” (and why that discomfort is normal)The core technology: blockchain as a continuously linked ledger that records and verifies transactionsWhy Bitcoin is so polarizing: younger investors are used to digital-native value, while older investors struggle with something they can’t touchThe key distinc... | 37m 15s | ||||||
| 2/27/25 | The Way You Invest is Shifting (ft. Adam Malamed) | In this episode of Wealth Strategies Unleashed, Robert Gilliland sits down with Adam Malamed, CEO of Sanctuary Wealth, to unpack what the next 5–10 years will look like for clients and what they should expect from modern advisory firms. They dig into three major shifts shaping the future: AI inside the advisor-client relationship - not as a replacement for personalization, but as a force multiplier. Adam explains how tools reduce admin work so advisors can spend more time on strategy, clarity... | 20m 48s | ||||||
| 2/19/25 | Wealth Management is Changing? (ft. Adam Malamed) | In this episode of Wealth Strategies Unleashed, Robert Gilliland is joined by Adam Malamed, CEO of Sanctuary Wealth, to break down what clients should expect from a modern financial advisor and what trends are reshaping the industry. They explore three shifts that are changing what “good advice” looks like: The Democratization of the Family Office - Adam explains how services once reserved for ultra-wealthy families (tax strategy, estate coordination, charitable planning) are now being demand... | 22m 07s | ||||||
| 2/12/25 |  Can You Save Too Much for Retirement? | In this episode of Wealth Strategies Unleashed, Robert Gilliland and Mike Alexander tackle a surprisingly common question: “Am I saving too much for retirement?” and how to tell the difference between smart discipline and unnecessary sacrifice. They unpack how to evaluate whether your nest egg is actually the right size by focusing on: Probability-based planning - Instead of assuming markets rise every year or blindly following rules like the “4% rule,” they emphasize building a plan ar... | 14m 07s | ||||||
| 2/5/25 |  How to Live Well Without Spending More Money | In this episode of Wealth Strategies Unleashed, Robert Gilliland & Karen Heider explore what it really means to live a “luxurious lifestyle” and how thoughtful planning can help you enjoy meaningful experiences without derailing your financial future. They break down several practical ways to balance lifestyle goals with smart financial decisions: Define what luxury actually means to you Luxury isn’t one-size-fits-all. For some people it’s travel and new cultural experiences. For others i... | 17m 03s | ||||||
| 1/29/25 |  Warning Signs in the Markets? (ft. Mary Ann Bartels) | In this episode of Wealth Strategies Unleashed, Robert Gilliland & Sanctuary Wealth's Chief Investment Strategist Mary-Ann Bartels explore what could go wrong in 2025 and how investors should think about volatility if it does. They share actionable ways to: Understand the biggest risks markets are watching in 2025 Sticky inflation could push the Federal Reserve toward higher interest rates again. If markets begin anticipating that shift, it could trigger sharp but temporary selloffs.Recog... | 34m 49s | ||||||
| 1/22/25 |  Wall Street Legend on Preparing for 2025 Markets (ft. Mary Ann Bartels) | In this episode of Wealth Strategies Unleashed, Robert Gilliland & Sanctuary Wealth's Chief Investment Strategist Mary-Ann Bartels cover one core idea: What can go right in 2025 and why the bull case is still intact. They break it down into a few big drivers: Fed cuts as a tailwind Maryanne points out the Fed already cut rates meaningfully late last year, which supports liquidity and risk assets even if expectations for additional cuts cool off.Earnings are the real foundation Strip... | 41m 50s | ||||||
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