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Everhart Wealth Insights

Everhart Wealth Insights is dedicated to helping listeners navigate the personal wealth-building journey.

Podcast · By Everhart Advisors · English · Official site

Indexed episodes, last 90 days
3
Latest publication
Sep 8, 2026
Audience
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Earliest in this view
Jul 30, 2026

Latest episodes

  1. Episode · Sep 8, 2026

    Winning the Loser’s Game (opens the original)

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    Charles Ellis spent 50 years in investing and chaired the Yale endowment committee for the better part of a decade, and his argument in Winning the Loser's Game is this: most investors are playing the wrong game. The instinct is to go looking for the next winning stock. But in his view, the average investor isn't up against other amateurs, they're competing with millions of professionals who have near-unlimited research and technology behind them. Trying to out-trade that crowd, he argues, is th

  2. Episode · Aug 11, 2026

    Simple Wealth, Inevitable Wealth (opens the original)

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    Nick Murray has spent 50+ years advising investors, and his argument in Simple Wealth, Inevitable Wealth is this: most retirees focus on the wrong risk. Watching an account drop 20% feels uncomfortable, but in his view the quieter concern over a 30-year retirement is the erosion of purchasing power. Max and Logan discuss Nick's book, a title that's been in print for 25 years without a word changed. They cover why Nick zeroes in on inflation as a central risk to retirees, how he thinks about the

  3. Episode · Jul 30, 2026

    Welcome to Richer Thinking | Presented by Everhart Advisors (opens the original)

    Episode notes · Neutral tone

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    Welcome to Richer Thinking, presented by Everhart Advisors. Every month, hosts Max Rosenthal, Partner and Wealth Manager, and Logan Jones, President of Wealth Management, take one popular personal finance book and break it down the way they would with a client: what it gets right, where it breaks down in the real world, and how the principles actually play out for the people they sit across the table from every day. This isn't a book review show. It's a look at how two advisors actually think ab

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