HeyJaredSmart Money Conversations
Smart Money Conversations: an advice-only podcast hosted by Brett Croft, CFP®, CFA®, CTFA®, and entrepreneur Chris Tabish CCO (Chief Comedic Officer) delivers expert financial strategies for UHNW families, covering taxes, investments, estate planning, and passive income.
- Indexed episodes, last 90 days
- 5
- Latest publication
- Sep 17, 2026
- Audience
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- Earliest in this view
- Jul 13, 2026
Latest episodes
#38 Inside Tiger 21: What $20 Million Buys You (Hint: It's Not Investment Advice) With Michael Warszawski (opens the original)
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Michael Warszawski built Citibank's family office in 1999, ran private banks in London and Zurich, and now chairs Tiger 21 New York while advising multi-generational families through CWM Partners. In this episode, he breaks down the VOICE framework he built to help families move past estate planning mechanics and into the harder conversations about values, decisions, and legacy. Brett Croft and Chris Tabish dig into the tools Michael uses in real family meetings, including a card exercise that s
#37 The Kitchen Sink Portfolio: a little bit of everything, but no strategy (opens the original)
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What happens when an investment portfolio includes a little bit of everything, but lacks a clear strategy? Brett and Chris examine the “kitchen sink portfolio” , including overlapping mutual funds and ETFs, tiny positions, layered fees, and investments that may add complexity without adding meaningful diversification. They discuss the case for simplicity, the importance of understanding what you own, and how a clear portfolio plan can help investors avoid emotional decisions during volatile mark
#36 The Importance of the Right Fiduciary with Suma Nair. (opens the original)
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Suma Nair has spent more than two decades helping families navigate the most important and most avoided conversations around wealth: what happens to it, who controls it, and who's left to carry it out. As a former practicing estate attorney, and now owner of SVN Solutions, and President of the Boston Bar Association,she's reviewed and drafted thousands of estate plans, served as trustee on 250 trusts, and seen firsthand what separates a plan that protects a family from one that tears it apart. I
# 35. The Insurance Playbook: Trusts, LLCs, and Umbrellas with Madeline Matosian (opens the original)
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Getting a non-renewal letter out of nowhere? You're not alone. Brett and Chris sit down with Madeline Matosian, Director of Personal Lines at Indaco Risk Advisors, to unpack why home and auto insurance have gotten so brutal, and what you can actually do about it. Madeline breaks down why carriers pulled out of California, what really happens when a neighborhood catches fire, and why she'd rather help clients before a claim than after one. They also dig into umbrella coverage and why anyone who d
# 34 The Job Nobody Talks About in Estate Planning (opens the original)
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Most people don't think about estate planning until something goes wrong. As a professional trustee, Marguerite Lorenz has spent 20 years handling everything from complex situations involving special needs trusts, incapacitated clients, families at war over a rocking chair and what happens when families wait too long — she's seen it all. In this episode, the co-founder of Lorenz Private Trustees breaks down what a professional trustee actually does, why naming a family member can backfire, how d
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