HeyJaredWealth Beyond Work
Wealth Beyond Work is a podcast that goes beyond the numbers — offering candid, behind-the-scenes conversations with professionals who shape, safeguard, and support the lives of high-net-worth individuals and families.
- Indexed episodes, last 90 days
- 5
- Latest publication
- Sep 18, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 3, 2026
Latest episodes
"Are You A Fiduciary?" Isn't Enough - Ask This Instead (opens the original)
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Asking a financial advisor, "Are you a fiduciary?" sounds like a smart way to protect yourself—but the answer may not tell you nearly as much as you think. In this episode of Wealth Beyond Work, we explain why some advisors can truthfully call themselves fiduciaries while still earning commissions from certain recommendations. We break down the differences between fee-only advisors, broker-dealers, and insurance professionals, including how each may be compensated and where potential conflicts o
Jack Metzger on AI: What's Changed and What Comes Next (opens the original)
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Jack Metzger returns to the podcast to revisit one of our most popular topics: artificial intelligence. Since our last conversation, AI has continued to evolve rapidly, bringing new tools, capabilities, and questions about where the technology is headed. Zach Morris and Jack catch up on the latest developments and break down what they mean in approachable terms—from the rise of AI agents and increasingly capable models to the resources required to power them. They also explore open-source AI, re
The Human Blind Spot: How Scammers Hack Your Trust—and Steal Your Wealth (opens the original)
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Cybersecurity expert Robert Siciliano joins Zach Morris to explore why today's biggest financial risk isn't always market volatility - it's deception. From AI-powered scams and voice cloning to phishing, "pig butchering," and digital fraud, Robert explains how criminals exploit human psychology to target even the most informed investors. Whether you're protecting your retirement savings, helping aging parents safeguard their finances, or simply looking to stay one step ahead of today's evolving
Probate Explained: What Every Family Needs to Know Before It's Too Late (opens the original)
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Estate attorney Ritesh Patel of Cohen Pollock Merlin & Turner joins host Zach Morris to explain what really happens during probate - and why understanding the process can help families avoid costly mistakes. They break down the executor's role, common causes of probate delays, strategies to minimize complications, and when trusts, beneficiary designations, or joint ownership may (or may not) make sense. Ritesh also shares practical insights on protecting heirs, avoiding unintended estate plannin
Passing More Than Money: How to Build Trust, Values & Lasting Family Legacy (opens the original)
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Most families know they should talk about inheritance, but very few actually do. In this episode, Zach Morris sits down with Emily Bouchard of Bouchard Bespoke Consulting to explore why conversations about wealth, legacy, and family values are so often avoided, and what happens when silence fills the gaps. Emily shares practical strategies for discussing inheritance without creating entitlement, building financial competency across generations, and passing along values, not just assets. 'Whether
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