Wealth Intelligence

WEALTH INTELLIGENCE (Aired 10-22-26) Building a Business for Long-Term Value

Juan D Guevara Torres — Thu, 22 Oct 2026 20:47:02 +0000

On Wealth Intelligence, Domenick D'Andrea and guest Ryan Herpin explore how business owners can strengthen profitability, develop leadership, and reduce founder dependence. They discuss sustainable growth, succession planning, and aligning business strategy with personal financial goals.

Chapters

(00:00:05) - Introduction and Guest Welcome
(00:02:09) - Revenue vs. Business Health
(00:03:57) - Job vs. Durable Business Value
(00:05:45) - Good Growth vs. Complexity
(00:07:38) - Hidden Operational Weaknesses
(00:10:31) - Measuring Beyond Top-Line Revenue
(00:12:14) - Break and Show Promo
(00:13:54) - Founder Dependence as a Bottleneck
(00:15:22) - Building Decision-Making Leadership Teams
(00:18:49) - Trusting Mistakes and Learning
(00:19:38) - Standardizing Process vs. Human Judgment
(00:21:21) - Accountability Without Fear
(00:23:30) - Transitioning From Operator to Leader
(00:24:43) - Enterprise Value and Growth Quality Intro
(00:26:04) - Structure vs. Pressure in Growth
(00:28:25) - Resilience, Customer Concentration, and Teams
(00:30:46) - Key Operational Indicators While Scaling
(00:33:10) - Avoiding Distraction From Core Business
(00:35:33) - Thinking Like an Investor in Your Company
(00:36:27) - Break and Final Segment Intro
(00:37:35) - Preparing Early for Succession or Sale
(00:41:02) - Aligning Business Strategy with Life Goals
(00:43:30) - Confidence vs. Overconcentration in Business
(00:46:16) - Reinvestment vs. Outside Flexibility
(00:48:34) - Closing Thoughts and Where to Find Ryan

WEALTH INTELLIGENCE (Aired 10-15-26) AI and the Future of Financial Advice

Juan D Guevara Torres — Thu, 15 Oct 2026 21:56:25 +0000

On Wealth Intelligence, Domenick D'Andrea welcomes Alejandro Codón to explore how AI can help financial advisors improve efficiency while preserving human judgment and client trust. They discuss automating routine tasks, protecting client data, training teams, and adopting technology to strengthen client service.

WEALTH INTELLIGENCE (Aired 10-08-26) Organizing Your Financial Closet

Juan D Guevara Torres — Thu, 08 Oct 2026 21:52:00 +0000

On Wealth Intelligence, host Domenick D'Andrea welcomes H. Adam Holt to discuss organizing your “financial closet.” They explore idle assets, insurance gaps, retirement tax diversification, estate planning, and financial provider reviews, highlighting how regular financial inventories help families align their resources with changing needs and goals.

WEALTH INTELLIGENCE (Aired 10-01-26) Retirement Income and Long-Term Financial Confidence

Juan D Guevara Torres — Fri, 02 Oct 2026 23:07:19 +0000

On Wealth Intelligence, host Domenick D'Andrea welcomes Alex Samoila to discuss turning retirement savings into reliable income. They explore longevity, market volatility, annuities, and guaranteed lifetime income, along with the role of AI, investor behavior, and trusted financial advisors in aligning retirement and legacy planning with personal goals.

Chapters

(00:00:01) - Introduction and the Retirement Income Challenge
(00:00:52) - Why Accumulation to Income Transition Is Difficult
(00:05:01) - Longevity, Wealth, and Life Expectancy Factors
(00:07:11) - Market Volatility During Withdrawal Phase
(00:08:26) - Behavior, Fear, and Staying the Course
(00:10:17) - Key Questions for Those Nearing Retirement
(00:11:55) - Break and Show Promo
(00:12:38) - Return and Intro to Annuities Segment
(00:13:08) - Why Annuities Cause Confusion
(00:16:02) - What Problem Guaranteed Income Solves
(00:17:25) - Evolution of Variable Annuities and Income Riders
(00:20:49) - Value and Trade-offs of Guaranteed Income
(00:22:05) - Matching Guaranteed Income to Client Goals
(00:23:31) - Transition to AI and Technology Segment
(00:23:58) - Where AI Adds Immediate Value
(00:26:39) - Automation vs Human Value in Advising
(00:29:10) - Risks of One-Size-Fits-All Machine Logic
(00:31:26) - AI, Trust, and Advisor Dynamics
(00:33:41) - Evaluating Whether Technology Improves Decisions
(00:35:52) - Break and Final Segment Intro
(00:37:06) - Defining a Thoughtful Retirement Strategy and Personal Goals
(00:40:43) - Family Conversations on Longevity and Legacy
(00:42:35) - The Advisor as Lifeguard: Trust in Relationships
(00:44:26) - Misconceptions About Annuities
(00:46:24) - Final Advice and Where to Learn More

WEALTH INTELLIGENCE (Aired 09-24-26) Navigating the 2026 Investment Outlook

Juan D Guevara Torres — Thu, 24 Sep 2026 19:20:00 +0000

On Wealth Intelligence, host Domenick D'Andrea welcomes Gene Goldman, Chief Investment Officer at Cetera Financial Group, to discuss the 2026 market outlook, inflation, interest rates, and AI investing. They explore market volatility, elevated valuations, diversification, and the role of bonds in building portfolios aligned with long-term financial goals.

Chapters

(00:00:00) - Introduction to Gene Goldman and the Episode
(00:01:24) - Redefining Risk Over a 33-Year Career
(00:02:18) - Filtering Market Noise from Real Signals
(00:02:59) - Communicating Clearly on TV and the Perils of Predictions
(00:06:30) - Being Informed vs. Being Positioned
(00:07:18) - The Value of a Financial Advisor Amid Noise
(00:08:21) - Coaching Investors Through Uncertainty
(00:10:00) - Transition to 2026 Outlook
(00:10:37) - App and Podcast Promotion
(00:11:00) - Cetera's 2026 Themes: Resilience and Elevated Valuations
(00:14:43) - Mental Reset After Market Volatility
(00:16:47) - Separating Structural Change from Hype (AI and Automation)
(00:18:02) - Where Investors Are Too Optimistic or Pessimistic
(00:19:31) - Staying Invested Without Chasing or Freezing
(00:21:27) - Communicating the 2026 Framework Simply
(00:23:40) - Transition to Macro Fundamentals
(00:24:14) - From Engineering to Finance: Simplifying Complex Data
(00:28:30) - The Donut Analogy for Diversification
(00:29:16) - Understanding Inflation vs. Price Levels
(00:30:25) - Rethinking Bonds in a Higher Rate Environment
(00:32:26) - High Value Signals vs. Market Noise
(00:34:35) - Common Inflation Mistakes in Long-Term Planning
(00:35:47) - Transition to Final Segment on AI and Valuations
(00:36:50) - Avoiding Theme Blindness with AI Investing
(00:38:51) - Signs of Dangerous Pricing in Innovation Trends
(00:39:40) - Concentration Risk and Diversification Strategies
(00:41:10) - Bonds as Income Engine and Volatility Buffer
(00:43:18) - Bucketing Approach for Real-Life Portfolio Planning
(00:45:43) - Where to Find Cetera Research and Closing Thoughts

WEALTH INTELLIGENCE (Aired 09-17-26) Protecting Wealth and Family

Juan D Guevara Torres — Thu, 17 Sep 2026 13:47:00 +0000

On WEALTH INTELLIGENCE, host Domenick D'Andrea and guest Terry Evavold discuss life insurance, disability income protection, and long-term care planning. They explore the risks of delaying coverage, emotional barriers to family conversations, and practical steps to assess protection needs as life changes.

Chapters

(00:00:00) - Introduction and Insurance as Risk Management
(00:00:44) - Investing Confidence vs Real Protection Gaps
(00:03:09) - Fear-Based vs Strategic Insurance
(00:04:40) - Protecting Income in Retirement
(00:07:49) - Calculating Real Income Protection Needs
(00:09:51) - Starting with Goals-Based Financial Planning
(00:11:55) - Segment Break and App Promotion
(00:12:31) - Why People Avoid Protection Conversations
(00:15:14) - Life Stages That Trigger Protection Awareness
(00:19:05) - Five Essential Protection Questions
(00:20:25) - Why Wealthy People Still Delay Protection
(00:22:25) - Financial Fallout of Waiting Too Long
(00:23:41) - Emotions Behind Protection Planning Decisions
(00:25:53) - Justifying Non-Optimal Protection Choices
(00:28:45) - A Cautionary Story on Losing Insurability
(00:29:41) - How Fear and Denial Disguise Themselves
(00:32:50) - Shifting Mindset: Protection as an Act of Love
(00:34:45) - Starting the Conversation With a Spouse
(00:36:24) - Building a Simple Protection Blueprint
(00:38:48) - Calculating Coverage Without Overcomplicating It
(00:43:17) - Misconceptions About Long-Term Care and Disability
(00:45:44) - Review Rhythm and Aligning Coverage With Life Changes
(00:48:22) - First Steps to Take in the Next 48 Hours
(00:50:19) - Closing Thoughts and How to Connect With Terry

WEALTH INTELLIGENCE (Aired 09-10-26) Planning for Lasting Wealth

Juan D Guevara Torres — Thu, 10 Sep 2026 20:58:00 +0000

On Wealth Intelligence, host Domenick D’Andrea speaks with guest Stephan Shatarah about financial planning shaped by personal goals and values. They discuss retirement income, managing investment risk, and why business owners need personal savings and succession plans alongside a successful company.

Chapters

(00:00:00) - Introduction to Wealth Intelligence and Stefan Chitara
(00:00:58) - Meeting Stefan: The Person Behind the Advisor
(00:03:23) - Path Into Wealth Management
(00:04:53) - Success Stories and Client Impact
(00:06:47) - Presence, Positivity and Client Trust
(00:09:00) - What Clients Should Feel After a First Meeting
(00:10:22) - Segment Break and Show Promo
(00:10:59) - Redefining Comprehensive Financial Planning
(00:13:53) - Finding Blind Spots in Clients' Finances
(00:15:48) - Technology's Role in Modern Planning
(00:16:51) - Planning Around Values, Not Just Performance
(00:18:20) - Balancing Short Term Confidence and Long Term Wealth
(00:20:00) - Turning Financial Chaos Into Structure
(00:22:24) - Transition to Pre-Retirement Focus
(00:23:14) - Why the Pre-Retirement Years Matter Most
(00:25:27) - Common Mistakes Before Retirement
(00:27:57) - Shifting Mindset From Growth to Sustainability
(00:29:57) - Building a Real Retirement Income Strategy
(00:33:12) - What to Stop and Start Doing Near Retirement
(00:34:55) - Transition to Business Owner Wealth Topics
(00:36:27) - Business Owners Neglecting Personal Planning
(00:39:30) - The Danger of Treating a Business as a Retirement Plan
(00:41:57) - Cash Flow and Tax Efficiency for Business Owners
(00:44:22) - When Succession Planning Should Begin
(00:46:00) - From Surviving to Building Wealth With Intention
(00:47:27) - Closing Thoughts and Contact Information

Wealth Intelligence (Aired 09-03-2026): Estate Planning Mistakes That Could Cost Your Family

Juan D Guevara Torres — Thu, 03 Sep 2026 15:00:00 +0000

Domenick D’Andrea and wealth.com’s Anne Rhodes explore estate planning, wills, trusts, and inheritance to help protect your family, preserve wealth, and build a lasting legacy.

Chapters

(00:00:00) - Wealth Intelligence With Ann Rhodes
(00:00:52) - Is Estate Planning For the Rich Necessary?
(00:05:04) - Should I Estimate My in Estate Planning?
(00:07:03) - Determining the value of an estate plan
(00:08:45) - Will and Trust: The Legal Documents You Need to Read
(00:10:50) - What is a Living Will or Power of Attorney?
(00:13:12) - What Estate Planning Is Really All About
(00:14:58) - What Emotions Are Involved in Estate Planning?
(00:18:13) - The Emotional Side of Estate Planning
(00:21:54) - In Estate Planning, What Is Fair?
(00:24:42) - The Wealth Transition from First Generation to Multi-Generation
(00:32:44) - When Should I Think About Legacy and Transfer?
(00:34:35) - In the Age of Values, Will and Legacy
(00:35:57) - In the Elevator With Estate Planning--
(00:37:22) - Wealth Intelligence: Estate & Property Planning
(00:38:43) - Is Traditional Estate Planning Necessary for Modern Families?
(00:39:51) - Will and Trust: The Future of Artificial Intelligence
(00:45:35) - What is the Future of Estate Planning?