Fiduciary Alchemy

Most people think better financial decisions come from better math. Ross Powell sees it differently. In this episode of Fiduciary Alchemy Podcast, Craig Andrews sits down with Ross Powell, Wealth Manager, to talk about the emotional side of money decisions, why technically smart people still make painful financial mistakes, and how shame keeps people from fixing the problems that are already costi...

The papers were signed. The estate documents existed. The legal work was done. On the surface, the client had handled the responsible part. Then he asked William Bissett a better question: what happens when I am gone and my wife and daughters do not know where anything is, who to call, or what to do first? In this episode of Fiduciary Alchemy, Craig Andrews talks with William Bissett, President an...

Financial advisory growth can expose every weak spot in the business. In this episode of Fiduciary Alchemy , Craig talks with Sean Kuttin, Business Development Manager with Kuttin Wealth Management, about what it takes to build a firm that can serve 27,000+ clients, support 250+ team members, and steward more than $18B in assets without losing the human work at the center of advice. Sean shares ho...

Everyone loves the headline number on a business exit. The sale price. The valuation. The story that makes the room go quiet. But Brett Swarts wants owners looking at the number that comes after tax. Because a big exit can become a quiet surrender if the tax plan shows up after the deal is already moving. In this episode of Fiduciary Alchemy, Craig Andrews talks with Brett Swarts, founder of Capit...

Most people spend their working years building the mountain. Then retirement arrives, and nobody has taught them how to come down without handing the IRS a bigger share than expected. In this episode of Fiduciary Alchemy, Craig Andrews talks with Erik Brenner, Private Wealth Advisor at Hilltop Wealth & Tax Solutions, about the tax problem hiding inside retirement planning. Erik explains why th...

Peter Culver, co-founder of Wealthrive, joins Fiduciary Alchemy to explain why proactive tax strategy can create more real-world value for entrepreneurs than small gains in investment performance. Drawing on decades of experience across asset management, tax planning, and work with high-net-worth families, Peter breaks down how thoughtful tax moves can unlock measurable savings while helping busin...

In this episode of Fiduciary Alchemy, Mark Miller, President & CEO of Hilton Wealth, shares how investors can benefit from strategies typically associated with family offices and ultra-high-net-worth households. Drawing on decades of experience in tax and wealth management, Mark explains how a more protective, disciplined approach can help investors reduce volatility, avoid unnecessary losses,...

What happens to a family, a business, and a lifetime of work when the person holding it all together suddenly disappears? That is not a theoretical question for Craig Andrews. It is the question that gave birth to Fiduciary Alchemy. In Episode 1, Craig sits down with Nils Vinje to explain why this podcast exists, who it serves, and why the subject matters more than most people want to admit. After...