G360 Wealth Podcast

Most investors think their only option for cash is to sell something. What if that’s not actually true? In this episode, Rex Berger sits down with Joseph Wang of SyntheticFi to discuss a strategy that has quietly been used by institutions and ultra-high-net-worth investors for years and is now becoming more accessible. They talk about box spreads in a way that actually makes sense, showing how inv...

What if chasing tax savings is actually costing you more than you think? In this episode, Rex Berger and Sam Diarbakerly sit down with Brent Sullivan, founder of Tax Alpha Insider, to unpack what tax alpha really means and where investors often get it wrong. From direct indexing and long-short strategies to ETF innovation and concentrated stock solutions, the conversation goes beyond surface-level...

You built the position. You watched it grow. Now the question is not how high it can go, but how much risk you are willing to take.  In this episode of the G360 Wealth Podcast, Sam Diarbakerly sits down with Jake Marriott, Options Portfolio Manager at Aptus Capital Advisors, to break down how options can be used in real-world wealth management. From covered calls to protective puts to structured c...

What happens when your balance sheet grows faster than your family conversations? For many successful entrepreneurs and executives, the biggest question is not how to grow wealth, but how to pass it on without losing what matters most. In this episode of the G360 Wealth Podcast, Sam Diarbakerly sits down with Brie Williams, Managing Director and Head of Advisor Solutions and Wealth Intelligence at...

If you have equity comp at work and you are not sure what you actually “have”, or what it could cost you at tax time, this episode will help you get oriented fast. Sam Diarbakerly sits down with Jeffrey Krueger, CPA, CFP®, Partner at Seaport Financial Partners, to break down the real tax story behind concentrated stock and equity compensation, the kind that can quietly create six or seven-figure s...

What do you do when your biggest investment win becomes your biggest portfolio risk? In this episode of the G360 Wealth Podcast, Sam Diarbakerly sits down with Jack Vogel, Co-CIO of Alpha Architect, to unpack one of the most powerful yet underutilized tools in the tax code: the Section 351 exchange. For investors holding highly appreciated, concentrated stock positions, diversification can feel co...

Most business owners spend years building the company, then treat the sale like it will “just work out.” In this episode, Sam Diarbakerly sits down with Kurt Steinkrauss, Partner at Mintz-Levin, to talk about what actually protects your outcome, before you ever go to market. Kurt breaks down what makes deals go smoothly and what quietly breaks them. Together, they unpack why “time is the enemy” on...

Managing a concentrated stock position or preparing for a significant tax year can create complex planning decisions. This episode outlines a practical framework for using direct indexing to support diversification, reduce concentrated exposure, and prepare for liquidity events in a controlled and tax-aware way. Rex Berger speaks with Jeff Murphy, Market Leader at Invesco, about how direct indexin...

When the market is shifting faster than most people can keep up, the real risk isn’t volatility; it is holding on to outdated assumptions.  Rex Berger sits down with David Wagner from Aptus Capital Advisors to break down what investors should actually pay attention to right now. Rex and David open up the playbook behind Aptus’ philosophy of owning more stocks, fewer bonds, and still staying risk n...

Concentrated stock positions can supercharge wealth creation or quietly threaten it. Rex and Sam break down the proven strategies that help you diversify smartly and protect your financial plan. In this episode of the G360 Wealth Podcast, hosts Rex Berger and Samuel Diarbakerly unpack one of the most common and complex challenges for corporate executives and high-net-worth families: managing a con...

How do discipline, innovation, and access to opportunity shape the future of wealth? In this episode of the G360 Wealth Podcast, Sam Diarbakerly sits down with Christopher Zook, Founder and Chairman of CAZ Investments. They discuss health as a foundation for leadership, democratizing access to private investments, and why innovation is critical for advisors and families today.  Christopher also sh...

Giving Smarter: Real Strategies for Tax-Efficient Philanthropy If you’re donating cash to charity, you might be missing out on major tax benefits. In this episode of the G360 Wealth Podcast, Sam Diarbakerly sits down with Kyle Casserino of Fidelity Charitable to talk about a smarter way to give: donor-advised funds. These accounts let you make a charitable contribution, get an immediate tax deduct...

Most business owners think of retirement plans as something their payroll provider sets up, and that’s where the missed opportunity begins. In this episode, Sam Diarbakerly talks with Jason Whitney, President of Whitney Pension Associates, about what really goes into building a smart retirement plan and why it matters more than people realize. They walk through how business owners, consultants, an...

What happens when families avoid the estate planning conversation?  In this candid and insight-packed episode, host Sam Diarbakerly sits down with estate planning attorney Crosby Elliott to uncover the often-overlooked truth: the greatest gift you can give your loved ones is clarity. Together, they walk through the emotional, legal, and financial consequences of not having key documents like trust...

Everyone has a private markets fund, what goes into selecting the best managers?? Phil Huber, Head of Portfolio Solutions at Cliffwater, joins the G360 Wealth Podcast to break down how private equity and credit can become practical investments for more than just the ultra-wealthy.  He explains how interval funds are changing access, structure, and expectations for investors. This episode is a must...

There’s a quiet revolution reshaping how investors build wealth—and it’s not about chasing headlines or hype. Why are fewer companies going public, and what does that mean for you? What’s really happening under the surface in private credit and equity markets? In this episode, Rex Berger, Private Wealth Advisor of Generation Capital Advisors, sits down with Steve Kolano, Chief Investment Officer a...

Most wealth problems are not caused by one bad investment; they come from complexity that never gets cleaned up. In this episode, Matt Ackerman hosts a conversation with Samuel Diarbakerly to talk about why “simplification is the ultimate form of sophistication,” and what it actually takes to make wealth management feel clear, coordinated, and human. Samuel Diarbakerly shares how Generation Capita...

What’s the real story behind building and managing significant wealth?  Welcome to the G360 Wealth Podcast, hosted by Generation Capital Advisors. Whether you are a first-generation wealth builder striving to create a legacy or part of a multi-generational family looking to preserve and grow your resources,  the G360 Wealth Podcast is your guide to navigating the complex world of wealth management...