More Than Wealth

In this episode of More Than Wealth, hosts Darrin Gold and Samantha Hodgkins sit down with Mike Alexander, Managing Director at UBS Asset Management, to explore one of today’s most talked-about investing strategies: direct indexing. Mike unpacks how direct indexing evolved from traditional mutual funds and ETFs, and why it is becoming a preferred approach for high-net-worth investors seeking tax e...

Longevity isn’t about luck; it’s about lifestyle, mindset, and science. In this episode of More Than Wealth, hosts Darrin Gold and Samantha Hodgkins sit down with Dr. Thomas Perls, geriatrician, professor, and founder of the New England Centenarian Study at Boston University, the largest study of people aged 100 and older in the world. Together, they explore what truly drives exceptional longevity...

Philanthropy doesn’t have to be complicated. In this episode of More Than Wealth, Darrin Gold and Samantha Hodgkins explore how donor-advised funds can make charitable giving simple, flexible, and impactful. Darrin and Samantha sit down with Meghan Clifford, Regional Director of New England at National Philanthropic Trust (NPT), to discuss how donor-advised funds (DAFs) work, why they’re becoming...

Can staying healthy and active really keep our minds sharp as we age? That's what today's chat with Dr. Andrew Budson, a top mind in neurology and memory studies, explores. From revealing lifestyle habits that combat Alzheimer's to unpacking the latest drug therapies, Dr. Budson brings clarity to a vital conversation on brain health. Tune in, whether you're keen on understanding mo...

Ever wonder what truly sets the tone for a successful financial advisory relationship? Join Darrin Gold and Samantha Hodgkins in episode six of "More Than Wealth" where they unlock the vital role of discovery meetings at The Gold Group. This episode takes you behind the scenes to understand how these initial but pivotal meetings shape the relationships with their clients. In their new stud...

What’s the big deal about cybercrime, and how can you protect your wealth from it? Join Darrin Gold and Samantha Hodgkins on this edition of More Than Wealth as they chat with Jeff Lanza, a retired FBI agent and specialist in cybercrime prevention. With an impressive career probing cybercrime, organized crime, and more, Jeff shares real insights into defending your digital assets. Listeners will f...

Why do our minds play a starring role in our financial life? Darrin and Samantha sit down with Dr. Daniel Crosby, Chief Behavioral Officer at Orion Advisor Solutions, to unpack the fascinating interplay between psychology and finance. Dr. Crosby, a respected psychologist and bestselling author, offers insights from his thought-provoking book, "The Soul of Wealth." The conversation explores...

Have you ever wondered if your wealth is truly aligned with your life goals? Darrin and Samantha sit down with Justin Waring, a Senior Total Wealth Strategist at UBS Financial Services, to uncover the Wealth Way Strategy. This approach shifts the focus from mere wealth accumulation to a roadmap where your investments mirror your life's aspirations through three strategic buckets: Liquidity, Lo...

Today, Darrin Gold and Samantha Hodgkins from the Gold Wealth Management Group sit down with Julie Binder, Senior Strategist at UBS Family Advisory and Philanthropy Services Americas. Julie shares invaluable insights on fostering meaningful conversations about wealth within families. Learn how to break the silence that often surrounds family finances and make wealth a positive tool for growth and...

What does it mean to go beyond the numbers in wealth management? In this inaugural episode of the More Than Wealth podcast, hosts Darrin Gold and Samantha Hodgkins from the Gold Wealth Management Group share their 41 years of experience in navigating the complex world of wealth planning. Discover why they decided to launch this podcast, as they promise to fill the gaps in traditional financial pla...