Podcast

Wicked Smaht Wealth is 5 minutes of hilarity and financial dynamite that delivers one specific action step you can use to build your wealth and protect your assets in every weekly episode.

Warning: this is NOT your typical long-winded and boring "educational" financial planning podcast. Host Stefan Whitwell speaks in plain English. He's funny and impatient. He's also a highly credentialed and widely respected subject matter expert, having graduated from The Wharton School, earned his CFA two decades ago, worked at Goldman Sachs in New York City and being the Founder of a nationwide wealth management and multi-family office that specializes in investing and tax planning for high-net-worth clients. This show is wicked funny and teaches you, one step at a time, how to be smart about your wealth.

Listen in For

Wicked Take-Downs

Stefan starts each episode with hilarious takedowns (poking fun of stupid #$%@ that banks and financial institutions are doing today), a good reminder that we need to protect our money.

Smart Guidance

Pick the brain of a legit financial expert with serious street cred: Stefan graduated from The Wharton School, earned his CFA and worked at Goldman Sachs in New York, London and Tokyo.

Modern Investing

Insights based on 2024, not the antique 1950 ETF and Mutual Fund “models” most advisors are pushing. Stefan will help you understand what else is out there!

Tax Strategy

Keep more of what you make. And how to integrate your investment strategy with your tax plan to protect yourself against future tax hikes.

Listen in For

Wicked Take-Downs

Stefan starts each episode with hilarious takedowns (poking fun of stupid #$%@ that banks and financial institutions are doing today), a good reminder that we need to protect our money.

Smart Guidance

Pick the brian of a legit financial expert with serious street cred: Stefan graduated from The Wharton School, earned his CFA and worked at Goldman Sachs in New York, London and Tokyo.

Modern Investing

Insights based on 2024, not the antique 1950 ETF and Mutual Fund “models” most advisors are pushing. Stefan will help you understand what else is out there!

Tax Strategy

Keep more of what you make. And how to integrate your investment strategy with your tax plan to protect yourself against future tax hikes.

TOP EPISODES

TOP EPISODES

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GET RICH | STAY RICH

It is a God given right to seek and enjoy abundance. Money can’t buy you happiness but it sure is useful for the things that money can buy! Money can be used to reclaim part of your day, obtain geographic freedom, invent solutions to world problems, as well as feed, clothe and educate the next generation. Financial independence can give you more freedom of expression as well as the freedom to live anywhere you’d like. Financial freedom enables you to pursue work that you love, without income being a constraining variable. And of course, money can also fund extraordinary dining experiences, travel, fast cars and jets. I define true wealth as living at the intersection of health, wealth and purpose. How do you define wealth?

GET RICH | STAY RICH

It is a God given right to seek and enjoy abundance. Money can’t buy you happiness but it sure is useful for the things that money can buy! Money can be used to reclaim part of your day, obtain geographic freedom, invent solutions to world problems, as well as feed, clothe and educate the next generation. Financial independence can give you more freedom of expression as well as the freedom to live anywhere you’d like. Financial freedom enables you to pursue work that you love, without income being a constraining variable. And of course, money can also fund extraordinary dining experiences, travel, fast cars and jets. I define true wealth as living at the intersection of health, wealth and purpose. How do you define wealth?

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