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Recent Episodes
Tax Alpha Unpacked: Strategy, Risk, and Reality with Brent Sullivan (Ep. 16)
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…
Managing Concentrated Stock Risk with Covered Calls and Collars with Jake Marriott (Ep. 15)
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…
Roots and Wings: Navigating Family Wealth Without Losing What Matters with Brie Williams (Ep. 14)
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…
Equity Compensation Explained: How to optimize your Equity Comp With Jeffrey Krueger (Ep. 13)
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…
Episode Title: Section 351 Exchanges Explained: Simplifying Concentrated Stock Positions with Jack Vogel (Ep. 12)
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,…
What Business Owners Should Think About Long Before a Sale with Kurt Steinkrauss (Ep. 11)
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…
Your Concentrated Stock Fix: Long-Short Direct Indexing with Jeff Murphy (Ep. 10)
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…
Volatility as an Asset Class: How Aptus and GCA Tackle Investors’ Biggest Risks (Ep. 9)
When the market is shifting faster than most people can keep up, the real risk isn’t volatility; it is holding on to outdated assumptions.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…
How to Manage a Concentrated Stock Position Without Losing Your Edge (Ep. 8)
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…
Innovation, Discipline, and the Future of Private Markets with Christopher Zook (Ep. 7)
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…
Charitable Giving with a Plan: Smarter Giving Strategies for Investors and Business Owners (Ep. 6)
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…
The Business Owner’s Edge: Smarter Retirement Planning with Jason Whitney (Ep. 5)
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,…
Estate Planning Made Simple: Where to Start and Why It Matters (Ep. 4)
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…
Unlocking Private Markets with Phil Huber of Cliffwater (Ep. 3)
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…
Generational Investments featuring CIO Steve Kolano (Ep. 2)
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…
Generation Capital Advisors: A better way to manage wealth (Ep. 1)
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…
G360 Wealth Podcast Coming Soon
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…
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G360 Wealth Podcast has published 17 episodes since March 2025, covering topics in Business.
G360 Wealth Podcast is currently highly active with new episodes monthly. Average episode length is 40m.
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