G360 Wealth Podcast

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-generatio

Recent Episodes

Charitable Giving with a Plan: Smarter Giving Strategies for Investors and Business Owners (Ep. 6)

Posted September 25, 2025 • 00:26:25

Giving Smarter: Real Strategies for Tax-Efficient Philanthropy

If you’re donating cash to charity, you might be missing out on major...

The Business Owner’s Edge: Smarter Retirement Planning with Jason Whitney (Ep. 5)

Posted September 11, 2025 • 00:30:48

Most business owners think of retirement plans as something their payroll provider sets up, and that’s where the missed opportunity begins.

In...

Rethinking Risk and Return: The GCA + Aptus Approach to Smarter Portfolios (Ep. 5)

Posted September 11, 2025 • 00:46:43

Rex Berger is joined by David Wagner, CFA and Head of Equities at Aptus Capital Advisors. Together, they unpack how the GCA-Aptus partnership helps...

Estate Planning Made Simple: Where to Start and Why It Matters (Ep. 4)

Posted August 28, 2025 • 00:42:23

What happens when families avoid the estate planning conversation?

In this candid and insight-packed episode, host Sam Diarbakerly sits down...

Unlocking Private Markets with Phil Huber of Cliffwater (Ep. 3)

Posted August 14, 2025 • 00:42:46

Everyone has a private markets fund, what goes into selecting the best managers??

Phil Huber, Head of Portfolio Solutions at Cliffwater, joins...