WSJ Watching Your Wealth

WSJ Watching Your Wealth

Covering all the investment and retirement planning advice you need, the Watching Your Wealth podcast keeps you on top of your future. Join Veronica Dagher and other experts as they offer financial tips for building and keeping your wealth.

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Buying an Investment Property? Here's What to Consider

WSJ Watching Your Wealth

MMD Realty's Michelle Farber Ross talks how to identity exactly what you're looking for in an investment property and how you can best organize your finances to attain one.

9 Min

Mar 21, 2017

How to Manage Your Digital Estate Plan

WSJ Watching Your Wealth

American College of Financial Services' Jamie Hopkins discusses the concept of digital assets and how you can best digitally manage your estate.

10 Min

Mar 20, 2017

Paul Palazzo Answers Your Personal Finance Questions

WSJ Watching Your Wealth

Altfest Personal Wealth Management's Paul Palazzo joins Veronica Dagher to offer expert advice to listeners' personal finance questions.

19 Min

Mar 17, 2017

Episode
Podcast
Time
Released
11 min
Mar 15, 2017
i

With money one of the major stressors in relationships, Wealth Enhancement Group's Kevin Meehan discusses how to best communicate to a partner who may be spending too much.

9 min
Mar 13, 2017
i

Miracle Mile Advisors' Duncan Rolph discusses how to handle an unexpected large inheritance -- and how to make sure it lasts.

8 min
Mar 10, 2017
i

The Wall Street Journal's Anne Tergesen discusses the challenges people who are self-employed face when planning for retirement, and the benefits and options available to them.

7 min
Mar 8, 2017
i

The Wall Street Journal's Tax Report columnist, Laura Saunders explains how tax identity theft happens, and what you need to know about how to protect yourself.

7 min
Mar 6, 2017
i

As an emerging Danish concept gains popularity in the U.S., Heather Higgins of Higgins Design Studio discusses how to bring happiness into the home through coziness and comfort.

8 min
Mar 3, 2017
i

Cappex.com's Mark Kantrowitz discusses why we don't have a student debt problem so much as a college completion problem, and how to avoid borrowing too much when it comes to student loans.

10 min
Mar 1, 2017
i

Speak Up World's Jennifer Wilkov discusses why it's so difficult for people to speak up about finances and talks about the steps you can take to feel better about communicating about money.

9 min
Feb 27, 2017
i

Career coach Win Sheffield explains why smart networking is one of the keys to increasing wealth, with a look at the best ways to build relationships and which common mistakes to avoid.

10 min
Feb 24, 2017
i

Alexa von Tobel, founder and CEO of LearnVest.com, explains why 68 percent of Americans in relationships say that finances cause more tension with their partner than their sex life does, and offers key advice on how to best communicate about money.

10 min
Feb 22, 2017
i

Sun Group Wealth Partners' Winnie Sun talks about how the wealthy use diversification to build on their wealth, and how to go about doing so through your investments.

12 min
Feb 20, 2017
i

Cappex.com's Mark Kantrowitz discusses the concept of feeling burdened by student debt and what you can do if a short term financial difficulty prevents you from paying back student loans.

7 min
Feb 17, 2017
i

Divorce lawyer and author Jacqueline Newman talks why this time of year is known as "Divorce Season," and why the wealthy often have different issues to contend with than others.

10 min
Feb 15, 2017
i

TIGER 21's founder Michael Sonnenfeldt talks the differences between treating your children equally and equitably -- and how to carefully manage these practices to avoid potential ramifications.

10 min
Feb 13, 2017
i

JSF Financial's Jeff Fishman joins Veronica Dagher to discuss what's typically covered in a standard prenup, and when the right time may be to consider one.

7 min
Feb 10, 2017
i

The Wall Street Journal's Anne Tergesen discusses how to get conflict-free retirement advice, with tips on how to make sure you get the best fiduciary advice if the government doesn't help.

18 min
Feb 9, 2017
i

Sportscasting legend Brent Musburger discusses the secrets to his success in the business of broadcasting, and why he's betting on his Vegas Stats & Information Network, a new streaming platform dedicated to sports gambling.

8 min
Feb 8, 2017
i

Business lawyer and founder of Business Exponential Nina Kaufman talks the most common mistakes owners make when selling their small business, and what you can do to avoid them.

13 min
Feb 6, 2017
i

Chris Voss, Founder and CEO of the Black Swan, talks about his past work as a kidnapping negotiator for the FBI and offers safety advice for wealthy travelers who are often overseas.

6 min
Feb 3, 2017
i

The Wall Street Journal's Bill Power explains the Super Bowl Predictor and what it means for your investments.

9 min
Feb 2, 2017
i

Flexjet's Megan Wolf talks what it's like taking a private jet to the Super Bowl, how private jet travel can be an overall economic indicator, and what demand is like this year.

9 min
Feb 1, 2017
i

Michelle Smith, CEO of Source Financial Advisors, talks about the signs that may indicate your spouse is looking for a divorce, and how to use your instincts to navigate through the potential red flags.

10 min
Jan 30, 2017
i

Kimberly Foss, president and founder of Empyrion Wealth Management, discusses the issue of financially supporting a loved one repeatedly, and how to break the vicious cycle of financial enabling.

8 min
Jan 27, 2017
i

The Wall Street Journal's Michael Wursthorn talks the latest shifts going on the brokerage industry, and what they mean for your bottom line.

12 min
Jan 25, 2017
i

The Wall Street Journal's Jason Zweig discusses new research which shows how the confidence of others can influence our decisions, and how to avoid acting on the assertions of our peers when investing. Plus, a look at what Dow 20000 means in the long run for investors.

11 min
Jan 23, 2017
i

Looking to buy a home? Ray Rodriguez, Regional Mortgage Sales Manager at TD Bank, provides key tips to consumers gearing up for home-buying in 2017.

8 min
Jan 20, 2017
i

The Wall Street Journal's Anne Tergesen talks about why it's so easy to put off saving for retirement, and explains how prioritizing expenses can help with getting motivated.

14 min
Jan 18, 2017
i

Jonathan Mariner, former MLB CFO and founder of TaxDay, talks about why it's so attractive for some states to go after mulit-state taxpayers and outlines what you can do to avoid getting audited.

12 min
Jan 16, 2017
i

Atlas Real Estate Group's Ryan Boykin talks how economics play into season real estate discounts and offers tips on how to take advantage of them.

7 min
Jan 11, 2017
i

Yvette Butler, President of Capital One Investing, discusses the most common financial resolutions people make every year, and offers key advice on how to stick to them.

9 min
Jan 5, 2017
i

Bone Fide Wealth's Douglas Boneparth explains why working various jobs has become so appealing to millennials and how to best transition into the gig economy from a full time job.

8 min
Jan 4, 2017
i

Raymond James' Shelly Church discusses what you should learn about your marriage before getting a divorce and the financial steps you need to take to ensure it goes smoothly.

9 min
Dec 29, 2016
i

Carolyn Mazzenga, Partner in Charge, Long Island Office, Marcum LLP, discusses the common money secrets families keep from each other and offers tips on how to better communicate about wealth.

7 min
Dec 28, 2016
i

Looking for a new way to invest? Pagnato Karp's Paul Pagnato breaks down some recession resilient real estate options currently being eyed by wealthy investors.

10 min
Dec 22, 2016
i

TIAA's Cindy Wilson explains why it's so hard to cut back on expenses and lays out how joy-based spending can ensure the majority of our money goes to fueling our dreams and goals.

11 min
Dec 21, 2016
i

Ever fantasize about what it would be like to own a professional sports team? EisnerAmper's Michael Breit talks what it takes and how to get there.

7 min
Dec 20, 2016
i

Higgins Design Studio's Heather Higgins talks how to create a warm and festive retreat for the holidays -- while keeping your pets in mind.

12 min
Dec 15, 2016
i

Keith Reinhard, co-founder of the Omnicom Group, joins Veronica Dagher to discuss his path from struggling copywriter to one of the most influential figures in advertising history.

6 min
Dec 14, 2016
i

As the market continues to rise to new levels, the Wall Street Journal's Anne Tergesen joins Veronica Dagher to break down the many questions on shareholders' minds, and what the Dow Jones Industrial Average at 20000 ultimately means for investors.

9 min
Dec 8, 2016
i

Kelley Blue Book's Jack Nerad joins Veronica Dagher with expert tips on how to purchase a luxury car and the best buys in store this holiday season.

9 min
Dec 7, 2016
i

Lee Miller, Managing Director for Glenmede, discusses what it means to truly be a philanthropist and what you need to know about giving this holiday season.

7 min
Dec 2, 2016
i

Join Veronica Dagher for a conversation about veterans and money with Douglas McCormick. He's a former active duty Army officer and the author of Family Inc.: Using Business Principles to Maximize Your Family's Wealth.

7 min
Dec 1, 2016
i

What's so important about a letter of wishes? How does it work with a will? Joanne Johnson is the head of JP Morgan Private Bank Wealth Advisory Group and she joins us with the details.

11 min
Nov 29, 2016
i

Ellen Israelson, Vice President of Philanthropic Services and CMO for the Jewish Communal Fund, discusses how to map out the best strategy for charitable giving with advice on the best ways to do our research and how to prioritize our values.

8 min
Nov 24, 2016
i

With year end fast approaching, Brittney Saks, Personal Financial Services Leader for PwC, talks how millennials can get the most bang for their buck and save on their 2016 taxes.

7 min
Nov 23, 2016
i

The Wall Street Journal's Joann Lublin joins Veronica Dagher to discuss her new book, Earning It, examining the common threads making up the gender pay gap, and what women can do to overcome them.

9 min
Nov 17, 2016
i

Mary Deatherage of Morgan Stanley's Private Wealth Management joins Veronica Dagher to discuss why parents are starting to delay the first release of inheritance money to their kids and the new structuring taking shape for the millennial generation.

9 min
Nov 16, 2016
i

Chris Addy of the Philanthropy Practice at The Bridgespan Group joins Veronica Dagher to discuss what you should consider before joining a non profit, and how to become your charity's favored donor.

6 min
Nov 10, 2016
i

The Wall Street Journal's Daisy Maxey joins Veronica Dagher to discuss how financial advisors are handling their shocked clients in the wake of Donald Trump's presidential victory.

9 min
Nov 9, 2016
i

David Donabedian, Chief Investment Officer at Atlantic Trust, joins Veronica Dagher to break down how Donald Trump's election could impact investors and how long we can expect the resulting market volatility to last.

10 min
Nov 3, 2016
i

Bernstein Global Wealth Management's Lisa Stone joins Veronica Dagher to discuss the fear woman face about losing wealth or becoming poor in their older years and the important steps they can take to avoid financial uncertainty later in life.

9 min
Nov 2, 2016
i

Karol Ward, psychotherapist and confidence expert, joins Veronica Dagher to discuss how exuding confidence and visibility can translate into having more wealth.

8 min
Oct 27, 2016
i

Michelle Chapin, attorney with Paley Rothman, joins Veronica Dagher to talk the current state of Paid Family Leave and where the presidential candidates stand should they be elected.

12 min
Oct 26, 2016
i

Global Security Group's David Katz is a security expert who's provided services to CEOs, celebrities and corporate executives. He joins Veronica Dagher to discuss the important steps the wealthy should consider taking before travelling.

7 min
Oct 24, 2016
i

Bankrate.com's Claes Bell joins Veronica Dagher to discuss a new study ranking the best metro areas for building wealth and making money.

4 min
Oct 20, 2016
i

As more investors look for non-traditional investment opportunities, the Wall Street Journal's Lisa Beilfuss joins Veronica Dagher to discuss what it means to be a passive investor and why it's becoming a popular strategy on Wall Street.

9 min
Oct 19, 2016
i

3EDGE Asset Management's Stephen Cucchiaro joins Veronica Dagher to discuss why investors are so passionate about gold and what you need to know if you're thinking about joining them.

9 min
Oct 13, 2016
i

Nota Bene co-founder Elaine Lassman joins Veronica Dagher with important tips for the wealthy single woman travelling alone.

12 min
Oct 12, 2016
i

United Capital's Joe Duran joins Veronica Dagher to discuss what women really want from their financial advisors and why the majority of wealth is now in their hands.

7 min
Oct 6, 2016
i

From funding retirement plans to charitable giving, Edelman Financial Services' Ric Edelman discusses the financial steps you should consider before the end of the year.

8 min
Oct 5, 2016
i

Cappex's Mark Kantrowitz joins Veronica Dagher to discuss where each candidate stands on student debt in the 2016 election, and what it means for you.

9 min
Sep 30, 2016
i

Veronica Dagher is joined by McDermott Will & Emery's Carlyn McCaffrey to discuss the estate and gift tax plans of a Donald Trump or Hillary Clinton presidency -- and what it means for planning your estate.

9 min
Sep 28, 2016
i

Watching Your Wealth's Election Special: The next four years could bring growth, shrinkage or potentially no change at all to Social Security. Ed Slott & Co's Jeff Levine talks what its future holds under a Donald Trump or Hillary Clinton presidency.

9 min
Sep 26, 2016
i

Watching Your Wealth's Election Special: Veronica Dagher is joined by Wilmington Trust's Carol Kroch to breakdown the deductions, brackets, tax breaks and increases that could be seen in the income tax plans of a Donald Trump or Hillary Clinton presidency.

6 min
Sep 22, 2016
i

Mary Deatherage, managing director at Morgan Stanley Private Wealth Management, talks the financial issues and shifting dynamics couples face when a wife makes or inherits more than her husband.

11 min
Sep 21, 2016
i

Northern Trust's Hugh Magill discusses the generational trends on the rise and how they impact estate planning for stepchildren and blended families.

10 min
Sep 15, 2016
i

Thinking of investing in restaurant? David Steele, founder of One Wealth Advisors and the Ne Timeas Restaurant Group, talks the important steps you should consider before taking the plunge.

10 min
Sep 14, 2016
i

Optima Careers president Marianne Ruggiero joins Veronica Dagher to discuss how to navigate the professional networking scene and remain relevant after introductions are made.

9 min
Sep 8, 2016
i

Who inherits the summer cottage can be a touchy subject. Watching Your Wealth's Veronica Dagher talks with Lee Miller of Glenmede Trust, who says family members need to have an honest discussion on how a vacation home passes from one generation to the next.

10 min
Sep 7, 2016
i

Matt Sommer, VP of Janus Capital Group, tells the Wall Street Journal's Veronica Dagher about new rules affecting college financial aid.

8 min
Sep 1, 2016
i

Dr. Karen Caplan Altfest of Altfest Personal Wealth Management is a leading expert on financial planning for recent widows. She joins Veronica Dagher with tips for managing wealth after losing a spouse.

11 min
Aug 31, 2016
i

The rich are selling stocks. What are they buying? Celebrity money manager Todd Morgan, CEO of Bel Air Investment Advisors, joins Veronica Dagher to discuss what the rich are investing in and take our quiz.

9 min
Aug 25, 2016
i

Kim Laughton, president of Schwab Charitable, joins Veronica Dagher with the key considerations for wealthy donors when deciding how much to give to charity.

7 min
Aug 24, 2016
i

The Wall Street Journal's Daisy Maxey joins Veronica Dagher with a crash course in mutual fund fees, and how to better understand what they mean.

5 min
Aug 18, 2016
i

Northwestern Mutual's Chantel Bonneau discusses new findings on how millennials think about and manage money, and whether or not they're feeling optimistic about their financial futures.

9 min
Aug 17, 2016
i

Merrill Lynch's Kent Pearce, whose former clients include star Olympians, discusses the sudden challenges Olympic athletes face as they come to terms with new found wealth and big endorsement deals.

5 min
Aug 11, 2016
i

The Numbers columnist for The Wall Street Journal, Jo Craven McGinty discusses whether or not you should take those online retirement calculators to heart.

8 min
Aug 10, 2016
i

Equity Concepts' Canon Hickman walks us through the one of the most personal and emotional decision working folks often face -- quitting their jobs to be full-time parents.

10 min
Aug 4, 2016
i

Curtis Dahl, of Joseph & Curtis Custom Wine Cellars, manages wine cellars for wealthy clients and celebrities. He joins Veronica Dagher with everything you need to know about creating the perfect wine cellar.

8 min
Aug 3, 2016
i

Amy Knight, senior vice president at Stephens Inc., discusses how creating a budget within the right means can help recent college grads become millionaires by the time they retire.

10 min
Jul 28, 2016
i

Have a small foundation? Exponent Philanthropy's Henry Berman explains why you may want to consider an investment policy statement for its grant making.

8 min
Jul 27, 2016
i

Nota Bene Global Travel's Anthony Lassman joins Veronica Dagher with an inside look on luxurious travel, and why the wealthy want less brand loyalty and more experiences.

8 min
Jul 21, 2016
i

Foundation Source's Page Snow talks to Veronica Dagher about how to teach kids about philanthropy. Plus, how to protect your parent from a financial scam.

7 min
Jul 20, 2016
i

While owning always has its benefits, sometimes it makes more sense to lease. Investopedia's David Siegel discusses the best ways to lease luxury.

9 min
Jul 14, 2016
i

Summit Trail Advisors' Peter Lee joins Veronica Dagher for a lesson in how to become an entrepreneur -- the smart way.

5 min
Jul 13, 2016
i

Bank of America Merrill Lynch's Cyndi Hutchins discusses a new trend among retirees in which baby boomers are volunteering when they're on vacation.

10 min
Jul 8, 2016
i

Have a small foundation? You might want to consider an investment policy statement for grant making. Exponent Philanthropy's Henry Berman breaks it down.

8 min
Jul 7, 2016
i

Retirement expert Ed Slott lays out the best game plan to reinvest the required minimum distribution from our IRAs. Plus, one thing to consider before purchasing a second home.

14 min
Jul 6, 2016
i

Spencer Jakab, deputy editor of the Wall Street Journal's Heard on the Street, discusses the bad habits of ineffective investors, and his new book, "Heads I Win, Tails I Win" -- a deep dive into exactly how investing really works.

8 min
Jun 30, 2016
i

The Wall Street Journal's Daisy Maxey discusses the most common mistakes mutual fund investors make and what you can to do avoid them.

7 min
Jun 29, 2016
i

Heather Higgins of Higgins Design Studio discusses how to downsize your home -- without feeling bad about it.

8 min
Jun 23, 2016
i

Misty Belles of luxury travel network, Virtuoso, discusses the growing trend of multi-generational travel and the best ways to vacation with the whole family.

6 min
Jun 22, 2016
i

Psychologist and behavioral finance expert, Dr. Daniel Crosby of Brinker Capital, explains how to avoid getting too emotional when the stock market plunges. Then, what to do if you're the victim of a financial scam.

9 min
Jun 16, 2016
i

Chris Heilmann, managing director of Bank of America, zeroes in on the the top traits among the wealthy, and explains what it takes to get there.

11 min
Jun 15, 2016
i

Jon Steinberg, former president of BuzzFeed, discusses how the next generation relates to wealth and why his new media company, Cheddar, is the perfect fit for business-minded millennials.

8 min
Jun 9, 2016
i

Watching Your Wealth's Veronica Dagher talks with Lisa Osofsky, a financial advisor who counsels wealthy families on how to talk to children about their trusts.

8 min
Jun 8, 2016
i

Watching Your Wealth's Veronica Dagher talks with Tracy Byrnes, former Fox Business Network anchor, and founder of Wine on the Street, which helps people learn and talk about wine.

9 min
Jun 2, 2016
i

Watching Your Wealth's Veronica Dagher talks with Mary Beth Franklin, contributing editor at Investment News, about five things Millennials need to know about Social Security.

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