Behind the Curtain Finance

Behind the Curtain Finance

Choosing a financial advisor can be a daunting task, especially if you are not sure of the right questions to ask. The purpose of this podcast is to help you understand which questions are important to ask, why they are important and how the answers to these questions can help you find the right advisor who is interested in only one thing: protecting and defending you without any conflicts of interest.

Episodes

How FINNY Is Powering the Future of Organic Growth for Advisors with Eden Ovadia (Ep. 13)

October 30, 2025 • 34 mins
What if your next great client came from authentic connection, not acquisition? In this episode, Thomas Manetta sits down with Eden Ovadia, CEO and Co-Founder of FINNY, a groundbreaking organic growth engine helping independent advisors attract clients without relying on mergers, acquisitions, or referral programs. Together, they unpack how technology, data, and authenticity can empower …

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Scaling Smarter: Technology, Clients, and Legacy (Ep. 12)

October 14, 2025 • 21 mins
Advisors frequently face the challenge of striking a balance between growth, independence, and client care. How do you use technology to scale without losing your personal touch? How do you create a path for future generations of advisors while building your own legacy? In this episode of Behind The Curtain Finance, Thomas Manetta reflects on …

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Building the Future of Advice with Jason Wenk (Ep. 11)

September 23, 2025 • 39 mins
What happens when the infrastructure of financial services finally catches up to the modern world of cloud, APIs, and AI? In this episode of Behind the Curtain Finance, host Thomas Manetta sits down with Jason Wenk, founder and CEO of Altruist, the first fully integrated digital custodian designed for independent advisors. Together, they explore how …

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The Future of Custodianship: Transparency, Technology, and Trust (Ep. 10)

September 2, 2025 • 21 mins
What if the very institutions holding your money were competing against you? In this episode of Behind the Curtain Finance, Thomas Manetta pulls back the curtain on the hidden conflicts of traditional Wall Street custodians and how a new era of transparency and technology is reshaping the way advisors and clients interact with their money. …

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Why Estate Planning Can’t Wait (Ep. 9)

August 19, 2025 • 21 mins
When you think of estate planning, do visions of stuffy legal offices and endless paperwork come to mind? It’s time to change that. In this episode, Thomas Manetta is here to change that perception. Drawing from years of firsthand experience, Thomas shares why estate planning isn’t just for the ultra-wealthy and why putting it off …

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Rethinking Taxes: How Year-Round Planning and AI Are Changing the Game (Ep. 8)

August 5, 2025 • 15 mins
What if taxes didn’t have to be so stressful? This week, Thomas Manetta shares how real-time tax planning and new tech tools are transforming the advisor-client relationship. He also opens up about his own education journey and how AI is rewriting the rules, both in school and in finance.  From Holistiplan to ChatGPT, this episode …

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Building Trust First: The Real Foundation of Financial Planning (Ep. 7)

July 22, 2025 • 23 mins
Trust and alignment form the bedrock of effective financial planning, but how do you build these foundations with clients? In this episode, Thomas Manetta shares his journey from traditional financial advisory roles to founding Manetta Wealth Management, where he prioritizes conflict-free and transparent client relationships. He explores the essential components of financial planning, emphasizing simplicity, …

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Authenticity Over Automation (Ep. 6)

July 8, 2025 • 20 mins
AI may reshape financial services—but it will never replace empathy. This week, Thomas J. Manetta shares how owning his firm redefined his identity, strengthened client bonds, and sparked a deeper purpose. With automation rising, it’s the human touch that sets advisors apart. This episode explores why genuine relationships are the future of advisory services. Thomas …

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From Tragedy to Triumph: A Personal Tale of Financial Empowerment (Ep. 5)

July 1, 2025 • 23 mins
What does it mean to truly put clients first in the world of finance? Thomas J. Manetta at Manetta Wealth Management shares a compelling story of steadfast commitment and authenticity in serving clients. This episode dives into how Thomas helped a client navigate financial betrayal and personal adversity, reinforcing the value of building genuine, long-term …

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Behind the Curtain: How Authentic Financial Advice Changes Lives (Ep. 4)

June 24, 2025 • 18 mins
What happens when life unexpectedly hands you the responsibility of managing finances for the first time? Delve into an emotional story of trust, transformation, and resilience as Thomas Manetta shares a heartfelt account of his long-standing client relationship. After the passing of her husband, Thomas steps in to help a client who faced the daunting …

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The Emotional Impact of Financial Decisions: A True Story (Ep. 3)

June 17, 2025 • 21 mins
What truly makes a financial advisor irreplaceable during life’s toughest times? In this heart-touching episode of “Behind the Curtain Finance,” host Thomas Manetta shares the emotional journey of helping two sisters facing significant life challenges. Join Thomas as he navigates through complexities, offers empathy, and reshapes what it means to be a financial advisor today. …

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Background: Personal and Professional (Ep. 1)

June 10, 2025 • 22 mins
How do you know that you’re truly working for your clients and not just for a paycheck? Join Thomas Manetta of Manetta Wealth Management as he takes you behind the scenes of financial advising without the smoke and mirrors. He shares his personal journey from trading floors to founding an independent advisory firm dedicated to …

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Reflections on Ownership: Healing from the Past (Ep. 2)

June 10, 2025 • 25 mins
What happens when a financial advisor decides to break free from corporate constraints and prioritize client interests above all?  Thomas Manetta from Manetta Wealth Management takes you on his journey from the traditional financial world to independent advising, highlighting the cracks in the system that many clients may not even be aware of. Discover why …

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Behind the Curtain Finance

April 14, 2025 • 37 secs
Choosing a financial advisor can be a daunting task, especially if you are not sure of the right questions to ask. The purpose of this podcast is to help you understand which questions are important to ask, why they are important and how the answers to these questions can help you find the right advisor …

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Transcript

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