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-generational family looking to preserve and grow your resources, the G360 Wealth Podcast is your guide to navigating the complex world of wealth management. Through a series of engaging mini-series and guest professionals, we’ll dive into topics that educate, inspire, and empower you to take control of your financial future. This series is dedicated to helping you develop the tools and confidence to make informed decisions about your personal and family finances.

Episodes

Volatility as an Asset Class: How Aptus and GCA Tackle Investors’ Biggest Risks (Ep. 9)

December 4, 2025 • 40 mins

When the market is shifting faster than most people can keep up, the real risk isn’t volatility; it is holding on to outdated assumptions.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 Advisors to break down what investors should actually pay attention to right now. Rex and David open up the playbook behind …

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How to Manage a Concentrated Stock Position Without Losing Your Edge (Ep. 8)

November 20, 2025 • 41 mins

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 this episode of the G360 Wealth Podcast, hosts Rex Berger and Samuel Diarbakerly unpack one of the most common and complex challenges for corporate executives …

Innovation, Discipline, and the Future of Private Markets with Christopher Zook (Ep. 7)

October 23, 2025 • 61 mins

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 of CAZ Investments. They discuss health as a foundation for leadership, democratizing access to private investments, and why innovation is critical for advisors and …

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

September 25, 2025 • 26 mins

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 Diarbakerly sits down with Kyle Casserino of Fidelity Charitable to talk about a smarter way to give: donor-advised funds. These accounts let you make …

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

September 11, 2025 • 30 mins

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, President of Whitney Pension Associates, about what really goes into building a smart retirement plan and why it matters more than people realize. They walk …

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

August 28, 2025 • 42 mins

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 the often-overlooked truth: the greatest gift you can give your loved ones is clarity. Together, they walk through the emotional, legal, and financial consequences of not having …

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

August 14, 2025 • 42 mins

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 and credit can become practical investments for more than just the ultra-wealthy. He explains how interval funds are changing access, structure, and expectations …

Generational Investments featuring CIO Steve Kolano (Ep. 2)

July 31, 2025 • 27 mins

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 happening under the surface in private credit and equity markets? In this episode, Rex Berger, Private Wealth Advisor of Generation Capital Advisors, sits down …

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Democratizing the Family Office Approach: GCA’s Vision for Modern Advice (Ep. 1)

July 17, 2025 • 26 mins

What’s the real secret to building and managing significant wealth? Dive into the inaugural episode of the G360 Wealth Podcast with Sam Diarbakerly, Founder of Generation Capital Advisors, as we uncover what sets Generation Capital Advisors apart. Joined by Matt Ackerman, Chief Brand Officer at Integrate Partners, Sam shares his vision and the passion driving …

G360 Wealth Podcast Coming Soon

March 6, 2025 • 46 secs

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G360 Wealth Podcast

Episodes

.css-14f5ked{margin:0;word-break:break-word;display:-webkit-box;-webkit-box-orient:vertical;box-orient:vertical;-webkit-line-clamp:2;overflow:hidden;}Volatility as an Asset Class: How Aptus and GCA Tackle Investors’ Biggest Risks (Ep. 9)

.css-r6mb8g{margin:0;word-break:break-word;display:-webkit-box;-webkit-box-orient:vertical;box-orient:vertical;-webkit-line-clamp:1;overflow:hidden;}How to Manage a Concentrated Stock Position Without Losing Your Edge (Ep. 8)

Innovation, Discipline, and the Future of Private Markets with Christopher Zook (Ep. 7)

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

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

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

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

Generational Investments featuring CIO Steve Kolano (Ep. 2)

Democratizing the Family Office Approach: GCA’s Vision for Modern Advice (Ep. 1)

G360 Wealth Podcast Coming Soon

Popular Podcasts

Volatility as an Asset Class: How Aptus and GCA Tackle Investors’ Biggest Risks (Ep. 9)

How to Manage a Concentrated Stock Position Without Losing Your Edge (Ep. 8)