goRIA Podcast

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Aug 2026

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Podcast by goRIA Podcast

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August 10, 202621 min

Episode 57: Bolting on a tax practice to your RIA

Chuck sits down with Steven Jarvis, CPA (aka "The Least Boring CPA") to make the case that tax planning is no longer a nice-to-have for RIAs. As CEO of Retirement Tax Services, Jarvis breaks down why tax has become table stakes in wealth management, how firms can actually build out tax services without becoming a tax-prep shop, and why proactive tax planning may be the single best lever advisors have for deepening client relationships and winning new business. If taxes are the conversation your clients care about most, this is the episode on how to own it.

July 21, 202625 min

Episode 56: Working with the media

Chuck sits down with Jim Pavia to talk all things media. With a career spanning decades: from the New York Daily News to InvestmentNews and CNBC... Jim has seen just about everything the financial media has to offer. In this episode, he shares what he's learned, how advisors can earn meaningful media coverage, and what it really takes to build credibility. If you're a #BreakawayAdvisor looking to raise your profile and get featured in the media, this is a must-listen episode.

July 7, 202627 min

Episode 55: Unshackled – Your Brand, Your Rules

Chuck sits down with Kelly Waltrich, Founder & CEO of Intention.ly, to unpack the marketing freedom that comes with going RIA — and why breaking away means finally building a brand that's actually yours.

June 24, 202620 min

Episode 54: "Tuck or No Tuck"

When exploring your options for going RIA you have 2 paths... build your own, or, tuck into an existing platform. Both have their pros and cons. In this episode, Chuck catches up with Concurrent's CEO, Nate Lenz, to break it down...

March 3, 202626 min

Episode 53: How to leverage a custodian's resources to goRIA

Chuck talks with Schwab's Head of Enterprise Solutions Group, Julian Lopez, about their exciting new offering that helps advisors stand up their own RIA.

February 11, 20265 min

Episode 52: goRIA with Johnny Hilbrant (aka "The PE Guy")

In this satirical episode of goRIA, Chuck goes toe-to-toe with the one and only PE Guy — the viral finance parody persona who’s built a cult following roasting private equity bros and bragging about his role, his wifey, and “it’s decent” deal flow. It starts off civil enough — a few laughs about zip codes, Lake Como vacations, and children's naming conventions... but soon The PE Guy launches his most ambitious pitch yet: “Chuck, sell Sovereign Financial to my PE shop.” Spoiler alert: Chuck holds firm. (Because no amount of humblebrags about substantial composite metrics can sway a fiduciary.) Expect: 🔥 Deadpan satire that hits every PE-world trope 🤣 Chuck trying — and failing — to keep a straight face 💼 A mock negotiation that’s more comedy than capital 🎧 And one unforgettable line: “Due to my role…” (you’ll be saying it for days) If you’ve ever wondered what happens when private equity swagger meets fiduciary skepticism, this episode delivers — with plenty of laughs and just the right amount of decent chaos.

January 22, 202633 min

Episode 51: Talking college & crypto with Ric Edelman

Chuck catching up with industry icon, Ric Edelman, to talk about college, crypto, and, of course, an amazing origin story!

January 7, 202633 min

Episode 50: RIA "Myth-Busting" with Elite Consulting's Frank LaRosa

Chuck catches up with industry thought leader Frank LaRosa, Founder & CEO of Elite Consulting Partners. Together, they unpack who should (and who should NOT) goRIA. If you know Frank, you know he never pulls his punches… literally or figuratively. This episode is a MUST LISTEN if you're thinking of going independent.

November 12, 202529 min

Episode 49: Morningstar initiates coverage of ALTS!

Chuck catches up with Laura Lutton, Head of Manager Research for Morningstar, to talk about their exciting new offering — coverage of ALTS and Semi-liquid funds.

October 21, 202523 min

Episode 48: Origin Story: Thomas Peterffy, Founder & CEO of Interactive Brokers

Chuck talks with industry legend, Thomas Peterffy about his "origin story", his thoughts on building a "customer first" enterprise, and, of course, his thoughts on going RIA. This is a MUST LISTEN episode.