Wall Street Vision Investment Podcast

Hosted by Vlad Dolgocheev, CFA, CFP

BusinessInterviews guests

Website RSS feed

Episodes

Latest episode

Dec 2025

Language

About the show

Tune in to learn about markets, investing and true stories of people making millions. About the host: Vlad Dolgocheev is an investment professional, CFA charterholder and Certified Financial Planner. Disclaimer: This podcast is not associated with any financial institution. The views and opinions expressed by the host and podcast guests are their own and do not reflect the opinions of any financial institution. The content provided in this podcast is for informational purposes only and should not be considered financial advice. © Wall Street Vision Ltd.

Listen to episodes

60 recent

December 8, 202545 min

69. How is AI changing biotech? Interview with Guru Singh (Founder/CEO of Scispot)

This episode dives into the fascinating intersection of biotech, AI, and automation with Mr. Guru Singh, CEO/Founder of Scispot and Y Combinator alumnus. Learn how a data-driven, autonomous lab future is taking shape.Could labs run by AI agents and robots cure cancer and revolutionize manufacturing within a decade, and what role does critical thinking play in the AI era?✅ The Digital Brain of the Lab: Discover how Scispot is building an operating layer to connect siloed data, turning life science labs into autonomous, data-driven research centers.🎯 AI’s Shifting Value: Understand why execution is getting easier and how critical thinking and life experience are now the key differentiators for success in the AI-accelerated tech world.💡 Human Augmentation vs. Fixing: Explore the visionary shift in healthcare from reactive treatment (fixing) to proactive strategies focused on human augmentation and maximizing potential.🧪 Industrializing Biology: Hear the prediction that much of what we use, from medicine to material goods, will be manufactured biologically in labs, driving a multi-trillion-dollar bioeconomy.🚀 Entrepreneurial Wisdom: Gain insight into the crucial lesson of maintaining focus on the "promised land" and avoiding decisions driven by anxiety in the face of constant entrepreneurial challenges.Additional resources:💡 Learn more about Guru's work at Scispot - Scispot.com✅ Connect/follow Guru on LinkedIn https://www.linkedin.com/in/iamguru/🎧 Check out Guru’s podcast - talk is biotech! https://www.talkisbiotech.com/ 🎧 Listen to this episode on The Wall Street Vision Podcast.Disclaimer: This podcast is not associated with any financial institution. The views and opinions expressed by the host and podcast guests are their own and do not reflect the opinions of any financial institution. The content provided in this podcast is for informational purposes only and should not be considered tax, financial or investment advice.

September 20, 20257 min

68. How Business Owners Can Save Thousands in Tax (Ontario Probate Planning)

If you’re a business owner in Ontario, your financial plan could be overlooking a costly problem: probate fees. In this episode, we explore a strategy that can save your family tens of thousands of dollars and keep your business running smoothly.💡 What if a second will could help protect your wealth, reduce delays, and keep your affairs private?Here’s what you’ll learn in this episode: ✅ What probate is, how it works in Ontario, and why it can be expensive for business owners ✅ How a secondary will can eliminate probate fees on private company shares ✅ Why this strategy can speed up business continuity and reduce delays for beneficiaries ✅ The added benefits of privacy and appointing different executors for personal vs. business assets✅ Key limitations and why you must work with an experienced estate lawyer⚠️ Caveat: This strategy isn’t available in every province (e.g., Nova Scotia doesn’t allow it), and it requires careful drafting by a lawyer with estate planning expertise.🎧 Listen now on The Wall Street Vision Podcast.Disclaimer: This podcast is not associated with any financial institution. The views and opinions expressed by the host and podcast guests are their own and do not reflect the opinions of any financial institution. The content provided in this post and/or podcast is for informational purposes only and should not be considered financial advice.

May 19, 20259 min

67. KPMG/Deloitte/EY/PwC - Is it Harder to Obtain “Partner Status” Today?

What happens when the dream of becoming a Big Four partner starts to lose its shine? In this episode, we unpack why the traditional career path at PwC, Deloitte, EY, and KPMG might not be what it used to be — and what that means for folks on the partner track.Is the equity partner model fading — and how should professionals and investors adapt to this quiet shake-up?Here’s what you’ll learn: ✅ Why fewer people are being promoted to equity partner at the Big Four✅ The rise of the “non-equity partner” — title prestige without profit sharing ✅ How economic pressures and slower growth are reshaping firm structures ✅ What this shift means for ambitious professionals charting long-term careers⚠️ Heads up: These dynamics can vary by country, and data from private firms is limited — so each geography/market will have it’s own specific scenario unfolding.🎧 Listen now on The Wall Street Vision Podcast.Disclaimer: This podcast is not associated with any financial institution. The views and opinions expressed by the host and podcast guests are their own and do not reflect the opinions of any financial institution. The content provided in this post and/or podcast is for informational purposes only and should not be considered financial advice.

May 11, 202516 min

66. Are YOU saving enough?

Why Saving Is the Real Secret to Wealth (Even More Than Investing)Before you think about your actual investments, you should consider - Are you actually saving enough in the first place? In this episode, we unpack why saving—not just investing—is the real foundation of wealth investors.Want to build long-term wealth and enjoy a secure retirement? It starts with what you don’t spend today.✅ Why saving is crucial during every life stage—from your 20s to retirement✅ The 50/30/20 rule and when it doesn’t make sense for your lifestyle✅ How to avoid lifestyle creep (and why it sneaks up fast after a raise)✅ Easy tracking tips to spot financial blind spots and stay on course✅ The power of automation: how to make saving a no-brainer habit🎯 Whether you're saving 1% or 20%, consistency is what counts. 🎧 Listen now on The Wall Street Vision Podcast.Disclaimer: This podcast is not associated with any financial institution. The views and opinions expressed by the host and podcast guests are their own and do not reflect the opinions of any financial institution. The content provided in this post and/or podcast is for informational purposes only and should not be considered financial advice.

January 28, 20257 min

65. Unlocking Tax Savings: The Spousal Loan Strategy for Canadian Couples

In this episode, we explore a clever tax strategy that can help Canadian couples potentially lower their overall tax bill: the spousal loan strategy. Ever wondered how to legally shift taxable investment income from a higher-income spouse to a lower-income spouse? Tune in as we demystify the ins and outs of using a prescribed-rate loan to optimize your family’s tax situation. 🎧 Listen to this episode to discover: ✅ How the spousal loan strategy works and why gifting money isn’t as tax-friendly as you might think ✅ Step-by-step process on setting up an enforceable loan agreement and meeting annual interest payment deadlines ✅ Key considerations and potential pitfalls—from legal fees and ongoing documentation to market fluctuations and changes in prescribed interest rates ✅ Example showing the numbers behind potential tax savings We’ll also discuss scenarios where this strategy may not be a perfect fit, such as when your portfolio already focuses on deferred capital gains or when the paperwork and legal costs outweigh the potential benefits. Wall Street Vision Podcast:https://WallStreetVision.com Disclaimer: This podcast is not associated with any financial institution. The views and opinions expressed by the host and podcast guests are their own and do not reflect the opinions of any financial institution. The content provided in this post and/or podcast is for informational purposes only and should not be considered financial advice.

December 24, 202444 min

64. What You Should Consider for End-of-Life Planning - Greg Barnsdale, CEA, CFP, LFD

I recently spoke to Greg Barnsdale, author of "Do Not Ignore Your Mortality" and veteran of the funeral and financial planning industries. Greg shared his unique insights from vast experience as both a funeral director and financial planner. His work focuses on helping people navigate end-of-life planning and estate preparation. 🎧 Listen to this episode to discover: ✅Why roughly 50% of North American adults don't have a will and what to do about it ✅ How to have difficult but crucial end-of-life planning conversations with family members ✅ The latest trends in funeral services, including eco-friendly options ✅ Why estate planning is an act of love that reduces stress for both you and your survivors Connect with Greg: https://www.donotignoreyourmortality.com/ https://www.linkedin.com/in/gregbarnsdale/ Check out Greg's book: Amazon.ca link Wall Street Vision podcast: https://WallStreetVision.com Disclaimer: This podcast is not associated with any financial institution. The views and opinions expressed by the host and podcast guests are their own and do not reflect the opinions of any financial institution. The content provided in this post and/or podcast is for informational purposes only and should not be considered financial advice.

November 4, 202427 min

63. What's Really Going on with AI? (Key Things to Know Now)

Wall Street Vision is back after a break! You might be wondering why we’ve had so few episodes this year –- Well, I had a professional goal of completing the Certified Financial Planner (CFP) designation, and that took a whole lot of study hours! I completed the CFP program courses and passed that exam, so now I’m very excited to have more time that I can devote to the podcast again. This episode is all about AI. Join us for a comprehensive overview of artificial intelligence (AI), covering its recent developments, potential future impacts, and practical applications for listeners. "You don't want to be the person using fax when everyone else is emailing. If you're a carpenter operating with a handsaw, and someone comes along with an electric saw, you have to incorporate that into your practice to keep up." Wall Street Vision Podcast: ⁠⁠wallstreetvision.com⁠⁠ Disclaimer: This podcast is not associated with any financial institution. The views and opinions expressed by the host and podcast guests are their own and do not reflect the opinions of any financial institution. The content provided in this post and/or podcast is for informational purposes only and should not be considered financial advice.

March 17, 202429 min

62. How Aaron Letzeiser raised $39M for his insurance startup (Obie Insurance)

I recently spoke to Aaron Letzeiser, co-founder of Obie Insurance and Forbes “30 under 30” award recipient. Aaron told me about his startup journey and the steps he took to raise capital for his firm. Aaron's firm (Obie Insurance) went through the prestigious Y Combinator accelerator program in Silicon Valley. The firm is making moves in the rental property insurance space. 🎧 Listen to this episode to discover: 👉 The steps Aaron took to raise $39M for his startup ⭐ What it’s like being a nimble startup in an industry with behemoth competitors ✅ How Aaron faced and overcame failure in his startup journey 👀 Aaron’s thoughts on insurance trends in an environment of increasing natural disasters Obie Insurance: https://www.obieinsurance.com/ Connect with Aaron: https://www.linkedin.com/in/letzeiser/ Wall Street Vision podcast: https://WallStreetVision.com #InvestingPodcast #Entrepreneur #StartUp #RaisingCapital #Ycombinator Disclaimer: This podcast is not associated with any financial institution. The views and opinions expressed by the host and podcast guests are their own and do not reflect the opinions of any financial institution. The content provided in this post and/or podcast is for informational purposes only and should not be considered financial advice.

December 26, 202315 min

61. What does it take to become successful? Mark Murphy (CEO of Northeast Sequoia)

In this episode we have the pleasure of learning from Mark B. Murphy, CEO of Northeast Sequoia Private Client Group. Mark is an accomplished author, speaker, and motivator. He helps entrepreneurs achieve multi-generational wealth through personalized strategies. His investment firm manages billions of dollars in assets. In this episode we covered: The steps Mark took to achieve financial success (he didn’t grow up rich) Why it’s important to compete against yourself (instead of competing against others) How to cultivate the right mindset for success The correct way to view failure The mindset of investing in yourself or your own business How Mark went from an entry level role to CEO at his firm Connect with Mark on Facebook: https://www.facebook.com/mark.murphy.58323 https://www.facebook.com/NortheastPrivateClient/ Connect with Mark on Instagram: https://www.instagram.com/mark_b_murphy Mark’s Websites: https://markbmurphy.com https://www.northeastprivate.com Connect with Mark on LinkedIn: https://www.linkedin.com/in/mark-b-murphy-813b105 / https://www.linkedin.com/company/northeast-private-client-group Check out Mark’s book on Amazon: https://www.amazon.com/Ultimate-Investment-Roadmap-Business-Multigenerational/dp/1955884250 Wall Street Vision podcast: https://WallStreetVision.com Disclaimer: This podcast is not associated with any financial institution. The views and opinions expressed by the host and podcast guests are their own and do not reflect the opinions of any financial institution. The content provided in this post and/or podcast is for informational purposes only and should not be considered financial advice.

December 6, 202355 min

60. When will AI replace humans? Convo w/ Jake Buerke (founder of chtrbx.AI)

Jake Buerke is a Wall Street veteran and the founder of the AI company chtrbx.AI Tune in to discover: -What’s happening in the AI space -When we might have AI that can replace humans (wow!) -What can you do to avoid being replaced by artificial intelligence? -Jake's thoughts on the drama happening at openAI (company that created chatGPT -chtrbx.AI and the cool stuff they’re doing to help clients get unique customer insights Don't miss out on a special offer - Use coupon WSV2023 for 50% off all plans at chtrbx.AI for the first 2 months Jake’s company: chtrbx.ai Follow Jake on Twitter X: twitter.com/chtrbx_ai Wall Street Vision Podcast: wallstreetvision.com Disclaimer: This podcast is not associated with any financial institution. The views and opinions expressed by the host and podcast guests are their own and do not reflect the opinions of any financial institution. The content provided in this post and/or podcast is for informational purposes only and should not be considered financial advice.