March 12, 20259 min
What the Finance – Taking Early Distributions from your IRA
In this episode of What the Finance, Sam discuss the ins and outs of 72(t) distributions and how they can provide early access to retirement funds without penalties.
Episodes
54
Latest episode
Mar 2025
Language
EN-US
About the show
Wealth Simplified aims to bring financial literacy and education to anyone who wants to learn. Whether you're a first-generation wealth creator or a steward to multi-generational wealth, we want to make the complex simple and the vision clear.
Listen to episodes
February 27, 202521 min
Building Strong Family Governance with Joe Palmieri (EP. 32)
In this month's episode, we are joined by Joe Palmieri to discuss the importance of family governance in managing family wealth.
February 12, 202511 min
What the Finance - Key Market and Policy Updates
In this episode of What The Finance, Ali breaks down the latest economic and policy headlines.
January 22, 202534 min
2025 Market Outlook (EP. 31)
In this month's episode, we are joined by Ben Greenfeld, Nate Ecoff, and Pat Ellsworth to discuss the key investment themes and strategies for 2025.
December 25, 202440 min
Why Retirement Plans Matter for Business Owners with Nick Pagano (EP.30)
In this episode, Nick Pagano explains why 401(k) plans are crucial for business owners, covering insights on design, employee retention, and fiduciary responsibility.
November 27, 202445 min
Creating an Abundant Life while Building, Scaling, and Selling Businesses with Adrienne Green (EP. 29)
In this month’s episode, we’re joined by Adrienne Green to explore her journey of building businesses, achieving financial freedom, and embracing a life of adventure with her family.
November 13, 20248 min
What the Finance – Post-Election Rundown
In this month's episode, we are diving into the recent presidential election results and the Federal Reserve’s latest moves to break down what it means for the economy and markets.
October 30, 202437 min
Estate Planning for Digital Assets with Jennifer Zegel (EP. 28)
In this month's episode, Ali is joined by Jennifer Zegel to discuss estate planning in the digital age.
October 9, 20247 min
What the Finance - Top 5 Things to Consider this Quarter
In this episode of What The Finance, Ali breaks down the top 5 things to think about as we enter the last quarter of the year.
September 25, 202445 min
Navigating Business Transitions with Laurie Barkman (EP. 27)
In this month's episode, Laurie Barkman joins us to explore how business owners can prepare for successful transitions.Laurie Barkman, The Business Transition Sherpa®, is not a client of Waldron Private Wealth. No cash or non-cash compensation was provided for the testimonials included in this podcast.
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