December 18, 202525 min
Policy Breakdown and Opportunities in 2026
Alicia Levine and Dan Clifton on 2026: consumer refunds, deregulation, Fed cuts, tariffs and midterm dynamics—why policy could turn headwinds into tailwinds for growth and earnings.
Episodes
24
Latest episode
Dec 2025
Language
EN
About the show
Is your wealth strategy supporting your long-term goals? Welcome to Your Active Wealth with BNY Wealth: A podcast with the experts who lead our firm – and our industry – bringing you thematic and timely conversations on how to grow, manage and protect your wealth, and insights on how to confidently navigate the unpredictable and unexpected.
Listen to episodes
November 10, 202514 min
New 2025 Tax Rules for Business Owners
Terry Sylvester Charron, head of investment advisory and planning solutions, and Jere Doyle, senior wealth strategist, unpack changes to Qualified Small Business Stock as result of OBBBA.
September 25, 202516 min
Master Cash Management
Scott Lillis, regional president, Mid-Atlantic Region, and Lynda Ly, private banking manager, explain our strategic cash management framework.
August 21, 202519 min
2025 Tax Changes: What's New?
BNY Wealth experts, Jere Doyle, senior wealth strategist, and Lesley Holland, regional director of portfolio management, provide valuable insights on tax and investment planning for 2025.
July 8, 202534 min
Mastering the Sale
Alex Murray, market president of Newport Beach, and Boryana Zamanoff, senior wealth strategist, break down key insights from our report, Mastering the Sale.
May 28, 202529 min
The Business Owner’s Guide to the Sale
There is more to selling a business than the financial implications. For instance, how will you continue to find purpose when you’re no longer at the helm? In this episode of Your Active Wealth, Ryan Szczepanik, senior wealth strategist at BNY Wealth, sheds light on the most important considerations leading up to the sale in addition to the emotional factors that can arise after the business is sold. Pulling from his wealth of experience in helping business owners navigate the sales process, Ryan shares real-life examples to explain who should be involved and why, what specific qualifications are required to ensure the process goes smoothly, and how to successfully transition from running your own business to leading a new lifestyle post-sale. Subscribe to Your Active Wealth on your favorite podcast platform via Apple Podcasts, Spotify, Amazon Music, Pocketcast and more.
April 30, 202530 min
Key Considerations When Selling a Family Business
When legacy and livelihood are intertwined, selling a family business can be complex. Samy Dwek, Chief Executive Officer of The Family Office Doctor, shares tips for navigating this process in a way that preserves the family dynamic.
March 26, 202530 min
An Entrepreneurial Spirit
A strong entrepreneurial spirit is behind every great business success. Christi Coors Ficeli, Co-Owner of Goosecross Cellars, shares how courage and determination guided her journey to forging her own path.
February 13, 202530 min
Turning Point in Private Assets
The private assets investment landscape has evolved in recent years, especially since the Federal Reserve began to cut interest rates in 2024. Head of Alternative Investments Paul Vittone meets with Senior Alternative Investments Strategist Joanna Berg and Portfolio Manager and Head of Secondaries Arjun Bains to break down the opportunities they are seeing as a result. They discuss the improved environment for dealmaking and exits in private equity, a new source of diversification through secondaries, how to access the growth of this innovation cycle, and how private credit can complement traditional fixed income.For additional insights on the subjects that matter most to you, visit bny.com/wealth. Follow us on: Twitter | LinkedIn | Instagram
December 18, 202422 min
Ensuring Financial Wellbeing After Divorce
Divorce is never easy, but proactive planning can help. Assembling a team of specialists, who are knowledgeable and experienced in all aspects of a settlement, is essential to helping ensure a more positive outcome. In this episode of Your Active Wealth, Judy Barton, wealth and transition advisor at BNY Wealth, provides valuable insight into building a divorce team, as well as what a pre-settlement review should look like and why it is a necessity. Throughout the discussion, she also touches on the different types of divorce proceedings, including litigation and mediation, in addition to the nature of gray divorces, and how they can result in unique financial repercussions that require a nuanced approach. Regardless of marital status, there are always planning steps that can be taken to better protect you and your financial future.For additional insights on the subjects that matter most to you, visit bny.com/wealth. Follow us on: Twitter | LinkedIn | Instagram
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