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Wealthyist Wealthyist Annex Wealth Management Audio Poem of the Day Audio Poem of the Day Poetry Foundation Puu Muay Thai Podcast Puu Muay Thai Podcast Puu Muay Thai THE KLICKITAT VOICE THE KLICKITAT VOICE Delmer Eldred Parsha Review Podcast · Rabbi Aryeh Wolbe Parsha Review Podcast · Rabbi Aryeh Wolbe TORCH Rabbi Aryeh Wolbe Podcast Collection Rabbi Aryeh Wolbe Podcast Collection TORCH Hey Gibraltar! Hey Gibraltar! Ahmed Rehan and Adam Kaan At a Total Loss At a Total Loss Katherine Lazar The Footglish Podcast: Learn English with Football The Footglish Podcast: Learn English with Football Zdenek Lukas Bedtime Stories for Kids|Good Night Tales|Stories of New Beginnings Bedtime Stories for Kids|Good Night Tales|Stories of New Beginnings BabyBus Republic Broadcasting Network Republic Broadcasting Network Republic Broadcasting Network Lifelong Learning With A. A. Khatana Lifelong Learning With A. A. Khatana A.A. Khatana Ta Đi Tây Ta Đi Tây Ta Di Tay The Art of Accomplishment The Art of Accomplishment Joe Hudson and Brett Kistler The Unscripted SEO Interview Podcast The Unscripted SEO Interview Podcast Jeremy Rivera ODAAT Gambling Awareness ODAAT Gambling Awareness ODAAT Gambling Awareness sarah marie anderson's podcast sarah marie anderson's podcast sarah marie anderson Rainer on Leadership Rainer on Leadership Church Answers Abraham Hicks’s Podcast Abraham Hicks’s Podcast Abraham Hicks The British History Podcast The British History Podcast Jamie Jeffers Porn Talk Porn Talk Powerful Eric Digital Social Hour Digital Social Hour Sean Kelly Joel Bomgar on Bitcoin: The FB Live Audio Joel Bomgar on Bitcoin: The FB Live Audio Joel Bomgar Ethan Brings You the World Ethan Brings You the World Ethan Boronski AI Unraveled: Latest AI News, ChatGPT, Gemini, Claude, DeepSeek, Gen AI, LLMs, Agents, Ethics, Bias AI Unraveled: Latest AI News, ChatGPT, Gemini, Claude, DeepSeek, Gen AI, LLMs, Agents, Ethics, Bias Etienne Noumen MAGICk WITHOUT FEARs "Hermetic Podcast" with Frater R∴C∴ MAGICk WITHOUT FEARs "Hermetic Podcast" with Frater R∴C∴ Frater R∴C∴ ADHD Energy Strategy ADHD Energy Strategy Mo Holloman DjamgaMind: Executive Intelligence (The Technology Business Forensic Network) - No ADS DjamgaMind: Executive Intelligence (The Technology Business Forensic Network) - No ADS Etienne Noumen Hypnosis for sleeping deeply (Jason Newland) Hypnosis for sleeping deeply (Jason Newland) Jason Newland Father's Vineyard Podcast Father's Vineyard Podcast Media הרב יורם אברג'ל ובנו ממשיך דרכו החיד"א הרב יורם אברג'ל ובנו ממשיך דרכו החיד"א הרב יורם אברג'ל Stop the Self Sabotage and Create the Life You Desire Stop the Self Sabotage and Create the Life You Desire Dawn Landrum Self Publishing School: How To Write A Book That Grows Your Impact, Income, And Business Self Publishing School: How To Write A Book That Grows Your Impact, Income, And Business Chandler Bolt, Founder of selfpublishing.com Feeling Things with Amy & Kat Feeling Things with Amy & Kat Nashville Podcast Network B2B Podcasting Insights - business strategy podcast for founders and brands B2B Podcasting Insights - business strategy podcast for founders and brands Podknows Podcasting - B2B Podcasting Experts The Bread of Life The Bread of Life Joel Van Hoogen GRIEF AND LIGHT GRIEF AND LIGHT Nina Rodriguez
Wealthyist

Education

Wealthyist

Annex Wealth Management

Wealthyist Replay| Passion Assets: Turning Your Treasures (and Pets!) into Lasting Legacies – Don't Let Love Become a Burden

June 26, 2026 9:13am 23 min

The episode of Wealthyist (the podcast exploring the lifestyles, choices, and strategies of the wealthy, produced by Annex Wealth Management) features host Tom Parks, Director of Retirement Plan Services, interviewing hi...

Wealthyist E68 | Roots of Wealth: Mastering Tree Care for Luxury Estates with Third-Gen Arborist Freddie Hoppe

June 19, 2026 12:59pm 29 min

In this episode of Wealthyist, host Kent Halleen sits down with Freddie Hoppe, co-owner and sales manager of Hoppe Tree Service and a third-generation arborist whose family business dates back to 1972. They explore how p...

Wealthyist E67 | Your Business's 401(k): A Strategic Tool To Attract & Retain Employees

June 12, 2026 2:40pm 24 min

In this episode of Wealthyist, host Greg Batiansila sits down with Tom Parks, Director of Retirement Plan Services at Annex Wealth Management. Tom leads Annex’s 401(k) advisory team and brings over 25 years of experience...

Wealthyist E66 | Tax Prep vs. Tax Planning: Why High-Net-Worth Families Might Need Both Under One Roof

June 05, 2026 10:04am 32 min

In this episode of Wealthyist, hosts Tom Berkholtz (CFP®, EA, ECA) and Eric Strom (CFP®, EA) break down the critical difference between tax preparation and tax planning — and why the distinction matters more than ever fo...

Wealthyist E65 | Are Beneficiary Designations Undermining Your Estate Plan?

May 29, 2026 2:04pm 17 min

Are Beneficiary Designations Undermining Your Estate Plan?Beneficiary designations are contractual instructions you give to financial institutions about who receives assets in accounts like:IRAs, Roth IRAs, 401(k)sChecki...

Wealthyist E64 | Luxury Isn't a Price Tag: Redefining the 'Biggest Day' with Wedding Pros Ashley Kuehnel & Koryn Bennett

May 15, 2026 12:09pm 48 min

In this episode, host Austin Grandinetti sits down with Ashley Kuehnel of Midwestern Bride and Koryn Bennett  of Ivy Lane Photo Company . The conversation dives into the evolving world of luxury and premium weddings, par...

Wealthyist E63: Dream Machines & Detroit Steel: Corvette Joy, Classic Car Investing, and Reviving Milwaukee Concours

May 08, 2026 10:36am 28 min

In this engaging Wealthyist episode, host Kent Haleen and co-host David Panitzke (both proud new owners of the same-year manual-transmission Corvettes) welcome Jay Shiek, aka Jay the Car Guy — a passionate collector, app...

Wealthyist E61 | From Navy SEAL to Building Impact-Driven Businesses: Leadership Lessons from the Battlefield to the Boardroom with John Choate

May 01, 2026 12:41pm 22 min

In this episode of The Wealthyist, Kent Halleen sits down with John Choate — former Navy SEAL officer, successful entrepreneur, and founder of Apogee Travel, a transparent hotel booking platform that supports veteran cau...

Wealthyist E60 | Philanthropy From The Heart: How Ultra-Wealthy Donors Turn Simple Giving Into Transformation with Joan Nesbitt

April 22, 2026 9:31am 38 min

In this engaging episode of Wealthyist, host Anthony Mlachnik (Senior Wealth Advisor at Annex Private Client) sits down with Joan Nesbitt, Vice Chancellor for University Advancement at the University of Wisconsin-Milwauk...

Wealthyist E59: Private Jets Without Owning the Plane: How Jet OUT’s Co-Ownership Reclaims Time for the Wealthy

April 10, 2026 9:22am 22 min

In this remote episode of Wealthyist, recorded live from Jet OUT’s new hangar in Waukesha, Wisconsin, host Anthony Mlachnik (Senior Wealth Advisor at Annex Private Client) sits down with Evan Rossiter, Sales Director at ...

Wealthyist E58 | Bricks, Policy & Legacy: Building Generational Wealth in Wisconsin Commercial Real Estate with Jim Villa

April 01, 2026 3:23pm 31 min

In this episode of Wealthyist, host Anthony Mlachnik interviews Jim Villa, CEO of NAIOP Wisconsin (the Commercial Real Estate Development Association). With 35 years in public policy, politics, and economic development—i...

Wealthyist E57: How the Wealthy Are Quietly Revolutionizing Healthcare: Transparent Costs, Direct Care & Massive Savings with Dr. Timothy Murray

March 27, 2026 3:27pm 35 min

In this episode of Wealthyist, host Anthony Mlachnik(senior wealth advisor at Annex Private Client) interviews Dr. Tim Murray, an anesthesiologist and founder/CEO of Solstice Health. Murray launched the company in 2012 a...

Wealthyist E56 |Passion Assets: Turning Your Treasures (and Pets!) into Lasting Legacies – Don't Let Love Become a Burden

March 13, 2026 2:25pm 23 min

The episode of Wealthyist (the podcast exploring the lifestyles, choices, and strategies of the wealthy, produced by Annex Wealth Management) features host Tom Parks, Director of Retirement Plan Services, interviewing hi...

Wealthyist E55 | Branding 2.0: Rich Gray on Authentic Athlete Partnerships, NIL Evolution & Long-Term Legacy

March 07, 2026 8:58pm 31 min

Host Anthony Mlachnik, Senior Wealth Advisor at Annex Private Client, interviews Rich Gray, founder of Rebrand NY—a sports and business development firm that connects brands with athletes for authentic marketing partners...

Wealthyist E54 | Redefining Luxury: From Bling to Meaningful Moments – The New Era of Wealthy Travel with Rose Gray

February 27, 2026 2:08pm 32 min

In this week's episode of Wealthyist, hosted by Anthony Mlachnik, Senior Wealth Advisor for Annex Private Client, Anthony and Rose Gray from Fox World Travel explore how the definition of luxury travel has evolved dramat...

Wealthyist E53 | How Direct Primary Care Delivers Proactive Health for Busy Executives, Families, and Businesses (with Dr. Suzanne Gehl)

February 20, 2026 2:26pm 29 min

In this episode of Wealthyist, host Deanne Phillips, CFP® and Managing Director of Client and Community Engagement at Annex Wealth Management, interviews Dr. Suzanne Gehl (a board-certified family physician, former WAFP ...

Wealthyist E52 | From Tee Times to Timeless Experiences: How Golf Became The Ultimate Wealth Play with Brian Weis

February 13, 2026 3:04pm 31 min

This week's episode of Wealthyist (the podcast exploring the lifestyles, choices, and strategies of the wealthy, produced by Annex Private Client/Annex Wealth Management) is hosted by Anthony Mlachnik, a senior wealth ad...

Wealthyist E51 | Biohealth Boom, I-94 Dreams, and the Next Great Wealth Transfer with Waukesha County Business Alliance's Amanda Payne

February 06, 2026 2:41pm 32 min

In this episode of Wealthyist, host Anthony Mlachnik, a senior wealth advisor at Annex Wealth Management, sits down with Amanda Payne, President and CEO of the Waukesha County Business Alliance (the local Chamber of Comm...

Wealthyist E50 | More Than A Check: How Wealthy Are Rolling Up Their Sleeves With The United Way

January 30, 2026 2:52pm 30 min

In this engaging episode of Wealthyist, hosted by Anthony Mlachnik (Senior Wealth Advisor at Annex Private Client), he interviews Karissa Gretebeck, Manager of Volunteer Engagement at United Way in Greater Milwaukee and ...

Wealthyist E49 | The Sell-Side Secret: How Investment Bankers Could Multiply Your Exit with Steve Sprindis

January 26, 2026 12:24pm 30 min

This episode focuses on the realities of selling a business, especially in the lower middle market (businesses under ~$200M in revenue). Here's a breakdown of the main points Steve covers:Role of an Investment Banker (Se...

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