『Wealth Beyond Work』のカバーアート

Wealth Beyond Work

Wealth Beyond Work

著者： Zach Morris
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概要

 Wealth Beyond Work is a podcast that goes beyond the numbers — offering candid, behind-the-scenes conversations with professionals who shape, safeguard, and support the lives of high-net-worth individuals and families. Hosted by Zach Morris, founder of Paces Ferry Wealth Advisors, each episode explores a different angle of wealth, from technical strategies to the personal decisions that define a meaningful retirement.2025 マネジメント・リーダーシップ リーダーシップ 個人ファイナンス 経済学
エピソード
  • Tax Credits Demystified with John Carson: How High Net Worth Investors Can Use Tax Credits to Pay Less Tax

    Tax Credits Demystified with John Carson: How High Net Worth Investors Can Use Tax Credits to Pay Less Tax
    2026/02/27

    Tax credits can reduce what you owe dollar for dollar, and are increasingly accessible to high net worth investors seeking efficient tax strategies. CPA John Carson joins Zach Morris to break down how tax credits differ from deductions, how film credits are created and sold, and what documentation supports a clean and compliant transfer process. They also discuss how recent law changes expanded the transferability of federal renewable energy credits, making them more widely available and often simpler than traditional partnership-based structures.

    Contact John Carson: Phone: (404) 520-8826 Email: john@armaghcapital.com

    Learn how to work with Paces Ferry Wealth Advisors: https://info.pacesferrywealth.com/learn-about-us/

    Download our free guide "Retirement by Design": https://info.pacesferrywealth.com/wbw/
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    23 分
  • AI, Explained Simply: What It Is, How It Works, and What People Get Wrong

    AI, Explained Simply: What It Is, How It Works, and What People Get Wrong
    2026/02/06

    In this episode, Zach Morris and Jack Metzger break down the AI stack from the top: what "artificial intelligence" actually means, how machine learning and deep learning fit together, and why tools like ChatGPT are best understood as probability engines - not "thinking" machines.

    You'll also hear a clear explanation of hallucinations, the risk of model collapse as AI-generated content floods the web, and why compute (GPUs vs. TPUs) is shaping the competitive landscape - plus what the AI arms race could mean for markets, chips, and the Magnificent Seven.

    Download your free 20-page guide "Retirement by Design": https://bit.ly/4rB1Wz1

    Learn about Paces Ferry Wealth Advisors: https://bit.ly/4tnOSyR
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    42 分
  • The Hidden Cost of Early Retirement: Understanding the Pre-Medicare Insurance Gap

    The Hidden Cost of Early Retirement: Understanding the Pre-Medicare Insurance Gap
    2026/01/23

    Retiring before 65 can be financially achievable—until health insurance becomes the wildcard. Zach Morris sits down with Cole Craven of Move Health to break down the real options for early retirees: COBRA, Affordable Care Act (ACA) marketplace plans, retiree health coverage, off-marketplace private plans, and healthcare sharing programs. They unpack how income drives ACA subsidies through MAGI, why the 400% federal poverty level "cliff" matters, and how cost-share reductions can lower deductibles and out-of-pocket exposure. If you're within a few years of retirement, this episode helps you plan ahead with clarity.

    For your custom healthcare analysis, send an email to: connect@pacesferrywealth.com

    Learn more about PacesFerry Wealth Advisors: https://info.pacesferrywealth.com/learn-about-us

    Download "Retirement by Design": https://www.wealthbeyondwork.com/retirement
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    45 分
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