Registered Investment Advisor Podcast

When it comes to trust management, most firms focus on compliance—Members Trust focuses on relationships.
In this episode of The RIA Podcast Episode 225, Seth Greene interviews Ken Lako, President and CEO of Members Trust Company, who is a leader in trust and fiduciary services. With over 25 years of experience in law, investment management, and trust administration, Ken shares how Members Trust focuses on both growth and compliance, helping clients build and maintain their legacies. From working with RIAs to offering personalized solutions, Members Trust is dedicated to ensuring that every trust is managed with integrity, precision, and care.Listen to this insightful RIA episode with Ken Lako about Partnering with RIAs: The Members Trust Advantage.
Here is what to expect on this week’s show:

• Why compliance and legal risk management are now a major focus
• The unique role Members Trust plays in helping RIAs with trust management 
• The difference between working with Members Trust vs. bank trustees
• How Members Trust ensures a seamless, end-to-end trust management process
• Why accessibility and service are core to the Members Trust philosophy

Connect with Ken:
Website: https://www.memberstrust.com/
YouTube: https://www.youtube.com/channel/UCgjXfViodT8mKi5Z_f9wQcg
Instagram: https://www.instagram.com/memberstrustcompany/
LinkedIn: https://www.linkedin.com/company/members-trust-company/
Facebook: https://www.facebook.com/memberstrustcompany/

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Real estate investing doesn’t need to be slow, confusing, or local.

In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Yuval Golan, CEO and Founder of Waltz, a groundbreaking fintech-proptech platform that simplifies U.S. real estate investing—especially for foreign nationals. With experience working in 18 countries and living in 9, Yuval created Waltz to eliminate the red tape and delays that frustrate global investors trying to navigate the U.S. market. Today, Waltz offers a fully digital, end-to-end experience, covering entity formation, banking, lending, and closing, with over $300 million in applications processed so far.

Key Takeaways:

→ Why U.S. real estate is a “blue chip” investment for foreign nationals.

→ How Waltz turns complex transactions into a few digital clicks.

→ The three paths investors take to get started with Waltz.

→ Why Waltz is built on compliance-first infrastructure.

→ How Waltz partners with real estate agents, brokers, and family offices.

Yuval Golan is the Founder and CEO of Waltz, a Fintech-Proptech-Wealthtech startup simplifying how foreigners invest in, purchase, and manage U.S. residential real estate. His leadership has been recognized globally, with features in Bloomberg, Forbes, Yahoo Finance, The Washington Post, HousingWire, and more—garnering over 2.5 billion media impressions. He has also earned accolades including the 2024 Inman Best of Proptech, the Miami Israel Collective Community Recognition Award, and the FiNext Leadership Visionary Award.

With experience spanning operations that generated billions across 18 countries, Golan brings deep expertise in M&A, venture capital, leveraged buyouts, and global real estate investment. Previously CEO of Unique 1 Asia International, he has built a career in business development, finance, consulting, fundraising, and sales. A true global citizen, Golan holds a BS in Economics and Business, a Joint Executive MBA from Northwestern’s Kellogg School of Management and Peking University, and is fluent in multiple languages.

Connect With Yuval:

Website

Instagram

Facebook

LinkedIn

YouTube

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Venture capital is no longer just for the ultra-wealthy. Discover how a unique strategy is opening up exclusive investment opportunities to a wider audience.

In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Jeff Ransdell, Managing Director and Founding Partner at Fuel Venture Capital, who explains how his deep knowledge of the wealth management industry is helping to democratize access to high-value venture capital opportunities. Drawing on his experience at Merrill Lynch, Jeff discusses his shift into venture capital and why scarcity in investment opportunities is now crucial to success. Tune in to learn about the future of AI investments and how Fuel Venture Capital supports financial advisors and family offices in navigating these changing markets.

Key Takeaways:

→ How traditional financial services are evolving due to the rise of AI and technology.

→ The importance of scarcity in venture capital investments.

→ The role of AI in identifying the best investment opportunities.

→ How venture capital is changing and focusing on early-stage tech companies.

→ How venture capital is evolving in response to current global economic conditions.

With over 30 years of experience in wealth management, Jeff Ransdell has a deep understanding of the changing needs of financial advisors and their clients. As a former Managing Director at Merrill Lynch, he managed $130 billion in client assets. Now, as the founder of Fuel Venture Capital, Jeff helps financial advisors incorporate high-growth venture investments into their diversification strategies. Fuel connects Silicon Valley with Main Street, giving private clients access to transformative companies. Jeff leads discussions on the future of investing, private markets, and how AI will influence wealth management, providing solutions for next-generation investors.

Connect With Jeff:

Website

Instagram

Facebook

LinkedIn

Fuel Venture Capital LinkedIn

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Financial freedom isn’t a pipe dream—it’s a journey. In this episode, we dive into how women can take control of their financial futures, build wealth, and change the narrative.

In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Michelle Taylor, founder of Women in Wealth Initiative, who talks about her mission to empower women to build their financial futures. From overcoming personal finance challenges to creating a supportive community, Michelle shares her insights on how women can break free from limiting beliefs and take control of their financial well-being. Through her podcast Talk Wealthy to Me, Michelle brings in experts and provides actionable advice to help women achieve lasting financial success.

Key Takeaways:

→ The importance of educating yourself and taking control of your money.

→ Overcoming the misconception that women aren’t good with money.

→ The importance of creating a supportive community for women in finance.

→ Why protecting your wealth is just as important as growing it.

→ How to shift from a scarcity mindset to one of abundance.

Michelle Taylor is the founder of the Women in Wealth Initiative, a transformative platform dedicated to empowering women to take control of their financial futures. With over ten years of experience in financial services, Michelle is focused on closing the wealth gap by offering financial education and building a supportive community for women from all backgrounds. Whether business owners preparing for exit strategies or stay-at-home moms managing household budgets, Michelle’s initiative helps women define and pursue their version of financial success with confidence and clarity.

Connect With Michelle:

Instagram

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Learn how to preserve wealth across generations and understand the importance of family governance in making sure your legacy continues and prospers for many years.

In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Tom Rogerson, President and CEO of GenLeg Co., Inc. He is a leading expert in family governance and wealth preservation. With decades of experience in financial planning and estate management, Tom discusses the challenges wealthy families face in managing and preserving their wealth across generations. He emphasizes the importance of family unity, governance, and philanthropy in preserving wealth while fostering strong, responsible family dynamics. Learn why proactive family planning is crucial for avoiding the generational breakdown that can lead to wealth dissipation.

Key Takeaways:

→ How family wealth preservation isn’t just about financial assets.

→ Why high-net-worth families often lack trust and struggle working together.

→ The importance of starting family governance practices early.

→ Proactive family philanthropy can be an effective way to bring family members together.

→ It’s a misconception that wealth ensures family unity.

As a recognized leader and pioneer in family governance worldwide, Tom Rogerson utilizes his “7 Steps to Healthy Family Governance” to help families enhance communication, develop a philanthropic vision, plan for legacy, manage succession, and provide education. Tom integrates these key issues into a client’s comprehensive wealth management plan, helping to prepare the family for the wealth and the wealth for the family.

He brings over forty years of experience to the wealth management industry, where he has advised and educated families, helping them transfer significant assets—both tangible and intangible—from one generation to the next.

Connect With Tom:

Website

LinkedIn

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Pre-IPO investments present great growth opportunities, but how can you navigate this high-stakes market successfully?

In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Christine Healey, Founder of Healey Pre-IPO, who shares valuable insights into the complexities of pre-IPO trading, blending her experience in investment banking and brokerage. She emphasizes the growing need for professional guidance in the increasingly fragmented pre-IPO market and highlights the importance of building personal, trust-based relationships in the investment process. With her extensive global network and years of experience, Christine empowers clients to access and negotiate profitable pre-IPO deals through a personalized approach, ensuring the best opportunities for success.

Key Takeaways:

→ Discover the common pitfalls buyers face in the pre-IPO market.

→ How a personalized concierge service enhances the pre-IPO experience.

→ Why working with a professional in pre-IPO trading is crucial.

→ The risks and rewards of investing in pre-IPO companies.

→ Insights on how global networks can influence local pre-IPO deals.

Christine Healey is the founder of Healey Pre-IPO, a service dedicated to providing personalized, high-quality pre-IPO brokerage services. With over $600 million in closed pre-IPO transactions, Christine has built a reputation for success in both the U.S. and APAC markets, including two years of experience working in Hong Kong. Her impressive career includes serving as a Portfolio Manager at Destiny (NYSE:DXYZ) and Senior Director at Forge (NYSE:FRGE), following her roles as an Investment Banker at Credit Suisse and Jefferies. A University of Chicago alumnus, Christine also boasts an extensive global network, including individuals, funds, platforms, service providers, and brokers. Known for her ultra-motivated, detail-oriented approach, Christine’s focus is always on delivering superior client experiences with a personal touch, ensuring each transaction meets the highest standards of excellence.

Connect With Christine:

Website

LinkedIn

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If building and preserving wealth feels overwhelming, these insights are designed for ultra-high-net-worth families and corporate executives like you.

In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Gerasimos Efthimiatos, CEO of Chesapeake Asset Management, who shares his extensive experience in managing multi-asset portfolios for high-net-worth individuals and families. After 18 years in the hedge fund industry, Gerasimos now leads an innovative wealth management firm that focuses on both traditional securities and alternative investments. From offering customized wealth solutions for corporate executives to using strategic tax-aware investment strategies, Gerasimos and his team at Chesapeake help clients protect and grow their wealth across public and private markets.

Key Takeaways:

→ The importance of offering both traditional and alternative asset solutions.

→ Why alternative investments are crucial for ultra-high-net-worth families.

→ The key to differentiating a wealth management firm in a crowded market.

→ The rise of multi-asset portfolios and how to manage them effectively.

→ The role of sophisticated clients in helping shape investment offerings.

Gerasimos Efthimiatos is an investor and strategist with twenty years of experience investing in both public and private companies globally. He is CAM’s CEO and Managing Partner, where he oversees both direct and externally managed investments. Gerasimos has advised family offices, endowments, and foundations on asset allocation and investment selection, and has deep alternative investment domain expertise across private equity, hedge funds, and venture capital. Previously, Gerasimos held senior portfolio and risk manager roles in hedge funds, including as Partner at Habrok Capital Partners, an equity long/short fund based in London. He received a Master of Engineering from University of London’s Imperial College of Science, Technology, and Medicine and an MBA from Cornell University’s Johnson School of Management.

Connect With Gerasimos:

Website

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💡 From the Gridiron to Financial Guidance: How One
Former Athlete is Changing Lives in Underserved Communities

In this episode of Legacy Leaders, Katie Beth and Oliver sit down with Jazz Scott, a former
athlete turned financial advisor with a mission to elevate financial literacy
in underserved communities. Together, they explore the intersection of sports,
financial planning, and social impact, sharing valuable insights and practical
tips for listeners. Jazz draws from his powerful personal story and
professional journey to discuss overcoming financial illiteracy, supporting
young athletes, and empowering everyday people to build lasting legacies. This
episode is a must-listen for aspiring financial advisors, athletes, and anyone
passionate about using personal experience to create community change.

Key Takeaways:
● 🏈 Discipline Transfers: The discipline and preparation needed in sports
translates directly into success in financial planning.
● 🌱 Start Early, Stay Consistent: No matter your background or income, it’s
never too early or too late to start building your financial future.
● 💬 Financial Literacy Empowers: Teaching people how to manage what they
already have is just as important as helping them earn more.
● 🤝 Relatable Advisors Matter: Representation and relatability help break
down barriers of fear and distrust in financial conversations.
● 🚫 Block the Noise: Social media comparison can be misleading—focus on your
own path and financial goals.

Quotes from Jazz Scott:
● “You do a lot of beating on your body playing sports—here, you do a lot of
beating on your brain.”
● “If you have $5 to start saving with, it’s a great time to reach out to a
financial advisor.”
● “I want my legacy to be that Jazz was a person who helped people that were
overlooked—and broke the barriers for others to follow.”

🔗 Conclusion: Financial education is not just about numbers—it’s about empowering
people to dream, plan, and live fully. Jazz Scott is doing just that, one
client at a time.

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Discover how deep due diligence and strategic real estate investments can lead to long-term success and growth in the commercial market.

In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Paul Moore, Founder of Wellings Capital, who brings over two decades of experience in real estate investing, specializing in mobile home parks, self-storage, and more. Having transitioned from a tech writer at Microsoft to a successful investor, Paul now manages multiple funds, providing accredited investors with diversified opportunities. Paul shares his journey, lessons learned from failures, and insights into what it takes to make smart, long-term investments in today’s market.

Key Takeaways:

→ The difference between speculation and true investment principles.

→ Insights into the world of commercial real estate and its potential.

→ The key to driving value in commercial real estate.

→ Why diversified investments are critical for success in today’s economy.

→ The importance of due diligence when evaluating deals.

Paul Moore’s journey to success is anything but ordinary. After starting his career at Ford Motor Company, Paul co-founded a staffing firm and became a 2x finalist for Michigan Entrepreneur of the Year. After selling the company to a publicly traded firm, Paul discovered his passion for real estate. Over the years, he has founded multiple investment and development companies, appeared on HGTV, and successfully completed over 100 commercial and residential real estate investments and exits. Paul has contributed to Fox Business and The Real Estate Guys Radio, and is a regular contributor to BiggerPockets, where he regularly produces live video and blog content. As co-host of the popular wealth-building podcast How to Lose Money and a guest on more than 300 podcasts, Paul captivates audiences with actionable insights and relatable stories. A three-time real estate author, Paul’s latest books include Storing Up Profits: Capitalize on America’s Obsession with Stuff by Investing in Self-Storage (BiggerPockets Publishing, 2021) and The Perfect Investment: Create Enduring Wealth from the Historic Shift to Multifamily Housing – and have become must-reads for savvy
investors. Today, Paul serves as the Founder of Wellings Capital, a real estate private equity firm committed to helping investors achieve consistent, above-market returns. Wellings Capital raises money and awareness to combat human trafficking and rescue its victims, aligning business success with a higher purpose.

Connect With Paul:

Website

Facebook

LinkedIn

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Gold doesn’t need to sit in a vault — now it can be spent just like regular money!

In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Jeremy Cordon, Founder and CEO of Goldback Inc. He discusses an innovative solution for using gold as everyday currency. Jeremy explains how Goldback makes physical gold accessible, spendable, and practical for modern transactions, providing an inflation-proof way to protect and trade wealth. Learn how this unique product has quickly grown and what the future holds for Goldback in the world of finance.

Key Takeaways:

→ Why people wanted to be able to use gold for everyday transactions.

→ How Goldback operates, and its value compared to the spot price of gold.

→ How Goldback addresses the problem of inflation and offers a practical alternative to traditional money.

→ Why small businesses are adopting Goldback for payments.

→ How financial advisors can use Goldback to provide clients with a tangible, inflation-resistant investment.

Jeremy Cordon, Founder and CEO of Goldback Inc., is passionate about precious metals and sound money. During an internship at the Libertas Institute, he connected with Larry Hilton, which led to a role at the United Precious Metals Association (UPMA). There, he helped grow membership from 400 to 25,000. Jeremy later focused his efforts on creating Goldbacks—a physical gold currency designed to preserve wealth and strengthen local economies. Under his leadership, Goldbacks have expanded to multiple state series, empowering individuals and communities with a practical tool for financial stability.  

Connect With Jeremy:

• Website
• Instagram
•  TikTok
• X
• Facebook
• LinkedIn

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