Our guests range from estate attorneys and CPAs to retirement coaches, psychologists, eldercare consultants, and cybersecurity experts. Some work directly with financial portfolios. Others impact wealth in more personal, less obvious ways — helping individuals navigate transitions, protect their legacy, and plan for the “what ifs.” This isn’t just another financial podcast. These are real conversations with professionals who usually work behind closed doors — giving you access to insights, experiences, and stories that rarely make it into the mainstream. Whether you’re nearing retirement or advising those who are, Wealth Beyond Work is your window into the strategies and the people helping to shape a more thoughtful, resilient, and human approach to wealth. Subscribe to learn what true wealth planning really looks like — beyond the spreadsheets.