The Episodes
Tax Credits Demystified with John Carson: How High Net Worth Investors Can Use Tax Credits to Pay Less Tax
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[...]
AI, Explained Simply: What It Is, How It Works, and What People Get Wrong
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[...]
The Hidden Cost of Early Retirement: Understanding the Pre-Medicare Insurance Gap
Retiring in 2026: How to Navigate Taxes, Healthcare, and Income With Confidence
In this crossover episode from our YouTube channel, Zach Morris breaks down how smart tax planning, strategic IRA withdrawals, and Social Security claiming decisions can dramatically impact your retirement income. He walks[...]
Beyond the Nest Egg: Joe Casey on Purpose, Identity, and Life After Work
Strategic Philanthropy and the Power of Purpose with Leslie Pine
In this episode, Zach Morris sits down with Leslie Pine, CEO of The Philanthropic Initiative (TPI), to explore what strategic philanthropy looks like in practice. Leslie shares insights from TPI’s work helping[...]
Beyond Antivirus: The Hidden Cyber Risks Targeting High-Net-Worth Families at Home
High-net-worth families are facing a new generation of targeted cyber threats—and traditional antivirus tools aren’t enough. In this episode, Zach Morris sits down with Kerry Terry and Sarah Rosen of BlackCloak to break down how sophisticated attackers identify[...]
A Practical Guide to Donor-Advised Funds for Modern Philanthropy
In this YouTube crossover episode, host Zach Morris of Paces Ferry Wealth Advisors breaks down how donor-advised funds work and why they have become a leading tool for efficient charitable giving. He[...]
Trusts Demystified: When You Actually Need One — with Ritesh Patel
Estate attorney Ritesh Patel of Cohen Pollock Merlin & Turner joins host Zach Morris to clarify when a trust truly makes sense—and when it doesn’t. We cover revocable living trusts for probate[...]
Navigating the Transition: Choosing the Best Senior Living Option
In this episode of Wealth Beyond Work, host Zach Morris speaks with Tara Schramm of Assisted Living Locators about one of the most challenging decisions families face — when and how to transition a loved[...]
Avoiding Estate Planning Pitfalls with Cumberland Trust’s Insights
In this episode of Wealth Beyond Work, host Zach Morris speaks with Shelly Donaldson of Cumberland Trust to unpack one of the most misunderstood areas of estate planning: the critical roles of[...]
Charitable Remainder Trusts: Stretching Your IRA Beyond 10 Years
The Secure Act ended the “Stretch IRA” for most heirs, but a Charitable Remainder Trust can provide a powerful alternative. In this episode, Zach Morris and estate attorney Ritesh Patel explore how[...]