The Episodes

Retirement coach Joe Casey joins host Zach Morris to explore what truly drives fulfillment after leaving full-time work. Drawing on decades of executive coaching and gerontology research, Joe outlines the four core pillars—health, relationships, lifelong learning,[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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[...]

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[...]