In this satirical episode of goRIA, Chuck goes toe-to-toe with the one and only PE Guy — the viral finance parody persona who’s built a cult following roasting private equity bros and bragging about his role, his wifey, and “it’s decent” deal flow.
It starts off civil enough — a few laughs about zip codes, Lake Como vacations, and children's naming conventions... but soon The PE Guy launches his most ambitious pitch yet: “Chuck, sell Sovereign Financial to my PE shop.” Spoiler alert: Chuck holds firm. (Because no amount of humblebrags about substantial composite metrics can sway a fiduciary.)
Expect:
🔥 Deadpan satire that hits every PE-world trope
🤣 Chuck trying — and failing — to keep a straight face
💼 A mock negotiation that’s more comedy than capital
🎧 And one unforgettable line: “Due to my role…” (you’ll be saying it for days)
If you’ve ever wondered what happens when private equity swagger meets fiduciary skepticism, this episode delivers — with plenty of laughs and just the right amount of decent chaos.
Chuck sits down with Kelly Waltrich, Founder & CEO of Intention.ly, to unpack the marketing freedom that comes with going RIA — and why breaking away means finally building a brand that's actually yours.
When exploring your options for going RIA you have 2 paths... build your own, or, tuck into an existing platform. Both have their pros and cons. In this episode, Chuck catches up with Concurrent's CEO, Nate Lenz, to break it down...
Chuck talks with Schwab's Head of Enterprise Solutions Group, Julian Lopez, about their exciting new offering that helps advisors stand up their own RIA.
Chuck catching up with industry icon, Ric Edelman, to talk about college, crypto, and, of course, an amazing origin story!
