How to leverage a custodian's resources to goRIA

Episode 53

Recent episodes
  • Episode 52
  • Feb 11, 2026

goRIA with Johnny Hilbrant (aka "The PE Guy")

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.

goRIA with Johnny Hilbrant (aka "The PE Guy")
  • Episode 51
  • Jan 22, 2026

Talking college & crypto with Ric Edelman

Chuck catching up with industry icon, Ric Edelman, to talk about college, crypto, and, of course, an amazing origin story!

Talking college & crypto with Ric Edelman
  • Episode 50
  • Jan 06, 2026

RIA "Myth-Busting" with Elite Consulting's Frank LaRosa

Chuck catches up with industry thought leader Frank LaRosa, Founder & CEO of Elite Consulting Partners. Together, they unpack who should (and who should NOT) goRIA. If you know Frank, you know he never pulls his punches… literally or figuratively. This episode is a MUST LISTEN if you're thinking of going independent.

RIA "Myth-Busting" with Elite Consulting's Frank LaRosa
  • Episode 49
  • Nov 12, 2025

Morningstar initiates coverage of ALTS!

Chuck catches up with Laura Lutton, Head of Manager Research for Morningstar, to talk about their exciting new offering — coverage of ALTS and Semi-liquid funds.

Morningstar initiates coverage of ALTS!