Estate Planning Made Simple: Where to Start and Why It Matters (Ep. 4)

In this episode, Sam Diarbakerly talks with Jason Whitney, President of Whitney Pension Associates, about what really goes into building a smart retirement plan and why it matters more than people realize.

Phil Huber, Head of Portfolio Solutions at Cliffwater, joins the G360 Wealth Podcast to break down how private equity and credit can become practical investments for more than just the ultra-wealthy.

In this episode, Rex Berger, Private Wealth Advisor of Generation Capital Advisors, sits down with Steve Kolano, Chief Investment Officer at Integrated Partners, to break down the realities of public versus private investing, why simplification beats complexity, and how private markets are evolving. Together, they unpack what it takes to construct portfolios designed to last for generations.