Success That Lasts

Success doesn’t always feel like success, and when it looks like you’ve ‘made it’ to the rest of the world, you can be left feeling like there’s still so much to do – but without a clear direction or plan. On the Success that Lasts podcast, hosted by Jared Siegel, we're going behind the scenes with business owners, real estate investors, and industry consultants to deconstruct the complicated topic of success. We'll be exploring questions, strategies and experiences that help create clarity and confidence surrounding your financial decisions. The content of this podcast is published in the United States of America and persons who access it agree to do so in accordance with applicable U.S. law. Delap Wealth Advisory LLC is wholly-owned subsidiary of Delap LLP. Jared Siegel is a partner in Delap LLP and is hosting the show in his capacity as a partner in Delap LLP. All opinions expressed by Jared Siegel on this podcast and on the show are solely Siegel's opinions and do not reflect the opinions of Delap LLP or its affiliates, and may have been previously disseminated by Siegel or the firm on another medium. You should not treat any opinion expressed by Siegel as a specific inducement to make a particular investment, decision or follow a particular strategy, but only as an expression of his opinion. Siegel’s opinions are based upon information he considers reliable, but neither Delap LLP nor its affiliates and/or subsidiaries warrant its completeness or accuracy, and it should not be relied upon as such. Siegel, Delap LLP, its affiliates and/or subsidiaries are not under any obligation to update or correct any information provided on this podcast. Siegel’s statements and opinions are subject to change without notice. No part of Siegel’s compensation from Delap LLP is related to the specific opinions he expresses.

Investing
Business
1
Skill vs. Luck
In this solo episode of Success That Lasts, Jared Siegel discusses the power narratives hold over us when making financial decisions, and how to think more empirically.
12 min
2
Vanguard: What's the Value of an Advisor? with ...
Michael DiJoseph, CFA joins Jared Siegel to discuss the value of an advisor.
38 min
3
Borrowed From Your Grandchildren with Dennis T....
Dennis T. Jaffe, Ph.D joins Jared Siegel to share insights from his book Borrowed from Your Grandchildren about how large, long-lasting business families succeed across generations.
29 min
4
After Tax Investment Returns with Nathan Sosner
Nathan Sosner, national thought leader and Principal at AQR Capital Management, joins Jared Siegel to discuss the importance of tax efficiency.
36 min
5
Financial Capital Is Like Dynamite
In this solo episode of Success That Lasts, Jared Siegel unpacks structural capital and related topics.
16 min
6
Harmonizing Real Wealth
In this solo episode of Success That Lasts, Jared Siegel discusses the concepts of harmony and balance.
13 min
7
Growth Amid Loss
In this solo episode of Success That Lasts, Jared Siegel discusses the normal path for progress in economics and markets.
6 min
8
Status Games
In this solo episode of Success that Lasts, Jared Siegel explores status games.
13 min
9
Framing Decisions Appropriately
In this solo episode of Success That Lasts, Jared Siegel discusses why outcome bias works against us.
14 min
10
Trying to Predict the Market? Flip a Coin
In this solo episode of Success That Lasts, Jared Siegel discusses why diversification is the key to reducing investment risks.
8 min
11
Finance 101 with Larry Swedroe
Larry Swedroe, Principal and Director of Research at Buckingham Family of Financial Services, shares the peer-reviewed empirical data that informs his strongest convictions.
57 min
12
Career Lessons with Diane Paddison
Diane Paddison, founder of 4Word, joins Jared Siegel to discuss her career journey, preparing children for the working world, and 4Word’s mission.
36 min
13
Family Engagement Plans with Ken Weigel
Ken Weigel returns in this two part episode of Success That Lasts to discuss family engagement planning and the positive impacts it can have, with Jared Siegel.
22 min
14
Mora: A Purposeful Pause with Ken Weigel
Ken Weigel, Strategic Advisor at The Bible Project and The Contingent, joins Jared Siegel to discuss the Mora exercise, and many of its benefits.
17 min
15
Preparing Heirs
In this solo episode of Success That Lasts, Jared Siegel discusses how families can prepare their heirs for wealth.
14 min
16
Starting Lines & Finish Lines
In this solo episode of Success That Lasts, Jared Siegel shares a heuristic technique that eases the cognitive load of decision-making.
6 min
17
Is Now a Bad Time to Invest?
In this solo episode of Success That Lasts, Jared Siegel discusses whether people should consider investing in the stock market at this point in time.
5 min
18
Proposed Tax Changes for 2022
In this solo episode of Success That Lasts, Jared Siegel discusses the recently proposed tax changes for 2022.
10 min
19
[Replay] Financial Psychology with Moira Somers
Enjoy this favorite interview with Moira Somers from the archive discussing the power of financial literacy and the impact of wealth on our psyche and behaviors.
37 min
20
Success That Lasts, and What That Entails
In this solo episode of Success That Lasts, Jared Siegel discusses what defines success.
6 min
21
Non US Investments? Average Returns? Rising Ra...
In this solo episode of Success That Lasts, Jared Siegel answers questions about investing outside the US, stock market returns, and stock market performance after rising interest rates.
10 min
22
Economic Mirage
In this solo episode of Success That Lasts, Jared Siegel talks about the misconceptions and false expectations people have about economics.
20 min
23
Unpacking Communication, Mentorship and Leaders...
Dick Clark, CEO at The Portland Clinic, joins Jared Siegel today to share his insights on communication, mentorship and leadership as a lifelong learner and avid reader with 40 years of work experience.
34 min
24
Dividends and Tax Policy Changes - What You Nee...
In this episode of Success That Lasts, Jared Siegel is answering questions that come up again and again amongst Delap clients. Find out whether or not you should focus your portfolio on dividend paying stocks, and how to really think about the implications of tax policy changes on your portfolio.
10 min
25
Qualitative Capital & Resilient Families
In this solo episode of Success That Lasts, Jared Siegel talks about qualitative capital, and how we can combat the three-generation cycle of families’ failure to prosper.
11 min