Verdence Podcasts
Money. Markets. Mindset.

Fresh perspectives on markets, business, and the forces shaping wealth management.
Healthcare Investing: A Pulse Check with Matt Hellauer from PTX Capital

Alternate View

40:19

Ep 007 12-11-25

Healthcare Investing: A Pulse Check with Matt Hellauer from PTX Capital

Inflation, Spending & a Fed on Edge

Markets with Megan

Ep 112 01-14-26

Inflation, Spending & a Fed on Edge

05:22

Don Jones Turned Air Ambulance and Organ Transport a Multi-Million $$ Business

From the Ground Up

Ep 014 09-30-25

Don Jones Turned Air Ambulance and Organ Transport a Multi-Million $$ Business

59:58

Growing Wealth In Farmland Investing

Alternate View

Ep 006 09-17-25

Growing Wealth In Farmland Investing

40:56

2025 Recap: A Strange Year That Paid Off

Markets with Megan

Ep 111 01-05-26

2025 Recap: A Strange Year That Paid Off

05:31

Dillon Baxter is Switching the Plastic Narrative

From the Ground Up

Ep 013 08-28-25

Dillon Baxter is Switching the Plastic Narrative

45:53

What Is Mezzanine Capital? with Greg Barger from NewSpring Capital

Alternate View

Ep 005 05-08-25

What Is Mezzanine Capital? with Greg Barger from NewSpring Capital

40:15

Our 12 Days of Christmas Wishlist for Markets

Markets with Megan

Ep 110 12-22-25

Our 12 Days of Christmas Wishlist for Markets

04:50

Dennis Satyshur: Stories from Caves Valley, Golf Legends, and BMW's Return

From the Ground Up

Ep 012 07-29-25

Dennis Satyshur: Stories from Caves Valley, Golf Legends, and BMW's Return

65:37

Rethinking Structured Real Estate with Vik Uppal from Mavik Capital

Alternate View

Ep 004 01-16-25

Rethinking Structured Real Estate with Vik Uppal from Mavik Capital

38:46

Inflation Drops, Doubts Rise

Markets with Megan

Ep 109 12-18-25

Inflation Drops, Doubts Rise

02:11

Paul Palmieri: AI's Next Big Wave Investing in the Future

From the Ground Up

Ep 011 06-26-25

Paul Palmieri: AI's Next Big Wave Investing in the Future

73:10

Markets with Megan

Simplifying the numbers behind the economy turning complex data into clear, actionable insights for investors.

Show page View all episodes
Inflation, Spending & a Fed on Edge

05:22

Inflation, Spending & a Fed on Edge

Ep 112 01-14-26
2025 Recap: A Strange Year That Paid Off

05:31

2025 Recap: A Strange Year That Paid Off

Ep 111 01-05-26
Our 12 Days of Christmas Wishlist for Markets

04:50

Our 12 Days of Christmas Wishlist for Markets

Ep 110 12-22-25
Inflation Drops, Doubts Rise

02:11

Inflation Drops, Doubts Rise

Ep 109 12-18-25
Special Edition: Inside the FOMC - What Does it all Mean?

04:09

Special Edition: Inside the FOMC - What Does it all Mean?

Ep 108 12-18-25
Inside October Retail: Weak Headline, Strong Core

02:52

Inside October Retail: Weak Headline, Strong Core

Ep 107 12-17-25
What Slowing Job Growth Means For The Economy

02:22

What Slowing Job Growth Means For The Economy

Ep 106 12-17-25
Does This Rate Cut Send a Big Warning?

05:41

Does This Rate Cut Send a Big Warning?

Ep 105 12-10-25

From the Ground Up

Honest stories from founders and CEOs about the grit, risks, and resilience behind building and exiting.

Show page View all episodes
Don Jones Turned Air Ambulance and Organ Transport a Multi-Million $$ Business

59:58

Don Jones Turned Air Ambulance and Organ Transport a Multi-Million $$ Business

Ep 014 09-30-25
Dillon Baxter is Switching the Plastic Narrative

45:53

Dillon Baxter is Switching the Plastic Narrative

Ep 013 08-28-25
Dennis Satyshur: Stories from Caves Valley, Golf Legends, and BMW's Return

65:37

Dennis Satyshur: Stories from Caves Valley, Golf Legends, and BMW's Return

Ep 012 07-29-25
Paul Palmieri: AI's Next Big Wave Investing in the Future

73:10

Paul Palmieri: AI's Next Big Wave Investing in the Future

Ep 011 06-26-25
Cory Easton: How Confidio Founder Got 19 Offers & Nailed His Business Exit

48:04

Cory Easton: How Confidio Founder Got 19 Offers & Nailed His Business Exit

Ep 010 05-29-25
Dee Anna Sobczak: How to Scale a Business in a Competitive Industry

59:45

Dee Anna Sobczak: How to Scale a Business in a Competitive Industry

Ep 009 02-27-25
Mary Ann Scully Turned Big Dreams into Billions. How?

63:52

Mary Ann Scully Turned Big Dreams into Billions. How?

Ep 008 11-26-24
Chris Brandenburg: Taking a Tech Startup from Private to IPO

65:21

Chris Brandenburg: Taking a Tech Startup from Private to IPO

Ep 007 10-29-24

Alternate View

Candid conversations that reveal how private-market strategies work—and why they matter.

Show page View all episodes
Healthcare Investing: A Pulse Check with Matt Hellauer from PTX Capital

40:19

Healthcare Investing: A Pulse Check with Matt Hellauer from PTX Capital

Ep 007 12-11-25
Growing Wealth In Farmland Investing

40:56

Growing Wealth In Farmland Investing

Ep 006 09-17-25
What Is Mezzanine Capital? with Greg Barger from NewSpring Capital

40:15

What Is Mezzanine Capital? with Greg Barger from NewSpring Capital

Ep 005 05-08-25
Rethinking Structured Real Estate with Vik Uppal from Mavik Capital

38:46

Rethinking Structured Real Estate with Vik Uppal from Mavik Capital

Ep 004 01-16-25
Public vs Private Equity with Derrek Ransford from Pathway Capital

43:12

Public vs Private Equity with Derrek Ransford from Pathway Capital

Ep 003 11-14-24
Understanding Infrastructure's Role in Alternative Investments with Nick Moller from JP Morgan

42:57

Understanding Infrastructure's Role in Alternative Investments with Nick Moller from JP Morgan

Ep 002 08-14-24
All About Private Credit: With Guest Adam Hagfors from Silverview Credit Partners

28:44

All About Private Credit: With Guest Adam Hagfors from Silverview Credit Partners

Ep 001 03-18-24

Smart planning starts with a conversation.
Talk to a Verdence advisor.

Brian J. Grumbach CFP®, CIMA®

Partner