Kiplinger's Jacob Schroeder on who really wins the Great Wealth Transfer, why $5M doesn't buy retirement confidence, and how RIAs build trust with content.

Paul Zimmermann of Matick Auto Group returns to talk Chevy Dealer of the Year, a new two-story car wash, EV market shifts, and hiring for emotional intelligence.

Former NFL kicker Jay Feely joins In The Harbor to talk about his transition from professional football to running for Arizona's 1st Congressional District.

Josh Venable, CEO of reCap, shares how his company converts yard debris into carbon-negative biochar, saving local governments millions while locking carbon away for 1,000+ years.

Rich Consul returns to In The Harbor for his second appearance on the show. In this episode, Rich and Jason Johns sit down for a wide-ranging conversation about the current state of the markets. They cover what's moving, what's worth paying attention to, and how investors should be thinking about the landscape right no

Former Blackstone Chief Strategist Joe Zidle on Why AI Spending Is Inflationary, Not Deflationary In the Harbor | Episode 32 featuring Joe Zidle Joe Zidle spent nearly eight years as Chief Investment Strategist at Blackstone's Private Wealth Solutions business, working alongside Byron Wien before succeeding him. Before that: Richard Bernstein Advisors, Merrill Lynch, Ned Davis Research, and a start in U.S. Army military intelligence. Now he runs Zidle Macro Strategy Group, his own independent investment strategy firm, built with a team of AI agents doing the work his old research desks used to do. What we cover: His non-linear path from the Army Reserves to Blackstone's boardrooms, and the career advice he'd give anyone trying to get a seat at the table Why the AI buildout is proving inflationary instead of deflationary, and what that means for Fed policy in 2026 Three left-tail risks for the AI trade: labor-intensive CapEx, the fallout from Anthropic's export restrictions, and Elon Musk's data-centers-in-space timeline The shift from AI "builders" to AI "adopters," and why the SaaS pullback is only getting started Why he thinks "this time is different" almost never holds up historically, and where AI might be the exception What happens to 125 million production and services workers if Optimus-style robots scale Private credit, the most overrated economic indicator, and his biggest market call gone wrong  Joe also breaks down the three pillars of his new firm: senior advisory for GPs, outsourced CIO work for RIAs and multifamily offices, and his subscription macro research newsletter.

Paul Karger on What Actually Destroys Generational Wealth In the Harbor | Episode 31 featuring Paul Karger Most people assume bad investments are what wipe out family fortunes. They're wrong. In this episode of In the Harbor, we sit down with Paul Karger, co-founder of Twin Focus Capital Partners, a firm he launched 20 years ago with his twin brother to serve ultra-high-net-worth families. Paul has spent two decades watching generational wealth get built, preserved, and destroyed from within. What we cover: Why family dysfunction, not market crashes, is the #1 killer of generational wealth The tax and policy dynamics driving wealthy families out of Massachusetts Why Paul is skeptical of private equity and private credit in today's market How training Muay Thai and jiu-jitsu shaped his approach to running a firm What he's building and hiring for as AI reshapes wealth management Paul Karger is the co-founder and Managing Partner of Twin Focus Capital Partners, a boutique wealth management firm serving ultra-high-net-worth families.

Susan Frew on Using AI to Grow, Compete & Future-Proof Your Business In the Harbor | Episode 30 featuring Susan Frew What does it actually take to use AI without losing what makes your business human? Susan Frew, Google AI Certified keynote speaker, former Fortune 20 international VP, and INC 5000 CEO, breaks down how to implement AI in ways that actually work for small and mid-size businesses, not just Silicon Valley giants. Susan has scaled multimillion-dollar companies, trained thousands of leaders in practical AI adoption, and helped organizations uncover hundreds of thousands in hidden savings through AI-driven strategies. Her approach is hands-on, no-nonsense, and built for real teams doing real work. In this episode we cover: → Why AI won't take your job, but someone using AI might → The Pilot → Measure → Scale framework for rolling out AI without the chaos → How Susan helped one company save $133K on overtime and another eliminate $300K in late fees using custom GPTs → Mapping your Business DNA: History, Habits, Tech Stack, and People → Where to start with AI if you're overwhelmed or skeptical → The ethics and guardrails every business needs before going all-in Whether you're a business owner, operator, or just trying to figure out where AI fits without replacing your people, this one's a must-listen.

How a $20 Billion RIA Thinks About Fees, Taxes & Real Risk | Jordan Kienzle, Baker Street In the Harbor | Episode 29 featuring Jordan Kienzle What does it actually take to grow a $20 billion independent RIA? Jordan Kienzle, Partner and Chair of the Investment Committee at Baker Street Advisors, pulls back the curtain on how fiduciary wealth management really works — and why most investors are quietly losing money to fees and taxes they don't even know they're paying. Jordan managed hundreds of millions for retirees at U.S. Bank during the 2008 financial crisis at age 22. That formative experience shaped everything: his view of risk, client psychology, and what alignment really means in wealth management. In this episode we cover: → Why Baker Street grew from $6B to $20B in a decade → The "two silent killers" eating your portfolio: fees and taxes → How to think about alternatives without getting burned → Managing concentrated stock positions for ultra-high-net-worth clients → Why secondary strategies are outperforming right now → The biggest market misconception investors have today Whether you're an advisor, investor, or just trying to understand how the best RIAs think — this one's worth your full attention.