Jordan Kienzle on How a $20 Billion RIA Thinks About Fees & Risk | In The Harbor #29

Jordan Kienzle on How a $20 Billion RIA Thinks About Fees & Risk | In The Harbor #29

Send us Fan Mail [https://www.buzzsprout.com/2468098/fan_mail/new] 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. 🔔 Subscribe for bi-weekly conversations with top wealth managers, RIA leaders, and investment thinkers. ———————————————————— 🎙 IN THE HARBOR PODCAST Hosted by Jason Johns & Sean Ritchlin New episodes every two weeks. ———————————————————— #WealthManagement #RIA #FinancialAdvisor #Investing #PrivateEquity #AlternativeInvestments #FinancialPlanning #TaxStrategy #BakerStreetAdvisors #intheharbor  ⚓️ Find us In The Harbor Where sports, leisure, and finance come together — from the rink to the markets and everywhere in between. 🎙 Subscribe, follow, and join the conversation:  📸 Instagram & TikTok → @intheharborpod 💼 LinkedIn → Rock Harbor LLC 🐦 X & 📺 YouTube → @InTheHarborPod #InTheHarbor #Podcast #Finance #Sports #Leisure #RockHarbor #FinancialAdvisors #Investing

Daniel Gadala-Maria on Leaving Academia for Craft Beer & Reinvention | In The Harbor #28

Send us Fan Mail [https://www.buzzsprout.com/2468098/fan_mail/new] What happens when a Princeton and Yale-trained scientist walks away from academia to pursue craft beer full time? In this episode of In The Harbor, Jason Johns and Mackey Daniel sit down with brewer and scientist Daniel Gadala-Maria of Kills Boro Brewing to explore one of the most fascinating career pivots we’ve covered on the show. Daniel shares how his background studying yeast and computational biology unexpectedly became the perfect foundation for a career in brewing, why he left the traditional academic path behind, and how curiosity, mentorship, and passion shaped the transition.  The conversation dives deep into the science of brewing, yeast management, Czech lagers, beer innovation, and the evolving trends reshaping the craft beer industry. Daniel explains why consistency matters more than creativity, how breweries are adapting to changing consumer habits, and why the future of craft beer may be more community-driven and inclusive than ever before.  They also discuss: *  The parallels between brewing, cooking, and scientific research  *  The rise of non-alcoholic and low-ABV beer trends  *  Cannabis terpenes, hops, and flavor chemistry  *  Why beer and food pairings are underrated  *  Lessons on career risk, reinvention, and trusting your instincts  Whether you’re a beer enthusiast, entrepreneur, scientist, or someone considering a major career pivot, this episode blends science, creativity, and business into a conversation that’s both thoughtful and surprisingly relatable.  ⚓️ Find us In The Harbor Where sports, leisure, and finance come together — from the rink to the markets and everywhere in between. 🎙 Subscribe, follow, and join the conversation:  📸 Instagram & TikTok → @intheharborpod 💼 LinkedIn → Rock Harbor LLC 🐦 X & 📺 YouTube → @InTheHarborPod #InTheHarbor #Podcast #Finance #Sports #Leisure #RockHarbor #FinancialAdvisors #Investing

Alex Blume on Bitcoin ETFs, Crypto Portfolios & Institutional Adoption | In The Harbor #27

Send us Fan Mail [https://www.buzzsprout.com/2468098/fan_mail/new] Bitcoin has gone from fringe experiment to institutional asset, but where does it actually fit in a portfolio? Jason Johns and Sean Ritchlin sit down with Alex Blume, Co-Founder and CEO of Two Prime, to discuss Bitcoin, crypto ETFs, portfolio construction, custody, institutional adoption, regulation, and risk-managed digital asset exposure. Alex shares how his time in the Peace Corps in Panama helped him understand Bitcoin’s early use case, why the narrative around Bitcoin has changed, and what advisors and investors should know before allocating to crypto. They cover Bitcoin ETFs, Bitcoin-backed lending, stablecoins, tokenization, Ethereum, Solana, Hyperliquid, and the evolving U.S. regulatory environment. They also discuss Alex’s contrarian view on AI versus crypto and what chestnut farming taught him about patience and long-term building. Subscribe to In The Harbor for conversations at the intersection of finance, sports, leisure, business, and investing. Informational and educational only. Not investment, legal, tax, or financial advice. ⚓️ Find us In The Harbor Where sports, leisure, and finance come together — from the rink to the markets and everywhere in between. 🎙 Subscribe, follow, and join the conversation:  📸 Instagram & TikTok → @intheharborpod 💼 LinkedIn → Rock Harbor LLC 🐦 X & 📺 YouTube → @InTheHarborPod #InTheHarbor #Podcast #Finance #Sports #Leisure #RockHarbor #FinancialAdvisors #Investing

Spencer Jakab on AI Mania, GameStop & Why Investors Keep Getting Fooled | In The Harbor #26

Send us Fan Mail [https://www.buzzsprout.com/2468098/fan_mail/new] Spencer Jakab of The Wall Street Journal joins In The Harbor to break down AI mania, GameStop lessons, private credit risks, passive investing, and why smart investors keep getting fooled. Spencer writes the WSJ’s Markets A.M. newsletter and is the author of Heads I Win, Tails I Win and The Revolution That Wasn't: GameStop, Reddit, and the Fleecing of Small Investors. In this conversation, we discuss how bubbles form, why investors chase hype, whether AI stocks resemble past tech manias, the truth about meme stocks, how private credit is being sold to retail investors, and why passive investing still wins for most people. If you want to become a calmer, smarter investor and better understand how markets really work, this episode is for you. Topics Covered: * AI stocks and market hype  * GameStop and meme stock psychology  * Private credit risks and alternatives investing  * Passive investing vs active management  * Behavioral finance and investor mistakes  * Wall Street incentives  * How to think long term in noisy markets  🎙️ Subscribe to In The Harbor for more conversations where sports, leisure, and finance meet. #SpencerJakab #WallStreetJournal #Investing #AIStocks #GameStop #PrivateCredit #StockMarket #BehavioralFinance #PassiveInvesting ⚓️ Find us In The Harbor Where sports, leisure, and finance come together — from the rink to the markets and everywhere in between. 🎙 Subscribe, follow, and join the conversation:  📸 Instagram & TikTok → @intheharborpod 💼 LinkedIn → Rock Harbor LLC 🐦 X & 📺 YouTube → @InTheHarborPod #InTheHarbor #Podcast #Finance #Sports #Leisure #RockHarbor #FinancialAdvisors #Investing

Charlie Schaefer on Leaving Ralph Lauren to Build Greyson | In The Harbor #25

Send us Fan Mail [https://www.buzzsprout.com/2468098/fan_mail/new] What does it take to walk away from Ralph Lauren and build a brand from scratch? Charlie Schaefer, founder of Greyson Clothiers, joins In The Harbor to share the story behind one of the fastest-growing names in golf and lifestyle apparel. From redefining golf style to building a brand worn by players like Justin Thomas and Jon Rahm, Charlie breaks down how Greyson carved out a unique space at the intersection of performance and luxury. We dive into: * Why traditional golf apparel missed the mark * How Greyson built a premium brand from day one * The importance of identity, storytelling, and community * The role of athletes, partnerships, and positioning * Where golf—and golf culture—is heading next If you're interested in brand building, entrepreneurship, or the business behind modern lifestyle trends, this is one you won’t want to miss. ⚓️ Find us In The Harbor Where sports, leisure, and finance come together — from the rink to the markets and everywhere in between. 🎙 Subscribe, follow, and join the conversation:  📸 Instagram & TikTok → @intheharborpod 💼 LinkedIn → Rock Harbor LLC 🐦 X & 📺 YouTube → @InTheHarborPod #InTheHarbor #Podcast #Finance #Sports #Leisure #RockHarbor #FinancialAdvisors #Investing