Wealth Beyond Work Podcast
A podcast exploring the people and strategies behind meaningful wealth.
Wealth Beyond Work is a podcast that goes beyond the numbers — offering candid, behind-the-scenes conversations with professionals who shape, safeguard, and support the lives of high-net-worth individuals and families.
Hosted by Zach Morris, founder of Paces Ferry Wealth Advisors, each episode explores a different angle of wealth, from technical strategies to the personal decisions that define a meaningful retirement.
Our guests range from estate attorneys and CPAs to retirement coaches, psychologists, eldercare consultants, and cybersecurity experts. Some work directly with financial portfolios.
Wealth Beyond Work is a podcast that goes beyond the numbers — offering candid, behind-the-scenes conversations with professionals who shape, safeguard, and support the lives of high-net-worth individuals and families.
Hosted by Zach Morris, founder of Paces Ferry Wealth Advisors, each episode explores a different angle of wealth, from technical strategies to the personal decisions that define a meaningful retirement.
Our guests range from estate attorneys and CPAs to retirement coaches, psychologists, eldercare consultants, and cybersecurity experts. Some work directly with financial portfolios. Others impact wealth in more personal, less obvious ways — helping individuals navigate transitions, protect their legacy, and plan for the “what ifs.” This isn’t just another financial podcast.
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Wealth Beyond Work is a podcast that goes beyond the numbers — offering candid, behind-the-scenes conversations with professionals who shape, safeguard, and support the lives of high-net-worth individuals and families. Hosted by Zach Morris, founder of Paces Ferry Wealth Advisors, each episode explores a different angle of wealth, from technical strategies to the personal decisions that define a meaningful retirement.
Planning for a loved one with special needs goes far beyond setting money aside. In this episode, Zach Morris sits down with Adam Earl of National Care Advisors to break down how special needs trusts work – and what can go wrong if they’re not structured properly.
They explore how to protect access to critical public benefits, the true lifetime cost of care, and why trustees need more than good intentions. This conversation highlights the hidden complexities families often overlook and how thoughtful planning can make a lasting difference in care and quality of life.
Contact National Care Advisors: (800) 652-7404
Email our guest Adam Earl: aearl@nationalcareadvisors.com
Download “Retirement By Design”: https://info.pacesferrywealth.com/wbw
Learn about Paces Ferry Wealth Advisors: https://info.pacesferrywealth.com/learn-about-us
