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.
Estate attorney Ritesh Patel of Cohen Pollock Merlin & Turner joins host Zach Morris to explain what really happens during probate – and why understanding the process can help families avoid costly mistakes.
They break down the executor’s role, common causes of probate delays, strategies to minimize complications, and when trusts, beneficiary designations, or joint ownership may (or may not) make sense. Ritesh also shares practical insights on protecting heirs, avoiding unintended estate planning consequences, tax considerations after a loved one’s passing, and why online estate planning tools and AI-generated legal guidance can create more problems than they solve.
Connect With Ritesh Email /// Website Phone: 770-857-4812
Download “Retirement By Design”: https://bit.ly/RetirmentByDesignCRT
Learn About Paces Ferry Wealth Advisors: https://bit.ly/AboutUsct
