Month: July 2023
Revolutionizing Estate Planning: AI, Digital Assets, and Beyond with Rilus Dana (Ep. 46)

Revolutionizing Estate Planning: AI, Digital Assets, and Beyond with Rilus Dana (Ep. 46)

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Estate planning has changed over the years, from writing client information on paper and filing it to sending emails and having meetings online. 

Artificial intelligence (AI) is looking to take the next step in estate planning and change how the next generation will interact with their estate planners.

In this episode, Brent Mekosh speaks with Rilus Dana, an estate planning attorney at Rilus Law, about how AI will be incorporated into digital asset planning and creating estate plans for the next generation. Rilus shares his experience as a lawyer while revealing how estate planning and client communication have switched with the rise of technology and how it will continue to evolve.

Rilus discusses:

  • What estate planning looked like when he first became a lawyer in the early 2000s
  • Ways his generation understands and uses technology
  • The importance of creating a plan for digital assets as well as physical assets
  • Reasons the human element will always be necessary with the rise of AI 
  • And more!

Connect with Rilus Dana:

Connect with Brent Mekosh:

About Our Guest:

Rilus Dana is a sixth-generation native of Arizona and received a degree in business management from Arizona State University, all while working part-time as an estate planning law clerk for his dad. With over two decades of experience in the industry, Rilus recognizes that clients are busy and want a legal plan that just works and is easy to understand.

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Stakeholders Versus Shareholders: The Politics and Economics of ESG with Matt Cole (Ep. 45)

Stakeholders Versus Shareholders: The Politics and Economics of ESG with Matt Cole (Ep. 45)

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A few years ago, investors wanted to make sure their investments were in companies focused on positive environmental, social, and governmental (ESG) efforts. Today, that term has become politically charged, causing investors to shift their views.

In this episode, Brent Mekosh speaks with Matt Cole, the CEO and CIO of Strive, about ESG investing and how it shifted from one of the most important factors to a hot-button issue for investors and individuals. 

Listen in as Matt explores the difference between the public’s view of the term ESG compared to its role in investment planning and the reasons ESG investing will likely continue without any label.

Matt discusses:

  • How the shift between shareholder capitalism and stakeholder capitalism impacted investment planning for businesses
  • The importance of having values that allow investments to adapt to an increased need for profit
  • How the politicization of ESG has shifted investors away from the term while maintaining their values
  • Ways Strive continues to differentiate itself from other businesses without competition
  • And more!

Resources:

Connect with Matt Cole:

Connect with Brent Mekosh:

About Our Guest:

Matt Cole is the Chief Executive Officer and Chief Investment Officer of Strive. He’s also the Portfolio Manager for Strive’s existing passive equity ETFs and will be the lead portfolio manager of the firm’s upcoming actively managed Fixed Income ETFs. 

Before joining Strive, Matt was a portfolio manager at CalPERS, where he oversaw more than $70 billion in actively managed and beta replicating fixed income portfolios. 

During his 16 years at CalPERS, the actively managed portfolios Matt directed were among the best performing in the investment industry and did not underperform their benchmark in any single year.

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