Your Active Wealth
Your Active Wealth

Your Active Wealth

BNY Wealth

Overview
Episodes

Details

Is your wealth strategy supporting your long-term goals? Welcome to Your Active Wealth with BNY Wealth: A podcast with the experts who lead our firm – and our industry – bringing you thematic and timely conversations on how to grow, manage and protect your wealth, and insights on how to confidently navigate the unpredictable and unexpected.

Recent Episodes

Policy Breakdown and Opportunities in 2026
DEC 18, 2025
Policy Breakdown and Opportunities in 2026
Alicia Levine and Dan Clifton on 2026: consumer refunds, deregulation, Fed cuts, tariffs and midterm dynamics—why policy could turn headwinds into tailwinds for growth and earnings.
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25 MIN
New 2025 Tax Rules for Business Owners
NOV 10, 2025
New 2025 Tax Rules for Business Owners
Terry Sylvester Charron, head of investment advisory and planning solutions, and Jere Doyle, senior wealth strategist, unpack changes to Qualified Small Business Stock as result of OBBBA.
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14 MIN
Master Cash Management
SEP 25, 2025
Master Cash Management
Scott Lillis, regional president, Mid-Atlantic Region, and Lynda Ly, private banking manager, explain our strategic cash management framework.
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16 MIN
2025 Tax Changes: What's New?
AUG 21, 2025
2025 Tax Changes: What's New?
BNY Wealth experts, Jere Doyle, senior wealth strategist, and Lesley Holland, regional director of portfolio management, provide valuable insights on tax and investment planning for 2025.
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19 MIN
Mastering the Sale
JUL 8, 2025
Mastering the Sale
Alex Murray, market president of Newport Beach, and Boryana Zamanoff, senior wealth strategist, break down key insights from our report, Mastering the Sale.
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34 MIN