Shows
Behind the Curtain FinanceHow AI Is Changing the Future of Financial Advice with Fernando San Martin (Ep. 21)AI gets talked about everywhere these days, but what does it actually look like when it becomes a practical tool for financial planning?
In this episode, Thomas Manetta welcomes Fernando San Martin, Senior Product Manager of Hazel by Altruist, for a conversation about the rapid changes taking place in financial planning. Fernando shares his journey from co-founding Thyme to joining Altruist, along with insights into how AI-powered tools are helping advisors uncover planning opportunities, save time, and deliver a better client experience.
Thomas and Fernando discuss:
How Hazel’s AI-powered tax planning tool identifies pla...
2026-06-0529 minBehind the Curtain FinanceBuilding a Private-bank-like Experience for Independent Advisors with Max Lane (Ep. 20)Holistic advice is becoming more common, but many clients still experience a gap between planning and actual implementation.
What happens when advisors can support not only investments, but also cash, lending, annuities, and other major financial decisions with a more connected client experience?
In this episode, Thomas Manetta talks with Max Lane, CEO of Flourish, about how independent advisors can broaden their value beyond portfolio management. They explore Flourish’s approach to cash accounts, mortgage and refinance solutions, annuity support, and AI-enabled execution tools. The conversation also focuses on helping advisors stay involved in major cl...
2026-05-0529 minBehind the Curtain FinanceAI Is Reshaping Financial Advisors’ Workflow and Client Relationships with Matt Halloran (Ep. 19)Staying efficient while maintaining strong client relationships is becoming more challenging for advisors.
How can technology reduce workload without losing the human connection that clients value most?documenting client conversations…
In this episode, Thomas Manetta speaks with Matt Halloran, Chief Evangelist at Zocks, about how AI is transforming the way advisors manage meetings, workflows, and client communication. They explore how tools that connect multiple systems can eliminate repetitive tasks and free up time. Matt also shares how advisors can turn client conversations into meaningful content and insights.
The conversation highlights how better prompts, sma...
2026-04-2833 minBehind the Curtain FinanceAI Is Coming for Financial Advice: What Advisors Need to Know with Alex Chalekian (Ep. 18)What happens when AI begins reshaping the financial advice industry faster than most advisors expect?
In this episode, Thomas Manetta sits down with Alex Chalekian, Founder and CEO of Lake Avenue Financial, to unpack a technology shift that may fundamentally change how advisors operate and how clients experience financial planning. Together, they explore the evolving role of technology and artificial intelligence in financial services and how new tools may reshape the way advisors serve clients.
Thomas and Alex discuss the ripple effects following the rollout of integrated tax planning tools within the Altruist ecosystem and w...
2026-03-1728 minBehind the Curtain FinanceWhen Success Becomes a Blind Spot: Losing a Major Client and Rebuilding with Guardrails (Ep. 17)What happens when a long-standing client relationship ends, and instead of devastation, you feel relief?
In this episode, Thomas Manetta opens up about losing one of his largest and longest-standing clients after more than a decade of working closely together. What initially looked like a professional setback became a powerful moment of reflection. Thomas shares how overextending himself for one relationship created blind spots in his business, strained his energy, and ultimately limited his ability to serve others at his highest level.
Thomas Manetta discusses:
The risks of becoming too concentrated in one client...
2026-03-1023 minBehind the Curtain FinanceThe Truth About AI Prospecting Tools with Joe Moss (Ep. 16)Marketing tools promise efficiency, but do they deliver authenticity?
Can technology replace the human connection that builds trust in financial advisory relationships?
In this episode, Thomas Manetta sits down with Joe Moss, founder of AdvisorTechBook, for a candid conversation about AI prospecting tools, the future of advisor technology, and the importance of staying human in an increasingly automated industry.
Joe shares his critical perspective on platforms like FINNY, why cold outreach often fails, and how advisors can use technology without sacrificing authenticity. They also explore Joe’s new platform, Skool, and his upcoming book...
2026-01-2723 minBehind the Curtain FinanceWhy Advisor Onboarding Is Broken and How Tech Is Changing the Game with John Finney, CFP® (Ep. 15)Most advisors do not lose prospects because of advice quality; they lose them because the process feels slow, confusing, or outdated before trust ever has a chance to form.
In this episode, Thomas Manetta sits down with John Finney, CFP®, Co-Founder of Overvue, to pull back the curtain on one of the most overlooked friction points in financial services: onboarding. Together, they explore how the way advisors gather information sets the tone for trust, confidence, and long-term relationships.
Thomas and John discuss:
Why onboarding is often the biggest hidden bottleneck in advisory firms
How o...
2025-12-3136 minBehind the Curtain FinanceAuthenticity, AI, and the Future of Advisory Growth (Ep. 14)This episode takes you inside the real shift that changed Thomas’s entire career.
After years inside legacy firms that prioritized sales over service, Thomas talks openly about what happened when he moved to Altruist and finally felt free to work in a way that matched his values. He shares the moment a long-time client noticed the change in him, how independent custodial support unlocked authentic advisory work, and why organic growth becomes possible when your platform is aligned with your purpose.
You will also hear how AI, advisor independence, and the future of custodial tech...
2025-11-2527 minBehind the Curtain FinanceHow FINNY Is Powering the Future of Organic Growth for Advisors with Eden Ovadia (Ep. 13)What if your next great client came from authentic connection, not acquisition?
In this episode, Thomas Manetta sits down with Eden Ovadia, CEO and Co-Founder of FINNY, a groundbreaking organic growth engine helping independent advisors attract clients without relying on mergers, acquisitions, or referral programs. Together, they unpack how technology, data, and authenticity can empower advisors to grow smarter, faster, and more meaningfully.
Thomas and Eden discuss:
How FINNY helps advisors build personalized, scalable prospecting campaigns
Why authentic communication outperforms generic AI-generated outreach
The compounding power of content and LinkedIn for long-term growth
How t...
2025-10-3034 minBehind the Curtain FinanceScaling Smarter: Technology, Clients, and Legacy (Ep. 12)Advisors frequently face the challenge of striking a balance between growth, independence, and client care.
How do you use technology to scale without losing your personal touch? How do you create a path for future generations of advisors while building your own legacy?
In this episode of Behind The Curtain Finance, Thomas Manetta reflects on his conversation with Jason Wenk of Altruist and explores how technology, independence, and long-term vision can reshape advisory practices. He shares his goals for scaling, the promise of AI-driven tools, and his vision of mentoring the next generation of advisors.
2025-10-1421 minBehind the Curtain FinanceBuilding the Future of Advice with Jason Wenk (Ep. 11)What happens when the infrastructure of financial services finally catches up to the modern world of cloud, APIs, and AI?
In this episode of Behind the Curtain Finance, host Thomas Manetta sits down with Jason Wenk, founder and CEO of Altruist, the first fully integrated digital custodian designed for independent advisors. Together, they explore how technology is reshaping financial services, from APIs and microservices to agent-based AI support like Hazel and paraplanners.
Thomas and Jason discuss:
Why legacy financial infrastructure holds advisors back, and how vertical integration changes the game
The role of APIs...
2025-09-2339 minBehind the Curtain FinanceThe Future of Custodianship: Transparency, Technology, and Trust (Ep. 10)What if the very institutions holding your money were competing against you?
In this episode of Behind the Curtain Finance, Thomas Manetta pulls back the curtain on the hidden conflicts of traditional Wall Street custodians and how a new era of transparency and technology is reshaping the way advisors and clients interact with their money.
Thomas discusses:
The history of custodianship, from banks in the Gilded Age to today’s RIAs
Why discount brokerages like Schwab and Fidelity disrupted the status quo
How independent custodians, such as Altruist, are removing conflicts of interest
The ro...
2025-09-0221 minBehind the Curtain FinanceWhy Estate Planning Can’t Wait (Ep. 9)When you think of estate planning, do visions of stuffy legal offices and endless paperwork come to mind? It’s time to change that.
In this episode, Thomas Manetta is here to change that perception. Drawing from years of firsthand experience, Thomas shares why estate planning isn’t just for the ultra-wealthy and why putting it off can lead to conflict, confusion, and costly legal battles. From sibling disputes to outdated trusts, he’s seen the ripple effects of poor planning. But thanks to new technologies and AI-powered tools, creating a legally sound estate plan is now simple...
2025-08-1921 minBehind the Curtain FinanceRethinking Taxes: How Year-Round Planning and AI Are Changing the Game (Ep. 8)What if taxes didn’t have to be so stressful?
This week, Thomas Manetta shares how real-time tax planning and new tech tools are transforming the advisor-client relationship. He also opens up about his own education journey and how AI is rewriting the rules, both in school and in finance.
From Holistiplan to ChatGPT, this episode uncovers how integrated planning is the future of financial services.
Thomas discusses:
How Holistiplan software enables year-round conversations that reduce tax-time stress
Why he requires three years of tax returns from every new client
How AI and...
2025-08-0515 minBehind the Curtain FinanceBuilding Trust First: The Real Foundation of Financial Planning (Ep. 7)Trust and alignment form the bedrock of effective financial planning, but how do you build these foundations with clients?
In this episode, Thomas Manetta shares his journey from traditional financial advisory roles to founding Manetta Wealth Management, where he prioritizes conflict-free and transparent client relationships. He explores the essential components of financial planning, emphasizing simplicity, transparency, and long-term client alignment.
Thomas discusses:
[00:04:00] The shift from product-pushing in institutional settings to alignment-focused, comprehensive advice as an independent advisor
[00:07:52] How trust, established through transparent investment planning, sets the tone for all other aspects of client relationships
[00:09:07...
2025-07-2223 minBehind the Curtain FinanceAuthenticity Over Automation (Ep. 6)AI may reshape financial services—but it will never replace empathy.
This week, Thomas J. Manetta shares how owning his firm redefined his identity, strengthened client bonds, and sparked a deeper purpose. With automation rising, it’s the human touch that sets advisors apart. This episode explores why genuine relationships are the future of advisory services.
Thomas discusses:
[00:07:53] How AI will streamline investment, tax, and estate planning, but cannot replace the emotional intelligence and advocacy of a human advisor
[00:02:42] The power of alignment—between advisor, client, and custodian—is a foundation for authentic and trust-bas...
2025-07-0820 minBehind the Curtain FinanceFrom Tragedy to Triumph: A Personal Tale of Financial Empowerment (Ep. 5)What does it mean to truly put clients first in the world of finance?
Thomas J. Manetta at Manetta Wealth Management shares a compelling story of steadfast commitment and authenticity in serving clients. This episode dives into how Thomas helped a client navigate financial betrayal and personal adversity, reinforcing the value of building genuine, long-term relationships in financial advising.
Thomas delves into:
[00:00:53] The challenges and rewards of rescuing a client from a toxic financial relationship
[00:09:55] Navigating personal tragedy alongside clients and the role of empathy in finance
[00:12:59] How the landscape of financial services is ev...
2025-07-0123 minBehind the Curtain FinanceBehind the Curtain: How Authentic Financial Advice Changes Lives (Ep. 4)What happens when life unexpectedly hands you the responsibility of managing finances for the first time?
Delve into an emotional story of trust, transformation, and resilience as Thomas Manetta shares a heartfelt account of his long-standing client relationship. After the passing of her husband, Thomas steps in to help a client who faced the daunting task of managing her estate and finances – something she had never done before.
Thomas Manetta discusses:
The deep-seated impact of personal connections in financial advising. [00:00:57]
How aligning interests and providing conflict-free advice can transform client relationships. [00:05:34]
Building trust with fa...
2025-06-2418 minBehind the Curtain FinanceThe Emotional Impact of Financial Decisions: A True Story (Ep. 3)What truly makes a financial advisor irreplaceable during life’s toughest times?
In this heart-touching episode of “Behind the Curtain Finance,” host Thomas Manetta shares the emotional journey of helping two sisters facing significant life challenges. Join Thomas as he navigates through complexities, offers empathy, and reshapes what it means to be a financial advisor today. Discover how Thomas turned a difficult situation into a bond of trust and transparency, underscoring the powerful impact of a truly client-first approach.
This is a must-listen for anyone who values genuine, conflict-free financial advice!
Thomas discusses:
Ho...
2025-06-1721 minBehind the Curtain FinanceBackground: Personal and Professional (Ep. 1)How do you know that you’re truly working for your clients and not just for a paycheck?
Join Thomas Manetta of Manetta Wealth Management as he takes you behind the scenes of financial advising without the smoke and mirrors. He shares his personal journey from trading floors to founding an independent advisory firm dedicated to conflict-free and client-first financial advice.
Thomas discusses:
The challenges and realizations that prompted his shift from traditional financial firms to independence [00:01:16]
The impact of real-world education and formal learning in shaping his advisory philosophy [00:03:09]
Key lessons and experiences fro...
2025-06-1022 minBehind the Curtain FinanceReflections on Ownership: Healing from the Past (Ep. 2)What happens when a financial advisor decides to break free from corporate constraints and prioritize client interests above all?
Thomas Manetta from Manetta Wealth Management takes you on his journey from the traditional financial world to independent advising, highlighting the cracks in the system that many clients may not even be aware of. Discover why he believes the independent Registered Investment Advisor (RIA) space, especially platforms like Altruist, can truly revolutionize client-advisor relationships by eliminating these conflicts.
Thomas discusses:
His encounter with a notorious non-compete [00:02:33]
The transformation when becoming a firm owner [00:13:29]
Real-life stories of...
2025-06-1025 minBehind the Curtain FinanceBehind the Curtain FinanceChoosing a financial advisor can be a daunting task, especially if you are not sure of the right questions to ask. The purpose of this podcast is to help you understand which questions are important to ask, why they are important and how the answers to these questions can help you find the right advisor who is interested in only one thing: protecting and defending you without any conflicts of interest.
2025-04-1400 min
Moda & LifeStyle con Raffaella ManettaRaffaella Manetta oggi andrà a condividere le fashion Tips di Milano Fashion Luxury TripMilano è tornata a brillare sulla scena internazionale grazie a Milano Fashion Luxury Trip, l'esclusivo evento creato da Ester La Uggi, tenutosi nella splendida cornice della Terrazza Martini. La serata ha celebrato l'eccellenza e il lusso contemporaneo, con la partecipazione di brand prestigiosi che hanno fuso moda, eleganza e stile in un'armonia perfetta.
La sfilata ha messo in luce brand di eccellenza, capaci di narrare storie uniche attraverso le loro collezioni. Easy Bikini Luxury ha esaltato la femminilità con capi originali, ispirati a porcellane preziose, e ha reinterpretato gli abiti da sposa, offrendo audaci varianti in nero e de...
2024-10-0905 min
Moda & LifeStyle con Raffaella ManettaRaffaella Manetta oggi condivide la storia del format televisivo Cortesie per gli Ospiti.Il programma delle Buone Maniere va in onda su Real Time dal 2005. Durante lo show, due coppie si sfidano nella preparazione di un pasto e nella creazione della mise en place.
Le coppie vengono presentate una alla volta, ognuna propone un menù con un titolo, spiegando la composizione e le scelte fatte. I partecipanti vengono seguiti durante i preparativi della mise en place all'organizzazione del menù per accogliere al meglio gli ospiti, giudici e l'altra coppia in sfida.
Quando i giudici arrivano a casa dell'ospitante, hanno qualche minuto per esplorare l'abitazione. Durante questo tempo, il gi...
2024-06-0604 min
Unresolved: A True Crime & Mystery PodcastThe Santa Rosa Hitchhiker Murders (Part Three)"The only way to connect this is if we have some kind of freak who travels the whole city."In 1975, a confidential FBI report - which was published the same year that a psychological profile was created for an unknown killer from Sonoma County - purported that the murders of hitchhikers from Santa Rosa were linked to at least eight others from the surrounding area.These eight additional murders, which spanned as far north as Yuba County and as far south as Monterey County, all unfolded at the same time as the Santa Rosa crimes and...
2021-01-1032 min
Unresolved: A True Crime & Mystery PodcastThe Santa Rosa Hitchhiker Murders (Part Two)"There are plenty of places to hide a body and I've no doubt there are some around we haven't found."Throughout 1973, detectives from California's Sonoma County would continue to investigate a bizarre string of deaths that had started the year prior. All of the victims were young women that were last seen hitchhiking in the area around Santa Rosa, Sonoma's largest city.That year, the discovery of four additional bodies would be reported, all of whom appeared to have been targeted by the same killer. As police struggled to figure out the identity of this supposed...
2020-12-2739 min
Unresolved: A True Crime & Mystery PodcastThe Santa Rosa Hitchhiker Murders (Part One)In the final days of 1972, a spotlight would begin to shine upon California's Sonoma County.That year, a handful of young women had gone missing or been murdered in the area around Sonoma's most populated city, Santa Rosa. All had reportedly been hitchhiking at the time of their disappearance or death, and a few were last seen getting into the cars of strangers. Decades later, police believe that there might have been a killer stalking these young victims throughout the area, whose identity remains unknown nearly five decades later...Part 1/5...
2020-12-2045 min
Unresolved: A True Crime & Mystery PodcastThe Acid KingIn July of 1984, a story originating from Long Island, New York began to make headlines throughout the world. The body of 17-year-old Gary Lauwers was found in a shallow grave in the Aztakea Woods, just outside of the sleepy harbor village of Northport. Police would quickly narrow in on the person they believed to be responsible for this violent crime: 17-year-old Ricky Kasso, who they alleged had participated in a cult ritual during the commission of this vile act.While the story would fade from the headlines, its legacy would live on, becoming an omen of...
2020-12-1345 min
Unresolved: A True Crime & Mystery PodcastDiane Augat"Did someone cut her up, piece by piece? That's what I think about."On April 10th, 1998, 40-year-old Diane Augat walked away from her sister's home in Hudson, FL. She would be spotted in the surrounding area over the next few days, but a couple of shocking discoveries would lead investigators to believe Diane had met foul play.First came a mysterious voicemail received by Diane's parents, which indicated the mentally ill woman was being held against her will. Then came the discovery of her severed finger, along a popular highway, just days later...
2020-12-0628 min
Unresolved: A True Crime & Mystery PodcastThe Waverly Stranglings"Whoever this person or persons are that killed these girls, you know, they've had to have told somebody..."Known primarily as the seat of Bremer County, as well as the location of Wartburg College - a private Lutheran liberal arts school - Waverly is surrounded by dozens of miles of rural terrain. Between 1971 and 1976, a trio of shocking murders would rock this small town in northeastern Iowa. Now, nearly fifty years later, very few remember the victims that have since become known as the 'Waverly Three'...--------------------Researched, written, hosted, and produced...
2020-11-2936 min
Fish Go Deep PodcastGo Deep 29th May 2009* In The End - Tensnake - Running Back
* I Care - The Bionics - Paper Recordings
* Escuchame' - Glenn Underground - SJU
* Bonus - CVO - Balance
* Simply Yes - Shur - I - Kan & Alexander East - Lazy Days
* Evol Peed - Bender - Kann Records
* Manetta's Fine Food - Stefano Testa - Rebirth
* Freerider - Jamie Anderson and Owain K - Elevation
* I'm Still Waiting - Franck Roger - Franck Roger Productions
* Son Of A Gun - Joshua Heath - Drop Music
* Next To You - Cpen & JT Donaldson - Banzana
* LIVE MIX BY PRINS THOMAS
* The Soul...
2009-06-032h 01