Quarter Over Quarter
Welcome to Quarter Over Quarter, the podcast presented by Moran Wealth Management®. Each episode, your hosts, Tom Moran and Don Drury unpack timely perspectives on wealth for those focused on building, preserving, or enjoying it. Welcome to the show!
Quarter Over Quarter
Latest Episodes
23. Is a Family Office Right For You?
For many families, wealth begins as a financial outcome but eventually becomes something far more complex. As assets grow, so do the decisions surrounding them, introducing questions not just about returns, but about structure, responsibility, ...
22. Beyond the Balance Sheet: Collectibles with Jarred Kaplan
For high net worth individuals, a balance sheet can tell only part of the story. Tucked alongside traditional assets, you might find a cellar of first growth wines, a vintage Ferrari, or a vault of rare jewels. In this episode, Jarred Kaplan, f...
21. Keeping It in the Family
Building a family business often takes decades, and transferring it to the next generation can involve careful planning, thoughtful conversations, and coordination with experienced professionals. In this episode, Michael Mongin joins Don Drury ...
20. Strategic Giving: Aligning Philanthropy, Family, and Tax Planning
Charitable giving can serve multiple purposes beyond supporting causes that matter personally. When approached strategically, philanthropy may also play a role in broader financial, tax, and legacy planning conversations.In this episode,...
19. Cybercrime Is a $10.5 Trillion Industry: How to Protect Yourself and Your Wealth with Mark Hurley
Cybercrime has quietly become one of the largest and most sophisticated global industries, now surpassing the scale of illegal drug trafficking.In this episode, Tom Moran and Don Drury are joined by Mark Hurley, CEO and Founder of Digita...