Wealth Beyond Work

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.

Wealth Beyond Work is a business podcast hosted by Zach Morris, with 21 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Zach Morris hosts Wealth Beyond Work, a business show with 21 episodes published.

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  Episode #21

  Cyber Security: Protecting Your Wealth in the Age of AI Scams

  Aug 11, 202646 minS1

  Cybersecurity expert Robert Siciliano joins Zach Morris to explore why today's biggest financial risk isn't always market volatility - it's deception. From AI-powered scams and voice cloning to phishing, "pig butchering," and digital fraud, Robert explains how criminals exploit human psychology to target even the most informed investors. Whether you're protecting your retirement savings, helping aging parents safeguard their finances, or simply looking to stay one step ahead of today's evolving scams, this conversation offers practical insights to help you make more confident, informed decisions. Connect with Robert Siciliano: https://protectnowllc.com/ Work with us: https://info.pacesferrywealth.com/learn-about-us Download "Retirement By Design": https://www.wealthbeyondwork.com/retirement

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  Episode #20

  Probate Explained: What Every Family Needs to Know Before It's Too Late

  Jul 17, 202650 minS1

  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

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  Episode #19

  Passing More Than Money: How to Build Trust, Values & Lasting Family Legacy

  Jul 3, 202649 minS1

  Most families know they should talk about inheritance, but very few actually do. In this episode, Zach Morris sits down with Emily Bouchard of Bouchard Bespoke Consulting to explore why conversations about wealth, legacy, and family values are so often avoided, and what happens when silence fills the gaps. Emily shares practical strategies for discussing inheritance without creating entitlement, building financial competency across generations, and passing along values, not just assets. 'Whether you're creating an estate plan or thinking about your family's long-term legacy, this conversation offers thoughtful insights to help strengthen trust, communication, and connection. Contact Emily Bouchard: https://emilybouchard.com/ Work with us: https://info.pacesferrywealth.com/learn-about-us Download Retirement By Design: https://www.wealthbeyondwork.com/retirement

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  Episode #504

  Why a Pension Changes the Way You Should Plan for Retirement

  Jun 12, 202622 minS1

  Are you planning to retire with a pension and want to make the most of it? Knowing how to optimize your retirement benefits is crucial, and this episode breaks down everything you should consider before making key decisions. Retirement planning goes beyond receiving monthly checks; it's about ensuring stability, flexibility, and financial freedom. We'll explore the history of pensions and why retirees today are part of a rare group with access to them. The episode explains the pros and cons of taking a lump sum versus monthly annuity payments and offers actionable tips to help you choose the option that fits your financial goals. You'll also learn how survivor benefits can provide security for your loved ones and how to bridge income gaps if you retire before your pension or Social Security starts.

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  Episode #17

  Retire Stronger and Live Longer: Dr. Hillary Lin's Guide to Healthspan and Longevity

  May 29, 202646 minS1

  <p>Most people spend years planning financially for retirement - but what if your health becomes the limiting factor?</p> <p>In this episode, Zach Morris sits down with Dr. Hillary Lin of CareCore to explore the science of longevity, biological aging, stress, nutrition, and preventive medicine. They discuss the key biomarkers that matter most, why purpose and relationships can influence lifespan, and the practical habits that help people stay active, independent, and healthy for decades. If you want to maximize both your wealth and your health, this conversation offers a roadmap for building a longer, stronger, and more fulfilling...

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