Month: July 2026
The WealthStack Podcast: Helping Advisors Serve Business Owners with RISR’s Jason Early

The WealthStack Podcast: Helping Advisors Serve Business Owners with RISR’s Jason Early

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For many business owners, the company represents far more than a line item on a balance sheet. It is their largest source of wealth, income, identity and legacy. Yet critical questions around valuation, succession, equity risk, tax planning and an eventual exit often remain disconnected from the broader financial plan.

In this episode of The WealthStack Podcast, host Shannon Rosic sits down with Jason Early, founder and CEO of RISR, to explore how technology and artificial intelligence are helping advisors bring greater clarity to business owner planning. They discuss how advisors can capture and analyze business data, identify risks hiding inside legal and financial documents, and begin building trusted relationships long before a liquidity event.

Key takeaways:

  • How advisors can bring privately held businesses more fully into the financial planning process
  • How AI-powered document analysis can uncover gaps in buy-sell agreements, operating agreements and insurance policies
  • Why valuation is only the starting point for conversations around wealth, risk, succession and exit planning
  • How understanding business value changes retirement, tax and wealth planning conversations
  • Why advisors who intentionally serve business owners often build stronger long-term relationships

Resources:

Connect with Shannon Rosic:

Connect with Jason Early:

About Our Guest:

Jason Early is the Founder and CEO of RISR, a technology platform that helps financial advisors better serve business owners through business valuation, succession planning, risk analysis, and AI-powered planning tools. Throughout his career, Jason has worked at the intersection of financial advice, business owner planning, and technology, with a focus on helping advisors gain deeper insight into privately held businesses. Drawing on years of experience working alongside advisors and business owners, he is passionate about equipping financial professionals with the tools and information they need to deliver more meaningful planning before, during, and after a business transition.

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The WealthStack Podcast: How AI Is Reshaping Private Market Investing with Anna Joo Fee

The WealthStack Podcast: How AI Is Reshaping Private Market Investing with Anna Joo Fee

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Private markets are moving closer to the core of the wealth management conversation, but the experience around accessing, evaluating and explaining those opportunities remains highly fragmented. As advisors face growing client interest in alternatives, pre-IPO companies and more personalized investment opportunities, the need for better education, due diligence, transparency and portfolio context has never been greater.

In this episode of The WealthStack Podcast, host Shannon Rosic sits down with Anna Joo Fee, CEO and founder of Goodfin, to explore how AI is changing the private markets experience. They discuss why access alone is not enough, how agentic AI can help advisors and investors navigate complex information, and why the future of private wealth may bring investing, tax, planning and private markets into a more connected ecosystem.

Key takeaways:

  • How AI can help address opacity, fragmentation and information gaps in private markets
  • Why access to private markets can become a source of alpha, but only when paired with education and context
  • What makes applying AI to private markets different from applying it to public markets
  • How agentic AI can support research, document analysis, investor education and investment workflows
  • Why advisor judgment, guardrails and trust become even more important as AI becomes more powerful

Resources:

Connect with Shannon Rosic:

Connect with Anna Joo Fee: 

About Our Guest:

Anna Joo Fee is the CEO and Founder of Goodfin, an AI-native wealth platform focused on private market investing. A former attorney at Sullivan & Cromwell, she brings a background in financial services, private markets, and fintech to her work building technology that helps advisors and investors better understand, access, and manage private investments. Through Goodfin, Anna is focused on using artificial intelligence to improve investment research, education, tax planning, and portfolio decision-making while keeping human expertise at the center of the wealth management experience.

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