About Our Podcast

At Waldron, we understand that significant wealth comes with significant complexities. We decided to launch Wealth Simplified with Waldron Private Wealth to talk about why it is important for individuals to take a comprehensive approach to managing their wealth. 

Wealth Simplified aims to bring financial literacy and education to anyone who wants to learn. Whether you're a first-generation wealth creator or a steward to multi-generational wealth, we want to make the complex simple and the vision clear.

Listen to the latest episode of  Wealth Simplified on Spotify or Apple Podcasts.

 

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About Our Hosts

Ali_swart_teampage
Samantha_Spitzer_teampage

Ali Swart, CFP®
Managing Director - Wealth Planning

Ali's responsible for the strategic leadership and management of Waldron’s Wealth Planning Team, focused on providing a best-in-class financial planning experience. In addition to her management and leadership responsibilities, Ali simplifies the complexities of wealth of a select group of multi-generational ultra-high net worth families. Ali also leads Waldron's Diversity, Equity and Inclusion endeavors, co-hosts the Wealth Simplified podcast, and has a passion for increasing financial literacy and awareness, especially for mothers. Outside of work, Ali is a wife and mother to Logan and Alaina, and enjoys biking, strength training and yoga. She loves spending time with family and can be found on the ski slopes with her kids or on the beach with a blonde ale in her hand while visiting her parents in Daytona Shores, FL.

Samantha Spitzer, CFP®, CDFA®
Director - Wealth Planning

Samantha works closely with ultra-high net worth individuals and families to develop and implement comprehensive and customized financial strategies designed to achieve their unique goals. As a CFP® and CDFA® practitioner, Samantha provides expertise in financial analysis, estate planning, tax planning, and divorce planning. Samantha is an active member of the Pittsburgh Chapter of the Association for Corporate Growth and co-hosts the Wealth Simplified podcast. Samantha grew up in a small town and made her way to the big city to study finance at the University of Pittsburgh. Samantha is a proud Pittsburgh sports fan and loves spending time with her German Shepard, Nala. In her free time, you can find Samantha staying active outdoors or sipping a cocktail on a rooftop with family and friends.