More Than Wealth
Welcome to More Than Wealth with Darrin Gold and Samantha Hodgkins from the Gold Wealth Management Group. In this podcast, we help business executives, business owners, and high-net-worth individuals navigate the multifaceted world of wealth planning. Beyond the numbers, we'll also explore the stories behind the wealth. By interviewing business owners and thought leaders in our community, we aim to share insightful and inspiring tales of success. Join us on this journey where we explore wealth and the compelling stories behind it on More Than Wealth.
05 Feb 2026
Direct Indexing: The Next Evolution in Personalized Investing
In this episode of More Than Wealth, hosts Darrin Gold and Samantha Hodgkins sit down with Mike Alexander, Managing Director at UBS Asset Management, to explore one of today’s most talked-about investing strategies: direct indexing. Mike unpacks how direct indexing evolved from traditional mutual funds and ETFs, and why it is becoming a preferred approach for high-net-worth investors seeking tax efficiency, personalization, and cost control. Together, they discuss how this strategy allows investors to own individual securities within an index, unlocking opportunities for active tax-loss harvesting, customized portfolio design, and a more intentional path to diversification. Whether you are a seasoned investor or simply curious about how technology is reshaping portfolio management, this conversation offers valuable insights into how direct indexing may help investors keep more of what they earn and align their portfolios with their goals. Listen now to understand why direct indexing is transforming the wealth management landscape.
05 Feb 2026
The Science of Living to 100
Longevity isn’t about luck; it’s about lifestyle, mindset, and science. In this episode of More Than Wealth, hosts Darrin Gold and Samantha Hodgkins sit down with Dr. Thomas Perls, geriatrician, professor, and founder of the New England Centenarian Study at Boston University, the largest study of people aged 100 and older in the world. Together, they explore what truly drives exceptional longevity, from genetics and environment to optimism, exercise, and nutrition, and why simple daily habits may matter more than miracle pills. Dr. Perls also shares his “SAGING” framework, outlining the seven key lifestyle factors that support living not just longer, but better.
30 Oct 2025
Making Philanthropy Simple and Strategic with Meghan Clifford
Philanthropy doesn’t have to be complicated. In this episode of More Than Wealth, Darrin Gold and Samantha Hodgkins explore how donor-advised funds can make charitable giving simple, flexible, and impactful. Darrin and Samantha sit down with Meghan Clifford, Regional Director of New England at National Philanthropic Trust (NPT), to discuss how donor-advised funds (DAFs) work, why they’re becoming increasingly popular, and how families can use them to create a lasting legacy of generosity.
Contact information
Contact information
The Gold Wealth Management Group
One Post Office Square
33rd Floor
Boston, MA 02109
