Taught. Published. Featured.
Stefan Whitwell, CFA, CIPM, founder, CEO, and Chief Investment Officer of Whitwell & Co., is a frequent guest on business and finance podcasts. He speaks on wealth strategy for business owners, tax planning, exit and liquidity planning, and AI inside an advisory firm, and on the human side of money: losing everything in 2009, owning it, and rebuilding; the discipline of Zen and Jujutsu; and raising four children.
Whitwell & Co. and its advisors have served as authors, subject experts, guest lecturers, and public speakers at leading institutions and publications.
More than a finance and tax expert
Hosts invite Stefan for the money clarity. Audiences remember the story. Four threads run through every conversation he has.
Perseverance
He lost everything in 2009, owned it, and rebuilt
“The hardest part was in bankruptcy court; it was telling my kids we can't afford summer camp.”
Discipline
Zen, Jujutsu, and 40 years of violin
“So show up, even when it sucks. That principle will help you build wealth, will help you get better on the mat, will help you build teams. No flash, just reps.”
AI and automation
He builds with AI inside a regulated firm
Stefan does not only talk about AI. He deploys AI and automation inside a working advisory firm, from an around-the-clock concierge line to research workflows, without losing the human relationship. He is co-author, with Brandon Veldman, CFA, of If Done Right: The AI Governance Framework for Regulated Financial Firms.
Fatherhood
A father of four, first
“I think my most important job is being dad.”
Podcast and media appearances
Stefan has appeared as a guest on the podcasts, video interviews, and event stages below. Upcoming and unreleased episodes come first, then everything that has aired, newest first. Episode titles are each show’s own wording.
Upcoming
2027
Sharkpreneur
Hosted by Kevin Harrington and Seth Greene
Topic: Entrepreneurship and wealth.
Recorded, not yet released
2026
Passion Millionaire Podcast
Hosted by Robert Roth
Topic: Background, entrepreneurship, and general financial planning.
Podcast
September 4, 2026
Win Make Give with Ben Kinney
Hosted by Chad Hyams
Episode: “The Holistic Wealth Paradigm: Health, Wealth, and Purpose with guest Stefan Whitwell”
Topic: Wealth, health, and purpose.
Podcast
August 25, 2026
CEO Sales Strategies Podcast
Hosted by Doug C. Brown
Episode: “When $100 Million Makes Decisions Harder”
Topic: Decision-making and wealth at scale.
Podcast
July 26, 2026
The Unforget Yourself Show
Hosted by Mark and Katie
Episode: “When Success Stops Feeling Like Success with Stefan Whitwell”
Topic: Purpose, wealth, and life decisions.
Podcast
June 25, 2026
Business Leaders of America Podcast
Episode: “What Great Advisors Understand About Wealth, Risk, and Life”
Topic: What good advice looks like across wealth, risk, and life.
Podcast
February 19, 2026
The Ambitious Generation
Hosted by Jack Wagoner
Episode: “He Lost $35 Million, Went Bankrupt, Then Rebuilt Everything | Stefan Whitwell | 123”
Topic: Losing everything in the Great Recession, and rebuilding.
Video interview
December 11, 2025
Toby Mathis Esq (Anderson Advisors)
Hosted by Toby Mathis
Episode: “How To Use Oil & Gas To Offset W-2 And Business Income Before December 31”
Topic: Tax strategy for business owners and high earners, including how intangible drilling costs are treated.
Podcast
October 1, 2025
Debt Doctor Podcast
Hosted by Bill Bymel
Episode: “Why Banks Turn Their Backs When You Need Them Most”
Topic: Distressed assets, banks, and the financial picture.
Video interview
August 12, 2025
The Growth Shift Podcast
Episode: “How to Build Wealth with Purpose: Stefan Whitwell's Guide to Values-Based Investing”
Topic: Building wealth with purpose.
Talk or panel
March 31, 2024
ET Boost
Episode: “The Worsening Banking Crisis in the United States and How You Can Benefit From It”
Topic: Conference talk on the banking system and what it means for depositors.
Talk or panel
December 30, 2023
ET Boost
Episode: “Panel #10: The Future of Wealth Management”
Topic: Conference panel on the future of wealth management.
Video interview
December 27, 2023
Founder Wisdom Podcast
Hosted by Charles Cormier
Episode: “travels, wealth, jiu jitsu and priorities with stefan whitwell”
Topic: Travel, wealth, Jiu-Jitsu, and priorities.
Podcast
August 25, 2023
Podcast
August 18, 2023
Podcast
August 10, 2023
Podcast
July 18, 2023
7 in 7 Show with Zack Ellison
Hosted by Zack Ellison
Episode: “How AI Transforms The Investment Industry With Stefan Whitwell, Founder & CIO, Whitwell & Co.”
Topic: AI in the investment industry.
Podcast
June 20, 2023
The Clinton Donnelly Show
Hosted by Clinton Donnelly
Episode: “Help I'm Rich! | Wealth Management for Large Cryptocurrency Portfolios”
Topic: Wealth management for people whose wealth came from digital assets.
Podcast
March 17, 2023
Video interview
July 15, 2022
Changing Reality with Harsha
Hosted by Harsha
Episode: “Changing Reality with Stefan Whitwell, Founder and Chief Investment Officer at Whitwell & Co”
Topic: A career across global finance.
Invite Stefan on your show
Hosts, producers, and journalists: the press and speaker kit has Stefan’s story, approved bios, host intros, topics, questions, and the wording to use in your show notes.
Written by: Stefan Whitwell, CFA, CIPM
Last updated:
These appearances are general educational conversations. They are not investment, tax, or legal advice, and they are not a recommendation of any security or strategy. The shows and their hosts are independent of Whitwell & Co., LLC; episode titles and descriptions are theirs, and some episodes were recorded years ago and reflect conditions at that time. CFA®, Chartered Financial Analyst®, and CIPM® are registered trademarks owned by CFA Institute.