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The Investor's Podcast (We Study Billionaires)  - The Investor’s Podcast Network

The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network

RWH074: True Wealth w/ Matt Ludmer

Oct 18, 2026 · 2h 33m

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About this episode

In this episode, William Green speaks with Matt Ludmer, the founder & CEO of Aligned Wealth Management. Matt is a financial adviser to wealthy individuals & families, including clients who have entrusted him with tens or even hundreds of millions of dollars. After decades working on Wall Street, he came to realize he’d misunderstood the meaning of wealth. That revelation led him to write a new book, “The Right Mountain: Practical Wisdom for Achieving True Wealth.” Here, he explores how to build a fulfilling life that includes—& transcends—financial success. IN THIS EPISODE YOU’LL LEARN: (00:00:00) Intro (00:06:33) How Matt started out shining shoes & selling frozen food. (00:18:56) Why Matt…