Quarter
over quarterA Podcast on Wealth Strategy for High-Net-Worth Families

Quarter Over Quarter is where legacy wealth finds its voice. Each episode delivers the strategies, insights, and nuances reserved for the few — not the many.

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About Quarter
Over Quarter

Quarter Over Quarter offers regular conversations with Tom Moran and Don Drury of Moran Wealth Management on the strategies, structures, and stewardship practices utilized by high-net-worth individuals and families. From advanced planning and private markets to family governance and tax efficiency, the show provides institutional-level insights for those focused on preserving and growing multigenerational wealth.

Thoughtful, sophisticated, and deeply informed, it’s where legacy wealth finds its voice. 

Topics We Cover

  • Advanced estate and tax planning
  • Private markets and alternatives
  • Family governance and succession
  • Philanthropy and strategic giving
  • Selling a business
  • Markets and the economy

Brought to you by

Moran Wealth Management, LLC is an Independent Registered Investment Advisor (RIA) based in Naples, FL.

With a dual focus on asset management and private wealth advisory, we provide comprehensive investment solutions for individuals, families and institutions seeking tailored portfolios and future-focused financial plans.

Visit Moran Wealth Management

Recent Episodes

Every episode of Quarter Over Quarter, with full show notes and links to listen on YouTube, Spotify and Apple Podcasts.

029 What You Keep Matters: Strategies for Smarter Tax Management 028 Beyond Big Tech: A Broader Market Takes Shape 027 Selling Your Business: What Buyers Really Pay For with Kevin Keuper With Kevin Keuper 026 Market Shocks and Investor Mistakes: What History Teaches Us 025 Nine Wealth Strategies That Matter More Than Ever 024 The ETF Tradeoff: What High Net Worth Investors See Differently 023 Is a Family Office Right For You? 022 Beyond the Balance Sheet: Collectibles with Jarred Kaplan With Jarred Kaplan 021 Keeping It in the Family 020 Strategic Giving: Aligning Philanthropy, Family, and Tax Planning 019 Cybercrime Is a $10.5 Trillion Industry: How to Protect Yourself and Your Wealth with Mark Hurley With Mark Hurley 018 An Economist’s View of Q1 2026 and What Comes Next with Dr. John Silvia With Dr. John Silvia 017 Iran and the U.S: Understanding Asymmetrical Conflict Dynamics with Hossein Motamedi With Hossein Motamedi 016 The World’s Market: Finding Opportunity Outside the U.S. 015 The Judo Move: How Wealthy Families Turn the Rules into Opportunity 014 AI Hype vs. Earnings: What Happens Next? 013 Fed Rate Cuts and Their Effect on Financial Markets 012 Can the Market Rally Continue Despite High Valuations? 011 Looking Back at 2025: Lessons Learned and How 2026 Is Shaping Up 010 Thinking About Taxes at Different Life Stages 009 The Modern Inflation Playbook for Long-Term Investors 008 Do You Really Need a Financial Advisor? 007 Philanthropy 101: Making Your Wealth Work for Others 006 Getting Social Security Right: When to Claim and Why Timing Matters 005 Are We Riding Momentum or Building a Bubble? 004 Investing Across the Decades: From 20s to Retirement 003 Unlocking the World of Alternatives: Private Credit & Equity Explained 002 Florida Residency: What It Means for Retirement 001 Welcome to Quarter Over Quarter!

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Meet the hosts

Tom Moran, AIF®

Chairman | CEO | CIO

Tom Moran is among the most highly ranked and recognized financial advisors in the country, with over 30 years of experience serving high-net-worth individuals and families. As Chairman, CEO, and Chief Investment Officer of Moran Wealth Management®, he leads a nationally ranked team of more than 40 professionals dedicated to delivering sophisticated, client-first investment strategies.

Tom brings a disciplined, values-driven approach to portfolio design, wealth preservation, and family legacy planning. He’s been ranked the #1 Financial Advisor in Southwest Florida by Barron’s for over 15 years – placing him in the outlet’s distinguished Hall of Fame –  and is consistently named among the Top 100 Advisors nationwide by Barron’s, Forbes, and the Financial Times.

On Quarter Over Quarter, Tom distills decades of experience into strategic conversations that go beyond the basics with the goal of helping families protect and grow multigenerational wealth with clarity and conviction.

Don Drury

President

With over 26 years of experience in wealth and financial management, Don Drury brings both strategic insight and hands-on leadership to his role as co-host of Quarter Over Quarter. Before joining the firm, Don spent over a decade at PNC Bank as a Wealth Director and Senior Vice President, where he led cross-functional teams and oversaw complex financial initiatives aimed at enhancing client outcomes.

Don’s expertise spans high-net-worth client development, portfolio analysis, asset protection planning, and multi-generational wealth strategies. His ability to align sophisticated financial tools with each client’s long-term vision makes him a trusted advisor to families focused on preserving and growing their legacy.

On the podcast, Don brings an analytical yet approachable voice to conversations about advanced planning, tax efficiency, and market strategy.

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Frequently Asked Questions

What is Quarter Over Quarter?

Quarter Over Quarter is a podcast from Moran Wealth Management on the strategies high-net-worth individuals and families use to preserve and grow wealth across generations, including tax planning, private markets, philanthropy and family governance.

Who hosts the show?

Tom Moran, AIF®, Chairman, CEO and CIO of Moran Wealth Management, and Don Drury, President of the firm, host each episode, often joined by guest experts.

Where can I listen?

Every episode is available on YouTube, Spotify and Apple Podcasts, and on this site with show notes.

Is the podcast investment advice?

No. Episodes are for educational purposes only and should not be construed as investment advice. To discuss your own situation, you can schedule a consultation with Moran Wealth Management.

LET’S TALK

Your financial future deserves clarity and confidence. Ready to take the next step?

Schedule your consultation with Moran Wealth Management today. 

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