Shows
Wealth Strategies Unleashed3 Surprises About Retiree Spending HabitsRetirement spending doesn’t move in a straight line. In this episode of Wealth Strategies Unleashed, Robert Gilliland & Karen Heider unpack why real-life spending zigzags, and how most modern financial plans are rigid, leading to over-saving, over-spending, or both. They also show you how to build a flexible income plan that holds up in good and bad market conditions. They dig into: The myth of linear spending and why your first 5–10 years of retirement often cost more than pre-retirement. Healthcare realities: pre-65 coverage, Medicare + supplements, and why medical inflation behaves differently. Six spender profiles (Steady Eddie, Front Lo...
2025-10-3025 minWealth Strategies UnleashedWhat's The Best Retirement Withdrawal Strategy?Everyone obsesses about a magic number they need to retire. But the truth is that hat it’s all about having the right withdrawal strategy. In this episode of Wealth Strategies Unleashed, Robert Gilliland & Karen Heider break down the most common withdrawal approaches, their pitfalls, and how to create a retirement paycheck you can count on. They share actionable ways to: Understand why the 4% rule often falls short and why flexibility is key Evaluate guardrail strategies and how scaling withdrawals up or down can affect long-term security Consider the “equity glide path” and why asset allocation decisions...
2025-10-1017 minWealth Strategies UnleashedThe Hidden Cost of Working Past Age 60Deciding what age to retire is about weighing the hidden costs of working longer against the freedom that comes with retiring on your own terms. In this episode of Wealth Strategies Unleashed, Robert Gilliland & Karen Heider unpack the tax, health, and lifestyle tradeoffs of working past age 60, and how to build a balanced plan that supports both your wallet and your well-being. They share ways to: Protect yourself from sequence-of-returns risk with smart income bucket strategies Maximize your “go-go” years by aligning health, energy, and lifestyle goals with your retirement date Avoid common mindset traps like the “one...
2025-09-1824 minWealth Strategies UnleashedShould You Retire at Age 59.5?Retirement isn’t a date on a calendar; it’s a series of evolving stages.Robert Gilliland & Karen Heider walk through the three phases of retirement (Freedom, Stability, and Legacy) and the financial strategies that keep you confident at every step.They share ways to:Maximize your Freedom Years (late 50s to early 60s) with smart withdrawal strategies, Roth conversions, and healthcare planning before Medicare kicks inNavigate the Stability Stage (mid-60s to mid-70s) by optimizing Social Security timing, managing taxes, and keeping your portfolio balanced.Enter the Legacy Phase (mid-70s and beyo...
2025-09-0529 minWealth Strategies Unleashed5 Signs You’re Doing Well FinanciallyIn this episode of Wealth Strategies Unleashed, Robert Gilliland & Karen Heider break down 5 often-overlooked signs that show you’re in a strong financial position, even if it doesn’t feel like it yet. This episode is all about knowing where you stand, and realizing you might be in a better place than you think. Whether you’re in your peak earning years or already in retirement, the conversation explores how financial discipline in the present can give you freedom and confidence in the future.Learn practical strategies on how to:Build “muscle memory” for healthy spe...
2025-08-0114 minWealth Strategies UnleashedThe 4 Levels of RetirementRetirement is a series of stages. In this episode of Wealth Strategies Unleashed, Robert Gilliland & Karen Heider cover what separates each of the 4 levels, and what you can do to level up no matter where you’re starting from.This episode walks through the four “levels” of retirement, and how to move from one to the next. Let’s blend practical financial strategies with behavioral insights to help you assess where you are now and create a clear plan for leveling up.We share actionable ways to:Identify which stage of retirement readiness you’re in, and...
2025-07-2421 minWealth Strategies Unleashed3 Myths About RetirementIn this episode, Robert Gilliland & Karen Heider tackle 3 of the biggest retirement myths, and share 5 practical steps you can take to retire when you want to, with the confidence that you’re financially ready.From the false idea of a “magic number,” to the “just one more year” trap, to comparing your lifestyle with others, this conversation blends real-world planning strategies with behavioral insights so you can make informed, intentional decisions about your retirement timing.We share actionable ways to:Avoid the “one more year” mindset by planning ahead and defining how you’ll spend your time...
2025-07-1016 minWealth Strategies UnleashedThe Wealth Killer No One Talks AboutBad investments get a lot of attention. But the truth is, it’s usually the smaller, everyday financial mistakes that quietly cost people far more over time. In this episode, Robert Gilliland is joined by Concenture Wealth Management’s Chief Investment Officer, Mike Alexander, to talk about how misinformation, myths, and simple inaction can quietly erode your wealth and how to stop it.They'll focus on simple, proven habits that protect and grow your financial future without chasing “hot tips” or taking unnecessary risks.Recognize the most common money myths and everyday financial trapsUse debt wisely and avoi...
2025-06-1213 minWealth Strategies UnleashedProof You Can Buy TimeRobert Gilliland is joined by Concenture Wealth Management’s Chief Investment Officer, Mike Alexander, to explore two powerful concepts: the time value of money and the money value of time—and how mastering both can help you buy back more of your life.This episode blends financial strategy with practical life balance. The goal? Make smarter choices now that give you more freedom later.We share actionable ways to:Apply the time value of money to maximize long-term compounding and future wealthRecognize the money value of time and when outsourcing frees you for higher prio...
2025-05-2922 minWealth Strategies Unleashed7 Things To Avoid In Your 50s & 60sRobert Gilliland & Karen Heider share lessons drawn from client conversations about the 3-legged stool of life (time, health, and wealth) and why you rarely have all at once.From redefining work-life balance to making smarter spending decisions, this episode blends practical financial planning with the deeper, non-financial factors that drive fulfilling retirements.We share actionable ways to:Maximize the “legs” of the time/health/wealth triangle you have in each stage of lifeUse the power of saying “no” to protect your time and focus on what matters mostBalance meaningful purchases and experiences with long-term financia...
2025-05-1416 minWealth Strategies UnleashedWhat Time Of Year Should You Retire?The best time to retire is personal, but choosing your date with intention can have a major impact on your finances, healthcare, and emotional well-being. In this episode of Wealth Strategies Unleashed, Robert Gilliland & Karen Heider unpack the often-overlooked ways that timing your retirement can help you make the most of your first year and beyond.We share actionable ways to:Optimize your tax bracket with early-year retirement strategies and smart withdrawal planningUse healthcare timing to your advantage—bridging to Medicare, scheduling procedures, and evaluating COBRACoordinate retirement dates with bonuses, pension payouts, and 401(k) contribution opportunitiesAvoid se...
2025-04-2418 minWealth Strategies UnleashedIs Bitcoin Like the Early Internet? (ft. Mary Ann Bartels)Cryptocurrency isn’t just about Bitcoin anymore. In this episode of Wealth Strategies Unleashed, Robert Gilliland & Sanctuary Wealth’s Chief Investment Strategist Mary-Ann Bartels break down the differences between Bitcoin, Ethereum, Solana, XRP, and why understanding their purpose is key before investing.From the early days of the internet to the rise of Web3, this episode connects the dots between blockchain, smart contracts, and the race to build the infrastructure for a digital future.We share actionable ways to:Understand the difference between currency (Bitcoin) and tokens (Ethereum, Solana, XRP)Evaluate the technology, use case...
2025-04-0918 minWealth Strategies UnleashedHere's What The Happiest Retirees DoThis episode of Wealth Strategies Unleashed is all about enhancing your retirement lifestyle beyond the spreadsheets. Robert Gilliland and Karen Heider dive into the often-overlooked choices that make life richer, healthier, and more fun once you’ve stopped working.They share practical ideas to help you:Build an emergency fund that protects your lifestyle from market swings or surprisesMaintain health and happiness with the right setup and social connectionsBalance reliability with indulgenceChoose things that make every trip smoother and less stressfulDownload the free guide that we’ve paired with this episode!Subscribe, and...
2025-03-2611 minWealth Strategies UnleashedThe Most Common Regrets I Hear From RetireesRobert Gilliland and Karen Heider unpack the 5 biggest non-financial retirement regrets, from losing social connections to making lifestyle changes that limit freedom. They explore how to avoid these pitfalls by planning for the “what’s next” well before your last day at work.They share actionable ways to:Create a clear plan for post-retirement purpose and passion projectsMake smart decisions about upgrading, downsizing, or relocating your homeAlign retirement expectations with your spouse to avoid friction over lifestyle and schedulesIf retirement is on your horizon, this conversation will help you think beyond the numbers so you ca...
2025-03-1916 minWealth Strategies UnleashedValue vs. Growth Stocks: Which Is For You? (ft. Mike Alexander)Robert Gilliland, CRPC™ and Mike Alexander, CIMA® explain what you need to know about the differences between growth and value stocks and investing.The information contained herein is intended to be used for educational purposes only and is not exhaustive. Diversification and/or any strategy that may be discussed does not guarantee against investment losses but are intended to help manage risk and return. If applicable, historical discussions and/or opinions are not predictive of future events. The content is presented in good faith and has been drawn from sources believed to be reliable. The content is not...
2025-03-1218 minWealth Strategies UnleashedWhere is Crypto & Blockchain Leading Us? (ft. Mary Ann Bartels)Robert Gilliland, CRPC™ & Wall Street Legend Mary Ann Bartels dive into the future of cryptocurrency and blockchain in 2025. They explore the evolving landscape of digital finance, the security and functionality of blockchain, and the generational divide in crypto adoption. The information contained herein is intended to be used for educational purposes only and is not exhaustive. Diversification and/or any strategy that may be discussed does not guarantee against investment losses but are intended to help manage risk and return. If applicable, historical discussions and/or opinions are not predictive of future events. The content is presented in...
2025-03-0537 minWealth Strategies UnleashedThe Way You Invest is Shifting (ft. Adam Malamed)Join Robert Gilliland, CRPC™ & Adam Malamed, CEO of Sanctuary Wealth, as they explore the shifts and advancements in the wealth management industry. Adam shares his 30-year experience in wealth management, emphasizing the importance of the independent space & discusses the impact of AI on client interactions, the democratization of the family office, and the growing role of alternative investments in portfolios. The information contained herein is intended to be used for educational purposes only and is not exhaustive. Diversification and/or any strategy that may be discussed does not guarantee against investment losses but are intended to help man...
2025-02-2720 minWealth Strategies UnleashedWealth Management is Changing? (ft. Adam Malamed)Robert Gilliland & Adam Malamed, CEO of Sanctuary Wealth, explore the future of modern wealth management. They discuss how AI is reshaping the industry, the democratization of family office services, and the increasing importance of client-centric strategies.The information contained herein is intended to be used for educational purposes only and is not exhaustive. Diversification and/or any strategy that may be discussed does not guarantee against investment losses but are intended to help manage risk and return. If applicable, historical discussions and/or opinions are not predictive of future events. The content is presented in good faith...
2025-02-1922 minWealth Strategies UnleashedCan You Save Too Much for Retirement?Robert Gilliland and Mike Alexander tackle the question: Can you save too much for retirement? Hear crucial discussions about balancing your nest egg, the impact of inflation and healthcare costs has on you, and the importance of continuous financial planning. The information contained herein is intended to be used for educational purposes only and is not exhaustive. Diversification and/or any strategy that may be discussed does not guarantee against investment losses but are intended to help manage risk and return. If applicable, historical discussions and/or opinions are not predictive of future events. The content is p...
2025-02-1214 minWealth Strategies UnleashedCan You Live Big on a Small Budget?Discover how to enjoy a luxurious lifestyle without overspending through smart planning, budgeting strategies, and leveraging technology with Robert Gilliland, CRPC™, and Karen Heider, CRPC™, CDFA®. The information contained herein is intended to be used for educational purposes only and is not exhaustive. Diversification and/or any strategy that may be discussed does not guarantee against investment losses but are intended to help manage risk and return. If applicable, historical discussions and/or opinions are not predictive of future events. The content is presented in good faith and has been drawn from sources believed to be reliable. The co...
2025-02-0517 minWealth Strategies UnleashedWarning Signs in the Markets? (ft. Mary Ann Bartels)This week, we’re joined once again by Mary Ann Bartels, Chief Investment Strategist at Sanctuary Wealth and Wall Street legend. Mary Ann & Robert Gilliland dive into the key risks and challenges facing the markets in 2025, including inflation pressures, tariff impacts, and national deficit concerns.Mary Ann's LinkedIn: https://www.linkedin.com/in/mary-ann-bartels-632577225/The information contained herein is intended to be used for educational purposes only and is not exhaustive. Diversification and/or any strategy that may be discussed does not guarantee against investment losses but are intended to help manage risk an...
2025-01-2934 minWealth Strategies UnleashedWall Street Legend on Preparing for 2025 Markets (ft. Mary Ann Bartels)This week we welcome Mary Ann Bartels, Chief Investment Strategist at Sanctuary Wealth & recipient of the 2024 Wealth Management Industry Award for RIA Thought Leader of the Year. She'll discuss her economic outlook for 2025, emphasizing the impacts of Fed rate cuts, strong earnings, and advances in technology. Frequently seen on MSNBC, Bloomberg & Fox Business, Mary Ann Bartels has spent over 40 years on Wall Street, earning acclaim for her research and portfolio strategies in equities, bonds, commodities, and ETFs. She served in senior executive roles at Merrill Lynch and Bank of America, received numerous industry accolades — including Institutional Investor All...
2025-01-2241 minWealth Strategies UnleashedDebunking the 4% RuleJoin Senior Advisors Robert Gilliland and Karen Heider on the limitations of the traditional 4% rule for retirement planning. Learn why it may not be sufficient in today's financial landscape due to factors like inflation and market volatility.The information contained herein is intended to be used for educational purposes only and is not exhaustive. Diversification and/or any strategy that may be discussed does not guarantee against investment losses but are intended to help manage risk and return. If applicable, historical discussions and/or opinions are not predictive of future events. The content is presented in good...
2025-01-1626 minWealth Strategies UnleashedUse These Financial Goals For 2025Our senior advisors Robert Gilliland and Karen Heider cover essential financial planning tips to kickstart 2025. Learn how to review and adjust your financial goals, manage retirement contributions, and organize your tax situation. Get insights for evaluating your investment portfolio, assessing risks, and updating estate plans. The information contained herein is intended to be used for educational purposes only and is not exhaustive. Diversification and/or any strategy that may be discussed does not guarantee against investment losses but are intended to help manage risk and return. If applicable, historical discussions and/or opinions are not predictive of f...
2025-01-0819 minWealth Strategies UnleashedHoliday Secrets to Financial FreedomWelcome to a specially festive episode of Wealth Strategies Unleashed with Robert Gilliland & Karen Heider discussing tax-free gifting limits, 529 plans, securing a family legacy, and ways to teach financial literacy to the next generation. The information contained herein is intended to be used for educational purposes only and is not exhaustive. Diversification and/or any strategy that may be discussed does not guarantee against investment losses but are intended to help manage risk and return. If applicable, historical discussions and/or opinions are not predictive of future events. The content is presented in good faith and has b...
2024-12-2622 minWealth Strategies UnleashedKnow the Risk to Maximize Your Reward: Investing for 2025Our senior advisors Karen Heider and Mike Alexander discuss key investment strategies to manage risk and reward going into 2025. Learn how about diversification, dollar cost averaging, and rebalancing portfolios to prepare for economic uncertainties. The information contained herein is intended to be used for educational purposes only and is not exhaustive. Diversification and/or any strategy that may be discussed does not guarantee against investment losses but are intended to help manage risk and return. If applicable, historical discussions and/or opinions are not predictive of future events. The content is presented in good faith and has b...
2024-12-1121 minWealth Strategies UnleashedTax-Efficient Strategies Can Save Money?Robert Gilliland and Mike Alexander cover key tax strategies to tackle before year-end. They’ll walk you through important topics like HSAs, FSAs, 401k contributions, RMDs, charitable giving, donor-advised funds, and tax-loss harvesting. Plus, they’ll explore the perks of 529 plans, Roth conversions, and investment options such as ETFs and municipal bonds. The information contained herein is intended to be used for educational purposes only and is not exhaustive. Diversification and/or any strategy that may be discussed does not guarantee against investment losses but are intended to help manage risk and return. If applicable, historical discussions and/o...
2024-12-0418 minWealth Strategies UnleashedWhy Gratitude Leads to Financial SuccessRobert Gilliland and Karen Heider explore how practicing gratitude can transform long-term financial decisions. Sharing personal stories — like the journey of saving for a house and the joy of achieving that goal — they highlight how gratitude not only inspires a sense of accomplishment but also encourages generosity and builds financial resilience.The information contained herein is intended to be used for educational purposes only and is not exhaustive. Diversification and/or any strategy that may be discussed does not guarantee against investment losses but are intended to help manage risk and return. If applicable, historical discussions and/or o...
2024-11-2719 minWealth Strategies UnleashedMarket Trends After Trump's Election Win?Robert Gilliland and Mike Alexander analyze the impact of the recent election on various market sectors. They discuss the performance of financials, energy, consumer discretionary, healthcare, and other sectors in light of the election results. The information contained herein is intended to be used for educational purposes only and is not exhaustive. Diversification and/or any strategy that may be discussed does not guarantee against investment losses but are intended to help manage risk and return. If applicable, historical discussions and/or opinions are not predictive of future events. The content is presented in good faith and h...
2024-11-2024 minWealth Strategies UnleashedWhat's The Post-Election Financial Outlook?Concenture's senior advisors Robert Gilliland & Karen Heider explore the financial impact of the recent election. They'll discuss potential economic shifts, tax policy changes, regulatory updates, and future market strategies. Key topics include how lower taxes, trade negotiations, regulatory trends, and energy sector shifts might affect the economy. Learn the importance of staying focused on a long-term investment strategy, even with possible market volatility and global uncertainties ahead.The information contained herein is intended to be used for educational purposes only and is not exhaustive. Diversification and/or any strategy that may be discussed does not guarantee against...
2024-11-1327 minWealth Strategies UnleashedWhat To Do If You Get Extra CashDiscover why treating yourself like a “bill” and maintaining discipline is essential for financial freedom. In this episode of Wealth Strategies Unleashed, let's discuss how to manage unexpected windfalls like bonuses, inheritances, or raises. From paying down high-interest debt to boosting emergency funds, and making wise investments for retirement, our Concenture senior advisors cover how to strategically allocate new funds while also leaving room for a bit of fun! The information contained herein is intended to be used for educational purposes only and is not exhaustive. Diversification and/or any strategy that may be discussed does not guara...
2024-11-0618 minWealth Strategies UnleashedWhat Trump Or Harris Could MeanThis week our advisors take a close look at the upcoming election and its potential impact on your finances and the markets. Each candidate brings different policies that could have significant effects on investments, savings, and the broader financial landscape. Let's analyze the stances of each candidate and how their proposed policies could influence stock markets, inflation, interest rates, and more.The information contained herein is intended to be used for educational purposes only and is not exhaustive. Diversification and/or any strategy that may be discussed does not guarantee against investment losses but are intended to...
2024-10-3029 minWealth Strategies UnleashedCommon Personal Finance RegretsEver felt a gut feeling about a financial decision? Or maybe you've been tempted by a hot stock tip because everyone else was doing it? In this episode, we're talking about how our emotions can play a big role in our money moves. From fear and greed to confidence and doubt, we'll explore why these feelings can lead us astray. We'll share real stories about emotional decision-making and give you practical tips to help you stay calm and focused, even when the market's a rollercoaster. The information contained herein is intended to be used for ed...
2024-10-2321 minWealth Strategies UnleashedHow to See Market Volatility ComingWe're back with Concenture CIO Mike Alexander! This week we're covering how you can learn to recognize market trends & properly react to market volatility.The information contained herein is intended to be used for educational purposes only and is not exhaustive. Diversification and/or any strategy that may be discussed does not guarantee against investment losses but are intended to help manage risk and return. If applicable, historical discussions and/or opinions are not predictive of future events. The content is presented in good faith and has been drawn from sources believed to be reliable. The content...
2024-10-1620 minWealth Strategies UnleashedMarket Metrics to Track YourselfChief Investment Officer Mike Alexander returns to talk with Managing Director Robert Gilliland about the metrics of the markets & the key points they look at when it comes to both investing & financial planning!The information contained herein is intended to be used for educational purposes only and is not exhaustive. Diversification and/or any strategy that may be discussed does not guarantee against investment losses but are intended to help manage risk and return. If applicable, historical discussions and/or opinions are not predictive of future events. The content is presented in good faith and has been...
2024-10-0917 minWealth Strategies UnleashedFall Market Outlook: Trends & InsightsThis week we have Concenture's Chief Investment Officer Mike Alexander in our NEW studio to discuss key trends, economic factors, and investment opportunities shaping the financial landscape as we gear up for the year's final months.The information contained herein is intended to be used for educational purposes only and is not exhaustive. Diversification and/or any strategy that may be discussed does not guarantee against investment losses but are intended to help manage risk and return. If applicable, historical discussions and/or opinions are not predictive of future events. The content is presented in good faith...
2024-10-0217 minWealth Strategies UnleashedLong-Term Investing in a Short-Term WorldIn today’s episode, we're talking about what it really takes to succeed as a long-term investor—especially in a world that’s always pushing for quick decisions and instant results. With markets constantly shifting and headlines telling us to react now, it’s easy to get distracted by short-term noise. But if your goal is to build lasting wealth, long-term investing remains one of the most effective strategies out there.The information contained herein is intended to be used for educational purposes only and is not exhaustive. Diversification and/or any strategy that may be discussed does not...
2024-09-2519 minWealth Strategies UnleashedBuilding A Financial Fantasy Team: The Key Roles InvolvedLet's talk about your fantasy team! Discover how to assemble the perfect team of experts to help you achieve your financial goals. Whether you're a beginner or a seasoned investor, having the right support system is essential. Learn about the key roles to consider, how to find the best professionals, and why a strong financial team can make a significant difference in your financial future.The information contained herein is intended to be used for educational purposes only and is not exhaustive. Diversification and/or any strategy that may be discussed does not guarantee against investment losses...
2024-09-1832 minWealth Strategies UnleashedFollow These Steps For Estate PlanningPlanning for the future is more than just managing your finances—it's about ensuring your loved ones are protected and your wishes are honored. In this episode, we break down everything you need to know about safeguarding your assets and creating a legacy that lasts.The information contained herein is intended to be used for educational purposes only and is not exhaustive. Diversification and/or any strategy that may be discussed does not guarantee against investment losses but are intended to help manage risk and return. If applicable, historical discussions and/or opinions are not predictive of fu...
2024-09-1120 minWealth Strategies UnleashedMarket Trends for the Rest of 2024The Wealth Strategies Unleashed podcast returns with episode 49! Listen to Concenture's Managing Director Robert Gilliland & Senior Advisor Karen Heider take you through the key trends that will shape personal finances through the rest of 2024. New Wealth Strategies Unleashed episodes release weekly! Don't miss the chance to unlock your financial potential as we take you behind the scenes in the world of finance, wealth management, and so much more!The information contained herein is intended to be used for educational purposes only and is not exhaustive. Diversification and/or any strategy that may be discussed does n...
2024-09-0426 min
Wealth Strategies UnleashedRisk Management || Wealth Strategies Unleashed Podcast EP48Welcome back to another episode of Wealth Strategies Unleashed with Concenture Wealth Management, where we bring financial education and insights directly to you!Thank you for tuning into Wealth Strategies Unleashed. We can't wait to share more wealth management tips and strategies with you in the next episode. Until then, keep pushing towards your financial goals and don't hesitate to get in touch with us here if you have any questions: https://concenturewealth.com/contact/The information contained herein is intended to be used for educational purposes only and is not exhaustive. Diversification and/or...
2024-06-1716 min
Wealth Strategies UnleashedCharitable Contributions || Wealth Strategies Unleashed Podcast EP47Welcome back to another episode of Wealth Strategies Unleashed with Concenture Wealth Management, where we bring financial education and insights directly to you!Thank you for tuning into Wealth Strategies Unleashed. We can't wait to share more wealth management tips and strategies with you in the next episode. Until then, keep pushing towards your financial goals and don't hesitate to get in touch with us here if you have any questions: https://concenturewealth.com/contact/Make sure you subscribe to the show wherever your listening so you'll catch new episodes every Monday!The...
2024-06-1012 min
Wealth Strategies UnleashedClient Relationship Expectations || Wealth Strategies Unleashed Podcast EP46Welcome back to another episode of Wealth Strategies Unleashed with Concenture Wealth Management, where we bring financial education and insights directly to you!Thank you for tuning into Wealth Strategies Unleashed. We can't wait to share more wealth management tips and strategies with you in the next episode. Until then, keep pushing towards your financial goals and don't hesitate to get in touch with us here if you have any questions: https://concenturewealth.com/contact/Make sure you subscribe to the show wherever your listening so you'll catch new episodes every Monday!The...
2024-06-0315 min
Wealth Strategies UnleashedRetirement Income Strategies || Wealth Strategies Unleashed Podcast EP045Welcome back to another episode of Wealth Strategies Unleashed with Concenture Wealth Management, where we bring financial education and insights directly to you!Thank you for tuning into Wealth Strategies Unleashed. We can't wait to share more wealth management tips and strategies with you in the next episode. Until then, keep pushing towards your financial goals and don't hesitate to get in touch with us here if you have any questions: https://concenturewealth.com/contact/Make sure you subscribe to the show wherever your listening so you'll catch new episodes every Monday!The...
2024-05-2812 min
Wealth Strategies UnleashedSimplify Your Financial Life || Wealth Strategies Unleashed Podcast Episode 044Welcome back to another episode of Wealth Strategies Unleashed with Concenture Wealth Management, where we bring financial education and insights directly to you!Thank you for tuning into Wealth Strategies Unleashed. We can't wait to share more wealth management tips and strategies with you in the next episode. Until then, keep pushing towards your financial goals and don't hesitate to get in touch with us here if you have any questions: https://concenturewealth.com/contact/Make sure you subscribe to the show wherever your listening so you'll catch new episodes every Monday!The...
2024-05-2015 min
Wealth Strategies UnleashedRecovering From Financial Setbacks || Wealth Strategies Unleashed Podcast EP043Welcome back to another episode of Wealth Strategies Unleashed with Concenture Wealth Management, where we bring financial education and insights directly to you!Thank you for tuning into Wealth Strategies Unleashed. We can't wait to share more wealth management tips and strategies with you in the next episode. Until then, keep pushing towards your financial goals and don't hesitate to get in touch with us here if you have any questions: https://concenturewealth.com/contact/Make sure you subscribe to the show wherever your listening so you'll catch new episodes every Monday!The...
2024-05-1314 min
Wealth Strategies UnleashedSaving For College || Wealth Strategies Unleashed Podcast EP042Welcome back to another episode of Wealth Strategies Unleashed with Concenture Wealth Management, where we bring financial education and insights directly to you!Thank you for tuning into Wealth Strategies Unleashed. We can't wait to share more wealth management tips and strategies with you in the next episode. Until then, keep pushing towards your financial goals and don't hesitate to get in touch with us here if you have any questions: https://concenturewealth.com/contact/Make sure you subscribe to the show wherever your listening so you'll catch new episodes every Monday!The...
2024-05-0615 min
Wealth Strategies UnleashedIs the Economy Still Strong? w/ Troy Gayeski || Wealth Strategies Unleashed PodcastWelcome back to another episode of Wealth Strategies Unleashed with Concenture Wealth Management, where we bring financial education and insights directly to you!Thank you for tuning into Wealth Strategies Unleashed. We can't wait to share more wealth management tips and strategies with you in the next episode. Until then, keep pushing towards your financial goals and don't hesitate to get in touch with us here if you have any questions: https://concenturewealth.com/contact/Make sure you subscribe to the show wherever your listening so you'll catch new episodes every Monday!The...
2024-04-2921 min
Wealth Strategies UnleashedThe Secrets of a Heart-Healthy Life w/ Dr. Gina Pritchard || Wealth Strategies Unleashed PodcastWelcome back to another episode of Wealth Strategies Unleashed with Concenture Wealth Management, where we bring financial education and insights directly to you!Thank you for tuning into Wealth Strategies Unleashed. We can't wait to share more wealth management tips and strategies with you in the next episode. Until then, keep pushing towards your financial goals and don't hesitate to get in touch with us here if you have any questions: https://concenturewealth.com/contact/Make sure you subscribe to the show wherever your listening so you'll catch new episodes every Monday!The...
2024-04-2224 min
Wealth Strategies UnleashedProtecting Your Greatest Asset...Your Health w/ Dr. Gina Pritchard || Wealth Strategies UnleashedWelcome back to another episode of Wealth Strategies Unleashed with Concenture Wealth Management, where we bring financial education and insights directly to you!Thank you for tuning into Wealth Strategies Unleashed. We can't wait to share more wealth management tips and strategies with you in the next episode. Until then, keep pushing towards your financial goals and don't hesitate to get in touch with us here if you have any questions: https://concenturewealth.com/contact/Make sure you subscribe to the show wherever your listening so you'll catch new episodes every Monday!The...
2024-04-1535 min
Wealth Strategies UnleashedPrivate Equity: Mitigating Volatility w/ Troy Gayeski || Wealth Strategies Unleashed EP038Welcome back to another episode of Wealth Strategies Unleashed with Concenture Wealth Management, where we bring financial education and insights directly to you!Thank you for tuning into Wealth Strategies Unleashed. We can't wait to share more wealth management tips and strategies with you in the next episode. Until then, keep pushing towards your financial goals and don't hesitate to get in touch with us here if you have any questions: https://concenturewealth.com/contact/Make sure you subscribe to the show wherever your listening so you'll catch new episodes every Monday!The...
2024-04-0826 min
Wealth Strategies UnleashedMarket Outlook & Investment Strategies w/ Troy Gayeski || Wealth Strategies Unleashed EP037Welcome back to another episode of Wealth Strategies Unleashed with Concenture Wealth Management, where we bring financial education and insights directly to you!Thank you for tuning into Wealth Strategies Unleashed. We can't wait to share more wealth management tips and strategies with you in the next episode. Until then, keep pushing towards your financial goals and don't hesitate to get in touch with us here if you have any questions: https://concenturewealth.com/contact/Make sure you subscribe to the show wherever your listening so you'll catch new episodes every Monday!The...
2024-04-0122 min
Wealth Strategies UnleashedThe Magnificent 7 Stocks || Wealth Strategies Unleashed EP036Welcome back to another episode of Wealth Strategies Unleashed with Concenture Wealth Management, where we bring financial education and insights directly to you!Thank you for tuning into Wealth Strategies Unleashed. We can't wait to share more wealth management tips and strategies with you in the next episode. Until then, keep pushing towards your financial goals and don't hesitate to get in touch with us here if you have any questions: https://concenturewealth.com/contact/Make sure you subscribe to the show wherever your listening so you'll catch new episodes every Monday!The...
2024-03-1116 min
Wealth Strategies UnleashedCyber Security || Wealth Strategies Unleashed EP035Welcome back to another episode of Wealth Strategies Unleashed with Concenture Wealth Management, where we bring financial education and insights directly to you!Thank you for tuning into Wealth Strategies Unleashed. We can't wait to share more wealth management tips and strategies with you in the next episode. Until then, keep pushing towards your financial goals and don't hesitate to get in touch with us here if you have any questions: https://concenturewealth.com/contact/Make sure you subscribe to the show wherever your listening so you'll catch new episodes every Monday!The...
2024-03-0412 min
Wealth Strategies UnleashedInvesting In An Election Year || Wealth Strategies Unleashed EP034Welcome back to another episode of Wealth Strategies Unleashed with Concenture Wealth Management, where we bring financial education and insights directly to you!Thank you for tuning into Wealth Strategies Unleashed. We can't wait to share more wealth management tips and strategies with you in the next episode. Until then, keep pushing towards your financial goals and don't hesitate to get in touch with us here if you have any questions: https://concenturewealth.com/contact/Make sure you subscribe to the show wherever your listening so you'll catch new episodes every Monday!The...
2024-02-2618 min
Wealth Strategies Unleashed2024 Tax Strategies || Wealth Strategies Unleashed EP033Welcome back to another episode of Wealth Strategies Unleashed with Concenture Wealth Management, where we bring financial education and insights directly to you!Thank you for tuning into Wealth Strategies Unleashed. We can't wait to share more wealth management tips and strategies with you in the next episode. Until then, keep pushing towards your financial goals and don't hesitate to get in touch with us here if you have any questions: https://concenturewealth.com/contact/Make sure you subscribe to the show wherever your listening so you'll catch new episodes every Monday!The...
2024-02-1917 min
Wealth Strategies UnleashedWhat is Direct Indexing? || Wealth Strategies Unleashed EP032Welcome back to another episode of Wealth Strategies Unleashed with Concenture Wealth Management, where we bring financial education and insights directly to you!What in the world is Direct Indexing? Mike and Robert break it down, what it is, how it works, and if it makes sense for your portfolio. Thank you for tuning into Wealth Strategies Unleashed. We can't wait to share more wealth management tips and strategies with you in the next episode. Until then, keep pushing towards your financial goals and don't hesitate to get in touch with us here if you...
2024-02-1211 min
Wealth Strategies UnleashedShould You Own a 2nd Home? || Wealth Strategies Unleashed EP031Welcome back to another episode of Wealth Strategies Unleashed with Concenture Wealth Management, where we bring financial education and insights directly to you!Should you buy a 2nd home? This week on the show Mike and Robert share their best tips and tricks for those interested in purchasing a vacation home. Thank you for tuning into Wealth Strategies Unleashed. We can't wait to share more wealth management tips and strategies with you in the next episode. Until then, keep pushing towards your financial goals and don't hesitate to get in touch with us here if...
2024-02-0518 min
Wealth Strategies UnleashedCrisis Proof Your Retirement || Wealth Strategies UnleashedWelcome back to another episode of Wealth Strategies Unleashed with Concenture Wealth Management, where we bring financial education and insights directly to you!We're back again with a new episode! This week we're talking all about how to crisis-proof your retirement. Let's get into it! Thank you for tuning into Wealth Strategies Unleashed. We can't wait to share more wealth management tips and strategies with you in the next episode. Until then, keep pushing towards your financial goals and don't hesitate to get in touch with us here if you have any questions: https://concenturewealth...
2024-01-2917 min
Wealth Strategies Unleashed4 Ways You Can Improve Your Retirement In 2024 || Wealth Strategies Unleashed EP029Welcome back to another episode of Wealth Strategies Unleashed with Concenture Wealth Management, where we bring financial education and insights directly to you!This week on the show, Robert and Mike share 4 ways you can improve your retirement in 2024. Thank you for tuning into Wealth Strategies Unleashed. We can't wait to share more wealth management tips and strategies with you in the next episode. Until then, keep pushing towards your financial goals and don't hesitate to get in touch with us here if you have any questions: https://concenturewealth.com/contact/Make sure...
2024-01-2211 min
Wealth Strategies Unleashed12 Financial Moves to Make In 2024 || Wealth Strategies UnleashedWelcome back to another episode of Wealth Strategies Unleashed with Concenture Wealth Management, where we bring financial education and insights directly to you!This week on the show we're sharing 12 money moves that you can make in 2024 to help set your self up for success.Thank you for tuning into Wealth Strategies Unleashed. We can't wait to share more wealth management tips and strategies with you in the next episode. Until then, keep pushing towards your financial goals and don't hesitate to get in touch with us here if you have any questions: https://concenturewealth...
2024-01-1516 min
Wealth Strategies UnleashedNew Year's Resolutions || Wealth Strategies Unleashed 027Welcome back to another episode of Wealth Strategies Unleashed with Concenture Wealth Management, where we bring financial education and insights directly to you!With the new year in full swing, we thought we'd take an episode to share some financial New Year's resolutions to help set you up for your best year yet! Thank you for tuning into Wealth Strategies Unleashed. We can't wait to share more wealth management tips and strategies with you in the next episode. Until then, keep pushing towards your financial goals and don't hesitate to get in touch with us...
2024-01-0815 min
Wealth Strategies Unleashed2024 Market Outlook || Wealth Strategies Unleashed Podcast EP026Welcome back to another episode of Wealth Strategies Unleashed with Concenture Wealth Management, where we bring financial education and insights directly to you!Happy New Year from all of us here at Wealth Strategies Unleashed and Concenture Wealth Management! We wanted to take this first episode of the year to share our opinions on the market outlook for 2024, buckle up and get ready for a great year! Thank you for tuning into Wealth Strategies Unleashed. We can't wait to share more wealth management tips and strategies with you in the next episode. Until then, keep...
2024-01-0318 min
Wealth Strategies UnleashedAre Bonds Safe? || Wealth Strategies Unleashed EP025Welcome back to another episode of Wealth Strategies Unleashed with Concenture Wealth Management, where we bring financial education and insights directly to you!Are bonds safe? This week on the podcast Robert and Mike help you decide if you should have bonds in your portfolio.Thank you for tuning into Wealth Strategies Unleashed. We can't wait to share more wealth management tips and strategies with you in the next episode. Until then, keep pushing towards your financial goals and don't hesitate to get in touch with us here if you have any questions: https://concenturewealth...
2023-12-2620 min
Wealth Strategies UnleashedShould You Be Afraid of This Market? || Wealth Strategies Unleashed PodcastWelcome back to another episode of Wealth Strategies Unleashed with Concenture Wealth Management, where we bring financial education and insights directly to you!This week on the show Robert and Karen are diving into the current state of the market and whether or not you should be afraid to invest right now. Thank you for tuning into Wealth Strategies Unleashed. We can't wait to share more wealth management tips and strategies with you in the next episode. Until then, keep pushing towards your financial goals and don't hesitate to get in touch with us here...
2023-12-1821 min
Wealth Strategies UnleashedSocial Security Deep Dive Part 4 || Wealth Strategies UnleashedWelcome back to another episode of Wealth Strategies Unleashed with Concenture Wealth Management, where we bring financial education and insights directly to you!Welcome back to our 4th and final installment of our multi-part series on Social Security with our special guest Michael Graci of Blackrock to get into the intricacies of Social Security. Michael, an expert in the field, highlights the gap in understanding that many near-retirement investors face and emphasizes the importance of making informed decisions about Social Security, given its role as one of the few remaining sources of lifetime inflation-adjusted income....
2023-12-1120 min
Wealth Strategies UnleashedThe Great Boom Ahead || Wealth Strategies UnleashedWelcome back to another episode of Wealth Strategies Unleashed with Concenture Wealth Management, where we bring financial education and insights directly to you!
This week on the show, Robert and Karen break down the concept of "The Great Boom Ahead." Did it predict the future? Is it a cycle that we'll see again? Find out in this week's episode!
Thank you for tuning into Wealth Strategies Unleashed. We can't wait to share more wealth management tips and strategies with you in the next episode. Until then, keep pushing towards your financial goals and don't hesitate...
2023-12-0416 minWealth Strategies UnleashedSocial Security Deep Dive Part 3 || Wealth Strategies UnleashedWelcome back to another episode of Wealth Strategies Unleashed with Concenture Wealth Management, where we bring financial education and insights directly to you!
We're back with part 3 of our deep dive series on Social Security with Michael Graci of Blackrock to get into the intricacies of Social Security. Michael, an expert in the field, highlights the gap in understanding that many near-retirement investors face and emphasizes the importance of making informed decisions about Social Security, given its role as one of the few remaining sources of lifetime inflation-adjusted income.
The information contained herein is intended...
2023-11-2027 min
Wealth Strategies UnleashedShould You Be Worried About a Retirement Crisis? || Wealth Strategies Unleashed EP020Welcome back to the show! We can't believe this is already our 20th episode of the podcast! Thanks so much for following along! This week Robert and Karen talk through the realities of the retirement crisis, does it exist, what does it mean, and should you be worried about it? Thank you for tuning into Wealth Strategies Unleashed. We can't wait to share more wealth management tips and strategies with you in the next episode. Until then, keep pushing towards your financial goals and don't hesitate to get in touch with us here if you have any...
2023-11-1317 min
Wealth Strategies UnleashedSocial Security Deep Dive Part 2 || Wealth Strategies UnleashedWelcome back to another episode of Wealth Strategies Unleashed with Concenture Wealth Management, where we bring financial education and insights directly to you!We're back with part 2 of our deep dive series on Social Security with Michael Graci of Blackrock to get into the intricacies of Social Security. Michael, an expert in the field, highlights the gap in understanding that many near-retirement investors face and emphasizes the importance of making informed decisions about Social Security, given its role as one of the few remaining sources of lifetime inflation-adjusted income.The information contained herein is intended...
2023-11-0630 min
Wealth Strategies UnleashedPreparing for the Unexpected || Wealth Strategies Unleashed EP018Welcome back to another episode of Wealth Strategies Unleashed with Concenture Wealth Management, where we bring financial education and insights directly to you!Robert Gilliland and Mike Alexander dive into the ebb and flow of financial tides. In a world where we often bask in the sunlight of economic highs, there's an art to preparing for the clouds on the horizon. It's not just about money; it's about choices, freedom, and the stories we tell ourselves. This episode isn't a lecture on finance. It's a call to embrace the discipline, to lean into the tension of the...
2023-10-3023 min
Wealth Strategies UnleashedSocial Security Deep Dive Part 1 || Wealth Strategies UnleashedWelcome back to another episode of Wealth Strategies Unleashed with Concenture Wealth Management, where we bring financial education and insights directly to you!In this weeks episode, Robert and Mike are joined by Michael Graci of Blackrock to dive deep into the intricacies of Social Security. Michael, an expert in the field, highlights the gap in understanding that many near-retirement investors face and emphasizes the importance of making informed decisions about Social Security, given its role as one of the few remaining sources of lifetime inflation-adjusted income.The information contained herein is intended to be...
2023-10-2330 min
Wealth Strategies UnleashedHow To Invest In Your 401k || Wealth Strategies UnleashedWelcome back to another episode of Wealth Strategies Unleashed with Concenture Wealth Management, where we bring financial education and insights directly to you!We've all heard of a 401k, and you've probably been told you should use it, but how do you actually invest in a 401K? This week Robert and Mike break down some basic and advanced ways to use your 401k to the fullest of it's abilities. Thank you for tuning into Wealth Strategies Unleashed. We can't wait to share more wealth management tips and strategies with you in the next episode. Until...
2023-10-1621 min
Wealth Strategies UnleashedHow Do Backdoor Roth IRAs Work? || Wealth Strategies Unleashed Podcast EP015Welcome back to another episode of Wealth Strategies Unleashed with Concenture Wealth Management, where we bring financial education and insights directly to you!What are Backdoor Roth IRAs and how do they work? This week on the Wealth Strategies Unleashed Podcast, Mike plays the role of the inquisitive investor and Robert explains the ins and outs of the Backdoor Roth IRA, the differences between traditional and Roth IRA's and more! Thank you for tuning into Wealth Strategies Unleashed. We can't wait to share more wealth management tips and strategies with you in the next episode...
2023-10-0918 min
Wealth Strategies UnleashedRetirement Crisis || Wealth Strategies Unleashed Podcast EP014Welcome back to another episode of Wealth Strategies Unleashed with Concenture Wealth Management, where we bring financial education and insights directly to you!Are the generations that are currently in the workforce saving enough to retire? The numbers might surprise you! This week on the show Robert and Mike chat about the retirement crisis. Are you saving enough? Let's find out! Thank you for tuning into Wealth Strategies Unleashed. We can't wait to share more wealth management tips and strategies with you in the next episode. Until then, keep pushing towards your financial goals and...
2023-10-0216 min
Wealth Strategies UnleashedQuestions You Should Ask Your Financial Advisor || Wealth Strategies Unleashed Podcast EP013Welcome back to another episode of Wealth Strategies Unleashed with Concenture Wealth Management, where we bring financial education and insights directly to you!What questions should you ask your financial advisor to make sure that they are the best fit for you and your plans? This week on the Wealth Strategies Unleashed Podcast, Robert and Mike take turns sharing questions that will help you maximize your relationship with your finacial advisor.Thank you for tuning into Wealth Strategies Unleashed. We can't wait to share more wealth management tips and strategies with you in the next...
2023-09-2519 min
Wealth Strategies UnleashedBusting Financial Myths || Wealth Strategies Unleashed Podcast EP012Welcome back to another episode of Wealth Strategies Unleashed with Concenture Wealth Management, where we bring financial education and insights directly to you!This week on the show we're busting some financial myths! Robert and Mike tackle some of the most common myths and misconceptions in the realm of finance and retirement! Thank you for tuning into Wealth Strategies Unleashed. We can't wait to share more wealth management tips and strategies with you in the next episode. Until then, keep pushing towards your financial goals and don't hesitate to get in touch with us here...
2023-09-1818 min
Wealth Strategies UnleashedFinancial Moves To Make Right Now || Wealth Strategies Unleashed 011Welcome back to another episode of Wealth Strategies Unleashed with Concenture Wealth Management, where we bring financial education and insights directly to you!As we approach the end of the year, we wanted to share a few practical tips and tricks that you can apply to your financial outlook right now. Do you have gains or losses you need to consider well in advance of the end of the year? Are the accounts that you should review? Robert and Mike answer all these and more on this week's episode of the show. Thank you for...
2023-09-1115 min
Wealth Strategies Unleashed6 Common Investing Mistakes || Wealth Strategies Unleashed EP010Welcome back to another episode of Wealth Strategies Unleashed with Concenture Wealth Management, where we bring financial education and insights directly to you!We can't believe this is already our 10th episode! To celebrate episode 10, Robert and Mike are tackling the 6 momst common investing mistakes that they've seen over the years. Are you guilty of any of these? Let us now in the comments if we missed any common mistakes!Thank you for tuning into Wealth Strategies Unleashed. We can't wait to share more wealth management tips and strategies with you in the next episode...
2023-09-0414 min
Wealth Strategies UnleashedVolatility...Friend or Foe? || Wealth Strategies Unleashed Episode 009Welcome back to another episode of Wealth Strategies Unleashed with Concenture Wealth Management, where we bring financial education and insights directly to you!Is market volatility a friend, or a foe? This week on the podcast Robert and Mike are tackling volatility, are the benefits to the market moving in a certain direction besides just going up? We dive into all that and more! Thank you for tuning into Wealth Strategies Unleashed. We can't wait to share more wealth management tips and strategies with you in the next episode. Until then, keep pushing towards your...
2023-08-2820 min
Wealth Strategies UnleashedAlternative Investments || Wealth Strategies Unleashed Podcast EP008Welcome back to another episode of Wealth Strategies Unleashed with Concenture Wealth Management, where we bring financial education and insights directly to you!This week we're talking about AI...no not that AI...this week we're talking about alternative investments. Should you utilize them? What are they? Are they risky? Robert and Mike answer all these questions and more on this episode of the podcast. Thank you for tuning into Wealth Strategies Unleashed. We can't wait to share more wealth management tips and strategies with you in the next episode. Until then, keep pushing towards...
2023-08-2120 min
Wealth Strategies UnleashedWealth Management For Entrepreneurs || Wealth Strategies Unleashed Podcast EP007Anyone running their own business knows what it's like to wear a bunch of different hats...management, accounting, HR, sales, marketing...but what about managing your wealth and the wealth of your business? This week on the podcast Robert and Mike tackle the all too often forgotten aspect of running your own business and planning for your future. Thank you for tuning into Wealth Strategies Unleashed. We can't wait to share more wealth management tips and strategies with you in the next episode. Until then, keep pushing towards your financial goals and don't hesitate to get in...
2023-08-1433 min
Wealth Strategies UnleashedHow Emotions Impact Your Money || Wealth Strategies Unleashed Podcast EP006Welcome back to another episode of Wealth Strategies Unleashed with Concenture Wealth Management, where we bring financial education and insights directly to you!This week on the show we talk about how emotions can impact your financial outlook. Do make level-headed decisions or do you let your emotions dictate your financial future? We share some best practices in this episode to help you understand emotional investing and more! Thank you for tuning into Wealth Strategies Unleashed. We can't wait to share more wealth management tips and strategies with you in the next episode. Until then...
2023-08-0718 min
Wealth Strategies UnleashedHow To Invest || Wealth Strategies Unleashed Podcast EP005Welcome back to another episode of Wealth Strategies Unleashed with Concenture Wealth Management, where we bring financial education and insights directly to you!This week on the show, we break down how you actually go about investing. You've probably heard that you need to invest to help grow your retirement but how do you actually invest? This week we share our thoughts on how to invest and why. Thank you for tuning into Wealth Strategies Unleashed. We can't wait to share more wealth management tips and strategies with you in the next episode. Until then...
2023-07-3116 min
Wealth Strategies UnleashedFinancial Myths & Misconceptions || Wealth Strategies Unleashed Podcast EP004Welcome back to another episode of Wealth Strategies Unleashed with Concenture Wealth Management, where we bring financial education and insights directly to you!This week we're debunking some of the most common myths and misconception surrounding the finance world, wealth management and more!Thank you for tuning into Wealth Strategies Unleashed. We can't wait to share more wealth management tips and strategies with you in the next episode. Until then, keep pushing towards your financial goals and don't hesitate to get in touch with us here if you have any questions: https://concenturewealth.com/contact/
2023-07-2422 min
Wealth Strategies UnleashedHow Do You Build Wealth? || Wealth Strategies Unleashed Podcast EP003Welcome back to another episode of Wealth Strategies Unleashed with Concenture Wealth Management, where we bring financial education and insights directly to you!This week on the show we break down the basics of wealth building, different vehicles for building wealth, and much more! Thank you for tuning into Wealth Strategies Unleashed. We can't wait to share more wealth management tips and strategies with you in the next episode. Until then, keep pushing towards your financial goals and don't hesitate to get in touch with us here if you have any questions: https://concenturewealth.com...
2023-07-1717 min
Wealth Strategies UnleashedIs Wealth Management Worth It? || Wealth Strategies Unleashed Podcast EP002Welcome back to another episode of Wealth Strategies Unleashed with Concenture Wealth Management, where we bring financial education and insights directly to you! In this week's episode we're answering the frequently asked question, "Is Wealth Management Worth It?" Your hosts Robert, Mike, and Karen tackle this and much more! Thank you for tuning into Wealth Strategies Unleashed. We can't wait to share more wealth management tips and strategies with you in the next episode. Until then, keep pushing towards your financial goals and don't hesitate to get in touch with us here if you have any questions...
2023-07-1018 min
Wealth Strategies UnleashedWelcome to the Wealth Strategies Unleashed Podcast! EP001Welcome to the very first episode of the Wealth Strategies Unleashed Podcast with Concenture Wealth Management! In this episode we share our reasoning behind starting this podcast, and what you can expect in the future!Thank you for tuning into Wealth Strategies Unleashed. We can't wait to share more wealth management tips and strategies with you in the next episode. Until then, keep pushing towards your financial goals and don't hesitate to get in touch with us here if you have any questions: https://concenturewealth.com/contact/Subscribe to our podcast, and if...
2023-06-3006 min
Money Talks News: The PodcastDid Your Retirement Nest Egg Shrink Last Year? 5 Things to Do NowLast year was terrible for stocks, with the Dow, S&P and tech-heavy Nasdaq all posting double-digit losses. And that showed up in retirement accounts. According to Fidelity, In the third quarter of 2022, 401(k) balances were 23 percent lower than the year before. That's a lot of loss. This makes for stressful savers, especially those nearing retirement. So, what's an investor to do? Let's find out. In this week's podcast, host Stacy Johnson is joined by financial journalist Miranda Marquit. Listening in and sometimes contributing is producer Aaron Freeman. This wee...
2023-02-0136 min