Shows
Towerpoint Wealth: A Wealth of Knowledge6 Smart Tax Moves To Make Before Filing Your TaxesOur latest episode "6 Smart Tax Moves To Make Before Filing Your Taxes" is designed to help you take charge of your financial future this tax season. In this episode, host Joseph Eschleman, CIMA®, President of Towerpoint Wealth, is joined by our expert guests, Associate Wealth Advisor Megan M. Miller, EA and Steve Pitchford, CPA, CFP® Director of Tax and Financial Planning. Together, they unpack six powerful tax-saving moves that can help you optimize your tax situation before filing. What You’ll Learn In This Episode:Maximizing Retirement Contributions: Discover how fully leveraging your 401(k), IRA, or SEP...2025-02-2444 min
Towerpoint Wealth: A Wealth of KnowledgeStewards of Integrity: The Vital Role of Private Professional FiduciariesIn this episode of A Wealth of Knowledge, we shine a spotlight on the vital and multifaceted role of private professional fiduciaries. Hosted by Joseph Eschleman, President of Towerpoint Wealth, this episode features insights from Jonathan LaTurner, Partner and Wealth Advisor, and Megan Miller, Associate Wealth Advisor, as they unpack the complexities of fiduciary work and share how Towerpoint Wealth supports these professionals.You’ll learn:What it means to be a professional fiduciary and how they navigate their clients’ financial and personal care needs.The challenges fiduciaries face in managing diverse responsibilities, from estate planning and...2025-01-1528 min
Towerpoint Wealth: A Wealth of KnowledgeNavigating the 2024 Tax Season: Your Top 6 Questions, Answered!Welcome to the Season 2 premiere of "A Wealth of Knowledge," where we're plunging into the depths of wealth management to equip you with indispensable guidance and expertise for safeguarding your financial future.Based in Sacramento, California, Towerpoint Wealth transcends the conventional role of a wealth management firm – we're your unwavering financial allies. Renowned as industry leaders, we uphold a sacred fiduciary duty to our clients, ensuring that every decision made is firmly rooted in your best interests.Join us as our seasoned and fully independent financial advisors generously share their wealth of expertise, walking alongside yo...2024-03-1830 min
Towerpoint Wealth: A Wealth of KnowledgeWhy T-Bills May Be Better than CDs!Dive Deeper: Treasury Bills vs. Certificates of Deposit in an all new episode of @twrpointwealth “A Wealth of Knowledge” Podcast - Join President Joseph and special guest advisor @jlattt in this episode as they dissect the nuances of Treasury bills (T-bills) and Certificates of Deposit (CDs), helping you navigate the best choice for conservative investors.Discover the robust advantages T-bills offer, from advanced security features to potential tax benefits and enhanced liquidity. Remember, each investment requires thoughtful consideration. Consult a certified, independent financial planner before making any changes to your investment strategy.2023-11-1713 min
Towerpoint Wealth: A Wealth of KnowledgeWhy T-Bills May Be Better than CDs!Dive Deeper: Treasury Bills vs. Certificates of DepositJoin President Joseph Eschleman and special guest advisor Jonathan LaTurner in this episode of "A Wealth of Knowledge" by Towerpoint Wealth. They unravel the intricacies of Treasury bills (T-bills) and Certificates of Deposit (CDs), shedding light on which might be the optimal choice for conservative investors.Discover the advantages T-bills bring to the table, from enhanced security features to potential tax benefits and liquidity. However, remember, every investment decision warrants careful consideration. Seek guidance from a certified, independent financial planner before making any changes to your investment strategy.For more invaluable insights, hit...2023-10-1213 min
Towerpoint Wealth: A Wealth of KnowledgeWhy T-Bills May Be Better than CDs!Dive Deeper: Treasury Bills vs. Certificates of DepositJoin President Joseph Eschleman and special guest advisor Jonathan LaTurner in this episode of "A Wealth of Knowledge" by Towerpoint Wealth. They unravel the intricacies of Treasury bills (T-bills) and Certificates of Deposit (CDs), shedding light on which might be the optimal choice for conservative investors.Discover the advantages T-bills bring to the table, from enhanced security features to potential tax benefits and liquidity. However, remember, every investment decision warrants careful consideration. Seek guidance from a certified, independent financial planner before making any changes to your investment strategy.For more invaluable insights, hit...2023-10-1013 min
Towerpoint Wealth: A Wealth of KnowledgeReducing the Necessary Evils of Investing: Expenses and TaxesIn this episode, our President, Joseph F. Eschleman, CIMA®, and our Director of Tax and Financial Planning, Steven Pitchford, CPA, CFP®, as they unravel the complexities of managing and reducing the “necessary evils” of investing: expenses and income taxes. Join us as we share valuable insights and practical strategies to empower you as an investor. Discover how to take control of your financial destiny by minimizing expenses and optimizing your tax planning. No longer will these necessary evils hinder your net worth building journey.2023-07-2740 min
Towerpoint Wealth: A Wealth of Knowledge9 Tax Strategies Real Estate Investors Wish They Had KnownIn this episode Megan Miller and Joseph Eschleman talk about the 9 tax strategies real estate investors must know. As Towerpoint Wealth’s President and founder, Joseph provides customized financial planning and strategic wealth management counsel. In building an impressive 21 year career, he continues to help a select group of successful individuals, business owners and entrepreneurs, corporate professionals, and retirees both grow and protect their personal net worth. Joseph’s extensive training, experience, and expertise in portfolio and investment management, sustainable income generation, and comprehensive wealth protection and asset transfer planning has helped him move clients toward their ultimate goal – comple...2023-03-2442 min
Towerpoint Wealth: A Wealth of KnowledgeThe Real estate market in SacramentoMy what a difference 18 months makes!Do you own real estate in the greater Sacramento area? Recently bought a home here? Or, just thinking about buying or selling real estate in the City of Trees?The Sacramento real estate market today is markedly different than the spring of 2020, and certainly not white hot. However, although things have calmed down, here at Towerpoint Wealth, we believe it is useful to remember and understand both how and why the market became so overinflated, as to not repeat the same mistakes twice, and to recognize the benefits of...2023-01-1820 min
Towerpoint Wealth: A Wealth of KnowledgeEconomy in Recession? | Five specific strategies to help you recession proof your portfolioIs the United States economy on the verge of slipping into a recession? Or is the exact opposite happening – is the economy continuing to recover, and is more robust than it is getting credit for? Are we looking towards an economy in recession, or are we more recession proof than many economists believe? While our economy is by no means recession proof, it should come as no surprise to our clients and to TPW friends and colleagues that we take this volatility with a grain of salt, as we pay attention, but rarely react, to these short-term mo...2022-12-0610 min
LifeBloodLeading by Example with Joe EschlemanLifeBlood: We talked about leading by example, how you do one thing is how you do everything, the value and challenge of waking up early, and why you need to show up everyday, with Joe Eschleman, President of Towerpoint Wealth.
Listen to learn why it’s wise to focus on process and the things you can control!
You can learn more about Joseph at TowerPointWealth.com, Facebook, Twitter, Instagram, YouTube and LinkedIn.
Thanks, as always for listening! If you got some value and enjoyed the show, please leave us a review wherever you list...2022-04-1821 min