Shows
EWM INSIGHTSConnecting Generations: Insights from Senior Living Expert Stefanie TerryIn the latest episode of Insights, host Paul Ellis engages in a heartfelt conversation with Stephanie Terry, the Sales and Marketing Director at Harbor Point Senior Living. Their discussion reveals the profound impact of community and intergenerational relationships in the realm of senior living. Stephanie, a Pacific Northwest native, shares her journey from being an Air Force child to establishing a career dedicated to enriching the lives of seniors.Stephanie's passion for senior living stems from her own experiences with her grandparents, who inspired her to embrace the values of compassion and community service. As she navigates...
2026-01-1340 min
EWM INSIGHTSMerry Moments: Holiday Cheer with Ellis Wealth Management's Tiffany and PaulWelcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL!As the holiday season approaches, it’s a time for reflection, gratitude, and connection. In this special episode, Paul Ellis and Tiffany Burchett take a moment to appreciate the relationships they've built over the past year. The year has been filled with challenges and changes, and they acknowledge the journey that many have experienced. They review the resources they've provided throughout the year, including Planning, Advice, Coaching, and Investments - emphasizing their commitment to the families they serve. With the introduction of...
2025-12-1604 min
EWM INSIGHTSStay Tuned! We've got more on the way!Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL!Stay Tuned - More Insights are on the way!!Feel free to share episodes with those in your circle who are on a similar path of learning. We hope our conversations will help you acquire more knowledge, become even more curious about the gifts that are in and all around us, while supporting you to reach new heights as we grow together.You can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Hom...
2025-11-1101 min
EWM INSIGHTSUnderstanding the Implications of the One Big Beautiful Bill & LegacyWelcome to EWM INSIGHTS, where we celebrate HUMAN CAPITAL!In this podcast edition, we continue our advanced planning series and explore the implications of the recently enacted "One Big Beautiful Bill," focusing on tax planning and investment strategies. We examine key components of this legislation, including the permanence of extended lower income tax rates and new deductions, such as the enhanced standard deduction for individuals and married couples. Additionally, we discuss the strategic advantages of Roth IRA conversions and how these changes can optimize tax situations. We also address significant alterations to estate tax exemptions and deductions...
2025-09-1651 min
EWM INSIGHTSStay Tuned! We've got more on the way!Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL!Stay Tuned - More Insights are on the way!!Feel free to share episodes with those in your circle who are on a similar path of learning. We hope our conversations will help you acquire more knowledge, become even more curious about the gifts that are in and all around us, while supporting you to reach new heights as we grow together.You can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Hom...
2025-08-2201 min
MirageMirage special 300 - The Art of Noise "Hammersmith Odeon Live 1986"Playlist :Tangerine Dream 'Kiew Mission' (Exit)Lightwave 'Nebulous Expansion' (Mirage 300 Exclusive)Double Dragon 'The Empire' (Mirage 300 Exclusive)D*Time 'Dreams In Phantom Currents' (Mirage 300 Exclusive)Rafael Timoner 'Sketch-La - Live' (Mirage 300 Exclusive)Awenson 'I.R.M.' (Mirage 300 Exclusive)Döktor Strange 'Fréquences of Miasmes' (Mirage 300 Exclusive)Mac of BIOnighT 'Light Never Comes' (Mirage 300 Exclusive)Klairzaki 'deMASKed' (Mirage 300 Exclusive)Micado 'Voeux de Paix' (Mirage 300 Exclusive)Maximilien Mathevon 'Pictures 1' (Mirage 300 Exclusive)Michael Brueckner 'Three Hundred Heartbeats Away' (Mirage 300 Exclusive)Orchestra of Electric SapceJazz 'Spheres' (Mirage 300 Ex...
2025-08-037h 46
EWM INSIGHTSManaging Up: A Guide to Elder Care and Family Financial Planning for the Sandwich GenerationWelcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL!EWM INSIGHTS Advanced Planning Series with James Bergeron, J.D.In this latest episode of Insights, host Paul Ellis sits down with Jim Bergeron from Nuveen to discuss the complexities of elder and parental care, a pressing issue for many families today.This "Managing Up" conversation highlights the critical role of proactive, empowering planning that encompasses not only logistical and financial considerations but also the emotional and interpersonal dynamics influencing elder care.With summer gatherings approaching, it’s the perfect opportunity to...
2025-07-0839 min
EWM INSIGHTSThe Investment of Fatherhood: The Ultimate Long-Term InvestmentWelcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL!In this special classic replay edition podcast, we explore one of life’s greatest investments: fatherhood. Paul emphasizes that while financial investments often dominate discussions, the impact of being an active father is profound and lasting.As we celebrate Father’s Day, Paul shares heartfelt reflections on the importance of nurturing relationships with children. He argues that the true measure of wealth lies in the time spent with family, as involved fathers significantly enhance their children's emotional and psychological well-being.Staggering stati...
2025-06-1115 min
EWM INSIGHTSMemorial Day Reflections - Classic Replay: The Value of a Life of HonorWelcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL!In this special edition podcast in honor of Memorial Day, we learn of the life, and impact of Hal Moore.A graduate of the West Point Military Academy, Lt. General “Hal” G. Moore Jr, had significant impact on those he served, those who served with him - and beyond. His book, “We Were Soldiers Once…and Young”, a New York Times Best Seller became a Hollywood movie entitled “We Were Soldiers”, starring Mel Gibson and Sam Elliott, for which it was nominated for 5...
2025-05-2008 min
EWM INSIGHTS"When Mom Was King" : A Mother's Day MessageWelcome to EWM INSIGHTS, where we celebrate HUMAN CAPITAL!In this episode, we share a personal message for Mother's Day!We hope it encourages mothers everywhere, and those attempting to fill the role, with the understanding that no one can take your place, and your love is a powerful force—both now and for generations to come.Feel free to share this episode with those in your circle who are on a similar path of learning.It is our desire that our conversations will help you acquire more knowledge, become even mo...
2025-05-0807 min
EWM INSIGHTSNavigating Dynamic Markets and The Importance of The Human Touch: Insights from Torey Pellegrini, CFAWelcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL!In this edition of INSIGHTS we sit down for for a conversation with Torey Pellegrini, CFA, from The London Company, breaking down the basics of market dynamics and investment management. We talk about the key ideas behind making smart investment decisions and why it’s important to keep a long-term view, especially as the market keeps changing. Torey explains the different asset classes and how they fit into a portfolio, stressing that having a solid strategy is crucial for managing risk while aiming fo...
2025-04-1346 min
EWM INSIGHTSMaximizing Your Wealth: Tax Planning Considerations for 2025 and BeyondWelcome to EWM INSIGHTS, where we celebrate HUMAN CAPITAL!In a comprehensive discussion on tax planning in the context of 2025, Paul Ellis, Jim Bergeron, and Graham Foltz engage in a thoughtful exploration of the impending changes to estate and gift taxes, underscoring the necessity for families of substantial wealth to reassess their financial strategies.The conversation frames the upcoming reduction of the estate tax exemption—a transition from nearly $14 million to around $7 million—as a pivotal moment that requires immediate action from those with assets valued between $10 million and $25 million. The speakers articulate the multifaceted natu...
2025-03-2045 min
EWM INSIGHTSEmpowering Families Through Financial Education - Advanced Planning Series TrailerWelcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL!Feel free to share this Advanced Planning Series with those in your circle who are on a similar path of learning.Takeaways: Ellis Wealth Management specializes in providing comprehensive financial planning and investment management services. The advanced planning series focuses on imparting financial literacy and fostering family wealth education. A critical tenet of financial success is not merely earning money but retaining it effectively. Knowledge and understanding of financial matters are as valuable as the assets one possesses. We aim to help families align...
2025-03-1201 min
EWM INSIGHTSInvesting in Passion: A Journalists Path to Success with M. Kienan BriscoeWelcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL!In this episode of insights, M. Kienan Briscoe shares his journey from New York to Seattle, and aspiring author to Senior Reporter at the Lynwood Times. Kienan discusses the pivotal moments that led him to pursue a career in journalism, emphasizing the significance of curiosity and the importance of uncovering truths within the community. He further articulates the responsibilities that come with journalism, emphasizing that it is not merely about reporting news but about providing citizens with the information they need to make informed decisions. ...
2025-02-1947 min
EWM INSIGHTSStay Tuned! We've got more on the way!Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL!Stay Tuned - More Insights are on the way!!Feel free to share episodes with those in your circle who are on a similar path of learning. We hope our conversations will help you acquire more knowledge, become even more curious about the gifts that are in and all around us, while supporting you to reach new heights as we grow together.You can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Hom...
2025-02-1101 min
EWM INSIGHTSMerry Christmas and Happy Holidays: Reflections and Gratitude from Paul and MonicaAs we wrap up 2023, join Paul Ellis and Monica Rogers in a special holiday episode where they express their heartfelt gratitude to you, our valued clients and listeners. Despite the challenges and changes, this year has been filled with new opportunities and blessings - a sentiment beautifully encapsulated by Paul's reference to it as the "Year of the Dragon."Paul and Monica also review the successful initiatives and accomplishments at Ellis Wealth Management over this year , including the completion of the Family Wealth series and the launch of an Advanced Planning Series with the help of...
2024-12-1702 min
EWM INSIGHTSEmpowering Change: Gabriella Lino's Journey from Costa Rica to RMG ConsultingEWM INSIGHTS with special Special Guest Gabriela Lino of RMG ConsultingEmpowering Change: Gabriella Lino's Journey from Costa Rica to RMG ConsultingWelcome to EWM INSIGHTS where we celebrate HUMAN CAPITAL!Join us in this special episode as we sit down with Gabriella Lino, a dynamic entrepreneur and founder of RMG Consulting. Gabriella is revolutionizing the marketing and public relations landscape with her innovative strategies and relentless drive. Known for empowering businesses and nonprofits, she shares her journey and insights from building global connections to fostering community growth.Discover h...
2024-12-1032 min
Le pitch était presque parfait23 - NOVEMBRE 2024 - LE COMPTOIR TIME MACHINEInscrivez-vous à la newsletterXad et Quentin te proposent un tour des sorties du mois au cinéma, il y a 10 ans, 20 ans, 30 ans, 40 ans et 50 ans. Novembre 2014Interstellar de Christopher Nolan[REC] 4 de Jaume BalagueróLa Prochaine fois je viserai le coeur de Cédric AngeQui vive de Marianne TardieuHunger Games - La Révolte : Partie 1 de Francis LawrenceUn illustre inconnu de Matthieu DelaporteCalomnies de Jean-Pierre Mocky
2024-11-2709 min
EWM INSIGHTSDemystifying Trusts: Understanding Their Role in Estate PlanningWelcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL!EWM INSIGHTS Advanced Planning Series with James Bergeron, J.D.I am pleased to announce that my friends at Nuveen Investments are joining us again for an Advanced Planning series sharing very important Financial and Wealth Management information to help your family become stronger and more independent. I am joined by my colleague James A. Bergeron, J.D.Jim is an Advisor Education Consultant in the Global Learning and Development group where he and the team focus on developing and delivering int...
2024-11-1243 min
EWM INSIGHTSCrisp Mornings and Cozy Evenings; Preparing Your Home for Fall and WinterEWM INSIGHTS with Special Guest Jim Tinsley!"Crisp Mornings and Cozy Evenings; Preparing Your Home for Fall and Winter".Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL!In this special episode of EWM Insights, we visit with Jim Tinsley and discuss the transition from summer to fall in our picturesque Pacific Northwest.As the crisp mornings and warm afternoons signal the end of our "Indian Summer", we focus on preparing our homes for the upcoming season. Discover insightful professional tips and strategies to ensure your home, one...
2024-10-3025 min
EWM INSIGHTSSalon to Sales: Emma's JourneyEWM INSIGHTS with Special Guest Emma Busig!Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL!In this special episode of EWM Insights, we visit with Emma Busig and discuss her professional journey in the Pacific Northwest with Pacific Office Automation!"Winners figure out how to get it done."In this episode of Insights, we have a heartfelt conversation with Emma Busig from Pacific Office Automation.Emma shares her journey from Wisconsin to the Pacific Northwest and her transition from working in a salon to thriving in business...
2024-09-2625 min
EWM INSIGHTSFrom the Stage to Estate: Digital Matters with Special Guest Phillip Nathaniel FreemanWelcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL!EWM INSIGHTS Advanced Planning Series with James Bergeron, J.D. and Special Guest, Phillip Nathaniel Freeman!I am pleased to announce that my friends at Nuveen Investments are joining us again for an Advanced Planning series sharing very important Financial and Wealth Management information to help your family become stronger and more independent.I am joined by my colleague James A. Bergeron, J.D. and Special Guest Phillip Nathaniel Freeman!It has been said:" It is not how much...
2024-09-1047 min
EWM INSIGHTSQueens of the Interior!EWM INSIGHTS with special Special Guests Alicia Magnan and Alicia Stach - OttenstrorWelcome to EWM INSIGHTS where we celebrate HUMAN CAPITAL!Are You Ready to turn your home renovation dreams into reality?In this special episode of EWM Insights, we visit with Ashlyn Magnan of Northlight Custom Builders and Alicia Stach - Ottenstror of Alimay Interiors to discuss the world of custom building and interior design. Both experts share invaluable insights on everything from the sentimental value of home renovations, to the latest trends in...
2024-08-2130 min
EWM INSIGHTSGET READY - The NEW Advanced Planning Series!!Join Paul Bertrand Ellis, CIMA® , President and Managing Directorof Ellis Wealth Management LLC, as he teams up with James A.Bergeron, J.D., of Nuveen Investments for an Advanced PlanningSeries. Together they explain financial literacy and family wealth education,providing insights and practical steps to help you navigate complexfinancial areas and support your family's values. Discover and learn how to grow and keep your assets throughpractical steps - while creating a Legacy!It h...
2024-08-1601 min
EWM INSIGHTSThe Tests of Japan with Special Guest Peter BoardmanEWM INSIGHTS with special Special Guest Peter Boardman, Portfolio Manager and Equity Analyst - Nuveen International Value Fund Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL!In this special episode of EWM Insights, we visit again with Peter Boardman, Portfolio Manager and Equity Analyst with Nuveen.We again pull back the curtain and let the public listen in on a private discussion normally exclusive to private clients of Ellis Wealth Management. This episode is packed with valuable information for both seasoned investors and those new to the financial markets.
2024-07-3031 min
EWM INSIGHTSKarolina Tomaszewska - "I Want To Create Miracles!"Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL!In this edition of the podcast we sit down with the incredibly talented pianist, Karolina Tomaszewska. Born in Poland and currently studying in Paris, Karolina has won numerous international piano competitions and has performed at prestigious venues like Carnegie Hall. Karolina recalls being captivated by a Chopin concert at the age of eight, a moment that sparked her desire to create "miracles" through music.We discuss her journey into music, the influences that shaped her career, and her new innovative app, Fo...
2024-07-1631 min
EWM INSIGHTSElks In Your Community - With Special Guest J. Donovan Smith!!Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL!In this episode of INSIGHTs we welcomes JD Smith, the creative mind behind J. Donovan Smith Creative. This episode is a treasure for anyone interested in the intersection of creativity, business, and community service.JD Smith's journey into the world of creative marketing services began quite unexpectedly. Initially enrolled in business management classes, JD stumbled upon an elective in design that changed the course of his career. "I got into the profession by accident... and I absolutely fell in love with it," JD shares. This...
2024-06-2521 min
EWM INSIGHTSThe Investment of Fatherhood - Classic ReplayWelcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL!In this special edition podcast we discuss one of the greatest investments a man can make - The Investment of Fatherhood. Originally posted in The Lynnwood Times in June of 2021. We trust this episode will inspire you this father's day weekend and highlight the amazing, and eternal, results of your commitment to your greatest treasure - Family! Additional Notes and resources have been attached below. Feel free to share this episode with those in your circle who are on...
2024-06-1114 min
EWM INSIGHTSEWM Insights with Jim Tinsley - Homes, Hotdogs and Packs for Kids!Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL!Join us for a heartfelt conversation with Jim Tinsley, a local, seasoned, expert real estate agent - and a real life community hero in Snohomish County, who also serves as the president of the Mukilteo Chamber of Commerce Board of Directors, and is a passionate community advocate. Jim shares his insight - offering a candid look at the current real estate landscape. He also highlights the shifts and trends where people are moving - and why the emotional aspect of buying a home is l...
2024-05-1429 min
EWM INSIGHTSMother's Day Special Message: "When Mom Was King!"Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL!In this episode we share a personal message for Mother's Day! We hope it encourages mother's everywhere, and those attempting to fill the role, with theunderstanding that no one can take your place, and your love is a powerful force - both now,and for generations to come. Feel free to share this episode with those in your circle who are on a similar path of learning. It is our...
2024-05-0807 min
EWM INSIGHTSStay Tuned! We've got More on the Way!!Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL!We hope our conversations will help you acquire more knowledge, become even more curious about the gifts that are in and all around us, while supporting you to reach new heights as we grow together.You can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/Above all, through EWM INSIGHTS we want to encourage you to:INVEST IN WHAT YOU LOVE!®-----------------------------------
2024-04-2601 min
EWM INSIGHTSLiving In Your Design with Special Guest Kevin PlumacherWelcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL!In this episode we speak with Kevin Plumacher, Owner of LeBlanc Floors and Interiors in beautiful Mukilteo, Washington!Kevin's love for craftsmanship, history and artistry has guided him through his career and community involvement.Kevin brings over 24 years of his wealth of knowledge and passion for carpentry and design to Mukilteo and Snohomish County.In this episode we discuss the value of history, the importance of an expanded education that includes wood shop and vocational...
2024-01-1637 min
EWM INSIGHTSA Holiday Message with Pecan Pie, Chocolate Chips, and Tarts!EWM INSIGHTS HOLIDAY CHRISTMAS MESSAGE 2023In this podcast Monica Rodgers and Michael Gilbraith, Service Team Leads for Ellis Wealth Management join Paul to share their thoughts, and a Special Holiday Christmas Message!Wherever you are this season, we wish you and yours a very Merry Christmas, and a New Year filled with blessings!Thank you for the opportunity to serve and share with you throughout this year - and we look forward to continuing our relationship in the years to come!Subscribe and listen to podcast EWM INSIGHTS - w...
2023-12-1404 min
EWM INSIGHTSYou Make A Life By What You Give!⚜️❤️ The Family Wealth Series !! IT IS WITH GREAT PLEASURE THAT WE CONTINUE:THE FAMILY WEALTH PODCAST SERIES.With with Special Guests James A. Bergeron, J.D. and Brian Bere.It’s been said:“It’s Not How Much You Make, It’s How Much You Keep”Join me and my colleagues, James A. Bergeron, J.D. and Brian Bere at Nuveen Investments, for a podcast series that focuses sharing important Family Wealth Management information that is designed to help you, and your family, become stronger and more independent. ...
2023-12-1228 min
EWM INSIGHTSPutting Your Signature to Your LegacyWelcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL!EWM INSIGHTS - Family Wealth Series with special Special Guests James Bergeron, J.D., and Brian BeréI am pleased to announce that my friends at Nuveen Investments are joining us for a series sharing very important Financial and Wealth Management information that is sure to help your family become stronger and more independent. The Family Wealth Series is focused on Financial Literacy and Family Wealth Education designed to provide you with insight AND practical action steps to help you navigate vital, yet comp...
2023-11-2127 min
EWM INSIGHTSEWM Insights with Cy Aleman - First Down and a Lifetime to Go!Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL!In this edition podcast we sit down with Cy Aleman. EWM INSIGHTS with special Special Guest Cy Aleman, CFP®In this episode of Insights CY Aleman is our guest.We discuss Cy's unique journey from being Second Team Pac-10 All Academic WR for the Oregon Ducks to eventually being part of the electrifying team that ranked the #2 team in in College Football, to today leading a winning financial support team for Amundi Asset Management that spans the Northwest, Alaska, Montana and Idaho...
2023-11-1435 min
Spirituality Now!170 - A Touchdown of Wealth with Paul EllisInvest in What You Love.“Nourish yourself into Wealth”Paul Bertrand Ellis is an accomplished 25-year financial industry veteran. In addition to various investment and insurance licenses, he holds certification as a Certified Investment Management Analyst (CIMA®️) through the Investments & Wealth Institute and the Wharton School of the University of Pennsylvania.Founder of Ellis Wealth Management, the financial advisory team of Ellis Wealth Management, LLC brings over 25 years of experience in wealth management, liability management, financial planning, and world-class investment management.In his practice, Paul provides a values-based approach focusing on high-net-worth wealth...
2023-11-0140 min
EWM INSIGHTSPreparing The Family to Succeed Well into Wealth⚜️❤️ The Family Wealth Series !! IT IS WITH GREAT PLEASURE THAT WE CONTINUE:THE FAMILY WEALTH PODCAST SERIES.With with Special Guests James A. Bergeron, J.D. and Brian Beré.It’s been said:“It’s Not How Much You Make, It’s How Much You Keep”Join me and my colleagues, James A. Bergeron, J.D. and Brian Bere at Nuveen Investments, for a podcast series that focuses sharing important Family Wealth Management information that is designed to help you, and your family, become stronger and more independent. J...
2023-10-2336 min
EWM INSIGHTSJapan - A Look Behind the Curtain with Special Guest Peter BoardmanEWM INSIGHTS with special Special Guest Peter Boardman, Portfolio Manager and Equity Analyst - Nuveen International Value Fund Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL!In this special episode of EWM Insights, Portfolio Manager and Equity Analyst, Peter Boardman is our guest.We pull back the curtain and let the public listen in on a private discussion normally exclusive to private clients of Ellis Wealth Management. We discuss the complexity and attraction to the Japanese Market in a time where many are considering investment options outside of the US...
2023-10-1841 min
EWM INSIGHTSCreating Your Family Compass and GPS to Legacy⚜️❤️ The Family Wealth Series !! IT IS WITH GREAT PLEASURE THAT WE CONTINUE:THE FAMILY WEALTH PODCAST SERIES.With with Special Guests James A. Bergeron, J.D. and Brian Bere.It’s been said:“It’s Not How Much You Make, It’s How Much You Keep”Join me and my colleagues, James A. Bergeron, J.D. and Brian Bere at Nuveen Investments, for a podcast series that focuses sharing important Family Wealth Management information that is designed to help you, and your family, become stronger and more independent. ...
2023-09-2241 min
EWM INSIGHTSGET READY FOR ANOTHER EPISODE IN THE FAMILY WEALTH PLANNING SERIES!!STAY TUNED for the next episode of The Family Wealth Series !!IT IS WITH GREAT PLEASURE THAT WE CONTINUE:THE FAMILY WEALTH PODCAST SERIES.With with Special Guests James A. Bergeron, J.D. and Brian Bere.It’s been said:“It’s Not How Much You Make, It’s How Much You Keep”Join me and my colleagues, James A. Bergeron, J.D. and Brian Bere at Nuveen Investments, for a podcast series that focuses sharing important Family Wealth Management information that is designed to help you, and your fam...
2023-09-2001 min
EWM INSIGHTSThe 4 Corner Documents - Special Family Wealth Series Episode 2⚜️❤️ The Family Wealth Series !! IT IS WITH GREAT PLEASURE THAT WE CONTINUE:THE FAMILY WEALTH PODCAST SERIES.With with Special Guests James A. Bergeron, J.D. and Brian Bere.It’s been said:“It’s Not How Much You Make, It’s How Much You Keep”Join me and my colleagues, James A. Bergeron, J.D. and Brian Bere at Nuveen Investments, for a podcast series that focuses sharing important Family Wealth Management information that is designed to help you, and your family, become stronger and more independent. ...
2023-08-2746 min
MirageMirage 200 - Tangerine Dream "Sydney 22 Feb 1982 and exclusivesMike Oldfield "Platinum Parts 1-4" (Platinum)HaRaa "Chamablanc (Le Berger)" (Mirage 200 Exclusive)Klairzaki "Dopamine" (Mirage 200 Exclusive)Michael Brückner "Arps of Freedom" (Mirage 200 Exclusive)Rafael Timoner "Bloopy Loop" (Mirage 200 Exclusive)Paul Haslinger & Peter Baumann "25,000 Days Instrumental" (Blue Room)D*Time "Dreaming Ghosts Holding Hands" (Mirage 200 Exclusive)Double Dragon "Monster" (Mirage 200 Exclusive)Lightwave "Proxima Centauri" (Mirage 200 Exclusive)Awenson "The Cyclades" (Mirage 200 Exclusive)ADN" Ckrystall "Manuel Meets Edgar" (Mirage 200 Exclusive)Tangerine Dream "Convention of the 24" (Sydney Feb 22nd 1982)Tangerine Dream "White Eagle" (Sydney Feb 22nd 1982)Tangerine Dream "Ayers M...
2023-08-267h 51
EWM INSIGHTSStay Tuned and Get Ready for Another Episode of the Family Wealth Series!STAY TUNED for the next episode of The Family Wealth Series !!IT IS WITH GREAT PLEASURE THAT WE CONTINUE:THE FAMILY WEALTH PODCAST SERIES.With with Special Guests James A. Bergeron, J.D. and Brian Bere.It’s been said:“It’s Not How Much You Make, It’s How Much You Keep”Join me and my colleagues, James A. Bergeron, J.D. and Brian Bere at Nuveen Investments, for a podcast series that focuses sharing important Family Wealth Management information that is designed to help you...
2023-08-2301 min
EWM INSIGHTSWhat Is Wealth and Legacy? Special Family Wealth SeriesWelcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL!EWM INSIGHTS - Family Wealth Series with special Special Guests James Bergeron, J.D., and Brian BeréAnnouncing The Family Wealth Series!With with Special Guests James A. Bergeron, J.D. and Brian BeréIt has been said, “It’s Not How Much You Make, It’s How Much You Keep”Join me and my colleagues James A. Bergeron, J.D. and Brian Beré from Nuveen Investments, for a podcast series that focuses on valuable Family Wealth Management...
2023-07-1124 min
EWM INSIGHTSAnnouncing the Family Wealth Series!!Announcing The Family Wealth Series!!IT IS WITH GREAT PLEASURE THAT I AM INTRODUCING:THE FAMILY WEALTH PODCAST SERIES.MONTHLY STARTING MID JULY !!!With with Special Guests James A. Bergeron, J.D. and Brian Bere.It’s been said:“It’s Not How Much You Make, It’s How Much You Keep”Join me and my colleagues, James A. Bergeron, J.D. and Brian Bere at Nuveen Investments, for a podcast series that focuses sharing important Family Wealth Management information that is designed to help you, and y...
2023-07-0601 min
EWM INSIGHTSThe Investment of Fatherhood - A Special ReplayWelcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL!In this episode by special request we replay a podcast dedicated to Fathers. We trust this episode will inspire you this father's day weekend and highlight the amazing, and eternal, results of your commitment to your greatest treasure - Family!Feel free to share this episode with those in your circle who are on a similar path of learning.We hope our conversations will help you acquire more knowledge, become even more curious about the gifts that are in and all...
2023-06-1414 min
EWM INSIGHTSSpecial Mother's Day Episode: When Mom Was King!Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL!In this episode we share a personal message for Mother's Day! We hope it encourages mother's everywhere, and those attempting to fill the role, with theunderstanding that no one can take your place, and your love is a powerful force - both now,and for generations to come. Feel free to share this episode with those in your circle who are on a similar path of learning. It is our...
2023-05-1107 min
EWM INSIGHTSHave You Out Run Your Insurance? [The Importance of Reviews]EWM INSIGHTS with special Special Guest Robb Stottlemyer, Director of Life Brokerage SalesWelcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL!In this episode of Insights Robb Stottlemyer is our guest.We discuss the importance of reviewing life insurance, question if life insurance still relevant, why life insurance matters, and the many ways it can be used to help achieve both life and estate goals. Note: This is an educational discussion and NOT an offer to purchase or sell insurance or investment products. It is Ellis Wealth Man...
2023-04-1828 min
EWM INSIGHTSCoffee and Conversation with Award Winning Chef Adrian RamirezWelcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL ! In this episode we speak with Adrian Ramirez, Chief Chef and Owner of Red Cork Bistro and Tequeria Puebla restaurants in beautiful Mukilteo, Washington!Adrian Ramirez moved to Mukilteo at age 10 and has been in the restaurant business since the age of 17. His first taste of the culinary world was in May 1999 as a dishwasher at Harbor Pointe Golf Club. Within a year he became a line cook, which ignited his passion for the kitchen.He attended Sno-Isle tech school and quickly discovered hi...
2023-02-0739 min
EWM INSIGHTSJamie Scheppers - The ART of Living!Welcome to EWM INSIGHTS with Special Guest Jamie L. Scheppers!Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL!In this episode we discuss seeking and learning from others, connecting OUR dots, building on prior success and exploring OUR potential, with Jamie L. Scheppers.Jamie’s journey has included Ballet, Web Communications, World Travel to VP of Administrations N.H. Scheppers Distributing Company.Jamie discusses the indispensable value of family, and the impact that mentors and coaches from her ballet teacher, Lisa Wolfsberger to world-renown Trainer, CEO and New York Times...
2023-01-1039 min
EWM INSIGHTSA Holiday Message with Popcorn and Family Carnivals!!EWM INSIGHTS HOLIDAY CHRISTMAS MESSAGE 2022In this podcast we share with our listening audience a special Holiday Christmas Message!Joining us today is Monica Rodgers, Service Team Lead for Ellis Wealth Management. Wherever you are this season, we wish you and yours a very Merry Christmas and a New Year filled with blessings!Thank you for the opportunity to serve and share with you throughout this year - and we look forward to continuing our relationship in the years to come! ...
2022-12-1403 min
EWM INSIGHTSPulling Back The Curtain - A Private Conversation with Sarah BaldwinWelcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL!In this edition podcast we listen to a private conversation with Sarah Baldwin, Portfolio Manager and COO of Longboard Asset Management. At Ellis Wealth Management we champion human capital - surround and support it planning, coaching and professional investment management. Clients of EWM also receive access to private content and information. In this podcast we pull back the curtain and share a Private Client podcast conversation with Sarah Baldwin, COO and Portfolio Manager with Longboard Asset Management. Sarah discu...
2022-12-0840 min
EWM INSIGHTSThe Journey of Joy - An Insiders Discussion of Mental HealthEWM Insights with Special Guest Joy StepperWelcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL!In this special episode of Insights Joy Stepper is our guest. Joy Stepper shares her mental health journey from childhood into adulthood. Joy recounts a childhood where her emotional challenges were often misdiagnosed leading to frustration and misunderstanding. As a teenager these frustrations intensified with misdiagnosis and medications. Eventually Autism Spectrum Disorder was found to be the culprit. With the right diagnosis, a loving family, and the help of specialized and qualified the...
2022-11-1027 min
EWM INSIGHTSStay Tuned - More Insights On The Way!!Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL!Stay Tuned - More Insights are on the way!!Feel free to share episodes with those in your circle who are on a similar path of learning. We hope our conversations will help you acquire more knowledge, become even more curious about the gifts that are in and all around us, while supporting you to reach new heights as we grow together.You can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management...
2022-10-2701 min
EWM INSIGHTSGetting the Real Scoop with Mario Lotmore, Owner and Publisher of The Lynnwood TimesWelcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL!EWM Insights with special Special Guest Officer Mario Lotmore, Owner and Publisher of the Lynnwood TimesWelcome to Insights! In this episode of Insights Mario Lotmore is our guest. Mario Lotmore, Owner and Publisher of the Lynnwood Times, returns to share his insights regarding the importance of unbiased local news reporting, investigative reporting, highlighting public engagement, and why making a difference in the world around us can begin in our own backyard. We also discuss local citizens who have cr...
2022-09-2430 min
EWM INSIGHTSKeeping Your Families Safe - with Officer Hubby part 2EWM Insights with special Special Guest Officer Jacob Hubby - Keeping Families Safe - Part 2. In this episode of Insights Officer Jacob Hubby is our guest. A multi tour Marine veteran, Officer Jacob Hubby returns to share his insights regarding community engagement and ways citizens, parents and families can stay safe in our dynamic times. We also discuss the Dolan Report, the challenges law enforcement face, and how we can better understand the the role of today’s police officer and help achieve a more collaborative partnership of service. SUBJECT: EWM I...
2022-08-3023 min
EWM INSIGHTSOfficer Hubby - Keeping Your Families Safe! Part 1Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL!EWM Insights with special Special Guest Officer Jacob Hubby - Keeping Families Safe - Part 1. In this episode of Insights Officer Jacob Hubby is our guest. A multi tour Marine veteran, Officer Jacob Hubby returns to share his insights regarding community engagement and ways citizens, parents and families can stay safe in our dynamic times. We also discuss the Dolan Report, the challenges law enforcement face, and how we can better understand the the role of today’s police officer and help...
2022-08-1727 min
EWM INSIGHTSSome Like it Hot - with Insurance UpdatesWelcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL!In this episode of Insights Robb Stottlemyer is our guest.We also discuss the many facets of Life Insurance and the many ways it can be used to help achieve both life and estate goals.Note: This is an educational discussion and NOT an offer to purchase or sell insurance orinvestment products. It is Ellis Wealth Management’s expressed position that investments should be understood anddiscussed with an accredited financial professional before purchase. Pa...
2022-07-1226 min
EWM INSIGHTSThe Investment of Fatherhood - Special Father's Day MessageWelcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL!In this special edition podcast we discuss one of the greatest investments a man can make - The Investment of Fatherhood. Originally posted in The Lynnwood Times, the statistics have been updated for 2022. We trust this episode will inspire you this father's day weekend and highlight the amazing, and eternal, results of your commitment to your greatest treasure - Family! Additional Notes and resources have been attached below. Feel free to share this episode with those in your circle...
2022-06-1713 min