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Paul Ellis
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EWM INSIGHTS
Managing Up: A Guide to Elder Care and Family Financial Planning for the Sandwich Generation
Welcome 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...
2025-07-08
39 min
Deans Counsel
63: Paul Pavlou (Miami) on Realizing Moonshot Goals
On this episode of Deans Counsel, moderators Jim Ellis and Ken Kring welcome Paul Pavlou, Dean of the University of Miami's Herbert Business School and Leonard M. Miller University Chair Professor. Recognized as one of the "World's Most Influential Scientific Minds," Paul earned a Ph.D. in Information Systems and a master’s in electrical engineering from the University of Southern California, and a bachelor’s in electrical engineering and managerial studies, magna cum laude, from Rice University. Before arriving at UM, he served as Dean of the Bauer College of Business at the University of Houston, where he help...
2025-05-23
33 min
Obstacle Dominator Podcast by Matt Roberts
Unmasking the Athlete: Finding Success Through Play, Pleasure, Pain, and Purpose with Paul Ellis
Ep 59: Unmasking the Athlete: Finding Success Through Play, Pleasure, Pain, and Purpose with Paul EllisIn this episode, Matt Roberts sits down with Paul Ellis to explore the journey behind the man. They dive into Paul's life story, his experiences in obstacle course racing, and the training history that shaped him. Paul opens up about the lessons learned through challenge, the masks we all wear, and how embracing authenticity can unlock deeper success. They discuss the balance between being a competitive athlete and a playful human, and how finding harmony in all aspects of...
2025-04-19
1h 35
New Yorker Cartoon Caption Contest Podcast
Episode 197 - Ellis Rosen Returns
New Yorker cartoonist, Ellis Rosen, joins us for a second time on the podcast. We catch up on what he's been up to lately, pickleball, New Yorker 100th anniversary parties and numbers stations. A very informative and entertaining discussion of cartoons!You can subscribe to Ellis's newsletter here:https://ellis-newsletter-06cc2e.beehiiv.comYou can also play Ellis's movie based game here:https://www.starcrossed.today And you can buy Ellis's books here:https://www.amazon.com/stores/Ellis-Rosen/author/B091ZHL68SEllis also jo...
2025-04-03
1h 47
EWM INSIGHTS
Maximizing Your Wealth: Tax Planning Considerations for 2025 and Beyond
Welcome 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...
2025-03-20
45 min
EWM INSIGHTS
Empowering Families Through Financial Education - Advanced Planning Series Trailer
Welcome 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...
2025-03-12
01 min
The Sustainable Finance Podcast
This Pathway to a Successful Climate Change Career Works
The Climate Talent Initiative was the brainchild of Roshan Paul during his third major career change, designed to de-risk pathways for skilled people to enter the global climate change workforce. Roshan used his own experience in the climate change sector to create opportunities for others, especially to answer the following question; “How can I earn a good living and have a positive impact on global climate change issues”?
2024-12-31
22 min
The Write Brain
The Journey of a Songwriter: Paul Sikes
In this engaging conversation, Ellis and Dr. Rob interview Paul Sikes, a talented songwriter, about his musical journey, the influence of his upbringing, and the intricacies of songwriting. They explore the differences between right and left brain thinking in music, the challenges of the music industry, and the importance of empathy in songwriting. Paul shares personal anecdotes about his early experiences with music, his admiration for country music, and how he navigates setbacks in his career, emphasizing the joy of the creative process over accolades. In this conversation, Paul shares his insights on the journey of being a musician...
2024-12-26
56 min
EWM INSIGHTS
Merry Christmas and Happy Holidays: Reflections and Gratitude from Paul and Monica
As 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...
2024-12-17
02 min
EWM INSIGHTS
Empowering Change: Gabriella Lino's Journey from Costa Rica to RMG Consulting
EWM 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...
2024-12-10
32 min
EWM INSIGHTS
Demystifying Trusts: Understanding Their Role in Estate Planning
Welcome 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...
2024-11-12
43 min
EWM INSIGHTS
Crisp Mornings and Cozy Evenings; Preparing Your Home for Fall and Winter
EWM 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...
2024-10-30
25 min
EWM INSIGHTS
Salon to Sales: Emma's Journey
EWM 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...
2024-09-26
25 min
EWM INSIGHTS
Queens 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...
2024-08-21
30 min
EWM INSIGHTS
The Tests of Japan with Special Guest Peter Boardman
EWM 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.
2024-07-30
31 min
The Sustainable Finance Podcast
SFDR in an Emerging Market Context – the Impact of EU Regulations
Private equity, blended finance, new regulations like the SFDR, lack of infrastructure, government instability: these are just some of the challenges investors face in financing and executing impact projects in emerging markets. My guest today, Paul Hailey, Head of Impact and ESG at responsAbility Investments AG, walks us through how the company’s projects in South America and North Africa are achieving competitive returns while making significant impacts on climate mitigation, healthcare, education, manufacturing, financial inclusion and quality jobs for the younger generation. Since its inception in 2003, responsAbility has deployed over USD 15 billion in impact investments and currently manages USD 5.0 bi...
2024-07-14
00 min
E5 Fitness
E52 - The actual SYNs of slimming world!
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2024-03-18
19 min
E5 Fitness
E51 - Decision Fatigue
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2024-03-11
10 min
E5 Fitness
E50- 8 Habits for Summer fat loss
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2024-03-05
23 min
E5 Fitness
E49 - Growth Mindset!!
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2024-02-26
08 min
E5 Fitness
The "Mum Tum"
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2024-02-22
11 min
E5 Fitness
E5 E47 - Losing weight eating 30 takeaways
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2024-02-05
11 min
The Jason Ellis Show
Tyler Posey: Portal, Finding Peace, and Paul Blart
Tyler Posey and Brandon Parkhurst join the boys and discuss great facial hair, Jason starring in the cinematic masterpiece "Paul Blart: Mall Cop," getting sober, dealing with difficult parental dynamics and growing from them, and Tyler & Brandon's work with Portal.Check out Portal at https://www.portalexp.comGoodr is giving you FREE SHIPPING on your first order! You can go to goodr.com/ELLIS and use code ELLIS to get FREE shipping.Become your own soulmate, whether you’re looking for on...
2024-01-31
1h 14
E5 Fitness
Episode. 45 - 5 lessons from losing 10kg
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2024-01-15
23 min
Authority Builder Podcast | Client-winning strategies for coaches, consultants, and creatives who want to lead with authority.
Paul Jenkins On Transitions And Finding A Calling
Send us a textIn this episode of the Kaffeen Espresso podcast, host Charlotte Ellis Maldari interviews Paul Jenkins, founder and CEO of League Leaders. Paul shares his journey from running a creative agency to starting a charity that focuses on empowering young people to design their own physical activity experiences. He explains the mission and vision of League Leaders and how they use creativity and co-creation to engage young people in sports and physical activity. Paul also discusses the importance of breaking down barriers and providing opportunities for young people to be active in all aspects...
2024-01-08
42 min
E5 Fitness
Make your 2024 goals not suck!
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2023-12-18
21 min
E5 Fitness
Ep 44! - Slimming World Myth Busting!!
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2023-11-25
28 min
EWM INSIGHTS
EWM 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...
2023-11-14
35 min
E5 Fitness
E43 - Your 'skinny' friend and Black Friday offer inside!!
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2023-11-08
17 min
E5 Fitness
E42 - Your weight fluctuates, Deal with it
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2023-11-01
27 min
EWM INSIGHTS
Japan - A Look Behind the Curtain with Special Guest Peter Boardman
EWM 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...
2023-10-18
41 min
E5 Fitness
Ep 41 - John Wick Your mind
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2023-10-17
19 min
E5 Fitness
E40 : Alcohol and fat loss
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2023-09-28
20 min
E5 Fitness
E39 - Myth busting
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2023-09-11
16 min
E5 Fitness
E38 - Back to school & Results in 1 hour/week
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2023-09-04
19 min
E5 Fitness
E37- If i don't have a meal plan, how do i stay on track??
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2023-08-28
36 min
E5 Fitness
E36 - Fast vs Slow Weight Loss
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2023-08-21
24 min
E5 Fitness
Ep35 - Night Shift Nutrition
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2023-08-14
15 min
E5 Fitness
E5 Fitness E34 - There is no 1 diet, caffeine headaches
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2023-08-07
12 min
The Sustainable Finance Podcast
Investing in Water Propels Prosperity & Climate Resilience
Building a global capital market that accelerates universal access to safe water and sanitation is WaterEquity’s mission and is at the core of global sustainable development. In addition to being a key determinant of improved health outcomes, gender equality and resilience to climate change, it is also a driver of overall economic growth. I’m very pleased to have Paul O’Connell, President of WaterEquity and Gloria Mirrione, Head of Sustainable Finance & Impact Investing, Acre Americas as my guests for this episode of the Sustainable Finance Podcast (SFP). They are joining me to discuss how WaterEquity is using the capita...
2023-08-06
27 min
E5 Fitness
E5 Fitness E33 - 5 ways to make your habits stick!!
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2023-07-24
17 min
E5 Fitness
E32 - SW update and 3 (non-diet) ways to feel better
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2023-07-18
23 min
EWM INSIGHTS
What Is Wealth and Legacy? Special Family Wealth Series
Welcome 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...
2023-07-11
24 min
E5 Fitness
E5 Fitness E31 - Why Protein foods suck
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2023-07-10
09 min
E5 Fitness
Episode 30 - Aspartame, World Health and why you're so tired!!
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2023-07-03
14 min
E5 Fitness
E29 - I joined Slimming World Ft Coach Ross!
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2023-06-26
1h 18
The Sustainable Finance Podcast
Demystifying ESG Integration with Data that Matters
My guests today exemplify an extraordinary partnership in the ESG landscape. Hamilton Lane, a private markets investment management firm with nearly $857 billion in AUM and AUA has a long track record of review and consideration of ESG factors. In 2021 Hamilton Lane joined a consortium of non-profit and for-profit partners to help found Novata, a software platform with the goal to make it easy and practical for the private markets to collect, manage, and act on the ESG metrics. In June 2023, Novata expanded their offering to include the private markets’ broadest collection of ESG benchmarks — enabling its clients to see how thei...
2023-06-25
34 min
Lost And Sound
James Ellis Ford
It’s taken James Ellis Ford twenty plus years in the A game to release his debut solo record. In these years he’s become possibly the go to producer for anyone from Blur to Depeche Mode to Kylie to Gorillaz to Foals to Arctic Monkeys. He’s also a Simian Mobile Disco, a Last Shadow Puppet, an Eno protege and inadvertently responsible for the epoch defining mid noughties anthem We Are Your Friends. It would have been easy for him to have made a celeb heavy, zeitgeist grabbing debut, instead, The Hum, released on Warp, is a dense, widesc...
2023-06-20
1h 04
E5 Fitness
E28 - How to eat more and lose body fat!
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2023-06-20
14 min
E5 Fitness
E27 - The most researched white powder - Creatine
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2023-06-13
15 min
The Thing with Feathers: birds and hope with Courtney Ellis
21: The Story of Stella the Stellar's Jay + Finding Hope in the Wild Things (author + editor Paul J. Pastor)
Courtney talks to Portland-based acquisitions editor and author Paul Pastor, author of Bower Lodge: Poems and The Listening Day about surprising places to find hope, the importance of untamed spaces, and avian nature of hope.Plus: the most charming Stellar's jay story you'll ever encounter.Links from Paul's show:Bower Lodge: PoemsThe Listening DayFree Birding & Ecology ResourcesMerlin Bird IDE-BirdiNaturalistSeek
2023-06-05
45 min
E5 Fitness
Ep: 26 - Nutrition and sleep.
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2023-06-05
14 min
E5 Fitness
E5 Fitness Podcast E25: Sleep Part 1
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2023-05-29
17 min
E5 Fitness
E5 fitness Podcast: E24- Imperfect action
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2023-05-22
12 min
E5 Fitness
E5 Fitness Podcast: E23 - Self sabotage, restaurant meals and weekend routine
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2023-05-18
13 min
E5 Fitness
E5 Fitness E22: Why diets fail
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2023-05-15
19 min
E5 Fitness
E5 Fitness: E21 - Three non-food ways to lose fat
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2023-05-11
08 min
E5 Fitness
E5 Fitness E20- ADHD, life and fitness With Emma Storey-Gordon
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2023-05-08
57 min
E5 Fitness
E5 Fitness Podcast E19 - Fasting
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2023-05-04
17 min
E5 Fitness
E5 Fitness podcast: E18 - Myth busting
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2023-05-01
48 min
E5 Fitness
E5 Fitness E17 - Why everyone should build muscle!!
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2023-04-27
10 min
E5 Fitness
E5 Fitness E16: Menopause With Ruth Mac!
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2023-04-24
52 min
E5 Fitness
E5 Fitness podcast: E15 - Protein, fat loss and gym
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2023-04-20
12 min
EWM INSIGHTS
Have 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...
2023-04-18
28 min
E5 Fitness
E5 Fitness podcast E14: Fad diets with Leigh Christina!
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2023-04-17
1h 04
E5 Fitness
E5 Fitness Podcast: E13 - Glutes, greens and getting back
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2023-04-13
07 min
E5 Fitness
E5 Podcast: E12 - Client insights with John
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2023-04-10
1h 06
E5 Fitness
E5 Fitness E11: Potato vs Rice, weights & cardio
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2023-04-06
11 min
E5 Fitness
E5 Fitness E10; NEAT
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2023-04-03
29 min
E5 Fitness
E5 Fitness podcast E9: Q&A
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2023-03-31
10 min
E5 Fitness
E5 Fitness E8 - Carbohydrates
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2023-03-27
37 min
E5 Fitness
E5 Fitness Podcast E7: Not a slimming club, club
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2023-03-20
24 min
E5 Fitness
E5 Fitness podcast E6 - Habits
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2023-03-14
54 min
E5 Fitness
E5 podcast : E5 - Protein
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2023-03-07
34 min
E5 Fitness
E5 Fitness: E4 - Pre&Post Natal Nutrition/Training with Katie Ward!!
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2023-02-28
56 min
E5 Fitness
E5 Podcast: E3 - Weight Lifting 101
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2023-02-21
26 min
The Thing with Feathers: birds and hope with Courtney Ellis
06: Bird Surveys and St. Francis (Paul Foth, birding guide and church historian)
Courtney talks to Paul Foth about the birding church fathers, getting outdoors as a spiritual practice, Eastern Orthodoxy, and all things Canada.Links from Paul's showPaul's Birding Guide Site: Go Pishing!Free Birding & Ecology ResourcesMerlin Bird IDE-BirdiNaturalistSeekFollow Paul:TwitterThe Thing with Feathers is birds, birding, and hope with an obsessive newbie birder and a wide range of experts and special guests.
2023-02-20
35 min
E5 Fitness
E5 Fitness Podcast. E2: Calories
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2023-02-14
21 min
E5 Fitness
E5 Fitness E1 - Goals
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2023-02-07
14 min
The Thing with Feathers: birds and hope with Courtney Ellis
02: The Friendship Between Faith and Science + Barred Owls (Dr. Paul Wallace, physicist and astronomer)
Courtney talks to Paul Wallace about expansive faith, the gift of wonder, barred owls, and A Bird from the Lord.Links from Paul's showPaul's books - Love & Quasars and The Stars Beneath UsFree Birding & Ecology ResourcesMerlin Bird IDE-BirdiNaturalistSeekFollow Paul:TwitterThe Thing with Feathers is birds, birding, and hope with an obsessive newbie birder and a wide range of experts and special...
2023-01-30
59 min
The LA Realtor Podcast
Work the Job - Advice From Realtor Coach Ellis Posner
Hosts Paul and Sara are joined this week by realtor coach Ellis Posner. We cover how authentic interactions are more important than client conversions, narrowing things down to '7-14 day leads,' and the four important questions realtors should ask themselves every week. We also discuss the struggle of ‘what to say’ as a realtor, the importance of consistent video content, and why having great relationships with other agents may be what closes the deal. Ellis Posner https://www.coachellisposner.com/ https://www.ellisposner.com/ Paul Dashevsky, GreatBuildz https://www.great...
2022-12-27
38 min
The Brick & Mortar Money Show
Winning Is A Decision with Queen Ellis
Although it's easier said than done, try changing your attitude and see how your life improves. Many of us have a moment of vigor after reading an inspirational message online, but when it comes time to act on those words of wisdom, we get complacent and make excuses in our minds. Success is a journey, not a destination, as the saying goes, therefore you must put in daily effort to keep winning. Although working hard is necessary, it's also vital to remember that it's OK to occasionally revitalize your mind, body, an...
2022-11-21
32 min
EWM INSIGHTS
Keeping Your Families Safe - with Officer Hubby part 2
EWM 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...
2022-08-30
23 min
EWM INSIGHTS
Officer Hubby - Keeping Your Families Safe! Part 1
Welcome 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...
2022-08-17
27 min