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
The Review ReviewRETROSPECTICUS 3 - This Just Can’t Be?!Message us ANONYMOUSLY3 whole seasons. Everyone, we’ve reached OVER the top! Now is the perfect time to commit to the bit, and the listen to "RETROSPECTICUS 3: THIS JUST CAN’T BE?!” With the maximum government allowed 33% new audio content! Up to and including, our fabulous “Review Review Rewards” segment, thank yous, some laughs, and not much more! Start the year off in style with us 1/6!****A member of the “Review Review,” family is in the fight of her life, you can help! - TAP/CLICK HERESupport the show**All episodes conta...
2026-01-061h 44
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
Muddy WatersEp. 126 with Rep. Paul Flynn - Faith with actionMuddy Waters Podcast Episode SummaryGuest: Rep. Paul Flynn (R-House District 63 – Winslow, Albion, Freedom, Unity Twp.)Host: Chuck Ellis (@MuddyWatersME) Key TakeawaysFlynn’s Background Why Politics Now? District 63 Snapshot State of Maine Politics Christianity & Politics Call to Action Rep. Flynn: Paul.Flynn@legislature.maine.gov | FB: Paul Flynn for House PAC: “Answering the Call” (no page yet – reach via above) Podcast: muddywaters.us (coffee, merch) | Share/like/subscribe on X, Rumble, YouTube, etc.Contact / SupportQuote to Share:“Every generation has had to answer a call. This is ours.” – Rep. Paul Flynn
2025-11-171h 07
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 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
Deans Counsel63: Paul Pavlou (Miami) on Realizing Moonshot GoalsOn 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...
2025-05-2333 min
Obstacle Dominator Podcast by Matt RobertsUnmasking the Athlete: Finding Success Through Play, Pleasure, Pain, and Purpose with Paul EllisEp 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...
2025-04-191h 35
New Yorker Cartoon Caption Contest PodcastEpisode 197 - Ellis Rosen ReturnsNew 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...
2025-04-031h 47
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
The Sustainable Finance PodcastThis Pathway to a Successful Climate Change Career WorksThe 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”?
2024-12-3122 min
The Write BrainThe Journey of a Songwriter: Paul SikesIn 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...
2024-12-2656 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
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 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 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 minThe Sustainable Finance PodcastSFDR in an Emerging Market Context – the Impact of EU RegulationsPrivate 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...
2024-07-1400 min
E5 FitnessE52 - The actual SYNs of slimming world! Get full access to Paul’s Substack at paulellis.substack.com/subscribe
2024-03-1819 min
E5 FitnessE51 - Decision Fatigue Get full access to Paul’s Substack at paulellis.substack.com/subscribe
2024-03-1110 min
E5 FitnessE50- 8 Habits for Summer fat loss Get full access to Paul’s Substack at paulellis.substack.com/subscribe
2024-03-0523 min
E5 FitnessE49 - Growth Mindset!! Get full access to Paul’s Substack at paulellis.substack.com/subscribe
2024-02-2608 min
2024-02-2211 min
E5 FitnessE5 E47 - Losing weight eating 30 takeaways Get full access to Paul’s Substack at paulellis.substack.com/subscribe
2024-02-0511 min
E5 FitnessEpisode. 45 - 5 lessons from losing 10kg Get full access to Paul’s Substack at paulellis.substack.com/subscribe
2024-01-1523 min
E5 FitnessMake your 2024 goals not suck! Get full access to Paul’s Substack at paulellis.substack.com/subscribe
2023-12-1821 min
E5 FitnessEp 44! - Slimming World Myth Busting!! Get full access to Paul’s Substack at paulellis.substack.com/subscribe
2023-11-2528 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
E5 FitnessE43 - Your 'skinny' friend and Black Friday offer inside!! Get full access to Paul’s Substack at paulellis.substack.com/subscribe
2023-11-0817 min
E5 FitnessE42 - Your weight fluctuates, Deal with it Get full access to Paul’s Substack at paulellis.substack.com/subscribe
2023-11-0127 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
E5 FitnessEp 41 - John Wick Your mind Get full access to Paul’s Substack at paulellis.substack.com/subscribe
2023-10-1719 min
E5 FitnessE40 : Alcohol and fat loss Get full access to Paul’s Substack at paulellis.substack.com/subscribe
2023-09-2820 min
2023-09-1116 min
E5 FitnessE38 - Back to school & Results in 1 hour/week Get full access to Paul’s Substack at paulellis.substack.com/subscribe
2023-09-0419 min
E5 FitnessE37- If i don't have a meal plan, how do i stay on track?? Get full access to Paul’s Substack at paulellis.substack.com/subscribe
2023-08-2836 min
E5 FitnessE36 - Fast vs Slow Weight Loss Get full access to Paul’s Substack at paulellis.substack.com/subscribe
2023-08-2124 min
E5 FitnessEp35 - Night Shift Nutrition Get full access to Paul’s Substack at paulellis.substack.com/subscribe
2023-08-1415 min
E5 FitnessE5 Fitness E34 - There is no 1 diet, caffeine headaches Get full access to Paul’s Substack at paulellis.substack.com/subscribe
2023-08-0712 minThe Sustainable Finance PodcastInvesting in Water Propels Prosperity & Climate ResilienceBuilding 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...
2023-08-0627 min
E5 FitnessE5 Fitness E33 - 5 ways to make your habits stick!! Get full access to Paul’s Substack at paulellis.substack.com/subscribe
2023-07-2417 min
E5 FitnessE32 - SW update and 3 (non-diet) ways to feel better Get full access to Paul’s Substack at paulellis.substack.com/subscribe
2023-07-1823 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
E5 FitnessE5 Fitness E31 - Why Protein foods suck Get full access to Paul’s Substack at paulellis.substack.com/subscribe
2023-07-1009 min
E5 FitnessEpisode 30 - Aspartame, World Health and why you're so tired!! Get full access to Paul’s Substack at paulellis.substack.com/subscribe
2023-07-0314 min
E5 FitnessE29 - I joined Slimming World Ft Coach Ross! Get full access to Paul’s Substack at paulellis.substack.com/subscribe
2023-06-261h 18The Sustainable Finance PodcastDemystifying ESG Integration with Data that MattersMy 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...
2023-06-2534 min
E5 FitnessE28 - How to eat more and lose body fat! Get full access to Paul’s Substack at paulellis.substack.com/subscribe
2023-06-2014 min
E5 FitnessE27 - The most researched white powder - Creatine Get full access to Paul’s Substack at paulellis.substack.com/subscribe
2023-06-1315 min
The Thing with Feathers: birds and hope with Courtney Ellis21: 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
2023-06-0545 min
E5 FitnessEp: 26 - Nutrition and sleep. Get full access to Paul’s Substack at paulellis.substack.com/subscribe
2023-06-0514 min
E5 FitnessE5 Fitness Podcast E25: Sleep Part 1 Get full access to Paul’s Substack at paulellis.substack.com/subscribe
2023-05-2917 min
E5 FitnessE5 fitness Podcast: E24- Imperfect action Get full access to Paul’s Substack at paulellis.substack.com/subscribe
2023-05-2212 min
E5 FitnessE5 Fitness Podcast: E23 - Self sabotage, restaurant meals and weekend routine Get full access to Paul’s Substack at paulellis.substack.com/subscribe
2023-05-1813 min
E5 FitnessE5 Fitness E22: Why diets fail Get full access to Paul’s Substack at paulellis.substack.com/subscribe
2023-05-1519 min
E5 FitnessE5 Fitness: E21 - Three non-food ways to lose fat Get full access to Paul’s Substack at paulellis.substack.com/subscribe
2023-05-1108 min
E5 FitnessE5 Fitness E20- ADHD, life and fitness With Emma Storey-Gordon Get full access to Paul’s Substack at paulellis.substack.com/subscribe
2023-05-0857 min
E5 FitnessE5 Fitness Podcast E19 - Fasting Get full access to Paul’s Substack at paulellis.substack.com/subscribe
2023-05-0417 min
E5 FitnessE5 Fitness podcast: E18 - Myth busting Get full access to Paul’s Substack at paulellis.substack.com/subscribe
2023-05-0148 min
E5 FitnessE5 Fitness E17 - Why everyone should build muscle!! Get full access to Paul’s Substack at paulellis.substack.com/subscribe
2023-04-2710 min
E5 FitnessE5 Fitness E16: Menopause With Ruth Mac! Get full access to Paul’s Substack at paulellis.substack.com/subscribe
2023-04-2452 min
E5 FitnessE5 Fitness podcast: E15 - Protein, fat loss and gym Get full access to Paul’s Substack at paulellis.substack.com/subscribe
2023-04-2012 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
E5 FitnessE5 Fitness podcast E14: Fad diets with Leigh Christina! Get full access to Paul’s Substack at paulellis.substack.com/subscribe
2023-04-171h 04
E5 FitnessE5 Fitness Podcast: E13 - Glutes, greens and getting back Get full access to Paul’s Substack at paulellis.substack.com/subscribe
2023-04-1307 min
E5 FitnessE5 Podcast: E12 - Client insights with John Get full access to Paul’s Substack at paulellis.substack.com/subscribe
2023-04-101h 06
E5 FitnessE5 Fitness E11: Potato vs Rice, weights & cardio Get full access to Paul’s Substack at paulellis.substack.com/subscribe
2023-04-0611 min
E5 FitnessE5 Fitness E10; NEAT Get full access to Paul’s Substack at paulellis.substack.com/subscribe
2023-04-0329 min
E5 FitnessE5 Fitness podcast E9: Q&A Get full access to Paul’s Substack at paulellis.substack.com/subscribe
2023-03-3110 min
E5 FitnessE5 Fitness E8 - Carbohydrates Get full access to Paul’s Substack at paulellis.substack.com/subscribe
2023-03-2737 min
E5 FitnessE5 Fitness Podcast E7: Not a slimming club, club Get full access to Paul’s Substack at paulellis.substack.com/subscribe
2023-03-2024 min
E5 FitnessE5 Fitness podcast E6 - Habits Get full access to Paul’s Substack at paulellis.substack.com/subscribe
2023-03-1454 min