Wealth Your Way podcast series

Latest episodes

Episode Nine

Strategic Philanthropy:
Do Well by Doing Good

Do you want to incorporate charitable giving into your financial plan? Would you like to learn more about how to become engaged in strategic philanthropy—either as an active part of an existing family legacy, or by finding your own path and creating a new tradition of giving?

Listen Now25 minutes

Episode Eight

Estate Planning:
You Are Never Too Young to Start

The two absolutes we can count on in life are death and taxes, yet planning for these two things can be an unpleasant process. Many young adults delay creating a will until they are married or have children, but you can also ensure that your parents, siblings, or other loved ones are provided for by naming them as beneficiaries of your assets.

Listen Now33 minutes

Episode Seven

ESG Investing:
Are your investments in your social circle?

Environmental, social, and governance (ESG) investment strategies offer investors the opportunity to invest with passion and purpose in addition to the long-term goal of earning financial gains.

Listen Now26 minutes

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All episodes

Episode One

Credit and Debt Management:
How to Use Debt Responsibly

While credit cards have many benefits, and establishing credit is wise early in adulthood, a lack of discipline with your credit usage can easily create an undesirable financial situation.

Listen Now28 minutes

Episode Two

Health Insurance and Benefit Selection:
Things to Consider

Choosing a healthcare plan is one of those tasks in life that many of us dread. The process is often unfamiliar and daunting, especially for young people, which may be why so many wish they could avoid it altogether.

Listen Now27 minutes

Episode Three

Savings Options and Retirement Plans:
The Miracle of Tax-Free Compounding

After college, you may find yourself considering multiple job offers. Focusing on the highest salary is tempting, but companies compensate employees in ways that may not be as immediately apparent.

Listen Now23 minutes

Episode Four

Asset allocation:
Location, location, location

Are you the parent of a young adult who has recently ventured out into the workplace? Do you want to help your children learn about investing fundamentals in order to prepare them for a healthy financial life?

Listen Now18 minutes

Episode Five

Basic investments and risk:
Finding your balance

If you are considering investing for the first time, either on your own or through an employer’s retirement plan, you will need to consider your investment objectives, risk tolerance and time horizon.

Listen Now29 minutes

Episode Six

Mutual fund basics:
Power in numbers

Stocks and bonds are the building blocks of portfolios, but few investors have the time to research securities. Instead, mutual funds offer professionally managed, diversified portfolios in one step.

Listen Now30 minutes

Episode Seven

ESG Investing:
Are your investments in your social circle?

Environmental, social, and governance (ESG) investment strategies offer investors the opportunity to invest with passion and purpose in addition to the long-term goal of earning financial gains.

Listen Now26 minutes

Episode Eight

Estate Planning:
You Are Never Too Young to Start

The two absolutes we can count on in life are death and taxes, yet planning for these two things can be an unpleasant process. Many young adults delay creating a will until they are married or have children, but you can also ensure that your parents, siblings, or other loved ones are provided for by naming them as beneficiaries of your assets.

Listen Now33 minutes