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The Trusted Partner Podcast

Dec 21, 2023

Gabe and Jesse sit down with Arlene Wilson, director of programs for the Alzheimer's Association of Rochester and the Finger Lakes, on Episode 35 of The Trusted Partner Podcast. They discuss the best ways we can help friends and loved ones suffering from Alzheimer's, including:
 
- Signs and symptoms of cognitive...


Dec 7, 2023

Gabe and Jesse sit down with David Brown, founder and managing partner at Impellent Ventures, on Episode 34 of The Trusted Partner Podcast. They discuss the basics of venture capital, including the venture space in Western New York:
 
- What is venture capital?

- What do typical venture companies look like?

- Where...


Nov 27, 2023

Gabe and Jesse sit down with Jason Garlock, chief investment office at Cobblestone, on Episode 33 of The Trusted Partner Podcast. They discuss the many paths to long-term portfolio success, and they share thoughts on both short-term and long-term outlooks. 
 
- What does a Costa Rican road trip have to do...


Nov 9, 2023

Gabe and Jesse sit down with Erick Bond on Episode 32 of The Trusted Partner Podcast to discuss the new employee benefits landscape during "Open Enrollment" for the 2024 calendar year. Listen as they dive into:
 
- What you can (or can't) do during Open Enrollment. 
 
- What's new in this year's benefit landscape
 
-...


Oct 26, 2023

Gabe and Jesse sit down with Karen Menachof on Episode 31 of The Trusted Partner Podcast to understand the challenges of elderly transitions. They discuss topics like: 
 
- the pros and cons of moving to an assisted-living facility
 
- how children and grandchildren should (and shouldn't) help
 
- when to begin...