Aug 31, 2023
Jesse and Gabe sit down with Cobblestone's younger employees
to understand and answer the various financial questions they're
seeing most often from their friends and peers. The discussion
includes:
- social media glamor, the desire to spend and enjoy life, and
balancing the need to save for the future
- learning...
Aug 17, 2023
Jesse and Gabe sit down for an "ask us anything" episode,
answering questions from listeners of the show just like you.
Today's answers include varied topics such as:
- how to balance 401(k) contributions with other short-term
financial needs
- how advisors get paid
- the various service models of different...
Aug 3, 2023
Show notes:
Jesse and Gabe sit down with Phil Castleberry, the vice
president of University Advancement at Rochester Institute of
Technology. Phil, Gabe, and Jesse cover the intersection of
philanthropy and wealth management, including:
- the many reasons to give to charity
- the important of planning your...