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The Trusted Partner Podcast

Feb 29, 2024

Gabe and Jesse chat 1-on-1 about how to conduct challenging financial conversations with friends and family. It's never easy. But done well, having an important financial conversation helps everyone involved, and prevents negative emotions in the long run. Specifically, Gabe and Jesse cover:
 
- The various people in...


Feb 15, 2024

Gabe and Jesse sit down with Charlie Ruff, senior portfolio manager at Cobblestone, to discuss the details of earnings season in the stock market. Their conversation includes:
 
- What is earnings season, and why should we care about it?
 
- What data do companies release, and what kind of conversations do they have...


Feb 1, 2024

Gabe and Jesse chat with Adrian Morgenstern, founder and president of Morgenstern Insurance Services, about the intricacies of personal and commercial insurance. Their conversation includes:
 
- Going beyond simple home and auto policies

- The difference between growing wealth and protecting wealth

- Important...