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:
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...
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