x

75% of people globally want unbiased news (Pew Research) but are concerned they're not getting that.

Get balanced coverage with Symby. See how stories are covered across diverse outlets and spot when one side covers a story the other skips.

PODCAST

The Trusted Partner Podcast - Wealth Strategies for High Net Worth Families

Cobblestone Capital Advisors

What does it take to make smarter financial decisions and secure your future? Welcome to The Trusted Partner, where Cobblestone Capital Advisors’ Jesse Cramer and Gabe Chodak bring you engaging conversations with experts in financial planning, investment management, and wealth management. Designed to help you take control of your financial future, this podcast simplifies complex topics like tax-efficient investing, retirement planning strategies, and comprehensive financial planning. Whether

business investing

All Episodes

34:19

Hard Money Talks with Family and Friends - E40

The Trusted Partner Podcast - Wealth Strategies for... ·

2024/02/29

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 life who you'll end up "talking money" with - How to broach the conversation in the first place - Why interpersonal roles matter so much - Tips and tricks on starting,

en

31:44

Earnings Season: What to Watch For

The Trusted Partner Podcast - Wealth Strategies for... ·

2024/02/15

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 with investors? - How useful is earnings season, and what takeaways should long-term investors have? - Does earnings season contain useful economic signals? - What companies act

en

35:29

When Do You Need Personal or Business Insurance? - E38

The Trusted Partner Podcast - Wealth Strategies for... ·

2024/02/01

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 questions people should consider about their personal risk appetite - How business/commercial insurance is vastly different than personal insurance - The craziest insurance claims Adrian

en

47:41

Reviewing '23 and Looking to '24 - E37

The Trusted Partner Podcast - Wealth Strategies for... ·

2024/01/19

Gabe and Jesse chat with Cobblestone CEO and Managing Partner John DiPasquale to review the year of 2023 and look at significant economic and investing questions facing us all in 2024. Specific topics include: - How'd the market do in 2023, and why? - The important takeaways from 2023, including thoughts on cash allocations and broad diversification - How expectations played a role in 2023 results and how they set the table for 2024 - How interest rates, inflation, and economic strength play

en

34:21

Ask Us Anything (Volume #2) - E36

The Trusted Partner Podcast - Wealth Strategies for... ·

2024/01/04

Gabe and Jesse answer listener questions for their second rendition of "Ask Us Anything." Topics for this episode include: - "Why did my account go up so much in November and December?" - "S&P, Dow Jones, NASDAQ...which index should I be looking at?" - "Should I have *any* money in banks right now with low interest rates?" - "How are capital gains taxes calculated?" - "When should I start saving for my kids' college?" - And more! Information presented in this podcast is not

en

33:59

When Your Loved Ones Have Alzheimer's - E35

The Trusted Partner Podcast - Wealth Strategies for... ·

2023/12/21

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 decline - Resources that can help our loved ones get evaluated - How to broach the conversation, "I'm worried about you." - Financial planning and life planning needs - And much

en

41:55

Venturing into Startup Investments - E34

The Trusted Partner Podcast - Wealth Strategies for... ·

2023/12/07

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 does the funding capital come from? - What kind of support do startups need beyond funding? - What does the risk/reward spectrum look like for venture? Information presented

en

43:19

Many Paths to Portfolio Success - E33

The Trusted Partner Podcast - Wealth Strategies for... ·

2023/11/27

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 with investing? - How value vs. growth performed over the past 30 years - But what happened if an investor "chased performance" - The "Magnificent 7" - past, present, and future - Why current

en

35:12

Planning Your Employee Benefits for 2024 - E32

The Trusted Partner Podcast - Wealth Strategies for... ·

2023/11/09

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 - Why insurance prices continue to rise - How to think about ancillary benefits - A framework for making optimal benefits choices for your family - And much more Information

en

37:28

Caring for Elderly Transitions - E31

The Trusted Partner Podcast - Wealth Strategies for... ·

2023/10/26

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 important assisted-living conversations - the timelines of planning a move - the hidden costs of growing older - and much more Information presented in this podcast is not

en

44:47

(Life) Insuring a Great Financial Plan - E30

The Trusted Partner Podcast - Wealth Strategies for... ·

2023/10/12

Gabe and Jesse sit down with Larry Axelrod on Episode 30 of The Trusted Partner Podcast to dive deep into the intersection of life insurance and financial planning. They discuss: - who needs life insurance and why - how you can determine how much insurance you need - considerations for business owners and individuals - underwriting and medical history - how life insurance affects estate planning - and various strategies you can consider in your financial plan Information presented

en

37:10

Inflation, Interest Rates, and Oil Prices - E29

The Trusted Partner Podcast - Wealth Strategies for... ·

2023/09/29

Charlie Ruff sits down with Gabe and Jesse on Episode 29 of The Trusted Partner Podcast to discuss some top-of-mind financial and economic topics, including: - the latest interest rate and inflation updates - what's been happening, why, and what can we expect the future to look like? - why oil prices are slowly rising again, and the impact of oil prices on the economy at-large - the prospect of a government shutdown - what it means for government workers and for investment markets

en

16:30

Our 1-Year Anniversary Recap - E28

The Trusted Partner Podcast - Wealth Strategies for... ·

2023/09/14

The Trusted Partner Podcast is turning 1 year old! To celebrate, in this episode Gabe and Jesse: - share statistics about the past year - discuss the exciting topics we'll be covering in the coming months - highlight some of our favorite clips from the past year - and most of all, thank *you* for enjoying our work Information presented in this podcast is not intended to be nor should be construed as individualized investment advice. All content is of a general nature and solely

en

41:59

Gen Z Financial Topics - E27

The Trusted Partner Podcast - Wealth Strategies for... ·

2023/08/31

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 enough financial terminology to be informed - approaching student loans (pre-college) and dealing with the debt (post-college) - sports gambling...good, bad, or ugly? - the

en

34:50

Ask Us Anything (Vol. 1) - E26

The Trusted Partner Podcast - Wealth Strategies for... ·

2023/08/17

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 advisory firms - the connection (or lack thereof) between money and happiness - how changes in interest rates have/should affect investor choices - how AI is impacting, or might

en

44:30

The Gift of Philanthropy - E25

The Trusted Partner Podcast - Wealth Strategies for... ·

2023/08/03

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 philanthropy - the questions to ask charitable foundations, both before and after you give - the mechanics and benefits of giving - the criticality of family conversations - and much more

en

34:02

Commercial Real Estate After COVID - E24

The Trusted Partner Podcast - Wealth Strategies for... ·

2023/07/20

Jesse and Gabe sit down with Jon Needell, the president and chief investment officer of Kairos Investment Management. Jon helps us understand: - the current state of commercial office real estate - ...and if more pain is coming for commercial office - the difference between central business districts and suburban offices - why grocery and pharmacy retail real estate is ideal right now - the filters needed to find ideal investment opportunities Information presented in this

en

43:50

Wining Up for Summer - E23

The Trusted Partner Podcast - Wealth Strategies for... ·

2023/06/28

Jesse and Gabe sit down with Matt Yaeger, owner of Pinnacle Wine and Liquor in Brighton, NY, to guide our listeners through a non-financial topic - the diverse world of wine and spirits. Matt covers: - the best wines for your summer barbeque - the explosion in bourbon collecting over the past decade - how investing has affected the wine/spirits economy - the business of running a winery, distillery, or neighborhood wine store - how to properly plan your wine tourism - how wine fraud works, and

en

39:34

An Alternative Way to Invest - E22

The Trusted Partner Podcast - Wealth Strategies for... ·

2023/06/22

Jesse and Gabe sit down with Ryan Bynan, who serves as Alternative Investments Analyst at Cobblestone Capital Advisors, to help our listeners understand the huge and diverse world of alternative investments, including: - how to define alternative investments - the important filters used to find worthwhile investment opportunities - how alternatives have been democratized in recent years - why art, gold, and cryptocurrency have glaring investment weaknesses - how to think about investment

en

45:52

The Only Certainty in Investing - E21

The Trusted Partner Podcast - Wealth Strategies for... ·

2023/06/08

Jesse and Gabe sit down with John Jennings, the President and Chief Strategist of St. Louis Trust & Family Office and author of the recently released investing book The Uncertainty Solution, to help our listeners deal with the ever-present uncertainty in the investing world. We discuss: - why John decided to write an investment philosophy book - what are the biggest, most common mistakes investors make - why overconfidence is "the mother of all biases" - why single females are the

en

60 results

Similar Podcasts

TaxTalent.com The Golden Rule Podcast

Adam Golden

TaxTalent.com Podcast

Tony Santiago

Nomad Capitalist Audio Experience

Nomad Capitalist

Supply Shock

Blockworks

RadioBorsa - La tua guida controcorrente per investire bene nella Borsa e nella Vita

SoldiExpert SCF