PODCAST
The Trusted Partner Podcast - Wealth Strategies for High Net Worth Families
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
All Episodes
36:28
Popular Client Conversations - E20
en
38:49
Active vs. Passive Misconceptions - E19
en
39:40
Checking In on Hospitality Investments
en
38:11
How Investors Can Fight Cybercrime - E17
en
40:45
Major Crisis? Don't Bank On It - E16
en
38:14
The Vital Business of Business Law - E15
en
36:24
Because Death and Taxes Are Certain - E14
en
38:52
Why Bonds Are Exciting Again - E13
en
36:41
Wild Times in Residential Real Estate - Episode 12
en
37:47
Reviewing '22 and Looking to '23 - Episode 11
en
36:50
Questions You Should Be Asking Your Advisor - Episode 10
en
54:33
Year-End Tax Planning - Episode 9
en
51:17
Planning A Remarkable Career - Episode 8
en
55:19
Building Your Financial Plan - Episode 7
en
45:39
Private Investments 101 - Episode 6
en
42:07
All About Benefits - Episode 5
en
34:51
Get the Odds in Your Favor - Episode 4
en
31:28
Generational Wealth Conversations - Episode 3
en
47:57
Goals-Based Investing - Episode 2
en
32:09
A Trusted Partner - Episode 1
en