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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

33:13

Why Most DIY Investors Fail: Inside the Mind of a...

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

2025/07/31

Oleg Litvinenko, a seasoned financial professional, founder of Meetinghouse Capital, and a firm believer in long-term, high-conviction equity strategies dives deep into the world of intelligent investing with Jesse and Gabe. With over two decades of experience managing portfolios, Oleg pulls back the curtain on how he identifies high-quality companies, evaluates leadership, and constructs a focused portfolio designed for enduring growth. He unpacks the difference between investing and speculation,

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26:16

DelMonte and CityGate: Rochester’s Next Landmark...

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

2025/06/14

Jesse and Gabe co-host an inspiring conversation with Alexander DelMonte, President and CEO of the DelMonte Hotel Group. As the third-generation leader of a company that’s helped shape Rochester’s hospitality landscape, Alex shares the remarkable origin story of his family's business, from a bold pitch to Bill Marriott to becoming Marriott’s longest-continuous franchisee. But this episode isn’t just about the past—it’s also about building the future. Alex breaks down the vision behind the CityGate

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39:32

Why Smart People Make Dumb Decisions - E58

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

2025/05/29

Have you ever made a decision that seemed logical at the time, only to realize later that you were swayed by unseen forces? Cognitive biases shape the way we think, often without us even realizing it. In this episode, Jesse and Gabe take a deep dive into the fascinating world of cognitive biases—what they are, how they impact our decision-making, and most importantly, how to recognize and counteract them. Jesse and Gabe also explore real-life examples, psychological insights, and practical

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31:26

Why Business Leaders Must Have a Voice in Government...

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

2025/04/24

Jesse and Gabe sit down with Marc Cohen, Vice President of Government Affairs at O’Donnell and Associates, as they dive into the crucial role of advocacy in shaping the business landscape. With a career spanning from the Greater Rochester Chamber of Commerce to key government positions, Marc shares insider insights on how businesses—large and small—can ensure their voices are heard in legislative decisions. From local ordinances to federal regulations, Marc explains why advocacy isn’t just an

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32:27

The State of the World: Investing Amid Global Shifts...

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

2025/03/27

This week, we’re diving deep into the world of global finance with a truly special guest—Jeff Kleintop, Chief Global Investment Strategist at Charles Schwab. With a staggering $7 trillion in assets under management, Schwab’s insights shape the financial landscape, and Jeff is at the helm of international market analysis. In this episode, Jeff unpacks the latest on tariffs, trade tensions, global economic trends, and market opportunities—including why Europe’s “New Magnificent Seven” might be the

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32:41

Stock Options, RSUs, & Managing Concentration Risk |...

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

2025/02/27

Stock options. Restricted stock units (RSUs). They sound like Wall Street jargon, but if part of your paycheck comes in company stock, these terms could make—or break—your financial future. Join hosts Jesse Cramer and Gabe Chodak as they dive into the world of equity compensation, with Certified Financial Planner (CFP), Allison Shuler. Together, they unravel the complexities of stock compensation, the tax implications you can’t ignore, and the common mistakes that could leave thousands (or more!)

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30:41

Cobblestone’s Best Thinking on 2025 | John DiPasquale...

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

2025/01/30

John DiPasquale, managing partner at Cobblestone Capital Advisors reflects on his 26 years with the firm, discussing its evolution from a small team to a mid-sized business with a strong focus on client satisfaction and sustainable growth. The conversation transitions into a discussion on macroeconomic factors, the importance of setting realistic market expectations, and the role of goals-based investing. John also highlights future plans, including new private investment opportunities, and shares

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35:28

Avoid These Common Residential Real Estate Investing...

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

2024/12/26

Michael Burton, a private investment analyst at Cobblestone Capital Advisors explores the intricacies of residential real estate investing. He shares his journey from junior year in college to owning multiple rental properties in Rochester, New York, and explains the due diligence required for successful real estate investments. The conversation includes insights into the importance of proper tenant screening, managing maintenance and capital improvements, the significant time commitment required,

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28:59

What You Need to Know Before Selling Your Business:...

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

2024/11/28

David Riley, an expert in investment banking, discusses the intricacies of the industry, especially within the context of Western New York. He breaks down how investment banks facilitate large-scale financial transactions, including mergers, acquisitions, and capital raising. David also delves into the different market segments, from top-tier firms like Goldman Sachs to middle-market institutions. He highlights the vital role of investment banks in ensuring smooth transactions, particularly for

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34:17

Life’s Best Investments Aren’t Financial | Kimberly...

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

2024/10/31

Gabe and Jesse explore the world of travel with Kim Greulich, owner of KG Travel Club. As a travel expert, Kim guides listeners through enhancing travel experiences beyond conventional methods. The discussion covers the importance of travel as an investment in personal growth and family bonding, exploring lesser-known destinations, and smart budget management. Additionally, Kim shares insights on the benefits of using travel insurance and optimizing credit card points. Listeners are encouraged to

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33:56

Fed Rate Cut. Now What? - E50

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

2024/09/27

Gabe and Jesse discuss the Federal Reserve's recent September 20th 50 basis points rate cut and its ramifications. They explore the effects on various investment decisions, such as high-yield savings accounts and fixed-income investments, and the broader implications for the stock and real estate markets. They also address how high-net-worth individuals and retirees might be impacted. The episode provides practical advice on navigating these changes and emphasizes the importance of having a solid

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38:29

Sports Cards: Cardboard or Currency? | Zach Stanley -...

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

2024/08/29

Zach Stanley joins the podcast to share insights into the future of the sports card industry, its role as an alternative asset and Zach’s personal stories of treasured sports memorabilia. Zach explains the concept of card breaking, the financial rationale for buying specific teams and its impact on the sports card industry. He elaborates on the evolution of the industry, describing how it has been driven by entertainment and social components emphasizing the importance of creating engaging

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38:58

Hedge Funds: Greedy or Misunderstood? | Jason Garlock...

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

2024/07/25

Jesse and Gabe are joined by Jason Garlock, Chief Investment Officer at Cobblestone Capital Advisors, to demystify hedge funds. The conversation covers what hedge funds are, their legal structure, investment strategies, performance metrics, fee structures, and regulatory environment. Jason draws comparisons with mutual funds and traditional investments, emphasizing the importance of understanding the manager's role and strategy. The episode also touches on the relevance of hedge funds in modern

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37:05

Should Couples Combine Their Finances? | E47

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

2024/06/06

Jesse and Gabe sit down with Allison Schraf, a Senior Wealth Planner at Cobblestone Capital Advisors, to discuss the pros and cons of couples (whether married or not) combining their finances. Topics include: - the importance of communication, transparency, and compromise. - practical advice on creating a household budget, allocating expenses, and managing joint finances. - the importance of updating beneficiaries and life insurance coverage after marriage, and updating personal property

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31:17

Smart Golf = Smart Wealth Management - E46

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

2024/05/23

Jesse and Gabe meet at the 9th green at 9 for a chat about golf and wealth management, and the varied similarities between the two. Both are exercises in: - Seeking reward while managing risk - Striving to reach your own personal goals, ignoring the outside noise - Planning for what's next and looking ahead - Occasionally hitting it the sand - but focusing on a smart recovery - Seeking guidance for experts who walked the course before - And much more Information presented in this

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30:58

Investing in Commodities: Is it Fool's Gold?

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

2024/05/09

Jesse and Gabe are joined by Charlie Ruff, Cobblestone's Head of Investment Strategy & Communications, to discuss commodities investing: the good, bad, and ugly. Specifically, the three discuss: - what are the different "genres" of commodities? - why does the commodities market exist? - is it worth considering commodities in a diversified portfolio? - do you have to *own* the physical commodities themselves? - and much more Information presented in this podcast is not intended

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34:27

Should You Own International Stocks? - E44

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

2024/04/26

Jesse and Gabe are joined by Jordan Millner, Cobblestone's Head of Global Equities, to discuss the merits of international stocks within a diversified portfolio. They answer questions such as: - Do international stocks traditionally outperform U.S. stocks, or vice versa? - Why can't multinational corporations (e.g. Apple) be considered "international investing?" - What are generally accepted international allocations? - What are the various risks of investing in international markets? -

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36:07

$100,000 Per Year?! Let's Talk 529 Plans

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

2024/04/11

Jesse and Gabe go deep on the topic of 529 plans today, helping their listeners understand this fundamental tool in saving for college. Their conversation covers: - The basics of 529 plans - The major benefits, such as tax-free investment growth - The downsides, like illiquidity and penalties for certain withdrawals - The nuance of the recently publicized "529 to Roth" conversion - How to balance 529s into your overall financial plan - and much more Information presented in this

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37:07

Running the Rochester Red Wings - E42

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

2024/03/28

Charlie Ruff and Jesse Cramer (sorry Gabe!) sit down with Dan Mason, the General Manager of the Rochester Red Wings, to talk all things Minor League Baseball. Their conversation covers: - The Red Wings' new "bat dog," Bruce! - Ball park fun in the minors - Interactions between different teams' general managers - The business model of the minors - Dan's top Red Wings players ever - and much more Information presented in this podcast is not intended to be nor should be construed as

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36:04

The Compound Value of Tax Planning - E41

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

2024/03/16

Gabe and Jesse sit down with Tobin Woodruff, a Senior Wealth Planner at Cobblestone Capital Advisors. Tobin is an expert on tax planning, so today's conversation revolves around: - The basics of a 1040 Federal Tax return, and why individuals need to be aware of it - When to know if you need a tax professional - Withholdings and refunds - Tax tips for both young and old investors - "Trading" tax rates (a la Roth conversions) Information presented in this podcast is not intended to

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60 results

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