Wealth Strategies Unleashed
de Concenture Wealth Management
3 Things That Could Actually Move Markets
Despre acest podcast
Wealth Strategies Unleashed turns complex money decisions into clear, actionable steps to help you build, protect, and enjoy your wealth, brought to you by Concenture Wealth Management. https://concenturewealth.com/
The information contained herein is intended to be used for educational purposes only and is not exhaustive. Diversification and/or any strategy that may be discussed does not guarantee against investment losses but are intended to help manage risk and return. If applicable, historical discussions and/or opinions are not predictive of future events. The content is presented in good faith and has been drawn from sources believed to be reliable. The content is not intended to be legal, tax or financial advice. Please consult a legal, tax or financial professional for information specific to your individual situation. This work is powered by Concenture Wealth Management.
Registered Representative of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Concenture Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.
Episoade
Cele mai noi 20 din 92 episoade
- 3 Things That Could Actually Move Markets · 24 min · Episodul 94In this episode, Senior Advisor Karen Heider and CIO Mike Alexander break down the market environment heading into the final months of 2026, what they're watching most closely…
- How To Know If You’re Actually Diversified · 25 min · Episodul 93In this episode, Robert Gilliland and CIO Mike Alexander discuss why today's market can create the illusion of diversification, the hidden concentration risk many investors…
- The Most Expensive Lie in Retirement Planning · 24 min · Episodul 92In this episode, Robert Gilliland and Karen Heider explain why retirement doesn't eliminate taxes, but simply changes where your income comes from. They discuss the hidden tax…
- The Financial Advice Crisis Nobody Is Talking About (ft. Mike Alexander) · 13 min · Episodul 91In this episode, Robert Gilliland and Concenture Chief Investment Officer Mike Alexander discuss why successful investing today isn't just about understanding markets. It's about…
- How Business Owners Accidentally Destroy Their Wealth (ft. Chris Davis) · 36 min · Episodul 90Robert Gilliland sits down with new Managing Director Chris Davis to talk about one of the biggest challenges business owners face: Most spend years building the business, but…
- Welcome to Wealth Strategies Unleashed by Concenture Wealth Management · 1 minSubscribe, and leave us a review if this resonated with you! Share it & leave us a review on Apple or Spotify! For personalized financial guidance, schedule an intro call with…
- 3 Surprises About Retiree Spending Habits · 26 min · Episodul 88Retirement spending doesn’t move in a straight line. In this episode of Wealth Strategies Unleashed, Robert Gilliland & Karen Heider unpack why real-life spending zigzags, and…
- What's The Best Retirement Withdrawal Strategy? · 18 min · Episodul 87Everyone obsesses about a magic number they need to retire. But the truth is that hat it’s all about having the right withdrawal strategy. In this episode of Wealth Strategies…
- The Hidden Cost of Working Past Age 60 · 25 min · Episodul 86Deciding what age to retire is about weighing the hidden costs of working longer against the freedom that comes with retiring on your own terms. In this episode of Wealth…
- Should You Retire at Age 59.5? · 29 min · Episodul 85Retirement isn’t a date on a calendar; it’s a series of evolving stages. Robert Gilliland & Karen Heider walk through the three phases of retirement (Freedom, Stability, and…
- 5 Signs You’re Doing Well Financially · 15 min · Episodul 84In this episode of Wealth Strategies Unleashed, Robert Gilliland & Karen Heider break down 5 often-overlooked signs that show you’re in a strong financial position, even if it…
- The 4 Levels of Retirement · 22 min · Episodul 83Retirement is a series of stages. In this episode of Wealth Strategies Unleashed, Robert Gilliland & Karen Heider cover what separates each of the 4 levels, and what you can do…
- 3 Retirement Myths That Could Cost You · 17 min · Episodul 82In this episode, Robert Gilliland & Karen Heider tackle 3 of the biggest retirement myths, and share 5 practical steps you can take to retire when you want to, with the…
- The Biggest Wealth Killer No One Talks About · 13 min · Episodul 81Bad investments get a lot of attention. But the truth is, it’s usually the smaller, everyday financial mistakes that quietly cost people far more over time. In this episode…
- How Money Can Actually Buy You Time · 22 min · Episodul 80Robert Gilliland is joined by Concenture Wealth Management’s Chief Investment Officer, Mike Alexander, to explore two powerful concepts: the time value of money and the money…
- 7 Costly Mistakes to Avoid in Your 50s & 60s · 17 min · Episodul 79Robert Gilliland & Karen Heider share lessons drawn from client conversations about the 3-legged stool of life (time, health, and wealth) and why you rarely have all at once…
- When Is the Best Time of Year to Retire? · 19 min · Episodul 78The best time to retire is personal, but choosing your date with intention can have a major impact on your finances, healthcare, and emotional well-being. In this episode of…
- Is Bitcoin Like the Early Internet? (ft. Mary Ann Bartels) · 19 min · Episodul 77Cryptocurrency isn’t just about Bitcoin anymore. In this episode of Wealth Strategies Unleashed, Robert Gilliland & Sanctuary Wealth’s Chief Investment Strategist Mary-Ann…
- What the Happiest Retirees Do Differently · 12 min · Episodul 76This episode of Wealth Strategies Unleashed is all about enhancing your retirement lifestyle beyond the spreadsheets. Robert Gilliland and Karen Heider dive into the…
- The Most Common Retirement Regrets (Avoid These) · 16 min · Episodul 75Robert Gilliland and Karen Heider unpack the 5 biggest non-financial retirement regrets, from losing social connections to making lifestyle changes that limit freedom. They…
