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Wealth Strategies Unleashed

Concenture Wealth Management

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Welcome to Wealth Strategies Unleashed, unlocking your financial potential with Concenture Wealth Management! Every week we're taking you behind the scenes in the world of finance, wealth management, and so much more! 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, hi ...
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Money Map Podcast

Concenture Wealth Management

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The Money Map Podcast guides and educates emerging investors through the complexities of personal finance. Each episode provides practical advice on investing, wealth-building, and financial planning, helping you chart a clear path to financial success. 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 manag ...
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This week Ben & Cal discuss the potential impacts of the election on the economy and personal investment portfolios. They take a look at historical data, and discuss the importance of sticking to long-term financial plans while remaining cautious about making hasty decisions based on election results or media noise. 🌐Contact Us 💼LinkedIn 📸Instagram…
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Discover why treating yourself like a “bill” and maintaining discipline is essential for financial freedom. In this episode of Wealth Strategies Unleashed, let's discuss how to manage unexpected windfalls like bonuses, inheritances, or raises. From paying down high-interest debt to boosting emergency funds, and making wise investments for retiremen…
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Planning for retirement as a young adult might seem unnecessary, but it's the key to building a more comfortable future! This week, Cal & Ben offer tips and strategies for young people to start planning for retirement now, from setting up savings goals to investing wisely. Starting early can make a massive difference in your financial security! 🌐Co…
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This week our advisors take a close look at the upcoming election and its potential impact on your finances and the markets. Each candidate brings different policies that could have significant effects on investments, savings, and the broader financial landscape. Let's analyze the stances of each candidate and how their proposed policies could infl…
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Fall is here, and so is the perfect time to get your finances in order! This week on Money Map, we're breaking down the must-know financial moves for every investor before the year ends. Get ahead of the game with our Fall 2024 Financial Checklist! 🌐Contact Us 💼LinkedIn 📸Instagram 👍Facebook 🎧Money Map podcast 🎧Wealth Strategies Unleashed podcast ▶️…
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Ever felt a gut feeling about a financial decision? Or maybe you've been tempted by a hot stock tip because everyone else was doing it? In this episode, we're talking about how our emotions can play a big role in our money moves. From fear and greed to confidence and doubt, we'll explore why these feelings can lead us astray. We'll share real stori…
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We've made it to episode 10! To celebrate, we're sharing 10 tips to help you improve your financial well-being. This is just the start of the Money Map journey, and there’s a lot more to explore. Join us as we continue building your financial roadmap! 🌐Contact Us 💼LinkedIn 📸Instagram 👍Facebook 🎧Money Map podcast 🎧Wealth Strategies Unleashed podcast…
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We're back with Concenture CIO Mike Alexander! This week we're covering how you can learn to recognize market trends & properly react to market volatility. 🌐Contact Us: http://www.concenturewealth.com 💼LinkedIn: https://www.linkedin.com/company/concenturewealth/ 📸Instagram: https://www.instagram.com/concenturewealth/ 👍Facebook: https://www.facebook…
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In this episode of the Money Map Podcast, we’re talking about the emotions that come with investing—fear, excitement, anxiety—and how they can lead to impulsive decisions. We’ll share tips on staying calm during market ups and downs, and how to make smarter choices by managing your emotions. 🌐Contact Us 💼LinkedIn 📸Instagram 👍Facebook 🎧Money Map pod…
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Chief Investment Officer Mike Alexander returns to talk with Managing Director Robert Gilliland about the metrics of the markets & the key points they look at when it comes to both investing & financial planning! 🌐Contact Us: http://www.concenturewealth.com 💼LinkedIn: https://www.linkedin.com/company/concenturewealth/ 📸Instagram: https://www.instag…
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This week, Concenture advisors Callen Campbell and Benjamin LeBoeuf tackle a topic we all deal with—debt. But don’t worry, it’s not all doom and gloom! Debt can actually be your friend when used the right way. Callen and Ben break it down, sharing how smart debt decisions can help you grow your wealth and hit your financial goals. 🌐Contact Us 💼Link…
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This week we have Concenture's Chief Investment Officer Mike Alexander in our NEW studio to discuss key trends, economic factors, and investment opportunities shaping the financial landscape as we gear up for the year's final months. 🌐Contact Us: http://www.concenturewealth.com 💼LinkedIn: https://www.linkedin.com/company/concenturewealth/ 📸Instagra…
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In today’s episode, we're talking about what it really takes to succeed as a long-term investor—especially in a world that’s always pushing for quick decisions and instant results. With markets constantly shifting and headlines telling us to react now, it’s easy to get distracted by short-term noise. But if your goal is to build lasting wealth, lon…
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In this episode of the Money Map Podcast we tackle one of the biggest challenges facing investors today: Inflation. As rising costs affect everything from groceries to gas, it's crucial to safeguard your wealth. Our advisors explore what inflation means for your investments, share top strategies to grow your money in an inflationary market, and dis…
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Crafting a solid budget and setting clear goals are foundational steps in your financial journey. In the 6th episode of Money Map, we provide actionable strategies to help you take control of your finances and work towards your objectives with confidence. Whether you're just starting out or looking to refine your approach, we want to help you manag…
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Let's talk about your fantasy team! Discover how to assemble the perfect team of experts to help you achieve your financial goals. Whether you're a beginner or a seasoned investor, having the right support system is essential. Learn about the key roles to consider, how to find the best professionals, and why a strong financial team can make a signi…
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In Episode 5 of Money Map, we explore how to invest during volatile market conditions. Uncertain markets can be daunting, but with the right strategies, you can not only protect your investments but also seize profitable opportunities. Whether you're new to investing or a seasoned pro, this episode provides practical insights to help you confidentl…
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Want to know the difference between IRAs, 401(k)s, and brokerage accounts? Today on Money Map, we break down the key differences between various investment accounts and how they work. Learn about tax implications, contribution limits, and much more! Concenture Wealth Management is an independent, integrated, Houston-based investment advisory firm f…
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Planning for the future is more than just managing your finances—it's about ensuring your loved ones are protected and your wishes are honored. In this episode, we break down everything you need to know about safeguarding your assets and creating a legacy that lasts. New Wealth Strategies Unleashed episodes release weekly! Don't miss the chance to …
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Welcome back to Money Map! In episode 3 we break down the essential questions every emerging investor should ask themselves to make sure they're on the right track to financial success. Concenture Wealth Management is an independent, integrated, Houston-based investment advisory firm founded on the belief that the most positive impact on a client i…
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In Episode 2 of The Money Map Podcast, we'll talk you through the essentials of building a strong investment portfolio that aligns with your financial goals. Whether you’re just starting out or looking to refine your strategy, we’ll talk about the key components of a well-balanced portfolio, from asset allocation to risk management. Learn how to ma…
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The Wealth Strategies Unleashed podcast returns with episode 49! Listen to Concenture's Managing Director Robert Gilliland & Senior Advisor Karen Heider take you through the key trends that will shape personal finances through the rest of 2024. New Wealth Strategies Unleashed episodes release weekly! Don't miss the chance to unlock your financial p…
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Welcome to the Money Map Podcast by Concenture Wealth Management! Join Ben LeBoeuf & Callen Campbell as they help you navigate the complex world of personal finance. In this episode, we’ll share what inspired us to start the show, what you can expect in upcoming episodes, and how we plan to empower you with the tools and knowledge to achieve financ…
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Welcome back to another episode of Wealth Strategies Unleashed with Concenture Wealth Management, where we bring financial education and insights directly to you! Thank you for tuning into Wealth Strategies Unleashed. We can't wait to share more wealth management tips and strategies with you in the next episode. Until then, keep pushing towards you…
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Welcome back to another episode of Wealth Strategies Unleashed with Concenture Wealth Management, where we bring financial education and insights directly to you! Thank you for tuning into Wealth Strategies Unleashed. We can't wait to share more wealth management tips and strategies with you in the next episode. Until then, keep pushing towards you…
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Welcome back to another episode of Wealth Strategies Unleashed with Concenture Wealth Management, where we bring financial education and insights directly to you! Thank you for tuning into Wealth Strategies Unleashed. We can't wait to share more wealth management tips and strategies with you in the next episode. Until then, keep pushing towards you…
  continue reading
 
Welcome back to another episode of Wealth Strategies Unleashed with Concenture Wealth Management, where we bring financial education and insights directly to you! Thank you for tuning into Wealth Strategies Unleashed. We can't wait to share more wealth management tips and strategies with you in the next episode. Until then, keep pushing towards you…
  continue reading
 
Welcome back to another episode of Wealth Strategies Unleashed with Concenture Wealth Management, where we bring financial education and insights directly to you! Thank you for tuning into Wealth Strategies Unleashed. We can't wait to share more wealth management tips and strategies with you in the next episode. Until then, keep pushing towards you…
  continue reading
 
Welcome back to another episode of Wealth Strategies Unleashed with Concenture Wealth Management, where we bring financial education and insights directly to you! Thank you for tuning into Wealth Strategies Unleashed. We can't wait to share more wealth management tips and strategies with you in the next episode. Until then, keep pushing towards you…
  continue reading
 
Welcome back to another episode of Wealth Strategies Unleashed with Concenture Wealth Management, where we bring financial education and insights directly to you! Thank you for tuning into Wealth Strategies Unleashed. We can't wait to share more wealth management tips and strategies with you in the next episode. Until then, keep pushing towards you…
  continue reading
 
Welcome back to another episode of Wealth Strategies Unleashed with Concenture Wealth Management, where we bring financial education and insights directly to you! Thank you for tuning into Wealth Strategies Unleashed. We can't wait to share more wealth management tips and strategies with you in the next episode. Until then, keep pushing towards you…
  continue reading
 
Welcome back to another episode of Wealth Strategies Unleashed with Concenture Wealth Management, where we bring financial education and insights directly to you! Thank you for tuning into Wealth Strategies Unleashed. We can't wait to share more wealth management tips and strategies with you in the next episode. Until then, keep pushing towards you…
  continue reading
 
Welcome back to another episode of Wealth Strategies Unleashed with Concenture Wealth Management, where we bring financial education and insights directly to you! Thank you for tuning into Wealth Strategies Unleashed. We can't wait to share more wealth management tips and strategies with you in the next episode. Until then, keep pushing towards you…
  continue reading
 
Welcome back to another episode of Wealth Strategies Unleashed with Concenture Wealth Management, where we bring financial education and insights directly to you! Thank you for tuning into Wealth Strategies Unleashed. We can't wait to share more wealth management tips and strategies with you in the next episode. Until then, keep pushing towards you…
  continue reading
 
Welcome back to another episode of Wealth Strategies Unleashed with Concenture Wealth Management, where we bring financial education and insights directly to you! Thank you for tuning into Wealth Strategies Unleashed. We can't wait to share more wealth management tips and strategies with you in the next episode. Until then, keep pushing towards you…
  continue reading
 
Welcome back to another episode of Wealth Strategies Unleashed with Concenture Wealth Management, where we bring financial education and insights directly to you! Thank you for tuning into Wealth Strategies Unleashed. We can't wait to share more wealth management tips and strategies with you in the next episode. Until then, keep pushing towards you…
  continue reading
 
Welcome back to another episode of Wealth Strategies Unleashed with Concenture Wealth Management, where we bring financial education and insights directly to you! Thank you for tuning into Wealth Strategies Unleashed. We can't wait to share more wealth management tips and strategies with you in the next episode. Until then, keep pushing towards you…
  continue reading
 
Welcome back to another episode of Wealth Strategies Unleashed with Concenture Wealth Management, where we bring financial education and insights directly to you! Thank you for tuning into Wealth Strategies Unleashed. We can't wait to share more wealth management tips and strategies with you in the next episode. Until then, keep pushing towards you…
  continue reading
 
Welcome back to another episode of Wealth Strategies Unleashed with Concenture Wealth Management, where we bring financial education and insights directly to you! Thank you for tuning into Wealth Strategies Unleashed. We can't wait to share more wealth management tips and strategies with you in the next episode. Until then, keep pushing towards you…
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Welcome back to another episode of Wealth Strategies Unleashed with Concenture Wealth Management, where we bring financial education and insights directly to you! What in the world is Direct Indexing? Mike and Robert break it down, what it is, how it works, and if it makes sense for your portfolio. Thank you for tuning into Wealth Strategies Unleas…
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Welcome back to another episode of Wealth Strategies Unleashed with Concenture Wealth Management, where we bring financial education and insights directly to you! Should you buy a 2nd home? This week on the show Mike and Robert share their best tips and tricks for those interested in purchasing a vacation home. Thank you for tuning into Wealth Stra…
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Welcome back to another episode of Wealth Strategies Unleashed with Concenture Wealth Management, where we bring financial education and insights directly to you! We're back again with a new episode! This week we're talking all about how to crisis-proof your retirement. Let's get into it! Thank you for tuning into Wealth Strategies Unleashed. We ca…
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Welcome back to another episode of Wealth Strategies Unleashed with Concenture Wealth Management, where we bring financial education and insights directly to you! This week on the show, Robert and Mike share 4 ways you can improve your retirement in 2024. Thank you for tuning into Wealth Strategies Unleashed. We can't wait to share more wealth mana…
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Welcome back to another episode of Wealth Strategies Unleashed with Concenture Wealth Management, where we bring financial education and insights directly to you! This week on the show we're sharing 12 money moves that you can make in 2024 to help set your self up for success. Thank you for tuning into Wealth Strategies Unleashed. We can't wait to …
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Welcome back to another episode of Wealth Strategies Unleashed with Concenture Wealth Management, where we bring financial education and insights directly to you! With the new year in full swing, we thought we'd take an episode to share some financial New Year's resolutions to help set you up for your best year yet! Thank you for tuning into Wealth…
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Welcome back to another episode of Wealth Strategies Unleashed with Concenture Wealth Management, where we bring financial education and insights directly to you! Happy New Year from all of us here at Wealth Strategies Unleashed and Concenture Wealth Management! We wanted to take this first episode of the year to share our opinions on the market ou…
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Welcome back to another episode of Wealth Strategies Unleashed with Concenture Wealth Management, where we bring financial education and insights directly to you! Are bonds safe? This week on the podcast Robert and Mike help you decide if you should have bonds in your portfolio. Thank you for tuning into Wealth Strategies Unleashed. We can't wait t…
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Welcome back to another episode of Wealth Strategies Unleashed with Concenture Wealth Management, where we bring financial education and insights directly to you! This week on the show Robert and Karen are diving into the current state of the market and whether or not you should be afraid to invest right now. Thank you for tuning into Wealth Strate…
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Welcome back to another episode of Wealth Strategies Unleashed with Concenture Wealth Management, where we bring financial education and insights directly to you! Welcome back to our 4th and final installment of our multi-part series on Social Security with our special guest Michael Graci of Blackrock to get into the intricacies of Social Security.…
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Welcome back to the show! We can't believe this is already our 20th episode of the podcast! Thanks so much for following along! This week Robert and Karen talk through the realities of the retirement crisis, does it exist, what does it mean, and should you be worried about it? Thank you for tuning into Wealth Strategies Unleashed. We can't wait to …
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