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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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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1
Election Impacts on Your Portfolio? | Ep. 13
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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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Unexpected Cash? Key Moves to Take Advantage || Episode 58
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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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Retirement Planning for Young Adults: Start Building Wealth Now | Ep. 12
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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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What Trump or Harris Could Mean for Money & Markets || Episode 57
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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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U.S. Election, Q3 & More: What Investors Should Know | Money Map Ep. 11
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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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Investor Psychology: How Emotions Drive Personal Finance || Episode 56
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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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10 Tips to Boost Your Financial Life | Ep. 10
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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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How to See Market Volatility Coming || Episode 55
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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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Market Metrics to Track Yourself || Episode 54
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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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Fall Market Outlook: Trends & Insights || Episode 53
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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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Long-Term Investing in a Short-Term World || Episode 52
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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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Moves to Protect Yourself from Inflation | Ep. 7
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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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How to Master Budgeting & Goal Setting | Ep. 6
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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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Building A Financial Fantasy Team: The Key Roles Involved || Episode 51
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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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Understanding Investment Accounts | Ep. 4
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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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Guide to Estate Planning in 2024 || Episode 50
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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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5 Questions New Investors Should Ask Themselves | Ep. 3
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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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Wealth Management Trends for the Rest of 2024 || Episode 49
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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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Risk Management || Wealth Strategies Unleashed Podcast EP48
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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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Charitable Contributions || Wealth Strategies Unleashed Podcast EP47
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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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Client Relationship Expectations || Wealth Strategies Unleashed Podcast EP46
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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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Retirement Income Strategies || Wealth Strategies Unleashed Podcast EP045
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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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Simplify Your Financial Life || Wealth Strategies Unleashed Podcast Episode 044
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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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Recovering From Financial Setbacks || Wealth Strategies Unleashed Podcast EP043
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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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Saving For College || Wealth Strategies Unleashed Podcast EP042
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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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Is the Economy Still Strong? w/ Troy Gayeski || Wealth Strategies Unleashed Podcast
21:07
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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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The Secrets of a Heart-Healthy Life w/ Dr. Gina Pritchard || Wealth Strategies Unleashed Podcast
24:49
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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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Protecting Your Greatest Asset...Your Health w/ Dr. Gina Pritchard || Wealth Strategies Unleashed
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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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Private Equity: Mitigating Volatility w/ Troy Gayeski || Wealth Strategies Unleashed EP038
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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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Market Outlook & Investment Strategies w/ Troy Gayeski || Wealth Strategies Unleashed EP037
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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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The Magnificent 7 Stocks || Wealth Strategies Unleashed EP036
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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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Cyber Security || Wealth Strategies Unleashed EP035
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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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Investing In An Election Year || Wealth Strategies Unleashed EP034
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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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2024 Tax Strategies || Wealth Strategies Unleashed EP033
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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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What is Direct Indexing? || Wealth Strategies Unleashed EP032
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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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Should You Own a 2nd Home? || Wealth Strategies Unleashed EP031
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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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Crisis Proof Your Retirement || Wealth Strategies Unleashed
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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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4 Ways You Can Improve Your Retirement In 2024 || Wealth Strategies Unleashed EP029
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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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12 Financial Moves to Make In 2024 || Wealth Strategies Unleashed
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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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New Year's Resolutions || Wealth Strategies Unleashed 027
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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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2024 Market Outlook || Wealth Strategies Unleashed Podcast EP026
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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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Are Bonds Safe? || Wealth Strategies Unleashed EP025
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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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Should You Be Afraid of This Market? || Wealth Strategies Unleashed Podcast
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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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Social Security Deep Dive Part 4 || Wealth Strategies Unleashed
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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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Should You Be Worried About a Retirement Crisis? || Wealth Strategies Unleashed EP020
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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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