10/17/2019 Jonathan Bednar Sent You Instructions on Setting up Facebook... - Luke Elliott https://web.lpl.com/owa/#viewmodel=ReadMessageItem&ItemID=AAMkADAyMGM3ZjRhLWQzZTQtNDBmMi1hZDk4LTgyNzE0NmIxODY2NQBGAAAAAABDGjjptBWJQJMc8sT5OwUGBwAfxWoBGbB… 3/4
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Podcast

Ep #27: Money Management Mistakes to Avoid with Julian B. Morris Thumbnail

Ep #27: Money Management Mistakes to Avoid with Julian B. Morris

As financial advisors and planners, we are quite tuned in to what works and what does not work when it comes to wealth management. It is our job to explain the steps you must take for financial success and warn you of the blunders we have seen others make in the past. In this episode, Julian B. Morris, founder of Concierge Wealth Management, joins the show to discuss the most common money management mistakes he sees and what you practices you can put in place to avoid them.

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Ep #26: Creating The Right Mindset To Pursue Your Dreams Thumbnail

Ep #26: Creating The Right Mindset To Pursue Your Dreams

Britton Wesson is the host of The Buffalo Way Leadership Podcast, a show about becoming a great leader in whatever position you are in with whatever resources you have. Today Britton joins the show to discuss how to find your deeper purpose and how to use this to make a bigger impact on the world around you.

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Ep #25: Following Through On Your Dreams Thumbnail

Ep #25: Following Through On Your Dreams

Welcome to 2021! Many of us are so excited to put 2020 to rest and start planning for the year ahead that it's easy for us to hurriedly make New Year's resolutions. But, unfortunately, many people are unable to follow through and stick with their initial plans. So in this episode, I want to share the processes you can put in place to ensure you follow through with your goals, whether they be financial, health-related, or something else.

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Ep #24: Holiday Heart-to-Heart  Thumbnail

Ep #24: Holiday Heart-to-Heart

Today’s episode won’t be a normal show. I just wanted to wish you all happy holidays and throw in a little reminder to not forget about what’s truly important this year. It’s so easy to get busy with work or errands that need to be run, or tasks that need to be completed, but we must not let those things distract us from the truly important things in life.

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Ep #23: Tax Loss Harvesting Year End Planning Thumbnail

Ep #23: Tax Loss Harvesting Year End Planning

In this quick episode, I’m sharing a few powerful and impactful planning tips to offset your tax liabilities for the coming year, including what tax loss harvesting is and what you should be doing with your taxable investment accounts.

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