Join us for episode two of The Point Podcast.
Our goal is simple, we want to invite you into conversations we have as a wealth management team and have a platform to discuss the questions and topics that come up frequently from our clients.
Tune in to gain informative insight into the world of investments, timely finance and market discussions, and our principles-based approach to wealth management.
We start each podcast episode with a 90-second segment on "What's the Most Important Thing", which is a quick snapshot of what we view as relevant and timely right now. Next, we draw a listener topic or question out of a hat and then have a candid conversation about it. We don't know what the question will be, which makes it interesting. We are striving for a great listener experience by discussing financial topics in a relatable way. We hope you enjoy it.
Be sure to subscribe to our YouTube channel or on your favorite listening app and follow along as we release episodes each month.
We would enjoy hearing your feedback on the podcast and any topics or questions you would like us to discuss. Please feel free to email us here.
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