The Trusted Partner Podcast - Wealth Strategies for High Net Worth Families

By Cobblestone Capital Advisors

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Category: Investing

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Episodes: 56

Description

What does it take to make smarter financial decisions and secure your future? Welcome to The Trusted Partner, where Cobblestone Capital Advisors’ Jesse Cramer and Gabe Chodak bring you engaging conversations with experts in financial planning, investment management, and wealth management. Designed to help you take control of your financial future, this podcast simplifies complex topics like tax-efficient investing, retirement planning strategies, and comprehensive financial planning. Whether you’re navigating your growing career, preparing for retirement, or planning a lasting legacy, our expert guests provide practical advice tailored to real-world needs. Based in Rochester, NY, Jesse and Gabe combine their professional insights with relatable stories and actionable tips, helping you turn financial goals into achievable results. The Trusted Partner Podcast isn’t just about managing money. It’s about building confidence, securing peace of mind, and empowering you to make informed decisions for the long term. Tune in to The Trusted Partner Podcast and take the first step toward a smarter, brighter financial future.

Episode Date
The State of the World: Investing Amid Global Shifts | Jeff Kleintop - E56
Mar 27, 2025
Stock Options, RSUs, & Managing Concentration Risk | Allison Shuler - E55
Feb 27, 2025
Cobblestone’s Best Thinking on 2025 | John DiPasquale - E54
Jan 30, 2025
Avoid These Common Residential Real Estate Investing Mistakes | Michael Burton – E53
Dec 26, 2024
What You Need to Know Before Selling Your Business: Tips From an Investment Banker | David Riley - E52
Nov 28, 2024
Life’s Best Investments Aren’t Financial | Kimberly Greulich - E51
Oct 31, 2024
Fed Rate Cut. Now What? - E50
Sep 27, 2024
Sports Cards: Cardboard or Currency? | Zach Stanley - E49
Aug 29, 2024
Hedge Funds: Greedy or Misunderstood? | Jason Garlock - E48
Jul 25, 2024
Should Couples Combine Their Finances? | E47
Jun 06, 2024
Smart Golf = Smart Wealth Management - E46
May 23, 2024
Investing in Commodities: Is it Fool's Gold?
May 09, 2024
Should You Own International Stocks? - E44
Apr 26, 2024
$100,000 Per Year?! Let's Talk 529 Plans
Apr 11, 2024
Running the Rochester Red Wings - E42
Mar 28, 2024
The Compound Value of Tax Planning - E41
Mar 16, 2024
Hard Money Talks with Family and Friends - E40
Feb 29, 2024
Earnings Season: What to Watch For
Feb 15, 2024
When Do You Need Personal or Business Insurance? - E38
Feb 01, 2024
Reviewing '23 and Looking to '24 - E37
Jan 19, 2024
Ask Us Anything (Volume #2) - E36
Jan 04, 2024
When Your Loved Ones Have Alzheimer's - E35
Dec 21, 2023
Venturing into Startup Investments - E34
Dec 07, 2023
Many Paths to Portfolio Success - E33
Nov 27, 2023
Planning Your Employee Benefits for 2024 - E32
Nov 09, 2023
Caring for Elderly Transitions - E31
Oct 26, 2023
~~Episode Removed~~ - E30
Oct 12, 2023
Inflation, Interest Rates, and Oil Prices - E29
Sep 29, 2023
Our 1-Year Anniversary Recap - E28
Sep 14, 2023
Gen Z Financial Topics - E27
Aug 31, 2023
Ask Us Anything (Vol. 1) - E26
Aug 17, 2023
The Gift of Philanthropy - E25
Aug 03, 2023
Commercial Real Estate After COVID - E24
Jul 20, 2023
Wining Up for Summer - E23
Jun 28, 2023
An Alternative Way to Invest - E22
Jun 22, 2023
The Only Certainty in Investing - E21
Jun 08, 2023
Popular Client Conversations - E20
May 25, 2023
Active vs. Passive Misconceptions - E19
May 11, 2023
Checking In on Hospitality Investments
Apr 27, 2023
How Investors Can Fight Cybercrime - E17
Apr 13, 2023
Major Crisis? Don't Bank On It - E16
Mar 30, 2023
The Vital Business of Business Law - E15
Mar 16, 2023
Because Death and Taxes Are Certain - E14
Mar 03, 2023
Why Bonds Are Exciting Again - E13
Feb 16, 2023
Wild Times in Residential Real Estate - Episode 12
Feb 02, 2023
Reviewing '22 and Looking to '23 - Episode 11
Jan 20, 2023
Questions You Should Be Asking Your Advisor - Episode 10
Jan 05, 2023
Year-End Tax Planning - Episode 9
Dec 22, 2022
Planning A Remarkable Career - Episode 8
Dec 08, 2022
Building Your Financial Plan - Episode 7
Nov 22, 2022
Private Investments 101 - Episode 6
Nov 09, 2022
All About Benefits - Episode 5
Oct 27, 2022
Get the Odds in Your Favor - Episode 4
Oct 13, 2022
Generational Wealth Conversations - Episode 3
Aug 30, 2022
Goals-Based Investing - Episode 2
Aug 30, 2022
A Trusted Partner - Episode 1
Aug 30, 2022