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The Trusted Partner Podcast - Wealth Strategies for High Net Worth Families
Cobblestone Capital Advisors
60 episodes
1 week ago
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.
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Investing
Education,
Business,
Self-Improvement
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All content for The Trusted Partner Podcast - Wealth Strategies for High Net Worth Families is the property of Cobblestone Capital Advisors and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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.
Show more...
Investing
Education,
Business,
Self-Improvement
Episodes (20/60)
The Trusted Partner Podcast - Wealth Strategies for High Net Worth Families
Why Most DIY Investors Fail: Inside the Mind of a High-Conviction Value Investor | Oleg Litvinenko - E60
3 months ago
33 minutes 13 seconds

The Trusted Partner Podcast - Wealth Strategies for High Net Worth Families
DelMonte and CityGate: Rochester's Next Landmark Hotel - E59
4 months ago
26 minutes 16 seconds

The Trusted Partner Podcast - Wealth Strategies for High Net Worth Families
Why Smart People Make Dumb Decisions - E58
5 months ago
39 minutes 32 seconds

The Trusted Partner Podcast - Wealth Strategies for High Net Worth Families
Why Business Leaders Must Have a Voice in Government | Marc Cohen - E57
6 months ago
31 minutes 26 seconds

The Trusted Partner Podcast - Wealth Strategies for High Net Worth Families
The State of the World: Investing Amid Global Shifts | Jeff Kleintop - E56
7 months ago
32 minutes 27 seconds

The Trusted Partner Podcast - Wealth Strategies for High Net Worth Families
Stock Options, RSUs, & Managing Concentration Risk | Allison Shuler - E55
8 months ago
32 minutes 41 seconds

The Trusted Partner Podcast - Wealth Strategies for High Net Worth Families
Cobblestone's Best Thinking on 2025 | John DiPasquale - E54
9 months ago
30 minutes 41 seconds

The Trusted Partner Podcast - Wealth Strategies for High Net Worth Families
Avoid These Common Residential Real Estate Investing Mistakes | Michael Burton – E53
10 months ago
35 minutes 28 seconds

The Trusted Partner Podcast - Wealth Strategies for High Net Worth Families
What You Need to Know Before Selling Your Business: Tips From an Investment Banker | David Riley - E52
11 months ago
28 minutes 59 seconds

The Trusted Partner Podcast - Wealth Strategies for High Net Worth Families
Life's Best Investments Aren't Financial | Kimberly Greulich - E51
1 year ago
34 minutes 17 seconds

The Trusted Partner Podcast - Wealth Strategies for High Net Worth Families
Fed Rate Cut. Now What? - E50
1 year ago
33 minutes 56 seconds

The Trusted Partner Podcast - Wealth Strategies for High Net Worth Families
Sports Cards: Cardboard or Currency? | Zach Stanley - E49
1 year ago
38 minutes 29 seconds

The Trusted Partner Podcast - Wealth Strategies for High Net Worth Families
Hedge Funds: Greedy or Misunderstood? | Jason Garlock - E48
1 year ago
38 minutes 58 seconds

The Trusted Partner Podcast - Wealth Strategies for High Net Worth Families
Should Couples Combine Their Finances? | E47
1 year ago
37 minutes 5 seconds

The Trusted Partner Podcast - Wealth Strategies for High Net Worth Families
Smart Golf = Smart Wealth Management - E46
1 year ago
31 minutes 17 seconds

The Trusted Partner Podcast - Wealth Strategies for High Net Worth Families
Investing in Commodities: Is it Fool's Gold?
1 year ago
30 minutes 58 seconds

The Trusted Partner Podcast - Wealth Strategies for High Net Worth Families
Should You Own International Stocks? - E44
1 year ago
34 minutes 27 seconds

The Trusted Partner Podcast - Wealth Strategies for High Net Worth Families
$100,000 Per Year?! Let's Talk 529 Plans
1 year ago
36 minutes 7 seconds

The Trusted Partner Podcast - Wealth Strategies for High Net Worth Families
Running the Rochester Red Wings - E42
1 year ago
37 minutes 7 seconds

The Trusted Partner Podcast - Wealth Strategies for High Net Worth Families
The Compound Value of Tax Planning - E41
1 year ago
36 minutes 4 seconds

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