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What Dewey Do?
Great Lakes Wealth
100 episodes
4 days ago
Hosted by CEO/CIO of Great Lakes Wealth, Dewey D. Steffen, the What Dewey Do podcast educates listeners on topics that impact financial growth, your retirement, and your lifestyle. Introducing leaders in our community for conversations that can help with investment decisions, so you can plan for and live your best life! What Dewey Do is a podcast by Great Lakes Wealth (www.greatlakeswealth.us), and executively produced by Wayne Media Group (https://www.waynemedia.com). Great Lakes Wealth, LLC is a Registered Investment Advisor. The information provided is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Great Lakes Wealth and its representatives are properly licensed or exempt from licensure. No advice may be rendered without a service agreement in place. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211. Purshe Kaplan Sterling Investments and Great Lakes Wealth are not affiliated companies.
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Investing
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All content for What Dewey Do? is the property of Great Lakes Wealth 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.
Hosted by CEO/CIO of Great Lakes Wealth, Dewey D. Steffen, the What Dewey Do podcast educates listeners on topics that impact financial growth, your retirement, and your lifestyle. Introducing leaders in our community for conversations that can help with investment decisions, so you can plan for and live your best life! What Dewey Do is a podcast by Great Lakes Wealth (www.greatlakeswealth.us), and executively produced by Wayne Media Group (https://www.waynemedia.com). Great Lakes Wealth, LLC is a Registered Investment Advisor. The information provided is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Great Lakes Wealth and its representatives are properly licensed or exempt from licensure. No advice may be rendered without a service agreement in place. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211. Purshe Kaplan Sterling Investments and Great Lakes Wealth are not affiliated companies.
Show more...
Investing
Business
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Q4 Moves That Protect and Multiply Wealth
What Dewey Do?
13 minutes
1 month ago
Q4 Moves That Protect and Multiply Wealth
In Case You Missed It... 👉 Top 5 Strategies to Build Your Wealth! https://youtu.be/xpC_ccNN6m0?si=fv_6ytjoxXspBNi0 👉 What NO ONE Tells You About Being a Paid College Athlete… https://youtu.be/XvF81B8QP-E 👉 5 Ways to Invest When Interest Rates Fall! https://youtu.be/f4ZN3BMYRsk?si=UAMOuQ-8PoMj5pQ_ 👉 Top 5 Financial Tips for 2024! (MUST WATCH) https://youtu.be/3wKkk0W0CEU?si=KC-M0kxH7lqo8uFp With markets shifting, interest rates easing, and 2026 within reach, your Q4 money moves can help you end the year strong and step into the next one with momentum. In Season 6 episode 3, of What Dewey Do?, the conversation gets laser-focused on smart investing before the clock strikes midnight on December 31st. From portfolio rebalancing, maximizing 401(k) and HSA contributions, tax-loss harvesting, and charitable giving, to equity compensation and RMD deadlines, nothing is left off the list.  You’ll also learn the 5 market signals that truly matter in Q4, including sector rotation, earnings guidance, and the underrated economic clues buried in holiday spending.  This episode walks through how to build momentum, fix tax issues now, and make sure you have cash ready for next year’s opportunities. Tune in NOW!   Quotes: - Dewey Steffen: "Many entrepreneurs make sacrifices sometimes going without a paycheck so the team gets paid."  - Dewey Steffen: "Delegate to elevate. Don’t try to do it all yourself. Know when to bring in the right expertise to move to the next level." - Dewey Steffen: "The best time to sell is when your business is running beautifully, with the right team in place and everything going well."   ➡️ WDD TikTok: https://www.tiktok.com/@whatdeweydopodcast ➡️ WDD Instagram: https://www.instagram.com/whatdeweydopodcast ➡️ WDD Facebook: https://www.facebook.com/whatdeweydo ➡️ GLW YouTube: https://www.youtube.com/@GLWealth   Thanks for watching! What Dewey Do? is a podcast by Great Lakes Wealth (www.greatlakeswealth.us) and executively produced by Evry Media (https://www.evry.media.com) and Broadcast Your Authority (https://www.BroadcastYourAuthority.com). Great Lakes Wealth, LLC is a registered investment advisor. The information provided is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Great Lakes Wealth and its representatives are properly licensed or exempt from licensure. No advice may be rendered without a service agreement in place. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling Investments and Great Lakes Wealth are not affiliated companies. The views reflected in the commentary are subject to change at any time without notice. Nothing herein constitutes investment advice or a recommendation that any particular security, portfolio of securities, transaction, or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security or a depiction of past investments made by Great Lakes Wealth, LLC.
What Dewey Do?
Hosted by CEO/CIO of Great Lakes Wealth, Dewey D. Steffen, the What Dewey Do podcast educates listeners on topics that impact financial growth, your retirement, and your lifestyle. Introducing leaders in our community for conversations that can help with investment decisions, so you can plan for and live your best life! What Dewey Do is a podcast by Great Lakes Wealth (www.greatlakeswealth.us), and executively produced by Wayne Media Group (https://www.waynemedia.com). Great Lakes Wealth, LLC is a Registered Investment Advisor. The information provided is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Great Lakes Wealth and its representatives are properly licensed or exempt from licensure. No advice may be rendered without a service agreement in place. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211. Purshe Kaplan Sterling Investments and Great Lakes Wealth are not affiliated companies.