Welcome to Dollars & Sense: Wealth, Wisdom & Well-being, presented by MainStreet Wealth Management Group. Elevate your listening experience as we engage with distinguished thought leaders and industry pioneers, diving into their priceless insights on finance, life and success. Wealth Management, without the jargon.
All content for Dollars & Sense: Wealth, Wisdom and Well-Being is the property of UBS advisor podcasts 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.
Welcome to Dollars & Sense: Wealth, Wisdom & Well-being, presented by MainStreet Wealth Management Group. Elevate your listening experience as we engage with distinguished thought leaders and industry pioneers, diving into their priceless insights on finance, life and success. Wealth Management, without the jargon.
Luxury ranch ownership can offer a lifestyle like no other, with breathtaking landscapes and lifestyle benefits. In this episode we discuss the joys, benefits, potential tax incentives as well as pitfalls to avoid when buying Texas ranch land.
In this episode, join our hosts John Carolyn and Mark Lopez as they discuss the importance of estate planning in wealth management with renowned legal authority, John Yow of Hayes Wilson Law.
Join our hosts John Carolyn and Mark Lopez as they sit down with Rich Hall, Founder of the Rich Hall Group, to uncover the secrets behind building a business that not only thrives but leaves a lasting legacy.
In this episode, join our hosts John Carolyn & Mark Lopez as they discuss the great need for direction & education in the business community for Exit Planning Strategies with business transition expert & managing partner for Hendershot Cowart PC, Trey Hendershot.
In this episode, join our hosts John Carolyn and Mark Lopez as they discuss what men need to know vs. what women need to know, through the eyes of Carrie Westbrook, Family Law Attorney.
In this episode we welcome Trey Hendershot, a leader in business and health law. We will dive into the challenges confronting business owners and uncover how Trey's expert guidance helps them navigate through the unknown, ensuring their ventures not only survive but thrive.
A fascinating and inspiring conversation with Bobby and Janice Jucker, owners of Three Brothers Bakery. They are memory makers who happen to be bakers.
Welcome to Dollars & Sense. I'm John Carolyn, a Senior Vice President on MainStreet Wealth Management Group. I’m joined by my Team member, Mark Lopez, Senior Vice President and Certified Financial Planner. Our guest today is Steve Clark. Steve is Chairman of Systems International, and a pioneer in environmental technology.
In this episode we discuss Jodi's role as head of business development for TPS Thayer, and how she helped build it into largest CPA firm in Sugar Land, Texas.
Welcome to Dollars & Sense: Wealth, Wisdom & Well-being, presented by MainStreet Wealth Management Group. Elevate your listening experience as we engage with distinguished thought leaders and industry pioneers, diving into their priceless insights on finance, life and success. Wealth Management, without the jargon.
