Category Archives for Podcast

Podcast: Do It Yourself Options

Meaning Of Money Podcast by Eagle West Group   Topic: Do It Yourself Options Michael Clarke and Eric Imley discuss the world of do it yourself options including Robo advisers, target-date funds and talk about the pros and cons of using one or the other.

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Podcast: Couples & Money

Meaning Of Money Podcast by Eagle West Group   Topic: Couples & Money Let’s talk about how couples can get on the same page when it comes to their finances. Our guest is Jason Gipstein a marriage and family therapist. Jason will share his insights on how couples can improve the quality of their relationship […]

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Meaning of Money: Measuring Investment Success

Dreams of financial prosperity and security spark a person’s desire to invest. It is necessary to keep that spark alive throughout the investment process, by adopting certain behaviors and mentalities that can optimize your efforts and effectively measure your success. In our latest podcast with Brad Kasper, president/CEO of LSA Portfolio Analytics, we learn more […]

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Podcast: Measuring Investment Success

Meaning of Money podcast by Eagle West Group Michael Clarke Topic: Measuring Investment Success In this podcast, Micheal Clarke discusses with Brad Kasper, president/CEO of LSA Portfolio Analytics, how to measure investment success. “Measuring success is often misunderstood, it is something we spend a great deal of time trying to teach our clients about so […]

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Podcast: Hiring an Advisor

Meaning of Money podcast by Eagle West Group Michael Clarke Topic: Hiring an Advisor In this podcast, Micheal Clarke discusses with athletic attorney Brandon Leopoldus how to hire a financial advisor. They discuss common traits, what to look for and what to pay attention to when talking with your financial advisor. Brandon Leopoldus Hit Play […]

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Advisory services offered through EWG Elevate, Inc. dba Eagle West Group.

This represents a partial list of clients. They have not been compensated and were not selected based on duration, performance, account size.