Meaning Of MoneyPodcast by Eagle West Group Topic: Estate PlanningDiscussion of the basics of estate planning including the reasons why it’s important and the reasons why try as they might so many people don’t undertake or complete the process. Our guest is Willow McJilton. Willow is a respected Trust and Estate Planning attorney who had a […]Read More »
Meaning Of MoneyPodcast by Eagle West Group Topic: Millenials and Money Pt. 2In part two of millennials and money, we continue our discussion with Evelyn and Omar. Both of them candidly share their hopes, ambitions, and fears of an uncertain world and their place in it.Read More »
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.Read More »
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 […]Read More »
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 […]Read More »
Meaning of Moneypodcast by Eagle West GroupMichael ClarkeTopic: Measuring Investment SuccessIn 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 that their expectations remain reasonable […]Read More »
Meaning of Moneypodcast by Eagle West GroupMichael ClarkeTopic: Hiring an AdvisorIn 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 LeopoldusHit Play to ListenAdvisory services offered through EWG […]Read More »
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.