Best Concenture Wealth Management Podcasts (2025)

1
What Month Should You Retire? The Answer Might Surprise You 18:35

4d ago18:35

18:35

Is there an exact right time to retire? This week Robert & Karen break down all the factors that go into one of life’s biggest decisions. From tax efficient strategies to healthcare costs and withdrawal planning, they’ll share actionable insights to help you retire with clarity and confidence. 🧭Download FREE guides: https://concenturewealth.com/fin…

1
Bitcoin is Like the Early Internet? Here’s Why (ft. Mary Ann Bartels) 18:37

19d ago18:37

18:37

Curious about Bitcoin, Ethereum and cryptocurrency but feel overwhelmed by the tech talk? Today with Wall Street legend Mary Ann Bartels, we’ll break down the core differences and what you need to know, whether you're a retiree, pre-retiree, or just a cautious investor looking for clarity. 🧭Download FREE guides: https://concenturewealth.com/financi…

1
How to Enjoy the Retirement You Earned 11:37

1M ago11:37

11:37

Robert G. Gilliland, CRPC™ & Karen Heider, CRPC™, CDFA® are covering the often overlooked aspects of retirement planning that go beyond financial preparation. Learn how to elevate your quality of life and make the most of your retirement years. 🧭Download FREE guides: https://concenturewealth.com/financial-guides/ 📱Download Our App: https://concentu…

1
5 Retirement Regrets & How to Avoid Them 16:28

1M ago16:28

16:28

This week, Robert G. Gilliland, CRPC™ & Karen Heider, CRPC™, CDFA® explore the critical aspects of retirement planning that go beyond financial concerns. They’ll discuss a few big retirement regrets they've heard over the years from clients and offer valuable insights to help navigate retirement years with purpose and fulfillment. 🧭Download FREE gu…

1
Value vs. Growth Stocks: Which Is For You? (ft. Mike Alexander) 18:04

2M ago18:04

18:04

Robert Gilliland, CRPC™ and Mike Alexander, CIMA® explain what you need to know about the differences between growth and value stocks and investing. Understand how they perform in various economic cycles and how to balance your portfolio with them according to your risk tolerance. Learn the significance, the risks, and gain insights into when and h…

1
Where is Crypto & Blockchain Leading Us? (ft. Mary Ann Bartels) 37:15

2M ago37:15

37:15

Robert Gilliland, CRPC™ & Wall Street Legend Mary Ann Bartels dive into the future of cryptocurrency and blockchain in 2025. They explore the evolving landscape of digital finance, the security and functionality of blockchain, and the generational divide in crypto adoption. Plus, get insights into the future potential of digital currencies and what…

1
The Way You Invest is Shifting (ft. Adam Malamed) 20:48

2M ago20:48

20:48

Join Robert Gilliland, CRPC™ & Adam Malamed, CEO of Sanctuary Wealth, as they explore the shifts and advancements in the wealth management industry. Adam shares his 30-year experience in wealth management, emphasizing the importance of the independent space & discusses the impact of AI on client interactions, the democratization of the family offic…

1
Wealth Management is Changing? 22:07

2M ago22:07

22:07

Robert Gilliland & Adam Malamed, CEO of Sanctuary Wealth, explore the future of modern wealth management. They discuss how AI is reshaping the industry, the democratization of family office services, and the increasing importance of client-centric strategies. Discover how these innovations are transforming the way wealth is managed — and what it me…

1
Can You Over-Save for Retirement? 14:07

3M ago14:07

14:07

Robert Gilliland and Mike Alexander tackle the question: Can you save too much for retirement? Hear crucial discussions about balancing your nest egg, the impact of inflation and healthcare costs has on you, and the importance of continuous financial planning. Learn about managing discretionary spending, understanding longevity risk, and stress-tes…

1
Can You Live Big on a Small Budget? 17:03

3M ago17:03

17:03

Discover how to enjoy a luxurious lifestyle without overspending through smart planning, budgeting strategies, and leveraging technology with Robert Gilliland, CRPC™, and Karen Heider, CRPC™, CDFA®. Get practical tips on avoiding impulse spending and share insights on building the emotional discipline needed to stay on track. 🧭Download FREE guides:…

1
Warning Signs in the Markets? (ft. Mary Ann Bartels) 34:49

3M ago34:49

34:49

This week, we’re joined once again by Mary Ann Bartels, Chief Investment Strategist at Sanctuary Wealth and Wall Street legend. Mary Ann & Robert Gilliland dive into the key risks and challenges facing the markets in 2025, including inflation pressures, tariff impacts, and national deficit concerns. She'll also offer practical long-term investment …

1
Wall Street Legend on Preparing for 2025 Markets (ft. Mary Ann Bartels) 41:50

3M ago41:50

41:50

This week we welcome Mary Ann Bartels, Chief Investment Strategist at Sanctuary Wealth & recipient of the 2024 Wealth Management Industry Award for RIA Thought Leader of the Year. She'll discuss her economic outlook for 2025, emphasizing the impacts of Fed rate cuts, strong earnings, and advances in technology. She'll provide insights into the secu…

1
Debunking the 4% Rule: 2025 Income Strategies 26:24

3M ago26:24

26:24

Join Senior Advisors Robert Gilliland and Karen Heider on the limitations of the traditional 4% rule for retirement planning. Learn why it may not be sufficient in today's financial landscape due to factors like inflation and market volatility. Hear alternative strategies, including dynamic withdrawals, the bucket strategy, and more which satisfy t…

1
Try These Financial Goals for 2025 19:00

4M ago19:00

19:00

Our senior advisors Robert Gilliland and Karen Heider cover essential financial planning tips to kickstart 2025. Learn how to review and adjust your financial goals, manage retirement contributions, and organize your tax situation. Get insights for evaluating your investment portfolio, assessing risks, and updating estate plans. Whether you're prep…

1
How to Stick to Financial New Year's Resolutions | Ep. 17 16:06

4M ago16:06

16:06

Ben LeBoeuf and Callen Campbell help you celebrate the new year with strategies to help you stick to your financial New Year's resolutions for 2025. Learn the importance of reviewing your past financial successes and failures, setting SMART goals, and how to stay accountable. They'll share actionable steps to set and achieve your financial goals, w…

1
Holiday Secrets to Financial Freedom 22:34

4M ago22:34

22:34

Welcome to a specially festive episode of Wealth Strategies Unleashed with Robert Gilliland & Karen Heider discussing tax-free gifting limits, 529 plans, securing a family legacy, and ways to teach financial literacy to the next generation. Let's navigate this season of giving with a financial twist! 🧭Download FREE guides: https://concenturewealth.…

1
Know the Risk to Maximize Your Reward: Investing for 2025 21:00

5M ago21:00

21:00

Our senior advisors Karen Heider and Mike Alexander discuss key investment strategies to manage risk and reward going into 2025. Learn how about diversification, dollar cost averaging, and rebalancing portfolios to prepare for economic uncertainties. The conversation covers topics such as interest rates, inflation, geopolitical risks, and the perfo…

1
Tax Planning Strategies to Save Money 18:01

5M ago18:01

18:01

Robert Gilliland and Mike Alexander cover key tax strategies to tackle before year-end. They’ll walk you through important topics like HSAs, FSAs, 401k contributions, RMDs, charitable giving, donor-advised funds, and tax-loss harvesting. Plus, they’ll explore the perks of 529 plans, Roth conversions, and investment options such as ETFs and municipa…

1
Why Gratitude Leads to Financial Success 19:20

5M ago19:20

19:20

Robert Gilliland and Karen Heider explore how practicing gratitude can transform long-term financial decisions. Sharing personal stories — like the journey of saving for a house and the joy of achieving that goal — they highlight how gratitude not only inspires a sense of accomplishment but also encourages generosity and builds financial resilience…

1
Market Trends After Trump's Election Win? 24:20

5M ago24:20

24:20

Robert Gilliland and Mike Alexander analyze the impact of the recent election on various market sectors. They discuss the performance of financials, energy, consumer discretionary, healthcare, and other sectors in light of the election results. They also delve into potential regulatory changes, interest rate dynamics, and strategies for managing vo…

1
Post-Election Financial Outlook? 27:04

6M ago27:04

27:04

Concenture's senior advisors Robert Gilliland & Karen Heider explore the financial impact of the recent election. They'll discuss potential economic shifts, tax policy changes, regulatory updates, and future market strategies. Key topics include how lower taxes, trade negotiations, regulatory trends, and energy sector shifts might affect the econom…

1
Unexpected Cash? Key Moves to Take Advantage 18:02

6M ago18:02

18:02

Discover why treating yourself like a “bill” and maintaining discipline is essential for financial freedom. In this episode of Wealth Strategies Unleashed, let's discuss how to manage unexpected windfalls like bonuses, inheritances, or raises. From paying down high-interest debt to boosting emergency funds, and making wise investments for retiremen…

1
What Trump or Harris Could Mean for Money & Markets 29:01

6M ago29:01

29:01

This week our advisors take a close look at the upcoming election and its potential impact on your finances and the markets. Each candidate brings different policies that could have significant effects on investments, savings, and the broader financial landscape. Let's analyze the stances of each candidate and how their proposed policies could infl…

1
Investor Psychology: How Emotions Drive Personal Finance 21:34

6M ago21:34

21:34

Ever felt a gut feeling about a financial decision? Or maybe you've been tempted by a hot stock tip because everyone else was doing it? In this episode, we're talking about how our emotions can play a big role in our money moves. From fear and greed to confidence and doubt, we'll explore why these feelings can lead us astray. We'll share real stori…

1
How to See Market Volatility Coming 20:09

6M ago20:09

20:09

We're back with Concenture CIO Mike Alexander! This week we're covering how you can learn to recognize market trends & properly react to market volatility. 🧭Download FREE guides: https://concenturewealth.com/financial-guides/ 📱Download Our App: https://concenturewealth.sanctuarywealthapp.com/marketing 🌐Our Website: http://www.concenturewealth.com 📞…

1
Market Metrics to Track Yourself 17:15

7M ago17:15

17:15

Chief Investment Officer Mike Alexander returns to talk with Managing Director Robert Gilliland about the metrics of the markets & the key points they look at when it comes to both investing & financial planning! 🧭Download FREE guides: https://concenturewealth.com/financial-guides/ 📱Download Our App: https://concenturewealth.sanctuarywealthapp.com/…

1
Fall Market Outlook: Trends & Insights 17:15

7M ago17:15

17:15

This week we have Concenture's Chief Investment Officer Mike Alexander in our NEW studio to discuss key trends, economic factors, and investment opportunities shaping the financial landscape as we gear up for the year's final months. 🧭Download FREE guides: https://concenturewealth.com/financial-guides/ 📱Download Our App: https://concenturewealth.sa…

1
Long-Term Investing in a Short-Term World 19:05

7M ago19:05

19:05

In today’s episode, we're talking about what it really takes to succeed as a long-term investor—especially in a world that’s always pushing for quick decisions and instant results. With markets constantly shifting and headlines telling us to react now, it’s easy to get distracted by short-term noise. But if your goal is to build lasting wealth, lon…

1
Building A Financial Fantasy Team: The Key Roles Involved 32:27

7M ago32:27

32:27

Let's talk about your fantasy team! Discover how to assemble the perfect team of experts to help you achieve your financial goals. Whether you're a beginner or a seasoned investor, having the right support system is essential. Learn about the key roles to consider, how to find the best professionals, and why a strong financial team can make a signi…

1
Guide to Estate Planning in 2024 20:03

8M ago20:03

20:03

Planning for the future is more than just managing your finances—it's about ensuring your loved ones are protected and your wishes are honored. In this episode, we break down everything you need to know about safeguarding your assets and creating a legacy that lasts. 🧭Download FREE guides: https://concenturewealth.com/financial-guides/ 📱Download Ou…

1
Wealth Management Trends for the Rest of 2024 26:18

8M ago26:18

26:18

The Wealth Strategies Unleashed podcast returns with episode 49! Listen to Concenture's Managing Director Robert Gilliland & Senior Advisor Karen Heider take you through the key trends that will shape personal finances through the rest of 2024. New Wealth Strategies Unleashed episodes release weekly! Don't miss the chance to unlock your financial p…

1
Risk Management || Wealth Strategies Unleashed Podcast EP48 16:11

11M ago16:11

16:11

Welcome back to another episode of Wealth Strategies Unleashed with Concenture Wealth Management, where we bring financial education and insights directly to you! Thank you for tuning into Wealth Strategies Unleashed. We can't wait to share more wealth management tips and strategies with you in the next episode. Until then, keep pushing towards you…

1
Charitable Contributions || Wealth Strategies Unleashed Podcast EP47 12:44

11M ago12:44

12:44

Welcome back to another episode of Wealth Strategies Unleashed with Concenture Wealth Management, where we bring financial education and insights directly to you! Thank you for tuning into Wealth Strategies Unleashed. We can't wait to share more wealth management tips and strategies with you in the next episode. Until then, keep pushing towards you…

1
Client Relationship Expectations || Wealth Strategies Unleashed Podcast EP46 15:27

11M ago15:27

15:27

Welcome back to another episode of Wealth Strategies Unleashed with Concenture Wealth Management, where we bring financial education and insights directly to you! Thank you for tuning into Wealth Strategies Unleashed. We can't wait to share more wealth management tips and strategies with you in the next episode. Until then, keep pushing towards you…

1
Retirement Income Strategies || Wealth Strategies Unleashed Podcast EP045 12:09

11M ago12:09

12:09

Welcome back to another episode of Wealth Strategies Unleashed with Concenture Wealth Management, where we bring financial education and insights directly to you! Thank you for tuning into Wealth Strategies Unleashed. We can't wait to share more wealth management tips and strategies with you in the next episode. Until then, keep pushing towards you…

1
Simplify Your Financial Life || Wealth Strategies Unleashed Podcast Episode 044 15:06

11M ago15:06

15:06

Welcome back to another episode of Wealth Strategies Unleashed with Concenture Wealth Management, where we bring financial education and insights directly to you! Thank you for tuning into Wealth Strategies Unleashed. We can't wait to share more wealth management tips and strategies with you in the next episode. Until then, keep pushing towards you…

1
Recovering From Financial Setbacks || Wealth Strategies Unleashed Podcast EP043 14:09

12M ago14:09

14:09

Welcome back to another episode of Wealth Strategies Unleashed with Concenture Wealth Management, where we bring financial education and insights directly to you! Thank you for tuning into Wealth Strategies Unleashed. We can't wait to share more wealth management tips and strategies with you in the next episode. Until then, keep pushing towards you…

1
Saving For College || Wealth Strategies Unleashed Podcast EP042 15:23

12M ago15:23

15:23

Welcome back to another episode of Wealth Strategies Unleashed with Concenture Wealth Management, where we bring financial education and insights directly to you! Thank you for tuning into Wealth Strategies Unleashed. We can't wait to share more wealth management tips and strategies with you in the next episode. Until then, keep pushing towards you…

1
Is the Economy Still Strong? w/ Troy Gayeski || Wealth Strategies Unleashed Podcast 21:07

12M ago21:07

21:07

Welcome back to another episode of Wealth Strategies Unleashed with Concenture Wealth Management, where we bring financial education and insights directly to you! Thank you for tuning into Wealth Strategies Unleashed. We can't wait to share more wealth management tips and strategies with you in the next episode. Until then, keep pushing towards you…

1
The Secrets of a Heart-Healthy Life w/ Dr. Gina Pritchard || Wealth Strategies Unleashed Podcast 24:49

1y ago24:49

24:49

Welcome back to another episode of Wealth Strategies Unleashed with Concenture Wealth Management, where we bring financial education and insights directly to you! Thank you for tuning into Wealth Strategies Unleashed. We can't wait to share more wealth management tips and strategies with you in the next episode. Until then, keep pushing towards you…

1
Protecting Your Greatest Asset...Your Health w/ Dr. Gina Pritchard || Wealth Strategies Unleashed 35:49

1y ago35:49

35:49

Welcome back to another episode of Wealth Strategies Unleashed with Concenture Wealth Management, where we bring financial education and insights directly to you! Thank you for tuning into Wealth Strategies Unleashed. We can't wait to share more wealth management tips and strategies with you in the next episode. Until then, keep pushing towards you…

1
Private Equity: Mitigating Volatility w/ Troy Gayeski || Wealth Strategies Unleashed EP038 26:41

1y ago26:41

26:41

Welcome back to another episode of Wealth Strategies Unleashed with Concenture Wealth Management, where we bring financial education and insights directly to you! Thank you for tuning into Wealth Strategies Unleashed. We can't wait to share more wealth management tips and strategies with you in the next episode. Until then, keep pushing towards you…

1
Market Outlook & Investment Strategies w/ Troy Gayeski || Wealth Strategies Unleashed EP037 22:37

1y ago22:37

22:37

Welcome back to another episode of Wealth Strategies Unleashed with Concenture Wealth Management, where we bring financial education and insights directly to you! Thank you for tuning into Wealth Strategies Unleashed. We can't wait to share more wealth management tips and strategies with you in the next episode. Until then, keep pushing towards you…

1
The Magnificent 7 Stocks || Wealth Strategies Unleashed EP036 16:30

1y ago16:30

16:30

Welcome back to another episode of Wealth Strategies Unleashed with Concenture Wealth Management, where we bring financial education and insights directly to you! Thank you for tuning into Wealth Strategies Unleashed. We can't wait to share more wealth management tips and strategies with you in the next episode. Until then, keep pushing towards you…

1
Cyber Security || Wealth Strategies Unleashed EP035 12:11

1y ago12:11

12:11

Welcome back to another episode of Wealth Strategies Unleashed with Concenture Wealth Management, where we bring financial education and insights directly to you! Thank you for tuning into Wealth Strategies Unleashed. We can't wait to share more wealth management tips and strategies with you in the next episode. Until then, keep pushing towards you…

1
Investing In An Election Year || Wealth Strategies Unleashed EP034 18:50

1y ago18:50

18:50

Welcome back to another episode of Wealth Strategies Unleashed with Concenture Wealth Management, where we bring financial education and insights directly to you! Thank you for tuning into Wealth Strategies Unleashed. We can't wait to share more wealth management tips and strategies with you in the next episode. Until then, keep pushing towards you…

1
2024 Tax Strategies || Wealth Strategies Unleashed EP033 17:19

1y ago17:19

17:19

Welcome back to another episode of Wealth Strategies Unleashed with Concenture Wealth Management, where we bring financial education and insights directly to you! Thank you for tuning into Wealth Strategies Unleashed. We can't wait to share more wealth management tips and strategies with you in the next episode. Until then, keep pushing towards you…

1
What is Direct Indexing? || Wealth Strategies Unleashed EP032 11:14

1y ago11:14

11:14

Welcome back to another episode of Wealth Strategies Unleashed with Concenture Wealth Management, where we bring financial education and insights directly to you! What in the world is Direct Indexing? Mike and Robert break it down, what it is, how it works, and if it makes sense for your portfolio. Thank you for tuning into Wealth Strategies Unleas…

1
Should You Own a 2nd Home? || Wealth Strategies Unleashed EP031 18:13

1y ago18:13

18:13

Welcome back to another episode of Wealth Strategies Unleashed with Concenture Wealth Management, where we bring financial education and insights directly to you! Should you buy a 2nd home? This week on the show Mike and Robert share their best tips and tricks for those interested in purchasing a vacation home. Thank you for tuning into Wealth Stra…

1
Crisis Proof Your Retirement || Wealth Strategies Unleashed 17:49

1y ago17:49

17:49

Welcome back to another episode of Wealth Strategies Unleashed with Concenture Wealth Management, where we bring financial education and insights directly to you! We're back again with a new episode! This week we're talking all about how to crisis-proof your retirement. Let's get into it! Thank you for tuning into Wealth Strategies Unleashed. We ca…

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