Wealth Management Trends for the Rest of 2024

Wealth Strategies Unleashed

#MBA #Trading #Business #Concenture Wealth Management #Retirement Planning #Tax-efficient Investing #Wealth Management #Financial Planning #Investment Advice #Retirement Income #Market Insights #Long-term Planning

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about a year ago 26:18

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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 potential as we take you behind the scenes in the world of finance, wealth management, and so much more!

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76 episodes

Wealth Management Trends for the Rest of 2024

Wealth Strategies Unleashed

published about a year ago

MP3•Episode home

76 episodes

All episodes

Wealth Strategies Unleashed

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

8 days 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/financial-guides/ 📱Download Our App: https://concenturewealth.sanctuarywealthapp.com/marketing 🌐Our Website: http://www.concenturewealth.com 📞Call Us: 713-930-2910 📧Message Us: info@concenturewealth.com 💼Our LinkedIn: https://www.linkedin.com/company/concenturewealth/ 📸Our Instagram: https://www.instagram.com/concenturewealth/ 👍Our Facebook: https://www.facebook.com/people/Concenture-Wealth-Management/100076401128738/ ▶️Subscribe to our Channel: https://www.youtube.com/@concenturewealth…

Wealth Strategies Unleashed

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

23 days 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/financial-guides/ 📱Download Our App: https://concenturewealth.sanctuarywealthapp.com/marketing 🌐Our Website: http://www.concenturewealth.com 📞Call Us: 713-930-2910 📧Message Us: info@concenturewealth.com 💼Our LinkedIn: https://www.linkedin.com/company/concenturewealth/ 📸Our Instagram: https://www.instagram.com/concenturewealth/ 👍Our Facebook: https://www.facebook.com/people/Concenture-Wealth-Management/100076401128738/ ▶️Subscribe to our Channel: https://www.youtube.com/@concenturewealth…

Wealth Strategies Unleashed

1
How to Enjoy the Retirement You Earned 11:37

5 weeks 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://concenturewealth.sanctuarywealthapp.com/marketing 🌐Our Website: http://www.concenturewealth.com 📞Call Us: 713-930-2910 📧Message Us: info@concenturewealth.com 💼Our LinkedIn: https://www.linkedin.com/company/concenturewealth/ 📸Our Instagram: https://www.instagram.com/concenturewealth/ 👍Our Facebook: https://www.facebook.com/people/Concenture-Wealth-Management/100076401128738/ ▶️Subscribe to our Channel: https://www.youtube.com/@concenturewealth…

Wealth Strategies Unleashed

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

6 weeks 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 guides: https://concenturewealth.com/financial-guides/ 📱Download Our App: https://concenturewealth.sanctuarywealthapp.com/marketing 🌐Our Website: http://www.concenturewealth.com 📞Call Us: 713-930-2910 📧Message Us: info@concenturewealth.com 💼Our LinkedIn: https://www.linkedin.com/company/concenturewealth/ 📸Our Instagram: https://www.instagram.com/concenturewealth/ 👍Our Facebook: https://www.facebook.com/people/Concenture-Wealth-Management/100076401128738/ ▶️Subscribe to our Channel: https://www.youtube.com/@concenturewealth…

Wealth Strategies Unleashed

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

7 weeks 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 how you should consider either option. 🧭Download FREE guides: https://concenturewealth.com/financial-guides/ 📱Download Our App: https://concenturewealth.sanctuarywealthapp.com/marketing 🌐Our Website: http://www.concenturewealth.com 📞Call Us: 713-930-2910 📧Message Us: info@concenturewealth.com 💼Our LinkedIn: https://www.linkedin.com/company/concenturewealth/ 📸Our Instagram: https://www.instagram.com/concenturewealth/ 👍Our Facebook: https://www.facebook.com/people/Concenture-Wealth-Management/100076401128738/ ▶️Subscribe to our Channel: https://www.youtube.com/@concenturewealth…

Wealth Strategies Unleashed

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

8 weeks 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 it means for investors. 🧭Download FREE guides: https://concenturewealth.com/financial-guides/ 📱Download Our App: https://concenturewealth.sanctuarywealthapp.com/marketing 🌐Our Website: http://www.concenturewealth.com 📞Call Us: 713-930-2910 📧Message Us: info@concenturewealth.com 💼Our LinkedIn: https://www.linkedin.com/company/concenturewealth/ 📸Our Instagram: https://www.instagram.com/concenturewealth/ 👍Our Facebook: https://www.facebook.com/people/Concenture-Wealth-Management/100076401128738/ ▶️Subscribe to our Channel: https://www.youtube.com/@concenturewealth…

Wealth Strategies Unleashed

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

9 weeks 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 office, and the growing role of alternative investments in portfolios. Discover future trends and what you should expect from your advisor as a client. 🧭Download FREE guides: https://concenturewealth.com/financial-guides/ 📱Download Our App: https://concenturewealth.sanctuarywealthapp.com/marketing 🌐Our Website: http://www.concenturewealth.com 📞Call Us: 713-930-2910 📧Message Us: info@concenturewealth.com 💼Our LinkedIn: https://www.linkedin.com/company/concenturewealth/ 📸Our Instagram: https://www.instagram.com/concenturewealth/ 👍Our Facebook: https://www.facebook.com/people/Concenture-Wealth-Management/100076401128738/ ▶️Subscribe to our Channel: https://www.youtube.com/@concenturewealth…

Wealth Strategies Unleashed

1
Wealth Management is Changing? 22:07

10 weeks 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 means for investors and advisors alike. 🧭Download FREE guides: https://concenturewealth.com/financial-guides/ 📱Download Our App: https://concenturewealth.sanctuarywealthapp.com/marketing 🌐Our Website: http://www.concenturewealth.com 📞Call Us: 713-930-2910 📧Message Us: info@concenturewealth.com 💼Our LinkedIn: https://www.linkedin.com/company/concenturewealth/ 📸Our Instagram: https://www.instagram.com/concenturewealth/ 👍Our Facebook: https://www.facebook.com/people/Concenture-Wealth-Management/100076401128738/ ▶️Subscribe to our Channel: https://www.youtube.com/@concenturewealth…

Wealth Strategies Unleashed

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

11 weeks 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-testing your retirement strategy. 🧭Download FREE guides: https://concenturewealth.com/financial-guides/ 📱Download Our App: https://concenturewealth.sanctuarywealthapp.com/marketing 🌐Our Website: http://www.concenturewealth.com 📞Call Us: 713-930-2910 📧Message Us: info@concenturewealth.com 💼Our LinkedIn: https://www.linkedin.com/company/concenturewealth/ 📸Our Instagram: https://www.instagram.com/concenturewealth/ 👍Our Facebook: https://www.facebook.com/people/Concenture-Wealth-Management/100076401128738/ ▶️Subscribe to our Channel: https://www.youtube.com/@concenturewealth…

Wealth Strategies Unleashed

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

12 weeks 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: https://concenturewealth.com/financial-guides/ 📱Download Our App: https://concenturewealth.sanctuarywealthapp.com/marketing 🌐Our Website: http://www.concenturewealth.com 📞Call Us: 713-930-2910 📧Message Us: info@concenturewealth.com 💼Our LinkedIn: https://www.linkedin.com/company/concenturewealth/ 📸Our Instagram: https://www.instagram.com/concenturewealth/ 👍Our Facebook: https://www.facebook.com/people/Concenture-Wealth-Management/100076401128738/ ▶️Subscribe to our Channel: https://www.youtube.com/@concenturewealth…

Wealth Strategies Unleashed

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

13 weeks 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 strategies, expert advice on staying invested, and insights into market conditions that could signal major economic shifts. Mary Ann's LinkedIn: https://www.linkedin.com/in/mary-ann-bartels-632577225/ 🧭Download FREE guides: https://concenturewealth.com/financial-guides/ 📱Download Our App: https://concenturewealth.sanctuarywealthapp.com/marketing 🌐Our Website: http://www.concenturewealth.com 📞Call Us: 713-930-2910 📧Message Us: info@concenturewealth.com 💼Our LinkedIn: https://www.linkedin.com/company/concenturewealth/ 📸Our Instagram: https://www.instagram.com/concenturewealth/ 👍Our Facebook: https://www.facebook.com/people/Concenture-Wealth-Management/100076401128738/ ▶️Subscribe to our Channel: https://www.youtube.com/@concenturewealth…

Wealth Strategies Unleashed

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

14 weeks 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 secular bull market, sector opportunities, and potential challenges ahead. Frequently seen on MSNBC, Bloomberg & Fox Business, Mary Ann Bartels has spent over 40 years on Wall Street, earning acclaim for her research and portfolio strategies in equities, bonds, commodities, and ETFs. She served in senior executive roles at Merrill Lynch and Bank of America, received numerous industry accolades — including Institutional Investor All-American honors—and held portfolio management positions at leading investment firms. More recently, she shifted her focus to the cutting-edge worlds of DeFi, cryptocurrency, NFTs, and the Metaverse, while also serving on multiple advisory boards. A frequent media commentator and Fordham graduate, Mary Ann continues to drive investment thought leadership through her strategic insights and innovative expertise. Mary Ann's LinkedIn: https://www.linkedin.com/in/mary-ann-bartels-632577225/ 🧭Download FREE guides: https://concenturewealth.com/financial-guides/ 📱Download Our App: https://concenturewealth.sanctuarywealthapp.com/marketing 🌐Our Website: http://www.concenturewealth.com 📞Call Us: 713-930-2910 📧Message Us: info@concenturewealth.com 💼Our LinkedIn: https://www.linkedin.com/company/concenturewealth/ 📸Our Instagram: https://www.instagram.com/concenturewealth/ 👍Our Facebook: https://www.facebook.com/people/Concenture-Wealth-Management/100076401128738/ ▶️Subscribe to our Channel: https://www.youtube.com/@concenturewealth…

Wealth Strategies Unleashed

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

15 weeks 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 the A.G.E. approach. 🧭Download FREE guides: https://concenturewealth.com/financial-guides/ 📱Download Our App: https://concenturewealth.sanctuarywealthapp.com/marketing 🌐Our Website: http://www.concenturewealth.com 📞Call Us: 713-930-2910 📧Message Us: info@concenturewealth.com 💼Our LinkedIn: https://www.linkedin.com/company/concenturewealth/ 📸Our Instagram: https://www.instagram.com/concenturewealth/ 👍Our Facebook: https://www.facebook.com/people/Concenture-Wealth-Management/100076401128738/ ▶️Subscribe to our Channel: https://www.youtube.com/@concenturewealth…

Wealth Strategies Unleashed

1
Try These Financial Goals for 2025 19:00

16 weeks 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 preparing for retirement or optimizing your investments, we'll give you the steps to set position yourself well. 🧭Download FREE guides: https://concenturewealth.com/financial-guides/ 📱Download Our App: https://concenturewealth.sanctuarywealthapp.com/marketing 🌐Our Website: http://www.concenturewealth.com 📞Call Us: 713-930-2910 📧Message Us: info@concenturewealth.com 💼Our LinkedIn: https://www.linkedin.com/company/concenturewealth/ 📸Our Instagram: https://www.instagram.com/concenturewealth/ 👍Our Facebook: https://www.facebook.com/people/Concenture-Wealth-Management/100076401128738/ ▶️Subscribe to our Channel: https://www.youtube.com/@concenturewealth…

Wealth Strategies Unleashed

1
Holiday Secrets to Financial Freedom 22:34

18 weeks ago22:34