PodcastsNoticiasDollars & Sense: Wealth, Wisdom and Well-Being

Dollars & Sense: Wealth, Wisdom and Well-Being

UBS advisor podcasts
Dollars & Sense: Wealth, Wisdom and Well-Being
Último episodio

10 episodios

  • Dollars & Sense: Wealth, Wisdom and Well-Being

    The Ranch Revolution: How Tonya Currie & Rick Doak are redefining Texas Luxury Ranch Sales

    30/10/2024 | 48 min
    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.
  • Dollars & Sense: Wealth, Wisdom and Well-Being

    Preparing for Tomorrow: Estate Planning Simplified for Long-Term Peace of Mind - Expert Insights from John Yow, Esteemed Attorney

    26/9/2024 | 38 min
    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.
  • Dollars & Sense: Wealth, Wisdom and Well-Being

    Building Value, Leaving Legacy: Rich Hall's Blueprint for Business Success

    13/9/2024 | 36 min
    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.
  • Dollars & Sense: Wealth, Wisdom and Well-Being

    Mastering Business Exit Planning: Personal, Business & Financial Strategies with Trey Hendershot

    18/6/2024 | 21 min
    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.
  • Dollars & Sense: Wealth, Wisdom and Well-Being

    He said, She said. Carrie Westbrook- Trailblazer in Family Law, Divorce and Child Custody

    10/5/2024 | 48 min
    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.

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Acerca de Dollars & Sense: Wealth, Wisdom and Well-Being

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.
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