Imagine That

Confluence Financial Partners
  • 0.0 (0)
  • INVESTING
Imagine That Podcast

Welcome to the 'Imagine That' podcast, a series of conversations about what matters most. Host Greg Weimer, CEO of Confluence Financial Partners, interviews some of the brightest minds around to help you learn to invest in yourself and take practical steps to get where you want to go. Whether you want to learn more about financial planning, nutrition, leadership — or you just need a motivational boost — this podcast exists to inspire you to live a well-planned life. • Confluence Financial Partners • 732 E McMurray Road McMurray, PA 15317 • Phone: 844.500.4655

  1. 5 DAYS AGO

    The Heart Behind Confluence Coats for Kids

    In the latest episode of the Imagine That podcast, Greg Weimer, host and CEO, sits down with Rachel White, Development & Communications Manager at South Hills Interfaith Movement (SHIM). Together, they dive into the heart behind “Confluence Coats for Kids,” an initiative aimed at providing children with a crucial yet often overlooked necessity: a warm coat.As parents, friends, and members of a community, we all strive to equip our children with the tools for success. Sometimes, it begins ...

    15 min

  2. 25 JUL

    Estate Taxes: What You Can Control

    In the latest episode of the Imagine That podcast, Greg Weimer, host and CEO, sits down with Gregory Weimer, CFP®, CPA, President and COO, and Randy Holcombe, CFP®, Director of Wealth Planning, to discuss "Estate Taxes: What You Can Control."In the next two years, you're going to hear a lot about estate taxes and estate tax exclusion. Greg, Gregory and Randy discuss the "recipe" for giving to your heirs without overpaying in taxes.Tune in to learn how Estate Tax Planning can help you maximize...

    15 min

  3. 25 JUN

    Finding Opportunities in Life's Transitions

    In the latest episode of the Imagine That podcast, Greg Weimer, host and CEO, sits down with Katie Montagazzi, CFP®, Director of Marketing, to discuss “Finding Opportunities in Life’s Transitions.”At Confluence, we strive to help our clients navigate life’s changes and turn challenges into opportunities. As such, Greg and Katie discuss “the river of change” and ways in which we can overcome the challenges that come with working through transitions in life and career.Tune in to learn how navig...

    18 min

  4. 29 MAY

    A Peek Under the Tent: Our Investment Advisory Committee

    In the latest episode of the Imagine That podcast, Greg Weimer, host and CEO, sits down with Bill Winkeler, CFA, CFP®, Chief Investment Officer, for a “peek under the tent” of our Investment Advisory Committee. At Confluence, we believe that the portfolio is the engine that powers our clients’ financial plans. As such, Greg and Bill discuss the multi-perspective management approach that is weaved into the Investment Advisory Committee, global events that have impacted the market, and the...

    27 min
  5. Why We Chose Confluence Financial Partners

    9 MAY

    Why We Chose Confluence Financial Partners

    Join us for an insightful conversation with Greg Weimer, CEO, and the newest members of the Confluence Financial Partners Team: Rande Casaday, MBA | Wealth Manager Paul Frey, CIMA, CFP® | Wealth Manager Mike Touscany, CFP® | Wealth Manager Rande, Paul, and Mike discuss the reasons for which they are excited to be a part...

    10 min

  6. 1 MAY

    Why Coaches Matter, In Business and Beyond

    Join us for an insightful conversation with Greg Weimer, CEO, and Katie Montagazzi, Director of Marketing, as they discuss the transformative power of constant improvement and the pivotal role of coaching in personal and professional development. Greg reflects on the dichotomy of progress versus stagnation, emphasizing that in life, there is no neutral ground – you’re either advancing or regressing. Through Greg’s experience with both formal coaches and informal mentors, experiences, and...

    16 min

  7. 28 MAR

    Tips for Raising Confident Children

    At Confluence Financial Partners, we believe in the holistic well-being of our clients and their families. We're pleased to share our latest podcast episode focusing on the essential and sometimes overlooked area of children and adolescents' mental health. Join our Host and CEO, Greg Weimer, and special guest Maddy Weimer, LPC, a Licensed Professional Counselor specializing in child therapy, as they explore practical strategies for supporting the mental resilience of young people. T...

    27 min

  8. 24 JAN

    Considerations for Purchasing a Second Home

    Join our host and CEO, Greg Weimer, for a discussion around second home ownership. In this episode, we discuss some of the considerations surrounding the purchase of a second home, from the initial expense to ongoing carrying costs like housekeeping, maintenance, and even the logistical aspects such as travel that are sometimes overlooked.But it’s not all about the financials. Greg also touches on the invaluable investment in family memories and the joy of creating lasting experiences. Whethe...

    6 min
See All (43)

Trailer

About

Welcome to the 'Imagine That' podcast, a series of conversations about what matters most. Host Greg Weimer, CEO of Confluence Financial Partners, interviews some of the brightest minds around to help you learn to invest in yourself and take practical steps to get where you want to go. Whether you want to learn more about financial planning, nutrition, leadership — or you just need a motivational boost — this podcast exists to inspire you to live a well-planned life. • Confluence Financial Partners • 732 E McMurray Road McMurray, PA 15317 • Phone: 844.500.4655

Information

  • Creator
    Confluence Financial Partners
  • Years Active
    2021 - 2024
  • Episodes
    43
  • Rating
    Clean
  • Copyright
    © 2024 Imagine That
  • Show Website
    Imagine That

To listen to explicit episodes, sign in.

Stay up to date with this show

Sign in or sign up to follow shows, save episodes and get the latest updates.
Select a country or region

Africa, Middle East, and India

Asia Pacific

Europe

Latin America and the Caribbean

The United States and Canada