Presilium Private Wealth

Jerry Davidse
  • 5.0 (2)
  • Investing
  • Updated Biweekly

A podcast from Presilium Private Wealth with a variety of interesting strategies to improve your family's long-term financial plan.

  1. 1d ago

    What Is It Like To Be A Client Of Presilium?

    In this episode of The Big Question, Brook Hart explains what the client experience actually looks like at Presilium Private Wealth. A question that naturally comes up during conversations with prospective clients. Most people assume the answer revolves around meetings, portfolio reviews, or investment strategies. But the real question behind it is far more personal: Can I trust you? Will you follow through? Will you actually be there when it matters? Brook walks through the structure and philosophy behind the Presilium client experience: from comprehensive financial planning and regular reviews to proactive communication and ongoing education. More importantly, he explains why the true value of an advisory relationship is often intangible and revealed over time through consistent guidance, transparency, and trust. In this episode: • The real question prospective clients are asking when they ask about the client experience. • Why every relationship begins with a comprehensive financial plan. • How annual planning updates guide long-term financial decisions. • The purpose of quarterly reviews and how they extend beyond investment performance. • Why consistent communication (often every 60 days) keeps financial plans on track. • How proactive conversations address financial questions before they become problems. • The role of client events, educational webinars, and ongoing financial education. • Why many aspects of financial advice happen behind the scenes and are difficult to quantify. • The core principles guiding the Presilium team: client-first thinking, communication, and execution. A strong advisory relationship isn’t defined by a single meeting or strategy… it’s built through years of thoughtful planning, disciplined execution, and consistent communication. Listen now to learn what it truly means to work with a team dedicated to long-term financial clarity and confidence. — Connect With Brook: Brook Hart, CFP®, CEPA® President & CCO, Presilium Private Wealth Email: Brook@presiliumpw.com LinkedIn: linkedin.com/in/brook-hart Meet Brook: https://www.presiliumpw.com/team_member/brook-hart-cfp/ — This Video is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase any security or investment product or services. The content of this Video is provided solely for your personal use and shall not be deemed to provide access to any particular transaction or investment opportunity. Presilium Private Wealth does not intend the information in this Video to be investment advice, and the information presented in this Presentation should not be relied upon to make an investment decision. Any third-party information contained herein was prepared by sources deemed to be reliable but is not guaranteed. Investment advisory services are offered through Presilium Private Wealth, a SEC Registered Investment Adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser or investment adviser representative has attained a particular level of skill or ability. Additional information about Presilium Private Wealth is also available on the SEC’s website at www.adviserinfo.sec.gov.

    What Is It Like To Be A Client Of Presilium?

  2. 1d ago

    The Silent Threat to Your Wealth - Inflation

    Inflation is one of the most significant long-term risks investors face, yet it often receives far less attention than market volatility. While market declines can be temporary, inflation steadily reduces purchasing power over time. In this episode, Jerry Davidse explains why preserving wealth means more than simply maintaining an account balance and how long-term investing has historically helped investors keep pace with rising costs. In this video, you’ll learn: • Why inflation is often referred to as the "silent tax" on wealth • How inflation gradually reduces purchasing power over time • What historical data reveals about the long-term impact of inflation on cash • Why preserving dollars is not the same as preserving purchasing power • How inflation can affect long-term financial goals and retirement planning • Why stocks represent ownership in businesses that have historically adapted to inflation • How growing businesses have historically helped investors preserve wealth over time • The difference between temporary market volatility and the long-term effects of inflation • Why owning appreciating assets has historically played an important role in long-term investing • How a disciplined investment strategy can help support purchasing power across generations • Why focusing on long-term growth is essential for achieving lasting financial goals While market volatility often dominates the headlines, inflation can have an even greater impact on long-term financial success. Presilium helps clients build investment strategies designed to preserve purchasing power, navigate changing economic conditions, and remain focused on achieving long-term financial goals. #Inflation #Investing #FinancialPlanning #WealthManagement #LongTermInvesting #RetirementPlanning #PurchasingPower #StockMarket #InvestorEducation -------- Connect With Jerry: Jerry Davidse, CFP® CEO, Presilium Private Wealth Email: jerry@presiliumpw.com LinkedIn: https://www.linkedin.com/in/jerrydavidse/ Meet Jerry: https://www.presiliumpw.com/team_member/jerry-davidse-cfp/#bio -------- This Video is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase any security or investment product or services. The content of this Video is provided solely for your personal use and shall not be deemed to provide access to any particular transaction or investment opportunity. Presilium Private Wealth does not intend the information in this Video to be investment advice, and the information presented in this Presentation should not be relied upon to make an investment decision. Any third-party information contained herein was prepared by sources deemed to be reliable but is not guaranteed. Investment advisory services are offered through Presilium Private Wealth, a SEC Registered Investment Adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser or investment adviser representative has attained a particular level of skill or ability. Additional information about Presilium Private Wealth is also available on the SEC’s website at www.adviserinfo.sec.gov.

    The Silent Threat to Your Wealth - Inflation

  3. Jul 21

    How Patience Builds Wealth

    One of the most powerful forces in investing isn't stock selection, market timing, or economic forecasting… It’s TIME. In this video, Jerry explores the relationship between time horizons and investment success. By reviewing historical data from the S&P 500 since 1950, we look at how the power of compounding works and why short-term volatility historically smooths out over longer holding periods. Discover why patience and discipline may be the most valuable assets an investor can possess. Key Takeaways: ● Short-Term vs. Long-Term: In the short term, investing can feel like a coin flip, heavily influenced by headlines and unpredictable events. Historically, as the investment horizon lengthens, the probability of seeing positive returns has increased. ● The Compounding Effect: Staying invested over longer periods (5, 10, or 20 years) allows compounding to work, historically offering a greater opportunity for growth compared to daily or weekly intervals. ● Discipline Over Prediction: Successful investing is often less about predicting the future and more about maintaining the discipline to stay invested through temporary setbacks. Thank you for tuning in to this week's episode! If you found these historical insights helpful, please be sure to like this video, subscribe to the channel, and share it with someone who might benefit from a long-term perspective on the markets. We look forward to talking with you again next Friday morning with more strategies to help you navigate your financial journey with confidence. #Investing #LongTermInvesting #FinancialPlanning #WealthManagement #SP500 #CompoundInterest #InvestmentStrategy #MarketHistory -------- Connect With Jerry: Jerry Davidse, CFP® CEO, Presilium Private Wealth Email: jerry@presiliumpw.com LinkedIn: https://www.linkedin.com/in/jerrydavidse/ Meet Jerry: https://www.presiliumpw.com/team_member/jerry-davidse-cfp/#bio -------- This Video is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase any security or investment product or services. The content of this Video is provided solely for your personal use and shall not be deemed to provide access to any particular transaction or investment opportunity. Presilium Private Wealth does not intend the information in this Video to be investment advice, and the information presented in this Presentation should not be relied upon to make an investment decision. Any third-party information contained herein was prepared by sources deemed to be reliable but is not guaranteed. Investment advisory services are offered through Presilium Private Wealth, a SEC Registered Investment Adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser or investment adviser representative has attained a particular level of skill or ability. Additional information about Presilium Private Wealth is also available on the SEC’s website at www.adviserinfo.sec.gov.

    How Patience Builds Wealth

  4. Jul 16

    The Most Powerful Tax Advantaged Account Explained

    When it comes to retirement and tax planning, most investors are familiar with the trade-off between reducing taxes today and reducing taxes in the future. Traditional retirement accounts may provide a current tax deduction, while Roth accounts offer the potential for tax-free qualified withdrawals later in life. For eligible individuals, an HSA offers a unique combination of tax advantages that can make it a valuable component of a long-term financial plan. Contributions may be tax-deductible, investments can grow tax-deferred, and qualified medical withdrawals may be tax-free. What you'll learn • How Health Savings Accounts (HSAs) work and who may be eligible to contribute • The requirements for participating in an HSA-qualified high-deductible health plan • How HSA contributions may help reduce current taxable income • The potential benefits of tax-deferred investment growth inside an HSA • How qualified medical expenses may be reimbursed tax-free, even years later • Why HSAs can play an important role in retirement and healthcare planning The benefits of an HSA must be weighed against the characteristics of the underlying health insurance coverage. A high-deductible health plan may not be appropriate for every individual or family, and the decision should be evaluated in the context of your healthcare needs, financial situation, and overall planning objectives. At Presilium Private Wealth, we help clients evaluate employee benefits, retirement savings opportunities, and tax planning strategies to determine how each piece fits into a coordinated long-term financial plan. — Connect With Cullen: Cullen Martin, CFP® Financial Planner, Presilium Private Wealth Email: Cullen@presiliumpw.com LinkedIn: https://www.linkedin.com/in/cullen-martin-cfp%C2%AE-81218ab2/ Meet Cullen: https://www.presiliumpw.com/team_member/cullen-martin-cfp/ — This Video is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase any security or investment product or services. The content of this Video is provided solely for your personal use and shall not be deemed to provide access to any particular transaction or investment opportunity. Presilium Private Wealth does not intend the information in this Video to be investment advice, and the information presented in this Presentation should not be relied upon to make an investment decision. Any third-party information contained herein was prepared by sources deemed to be reliable but is not guaranteed. Investment advisory services are offered through Presilium Private Wealth, a SEC Registered Investment Adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser or investment adviser representative has attained a particular level of skill or ability. Additional information about Presilium Private Wealth is also available on the SEC’s website at www.adviserinfo.sec.gov.

    The Most Powerful Tax Advantaged Account Explained

  5. Jul 14

    If You're The Business, You Don't Own an Asset

    Many business owners fall into the trap of becoming the business itself, which often stagnates growth and limits your enterprise value. In this episode of Building Value, Brook Hart, CFP®, CEPA®, discusses the critical link between reducing owner dependency and long-term business succession planning. Learn actionable strategies to create a scalable company that thrives independently, ensuring you are building a lasting business asset rather than just a job. In this video, you'll learn: Why a business that relies entirely on its owner is less valuable to potential buyersHow owner dependency affects scalability, succession, and enterprise valueThe unexpected quality-of-life benefits of building systems and empowering your teamPractical ways to reduce reliance on yourself by delegating relationships, decisions, and processesWhy documenting institutional knowledge creates a stronger, more resilient business Building value isn't just about increasing revenue or profits. It's about creating a business that can operate successfully without depending on any one individual. By building systems, developing your team, and transferring knowledge, you create a company that's more valuable, more resilient, and better positioned for the future. #BuildingValue #BusinessOwnership #EnterpriseValue #BusinessGrowth #SuccessionPlanning #Leadership #SmallBusiness #ExitStrategy — Connect With Brook: Brook Hart, CFP®, CEPA® President & CCO, Presilium Private Wealth Email: Brook@presiliumpw.com LinkedIn: linkedin.com/in/brook-hart Meet Brook: https://www.presiliumpw.com/team_member/brook-hart-cfp/ --- This Video is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase any security or investment product or services. The content of this Video is provided solely for your personal use and shall not be deemed to provide access to any particular transaction or investment opportunity. Presilium Private Wealth does not intend the information in this Video to be investment advice, and the information presented in this Presentation should not be relied upon to make an investment decision. Any third-party information contained herein was prepared by sources deemed to be reliable but is not guaranteed. Investment advisory services are offered through Presilium Private Wealth, a SEC Registered Investment Adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser or investment adviser representative has attained a particular level of skill or ability. Additional information about Presilium Private Wealth is also available on the SEC’s website at www.adviserinfo.sec.gov.

    If You're The Business, You Don't Own an Asset

  6. Jul 14

    Opportunity Cost

    Bonds play an important role in many investment portfolios, providing stability, liquidity, and flexibility during periods of market uncertainty. However, understanding the opportunity cost of prioritizing stability over long-term growth is just as important. In this episode, Jerry Davidse explores the distinct roles that stocks and bonds play in a portfolio and why asset allocation decisions can have a significant impact on long-term financial outcomes. In this video, you’ll learn: • Why bonds can provide stability, income, and liquidity within a portfolio • How bonds may help fund goals that are less than five years away • The role bonds can play during market declines and periods of volatility • Why maintaining liquidity can help investors avoid selling stocks during downturns • How bonds can be used as a source of capital for portfolio rebalancing opportunities • What opportunity cost means in the context of investing • The importance of balancing stability needs with long-term growth objectives • Why asset allocation should align with an investor’s goals, time horizon, and risk tolerance • How thoughtful portfolio construction can support both resilience and growth Every asset class serves a purpose, and successful investing often comes down to understanding how each piece fits within a broader financial plan. Presilium helps clients build investment strategies that balance stability, liquidity, and long-term growth while remaining aligned with their unique goals and circumstances. #Investing #AssetAllocation #FinancialPlanning #WealthManagement #StocksAndBonds #LongTermInvesting #PortfolioStrategy #RetirementPlanning #InvestorEducation -------- Connect With Jerry: Jerry Davidse, CFP® CEO, Presilium Private Wealth Email: jerry@presiliumpw.com LinkedIn: https://www.linkedin.com/in/jerrydavidse/ Meet Jerry: https://www.presiliumpw.com/team_member/jerry-davidse-cfp/#bio -------- This Video is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase any security or investment product or services. The content of this Video is provided solely for your personal use and shall not be deemed to provide access to any particular transaction or investment opportunity. Presilium Private Wealth does not intend the information in this Video to be investment advice, and the information presented in this Presentation should not be relied upon to make an investment decision. Any third-party information contained herein was prepared by sources deemed to be reliable but is not guaranteed. Investment advisory services are offered through Presilium Private Wealth, a SEC Registered Investment Adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser or investment adviser representative has attained a particular level of skill or ability. Additional information about Presilium Private Wealth is also available on the SEC’s website at www.adviserinfo.sec.gov.

    Opportunity Cost

  7. Jul 7

    200 Weeks of Financial Planning Fridays

    This milestone marks the 200th episode of Financial Planning Fridays—a series created to help investors make better long-term financial decisions through education, perspective, and disciplined thinking. In this episode, Jerry Davidse reflects on the lessons learned after 25 years as a financial advisor, 200 Financial Planning Fridays episodes, and more than one million video views, sharing the timeless principles that continue to guide successful investors. In this video, you’ll learn: • Why Financial Planning Fridays was created and the mission behind the series • What Jerry has learned from producing 200 educational financial planning videos • Why long-term thinking remains one of the most important investing principles • How discipline often matters more than intelligence or aggressiveness in investing • The importance of focusing on factors that investors can control • What successful investors, businesses, and individuals often have in common • Why consistent effort typically produces better results than dramatic actions While markets, headlines, and economic conditions continue to change, the core principles of successful financial planning remain remarkably consistent. Presilium remains committed to helping clients stay disciplined, think long-term, and make thoughtful financial decisions that support their goals through every stage of life. #FinancialPlanning #Investing #LongTermInvesting #WealthManagement #InvestorEducation #FinancialFreedom #RetirementPlanning #FinancialConfidence #InvestorDiscipline -------- Connect With Jerry: Jerry Davidse, CFP® CEO, Presilium Private Wealth Email: jerry@presiliumpw.com LinkedIn: https://www.linkedin.com/in/jerrydavidse/ Meet Jerry: https://www.presiliumpw.com/team_member/jerry-davidse-cfp/#bio -------- This Video is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase any security or investment product or services. The content of this Video is provided solely for your personal use and shall not be deemed to provide access to any particular transaction or investment opportunity. Presilium Private Wealth does not intend the information in this Video to be investment advice, and the information presented in this Presentation should not be relied upon to make an investment decision. Any third-party information contained herein was prepared by sources deemed to be reliable but is not guaranteed. Investment advisory services are offered through Presilium Private Wealth, a SEC Registered Investment Adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser or investment adviser representative has attained a particular level of skill or ability. Additional information about Presilium Private Wealth is also available on the SEC’s website at www.adviserinfo.sec.gov.

    200 Weeks of Financial Planning Fridays

  8. Jul 2

    Trump Accounts: What Are They And How Do They Work?

    Recent discussions around so-called "Trump accounts" have generated significant interest among parents and grandparents looking for ways to save for the next generation. As questions continue to emerge, many families are asking the same thing: What are these accounts, and how might they fit into a long-term financial plan? In this episode, Cullen explains how these accounts work, highlights key planning considerations, and discusses why evaluating them within the context of a broader financial plan may be more important than focusing solely on the account itself. What you'll learn Who may be eligible for a Trump account and how the accounts are structuredThe contribution limits and tax characteristics associated with these accountsHow tax-deferred growth can impact long-term savings outcomesWhat happens when the account transitions to an IRA at age 18Recent considerations surrounding future Roth conversion strategiesImportant questions families should ask before opening an account Because these accounts are new and future tax rules and guidance may evolve over time, it is important to avoid making decisions based solely on hypothetical outcomes many years in the future. Instead, the focus should remain on developing a flexible savings strategy that aligns with your family's long-term objectives. At Presilium Private Wealth, we help clients evaluate education, retirement, and legacy planning strategies while coordinating savings decisions for both parents and children within a comprehensive financial plan. #FinancialPlanning #TaxPlanning #FamilyWealth #InvestingForKids #RetirementPlanning #WealthManagement #LongTermInvesting #FinancialEducation #Compounding #PersonalFinance — Connect With Cullen: Cullen Martin, CFP® Financial Planner, Presilium Private Wealth Email: Cullen@presiliumpw.com LinkedIn: https://www.linkedin.com/in/cullen-martin-cfp%C2%AE-81218ab2/ Meet Cullen: https://www.presiliumpw.com/team_member/cullen-martin-cfp/ — This Video is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase any security or investment product or services. The content of this Video is provided solely for your personal use and shall not be deemed to provide access to any particular transaction or investment opportunity. Presilium Private Wealth does not intend the information in this Video to be investment advice, and the information presented in this Presentation should not be relied upon to make an investment decision. Any third-party information contained herein was prepared by sources deemed to be reliable but is not guaranteed. Investment advisory services are offered through Presilium Private Wealth, a SEC Registered Investment Adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser or investment adviser representative has attained a particular level of skill or ability. Additional information about Presilium Private Wealth is also available on the SEC’s website at www.adviserinfo.sec.gov.

    Trump Accounts: What Are They And How Do They Work?
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About

A podcast from Presilium Private Wealth with a variety of interesting strategies to improve your family's long-term financial plan.

Information

  • Creator
    Jerry Davidse
  • Years Active
    2022 - 2026
  • Episodes
    295
  • Rating
    Clean
  • Copyright
    © Jerry Davidse 2022
  • Show Website
    Presilium Private Wealth