Dollars & Sense: Wealth, Wisdom and Well-Being

UBS advisor podcasts
  • 5.0 (2)
  • BUSINESS NEWS

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.

Episodes

  1. 10/30/2024

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

    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.

    49 min

  2. 09/26/2024

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

    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.

    39 min

  3. 09/13/2024

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

    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.

    36 min

  4. 06/18/2024

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

    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.

    22 min

  5. 05/10/2024

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

    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.

    49 min

  6. 04/01/2024

    From Vision to Victory: Trey Hendershot, The Rainmaker

    In this episode we welcome Trey Hendershot, a leader in business and health law. We will dive into the challenges confronting business owners and uncover how Trey's expert guidance helps them navigate through the unknown, ensuring their ventures not only survive but thrive.

    20 min

  7. 02/20/2024

    From Holocaust to Houston: The Inspiring Story of Three Brothers Bakery

    A fascinating and inspiring conversation with Bobby and Janice Jucker, owners of Three Brothers Bakery. They are memory makers who happen to be bakers.

    1h 5m

  8. 01/10/2024

    Steve Clark: Blazing Trails in Environmental Innovation

    Welcome to Dollars & Sense. I'm John Carolyn, a Senior Vice President on MainStreet Wealth Management Group. I’m joined by my Team member, Mark Lopez, Senior Vice President and Certified Financial Planner. Our guest today is Steve Clark. Steve is Chairman of Systems International, and a pioneer in environmental technology.

    37 min

  9. 01/04/2024

    Blueprints to Success: Insights from Jodi White

    In this episode we discuss Jodi's role as head of business development for TPS Thayer, and how she helped build it into largest CPA firm in Sugar Land, Texas.

    18 min

  10. 10/25/2023

    Rags, Riches, Repeat - Breaking the 3 Generation Wealth Cycle'

    Dollars & Sense: Wealth, Wisdom and Well-Being

    10 min
  • 10 Episodes

Ratings & Reviews

5
out of 5
2 Ratings

About

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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