54 episodes

Throughout INSIGHTS we’ll talk to a variety of professionals, coaches, experts, artists, and every day people as we explore the riches that come from our collective journey.

We hope that as you listen to INSIGHTS our conversations will help you acquire more knowledge and become even more curious of the gifts that are in and all around us, while we support you to reach new heights as we grow together.

Most of all, through EWM INSIGHTS we want to encourage you to:

INVEST IN WHAT YOU LOVE!®




Ellis Wealth Management, LLC
Securities offered through Cambridge Investment Research, Inc. Member FINRA/SIPC
Reposts & Links ≠ endorsements
elliswealthmanagement.net

Ellis Wealth Management, LLC - “Invest in What You Love!"®

EWM INSIGHTS Paul Bertrand Ellis, CIMA®

    • Business
    • 5.0 • 2 Ratings

Throughout INSIGHTS we’ll talk to a variety of professionals, coaches, experts, artists, and every day people as we explore the riches that come from our collective journey.

We hope that as you listen to INSIGHTS our conversations will help you acquire more knowledge and become even more curious of the gifts that are in and all around us, while we support you to reach new heights as we grow together.

Most of all, through EWM INSIGHTS we want to encourage you to:

INVEST IN WHAT YOU LOVE!®




Ellis Wealth Management, LLC
Securities offered through Cambridge Investment Research, Inc. Member FINRA/SIPC
Reposts & Links ≠ endorsements
elliswealthmanagement.net

Ellis Wealth Management, LLC - “Invest in What You Love!"®

    Living In Your Design with Special Guest Kevin Plumacher

    Living In Your Design with Special Guest Kevin Plumacher

    Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL!
    In this episode we speak with Kevin Plumacher, Owner of LeBlanc Floors and Interiors in beautiful Mukilteo, Washington!
    Kevin's love for craftsmanship, history and artistry has guided him through his career and community involvement.

    Kevin brings over 24 years of his wealth of knowledge and passion for carpentry and design to Mukilteo and Snohomish County.

    In this episode we discuss the value of history, the importance of an expanded education that includes wood shop and vocational technical training, and the opportunities ahead for the next generation.

    We also explore the empowerment of "living in your design" through asking the right questions, proper selection, design and professional guidance - and the lasting satisfaction of a desired project's completion, whether new construction or a planned remodel, with your own Signature Style.

    Kevin's insights truly transcend the floor to the frame in which we live our lives!

    Kevin is community oriented and is an active member of the Mukilteo Chamber of Commerce.

    Contact:
    Kevin Plumacher, Owner, LeBlanc Floors and Interiors
    425-776-6974

    LinkedIn:
    https://www.linkedin.com/in/kevin-plumacher-3a347b11/
    Instagram:
    leblanc_floors_and_interiors
    Websites:
    https://www.leblancfloors.com/

    Other Mentions:
    Sno-Isle Tech Skills Center: https://snoisletech.com/

    South Seattle College Wood Technology Center: https://
    woodtech.seattlecentral.edu/

    Movie: "Mr. Blandings Builds His Dream House" (1948) starring
    Cary Grant, Myrna Loy, Melvin Douglas and Louise Beavers.


    We trust our conversations will help you acquire more knowledge, become even more curious about the gifts that are in and all around us, while supporting you to reach new heights as we grow together.

    Subscribe and listen to podcast EWM INSIGHTS - where we celebrate HUMAN CAPITAL.

    EWM Insights is available on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://
    elliswealthmanagement.net/podcasts/

    Above all, through EWM INSIGHTS we want to encourage you to INVEST IN WHAT YOU LOVE!®

    Feel free to share this episode with those in your circle who are on a similar path of learning.

    • 37 min
    A Holiday Message with Pecan Pie, Chocolate Chips, and Tarts!

    A Holiday Message with Pecan Pie, Chocolate Chips, and Tarts!

    EWM INSIGHTS HOLIDAY CHRISTMAS MESSAGE 2023
    In this podcast Monica Rodgers and Michael Gilbraith, Service Team Leads for Ellis Wealth Management join Paul to share their thoughts, and a Special Holiday Christmas Message!
    Wherever you are this season, we wish you and yours a very Merry Christmas, and a New Year filled with blessings!
    Thank you for the opportunity to serve and share with you throughout this year - and we look forward to continuing our relationship in the years to come!

    Subscribe and listen to podcast EWM INSIGHTS - where we celebrate HUMAN CAPITAL.

    We hope our conversations will help you acquire more knowledge, become even more curious about the gifts that are in and all around us, while supporting you to reach new heights as we grow together.

    EWM Insights is available on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/


    Above all, through EWM INSIGHTS we want to encourage you to:

    INVEST IN WHAT YOU LOVE!®

    • 4 min
    You Make A Life By What You Give!

    You Make A Life By What You Give!

    ⚜️❤️ The Family Wealth Series !! 
    IT IS WITH GREAT PLEASURE THAT WE CONTINUE:
    THE FAMILY WEALTH PODCAST SERIES.
    With with Special Guests James A. Bergeron, J.D. and Brian Bere.
    It’s been said:
    “It’s Not How Much You Make, It’s How Much You Keep”
    Join me and my colleagues, James A. Bergeron, J.D. and Brian Bere at Nuveen Investments, for a podcast series that focuses sharing important Family Wealth Management information that is designed to help you, and your family, become stronger and more independent. 
    Jim is an attorney and Advisor Education Consultant in the Global Learning and Development group where he and the team focus on developing and delivering intellectual capital designed to help wealth management firms and advisory practices evolve - and enhance their relationships with clients.
    Jim is a graduate of Augsburg University in Minneapolis with degrees in Economics and Political Science and later received his Law Degree from Vanderbilt University in Nashville, TN. Jim currently serves on theNorthern Regional Council for the American Cancer Society.
    Brian is an Internal Advisor Consultant with Nuveen, and a graduate of Miami University.
    Ellis Wealth Management and our friends at Nuveen want you to grow and keep all that you have worked for - in Finances and in Life! 
    Session 6: "We Make a Life By What We Give!"
    SESSION 6 TOPICS:
    What We Have LearnedLast Minute Objective PlanningPutting it All Together !
    Get Ready as we continue our focus on the greatest investment of all
    - Human Capital and The Family!
    “Invest in What You Love!”® ❤️⚜️
    -----------------------------------
    Feel free to share this message with those in your circle who are on a similar path of learning. 
    Session # 5 can be heard here:
    https://player.captivate.fm/episode/174f6759-7f38-45a4-955e-df3eedbc6723
    Session # 5 Topics include:
    The Legal LadderPlanning for 2024 and Beyond Putting Your Signature to Your Legacy Thankfulness for a Life Invested 
    We hope our conversations will help you acquire more knowledge, become even more curious about the gifts that are in and all around us, while supporting you to reach new heights as we grow together.
    You can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/
    Above all, through EWM INSIGHTS we want to encourage you to:
    INVEST IN WHAT YOU LOVE!®

    • 28 min
    Putting Your Signature to Your Legacy

    Putting Your Signature to Your Legacy

    Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL!
    EWM INSIGHTS - Family Wealth Series with special Special Guests James Bergeron, J.D., and Brian Beré
    I am pleased to announce that my friends at Nuveen Investments are joining us for a series sharing very important Financial and Wealth Management information that is sure to help your family become stronger and more independent. 
    The Family Wealth Series is focused on Financial Literacy and Family Wealth Education designed to provide you with insight AND practical action steps to help you navigate vital, yet complex, areas , and family values that are truly important to your long term success! 
    I am joined by my colleagues James A. Bergeron, J.D. and Brian Bere.
    Jim is an Advisor Education Consultant in the Global Learning and Development group where he and the team focus on developing and delivering intellectual capital designed to help wealth management firms and advisory practices evolve - and enhance their relationships with clients.
    And Brian is an Internal Advisor Consultant with Nuveen.
    It has been said:
    " It is not how much you make - it is how much you keep." 
    This pertains not only to assets one has accumulated , but to knowledge as well.

    Ellis Wealth Management and our friends at Nuveen want you to grow and keep all that you have worked for - in finances and in Life! 

    So get ready as we continue our focus on the greatest investment of all - Human Capital and The Family- as we continue to encourage you - and share with you practical advice - to Invest In What You Love !! 

    Episode 5:
     "Putting Your Signature to Your Legacy" 

    SESSION 5 TOPICS:
    The Legal LadderPlanning for 2024 and Beyond Putting Your Signature to Your Legacy Thankfulness for a Life Invested 


    Get Ready as we continue our focus on the greatest investment of all
    - Human Capital and The Family!


    “Invest in What You Love!”® ❤️⚜️

    Additional Resources Below:

    -----------------------------------

    Feel free to share this message with those in your circle who are on a similar path of learning. 


    Previous Session #4 Preparing The Family to Succeed into Wealth 
    Can be heard here:
    https://player.captivate.fm/episode/cae7b20f-4612-4865-b6a4-b8162f0e07db

    We hope our conversations will help you acquire more knowledge, become even more curious about the gifts that are in and all around us, while supporting you to reach new heights as we grow together.

    You can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/

    Above all, through EWM INSIGHTS we want to encourage you to:
    INVEST IN WHAT YOU LOVE!®


    Additional Resources: Research Links 
    Family Wealth Series 10 Questions Journal 
    Nuveen, Family Wealth Education Curriculum 


    Martindale-Hubble Database of Legal Professionals : www.martindale.com

    The American College of Trust and Estate Councel: ACTEC.ORG

    • 27 min
    EWM Insights with Cy Aleman - First Down and a Lifetime to Go!

    EWM Insights with Cy Aleman - First Down and a Lifetime to Go!

    Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL!
    In this edition podcast we sit down with Cy Aleman.
    EWM INSIGHTS with special Special Guest Cy Aleman, CFP®
    In this episode of Insights CY Aleman is our guest.
    We discuss Cy's unique journey from being Second Team Pac-10 All Academic WR for the Oregon Ducks to eventually being part of the electrifying team that ranked the #2 team in in College Football, to today leading a winning financial support team for Amundi Asset Management that spans the Northwest, Alaska, Montana and Idaho assisting Independent financial advisors and Bank Groups. 

    As a Senior Vice President at for Amundi Asset Management, Cy is responsible for establishing and maintaining relationships with financial professionals and helping grow their practice. 
     Cy's has a passion for helping his clients with both business and personal development, creating high level engagements that are on the cutting edge of the industry standard. 

    What Cy enjoys the most about his work is building long-term authentic relationships with the outstanding professionals in his territory and helping them break through to new levels of excellence. 

    "I also have a passion for finding an edge… Standing on the edge and feeling the fear and working through it. It’s the only place I have been able to find true growth in my life." 
    -Cy Aleman

    Topics Covered:
    First Down and a Lifetime to Go Not Making the Cut Breaking Through The Value of Mentorship I Am Enough 

    Note: This is personal life story discussion, and NOT an offer to purchase or sell insurance or investment products. 

    It is Ellis Wealth Management’s expressed position that investments should be understood and discussed with an accredited financial professional before purchase. Past performance is not indicative of future performance. Investments can loose value which includes risk to principle



    Additional Resources: 
    Ellis Wealth Management
    Paul Ellis: 425-405-7720
    email: paul.Ellis@elliswealthmanagement.net 

    Cy Aleman, CFP
    Email: cy.aleman@amundi.com

    Feel free to share this episode with those in your circle who are on a similar path of learning.
    We hope our conversations will help you acquire more knowledge, become even more curious about the gifts that are in and all around us, while supporting you to reach new heights as we grow together.
    You can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/

    Above all, through EWM INSIGHTS we want to encourage you to:
    INVEST IN WHAT YOU LOVE!®

    -----------------------------------

    • 35 min
    Preparing The Family to Succeed Well into Wealth

    Preparing The Family to Succeed Well into Wealth

    ⚜️❤️ The Family Wealth Series !! 
    IT IS WITH GREAT PLEASURE THAT WE CONTINUE:
    THE FAMILY WEALTH PODCAST SERIES.
    With with Special Guests James A. Bergeron, J.D. and Brian Beré.
    It’s been said:
    “It’s Not How Much You Make, It’s How Much You Keep”
    Join me and my colleagues, James A. Bergeron, J.D. and Brian Bere at Nuveen Investments, for a podcast series that focuses sharing important Family Wealth Management information that is designed to help you, and your family, become stronger and more independent. 
    Jim is an attorney and Advisor Education Consultant in the Global Learning and Development group where he and the team focus on developing and delivering intellectual capital designed to help wealth management firms and advisory practices evolve - and enhance their relationships with clients.

    Jim is a graduate of Augsburg University in Minneapolis with degrees in Economics and Political Science and later received his Law Degree from Vanderbilt University in Nashville, TN. Jim currently serves on theNorthern Regional Council for the American Cancer Society.

    Brian is an Internal Advisor Consultant with Nuveen, and a graduate of Miami University.

    Ellis Wealth Management and our friends at Nuveen want you to grow and keep all that you have worked for - in Finances and in Life! 

    SESSION 4 TOPICS:
    Preparing The Family to Succeed "Well Into The Wealth"Connecting Education to Life's ApplicationFinancial IntelligenceIntentional IntelligenceStewardship and Wealth Education Using the 10 QuestionsPractical Steps and Action Items !

    Get Ready as we continue our focus on the greatest investment of all
    - Human Capital and The Family!


    “Invest in What You Love!”® ❤️⚜️

    -----------------------------------

    Feel free to share this message with those in your circle who are on a similar path of learning. 
    The Previous Session #3 can be heard here: https://player.captivate.fm/episode/95564775-0e80-4a64-8154-c3f649e7518f


    Previous Session # 3 Topics include:
    Creating the Family Value CompassThe Family Value StatementHow to Construct GovernanceThe Path to Legacy10 Questions


    We hope our conversations will help you acquire more knowledge, become even more curious about the gifts that are in and all around us, while supporting you to reach new heights as we grow together.

    You can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/

    Above all, through EWM INSIGHTS we want to encourage you to:
    INVEST IN WHAT YOU LOVE!®

    • 36 min

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