Investing Advice Round Table: Conversations with the Industry

Elise Levy, Holly Henry and Larry Elovitz
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Our intention as three financial advisors, with three unique perspectives, is to provide relevant information, to people looking to further their education on investing. But what we realized is we don’t have all the answers! And all of us know a lot of smart people that have their own information to share. So, we thought, let’s get these people on a podcast with us, and we can share what they’ve learned during the course of their careers with you, our listeners. Featuring: Elise Levy, Holly Henry and Larry Elovitz Websites: lwpreno.com, rivervalleywm.com and investwithredwood.com

Episodes

  1. 05/18/2023

    Season One Finale: Wrapping Up

    On this episode of our podcast, we skipped the guest and instead choose to interview each other. Listen as we discuss the highs and the lows of starting your own financial podcast, your favorite highlights from this season's guests and more insight into being a financial advisor in this modern world. And don't worry, we are gearing up for season 2 as we speak! Stay tuned...

  2. 04/17/2023

    Jeff Parren: So You're Turning 65 and Thinking About Medicare

    On this episode of our podcast, we sat down and talked to Independent Insurance Broker, Jeff Parren of Agents Brokerage Parren Associates. Jeff has worked in the insurance industry since 2000. His focus has been life and health insurance for individuals, families and small group employers but he also works with disability income products, and long term care. Jeff is your go-to guy when it comes to all questions Medicare. This is a great episode for people nearing 65 who have questions about the different options available to them and how to go about finding useful resources.  . . . Disclosure: Jeff Parren and Agents Brokerage Parren Associates are not affiliated with or endorsed by LPL Financial, Legacy Wealth Planning, River Valley Wealth Management or Redwood Financial Group.

  3. 03/24/2023

    Brittany Roberts: So, You're Buying A House

    On this episode of our podcast, we got to talk to Real Estate Agent, Brittany Roberts of Select Realty. Before her career in real estate, Brittany spent over 15 years of experience in drafting residential construction plans, space planning, remodels, home staging, kitchen and bathroom design, website design, advertising, and marketing. She is now able to use all those skills in a profession she is truly passionate about. This is a great episode for first time home buyers or people looking to start accumulating several investment properties. Brittany provides great insights and advice to all.  . . . Disclosure: Brittany Roberts and Select Realty are not affiliated with or endorsed by LPL Financial, Legacy Wealth Planning, River Valley Wealth Management or Redwood Financial Group.

  4. 02/24/2023

    Meghan Kizer: Everything You Need to Know About Taxes!

    Listen to our new episode, where sit down with Meghan Kizer, Enrolled Agent and owner of Amethyst Financial Services. Meghan has a strong background in accounting and finance through small business and corporate positions. As a federally authorized tax preparer, she is focused on continuing education and keeping up to date on tax law changes to provide the most accurate tax advice possible, as well as creating accounting systems/processes to make it easier for small business owners to focus on running their business. Our conversation with Meghan is a great resource individuals and business owners alike, who want to expand their knowledge on tax filing and get some great tips for next years filing process.  . . . Disclosure: Meghan Kizer and Amethyst Financial Services are not affiliated with or endorsed by LPL Financial, Legacy Wealth Planning, River Valley Wealth Management or Redwood Financial Group.

  5. 01/25/2023

    Morgan Wilson: Athlete to Advisor

    Listen to our new episode, where sit down with Morgan Wilson, an LPL register Financial Advisor with Cornerstone Financial Strategies, LLC. We discuss how he transitioned from a professional baseball player to a financial advisor, and how he uses that competitive background to his advantage.  . . . Disclosure: Morgan Wilson is an LPL associated advisor. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

  6. 12/14/2022

    Annie Myers: Helping Regular People Build Wealth

    Listen to our latest episode, where we got to sit down with Annie Myer, an LPL register Financial Advisor with Feldmeyer Financial. Annie shared with us why she considers it an advantage to be a female advisor in a mostly male-dominated field, as she helps her clientele build multi-generational wealth. We also had some fun learning how she utilizes the board game Monopoly to teach some valuable investing lessons to her two young sons and she filled us in on their favorite stock picks. . . . Disclosure: Annie Myers is an LPL associated advisor. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

    Annie Myers: Helping Regular People Build Wealth

  7. 11/28/2022

    Tim Cleveland: What It Means To Be a Financial Advisor

    Join us as we talk with Tim Cleveland, a LPL registered Financial Advisor with 14 years of experience and leadership in the financial industry. In this episode we discuss how much the industry has changed during the course of his career and how he was able to apply previous skills as a business owner to financial advising. We also discuss his insights for people considering starting to work with a financial advisor, and what that process looks likes.  . . . Disclosure: Tim Cleveland is an LPL associated advisor. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

    Tim Cleveland: What It Means To Be a Financial Advisor

  8. Season 1 Trailer

    Welcome to Investing Advice Round Table: Conversations with the Industry

    Join us this season for informational and inspiring conversations as we navigate a variety of topics surrounding financial investing and wealth planning. Each episode will feature a new guest and a new topic and plenty of knowledge and encouragement for our listeners.

    Welcome to Investing Advice Round Table: Conversations with the Industry
  • 1 Trailer
    7 Episodes

Trailer

About

Our intention as three financial advisors, with three unique perspectives, is to provide relevant information, to people looking to further their education on investing. But what we realized is we don’t have all the answers! And all of us know a lot of smart people that have their own information to share. So, we thought, let’s get these people on a podcast with us, and we can share what they’ve learned during the course of their careers with you, our listeners. Featuring: Elise Levy, Holly Henry and Larry Elovitz Websites: lwpreno.com, rivervalleywm.com and investwithredwood.com

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