The Sojourn Wealth Management Podcast

Sojourn Wealth Management
  • 5.0 (10)
  • Investing

Discussions about money as you go through life; you’ll never walk alone. Please like and subscribe! Want to get to know the team? Visit their website at http://www.sojournwealthmanagement.com to get in touch today.

  1. May 22

    Episode 25: Estate Planning

    In this episode of the Sojourn Wealth Management Podcast, the team discusses estate planning and how it relates to a financial plan.

    11 min

  2. May 1

    Episode 24: Investment Basics - Investment Strategies

    In this episode of the Sojourn Wealth Management Podcast, the team discusses a few investment strategies. For related content, see episode 13, 14, and 23.

    17 min

  3. Apr 10

    Episode 23: Investment Basics - Asset Allocation

    In this episode of the Sojourn Wealth Management podcast, Jeff, Corey, and Andrew spend some time discussing the topic of asset allocation.

    12 min

  4. Mar 20

    Episode 22: Investment Basics - Fees

    In this episode, Jeff and Andrew discuss the varying fee structures and overall costs associated with financial planning.

    14 min

  5. Feb 20

    Episode 21: Investment Basics - Debt Management

    In this episode, Andrew, Corey, and Jeff discuss strategies to navigate debt, optimize cash flow, and ultimately increase net worth.

    23 min

  6. Jan 30

    Episode 20: New Year Outlook and Goals

    Listen in to this special episode of the Sojourn Wealth Management podcast as Corey, Andrew, and Jeff discuss what's in store for 2026.

    32 min

  7. Jan 9

    Episode 19: Investment Basics - Alternatives

    In this episode of the Sojourn Wealth Management Podcast, Andrew, Corey, and Jeff discuss the evolving landscape of alternative investing and how to strategically incorporate these asset classes into your financial plan.

    30 min

  8. 12/19/2025

    Episode 18: Investment Basics - Life Insurance

    In this episode of the Sojourn Wealth Management podcast, Corey, Andrew and Jeff discuss the importance of leveraging life insurance to manage risk.

    22 min
See All (25)

Ratings & Reviews

5
out of 5
10 Ratings

About

Discussions about money as you go through life; you’ll never walk alone. Please like and subscribe! Want to get to know the team? Visit their website at http://www.sojournwealthmanagement.com to get in touch today.

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