Wealth Advocates

Patrick Jenkins and John Mickelson - Wealth Enhancement Group

Your wealth shouldn’t feel complicated. We believe you deserve to understand what’s happening with your money and why. We’re here to be your advocate, bringing clarity to the conversations and decisions that shape your financial life. From investments and retirement to taxes and estate planning, we break down complex topics, connect the pieces, and help you see the bigger picture.

Episodes

  1. 4d ago

    WEG Stars: Behind the Scenes of Insurance Planning

    The people behind the scenes at Wealth Enhancement Group make advisors better, and the new "WEG Stars" series on the Wealth Advocates podcast starts with one of them. Hosts Patrick Jenkins and John Mickelson sit down with Joe Guy, Director of Insurance, to show how his team supports advisors and the clients they serve. Joe's team has three insurance specialists and three annuity specialists. They cover life, disability and long-term care insurance planning, plus annuities. Advisors can send a client statement and get back an executive summary. They can also have the team run quotes, review policies, or join client meetings. Joe explains how the team looks at existing policies first and tries to fix them before replacing anything. You'll also hear why the reason clients buy insurance is often different from the reason they keep it, how insurance fits alongside the investment, income, tax and estate plan, and why disability coverage deserves attention.

  2. 4d ago

    Business Builders: Warrior Rising with Jason Van Camp

    Business Builders is a new Wealth Advocates series that spotlights business owners and founders and what it takes to build a business. Jason Van Camp, founder and executive director of the nonprofit Warrior Rising, joins host Patrick to explain how conversations with fellow veterans after a 2015 event led him to start the organization. He walks through its free programs for veterans and their families, including the Business Shower pitch event on November 18-19 in Salt Lake City, where veterans pitch for grants. Learn more at warriorrising.org.

  3. Oct 28

    WEG Stars: Behind the Scenes of Advanced Planning

    Financial planning often involves more than investments. In this episode, Patrick Jenkins and John Mickelsen sit down with Tenielle Shalman, Director of Advanced Planning, for a behind-the-scenes look at the specialists who help Wealth Enhancement advisors navigate the details of a comprehensive financial plan.From tax and estate planning to retirement income, charitable giving, special needs planning and more, Tenielle shares how the Advanced Planning team works alongside advisors and other trusted professionals to help connect the different pieces of a client’s financial life.See how collaboration, specialized expertise and attention to the details can help turn a complex financial picture into a more coordinated plan.

  4. Sep 16

    Utah Economic Update with Robert Spendlove

    Utah continues to be one of the nation's strongest‐performing economies, but challenges such as inflation, housing affordability, interest rates, and rapid technological change are creating an increasingly complex environment. In this episode, we sit down with economist Robert Spendlove for an insightful conversation about the trends shaping Utah's economy today. From consumer spending and employment growth to housing costs, energy prices, and the impact of artificial intelligence, Robert provides valuable perspective on both the opportunities and challenges ahead.

  5. Sep 9

    The Next Chapter: Wealth Enhancement

    In this episode, Patrick Jenkins and John Mickelson share the story behind their transition to Wealth Enhancement Group. They discuss how the move provides access to enhanced planning tools, deeper expertise, and a more integrated approach to financial planning, while preserving the personal service and client-focused relationships that have always been at the heart of their practice.

  6. Sep 9

    Wills, Trusts, and Estate Planning

    What happens to your money, property, and loved ones when you're gone? Patrick Jenkins and John Mickelson explain the basics of estate planning, including wills, trusts, powers of attorney, and beneficiary designations. Learn how proper planning can help your family avoid probate, reduce stress, and carry out your wishes with confidence.

  7. Sep 9

    Expert Perspectives: Tax Planning with Kirk Eck

    What can your tax return teach you? Patrick Jenkins, John Mickelson, and Kirk Ek of CMP Accounting discuss tax planning, Roth conversions, capital gains, deductions, and why meeting with your CPA before year end can make a significant difference in your financial plan.

  8. Sep 9

    A Closer Look at the Current Market Landscape

    With markets reaching new highs, many investors are wondering if a correction is around the corner. Patrick Jenkins and John Mickelson discuss what history can teach us about market cycles, why staying invested often beats trying to time the market, and how to build a portfolio that can weather uncertainty. Whether you're feeling confident or nervous about the market, this episode shares practical strategies to help you stay on track.

  9. Sep 9

    Expert Insights: Business Banking with Craig Maughan

    What makes a business successful? Patrick Jenkins and John Mickelson sit down with Craig Maughan, Vice President at Cache Valley Bank, to talk about the habits of successful business owners, common mistakes to avoid, what banks look for in a business, and how to create a company that can grow and thrive for years to come.

  10. Sep 8

    The Risks That Can Impact Your Legacy

    In this episode, we cover: • Longevity risk is increasing. With people living longer than ever, retirement can last 30 years or more. A successful retirement plan focuses not only on investment performance but also on ensuring assets can support a longer lifespan. • Inflation remains a significant challenge. Even moderate inflation can substantially reduce purchasing power over time, making it important to incorporate growth strategies that help retirement savings keep pace with rising costs. • Healthcare expenses can impact retirement savings. From insurance premiums and Medicare supplements to long-term care needs, healthcare costs are often one of the largest and most underestimated retirement expenses. • Social Security remains a key consideration. While the future of Social Security continues to be debated, retirees should understand how potential changes could affect their long-term income strategy. • A coordinated financial plan makes a difference. Aligning your investment, income, tax, and estate plans can help address uncertainties and provide a framework for adapting to life's changes. The key takeaway: Retirement success is about more than investment returns. A comprehensive financial plan can help you navigate longevity, inflation, healthcare, and other challenges while staying on track toward your goals.

  • 10 Episodes

About

Your wealth shouldn’t feel complicated. We believe you deserve to understand what’s happening with your money and why. We’re here to be your advocate, bringing clarity to the conversations and decisions that shape your financial life. From investments and retirement to taxes and estate planning, we break down complex topics, connect the pieces, and help you see the bigger picture.

Information

  • Creator
    Patrick Jenkins and John Mickelson - Wealth Enhancement Group
  • Years Active
    2026
  • Episodes
    10
  • Rating
    Clean
  • Copyright
    © Patrick Jenkins and John Mickelson - Wealth Enhancement Group
  • Show Website
    Wealth Advocates