The Stream

James Werner
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Brought to you by Silicon Hills Wealth, The Stream is a mini pod for timely updates and alerts, planning ideas and concepts, and short previews of our longer form content. Hosted on Acast. See acast.com/privacy for more information.

集數

  1. 2023/05/29

    Return Stacking

    This week's episode of The Stream highlights our conversation with Corey Hoffstein. Listen to the whole conversation here: Voice From the Hills. - Corey Hoffstein is co-founder and Chief Investment Officer of Newfound Research. Investing at the intersection of quantitative and behavioral finance, Newfound Research is dedicated to helping clients achieve their long-term goals with research-driven, quantitatively-managed portfolios, while simultaneously acknowledging that the quality of the journey is just as important as the destination. At Newfound, Corey is responsible for portfolio management, investment research, strategy development, and communication of the firm’s views to clients. Corey is a frequent speaker on industry panels and contributes to ETF.com, ETF Trends, and Forbes.com’s Great Speculations blog. He was named a 2014 ETF All Star by ETF.com. Corey holds a Master of Science in Computational Finance from Carnegie Mellon University and a Bachelor of Science in Computer Science, cum laude, from Cornell University. - James Werner is a Certified Financial Planner™ professional with over 25 years’ experience in wealth management and personal financial planning. James takes a special interest in areas where finance intersects with daily life. “Being included in the important financial decisions our clients face and helping them navigate those decisions is extremely rewarding,” James says. “I’m thankful to work in an industry that allows me to solve problems, develop strong personal relationships, and share my experience.” James graduated from The University of Texas with a degree in Business Administration in Finance and Economics. He acts as an advisor to the UT Planned Giving Council, serves on the Advanced Planning Steering Committee for eMoney Advisor, and speaks frequently on philanthropic planning. - Learn more about Silicon Hills Wealth Management here. Silicon Hills Wealth Management is a financial planning and wealth management firm based in Austin, Texas. We provide exceptionally personalized financial planning services, specially designed to impact people’s lives for the better at every level, for a world truly invested. - Follow on social: Twitter | Instagram | LinkedIn | Alexa Skill | Client FAQs Hosted on Acast. See acast.com/privacy for more information.

  2. 2023/05/15

    Leverage

    This week's episode of The Stream highlights our conversation with Corey Hoffstein. Listen to the whole conversation here: Voice From the Hills. - Corey Hoffstein is co-founder and Chief Investment Officer of Newfound Research. Investing at the intersection of quantitative and behavioral finance, Newfound Research is dedicated to helping clients achieve their long-term goals with research-driven, quantitatively-managed portfolios, while simultaneously acknowledging that the quality of the journey is just as important as the destination. At Newfound, Corey is responsible for portfolio management, investment research, strategy development, and communication of the firm’s views to clients. Corey is a frequent speaker on industry panels and contributes to ETF.com, ETF Trends, and Forbes.com’s Great Speculations blog. He was named a 2014 ETF All Star by ETF.com. Corey holds a Master of Science in Computational Finance from Carnegie Mellon University and a Bachelor of Science in Computer Science, cum laude, from Cornell University. - James Werner is a Certified Financial Planner™ professional with over 25 years’ experience in wealth management and personal financial planning. James takes a special interest in areas where finance intersects with daily life. “Being included in the important financial decisions our clients face and helping them navigate those decisions is extremely rewarding,” James says. “I’m thankful to work in an industry that allows me to solve problems, develop strong personal relationships, and share my experience.” James graduated from The University of Texas with a degree in Business Administration in Finance and Economics. He acts as an advisor to the UT Planned Giving Council, serves on the Advanced Planning Steering Committee for eMoney Advisor, and speaks frequently on philanthropic planning. - Learn more about Silicon Hills Wealth Management here. Silicon Hills Wealth Management is a financial planning and wealth management firm based in Austin, Texas. We provide exceptionally personalized financial planning services, specially designed to impact people’s lives for the better at every level, for a world truly invested. - Follow on social: Twitter | Instagram | LinkedIn | Alexa Skill | Client FAQs Hosted on Acast. See acast.com/privacy for more information.

  3. 2023/04/19

    Sabbatical Planning Part 2

    This week's episode of The Stream highlights our conversation with Jake Northrup. Listen to the whole conversation here: Voice From the Hills. - Jake Northrup is the founder of Experience Your Wealth, LLC. They provide virtual, fee-only financial planning services to travel-loving young families who don't buy into the traditional "9-5, work-until-you're-65" concept. They help find the responsible balance between paying down debt, investing for the future, but also experiencing life now. They're shaking up the financial planning industry by bringing modern, life-centered financial planning advice and personal CFO-level service to their clients. They are completely remote, paperless and meet clients over Zoom with frequent guest appearances from kids, dogs, cats and whatever fun animals that may be around your home. When he's not wearing his financial planner hat, you can find him traveling around the world with his wife. Some of their favorite trips include include Antarctica, Singapore, Thailand, Vietnam, Egypt, Iceland, Croatia and Greece. - James Werner is a Certified Financial Planner™ professional with over 25 years’ experience in wealth management and personal financial planning. James takes a special interest in areas where finance intersects with daily life. “Being included in the important financial decisions our clients face and helping them navigate those decisions is extremely rewarding,” James says. “I’m thankful to work in an industry that allows me to solve problems, develop strong personal relationships, and share my experience.” James graduated from The University of Texas with a degree in Business Administration in Finance and Economics. He acts as an advisor to the UT Planned Giving Council, serves on the Advanced Planning Steering Committee for eMoney Advisor, and speaks frequently on philanthropic planning. - Learn more about Silicon Hills Wealth Management here. Silicon Hills Wealth Management is a financial planning and wealth management firm based in Austin, Texas. We provide exceptionally personalized financial planning services, specially designed to impact people’s lives for the better at every level, for a world truly invested. - Follow on social: Twitter | Instagram | LinkedIn | Alexa Skill | Client FAQs Hosted on Acast. See acast.com/privacy for more information.

  4. 2023/03/20

    Sabbatical Planning Part 1

    This week's episode of The Stream highlights our conversation with Jake Northrup. Listen to the whole conversation here: Voice From the Hills. - Jake Northrup is the founder of Experience Your Wealth, LLC. They provide virtual, fee-only financial planning services to travel-loving young families who don't buy into the traditional "9-5, work-until-you're-65" concept. They help find the responsible balance between paying down debt, investing for the future, but also experiencing life now. They're shaking up the financial planning industry by bringing modern, life-centered financial planning advice and personal CFO-level service to their clients. They are completely remote, paperless and meet clients over Zoom with frequent guest appearances from kids, dogs, cats and whatever fun animals that may be around your home. When he's not wearing his financial planner hat, you can find him traveling around the world with his wife. Some of their favorite trips include include Antarctica, Singapore, Thailand, Vietnam, Egypt, Iceland, Croatia and Greece. - James Werner is a Certified Financial Planner™ professional with over 25 years’ experience in wealth management and personal financial planning. James takes a special interest in areas where finance intersects with daily life. “Being included in the important financial decisions our clients face and helping them navigate those decisions is extremely rewarding,” James says. “I’m thankful to work in an industry that allows me to solve problems, develop strong personal relationships, and share my experience.” James graduated from The University of Texas with a degree in Business Administration in Finance and Economics. He acts as an advisor to the UT Planned Giving Council, serves on the Advanced Planning Steering Committee for eMoney Advisor, and speaks frequently on philanthropic planning. - Learn more about Silicon Hills Wealth Management here. Silicon Hills Wealth Management is a financial planning and wealth management firm based in Austin, Texas. We provide exceptionally personalized financial planning services, specially designed to impact people’s lives for the better at every level, for a world truly invested. - Follow on social: Twitter | Instagram | LinkedIn | Alexa Skill | Client FAQs Hosted on Acast. See acast.com/privacy for more information.

  5. 2023/03/01

    Tax Friendly States Part 3: Pension Income

    Learn how state tax laws can impact your retirement planning, including the coordination of pensions and retirement distributions. Tune in now to make informed decisions for your financial future. - James Werner is a Certified Financial Planner™ professional with over 25 years’ experience in wealth management and personal financial planning. James takes a special interest in areas where finance intersects with daily life. “Being included in the important financial decisions our clients face and helping them navigate those decisions is extremely rewarding,” James says. “I’m thankful to work in an industry that allows me to solve problems, develop strong personal relationships, and share my experience.” James graduated from The University of Texas with a degree in Business Administration in Finance and Economics. He acts as an advisor to the UT Planned Giving Council, serves on the Advanced Planning Steering Committee for eMoney Advisor, and speaks frequently on philanthropic planning. - Learn more about Silicon Hills Wealth Management here. Silicon Hills Wealth Management is a financial planning and wealth management firm based in Austin, Texas. We provide exceptionally personalized financial planning services, specially designed to impact people’s lives for the better at every level, for a world truly invested. - Follow on social: Twitter | Instagram | LinkedIn | Alexa Skill | Client FAQs Hosted on Acast. See acast.com/privacy for more information.

  6. 2023/02/15

    Tax Friendly States Part 2: Social Security

    There are many states with favorable tax exemptions and limitations on income streams that specifically matter to retirees. On this episode of THE STREAM, we are going to highlight one in particular: Social Security. - James Werner is a Certified Financial Planner™ professional with over 25 years’ experience in wealth management and personal financial planning. James takes a special interest in areas where finance intersects with daily life. “Being included in the important financial decisions our clients face and helping them navigate those decisions is extremely rewarding,” James says. “I’m thankful to work in an industry that allows me to solve problems, develop strong personal relationships, and share my experience.” James graduated from The University of Texas with a degree in Business Administration in Finance and Economics. He acts as an advisor to the UT Planned Giving Council, serves on the Advanced Planning Steering Committee for eMoney Advisor, and speaks frequently on philanthropic planning. - Learn more about Silicon Hills Wealth Management here. Silicon Hills Wealth Management is a financial planning and wealth management firm based in Austin, Texas. We provide exceptionally personalized financial planning services, specially designed to impact people’s lives for the better at every level, for a world truly invested. - Follow on social: Twitter | Instagram | LinkedIn | Alexa Skill | Client FAQs Hosted on Acast. See acast.com/privacy for more information.

  7. 2023/02/01

    Tax Friendly States Part 1

    Follow us here for more Silicon Hills Wealth content! - James Werner is a Certified Financial Planner™ professional with over 25 years’ experience in wealth management and personal financial planning. James takes a special interest in areas where finance intersects with daily life. “Being included in the important financial decisions our clients face and helping them navigate those decisions is extremely rewarding,” James says. “I’m thankful to work in an industry that allows me to solve problems, develop strong personal relationships, and share my experience.” James graduated from The University of Texas with a degree in Business Administration in Finance and Economics. He acts as an advisor to the UT Planned Giving Council, serves on the Advanced Planning Steering Committee for eMoney Advisor, and speaks frequently on philanthropic planning. - Learn more about Silicon Hills Wealth Management here. Silicon Hills Wealth Management is a financial planning and wealth management firm based in Austin, Texas. We provide exceptionally personalized financial planning services, specially designed to impact people’s lives for the better at every level, for a world truly invested. - Follow us on socials and thank you for your continued support! Hosted on Acast. See acast.com/privacy for more information.

  8. 2023/01/18

    Charitable Remainder Trust

    James Werner is a Certified Financial Planner™ professional with over 25 years’ experience in wealth management and personal financial planning. James takes a special interest in areas where finance intersects with daily life. “Being included in the important financial decisions our clients face and helping them navigate those decisions is extremely rewarding,” James says. “I’m thankful to work in an industry that allows me to solve problems, develop strong personal relationships, and share my experience.” James graduated from The University of Texas with a degree in Business Administration in Finance and Economics. He acts as an advisor to the UT Planned Giving Council, serves on the Advanced Planning Steering Committee for eMoney Advisor, and speaks frequently on philanthropic planning. - Learn more about Silicon Hills Wealth Management here. Silicon Hills Wealth Management is a financial planning and wealth management firm based in Austin, Texas. We provide exceptionally personalized financial planning services, specially designed to impact people’s lives for the better at every level, for a world truly invested. - Follow us on socials and thank you for your continued support! Hosted on Acast. See acast.com/privacy for more information.

  9. 2023/01/04

    Secure Act 2.0

    Follow Silicon Hills Wealth for more! - James Werner is a Certified Financial Planner™ professional with over 25 years’ experience in wealth management and personal financial planning. James takes a special interest in areas where finance intersects with daily life. “Being included in the important financial decisions our clients face and helping them navigate those decisions is extremely rewarding,” James says. “I’m thankful to work in an industry that allows me to solve problems, develop strong personal relationships, and share my experience.” James graduated from The University of Texas with a degree in Business Administration in Finance and Economics. He acts as an advisor to the UT Planned Giving Council, serves on the Advanced Planning Steering Committee for eMoney Advisor, and speaks frequently on philanthropic planning. - Learn more about Silicon Hills Wealth Management here. Silicon Hills Wealth Management is a financial planning and wealth management firm based in Austin, Texas. We provide exceptionally personalized financial planning services, specially designed to impact people’s lives for the better at every level, for a world truly invested. - Follow us on socials and thank you for your continued support! Hosted on Acast. See acast.com/privacy for more information.

  10. 2022/12/28

    Charitable Gift Annuities

    James Werner is a Certified Financial Planner™ professional with over 25 years’ experience in wealth management and personal financial planning. James takes a special interest in areas where finance intersects with daily life. “Being included in the important financial decisions our clients face and helping them navigate those decisions is extremely rewarding,” James says. “I’m thankful to work in an industry that allows me to solve problems, develop strong personal relationships, and share my experience.” James graduated from The University of Texas with a degree in Business Administration in Finance and Economics. He acts as an advisor to the UT Planned Giving Council, serves on the Advanced Planning Steering Committee for eMoney Advisor, and speaks frequently on philanthropic planning. - Learn more about Silicon Hills Wealth Management here. Silicon Hills Wealth Management is a financial planning and wealth management firm based in Austin, Texas. We provide exceptionally personalized financial planning services, specially designed to impact people’s lives for the better at every level, for a world truly invested. - Follow us on socials and thank you for your continued support! Hosted on Acast. See acast.com/privacy for more information.

  11. 2022/12/14

    A Gift for Giving

    James Werner is a Certified Financial Planner™ professional with over 25 years’ experience in wealth management and personal financial planning. James takes a special interest in areas where finance intersects with daily life. “Being included in the important financial decisions our clients face and helping them navigate those decisions is extremely rewarding,” James says. “I’m thankful to work in an industry that allows me to solve problems, develop strong personal relationships, and share my experience.” James graduated from The University of Texas with a degree in Business Administration in Finance and Economics. He acts as an advisor to the UT Planned Giving Council, serves on the Advanced Planning Steering Committee for eMoney Advisor, and speaks frequently on philanthropic planning. - Learn more about Silicon Hills Wealth Management here. Silicon Hills Wealth Management is a financial planning and wealth management firm based in Austin, Texas. We provide exceptionally personalized financial planning services, specially designed to impact people’s lives for the better at every level, for a world truly invested. - Follow us on socials and thank you for your continued support! Hosted on Acast. See acast.com/privacy for more information.

  • 共 11 集

簡介

Brought to you by Silicon Hills Wealth, The Stream is a mini pod for timely updates and alerts, planning ideas and concepts, and short previews of our longer form content. Hosted on Acast. See acast.com/privacy for more information.

資訊

  • 創作者
    James Werner
  • 活躍年代
    2022年 - 2023年
  • 集數
    11
  • 年齡分級
    兒少適宜
  • 版權
    © James Werner
  • 節目網站
    The Stream