34 episodes

Xerxes L. Nabong is a Registered Representative offering securities through United Planners Financial Services of America - member FINRA & SIPC. Wealth Avenue™ and Reservoir Financial and United Planners are not affiliated.Advisory Services offered through United Planners Financial Services of America.

The Money Maps Podcast with Xerxes Wealth Avenue™

    • Business
    • 5.0 • 7 Ratings

Xerxes L. Nabong is a Registered Representative offering securities through United Planners Financial Services of America - member FINRA & SIPC. Wealth Avenue™ and Reservoir Financial and United Planners are not affiliated.Advisory Services offered through United Planners Financial Services of America.

    Episode 34: Estate Planning Basics

    Episode 34: Estate Planning Basics

    Joining me in this episode is Libby Banks with The Law Office of Libby Banks. A noted attorney, Libby focuses exclusively on estate planning, probate, and trust administration. We go over the basics of estate planning: what it is, the importance of having a durable and medical power of attorney, why one should create a will, the process and costs of probate, beneficiary designations on investment accounts and life insurance policies, when having a trust may be appropriate, guardianship and conservatorship for children, and triggers and life events as to when to update your estate plan.

    • 37 min
    Episode 33: Year End Money Moves

    Episode 33: Year End Money Moves

    With just a few months of 2021 left, it’s time to get your finances in order. While it’s ideal for you to maximize your financial health throughout the year, some things are left for us to catch up on. In this episode, I share moves you should consider making to help you get the most out of your money.

    • 8 min
    Episode 32: Totally random… But did you know?

    Episode 32: Totally random… But did you know?

    In this episode, I share random facts and tidbits from Invesco’s presentation titled Compelling Wealth Management Conversations. Random facts from their research provide some broad philosophical and historical perspective to diffuse fears and perceptions about investing. I share things that involve long-term investing to comparisons of the 1950's and 60’s to today and even touch on the longest documented living person to live on this earth.

    • 9 min
    Episode 31: Capital Markets Observations and Insights With Alger

    Episode 31: Capital Markets Observations and Insights With Alger

    Joining me in the episode is Brad Neumann of investment firm, Alger, where we discuss Alger’s observations and insights in the capital markets. We discuss Alger’s favoritism to investing in growth equity over fixed income in the long-term, sector considerations with the grand reopening of the world, their view of investing overseas, the Internet of Things transforming the world we are experiencing with innovation, and how this innovation has created investment opportunities to consider.

    • 27 min
    Episode 30: Mid-Year Financial Well-Being Checkup

    Episode 30: Mid-Year Financial Well-Being Checkup

    While most of us have been rushing to move past the dismal year of 2020, time certainly has
    flown and we’re more than halfway through 2021. Now is a good time to do a mid-year financial well-being checkup as you prepare to enjoy the rest of summer.

    • 7 min
    Episode 29: Managing The Risk Of Everyday Life

    Episode 29: Managing The Risk Of Everyday Life

    In this episode, I have a conversation with Shawn Fischer with the Fischer Insurance Agency of State Farm. We talk about the risks of everyday life – car accidents, unexpected events that happen in, at, and to our homes, premature death, even protecting your personal treasures. Shawn educates us on the importance of having the right property and casualty insurance coverage to protect you from the unexpected.

    • 43 min

Customer Reviews

5.0 out of 5
7 Ratings

7 Ratings

Gilbert Golfer ,

Learning

Thanks for all the valuable advice n guidance! You’ve really helped me a lot with all this information n I’m still learning! Really enjoy hearing ur podcast, thx u!!!!

boom inside the ear ,

Excellent!

This is a good listen — I’ve already learned and taken the opportunity to put some of these into practice. Thanks and well done! 👏🏽

Prideofmidtown78 ,

Trust worthy friend

I’ve know Xerxes for quite some time and even though I don’t talk with him on the regular I consider him a great and close friend. I worked at Best Buy when X came as a new employee; I had the privilege of helping train X during his time with Best Buy and later on he in turned trained me. I was excited to run across this podcast as it has re opened my eyes on setting myself up to be more financially successful now and more importantly in the future. Hope everyone enjoys this podcast as much as I have. I look forward to future episodes.

-Scott Martin
Chesapeake VA

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