The Trade-Off

Sarian Strategic Partners
  • 5.0 (10)
  • INVESTING

Personal Comprehensive Wealth. A podcast hosted by Sarian Strategic Partners, based in the Greater Philadelphia Area. hightoweradviors.com/sarian Twitter: @SarianStrategic Facebook: @SarianStrategicPartners LinkedIn: @SarianStrategicPartners Sarian Strategic Partners is a group of investment professionals registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC.

  1. 03/04/2022

    Episode 27 - Student Loan Freeze

    On December 22nd, 2021, President Biden announced that the federal freeze on student loan repayments and interest accumulation would continue through May 1st, 2022. We’ve seen several student loan moratorium extensions since it was enacted in March 2020. It is unclear if additional postponements are to be anticipated, but the White House has suggested this could be the final deferral. Regardless, we’ve received several inquiries from clients with student debt around how they should be thinking about this unique period and what they can be doing to take advantage of the break.

    11 min

  2. 11/23/2021

    Episode 26 - Business School (Featuring Collin Wright) Part 2

    Collin Wright, MBA Candidate at The Wharton School, is back on this episode of The Trade-Off to check in on this grad school journey and shares his internship experience at Dick's Sporting Goods. For more information, email us at ssp@hightoweradvisors.com Follow us on Twitter @SarianStrategic Follow us on Facebook, LinkedIn, Instagram @SarianStrategicPartners

    35 min

  3. 09/23/2021

    Episode 25- Mike Carlson

    Midwest native and professional athlete, Mike Carlson joins The Trade-Off to share his story of playing basketball for the majority of his life and how he's worked to get to where he is today playing professionally over the past seven years. Mike currently plays in the Netherlands' BXNT League for Heroes Den Bosch and formerly was in Spain's ACB league (Acunsa GBC). Check out Mike on Instagram & Twitter: @mikeykaz05 For more information, email us at ssp@hightoweradvisors.com or visit our website: sarian.hightoweradvisors.com Follow us on Twitter @SarianStrategic Follow us on Facebook, LinkedIn, Instagram @SarianStrategicPartners Subscribe to The Trade-Off on Apple Podcasts Follow The Trade-Off on Spotify

    1h 15m

  4. 08/03/2021

    Episode 24 - Exploring a Career as a Financial Advisor

    Brooke Levey, CFP® Financial Advisor & Director of Client Services at LCK Wealth Management joins this episode to discuss her career journey of becoming a financial advisor. Brooke shares valuable insight on what she has learned from past experiences as well as what a typical day can look like as a financial advisor. For more information, email us at ssp@hightoweradvisors.com or visit our website: sarian.hightoweradvisors.com Follow us on Twitter @SarianStrategic Follow us on Facebook, LinkedIn, Instagram @SarianStrategicPartners Subscribe to The Trade-Off on Apple Podcasts Follow The Trade-Off on Spotify

    32 min

  5. 06/08/2021

    Episode 23 - The Enneagram

    On this episode, Ray Baraldi and Morgan Buswell are joined by Jamie Ziegler, founder of JZ Coaching, Consulting Partner with Focus Consulting Group to discuss The Enneagram. The Enneagram is a useful guide on your journey towards self-development, relationship building, conflict resolution, and the improvement of team dynamics. Listen as Jamie breaks down the nine Enneagram types, tips to identify each type, and how to achieve the highest level of self-mastery. To learn more about The Enneagram (https://www.enneagraminstitute.com/type-descriptions) To learn more about Jamie Ziegler & JZ Coaching (http://www.jzacoaching.com/) "The Art of The Enneagram" by Ginger Lapid-Bogda, PhD (https://theenneagraminbusiness.com/product/the-art-of-the-enneagram/) For more information, email us at ssp@hightoweradvisors.com or visit our website: sarian.hightoweradvisors.com Follow us on Twitter @SarianStrategic Follow us on Facebook, LinkedIn, Instagram @SarianStrategicPartners Subscribe to The Trade-Off on Apple Podcasts Follow The Trade-Off on Spotify

    49 min

  6. 05/04/2021

    Episode 22 - Wedding Season

    "WEDDING SZN." On this episode, Ray Baraldi & Morgan Buswell are joined by sisters, Tori Jackson & Emily Zander who share their experiences on getting married, planning for "the big day" and ironically tying the knot within months of each other. The group also shares stories about past weddings they've attended or have been a part of and ultimately how weddings can easily become an entire season. Listen for planning and budgeting tips! For more information, email us at ssp@hightoweradvisors.com or visit our website: sarian.hightoweradvisors.com Follow us on Twitter @SarianStrategic Follow us on Facebook, LinkedIn, Instagram @SarianStrategicPartners Subscribe to The Trade-Off on Apple Podcasts Follow The Trade-off on Spotify

    38 min

  7. 04/20/2021

    Episode 21 - Pursuing a Career in Higher Education

    Katie Piazza, Director of Administration & Finance at Penn's Institute of Immunology joins this episode of The Trade-Off to discuss her background and path to a career in higher education. For more information, email us at ssp@hightoweradvisors.com or visit our website: sarian.hightoweradvisors.com Follow us on Twitter @SarianStrategic Follow us on Facebook, LinkedIn, Instagram @SarianStrategicPartners Subscribe to The Trade-Off on Apple Podcasts Follow The Trade-off on Spotify

    29 min

  8. 03/31/2021

    Episode 20 - Cryptocurrency: Fad or Forever?

    Matt Hougan, CIO at Bitwise Asset Managment shares a brief history of digital currencies, what he and his team are closely observing, and the outlook for digital currency as an asset class. For more information, email us at ssp@hightoweradvisors.com or visit our website: sarian.hightoweradvisors.com Follow us on Twitter @SarianStrategic Follow us on Facebook, LinkedIn, Instagram @SarianStrategicPartners Subscribe to The Trade-Off on Apple Podcasts Follow The Trade-off on Spotify

    42 min
See All (27)

5
out of 5
10 Ratings

About

Personal Comprehensive Wealth. A podcast hosted by Sarian Strategic Partners, based in the Greater Philadelphia Area. hightoweradviors.com/sarian Twitter: @SarianStrategic Facebook: @SarianStrategicPartners LinkedIn: @SarianStrategicPartners Sarian Strategic Partners is a group of investment professionals registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC.

Information

  • Creator
    Sarian Strategic Partners
  • Years Active
    2020 - 2022
  • Episodes
    27
  • Rating
    Clean
  • Copyright
    © Copyright Sarian Strategic Partners
  • Show Website
    The Trade-Off