47 episodes

Jesse Cramer and Gabe Chodak lead entertaining interviews with experts from financial planning and investment management.

The Trusted Partner Podcast Cobblestone Capital Advisors

    • Business
    • 4.4 • 5 Ratings

Jesse Cramer and Gabe Chodak lead entertaining interviews with experts from financial planning and investment management.

    Should Couples Combine Their Finances? | E47

    Should Couples Combine Their Finances? | E47

    Jesse and Gabe sit down with Allison Schraf, a Senior Wealth Planner at Cobblestone Capital Advisors, to discuss the pros and cons of couples (whether married or not) combining their finances. Topics include:
     
    - the importance of communication, transparency, and compromise. 
     
    - practical advice on creating a household budget, allocating expenses, and managing joint finances.
     
    - the importance of updating beneficiaries and life insurance coverage after marriage, and updating personal property coverages. 
     
    - the need to periodically review and update these arrangements to ensure they align with changing financial needs and circumstances.
     

    Information presented in this podcast is not intended to be nor should be construed as individualized investment advice.
     

    All content is of a general nature and solely for educational, informational and illustrative purposes.
     

    Investments in securities are not insured, protected or guaranteed and may result in loss of income and/or principal.
     

    Opinions of unaffiliated third-parties may not represent those of Cobblestone Capital Advisors or its employees.

    • 37 min
    Smart Golf = Smart Wealth Management - E46

    Smart Golf = Smart Wealth Management - E46

    Jesse and Gabe meet at the 9th green at 9 for a chat about golf and wealth management, and the varied similarities between the two. Both are exercises in:
     
    - Seeking reward while managing risk
     
    - Striving to reach your own personal goals, ignoring the outside noise
     
    - Planning for what's next and looking ahead 
     
    - Occasionally hitting it the sand - but focusing on a smart recovery
     
    - Seeking guidance for experts who walked the course before
     
    - And much more
     

    Information presented in this podcast is not intended to be nor should be construed as individualized investment advice.
     

    All content is of a general nature and solely for educational, informational and illustrative purposes.
     

    Investments in securities are not insured, protected or guaranteed and may result in loss of income and/or principal.
     

    Opinions of unaffiliated third-parties may not represent those of Cobblestone Capital Advisors or its employees.

    • 31 min
    Investing in Commodities: Is it Fool's Gold?

    Investing in Commodities: Is it Fool's Gold?

    Jesse and Gabe are joined by Charlie Ruff, Cobblestone's Head of Investment Strategy & Communications, to discuss commodities investing: the good, bad, and ugly. Specifically, the three discuss: 
     
    - what are the different "genres" of commodities? 
     
    - why does the commodities market exist? 
     
    - is it worth considering commodities in a diversified portfolio? 
     
    - do you have to *own* the physical commodities themselves? 
     
    - and much more
     

    Information presented in this podcast is not intended to be nor should be construed as individualized investment advice.
     

    All content is of a general nature and solely for educational, informational and illustrative purposes.
     

    Investments in securities are not insured, protected or guaranteed and may result in loss of income and/or principal.
     

    Opinions of unaffiliated third-parties may not represent those of Cobblestone Capital Advisors or its employees.

    • 30 min
    Should You Own International Stocks? - E44

    Should You Own International Stocks? - E44

    Jesse and Gabe are joined by Jordan Millner, Cobblestone's Head of Global Equities, to discuss the merits of international stocks within a diversified portfolio. They answer questions such as:
     
    - Do international stocks traditionally outperform U.S. stocks, or vice versa?
     
    - Why can't multinational corporations (e.g. Apple) be considered "international investing?"
     
    - What are generally accepted international allocations?
     
    - What are the various risks of investing in international markets?
     
    - What's the difference between "International" and "Emerging" markets? 
     
    - And more...
     

    Information presented in this podcast is not intended to be nor should be construed as individualized investment advice.
     

    All content is of a general nature and solely for educational, informational and illustrative purposes.
     

    Investments in securities are not insured, protected or guaranteed and may result in loss of income and/or principal.
     

    Opinions of unaffiliated third-parties may not represent those of Cobblestone Capital Advisors or its employees.

    • 34 min
    $100,000 Per Year?! Let's Talk 529 Plans

    $100,000 Per Year?! Let's Talk 529 Plans

    Jesse and Gabe go deep on the topic of 529 plans today, helping their listeners understand this fundamental tool in saving for college. Their conversation covers: 
     
    - The basics of 529 plans
     
    - The major benefits, such as tax-free investment growth
     
    - The downsides, like illiquidity and penalties for certain withdrawals 
     
    - The nuance of the recently publicized "529 to Roth" conversion
     
    - How to balance 529s into your overall financial plan
     
    - and much more
     

    Information presented in this podcast is not intended to be nor should be construed as individualized investment advice.
     

    All content is of a general nature and solely for educational, informational and illustrative purposes.
     

    Investments in securities are not insured, protected or guaranteed and may result in loss of income and/or principal.
     

    Opinions of unaffiliated third-parties may not represent those of Cobblestone Capital Advisors or its employees.

    • 36 min
    Running the Rochester Red Wings - E42

    Running the Rochester Red Wings - E42

    Charlie Ruff and Jesse Cramer (sorry Gabe!) sit down with Dan Mason, the General Manager of the Rochester Red Wings, to talk all things Minor League Baseball. Their conversation covers: 
     
    - The Red Wings' new "bat dog," Bruce! 
    - Ball park fun in the minors
    - Interactions between different teams' general managers 
    - The business model of the minors
    - Dan's top Red Wings players ever
    - and much more
     

    Information presented in this podcast is not intended to be nor should be construed as individualized investment advice.
     

    All content is of a general nature and solely for educational, informational and illustrative purposes.
     

    Investments in securities are not insured, protected or guaranteed and may result in loss of income and/or principal.
     

    Opinions of unaffiliated third-parties may not represent those of Cobblestone Capital Advisors or its employees.

    • 37 min

Customer Reviews

4.4 out of 5
5 Ratings

5 Ratings

Top Podcasts In Business

REAL AF with Andy Frisella
Andy Frisella #100to0
Money Rehab with Nicole Lapin
Money News Network
Young and Profiting with Hala Taha
Hala Taha | YAP Media Network
The Money Mondays
Dan Fleyshman
The Ramsey Show
Ramsey Network
NerdWallet's Smart Money Podcast
NerdWallet Personal Finance

You Might Also Like

The Best Interest Podcast
Jesse Cramer
Retirement Starts Today
Benjamin Brandt CFP®, RICP®
Animal Spirits Podcast
The Compound
Planet Money
NPR
Up First
NPR
The Daily
The New York Times