Best Concenture Wealth Management Podcasts (2025)

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Should You Retire at Age 59.5? 29:18

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4d ago29:18

29:18

Retirement isn’t a date on a calendar; it’s a series of evolving stages. Robert Gilliland & Karen Heider walk through the three phases of retirement (Freedom, Stability, and Legacy) and the financial strategies that keep you confident at every step. They share ways to: Maximize your Freedom Years (late 50s to early 60s) with smart withdrawal strate…

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5 Signs You’re Doing Well Financially 14:30

2M ago14:30

14:30

In this episode of Wealth Strategies Unleashed, Robert Gilliland & Karen Heider break down 5 often-overlooked signs that show you’re in a strong financial position, even if it doesn’t feel like it yet. This episode is all about knowing where you stand, and realizing you might be in a better place than you think. Whether you’re in your peak earning …

1
The 4 Levels of Retirement 21:53

2M ago21:53

21:53

Retirement is a series of stages. In this episode of Wealth Strategies Unleashed, Robert Gilliland & Karen Heider cover what separates each of the 4 levels, and what you can do to level up no matter where you’re starting from. This episode walks through the four “levels” of retirement, and how to move from one to the next. Let’s blend practical fin…

1
3 Myths About Retirement 16:38

2M ago16:38

16:38

In this episode, Robert Gilliland & Karen Heider tackle 3 of the biggest retirement myths, and share 5 practical steps you can take to retire when you want to, with the confidence that you’re financially ready. From the false idea of a “magic number,” to the “just one more year” trap, to comparing your lifestyle with others, this conversation blend…

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The Wealth Killer No One Talks About 13:07

3M ago13:07

13:07

Bad investments get a lot of attention. But the truth is, it’s usually the smaller, everyday financial mistakes that quietly cost people far more over time. In this episode, Robert Gilliland is joined by Concenture Wealth Management’s Chief Investment Officer, Mike Alexander, to talk about how misinformation, myths, and simple inaction can quietly …

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Proof You Can Buy Time 22:13

4M ago22:13

22:13

Robert Gilliland is joined by Concenture Wealth Management’s Chief Investment Officer, Mike Alexander, to explore two powerful concepts: the time value of money and the money value of time—and how mastering both can help you buy back more of your life. This episode blends financial strategy with practical life balance. The goal? Make smarter choice…

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7 Things To Avoid In Your 50s & 60s 16:30

4M ago16:30

16:30

Robert Gilliland & Karen Heider share lessons drawn from client conversations about the 3-legged stool of life (time, health, and wealth) and why you rarely have all at once. From redefining work-life balance to making smarter spending decisions, this episode blends practical financial planning with the deeper, non-financial factors that drive fulf…

1
What Time Of Year Should You Retire? 18:35

5M ago18:35

18:35

The best time to retire is personal, but choosing your date with intention can have a major impact on your finances, healthcare, and emotional well-being. In this episode of Wealth Strategies Unleashed, Robert Gilliland & Karen Heider unpack the often-overlooked ways that timing your retirement can help you make the most of your first year and beyo…

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Is Bitcoin Like the Early Internet? (ft. Mary Ann Bartels) 18:37

5M ago18:37

18:37

Cryptocurrency isn’t just about Bitcoin anymore. In this episode of Wealth Strategies Unleashed, Robert Gilliland & Sanctuary Wealth’s Chief Investment Strategist Mary-Ann Bartels break down the differences between Bitcoin, Ethereum, Solana, XRP, and why understanding their purpose is key before investing. From the early days of the internet to the…

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Here's What The Happiest Retirees Do 11:37

6M ago11:37

11:37

This episode of Wealth Strategies Unleashed is all about enhancing your retirement lifestyle beyond the spreadsheets. Robert Gilliland and Karen Heider dive into the often-overlooked choices that make life richer, healthier, and more fun once you’ve stopped working. They share practical ideas to help you: Build an emergency fund that protects your …

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The Most Common Regrets I Hear From Retirees 16:28

6M ago16:28

16:28

Robert Gilliland and Karen Heider unpack the 5 biggest non-financial retirement regrets, from losing social connections to making lifestyle changes that limit freedom. They explore how to avoid these pitfalls by planning for the “what’s next” well before your last day at work. They share actionable ways to: Create a clear plan for post-retirement p…

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Value vs. Growth Stocks: Which Is For You? (ft. Mike Alexander) 18:04

6M ago18:04

18:04

Robert Gilliland, CRPC™ and Mike Alexander, CIMA® explain what you need to know about the differences between growth and value stocks and investing. The information contained herein is intended to be used for educational purposes only and is not exhaustive. Diversification and/or any strategy that may be discussed does not guarantee against investm…

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Where is Crypto & Blockchain Leading Us? (ft. Mary Ann Bartels) 37:15

7M ago37:15

37:15

Robert Gilliland, CRPC™ & Wall Street Legend Mary Ann Bartels dive into the future of cryptocurrency and blockchain in 2025. They explore the evolving landscape of digital finance, the security and functionality of blockchain, and the generational divide in crypto adoption. The information contained herein is intended to be used for educational pur…

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The Way You Invest is Shifting (ft. Adam Malamed) 20:48

7M ago20:48

20:48

Join Robert Gilliland, CRPC™ & Adam Malamed, CEO of Sanctuary Wealth, as they explore the shifts and advancements in the wealth management industry. Adam shares his 30-year experience in wealth management, emphasizing the importance of the independent space & discusses the impact of AI on client interactions, the democratization of the family offic…

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Wealth Management is Changing? (ft. Adam Malamed) 22:07

7M ago22:07

22:07

Robert Gilliland & Adam Malamed, CEO of Sanctuary Wealth, explore the future of modern wealth management. They discuss how AI is reshaping the industry, the democratization of family office services, and the increasing importance of client-centric strategies. The information contained herein is intended to be used for educational purposes only and …

1
Can You Save Too Much for Retirement? 14:07

7M ago14:07

14:07

Robert Gilliland and Mike Alexander tackle the question: Can you save too much for retirement? Hear crucial discussions about balancing your nest egg, the impact of inflation and healthcare costs has on you, and the importance of continuous financial planning. The information contained herein is intended to be used for educational purposes only and…

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Can You Live Big on a Small Budget? 17:03

7M ago17:03

17:03

Discover how to enjoy a luxurious lifestyle without overspending through smart planning, budgeting strategies, and leveraging technology with Robert Gilliland, CRPC™, and Karen Heider, CRPC™, CDFA®. The information contained herein is intended to be used for educational purposes only and is not exhaustive. Diversification and/or any strategy that m…

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Warning Signs in the Markets? (ft. Mary Ann Bartels) 34:49

8M ago34:49

34:49

This week, we’re joined once again by Mary Ann Bartels, Chief Investment Strategist at Sanctuary Wealth and Wall Street legend. Mary Ann & Robert Gilliland dive into the key risks and challenges facing the markets in 2025, including inflation pressures, tariff impacts, and national deficit concerns. Mary Ann's LinkedIn: https://www.linkedin.com/in/…

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Wall Street Legend on Preparing for 2025 Markets (ft. Mary Ann Bartels) 41:50

8M ago41:50

41:50

This week we welcome Mary Ann Bartels, Chief Investment Strategist at Sanctuary Wealth & recipient of the 2024 Wealth Management Industry Award for RIA Thought Leader of the Year. She'll discuss her economic outlook for 2025, emphasizing the impacts of Fed rate cuts, strong earnings, and advances in technology. Frequently seen on MSNBC, Bloomberg &…

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Debunking the 4% Rule 26:24

8M ago26:24

26:24

Join Senior Advisors Robert Gilliland and Karen Heider on the limitations of the traditional 4% rule for retirement planning. Learn why it may not be sufficient in today's financial landscape due to factors like inflation and market volatility. The information contained herein is intended to be used for educational purposes only and is not exhausti…

1
Use These Financial Goals For 2025 19:00

8M ago19:00

19:00

Our senior advisors Robert Gilliland and Karen Heider cover essential financial planning tips to kickstart 2025. Learn how to review and adjust your financial goals, manage retirement contributions, and organize your tax situation. Get insights for evaluating your investment portfolio, assessing risks, and updating estate plans. The information con…

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How to Stick to Financial New Year's Resolutions | Ep. 17 16:06

9M ago16:06

16:06

Ben LeBoeuf and Callen Campbell help you celebrate the new year with strategies to help you stick to your financial New Year's resolutions for 2025. Learn the importance of reviewing your past financial successes and failures, setting SMART goals, and how to stay accountable. They'll share actionable steps to set and achieve your financial goals, w…

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Holiday Secrets to Financial Freedom 22:34

9M ago22:34

22:34

Welcome to a specially festive episode of Wealth Strategies Unleashed with Robert Gilliland & Karen Heider discussing tax-free gifting limits, 529 plans, securing a family legacy, and ways to teach financial literacy to the next generation. The information contained herein is intended to be used for educational purposes only and is not exhaustive. …

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Know the Risk to Maximize Your Reward: Investing for 2025 21:00

9M ago21:00

21:00

Our senior advisors Karen Heider and Mike Alexander discuss key investment strategies to manage risk and reward going into 2025. Learn how about diversification, dollar cost averaging, and rebalancing portfolios to prepare for economic uncertainties. The information contained herein is intended to be used for educational purposes only and is not ex…

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Tax-Efficient Strategies Can Save Money? 18:01

10M ago18:01

18:01

Robert Gilliland and Mike Alexander cover key tax strategies to tackle before year-end. They’ll walk you through important topics like HSAs, FSAs, 401k contributions, RMDs, charitable giving, donor-advised funds, and tax-loss harvesting. Plus, they’ll explore the perks of 529 plans, Roth conversions, and investment options such as ETFs and municipa…

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Why Gratitude Leads to Financial Success 19:20

10M ago19:20

19:20

Robert Gilliland and Karen Heider explore how practicing gratitude can transform long-term financial decisions. Sharing personal stories — like the journey of saving for a house and the joy of achieving that goal — they highlight how gratitude not only inspires a sense of accomplishment but also encourages generosity and builds financial resilience…

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Market Trends After Trump's Election Win? 24:20

10M ago24:20

24:20

Robert Gilliland and Mike Alexander analyze the impact of the recent election on various market sectors. They discuss the performance of financials, energy, consumer discretionary, healthcare, and other sectors in light of the election results. The information contained herein is intended to be used for educational purposes only and is not exhausti…

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What's The Post-Election Financial Outlook? 27:04

10M ago27:04

27:04

Concenture's senior advisors Robert Gilliland & Karen Heider explore the financial impact of the recent election. They'll discuss potential economic shifts, tax policy changes, regulatory updates, and future market strategies. Key topics include how lower taxes, trade negotiations, regulatory trends, and energy sector shifts might affect the econom…

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What To Do If You Get Extra Cash 18:02

11M ago18:02

18:02

Discover why treating yourself like a “bill” and maintaining discipline is essential for financial freedom. In this episode of Wealth Strategies Unleashed, let's discuss how to manage unexpected windfalls like bonuses, inheritances, or raises. From paying down high-interest debt to boosting emergency funds, and making wise investments for retiremen…

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What Trump Or Harris Could Mean 29:01

11M ago29:01

29:01

This week our advisors take a close look at the upcoming election and its potential impact on your finances and the markets. Each candidate brings different policies that could have significant effects on investments, savings, and the broader financial landscape. Let's analyze the stances of each candidate and how their proposed policies could infl…

1
Common Personal Finance Regrets 21:34

11M ago21:34

21:34

Ever felt a gut feeling about a financial decision? Or maybe you've been tempted by a hot stock tip because everyone else was doing it? In this episode, we're talking about how our emotions can play a big role in our money moves. From fear and greed to confidence and doubt, we'll explore why these feelings can lead us astray. We'll share real stori…

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How to See Market Volatility Coming 20:09

11M ago20:09

20:09

We're back with Concenture CIO Mike Alexander! This week we're covering how you can learn to recognize market trends & properly react to market volatility. The information contained herein is intended to be used for educational purposes only and is not exhaustive. Diversification and/or any strategy that may be discussed does not guarantee against …

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Market Metrics to Track Yourself 17:15

11M ago17:15

17:15

Chief Investment Officer Mike Alexander returns to talk with Managing Director Robert Gilliland about the metrics of the markets & the key points they look at when it comes to both investing & financial planning! The information contained herein is intended to be used for educational purposes only and is not exhaustive. Diversification and/or any s…

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Fall Market Outlook: Trends & Insights 17:15

12M ago17:15

17:15

This week we have Concenture's Chief Investment Officer Mike Alexander in our NEW studio to discuss key trends, economic factors, and investment opportunities shaping the financial landscape as we gear up for the year's final months. The information contained herein is intended to be used for educational purposes only and is not exhaustive. Diversi…

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Long-Term Investing in a Short-Term World 19:05

12M ago19:05

19:05

In today’s episode, we're talking about what it really takes to succeed as a long-term investor—especially in a world that’s always pushing for quick decisions and instant results. With markets constantly shifting and headlines telling us to react now, it’s easy to get distracted by short-term noise. But if your goal is to build lasting wealth, lon…

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Building A Financial Fantasy Team: The Key Roles Involved 32:27

12M ago32:27

32:27

Let's talk about your fantasy team! Discover how to assemble the perfect team of experts to help you achieve your financial goals. Whether you're a beginner or a seasoned investor, having the right support system is essential. Learn about the key roles to consider, how to find the best professionals, and why a strong financial team can make a signi…

1
Follow These Steps For Estate Planning 20:03

1y ago20:03

20:03

Planning for the future is more than just managing your finances—it's about ensuring your loved ones are protected and your wishes are honored. In this episode, we break down everything you need to know about safeguarding your assets and creating a legacy that lasts. The information contained herein is intended to be used for educational purposes o…

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Market Trends for the Rest of 2024 26:18

1y ago26:18

26:18

The Wealth Strategies Unleashed podcast returns with episode 49! Listen to Concenture's Managing Director Robert Gilliland & Senior Advisor Karen Heider take you through the key trends that will shape personal finances through the rest of 2024. New Wealth Strategies Unleashed episodes release weekly! Don't miss the chance to unlock your financial p…

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Risk Management || Wealth Strategies Unleashed Podcast EP48 16:11

1+ y ago16:11

16:11

Welcome back to another episode of Wealth Strategies Unleashed with Concenture Wealth Management, where we bring financial education and insights directly to you! Thank you for tuning into Wealth Strategies Unleashed. We can't wait to share more wealth management tips and strategies with you in the next episode. Until then, keep pushing towards you…

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Charitable Contributions || Wealth Strategies Unleashed Podcast EP47 12:44

1+ y ago12:44

12:44

Welcome back to another episode of Wealth Strategies Unleashed with Concenture Wealth Management, where we bring financial education and insights directly to you! Thank you for tuning into Wealth Strategies Unleashed. We can't wait to share more wealth management tips and strategies with you in the next episode. Until then, keep pushing towards you…

1
Client Relationship Expectations || Wealth Strategies Unleashed Podcast EP46 15:27

1+ y ago15:27

15:27

Welcome back to another episode of Wealth Strategies Unleashed with Concenture Wealth Management, where we bring financial education and insights directly to you! Thank you for tuning into Wealth Strategies Unleashed. We can't wait to share more wealth management tips and strategies with you in the next episode. Until then, keep pushing towards you…

1
Retirement Income Strategies || Wealth Strategies Unleashed Podcast EP045 12:09

1+ y ago12:09

12:09

Welcome back to another episode of Wealth Strategies Unleashed with Concenture Wealth Management, where we bring financial education and insights directly to you! Thank you for tuning into Wealth Strategies Unleashed. We can't wait to share more wealth management tips and strategies with you in the next episode. Until then, keep pushing towards you…

1
Simplify Your Financial Life || Wealth Strategies Unleashed Podcast Episode 044 15:06

1+ y ago15:06

15:06

Welcome back to another episode of Wealth Strategies Unleashed with Concenture Wealth Management, where we bring financial education and insights directly to you! Thank you for tuning into Wealth Strategies Unleashed. We can't wait to share more wealth management tips and strategies with you in the next episode. Until then, keep pushing towards you…

1
Recovering From Financial Setbacks || Wealth Strategies Unleashed Podcast EP043 14:09

1+ y ago14:09

14:09

Welcome back to another episode of Wealth Strategies Unleashed with Concenture Wealth Management, where we bring financial education and insights directly to you! Thank you for tuning into Wealth Strategies Unleashed. We can't wait to share more wealth management tips and strategies with you in the next episode. Until then, keep pushing towards you…

1
Saving For College || Wealth Strategies Unleashed Podcast EP042 15:23

1+ y ago15:23

15:23

Welcome back to another episode of Wealth Strategies Unleashed with Concenture Wealth Management, where we bring financial education and insights directly to you! Thank you for tuning into Wealth Strategies Unleashed. We can't wait to share more wealth management tips and strategies with you in the next episode. Until then, keep pushing towards you…

1
Is the Economy Still Strong? w/ Troy Gayeski || Wealth Strategies Unleashed Podcast 21:07

1+ y ago21:07

21:07

Welcome back to another episode of Wealth Strategies Unleashed with Concenture Wealth Management, where we bring financial education and insights directly to you! Thank you for tuning into Wealth Strategies Unleashed. We can't wait to share more wealth management tips and strategies with you in the next episode. Until then, keep pushing towards you…

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The Secrets of a Heart-Healthy Life w/ Dr. Gina Pritchard || Wealth Strategies Unleashed Podcast 24:49

1+ y ago24:49

24:49

Welcome back to another episode of Wealth Strategies Unleashed with Concenture Wealth Management, where we bring financial education and insights directly to you! Thank you for tuning into Wealth Strategies Unleashed. We can't wait to share more wealth management tips and strategies with you in the next episode. Until then, keep pushing towards you…

1
Protecting Your Greatest Asset...Your Health w/ Dr. Gina Pritchard || Wealth Strategies Unleashed 35:49

1+ y ago35:49

35:49

Welcome back to another episode of Wealth Strategies Unleashed with Concenture Wealth Management, where we bring financial education and insights directly to you! Thank you for tuning into Wealth Strategies Unleashed. We can't wait to share more wealth management tips and strategies with you in the next episode. Until then, keep pushing towards you…

1
Private Equity: Mitigating Volatility w/ Troy Gayeski || Wealth Strategies Unleashed EP038 26:41

1+ y ago26:41

26:41

Welcome back to another episode of Wealth Strategies Unleashed with Concenture Wealth Management, where we bring financial education and insights directly to you! Thank you for tuning into Wealth Strategies Unleashed. We can't wait to share more wealth management tips and strategies with you in the next episode. Until then, keep pushing towards you…

1
Market Outlook & Investment Strategies w/ Troy Gayeski || Wealth Strategies Unleashed EP037 22:37

1+ y ago22:37

22:37

Welcome back to another episode of Wealth Strategies Unleashed with Concenture Wealth Management, where we bring financial education and insights directly to you! Thank you for tuning into Wealth Strategies Unleashed. We can't wait to share more wealth management tips and strategies with you in the next episode. Until then, keep pushing towards you…