Best Paul Bertrand Ellis Podcasts (2025)

1
Navigating Dynamic Markets and The Importance of The Human Touch: Insights from Torey Pellegrini, CFA 46:33

25d ago46:33

46:33

Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL! In this edition of INSIGHTS we sit down for for a conversation with Torey Pellegrini, CFA, from The London Company, breaking down the basics of market dynamics and investment management. We talk about the key ideas behind making smart investment decisions and why it’s important to keep a …

1
Maximizing Your Wealth: Tax Planning Considerations for 2025 and Beyond 45:35

2M ago45:35

45:35

Welcome to EWM INSIGHTS, where we celebrate HUMAN CAPITAL! In a comprehensive discussion on tax planning in the context of 2025, Paul Ellis, Jim Bergeron, and Graham Foltz engage in a thoughtful exploration of the impending changes to estate and gift taxes, underscoring the necessity for families of substantial wealth to reassess their financial st…

1
Empowering Families Through Financial Education - Advanced Planning Series Trailer 1:21

2M ago1:21

1:21

Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL! Feel free to share this Advanced Planning Series with those in your circle who are on a similar path of learning. Takeaways: Ellis Wealth Management specializes in providing comprehensive financial planning and investment management services. The advanced planning series focuses on impart…

1
Investing in Passion: A Journalists Path to Success with M. Kienan Briscoe 47:38

3M ago47:38

47:38

Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL! In this episode of insights, M. Kienan Briscoe shares his journey from New York to Seattle, and aspiring author to Senior Reporter at the Lynwood Times. Kienan discusses the pivotal moments that led him to pursue a career in journalism, emphasizing the significance of curiosity and the im…

1
Stay Tuned! We've got more on the way! 1:20

3M ago1:20

1:20

Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL! Stay Tuned - More Insights are on the way!! Feel free to share episodes with those in your circle who are on a similar path of learning. We hope our conversations will help you acquire more knowledge, become even more curious about the gifts that are in and all around us, while supporting…

1
Merry Christmas and Happy Holidays: Reflections and Gratitude from Paul and Monica 2:43

5M ago2:43

2:43

As we wrap up 2023, join Paul Ellis and Monica Rogers in a special holiday episode where they express their heartfelt gratitude to you, our valued clients and listeners. Despite the challenges and changes, this year has been filled with new opportunities and blessings - a sentiment beautifully encapsulated by Paul's reference to it as the "Year of …

1
Empowering Change: Gabriella Lino's Journey from Costa Rica to RMG Consulting 32:48

5M ago32:48

32:48

EWM INSIGHTS with special Special Guest Gabriela Lino of RMG Consulting Empowering Change: Gabriella Lino's Journey from Costa Rica to RMG Consulting Welcome to EWM INSIGHTS where we celebrate HUMAN CAPITAL! Join us in this special episode as we sit down with Gabriella Lino, a dynamic entrepreneur and founder of RMG Consulting. Gabriella is revolut…

1
Demystifying Trusts: Understanding Their Role in Estate Planning 43:02

6M ago43:02

43:02

Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL! EWM INSIGHTS Advanced Planning Series with James Bergeron, J.D. I am pleased to announce that my friends at Nuveen Investments are joining us again for an Advanced Planning series sharing very important Financial and Wealth Management information to help your family become stronger and mo…

1
Crisp Mornings and Cozy Evenings; Preparing Your Home for Fall and Winter 25:38

6M ago25:38

25:38

EWM INSIGHTS with Special Guest Jim Tinsley! "Crisp Mornings and Cozy Evenings; Preparing Your Home for Fall and Winter". Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL! In this special episode of EWM Insights, we visit with Jim Tinsley and discuss the transition from summer to fall in our picturesque Pacific Northwest. As the crisp mo…

1
Salon to Sales: Emma's Journey 25:42

7M ago25:42

25:42

EWM INSIGHTS with Special Guest Emma Busig! Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL! In this special episode of EWM Insights, we visit with Emma Busig and discuss her professional journey in the Pacific Northwest with Pacific Office Automation! "Winners figure out how to get it done." In this episode of Insights, we have a heart…

1
From the Stage to Estate: Digital Matters with Special Guest Phillip Nathaniel Freeman 47:22

8M ago47:22

47:22

Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL! EWM INSIGHTS Advanced Planning Series with James Bergeron, J.D. and Special Guest, Phillip Nathaniel Freeman! I am pleased to announce that my friends at Nuveen Investments are joining us again for an Advanced Planning series sharing very important Financial and Wealth Management informat…

1
Queens of the Interior! 30:59

9M ago30:59

30:59

EWM INSIGHTS with special Special Guests Alicia Magnan and Alicia Stach - Ottenstror Welcome to EWM INSIGHTS where we celebrate HUMAN CAPITAL! Are You Ready to turn your home renovation dreams into reality? In this special episode of EWM Insights, we visit with Ashlyn Magnan of Northlight Custom Builders and Alicia Stach - Ottenstror of Alimay Inte…

1
GET READY - The NEW Advanced Planning Series!! 1:21

9M ago1:21

1:21

Join Paul Bertrand Ellis, CIMA® , President and Managing Director of Ellis Wealth Management LLC, as he teams up with James A. Bergeron, J.D., of Nuveen Investments for an Advanced Planning Series. Together they explain financial literacy and family wealth education, providing insights and practical steps to help you navigate complex financial area…

1
The Tests of Japan with Special Guest Peter Boardman 31:14

9M ago31:14

31:14

EWM INSIGHTS with special Special Guest Peter Boardman, Portfolio Manager and Equity Analyst - Nuveen International Value Fund Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL! In this special episode of EWM Insights, we visit again with Peter Boardman, Portfolio Manager and Equity Analyst with Nuveen. We again pull back the curtain and …

1
Karolina Tomaszewska - "I Want To Create Miracles!" 31:36

10M ago31:36

31:36

Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL! In this edition of the podcast we sit down with the incredibly talented pianist, Karolina Tomaszewska. Born in Poland and currently studying in Paris, Karolina has won numerous international piano competitions and has performed at prestigious venues like Carnegie Hall. Karolina recalls be…

1
Elks In Your Community - With Special Guest J. Donovan Smith!! 21:52

11M ago21:52

21:52

Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL! In this episode of INSIGHTs we welcomes JD Smith, the creative mind behind J. Donovan Smith Creative. This episode is a treasure for anyone interested in the intersection of creativity, business, and community service. JD Smith's journey into the world of creative marketing services began…

1
The Investment of Fatherhood - Classic Replay 14:03

11M ago14:03

14:03

Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL! In this special edition podcast we discuss one of the greatest investments a man can make - The Investment of Fatherhood. Originally posted in The Lynnwood Times in June of 2021. We trust this episode will inspire you this father's day weekend and highlight the amazing, and eternal, resul…

1
EWM Insights with Jim Tinsley - Homes, Hotdogs and Packs for Kids! 29:14

12M ago29:14

29:14

Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL! Join us for a heartfelt conversation with Jim Tinsley, a local, seasoned, expert real estate agent - and a real life community hero in Snohomish County, who also serves as the president of the Mukilteo Chamber of Commerce Board of Directors, and is a passionate community advocate. Jim sha…

1
Mother's Day Special Message: "When Mom Was King!" 7:38

12M ago7:38

7:38

Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL! In this episode we share a personal message for Mother's Day! We hope it encourages mother's everywhere, and those attempting to fill the role, with the understanding that no one can take your place, and your love is a powerful force - both now, and for generations to come. Feel free to s…

1
Stay Tuned! We've got More on the Way!! 1:04

1y ago1:04

1:04

Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL! We hope our conversations will help you acquire more knowledge, become even more curious about the gifts that are in and all around us, while supporting you to reach new heights as we grow together. You can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or …

1
Living In Your Design with Special Guest Kevin Plumacher 37:09

1+ y ago37:09

37:09

Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL! In this episode we speak with Kevin Plumacher, Owner of LeBlanc Floors and Interiors in beautiful Mukilteo, Washington! Kevin's love for craftsmanship, history and artistry has guided him through his career and community involvement. Kevin brings over 24 years of his wealth of knowledge a…

1
A Holiday Message with Pecan Pie, Chocolate Chips, and Tarts! 4:13

1+ y ago4:13

4:13

EWM INSIGHTS HOLIDAY CHRISTMAS MESSAGE 2023 In this podcast Monica Rodgers and Michael Gilbraith, Service Team Leads for Ellis Wealth Management join Paul to share their thoughts, and a Special Holiday Christmas Message! Wherever you are this season, we wish you and yours a very Merry Christmas, and a New Year filled with blessings! Thank you for t…

1
You Make A Life By What You Give! 28:39

1+ y ago28:39

28:39

⚜️❤️ The Family Wealth Series !! IT IS WITH GREAT PLEASURE THAT WE CONTINUE: THE FAMILY WEALTH PODCAST SERIES. With with Special Guests James A. Bergeron, J.D. and Brian Bere. It’s been said: “It’s Not How Much You Make, It’s How Much You Keep” Join me and my colleagues, James A. Bergeron, J.D. and Brian Bere at Nuveen Investments, for a podcast se…

1
Putting Your Signature to Your Legacy 27:16

1+ y ago27:16

27:16

Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL! EWM INSIGHTS - Family Wealth Series with special Special Guests James Bergeron, J.D., and Brian Beré I am pleased to announce that my friends at Nuveen Investments are joining us for a series sharing very important Financial and Wealth Management information that is sure to help your fami…

1
EWM Insights with Cy Aleman - First Down and a Lifetime to Go! 35:03

1+ y ago35:03

35:03

Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL! In this edition podcast we sit down with Cy Aleman. EWM INSIGHTS with special Special Guest Cy Aleman, CFP® In this episode of Insights CY Aleman is our guest. We discuss Cy's unique journey from being Second Team Pac-10 All Academic WR for the Oregon Ducks to eventually being part of the…

1
Preparing The Family to Succeed Well into Wealth 36:22

1+ y ago36:22

36:22

⚜️❤️ The Family Wealth Series !! IT IS WITH GREAT PLEASURE THAT WE CONTINUE: THE FAMILY WEALTH PODCAST SERIES. With with Special Guests James A. Bergeron, J.D. and Brian Beré. It’s been said: “It’s Not How Much You Make, It’s How Much You Keep” Join me and my colleagues, James A. Bergeron, J.D. and Brian Bere at Nuveen Investments, for a podcast se…

1
Japan - A Look Behind the Curtain with Special Guest Peter Boardman 41:45

1+ y ago41:45

41:45

EWM INSIGHTS with special Special Guest Peter Boardman, Portfolio Manager and Equity Analyst - Nuveen International Value Fund Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL! In this special episode of EWM Insights, Portfolio Manager and Equity Analyst, Peter Boardman is our guest. We pull back the curtain and let the public listen in …

1
Creating Your Family Compass and GPS to Legacy 41:51

1+ y ago41:51

41:51

⚜️❤️ The Family Wealth Series !! IT IS WITH GREAT PLEASURE THAT WE CONTINUE: THE FAMILY WEALTH PODCAST SERIES. With with Special Guests James A. Bergeron, J.D. and Brian Bere. It’s been said: “It’s Not How Much You Make, It’s How Much You Keep” Join me and my colleagues, James A. Bergeron, J.D. and Brian Bere at Nuveen Investments, for a podcast se…

1
GET READY FOR ANOTHER EPISODE IN THE FAMILY WEALTH PLANNING SERIES!! 1:42

1+ y ago1:42

1:42

STAY TUNED for the next episode of The Family Wealth Series !! IT IS WITH GREAT PLEASURE THAT WE CONTINUE: THE FAMILY WEALTH PODCAST SERIES. With with Special Guests James A. Bergeron, J.D. and Brian Bere. It’s been said: “It’s Not How Much You Make, It’s How Much You Keep” Join me and my colleagues, James A. Bergeron, J.D. and Brian Bere at Nuveen…

1
The 4 Corner Documents - Special Family Wealth Series Episode 2 46:08

1+ y ago46:08

46:08

⚜️❤️ The Family Wealth Series !! IT IS WITH GREAT PLEASURE THAT WE CONTINUE: THE FAMILY WEALTH PODCAST SERIES. With with Special Guests James A. Bergeron, J.D. and Brian Bere. It’s been said: “It’s Not How Much You Make, It’s How Much You Keep” Join me and my colleagues, James A. Bergeron, J.D. and Brian Bere at Nuveen Investments, for a podcast se…

1
Stay Tuned and Get Ready for Another Episode of the Family Wealth Series! 1:42

1+ y ago1:42

1:42

STAY TUNED for the next episode of The Family Wealth Series !! IT IS WITH GREAT PLEASURE THAT WE CONTINUE: THE FAMILY WEALTH PODCAST SERIES. With with Special Guests James A. Bergeron, J.D. and Brian Bere. It’s been said: “It’s Not How Much You Make, It’s How Much You Keep” Join me and my colleagues, James A. Bergeron, J.D. and Brian Bere at Nuveen…

1
What Is Wealth and Legacy? Special Family Wealth Series 24:35

2y ago24:35

24:35

Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL! EWM INSIGHTS - Family Wealth Series with special Special Guests James Bergeron, J.D., and Brian Beré Announcing The Family Wealth Series! With with Special Guests James A. Bergeron, J.D. and Brian Beré It has been said, “It’s Not How Much You Make, It’s How Much You Keep” Join me and my c…

1
Announcing the Family Wealth Series!! 1:42

2y ago1:42

1:42

Announcing The Family Wealth Series!! IT IS WITH GREAT PLEASURE THAT I AM INTRODUCING: THE FAMILY WEALTH PODCAST SERIES. MONTHLY STARTING MID JULY !!! With with Special Guests James A. Bergeron, J.D. and Brian Bere. It’s been said: “It’s Not How Much You Make, It’s How Much You Keep” Join me and my colleagues, James A. Bergeron, J.D. and Brian Bere…

1
The Investment of Fatherhood - A Special Replay 14:46

2y ago14:46

14:46

Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL! In this episode by special request we replay a podcast dedicated to Fathers. We trust this episode will inspire you this father's day weekend and highlight the amazing, and eternal, results of your commitment to your greatest treasure - Family! Feel free to share this episode with those i…

1
Special Mother's Day Episode: When Mom Was King! 7:38

2y ago7:38

7:38

Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL! In this episode we share a personal message for Mother's Day! We hope it encourages mother's everywhere, and those attempting to fill the role, with the understanding that no one can take your place, and your love is a powerful force - both now, and for generations to come. Feel free to s…

1
Have You Out Run Your Insurance? [The Importance of Reviews] 28:49

2y ago28:49

28:49

EWM INSIGHTS with special Special Guest Robb Stottlemyer, Director of Life Brokerage Sales Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL! In this episode of Insights Robb Stottlemyer is our guest. We discuss the importance of reviewing life insurance, question if life insurance still relevant, why life insurance matters, and the many …

1
Coffee and Conversation with Award Winning Chef Adrian Ramirez 39:18

2y ago39:18

39:18

Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL ! In this episode we speak with Adrian Ramirez, Chief Chef and Owner of Red Cork Bistro and Tequeria Puebla restaurants in beautiful Mukilteo, Washington! Adrian Ramirez moved to Mukilteo at age 10 and has been in the restaurant business since the age of 17. His first taste of the culinary…

1
Jamie Scheppers - The ART of Living! 39:32

2+ y ago39:32

39:32

Welcome to EWM INSIGHTS with Special Guest Jamie L. Scheppers! Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL! In this episode we discuss seeking and learning from others, connecting OUR dots, building on prior success and exploring OUR potential, with Jamie L. Scheppers. Jamie’s journey has included Ballet, Web Communications, World T…

1
A Holiday Message with Popcorn and Family Carnivals!! 3:28

2+ y ago3:28

3:28

EWM INSIGHTS HOLIDAY CHRISTMAS MESSAGE 2022 In this podcast we share with our listening audience a special Holiday Christmas Message! Joining us today is Monica Rodgers, Service Team Lead for Ellis Wealth Management. Wherever you are this season, we wish you and yours a very Merry Christmas and a New Year filled with blessings! Thank you for the op…

1
Pulling Back The Curtain - A Private Conversation with Sarah Baldwin 40:13

2+ y ago40:13

40:13

Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL! In this edition podcast we listen to a private conversation with Sarah Baldwin, Portfolio Manager and COO of Longboard Asset Management. At Ellis Wealth Management we champion human capital - surround and support it planning, coaching and professional investment management. Clients of EWM…

1
The Journey of Joy - An Insiders Discussion of Mental Health 27:30

2+ y ago27:30

27:30

EWM Insights with Special Guest Joy Stepper Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL! In this special episode of Insights Joy Stepper is our guest. Joy Stepper shares her mental health journey from childhood into adulthood. Joy recounts a childhood where her emotional challenges were often misdiagnosed leading to frustration and …

1
Stay Tuned - More Insights On The Way!! 1:20

2+ y ago1:20

1:20

Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL! Stay Tuned - More Insights are on the way!! Feel free to share episodes with those in your circle who are on a similar path of learning. We hope our conversations will help you acquire more knowledge, become even more curious about the gifts that are in and all around us, while supporting…

1
Getting the Real Scoop with Mario Lotmore, Owner and Publisher of The Lynnwood Times 30:46

2+ y ago30:46

30:46

Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL! EWM Insights with special Special Guest Officer Mario Lotmore, Owner and Publisher of the Lynnwood Times Welcome to Insights! In this episode of Insights Mario Lotmore is our guest. Mario Lotmore, Owner and Publisher of the Lynnwood Times, returns to share his insights regarding the impor…

1
Keeping Your Families Safe - with Officer Hubby part 2 23:12

2+ y ago23:12

23:12

EWM Insights with special Special Guest Officer Jacob Hubby - Keeping Families Safe - Part 2. In this episode of Insights Officer Jacob Hubby is our guest. A multi tour Marine veteran, Officer Jacob Hubby returns to share his insights regarding community engagement and ways citizens, parents and families can stay safe in our dynamic times. We also …

1
Officer Hubby - Keeping Your Families Safe! Part 1 27:33

2+ y ago27:33

27:33

Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL! EWM Insights with special Special Guest Officer Jacob Hubby - Keeping Families Safe - Part 1. In this episode of Insights Officer Jacob Hubby is our guest. A multi tour Marine veteran, Officer Jacob Hubby returns to share his insights regarding community engagement and ways citizens, pare…

1
Some Like it Hot - with Insurance Updates 26:56

3y ago26:56

26:56

Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL! In this episode of Insights Robb Stottlemyer is our guest. We also discuss the many facets of Life Insurance and the many ways it can be used to help achieve both life and estate goals. Note: This is an educational discussion and NOT an offer to purchase or sell insurance or investment pr…

1
The Investment of Fatherhood - Special Father's Day Message 13:38

3y ago13:38

13:38

Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL! In this special edition podcast we discuss one of the greatest investments a man can make - The Investment of Fatherhood. Originally posted in The Lynnwood Times, the statistics have been updated for 2022. We trust this episode will inspire you this father's day weekend and highlight the …

1
"When Mom Was King" - Special Mother's Day Message. 6:58

3y ago6:58

6:58

Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL! In this episode we share a personal message for Mother's Day! We hope it encourages mother's everywhere, and those attempting to fill the role, with the understanding that no one can take your place, and your love is a powerful force - both now, and for generations to come. Feel free to s…

1
EWM INSIGHTS with Special Guest Joanne Foreman, WILD LEADERS and Back 9 Strong 49:25

3y ago49:25

49:25

Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL! Today we sit down with Joanne Foreman, President of Pure Impact. Joanne shares how we can live "Back 9 Strong" finding and living our purpose filled life as a WILD leader. Drawing on her insights as a Women's Touring LPGA Player, Professional Golf Coach, Performance Coach for Corporate an…

1
The Value of a Life of Honor - Hal Moore 7:17

3y ago7:17

7:17

Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL! In this special edition podcast we learn of the life, and impact of Hal Moore. A graduate of the West Point Military Academy, Lt. General “Hal” G. Moore Jr, had significant impact on those he served, those who served with him - and beyond. His book, “We Were Soldiers Once…and Young”, a Ne…

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Paul Bertrand Ellis Podcasts

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