Gatewood Wealth Solutions

Beyond the Advisor Podcast

Business EN ↓ 4 episodes

Besides a financial advisor, who else should be on your wealth-building team? At Gatewood, we explore how different areas of expertise come together to strengthen your financial plan. In this series, our team answers key financial questions and shows how professionals work together to support your goals. We believe in our Firm to Family™ approach—delivering holistic solutions so you don’t have to be the expert, just have the right experts by your side. Learn more: https://www.gatewoodwealth.com/firm-to-family

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Gatewood Wealth Solutions

Episodes

You Got a Lump Sum of Cash… Should You Invest It All Right Now? 02.07.2026 20:20

In this month's episode of Beyond the Advisor, Nina Breen, CFP®, RICP®, CPWA®, Senior Wealth Planner, and Micah Alsobrook, CPFA®, MBA, Retirement Plan Consultant, walk through one of the most common — and emotionally loaded — questions in financial planning: when you receive a large sum of money, do you invest it all at once, or spread it out over time? Using a hypothetical client scenario — a...

Should You Sell Investments to Buy a House... or Borrow Instead? 04.06.2026 20:01

In this month's episode of Beyond the Advisor, Nina Breen, CFP®, RICP®, CPWA®, Senior Wealth Planner, and Micah Alsobrook, CPFA®, MBA, Retirement Plan Advisor, walk through a hypothetical client case that comes up all the time: a married couple in their mid-40s with a $4.2 million net worth who've found their next home and need $500,000 for the down payment. The question on the table — should they...

Timing, Tax Strategies & Missed Opportunities for Business Owners 07.05.2026 32:19

In this month's episode of Beyond the Advisor, Nina Breen, CFP®, RICP®, CPWA®, Senior Wealth Planner, and Micah Alsobrook, CPFA®, MBA, Retirement Plan Advisor, continue their fishbowl-style Q&A with a deep dive into the timing, tax strategies, and missed opportunities that quietly shape outcomes for business owners and executives. From estate planning and step-up in basis to 401(k) plan design...

The Hidden Connection Between Business Decisions and Personal Wealth 09.04.2026 24:40

In the first episode of Beyond the Advisor, Nina Breen, CFP®, RICP®, CPWA®, and Micah Alsobrook, CPFA®, MBA, unpack the planning and retirement questions that successful families and business owners often overlook. They discuss cash reserve strategy, retirement plan timing, how concentrated business wealth can create blind spots, and why coordination between advisors, CPAs, and attorneys is so imp...