Building Your Wealth Bridge

In this episode of the “Building Your Wealth Bridge” podcast, George C. McCabe, CPA, Financial Advisor, is joined by Anita Stenner, founder of a Boutique Concierge and Personal support firm serving high-net-worth families and business owners across the United States and Canada. Together, they discuss the growing demand for personalized lifestyle and administrative support services—and how affluent...

In the latest episode of the “Building Your Wealth Bridge” podcast, George C. McCabe, CPA, Financial Advisor, delivers a solo discussion focused on one of the most common and often debated financial questions facing homeowners today:  Should you pay off your mortgage early or invest those extra funds elsewhere? Drawing from real client conversations, personal experience, and practical case studies...

In this episode of the “Building Your Wealth Bridge” podcast, the team shifts to a quarterly market update, unpacking a volatile start to 2026 and the impact of recent geopolitical events on global markets. Financial Advisors William E. Will, CFA, and Zachary B. Morgan, CFA, CFP®, provide perspective on recent headlines, historical context, and what it means for long-term investors. The team engag...

In this episode of the “Building Your Wealth Bridge” podcast, George C McCabe, C.P.A, welcomes Kate and Charlie for an in-depth discussion on McCabe’s new property & casualty insurance partnership and why personal risk management has become an increasingly important part of protecting family wealth. George shares the origin story behind the partnership, explaining how growing client concerns a...

In this episode of the “Building Your Wealth Bridge” podcast, Zachary B. Morgan, CFA, CFP, welcomes Scott Bosworth, Head of the Speakers Bureau at Dimensional Fund Advisors (DFA), for a behind-the-scenes look at Dimensional’s investment philosophy and history. Scott shares his nearly 30-year journey at Dimensional and explains why the firm has historically focused on working through professional a...

 In the latest episode of the “Building Your Wealth Bridge” podcast, George C. McCabe, CPA, Financial Advisor, is joined by Tim McCabe (Founder of McCabe & Associates) and Karlee Garcia (Private Client Relationship Manager at Black Cloak) for a practical, real world look at modern cybersecurity planning—especially for retirees and families navigating changing devices, routines, and risk.  Tim...

In the latest episode of the “Building Your Wealth Bridge” podcast, Ryan C. Gandurski, Financial Advisor, has a discussion with Lauren Bigham-Steele from Boomer Benefits.  Boomer Benefits is a firm that has been in business for over 20 years supporting clients across the country who are navigating the world of Medicare. The firm’s client service team offers assistance with all avenues of Medicare...

In the latest episode of the “Building Your Wealth Bridge” podcast, George C. McCabe, CPA, Financial Advisor, sits down with Jonathan Tink, a loan officer at an independent mortgage bank, Compass Mortgage.  Jonathan explains the role of independent mortgage banks and joins George in a discussion on the following topics: · Factors loan officers look at to determine loan amounts, interest rates and...

In episode 10 of the “Building Your Wealth Bridge” podcast, George C. McCabe, CPA, Financial Advisor, sits down with Tim Sanders, the owner and proprietor of Silent Donor. Silent Donor is an anonymous and user-friendly donation platform geared towards individuals who are interested in donating to charity in an anonymous way that maintains their privacy. Tim analyzed common grievances and privacy c...

In episode 9 of the “Building Your Wealth Bridge” podcast, George C. McCabe, CPA, Financial Advisor, discusses filing for social security.  In the episode, he goes over three real life case studies he encountered in the last year which led to the recommendation of three different filing strategies.  Below are a few of the other topics he dives into: · Common reasons why individuals may choose to f...

In episode 8 of the “Building Your Wealth Bridge” podcast, George C. McCabe, CPA, Financial Advisor, sits down with Becky Thompson and David Haughton from “Wealth.com” to discuss the importance of estate planning, the “Wealth.com” platform and the technology solutions they offer to help clients navigate the process and feel confident in their estate plan.  Below are a few of the topics they dive i...

In episode 7 of the “Building Your Wealth Bridge” podcast, Zachary B. Morgan, CFA, CFP®, Financial Advisor, and William E. Will, CFA, Financial Advisor, sit down to recap the first half of the year in the markets and go over what can be expected during the second half of the year.  Below are a few of the topics discussed: • Performance of the U.S. and international stock markets during the first h...

In episode 6 of the “Building Your Wealth Bridge” podcast, George C. McCabe, CPA, Financial Advisor, sits down with BlackCloak, a third-party company that specializes in cybersecurity. Below are a few of the topics discussed: • Simple and effective measures individuals can put in place right away to help protect themselves against cybersecurity threats and become less of a target • The definition...

In Episode 5 of the “Building Your Wealth Bridge” podcast, our advisors discuss the following: • William E. Will, CFA, Financial Advisor, speaks on the recent tariffs making headlines and offers some historical perspective on news events of the past and how they have impacted the stock market. • Zachary B. Morgan, CFA, CFP, Financial Advisor, dives a little deeper into market corrections, the impo...

In this episode of the “Building Your Wealth Bridge” podcast, George C. McCabe, CPA, Financial Advisor, is joined by colleagues Zachary B. Morgan, CFA, CFP®, Financial Advisor, and Ryan Gandurski, Financial Advisor, for a comprehensive start-of-the-year planning discussion.  With 2024 in the books, the team outlines how investors can use January as a strategic reset! Reviewing investments, refinin...

 In this episode of the “Building Your Wealth Bridge” podcast, George C. McCabe, CPA, Financial Advisor, sits down with Chris Quandt (from Nitrogen, formerly Riskalyze) to explore how technology can help investors and advisors build a clearer, more confident approach to managing portfolio risk.  Together, they unpack Nitrogen’s origin story and why the firm is focused on creating a “common languag...

 Episode Description: Diversification & Beneficiary Planning   In episode 1 of the “Building Your Wealth Bridge” podcast, the team debuts a new conversational format designed to pull back the curtain on the financial planning topics they discuss week in and week out at the office. George C. McCabe, CPA, Financial Advisor, is joined by colleagues William E. Will, CFA, Financial Advisor and Zach...

In episode 2 of the “Building Your Wealth Bridge” podcast, the team continues their conversational format with a timely discussion on two themes showing up often in client conversations: investing during an election year and gifting strategies for family support. George C. McCabe, CPA, Financial Advisor, is joined by colleagues William E. Will, CFA, Financial Advisor and Zachary B. Morgan, CFA, CF...