EWM INSIGHTS

Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL! In this special classic replay edition podcast, we explore one of life’s greatest investments: fatherhood. Paul emphasizes that while financial investments often dominate discussions, the impact of being an active father is profound and lasting. As we celebrate Father’s Day, Paul shares heartfelt reflections on the importance of nurturin...

Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL! In this special edition podcast in honor of Memorial Day, 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 New York Times Best Seller...

Welcome to EWM Insights where we focus and highlight HUMAN CAPITAL! In this episode, we explore the forces that shape the value of money, starting with the one currency that quietly influences almost everything: the U.S. dollar. From the prices you pay at the store to the way portfolios are positioned worldwide, the dollar is at the center of the global financial system. However, behind the scenes...

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 you to reach new heights as we grow together. You...

In the latest episode of Insights, host Paul Ellis engages in a heartfelt conversation with Stephanie Terry , the Sales and Marketing Director at Harbor Point Senior Living. Their discussion reveals the profound impact of community and intergenerational relationships in the realm of senior living. Stephanie, a Pacific Northwest native, shares her journey from being an Air Force child to establishi...

Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL! As the holiday season approaches, it’s a time for reflection, gratitude, and connection. In this special episode, Paul Ellis and Tiffany Burchett take a moment to appreciate the relationships they've built over the past year. The year has been filled with challenges and changes, and they acknowledge the journey that many have experienced...

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 you to reach new heights as we grow to...

Welcome to EWM INSIGHTS, where we celebrate HUMAN CAPITAL! In this podcast edition, we continue our advanced planning series and explore the implications of the recently enacted "One Big Beautiful Bill," focusing on tax planning and investment strategies. We examine key components of this legislation, including the permanence of extended lower income tax rates and new deductions, such as the enhan...

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 you to reach new heights as we grow to...

Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL! EWM INSIGHTS Advanced Planning Series with James Bergeron, J.D. In this latest episode of Insights, host Paul Ellis sits down with Jim Bergeron from Nuveen to discuss the complexities of elder and parental care, a pressing issue for many families today. This "Managing Up" conversation highlights the critical role of proactive, empow...

Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL! In this special classic replay edition podcast, we explore one of life’s greatest investments: fatherhood.  Paul emphasizes that while financial investments often dominate discussions, the impact of being an active father is profound and lasting. As we celebrate Father’s Day, Paul shares heartfelt reflections on the importance of nu...

Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL! In this special edition podcast in honor of Memorial Day, 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 New Y...

Welcome to EWM INSIGHTS, where we celebrate HUMAN CAPITAL! In this episode, we share a personal message for Mother's Day! We hope it encourages mothers 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 share this episode with those in your circle who are on...

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 long-term view, especially as the market keeps cha...

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 strategies. The conversation frames the upcoming red...

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 imparting financial literacy and fostering family wealth...

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 importance of uncovering truths within the community...

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 you to reach new heights as we grow to...

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 the Dragon." Paul and Monica also revie...

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 revolutionizing the marketing and public relations...

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 more independent.  I am joined by my...

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 mornings and warm afternoons signal the end of our "...

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 heartfelt conversation with Emma Busig from Pacific Off...

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 information to help your family become stronger and more i...

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 Interiors to discuss the world of custom building...