The Sojourn Wealth Management Podcast

In this episode, Andrew, Corey, and Jeff discuss a necessary discipline for financial planning: delayed gratification.

In this episode of the Sojourn Wealth Management Podcast, the team discusses different methods of budgeting and its importance for the "personal" side of personal finance.

In this episode of the Sojourn Wealth Management Podcast, the team discusses estate planning and how it relates to a financial plan.

In this episode of the Sojourn Wealth Management Podcast, the team discusses a few investment strategies. For related content, see episode 13, 14, and 23.

In this episode of the Sojourn Wealth Management podcast, Jeff, Corey, and Andrew spend some time discussing the topic of asset allocation.

In this episode, Jeff and Andrew discuss the varying fee structures and overall costs associated with financial planning.

In this episode, Andrew, Corey, and Jeff discuss strategies to navigate debt, optimize cash flow, and ultimately increase net worth.

Listen in to this special episode of the Sojourn Wealth Management podcast as Corey, Andrew, and Jeff discuss what's in store for 2026.

In this episode of the Sojourn Wealth Management Podcast, Andrew, Corey, and Jeff discuss the evolving landscape of alternative investing and how to strategically incorporate these asset classes into your financial plan.

In this episode of the Sojourn Wealth Management podcast, Corey, Andrew and Jeff discuss the importance of leveraging life insurance to manage risk.

In this episode of the Sojourn Wealth Management Podcast, Andrew, Corey and Jeff review the rules surrounding Required Minimum Distributions and strategies to effectively navigate them.

On this unexpectedly literary episode of the Sojourn Wealth Management podcast, the team unpacks the daunting topic of annuities.

This special edition of the Sojourn Wealth Management celebrates the 1st anniversary of Sojourn Wealth Management. Listen in as Andrew, Corey, and Jeff reflect on the wonderful it has been!

In this episode of the Sojourn Wealth Management Podcast, Andrew, Corey, and Jeff walk through the basics of  equities.

On this episode of the Sojourn Wealth Management, the team discusses fixed income securities and how they can be used to help achieve retirement goals.

In this episode of the Sojourn Wealth Management Podcast, the team unpacks one of the most broadly applicable topics in financial management: cash and cash equivalents. 

On this episode of the Sojourn Wealth Management podcast, the team takes an episode to talk about the upcoming college football season!

In this episode of the Sojourn Wealth Management Podcast, Jeff and Corey dive into another area of expertise: Healthcare Professionals!

On this episode of the Sojourn Wealth Management Podcast, Corey and Andrew talk through another one of the firm's areas of expertise: Higher Education!

Jeff, Corey, and Andrew pick up where they left off in Episode 7 with common mistakes in asset management. In the previous episode, they largely covered the accumulation phase. In Episode 8, they discuss how to manage assets in preparation for retirement and the distribution phase, as well as how to sequence your income distributions efficiently.  

In this episode of the Sojourn Wealth management Podcast, Jeff, Corey, and Andrew discuss the common mistakes people make when setting up, managing, and utilizing their workplace retirement accounts.

In this episode of the Sojourn Wealth Management Podcast, Jeff interviews Corey on another area of the firm's expertise: Athletics!

In this episode of the Sojourn Wealth Management Podcast, Corey interviews Jeff on his background in education and how that has guided his expertise in financial planning. Hear the team unpack how they serve one of their areas of expertise: Teachers!

In this podcast, the SWM team discusses current events and reviews 2025. This episode was prompted by questions from clients and non-clients wondering how advisors are thinking through the volatility of the last few months.  Enjoying the podcast? Please like, subscribe, and share with your friends! Want to get to know the team? Visit their website at http://www.sojournwealthmanagement.com to get i...

In this episode, Corey and Jeff discuss the development of the modern day retirement plans.