Sojourn Wealth Management

The Sojourn Wealth Management Podcast

Business EN ↓ 27 episodes

The Sojourn Wealth Management Podcast covers the topics of financial wellness, investment management, and planning considerations.

Author

Sojourn Wealth Management

Category

Business

Latest episode

Jul 3, 2026

Where to listen?

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Episodes

Episode 2: The Value of An Advisor 04.04.2025

In this episode, Jeff, Corey, and Andrew discuss the value of working with a financial advisor. Through reviewing various studies, investor behaviors, and client experiences, the team outlines the tangible impact an advisor has on a client's outcomes.   If you enjoyed the episode, please like and subscribe! Want to get to know the team? Visit their website at http://www.sojournwealthmanagement.com...

Episode 1: Introduction to Sojourn Wealth Management 01.04.2025

Andrew, Corey, and Jeff sit down to discuss the launch of Sojourn Wealth Management, the goals for the firm, and the journey thus far.    If you enjoyed the episode, please like and subscribe! Want to get to know the team? Visit their website at http://www.sojournwealthmanagement.com to get in touch today.   Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC....

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