The Trusted Partner Podcast - Wealth Strategies for High Net Worth Families

Jesse and Gabe sit down with Chris Mooney, Cobblestone's Managing Director of Business Development, to discuss the most important and impactful questions we hear from our clients. Topics include:   - Our best tips for individuals to bring their financial conversations - The power of a financial to-do list - The single best question Gabe and Chris hear in their conversations - Simple personal finan...

On this episode of The Trusted Partner Podcast, Jesse and Gabe sit down with Ben Dobrzynski, CPA. Ben is a partner at Demott & Smith CPA's, in Rochester NY, where he focuses his practice on providing tax, accounting, and general business advice to individuals, closely held businesses, and seed-stage to late-stage start-up companies. On the podcast, the trio discusses:   - End-of-year tax considera...

Jesse and Gabe sit down with Kathleen Pringle, executive career strategist and coach, to discuss the many aspects of planning a remarkable career. We cover: - The concept of "necessity vs. desire" - The most important skills in the modern workplace - How the best workplaces are setting themselves apart - The Great Resignation - The personal finances behind a career change - The best mindset for ne...

Today we sit down with Allison Schraf, CFP, Senior Wealth Planner at Cobblestone Capital Advisors to discuss financial planning basics.    - What's a CFP? - The most common questions financial planners deal with - Budgets and balance sheets - How financial plans prepare for recessions and bear markets - Common mistakes in financial planning - When someone should seek professional financial plannin...

Jesse and Gabe sit down with Eric  Furnal , CFA, the director of private investments at Cobblestone Capital. They discuss:   - the basics of private investments - what they are, how they work, how they're bought and sold - the various "buckets" of private markets - why invest publicly? why invest privately? - how do private investments provide diversification? - how do regular people get access to...

Today we sit down with Erick Bond, President of Bond Benefits Consulting. We ask Erick about:   - what should the average employee be thinking during open enrollment? - what are the different kinds of plans? Why do they exist?  - how can/should last year's medical usage affect next year's insurance needs? - how should families think through their multiple insurance options? - why people should "tr...

Today we sit down with Charlie Ruff, Senior Portfolio Manager at Cobblestone Capital Advisors. We ask Charlie about: - the basics of stock investing - risk, reward, timelines, volatility - why do stocks rise and fall? - the difference between individual stocks and the whole market - the importance of knowledge in investing - and how hard it is for professionals to outperform the market - the econo...

Today we sit down with Chris Mooney, Managing Director of Business Development at Cobblestone Capital Advisors.    We ask Chris about: - talking with clients about preparing for the next generation - the important cycle of planning and reviewing - the vital roles of attorneys and accountants as advisors - the basics of estate planning  - being a client's trusted advocate...and the hard conversatio...

Today we sit down with Jason Garlock, Chief Investment Officer at Cobblestone Capital Advisors. We ask Jason about: - what to think about being in a bear market?  - when and why one could consider changing asset allocation - how proper financial planning instructs portfolio construction (not the other way around) - how goals-based investing works - what's the "permanent impairment of capital?" - h...

In the first episode of The Trusted Partner Podcast, Jesse and Gabe sit down with John DiPasquale, CEO of Cobblestone Capital Advisors.  We ask John to explain... - the vital role of trust throughout the financial system - what financial credentials represent - why open communication is the bedrock of trust - the power of owning your mistakes - and more lessons from his decades of experience.   Di...