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, currency markets are far less stable than most people realize—nearly 90% of activity is driven not by trade, but by speculation.

We are joined by Peter Boardman, Portfolio Manager and Managing Director at Nuveen Asset Management. During our discussion, we break down what truly moves currencies, from interest rates and inflation expectations to geopolitical stability, and why these factors matter more than headlines.

We also examine the relationship between oil prices and the dollar, and what that connection means for global growth, inflation, and investment strategy.

Our goal is simple: to bring clarity to a complex system so you can better understand how currency movements shape the world around you and the decisions you make within it

Additional Notes and resources have been attached below.

Feel free to share this episode 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 can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/

Above all, through EWM INSIGHTS we want to encourage you to:

INVEST IN WHAT YOU LOVE!®

-----------------------------------

Takeaways:

• The value of a currency is primarily influenced by a country's economic situation, including interest rates and political stability.
• A significant portion of currency transactions is driven by speculation rather than fundamental economic activities like trade.
• The US dollar remains the dominant currency in global trade, accounting for a substantial percentage of foreign exchange transactions.
• Higher interest rates in the US attract foreign capital, thereby strengthening the dollar compared to other currencies.
• Commodities such as oil and gold are predominantly priced in US dollars, which impacts inflation and economic growth globally.
• Investors should consider the implications of currency fluctuations on their portfolios, particularly with regard to international assets.

Links referenced in this episode:

• www.elliswealthmanagement.com
• www.nuveen.com
• www.cnbc.com
• www.nikkei.com
• www.greenwichassociates.com

Peter Boardman manages the Nuveen International Value Strategy Fund focused on finding opportunities in non US equity markets.

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 can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/

Above all, through EWM INSIGHTS we want to encourage you to:

INVEST IN WHAT YOU LOVE!®

Stephanie's passion for senior living stems from her own experiences with her grandparents, who inspired her to embrace the values of compassion and community service. As she navigates her role, she emphasizes the importance of understanding the unique needs of seniors and their families, particularly during transitions into senior living communities. This understanding is crucial as it helps bridge the gap between different generations and fosters a sense of belonging.

The conversation also touches on the challenges facing the senior living sector, especially in light of the COVID-19 pandemic. With the baby boomer generation beginning to retire, there is an increasing demand for resources and support systems. Stephanie highlights the need for proactive planning and open conversations among families regarding health, legal documents, and care options.

Throughout the episode, both Paul and Stephanie remind us that investing in what we love extends beyond personal interests; it encompasses the relationships we build and the communities we nurture. By fostering a spirit of connection and understanding, we can create a more inclusive and supportive environment for our seniors.

Tune in to this enlightening episode to gain insights into the world of senior living and discover how you can make a difference in your community!

Additional Notes and resources have been attached below.

Feel free to share this episode 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 can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/

Above all, through EWM INSIGHTS we want to encourage you to:

INVEST IN WHAT YOU LOVE!®

-----------------------------------

Companies mentioned in this episode:

1. Harbor Point Senior Living

https://harborpointseniorliving.com

1. Mukilteo Chamber of Commerce

https://mukilteochamber.org

1. Steel Magic Northwest

https://steelmagicnorthwest.com

1. University of Arizona

https://arizona.edu

1. University of Providence

https://uprovidence.edu

Takeaways:

1. The podcast emphasizes the importance of investing in areas that resonate with personal passion and values.
2. A strong community connection is vital for both personal fulfillment and professional success in senior living.
3. The experiences and lessons learned from caring for elderly family members greatly influence one's career trajectory in senior services.
4. Intergenerational relationships foster understanding and enrich lives, encouraging engagement across age groups.
5. Effective communication and emotional intelligence are essential for success in the field of senior living.
6. Proactive planning for health and legal matters is crucial to ensure a smooth transition into senior care.

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.

They review the resources they've provided throughout the year, including Planning, Advice, Coaching, and Investments - emphasizing their commitment to the families they serve.

With the introduction of new practice partners and the continuation of their private and public podcasts, listeners can expect even more valuable insights in the coming year.

One of the highlights of the episode is the personal touch that Paul and Tiffany bring as they share their holiday traditions. Tiffany fondly recalls cozy nights spent with her children, curled up by the tree, enjoying the magical glow of the lights. Paul shares his family's tradition of watching Christmas movies and creating a shared family photo album, emphasizing the importance of keeping memories alive.

As they look forward to the new year, they express excitement about their partnership with Vanilla for estate planning, which promises to enhance family finances and legacy planning. Their EWM INSIGHTS podcast will continue to highlight human capital and thought leadership, ensuring that listeners receive valuable content every month.

In closing, Paul and Tiffany extend their heartfelt wishes for a Merry Christmas and a Happy New Year to all their clients and listeners. They remind everyone to invest in what they love and express their gratitude for the opportunity to serve.

This episode is a beautiful reminder of the importance of family, tradition, and connection, making it a must-listen as we transition into a new year.

Feel free to share this episode 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 can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/

Above all, through EWM INSIGHTS we want to encourage you to:

INVEST IN WHAT YOU LOVE!®

-----------------------------------

Takeaways:

• This year has been characterized by significant change and careful consideration for many individuals.
• The introduction of our partnership with Vanilla has enhanced our estate planning services remarkably.
• We express profound gratitude for the continued support and relationships cultivated this year.
• Our Insights podcast will persist in offering valuable thought leadership on a monthly basis.
• Family traditions during the holidays foster connections and create cherished memories for years to come.
• We look forward to serving our clients and their families with renewed commitment in the New Year.

Companies mentioned in this episode:

• EWM Insights
• Apple Podcasts
• Spotify
• Amazon Music
• Vanilla
• Ellis Wealth Management

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 can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/

Above all, through EWM INSIGHTS we want to encourage you to:

INVEST IN WHAT YOU LOVE!®

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 enhanced standard deduction for individuals and married couples. Additionally, we discuss the strategic advantages of Roth IRA conversions and how these changes can optimize tax situations. We also address significant alterations to estate tax exemptions and deductions that impact wealth transfer and estate planning for families, particularly business owners.

Takeaways:

• The "One Big Beautiful Act" introduced tax provisions requiring careful consideration by individuals and families.
• A key feature is the permanent extension of lower federal income tax rates, presenting unique planning opportunities for taxpayers.
• Understanding the complexities of recent tax changes, including potential deductions and benefits of converting traditional IRAs to Roth IRAs, is essential; consult with tax and financial professionals.
• Individuals over 65 now qualify for an additional senior deduction, enhancing tax planning strategies.
• The standard deduction for married couples filing jointly has substantially increased, providing further tax relief to many households.
• Business owners should be aware of new provisions affecting pass-through entities that offer additional tax benefits.

This episode explores the "One Big Beautiful Bill," focusing on its implications for individual taxpayers and families. Host Paul Ellis and special guest Jim Bergeron dissect the complexities of this legislative package, which includes numerous tax provisions aimed at transforming the financial laandscape for American citizens. A primary theme is the permanence of lower federal income tax rates, previously scheduled to revert, granting individuals a unique opportunity to capitalize on these extended tax benefits.

The speakers emphasize the importance of adapting financial planning strategies in response to these changes, advocating for tax optimization strategies, such as converting traditional IRA assets into Roth IRAs. The discussion explores the rationale behind such conversions in the context of favorable tax rates and underscores the necessity of consulting financial advisors to tailor strategies to individual circumstances.

Moreover, the episode addresses the broader implications of the new tax law, including enhancements to standard and itemized deductions. The speakers encourage proactive financial planning, leveraging these changes to enhance financial well-being. Overall, this episode serves as a guide, equipping listeners with insights to navigate the new tax landscape and empowering them to make informed financial decisions that can assist in creating "One Big Beautiful... Legacy."

Additional notes and resources are attached below.

Feel free to share this episode 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 can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/

Above all, through EWM INSIGHTS we want to encourage you to:

INVEST IN WHAT YOU LOVE!®

-----------------------------------

Additional notes and resources are attached below.

Speakers: 

Paul Bertrand Ellis, CIMA® 

President and Managing Director

Ellis Wealth Management, LLC

phone: 425-405-7720

email: paul.ellis@elliswealthmanagement.net

James A. Bergeron, J.D.

Jim is an attorney and Advisor Education Consultant in the Global Learning and Development group where he and the team focus on developing and delivering intellectual capital designed to help wealth management firms and advisory practices evolve - and enhance their relationships with clients.

Jim is a graduate of Augsburg University in Minneapolis with degrees in Economics and Political Science and later received his Law Degree from Vanderbilt University in Nashville, TN. Jim currently serves on the Northern Regional Council for the American Cancer Society.

Will Stutenroth

Nuveen, Internal Advisor Consultant

Graduate of Ohio State

Research Links:

• The Entertainers Checklist, Estate Guidelines and Considerations - EWM - The Entertainers Checklist, Estate Guidelines and Considerations A Value Based Resource Journal compliments of Ellis Wealth Management, LLC.
• The Next Generation of Wealth Transfer - An Action Plan for Passing On What Matters Most -Nuveen
• 10 Family Wealth Compass Questions - Journal.pdf - 10 Family Wealth Compass Questions - Journal

Companies mentioned in this episode:

• Ellis Wealth Management
• Nuveen

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 can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/

Above all, through EWM INSIGHTS we want to encourage you to:

INVEST IN WHAT YOU LOVE!®

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, empowering planning that encompasses not only logistical and financial considerations but also the emotional and interpersonal dynamics influencing elder care.

With summer gatherings approaching, it’s the perfect opportunity to discuss the needs and wishes of aging parents and relatives.

The episode emphasizes the importance of open communication. Paul and Jim highlight that while discussing elder care wishes can be challenging, it is crucial for ensuring family members receive the care they desire. They suggest fostering a relaxed atmosphere for these conversations, even recommending games like The Ungame to help navigate sensitive topics, thereby transforming a potentially daunting subject into an opportunity for connection and understanding.

The hosts also stress the importance of legal and financial planning, including updating wills and establishing powers of attorney, to honor the wishes of aging family members and prepare for unexpected situations.

As they explore various housing options, they emphasize the need to understand individual preferences and research alternatives, such as in-home care. Ultimately, the episode encourages families to view these conversations as opportunities to strengthen their relationships and create a legacy of love and dignity.

Takeaways:

• The sandwich generation faces unique challenges as they care for both their children and aging parents, necessitating thoughtful planning and communication. 
• Open and honest communication with family members regarding their wishes and needs is crucial to effective elder care. 
• Proactive planning involves understanding and documenting the healthcare preferences and safety concerns of elderly family members. 
• Utilizing everyday family gatherings as opportunities to discuss sensitive topics can foster a supportive environment for necessary conversations. 
• Incorporating technology and safety measures into the living environment can significantly enhance the well-being of elderly family members. 
• Creating a comprehensive plan that includes legal documents, financial considerations, and personal wishes is essential for effective management of aging relatives. 

Additional Notes and resources have been attached below. 

Feel welcome to share this episode 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 can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/

Above all, through EWM INSIGHTS we want to encourage you to:

INVEST IN WHAT YOU LOVE!®

Resources:

The Ungame: https://www.creativetherapystore.com/products/ungame-board-game

Additional Resources: 

• The Entertainers Checklist, Estate Guidelines and Considerations - EWM - The Entertainers Checklist, Estate Guidelines and Considerations A Value Based Resource Journal compliments of Ellis Wealth Management, LLC.
• The Next Generation of Wealth Transfer - An Action Plan for Passing On What Matters Most -Nuveen
• 10 Family Wealth Compass Questions - Journal.pdf - 10 Family Wealth Compass Questions - Journal
• Nuveen Family Wealth Education Curriculum.pdf

Family Wealth Series 10 Questions Journal 

The Entertainers Checklist

The Next Generation of Wealth Transfer Workbook

Nuveen, Family Wealth Education Curriculum 

Companies mentioned in this episode:

• Ellis Wealth Management:  
• 425-405-7720
•  paul.ellis@elliswealthmanagement.net

• Nuveen

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 nurturing relationships with children. He argues that the true measure of wealth lies in the time spent with family, as involved fathers significantly enhance their children's emotional and psychological well-being.

Staggering statistics reveal that children with engaged fathers are more likely to excel academically, avoid trouble, and pursue higher education. 

This involvement can dramatically influence a child's success, highlighting the critical role of emotional support and guidance.

Paul also discusses fatherhood as a generational investment, likening it to managing financial assets. Just as investors nurture their portfolios, fathers must actively engage with their children to create a legacy that extends beyond material wealth.

Takeaways:

• Fatherhood represents a profound investment that significantly impacts children's emotional and psychological well-being.
• Active fathers enhance their children's academic performance and reduce behavioral issues, fostering long-term success.
• Just as financial portfolios require nurturing, so too do the relationships we build with our children.
• The essence of true wealth lies in the time and presence we dedicate to our families.
• Children of engaged fathers are statistically more likely to pursue higher education and achieve stable employment.
• The legacy of fatherhood transcends material wealth; it is an investment in character and resilience.

This Father’s Day, let’s celebrate the fathers committed to this noble and lasting investment.

Additional Notes and resources have been attached below. 

Feel free to share this episode 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 can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/

Above all, through EWM INSIGHTS we want to encourage you to:

INVEST IN WHAT YOU LOVE!®

-----------------------------------

Original post: The Lynnwood Times - https://lynnwoodtimes.com/2021/06/20/the-investment-of-fatherhood/

References:

Ellis Wealth Management

https://www.elliswealthmanagement.com

Michael Irvin

https://www.michaelirvin88.com

Wall Street Journal

https://www.wsj.com

National Center for Educational Statistics

https://nces.ed.gov

Lynwood Times

https://www.lynnwoodtimes.com

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 became a Hollywood movie entitled “We Were Soldiers”, starring Mel Gibson and Sam Elliott, for which it was nominated for 5 awards.

Hal Moore’s awards include:

• The Distinguished Service Cross
• Army Distinguished Service Medal
• Legion of Merit
• Bronze Star Medal with “V” Device
• Purple Heart
• Air Medal , and 
• The West Point Graduate Organization’s 2003 Distinguished Graduate Award

Leader, Instructor, Mentor, Author; Hal Moore exemplified a life of purpose and passion.

Additional Notes and resources have been attached below. 

Feel free to share this episode 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 can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/

Above all, through EWM INSIGHTS we want to encourage you to:

INVEST IN WHAT YOU LOVE!®

------------------------------------

The Mansions of The Lord

United States Military Academy Glee Club

To fallen soldiers let us sing

Where no rockets fly nor bullets wing

Our broken brothers let us bring

To the mansions of The Lord

No more bleeding, no more fight

No prayers pleading through the night

Just divine embrace, eternal light

In the mansions of The Lord

Where no mothers cry

And no children weep

We shall stand and guard through the angels sleep

While through the ages safely keep

The mansions of The Lord

Songwriters: Nick Glennie Smith / Randall Wallace

The Mansions of the Lord lyrics © Songs Of Wheelhouse

Book: "We Were Soldiers Once ... and Young" available at Amazon and Other fine bookstores

Movie: "We Were Soldiers" - IMDB Information: https://www.imdb.com/title/tt0277434/?ref_=nv_sr_srsg_0

Memorial Day Letter to America’s Youth

By Lt. Gen. Hal Moore on May 26, 2011

 https://americanprofile.com/articles/memorial-day-letter-to-americas-youth/

Greatest stated accomplishment: Someone once asked him, "General, what do you consider your most important accomplishment?" Now, of course, you are asking this question of someone nearly 95 years old, with somewhat of a resume.

"What is your most important accomplishment?" He replied, "It hasn’t happened yet. My most important accomplishment will be when I cross that line at St. Peter’s gate and meet my God and my [wife] Julie."

-Army Times, https://www.armytimes.com/news/your-army/2017/02/19/remembering-lt-gen-hal-moore-read-the-moving-eulogy-delivered-by-his-eldest-son/

Companies mentioned in this episode:

• Ellis Wealth Management: https://elliswealthmanagement.net/
• Harvard University: https://www.harvard.edu/
• West Point Military Academy: https://www.westpoint.edu/
• New York Times: https://www.nytimes.com/

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 a similar path of learning.

It is our desire that our conversations will help you acquire more knowledge, become even more curious about the gifts that are in and all around us, and support you in reaching new heights as we grow together.

You can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, orthe Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/

Above all, through EWM INSIGHTS, we want to encourage you to:

INVEST IN WHAT YOU LOVE!®

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 changing.

Torey explains the different asset classes and how they fit into a portfolio, stressing that having a solid strategy is crucial for managing risk while aiming for growth.

We also touch on the balance between technology and the importance of the human touch in investment management, pointing out that good leadership is key to navigating the tricky financial landscape.

Our goal is to give our listeners the know-how to make smart investment choices in this fast-paced and quickly changing environment.

Join us as we discuss the significance of leadership in finance, the impact of technology on decision-making, and the importance of long-term thinking in investment strategies. Discover how to navigate the complexities of asset classes - and the human touch that remains essential in a rapidly evolving market landscape.

Takeaways:

• The dynamism of markets necessitates an understanding of foundational investment principles to navigate them effectively.
• Leadership remains a critical factor in investment strategy, emphasizing the significance of human insight over automation.
• Investment success relies on long-term thinking, allowing for patience and discipline in portfolio management strategies.
• Asset allocation requires a careful balance between different asset classes to achieve a desired risk-return profile over time.
• Investors must recognize the unique characteristics and roles of various asset classes to optimize portfolio performance.
• Understanding the interplay between emotional biases and investment decisions can significantly enhance long-term outcomes.

Feel free to share this episode 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 can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/

Above all, through EWM INSIGHTS we want to encourage you to:

INVEST IN WHAT YOU LOVE!®

References mentioned in this episode:

• The London Company

https://www.tlcadvisory.com/

• George S. Patton

https://en.wikipedia.org/wiki/George_S._Patton

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 reduction of the estate tax exemption—a transition from nearly $14 million to around $7 million—as a pivotal moment that requires immediate action from those with assets valued between $10 million and $25 million. The speakers articulate the multifaceted nature of wealth, advocating for a holistic approach to estate planning that encompasses both financial assets and the family’s core values.

As they navigate the intricacies of the legislative environment, the speakers highlight the critical intersection of federal and state tax regulations, illustrating how families can be affected by both layers of taxation. They encourage listeners to engage in proactive estate planning discussions, utilizing current exemptions to mitigate future tax liabilities while fostering family harmony. The dialogue emphasizes the importance of a thorough evaluation of one’s wealth and the potential consequences that arise from neglecting estate planning documents that may be outdated or misaligned with current financial realities.

The podcast ultimately serves as a call to action for families to respond decisively to changing tax landscapes, urging them to consult with estate planning professionals and take advantage of existing exemptions while they remain available. The speakers conclude with an empowering message: families must invest in their legacies today to ensure that their wealth and values endure for future generations.

Additional Notes and resources have been attached below.

Takeaways:

• The current estate tax exemption is approximately $13.99 million, but it is scheduled to decrease significantly in 2026.
• Tax planning should consider both federal and state-level transfer taxes, as they can significantly impact wealth transfer strategies.
• Families with wealth between $10 and $25 million should actively review their lifetime gift exemptions to mitigate future estate tax liability.
• It is crucial for families to review and update estate planning documents every five years or after significant life events.
• Utilizing trust structures for asset transfer can provide both control and protection against creditors for beneficiaries.
• The legislative landscape surrounding tax laws is fluid, and strategic planning must account for potential changes in the tax code.
• 
  

• The Entertainers Checklist, Estate Guidelines and Considerations - EWM - The Entertainers Checklist, Estate Guidelines and Considerations A Value Based Resource Journal compliments of Ellis Wealth Management, LLC.
• 10 Family Wealth Compass Questions - Journal.pdf - 10 Family Wealth Compass Questions - Journal
• Nuveen Family Wealth Education Curriculum.pdf

Companies mentioned in this episode:

• Ellis Wealth Management
• Nuveen

Feel welcome to share this episode 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 can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/

Above all, through EWM INSIGHTS we want to encourage you to:

INVEST IN WHAT YOU LOVE!®

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 education.
• A critical tenet of financial success is not merely earning money but retaining it effectively.
• Knowledge and understanding of financial matters are as valuable as the assets one possesses.
• We aim to help families align their financial decisions with their core values for long-term success.
• Investing in human capital and nurturing family relationships is essential for overall prosperity.

In the Ellis Wealth Management Advanced Planning Series, Paul Ellis and James A. Bergeron embark on an enlightening exploration of financial literacy and its profound implications for family wealth. They introduce the concept that wealth management transcends the mere act of earning; it necessitates a strategic approach to retention and informed decision-making. We encourage our listeners to review their financial priorities and the underlying values that drive them so that they are in alignment with their long-term desires.

The Advanced Planning Series emphasizes the importance of investing in knowledge alongside financial assets, positing that the retention of wealth is as critical as its generation. Ellis and Bergeron provide actionable insights, encouraging families to engage in meaningful discussions about their financial futures, and foster an environment where financial literacy can thrive.

Believing through a focus on human capital as the ultimate investment, they challenge listeners to consider the broader implications of their financial choices. This series not only lays the groundwork for advanced financial planning but also inspires a deeper understanding of what it means to build a lasting legacy.

Invest in What You Love!

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. He further articulates the responsibilities that come with journalism, emphasizing that it is not merely about reporting news but about providing citizens with the information they need to make informed decisions.

Kienan reflects on the challenges faced by modern journalists, including the competition for attention in a fast-paced digital environment and the need for ethical rigor in reporting. This conversation serves as a poignant reminder of the value of journalism in safeguarding society and the constant pursuit of truth.

M. Kienan Briscoe

Education:

Arizona State University

Contact:

Kenan Brisco

https://lynwoodtimes.com/author/kenan-brisco/

Twitter/X: @mkienanbriscoe6

Blog/website: https://mkienanbriscoecom.wordpress.com/

Amazon link to books: Satori and Sorrow , Emerald City Blues , The Magnum Opera 

M. Kienan Briscoe's newest book entitled "Eternity is a Shattered Coffee Cup" , is expected to be out by the end of the year.

Feel free to share this episode 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 can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/

Above all, through EWM INSIGHTS we want to encourage you to:

INVEST IN WHAT YOU LOVE!®

-----------------------------------

Links referenced in this episode:

• lynwoodtimes.com
• amazon.com
• Lynwood Times https://lynwoodtimes.com/
• Arizona State University https://www.asu.edu/

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 can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/

Above all, through EWM INSIGHTS we want to encourage you to:

INVEST IN WHAT YOU LOVE!®

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 review the successful initiatives and accomplishments at Ellis Wealth Management over this year , including the completion of the Family Wealth series and the launch of an Advanced Planning Series with the help of colleagues, and partners at Nuveen Investments. 

These initiatives, along with their ongoing podcast, EWM Insights, underscore their commitment to delivering thoughtful leadership and investment advice in an ever-evolving financial landscape.

But it's not all about business. Paul and Monica take a moment to share their personal holiday traditions, offering a glimpse into their lives outside of work. It's these personal reflections that remind us of the importance of family and togetherness during the holiday season.

Ellis Wealth Management Wishes you a very Merry Christmas, Happy Holidays, and a prosperous New Year. 

Listen now - and remember to "Invest in What You Love!"®

Feel free to share this episode 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 can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/

Above all, through EWM INSIGHTS we want to encourage you to:

INVEST IN WHAT YOU LOVE!®

-----------------------------------

Contact Information : 

Ellis Wealth Management

Paul Ellis: 425-405-7720

email: paul.Ellis@elliswealthmanagement.net 

Links referenced in this episode:

• apple.com
• spotify.com
• amazon.com
• ewminsights.com

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 landscape with her innovative strategies and relentless drive. Known for empowering businesses and nonprofits, she shares her journey and insights from building global connections to fostering community growth.

Discover how Gabriella's unique experiences, including her time spent living in Costa Rica, have shaped her approach to business and community engagement. Learn about her passion for integrating empathy with strategic planning, and how she bridges the gaps between "personability", sustainability, and public appeal for her clients.

Gabriella also discusses her involvement with local nonprofits like Packs for Kids and her commitment to education and children's welfare. 

Tune in to hear about her challenges, successes, lessons learned - and how Gabriela's innovative approach is empowering organizations to achieve sustainable success while fostering meaningful connections!

Topics Covered:

• Perceptional Consulting

• Bridging Community and Business

• Costa Rica to Kamiak

• Strategic Networking

• Authentic Marketing in the AI Era

• Passion Projects and Community Involvement

Note: This is personal discussion, and NOT an offer to purchase or sell insurance or investment products. 

It is Ellis Wealth Management’s expressed position that investments should be understood and discussed with an accredited financial professional before purchase. Past performance is not indicative of future performance. Investments can loose value which includes risk to principle

Contact: 

Ellis Wealth Management

Paul Ellis: 425-405-7720

email: paul.Ellis@elliswealthmanagement.net 

Gabriella Lino

RMG Consulting

Phone: 425-308-6174

Website: rmgconsultingfirm.com

LinkedIn: Gabriella Lino

Additional Notes and resources have been attached below.

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 can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/

Above all, through EWM INSIGHTS we want to encourage you to:

INVEST IN WHAT YOU LOVE!®

RESOURCES

RMG Consulting

[rmgconsultingfirm.com]

(http://rmgconsultingfirm.com)

Edmonds Community College

[edmonds.edu]

(https://www.edmonds.edu/)

Packs for Kids

[packsforkids.org]

(http://packsforkids.org)

Mukilteo Chamber of Commerce 

[mukilteochamber.org]

(https://mukilteochamber.org/)

Build Her a Future

[buildherafuture.org]

(http://buildherafuture.org)

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 colleague James A. Bergeron, J.D.

Jim is an Advisor Education Consultant in the Global Learning and Development group where he and the team focus on developing and delivering intellectual capital designed to help wealth management firms and advisory practices evolve - and enhance their relationships with clients.

It has been said:

" It is not how much you make - it is how much you keep." 

This pertains not only to assets one has accumulated , but to knowledge as well.

Ellis Wealth Management and our friends at Nuveen want you to grow and keep all that you have worked for - in finances and in Life! 

So get ready as we continue our focus on the greatest investment of all - Human Capital and The Family!

In this episode of the Advanced Planning Series we discuss

"Demystifying Trusts"

Session Topics:

• Demystifying Trusts
• What is a Trust
• Revocable vs. Irrevocable Trusts
• Federal Estate and Gift Tax Exemption
• Spousal Access and Special Needs Trusts
• Charitable Giving through Trusts

Get ready as we continue our focus on the greatest investment of all

- Human Capital and The Family!

“Invest in What You Love!”® ❤️⚜️

You are welcome to share this episode with those in your circle who are on a similar path of learning. 

Additional Notes and resources have been attached below.

Previous Session# 1

"From the Stage to Estate: Digital Matters with Special Guest Phillip Nathaniel Freeman"

Can be heard here:

https://player.captivate.fm/episode/cb64a97b-ac45-4f81-aae3-5e873db05b5e/

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 can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/

Above all, through EWM INSIGHTS we want to encourage you to:

INVEST IN WHAT YOU LOVE!®

----------------

Note: This is an educational discussion and NOT an offer to purchase or sell insurance or investment products. 

It is Ellis Wealth Management’s expressed position that investments should be understood and discussed with an accredited financial professional before purchase. Past performance is not indicative of future performance. Investments can loose value which includes risk to principle.

Contact Information : 

Ellis Wealth Management

Paul Ellis: 425-405-7720

email: paul.Ellis@elliswealthmanagement.net 

-----------------------------------

Additional Resources: Research Links 

• The Entertainers Checklist, Estate Guidelines and Considerations - EWM - The Entertainers Checklist, Estate Guidelines and Considerations A Value Based Resource Journal compliments of Ellis Wealth Management, LLC.
• The Next Generation of Wealth Transfer - An Action Plan for Passing On What Matters Most -Nuveen
• 10 Family Wealth Compass Questions - Journal.pdf - 10 Family Wealth Compass Questions - Journal

Family Wealth Series 10 Questions Journal 

Nuveen, Family Wealth Education Curriculum 

Martindale-Hubble Database of Legal Professionals : www.martindale.com

The American College of Trust and Estate Council: ACTEC.ORG

"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 "Indian Summer", we focus on preparing our homes for the upcoming season.

Discover insightful professional tips and strategies to ensure your home, one of your most significant investments, is ready for the changing weather.

Don't miss this essential guide to fall home preparation!

Topics Covered:

• Top Down Preparation

• Do It Yourself, or Oversee the Process

• Keep Money In, Keep Cold Out

• Local Stores, Local Help

• Curb Appeal

• Don't Forget Your Pets

• Let Your Light Shine On

Note: This is personal discussion, and NOT an offer to purchase or sell insurance or investment products.

It is Ellis Wealth Management’s expressed position that investments should be understood and discussed with an accredited financial professional before purchase. Past performance is not indicative of future performance. Investments can lose value which includes risk to principle.

Contact:

Ellis Wealth Management

Paul Ellis: 425-405-7720

email:

paul.Ellis@elliswealthmanagement.net

Jim Tinsley

The Agency NW

Phone: 206-351-7669

Email: https://soldbyjimtinsley.com/Packs for Kids

https://packsforkidswa.com/

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 can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https:// elliswealthmanagement.net/podcasts/

Above all, through EWM INSIGHTS we want to encourage you to:

INVEST IN WHAT YOU LOVE!®

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 Office Automation.

Emma shares her journey from Wisconsin to the Pacific Northwest and her transition from working in a salon to thriving in business technology sales.

Emma shares her perspective on the ever-evolving world of office technology. With more people working from home and businesses adopting hybrid models, the demand for unique and innovative solutions has never been higher.

Emma’s story is a powerful reminder that career paths are rarely linear. Her journey from a salon to a successful career in tech sales is filled with lessons on resilience, adaptability, and the importance of investing in what you love!

Topics Covered:

• Going West

• The Changing Office Landscape

• Propelling Past Rejection

• A Grandparent's Legacy of Love

Note: This is personal discussion, and NOT an offer to purchase or sell insurance or investment products. It is Ellis Wealth Management’s expressed position that investments should be understood and discussed with an accredited financial professional before purchase. Past performance is not indicative of future performance. Investments can lose value which includes risk to principal.

Contact:

Ellis Wealth Management

Paul Ellis: 425-405-7720

email: paul.ellis@elliswealthmanagement.net

Emma Busig

Pacific Office Automation

LinkedIn: https://www.linkedin.com/in/emma-busig/

Additional Notes and resources have been attached below.

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 can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/

Above all, through EWM INSIGHTS we want to encourage you to:

INVEST IN WHAT YOU LOVE!®

Resources:

Mukilteo Chamber of Commerce

https://mukilteochamber.org/

Pacific Office Automation

https://pacificoffice.com

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 independent.

I am joined by my colleague James A. Bergeron, J.D. and Special Guest Phillip Nathaniel Freeman!

It has been said:

" It is not how much you make - it is how much you keep."

Advanced Planning Series Episode 1.

In the age of digital transformation, estate planning has evolved beyond traditional assets

like property and investments.

Today, digital assets play a crucial role, especially for those in the arts and entertainment industry.

In our latest podcast episode, we delve into advanced planning techniques with James

Bergeron, an advisor and education consultant, and Phillip Nathaniel Freeman, a multitalented

artist and musician known for his work with the power rock trio Small Town Titans.

James Bergeron emphasizes that wealth is more than just economic assets; it should reflect our

values and identities. This philosophy extends to digital assets, which can include everything from passwords and online accounts to business - related intellectual property.

For artists like Phillip Nathaniel Freeman, digital assets encompass a wide range of valuable

items, such as music recordings, royalties, and even AI-generated likenesses.

Phil shares his insights into the complexities of managing digital assets in the music industry.

With the advent of the Internet, file sharing, and streaming services, musicians' works are

primarily digital. These digital assets generate revenue through advertisements and royalties,

which need to be carefully managed and protected.

Phil highlights the importance of understanding copyright laws and the potential of blockchain technology to ensure the authenticity and proper distribution of these assets.

For those in the entertainment industry, understanding the scope of digital assets is vital.

As technologies like AI and blockchain continue to evolve, they offer new opportunities and

challenges for managing and protecting intellectual property. Phil mentions that some artists are even considering using AI to create avatars or holograms of themselves, ensuring their legacy continues long after they are gone.

Whether you're an artist, entrepreneur, or simply looking to protect your digital legacy, this

discussion offers valuable guidance on navigating the evolving landscape of digital assets.

"The Digital Estate Plan and The Entertainers Checklist "

Session Topics:

• The Entertainers Estate

• The Age of AI

• Music, Digital Assets and Intellectual Property

• Taking Inventory of Royalties

• Know Your State

• The 3-5 Year Sneak Peak

• The Entertainers Estate Checklist

Get ready as we continue our focus on the greatest investment of all - Human Capital and

The Family!

“Invest in What You Love!”® ❤⚜

You are welcome to share this episode with those in your circle who are on a similar path of

learning.

Additional Notes and resources have been attached below.

Referenced Previous Session:

"Creating Your Family Compass and GPS to

Legacy"

Available here:

https://ewm-insights-love.captivate.fm/episode/

x235

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 can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or

the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/

Above all, through EWM INSIGHTS we want to encourage you to:

INVEST IN WHAT YOU LOVE!®

----------------

Note: This is an educational discussion and NOT an offer to purchase or sell insurance or

investment products. It is Ellis Wealth Management’s expressed position that investments should be understood and discussed with an accredited financial professional before purchase. Past performance is not indicative of future performance.Investments can loose value which includes risk to principle.

Contact Information:

Ellis Wealth Management

Paul Ellis: 425-405-7720

email: paul.Ellis@elliswealthmanagement.net

Phillip Nathaniel Freeman

Contact: https://phillipnathanielfreeman.com/about

Bio:Phillip is a multi-talented artist and musician known for his work as the lead singer, bass guitarist, and founding member of the power rock trio Small Town Titans. Throughout his life, Freeman has been deeply involved in the arts and entertainment industry, developing a range of skills and talents that have helped him pursue a successful career in these fields.

Since committing to music and art full-time in 2012, Freeman has maintained an active

schedule of national touring, performing, and recording with Small Town Titans while also

providing his skills as a voice instructor, voice actor, and music composer for clients around the

world. His efforts have earned him charting singles on Billboard, Spotify, and Apple Music, as

well as a large and engaged social media following and successful working relationships

with platinum recording artists and producers in studios and on stages across the United States.In addition to his musical pursuits, Freeman is the author and creator of the singing and vocal training program The Vocal Blueprint. He is also actively involved in his local community, regularly donating his time to schools and organizations in central Pennsylvania, where he currently resides.

With a dedication to continuous learning and personal growth, Freeman aims to use his talents

and knowledge to benefit the public good.

-----------------------------------

Additional Resources: Research Links

• The Entertainers Checklist, Estate Guidelines and Considerations - EWM - The Entertainers Checklist, Estate Guidelines and Considerations A Value Based Resource Journal compliments of Ellis Wealth Management, LLC.
• The Next Generation of Wealth Transfer - An Action Plan for Passing On What Matters Most -Nuveen
• 10 Family Wealth Compass Questions - Journal.pdf - 10 Family Wealth Compass Questions - Journal

The Entertainers Checklist, Estate Guidelines and Considerations 

Family Wealth Series 10 Questions Journal

Nuveen, Family Wealth Education Curriculum

Martindale-Hubble Database of Legal Professionals : www.martindale.com

The American College of Trust and Estate Council: ACTEC.ORGSmall

Town Titans

https://smalltowntitans.com/

Nuveen LLC

https://www.nuveen.com/

OpenAI

https://www.openai.com/

DistroKid

https://distrokid.com/

CD Baby

https://cdbaby.com/

TuneCore

https://www.tunecore.com/

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 and interior design. 

Both experts share invaluable insights on everything from the sentimental value of home renovations, to the latest trends in interior design, and building your dream home.

Learn about budgeting, and how to make your space truly yours!

Whether you're looking to remodel your current home or build a custom one, this episode is packed with valuable insights and inspiration from initial dream to the final touches that make a house a home.

Topics Covered:

• Stay or Sell ? The case for Remodeling and Renovation

• Selling … Update or Stag

• Why Custom

• What's Your Style

• The Increasing Popularity of ADUs (Accessory Dwelling Units)

• Getting Started - with a Little Help From Friends

Note: This is personal discussion, and NOT an offer to purchase or sell insurance or investment products. 

It is Ellis Wealth Management’s expressed position that investments should be understood and discussed with an accredited financial professional before purchase. Past performance is not indicative of future performance. Investments can loose value which includes risk to principle

#HomeImprovement 

#InteriorDesign 

#CustomBuilding

Contact: 

Ellis Wealth Management

Paul Ellis: 425-405-7720

email: paul.Ellis@elliswealthmanagement.net 

Ashlynn Magnan

Sales & Estimating

Northlight Custom Builders, LLC

phone: (425) 463-6299 

email: ashlynn@northlightcustom.com

website: northlightcustom.com

Linkedin: linked.com/in/ashlyn-magnan

Alicia Stach-Ottenstror 

Alimay Interiors 

phone: (425) 314-6563

email: stachalicia@hotmail

website: www.alimayinteriors.com

Linkedin: linkedin.com/in/alicia-stach-ottenstror 

Additional Notes and resources have been attached below.

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 can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/

Above all, through EWM INSIGHTS we want to encourage you to:

INVEST IN WHAT YOU LOVE!®

Resources: 

Northlight Custom Builders

https://northlightcustom.com

Alimay Interiors

https://alameinteriors.com

Mukilteo Chamber of Commerce

https://mukilteochamber.org

Pinterest  

https://pinterest.com

Instagram 

https://instagram.com

of Ellis Wealth Management LLC, as he teams up with James A.

Bergeron, J.D., of Nuveen Investments for an Advanced Planning

Series.

Together they explain financial literacy and family wealth education,

providing insights and practical steps to help you navigate complex

financial areas and support your family's values.

Discover and learn how to grow and keep your assets through

practical steps - while creating a Legacy!

It has been said that it is not how much you make - it is how much

you keep.

Ellis Wealth Management and our friends at Nuveen want you to

grow and keep all that you have worked for -in finances and in Life!

So get ready as we continue our focus on the greatest investment

of all - Human Capital and The Family- and we encourage you to

Invest In What You Love!®

#FinancialLiteracy #WealthManagement

Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL!

In this special episode of EWM Insights, we visit again with Peter Boardman, Portfolio Manager and Equity Analyst with Nuveen.

We again pull back the curtain and let the public listen in on a private discussion normally exclusive to private clients of Ellis Wealth Management. 

This episode is packed with valuable information for both seasoned investors and those new to the financial markets.

Peter's extensive background in the financial industry, spanning over 30 years, has seen him work across various regions and sectors. 

His fluency in Japanese and his frequent contributions to the Nikkei newspaper and CNBC Asia make him a trusted source for insights into international markets.

We discuss the Japanese Market in a time where many are considering investment options outside of the US Market.

Peter unique insight to Japan from his own passion and professional experience is truly a treat! 

Topics Covered:

• Revisiting The Core - Satellite strategy 
• The Rise of the Nikkei
• Stock Splits and Cultural Shifts
• Japan's Debt-to-GDP
• Back to The Future - AI in the House of the Rising Sun
• Advice for the Career Minded

Note: This is personal discussion, and NOT an offer to purchase or sell insurance or investment products. 

It is Ellis Wealth Management’s expressed position that investments should be understood and discussed with an accredited financial professional before purchase. Past performance is not indicative of future performance. Investments can loose value which includes risk to principle

Additional Resources: 

Ellis Wealth Management

Paul Ellis: 425-405-7720

email: paul.Ellis@elliswealthmanagement.net 

About Peter Boardman

Peter Boardman is a portfolio manager and equity analyst at Nuveen.

Prior to this, Peter was a portfolio manager and equity analyst, at Nuveen affiliate, NWQ Investment Management Company, LLC and a portfolio manager and consumer durables analyst at affiliate, Tradewinds Global Investors, LLC. Prior to that, he was an international equity analyst at NWQ. Before joining the firm, he was a senior analyst with USAA Investment Management where he covered global automobiles, pharmaceuticals, and semiconductors. Prior to that, Peter spent 8 years as a sell-side analyst at UBS Warburg where he followed the automobile and auto parts industries in North America, Japan, and Asia. Peter started his investment career in Japan, where he worked as an analyst for close to fifteen years.

Peter graduated with a B.A. in Economics from Willamette University and an M.S. in International Management from Garvin School of International Management (Thunderbird). Peter has been highly ranked as an analyst in the surveys of Greenwich Associates, Institutional Investor magazine, and by Nihon Keizai Shimbun (Nikkei) newspaper. He is fluent in Japanese. Peter is a trusted source for information on the Japanese market and is quoted regularly in the Nikkei newspaper and also appears on CNBC Asia.

Feel free to share this episode 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 can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/

Above all, through EWM INSIGHTS we want to encourage you to:

INVEST IN WHAT YOU LOVE!®

In this edition of the podcast we sit down with the incredibly talented pianist, Karolina Tomaszewska. 

Born in Poland and currently studying in Paris, Karolina has won numerous international piano competitions and has performed at prestigious venues like Carnegie Hall. 

Karolina recalls being captivated by a Chopin concert at the age of eight, a moment that sparked her desire to create "miracles" through music.

We discuss her journey into music, the influences that shaped her career, and her new innovative app, Focus On, designed to help musicians practice more efficiently using neuroscientific research to enhance learning and retention. Features like muscle memory training and interleaved practice aim to make practice sessions more effective and enjoyable. 

The Focus On app has already shown promising results, with testers reporting significant improvements in their practice habits and performance of aspiring musicians. 

Listen as she shares her inspirations, the challenges she faced, and her desire to help young people achieve miracles - and her vision for the future of classical music!

This episode of Insights is a must-listen for anyone passionate about music and personal growth.

 Karolina Tomaszewska's success spans across Europe and reaches to the United States of America. 

Her journey continues to be a testament to the power of dedication, innovation, and the relentless pursuit of excellence!

Education:  

Currently Karolina is a student of Rena Shereshevskaya at the École normale de musique de Paris.

She also studied at the Hochschule für Musik und Tanz in Cologne with Sheila Arnold

Social Media:

Facebook: tomaszewska.karolina

Instagram: @carotomaszewska

Youtube: @camt167

The FocusOn App:

You can find more information regarding the FocusOn app and it's development at: https://gofund.me/d2f66c08

Additional Notes and resources have been attached below. 

Feel free to share this episode 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 can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/

Above all, through EWM INSIGHTS we want to encourage you to:

INVEST IN WHAT YOU LOVE!®

-----------------------------------

Awards and Recognition:

• First prize in the Luigi Zanuccoli International Piano Competition in Italy
• First prize in the Corato International Music Competition in Italy
• First prize in the Miłosz Magin International Piano Competition in Paris
• First prize in the Frascatti International Mozart Piano Competition in Italy
• Second prize in the American Protégé International Piano Competition in New York
• Third prize in the Rome "Chopin Roma" International Piano Competition
• Third prize in the Mariańskie Łaźnie International Chopin Piano Competition in the Czech Republic. 

Karolina has also won the Prix Pépite competition funded by the Ministry of Education in France. 

Karolina has taken part in festivals such as: "Chopin Open", "La Folle Journée Festival". 

As a prize winner of the International Piano Competition American Protégé she had her debut in the Carnegie Chamber Hall.

In this episode of INSIGHTs we welcomes JD Smith, the creative mind behind J. Donovan Smith Creative. This episode is a treasure for anyone interested in the intersection of creativity, business, and community service.

JD Smith's journey into the world of creative marketing services began quite unexpectedly. Initially enrolled in business management classes, JD stumbled upon an elective in design that changed the course of his career. "I got into the profession by accident... and I absolutely fell in love with it," JD shares. This passion led him to establish J. Donovan Smith Creative, a company that offers a range of services including video production, graphic design, and professional photography.

With over 30 years of experience, JD has worked on various high-profile projects, including international label development for St. Michel Wine Estates. His expertise in brand marketing has helped numerous businesses elevate their visual identity. "I've been using Photoshop since it didn't have layers," JD recalls, highlighting his long-standing commitment to mastering his craft.

But JD's contributions extend beyond the realm of business. He is deeply involved in community activities, most notably with the Everett Elks Lodge. His journey with the Elks began by chance through a wine tasting event, but it quickly evolved into involvement - and then a significant leadership role. JD currently holds the position of Loyal Knight, the second chair in the lodge's hierarchy. Emphasizing the welcoming and inclusive nature of the organization JD says, "Every time I go in there, you just feel good. It feels great being there."

The Elks Lodge, with its rich history dating back to the 19th century, is more than just a social club. It is a community-focused organization committed to various charitable initiatives. From drug awareness programs to veteran services and children's therapy, the Elks play a vital role in supporting the local community. JD proudly mentions a recent $40,000 donation to the children's hospital, showcasing the tangible impact of their efforts.

For JD, the Elks Lodge is a place where he can blend his creative skills with his passion for community service. He envisions enhancing the lodge's visibility and engagement through better communication and creative solutions. "I see ways that we can improve the way we look out in the community and for the way when people come in," he explains.

As the conversation wraps up, Paul underscores the importance of investing in what you love—a principle that JD embodies in both his professional and community endeavors. Whether you're interested in creative services, community involvement, or both, this episode offers valuable insights and inspiration.

Tune in to hear the full conversation and discover how JD Smith is making a difference, one creative project at a time.

Contact:  

JD Smith

206.551.7685 

Email:jd@jds-creative.com | 

Additional Notes and resources have been attached below. 

Feel free to share this episode 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 can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/

Above all, through EWM INSIGHTS we want to encourage you to:

INVEST IN WHAT YOU LOVE!®

-----------------------------------

Additional Resources: 

J. Donovan Smith Creative

https://jds-creative.com

St. Michel Wine Estates

https://smwe.com

Everett Elks Lodge #479

https://www.elks.org/lodges/home.cfm?LodgeNumber=479

Elks Lodge

https://elks.org

In this special edition podcast we discuss one of the greatest investments a man can make - The Investment of Fatherhood.

Originally posted in The Lynnwood Times in June of 2021.

We trust this episode will inspire you this father's day weekend and highlight the amazing, and eternal, results of your commitment to your greatest treasure - Family!

Additional Notes and resources have been attached below.

Feel free to share this episode 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 can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/

Above all, through EWM INSIGHTS we want to encourage you to:

INVEST IN WHAT YOU LOVE!®

-----------------------------------

Original post: The Lynnwood Times - https://lynnwoodtimes.com/2021/06/20/the-investment-of-fatherhood/

Join us for a heartfelt conversation with Jim Tinsley, a 

local, seasoned, expert real estate agent - and a real life community hero in Snohomish County, who also serves as the president of the Mukilteo Chamber of Commerce Board of Directors, and is a passionate community advocate. 

Jim shares his insight - offering a candid look at the current real estate landscape. He also highlights the shifts and trends where people are moving - and why the emotional aspect of buying a home is less important than patience and facts.

Jim shares the strategies that drive today's real estate decisions, the impact of interest rates on buying and selling homes, and the importance of knowing your 'why' in life's big moves.

Beyond his real estate expertise, Jim shares his passion for youth sports, and his mission to tackle child hunger through the local non-profit Packs for Kids program. 

This episode is an inspiring blend of business savvy and heartfelt community investment through service!

Contact:

Jim Tinsley 

The Agency NW 

Phone: 206-351-7669

Email: https://soldbyjimtinsley.com/

Additional Notes and resources have been attached below.

Feel free to share this episode 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 can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/

Above all, through EWM INSIGHTS we want to encourage you to:

INVEST IN WHAT YOU LOVE!®

-----------------------------------

Mukilteo Chamber of Commerce

https://mukilteochamber.org/

Snohomish County

https://snohomishcountywa.gov/

Packs for Kids

https://packsforkidswa.com/

Mukilteo Little League

https://www.mukilteolittleleague.com/

Kamiak High School

https://www.mukilteoschools.org/kamiak

Mariner High School

https://www.mukilteoschools.org/mariner

The Sandlot (Movie) 1993

https://www.imdb.com/title/tt0108037/

In this episode we share a personal message for Mother's Day!

We hope it encourages mother's 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 a similar path of learning.

It is our desire that 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 can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or

the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/

Above all, through EWM INSIGHTS we want to encourage you to:

INVEST IN WHAT YOU LOVE!®

-----------------------------------

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 can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/

Above all, through EWM INSIGHTS we want to encourage you to:

INVEST IN WHAT YOU LOVE!®

-----------------------------------

In this episode we speak with Kevin Plumacher, Owner of LeBlanc Floors and Interiors in beautiful Mukilteo, Washington!

Kevin's love for craftsmanship, history and artistry has guided him through his career and community involvement.

Kevin brings over 24 years of his wealth of knowledge and passion for carpentry and design to Mukilteo and Snohomish County.

In this episode we discuss the value of history, the importance of an expanded education that includes wood shop and vocational technical training, and the opportunities ahead for the next generation.

We also explore the empowerment of "living in your design" through asking the right questions, proper selection, design and professional guidance - and the lasting satisfaction of a desired project's completion, whether new construction or a planned remodel, with your own Signature Style.

Kevin's insights truly transcend the floor to the frame in which we live our lives!

Kevin is community oriented and is an active member of the Mukilteo Chamber of Commerce.

Contact:

Kevin Plumacher, Owner, LeBlanc Floors and Interiors

425-776-6974

LinkedIn:

https://www.linkedin.com/in/kevin-plumacher-3a347b11/

Instagram:

leblanc_floors_and_interiors

Websites:

https://www.leblancfloors.com/

Other Mentions:

Sno-Isle Tech Skills Center: https://snoisletech.com/

South Seattle College Wood Technology Center: https://

woodtech.seattlecentral.edu/

Movie: "Mr. Blandings Builds His Dream House" (1948) starring

Cary Grant, Myrna Loy, Melvin Douglas and Louise Beavers.

We trust 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.

Subscribe and listen to podcast EWM INSIGHTS - where we celebrate HUMAN CAPITAL.

EWM Insights is available on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://

elliswealthmanagement.net/podcasts/

Above all, through EWM INSIGHTS we want to encourage you to INVEST IN WHAT YOU LOVE!®

Feel free to share this episode with those in your circle who are on a similar path of learning.

In this podcast Monica Rodgers and Michael Gilbraith, Service Team Leads for Ellis Wealth Management join Paul to share their thoughts, and a Special Holiday Christmas Message!

Wherever you are this season, we wish you and yours a very Merry Christmas, and a New Year filled with blessings!

Thank you for the opportunity to serve and share with you throughout this year - and we look forward to continuing our relationship in the years to come!

Subscribe and listen to podcast EWM INSIGHTS - where we celebrate HUMAN CAPITAL.

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.

EWM Insights is available on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/

Above all, through EWM INSIGHTS we want to encourage you to:

INVEST IN WHAT YOU LOVE!®

IT IS WITH GREAT PLEASURE THAT WE CONTINUE:

THE FAMILY WEALTH PODCAST SERIES.

With with Special Guests James A. Bergeron, J.D. and Brian Bere.

It’s been said:

“It’s Not How Much You Make, It’s How Much You Keep”

Join me and my colleagues, James A. Bergeron, J.D. and Brian Bere at Nuveen Investments, for a podcast series that focuses sharing important Family Wealth Management information that is designed to help you, and your family, become stronger and more independent. 

Jim is an attorney and Advisor Education Consultant in the Global Learning and Development group where he and the team focus on developing and delivering intellectual capital designed to help wealth management firms and advisory practices evolve - and enhance their relationships with clients.

Jim is a graduate of Augsburg University in Minneapolis with degrees in Economics and Political Science and later received his Law Degree from Vanderbilt University in Nashville, TN. Jim currently serves on theNorthern Regional Council for the American Cancer Society.

Brian is an Internal Advisor Consultant with Nuveen, and a graduate of Miami University.

Ellis Wealth Management and our friends at Nuveen want you to grow and keep all that you have worked for - in Finances and in Life! 

Session 6: "We Make a Life By What We Give!"

SESSION 6 TOPICS:

• What We Have Learned
• Last Minute Objective Planning
• Putting it All Together !

Get Ready as we continue our focus on the greatest investment of all

- Human Capital and The Family!

“Invest in What You Love!”® ❤️⚜️

-----------------------------------

Feel free to share this message with those in your circle who are on a similar path of learning. 

Session # 5 can be heard here:

https://player.captivate.fm/episode/174f6759-7f38-45a4-955e-df3eedbc6723

Session # 5 Topics include:

• The Legal Ladder
• Planning for 2024 and Beyond 
• Putting Your Signature to Your Legacy 
• Thankfulness for a Life Invested 

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 can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/

Above all, through EWM INSIGHTS we want to encourage you to:

INVEST IN WHAT YOU LOVE!®

EWM INSIGHTS - Family Wealth Series with special Special Guests James Bergeron, J.D., and Brian Beré

I am pleased to announce that my friends at Nuveen Investments are joining us for a series sharing very important Financial and Wealth Management information that is sure to help your family become stronger and more independent. 

The Family Wealth Series is focused on Financial Literacy and Family Wealth Education designed to provide you with insight AND practical action steps to help you navigate vital, yet complex, areas , and family values that are truly important to your long term success! 

I am joined by my colleagues James A. Bergeron, J.D. and Brian Bere.

Jim is an Advisor Education Consultant in the Global Learning and Development group where he and the team focus on developing and delivering intellectual capital designed to help wealth management firms and advisory practices evolve - and enhance their relationships with clients.

And Brian is an Internal Advisor Consultant with Nuveen.

It has been said:

" It is not how much you make - it is how much you keep." 

This pertains not only to assets one has accumulated , but to knowledge as well.

Ellis Wealth Management and our friends at Nuveen want you to grow and keep all that you have worked for - in finances and in Life! 

So get ready as we continue our focus on the greatest investment of all - Human Capital and The Family- as we continue to encourage you - and share with you practical advice - to Invest In What You Love !! 

Episode 5:

 "Putting Your Signature to Your Legacy" 

SESSION 5 TOPICS:

• The Legal Ladder
• Planning for 2024 and Beyond 
• Putting Your Signature to Your Legacy 
• Thankfulness for a Life Invested 

Get Ready as we continue our focus on the greatest investment of all

- Human Capital and The Family!

“Invest in What You Love!”® ❤️⚜️

Additional Resources Below:

-----------------------------------

Feel free to share this message with those in your circle who are on a similar path of learning. 

Previous Session #4 Preparing The Family to Succeed into Wealth 

Can be heard here:

https://player.captivate.fm/episode/cae7b20f-4612-4865-b6a4-b8162f0e07db

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 can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/

Above all, through EWM INSIGHTS we want to encourage you to:

INVEST IN WHAT YOU LOVE!®

Additional Resources: Research Links 

Family Wealth Series 10 Questions Journal 

Nuveen, Family Wealth Education Curriculum 

Martindale-Hubble Database of Legal Professionals : www.martindale.com

The American College of Trust and Estate Councel: ACTEC.ORG

In this edition podcast we sit down with Cy Aleman.

EWM INSIGHTS with special Special Guest Cy Aleman, CFP®

In this episode of Insights CY Aleman is our guest.

We discuss Cy's unique journey from being Second Team Pac-10 All Academic WR for the Oregon Ducks to eventually being part of the electrifying team that ranked the #2 team in in College Football, to today leading a winning financial support team for Amundi Asset Management that spans the Northwest, Alaska, Montana and Idaho assisting Independent financial advisors and Bank Groups. 

As a Senior Vice President at for Amundi Asset Management, Cy is responsible for establishing and maintaining relationships with financial professionals and helping grow their practice. 

 Cy's has a passion for helping his clients with both business and personal development, creating high level engagements that are on the cutting edge of the industry standard. 

What Cy enjoys the most about his work is building long-term authentic relationships with the outstanding professionals in his territory and helping them break through to new levels of excellence. 

"I also have a passion for finding an edge… Standing on the edge and feeling the fear and working through it. It’s the only place I have been able to find true growth in my life." 

-Cy Aleman

Topics Covered:

• First Down and a Lifetime to Go 
• Not Making the Cut 
• Breaking Through 
• The Value of Mentorship 
• I Am Enough 

Note: This is personal life story discussion, and NOT an offer to purchase or sell insurance or investment products. 

It is Ellis Wealth Management’s expressed position that investments should be understood and discussed with an accredited financial professional before purchase. Past performance is not indicative of future performance. Investments can loose value which includes risk to principle

Additional Resources: 

Ellis Wealth Management

Paul Ellis: 425-405-7720

email: paul.Ellis@elliswealthmanagement.net 

Cy Aleman, CFP

Email: cy.aleman@amundi.com

Feel free to share this episode 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 can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/

Above all, through EWM INSIGHTS we want to encourage you to:

INVEST IN WHAT YOU LOVE!®

-----------------------------------

IT IS WITH GREAT PLEASURE THAT WE CONTINUE:

THE FAMILY WEALTH PODCAST SERIES.

With with Special Guests James A. Bergeron, J.D. and Brian Beré.

It’s been said:

“It’s Not How Much You Make, It’s How Much You Keep”

Join me and my colleagues, James A. Bergeron, J.D. and Brian Bere at Nuveen Investments, for a podcast series that focuses sharing important Family Wealth Management information that is designed to help you, and your family, become stronger and more independent. 

Jim is an attorney and Advisor Education Consultant in the Global Learning and Development group where he and the team focus on developing and delivering intellectual capital designed to help wealth management firms and advisory practices evolve - and enhance their relationships with clients.

Jim is a graduate of Augsburg University in Minneapolis with degrees in Economics and Political Science and later received his Law Degree from Vanderbilt University in Nashville, TN. Jim currently serves on theNorthern Regional Council for the American Cancer Society.

Brian is an Internal Advisor Consultant with Nuveen, and a graduate of Miami University.

Ellis Wealth Management and our friends at Nuveen want you to grow and keep all that you have worked for - in Finances and in Life! 

SESSION 4 TOPICS:

• Preparing The Family to Succeed "Well Into The Wealth"
• Connecting Education to Life's Application
• Financial Intelligence
• Intentional Intelligence
• Stewardship and Wealth Education 
• Using the 10 Questions
• Practical Steps and Action Items !

Get Ready as we continue our focus on the greatest investment of all

- Human Capital and The Family!

“Invest in What You Love!”® ❤️⚜️

-----------------------------------

Feel free to share this message with those in your circle who are on a similar path of learning. 

The Previous Session #3 can be heard here: https://player.captivate.fm/episode/95564775-0e80-4a64-8154-c3f649e7518f

Previous Session # 3 Topics include:

• Creating the Family Value Compass
• The Family Value Statement
• How to Construct Governance
• The Path to Legacy
• 10 Questions

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 can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/

Above all, through EWM INSIGHTS we want to encourage you to:

INVEST IN WHAT YOU LOVE!®

Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL!

In this special episode of EWM Insights, Portfolio Manager and Equity Analyst, Peter Boardman is our guest.

We pull back the curtain and let the public listen in on a private discussion normally exclusive to private clients of Ellis Wealth Management. 

We discuss the complexity and attraction to the Japanese Market in a time where many are considering investment options outside of the US Market.

Peter Boardman shares his unique insight to Japan from his own passion and life experiences - as well as his professional career. 

Topics Covered:

• Lessons to be Learned from the History of the Nikkei
• Demographics in the Land of the Rising Sun
• The 4 R's of Japan
• Japan's Birthrate and the Effect on the Economy 
• Will Political Tensions with China move Japanese jobs elsewhere in in Asia or Mexico 

Note: This is personal life story and discussion, and NOT an offer to purchase or sell insurance or investment products. 

It is Ellis Wealth Management’s expressed position that investments should be understood and discussed with an accredited financial professional before purchase. Past performance is not indicative of future performance. Investments can loose value which includes risk to principle

Additional Resources: 

Ellis Wealth Management

Paul Ellis: 425-405-7720

email: paul.Ellis@elliswealthmanagement.net 

About Peter Boardman

Peter Boardman is a portfolio manager and equity analyst at Nuveen.

Prior to this, Peter was a portfolio manager and equity analyst, at Nuveen affiliate, NWQ Investment Management Company, LLC and a portfolio manager and consumer durables analyst at affiliate, Tradewinds Global Investors, LLC. Prior to that, he was an international equity analyst at NWQ. Before joining the firm, he was a senior analyst with USAA Investment Management where he covered global automobiles, pharmaceuticals, and semiconductors. Prior to that, Peter spent 8 years as a sell-side analyst at UBS Warburg where he followed the automobile and auto parts industries in North America, Japan, and Asia. Peter started his investment career in Japan, where he worked as an analyst for close to fifteen years.

Peter graduated with a B.A. in Economics from Willamette University and an M.S. in International Management from Garvin School of International Management (Thunderbird). Peter has been highly ranked as an analyst in the surveys of Greenwich Associates, Institutional Investor magazine, and by Nihon Keizai Shimbun (Nikkei) newspaper. He is fluent in Japanese. Peter is a trusted source for information on the Japanese market and is quoted regularly in the Nikkei newspaper and also appears on CNBC Asia.

Feel free to share this episode 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 can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/

Above all, through EWM INSIGHTS we want to encourage you to:

INVEST IN WHAT YOU LOVE!®

IT IS WITH GREAT PLEASURE THAT WE CONTINUE:

THE FAMILY WEALTH PODCAST SERIES.

With with Special Guests James A. Bergeron, J.D. and Brian Bere.

It’s been said:

“It’s Not How Much You Make, It’s How Much You Keep”

Join me and my colleagues, James A. Bergeron, J.D. and Brian Bere at Nuveen Investments, for a podcast series that focuses sharing important Family Wealth Management information that is designed to help you, and your family, become stronger and more independent. 

Jim is an attorney and Advisor Education Consultant in the Global Learning and Development group where he and the team focus on developing and delivering intellectual capital designed to help wealth management firms and advisory practices evolve - and enhance their relationships with clients.

Jim is a graduate of Augsburg University in Minneapolis with degrees in Economics and Political Science and later received his Law Degree from Vanderbilt University in Nashville, TN. Jim currently serves on theNorthern Regional Council for the American Cancer Society.

Brian is an Internal Advisor Consultant with Nuveen, and a graduate of Miami University.

Ellis Wealth Management and our friends at Nuveen want you to grow and keep all that you have worked for - in Finances and in Life! 

SESSION 03 TOPICS:

• Creating the Family Value Compass
• The Family Value Statement
• How to Construct Governance
• The Path to Legacy
• 10 Questions

Get Ready as we continue our focus on the greatest investment of all

- Human Capital and The Family!

“Invest in What You Love!”® ❤️⚜️

Additional Resources Below:

-----------------------------------

Feel free to share this message with those in your circle who are on a similar path of learning. 

Session #02 "The 4 Corner Documents" can be heard here:

https://player.captivate.fm/episode/195e01e4-f406-48d7-abc2-bc7748e0823a

Session # 02 Topics include:

• 4 Corner Documents
• Letters of Intent 
• Who Got What, and 
• Practical Steps and Action Items !

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 can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/

Above all, through EWM INSIGHTS we want to encourage you to:

INVEST IN WHAT YOU LOVE!®

Additional Resources:

• 10 Family Wealth Compass Questions - Journal.pdf - 10 Family Wealth Compass Questions - Journal
• Nuveen Family Wealth Education Curriculum.pdf

Family Wealth Series 10 Questions Journal

Nuveen, Family Wealth Education Curriculum

IT IS WITH GREAT PLEASURE THAT WE CONTINUE:

THE FAMILY WEALTH PODCAST SERIES.

With with Special Guests James A. Bergeron, J.D. and Brian Bere.

It’s been said:

“It’s Not How Much You Make, It’s How Much You Keep”

Join me and my colleagues, James A. Bergeron, J.D. and Brian Bere at Nuveen Investments, for a podcast series that focuses sharing important Family Wealth Management information that is designed to help you, and your family, become stronger and more independent. 

Jim is an attorney and Advisor Education Consultant in the Global Learning and Development group where he and the team focus on developing and delivering intellectual capital designed to help wealth management firms and advisory practices evolve - and enhance their relationships with clients.

Jim is a graduate of Augsburg University in Minneapolis with degrees in Economics and Political Science and later received his Law Degree from Vanderbilt University in Nashville, TN. Jim currently serves on theNorthern Regional Council for the American Cancer Society.

Brian is an Internal Advisor Consultant with Nuveen, and a graduate of Miami University.

Ellis Wealth Management and our friends at Nuveen want you to grow and keep all that you have worked for - in Finances and in Life! 

TOPICS INCLUDE:

What is Wealth

What is Legacy

4 Corner Documents

Building a Family GPS

How to Educate Family Members

The Legal Ladder

Thankfulness for A Life Invested

with Practical Steps and Action Items !

So Get Ready as we continue our focus on the greatest investment of all

- Human Capital and The Family!

“Invest in What You Love!”®

-----------------------------------

Feel free to share this message 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 can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/

Above all, through EWM INSIGHTS we want to encourage you to:

INVEST IN WHAT YOU LOVE!®

-----------------------------------

IT IS WITH GREAT PLEASURE THAT WE CONTINUE:

THE FAMILY WEALTH PODCAST SERIES.

With with Special Guests James A. Bergeron, J.D. and Brian Bere.

It’s been said:

“It’s Not How Much You Make, It’s How Much You Keep”

Join me and my colleagues, James A. Bergeron, J.D. and Brian Bere at Nuveen Investments, for a podcast series that focuses sharing important Family Wealth Management information that is designed to help you, and your family, become stronger and more independent. 

Jim is an attorney and Advisor Education Consultant in the Global Learning and Development group where he and the team focus on developing and delivering intellectual capital designed to help wealth management firms and advisory practices evolve - and enhance their relationships with clients.

Jim is a graduate of Augsburg University in Minneapolis with degrees in Economics and Political Science and later received his Law Degree from Vanderbilt University in Nashville, TN. Jim currently serves on theNorthern Regional Council for the American Cancer Society.

Brian is an Internal Advisor Consultant with Nuveen, and a graduate of Miami University.

Ellis Wealth Management and our friends at Nuveen want you to grow and keep all that you have worked for - in Finances and in Life! 

SESSION II TOPICS:

4 Corner Documents

Letters of Intent 

Who Got What, and 

Practical Steps and Action Items !

Get Ready as we continue our focus on the greatest investment of all

- Human Capital and The Family!

“Invest in What You Love!”® ❤️⚜️

-----------------------------------

Feel free to share this message with those in your circle who are on a similar path of learning. 

Session #1 can be heard here:

https://player.captivate.fm/episode/d5c91701-d63d-42be-885a-5b128f717ad6

Session #1 Topics include:

Introduction 

What is Wealth

What is Legacy 

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 can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/

Above all, through EWM INSIGHTS we want to encourage you to:

INVEST IN WHAT YOU LOVE!®

-----------------------------------

IT IS WITH GREAT PLEASURE THAT WE CONTINUE:

THE FAMILY WEALTH PODCAST SERIES.

With with Special Guests James A. Bergeron, J.D. and Brian Bere.

It’s been said:

“It’s Not How Much You Make, It’s How Much You Keep”

Join me and my colleagues, James A. Bergeron, J.D. and Brian Bere at Nuveen Investments, for a podcast series that focuses sharing important Family Wealth Management information that is designed to help you, and your family, become stronger and more independent. 

Jim is an attorney and Advisor Education Consultant in the Global Learning and Development group where he and the team focus on developing and delivering intellectual capital designed to help wealth management firms and advisory practices evolve - and enhance their relationships with clients.

Jim is a graduate of Augsburg University in Minneapolis with degrees in Economics and Political Science and later received his Law Degree from Vanderbilt University in Nashville, TN. Jim currently serves on theNorthern Regional Council for the American Cancer Society.

Brian is an Internal Advisor Consultant with Nuveen, and a graduate of Miami University.

Ellis Wealth Management and our friends at Nuveen want you to grow and keep all that you have worked for - in Finances and in Life! 

TOPICS INCLUDE:

What is Wealth

What is Legacy

4 Corner Documents

Building a Family GPS

How to Educate Family Members

The Legal Ladder

Thankfulness for A Life Invested

with Practical Steps and Action Items !

So Get Ready as we continue our focus on the greatest investment of all

- Human Capital and The Family!

“Invest in What You Love!”®

-----------------------------------

Feel free to share this message 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 can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/

Above all, through EWM INSIGHTS we want to encourage you to:

INVEST IN WHAT YOU LOVE!®

-----------------------------------

EWM INSIGHTS - Family Wealth Series with special Special Guests James Bergeron, J.D., and Brian Beré

Announcing The Family Wealth Series!

With with Special Guests James A. Bergeron, J.D. and Brian Beré

It has been said,

“It’s Not How Much You Make, It’s How Much You Keep”

Join me and my colleagues James A. Bergeron, J.D. and Brian Beré from Nuveen Investments, for a podcast series that focuses on valuable Family Wealth Management information, designed to help you, and your family,  become stronger and more independent. 

FAMILY WEALTH SERIES

EPISODE 1:

WHAT IS WEALTH AND LEGACY?

In this episode of the Family Wealth Series we begin our journey by discussing the importance of asking self-reflective questions about the various meanings of “Wealth” and “Legacy.”

Understanding these clean, meaningful definitions can lead to purposeful action towards one’s intended success. 

Jim Bergeron is an attorney and Advisor Education Consultant in the Global Learning and Development group where he and the team focus on developing and delivering intellectual capital designed to help wealth management firms and advisory practices evolve  - and enhance their relationships with clients.

A graduate of Augsburg University in Minneapolis with degrees in Economics and Political Science, Jim later received his Law Degree from Vanderbilt University in Nashville, TN. Jim currently serves on the Northern Regional Council for the American Cancer Society.

Brian Beré is an Internal Advisor Consultant with Nuveen, and a graduate of Miami University.

Ellis Wealth Management, and our friends at Nuveen, want you to grow and keep all that you have worked for in Finances and in Life! 

EPISODE 1 TOPICS INCLUDE:

What is Wealth

What is Legacy

The 3 Components of Wealth

What does Legacy Require

What are We Given

The Middle Years

The 4 Corner Documents

Get Ready

…as we continue our focus on the greatest investment of all

- Human Capital and The Family!

“Invest in What You Love!”®

Feel free to share this information with those in your circle who are on a similar path of learning and inspiration.

Note: This is an educational discussion and NOT an offer to purchase or sell insurance or investment products. 

It is Ellis Wealth Management’s expressed position that investments should be understood and discussed with an accredited financial professional before purchase. Past performance is not indicative of future performance. Investments can lose value which includes risk to principle.

Additional Resources: 

Ellis Wealth Management

Paul Ellis: 425-405-7720

email: paul.Ellis@elliswealthmanagement.net 

Additional Notes and resources have been attached below.

Feel free to share this episode 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 can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/

Above all, through EWM INSIGHTS we want to encourage you to:

INVEST IN WHAT YOU LOVE!®

-----------------------------------

IT IS WITH GREAT PLEASURE THAT I AM INTRODUCING:

THE FAMILY WEALTH PODCAST SERIES.

MONTHLY STARTING MID JULY !!!

With with Special Guests James A. Bergeron, J.D. and Brian Bere.

It’s been said:

“It’s Not How Much You Make, It’s How Much You Keep”

Join me and my colleagues, James A. Bergeron, J.D. and Brian Bere at Nuveen Investments, for a podcast series that focuses sharing important Family Wealth Management information that is designed to help you, and your family, become stronger and more independent. 

Jim is an attorney and Advisor Education Consultant in the Global Learning and Development group where he and the team focus on developing and delivering intellectual capital designed to help wealth management firms and advisory practices evolve - and enhance their relationships with clients.

Jim is a graduate of Augsburg University in Minneapolis with degrees in Economics and Political Science and later received his Law Degree from Vanderbilt University in Nashville, TN. Jim currently serves on theNorthern Regional Council for the American Cancer Society.

Brian is an Internal Advisor Consultant with Nuveen, and a graduate of Miami University.

Ellis Wealth Management and our friends at Nuveen want you to grow and keep all that you have worked for - in Finances and in Life! 

TOPICS INCLUDE:

What is Wealth

What is Legacy

4 Corner Documents

Building a Family GPS

How to Educate Family Members

The Legal Ladder

Thankfulness for A Life Invested

with Practical Steps and Action Items !

So Get Ready as we continue our focus on the greatest investment of all

- Human Capital and The Family!

“Invest in What You Love!”®

-----------------------------------

Feel free to share this episode 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 can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/

Above all, through EWM INSIGHTS we want to encourage you to:

INVEST IN WHAT YOU LOVE!®

-----------------------------------

In this episode by special request we replay a podcast dedicated to Fathers.

We trust this episode will inspire you this father's day weekend and highlight the amazing, and eternal, results of your commitment to your greatest treasure - Family!

Feel free to share this episode 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 can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/

Above all, through EWM INSIGHTS we want to encourage you to:

INVEST IN WHAT YOU LOVE!®

Originally posted in The Lynnwood Times in 2021 Post: https://lynnwoodtimes.com/2021/06/20/the-investment-of-fatherhood/

In this episode we share a personal message for Mother's Day!

We hope it encourages mother's 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 a similar path of learning.

It is our desire that 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 can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or

the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/

Above all, through EWM INSIGHTS we want to encourage you to:

INVEST IN WHAT YOU LOVE!®

-----------------------------------

Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL!

In this episode of Insights Robb Stottlemyer is our guest.

We discuss the importance of reviewing life insurance, question if life insurance still relevant, why life insurance matters, and the many ways it can be used to help achieve both life and estate goals. 

Note: This is an educational discussion and NOT an offer to purchase or sell insurance or investment products. 

It is Ellis Wealth Management’s expressed position that investments should be understood and discussed with an accredited financial professional before purchase. Past performance is not indicative of future performance. Investments can loose value which includes risk to principle. 

SUBJECT: 

Have You Outrun Your Insurance?  

[ The Importance of Reviews]

Topics Covered:

Why Life Insurance Matters

Why Review Insurance?

Why Have Insurance?

What’s New on the Horizon?

Case Studies 

Additional Resources: 

Ellis Wealth Management

Paul Ellis: 425-405-7720

email: paul.Ellis@elliswealthmanagement.net 

Duncan Advisors Resources

Robb Stottlemyer, Director of Life Brokerage Sales email: robb.stottlemeyer@duncanar.com 

Feel free to share this episode 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 can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/

Above all, through EWM INSIGHTS we want to encourage you to:

INVEST IN WHAT YOU LOVE!®

-----------------------------------

Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Ellis Wealth Management is a separate entity from Cambridge. 

In this episode we speak with Adrian Ramirez, Chief Chef and Owner of Red Cork Bistro and Tequeria Puebla restaurants in beautiful Mukilteo, Washington!

Adrian Ramirez moved to Mukilteo at age 10 and has been in the restaurant business since the age of 17. His first taste of the culinary world was in May 1999 as a dishwasher at Harbor Pointe Golf Club. Within a year he became a line cook, which ignited his passion for the kitchen.

He attended Sno-Isle tech school and quickly discovered his place was in-fact in the kitchen. After graduating from Kamiak High School, he dedicated himself to cooking; working at two separate jobs as line cooks–Harbor Pointe Golf Club and the upscale Amici Bistro.

In 2004, he became Harbor Pointe Golf Club’s Sous Chef. In 2007, he became their Executive Chef. Throughout his career Adrian has earned many awards. He was Manager of the Month 5 times. He was chosen out of 35 managers, spanning 9 properties. He also was awarded most notably fiscal manager of the year for 2014.

Adrian brings his wealth of knowledge and passion for the kitchen providing high quality cuisine to Mukilteo.

Adrian is very community oriented and actively participates in local events and fundraisers when time permits.

Contact:

Instagram: 

@redcorkbistromukilteo

@taqueriapuebla-wa

Websites: 

Red Cork Bistro: https://www.redcorkbistro.com/

Tequera Puebla: https://www.taqueriapueblawa.com/

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. 

Subscribe and listen to podcast EWM INSIGHTS - where we celebrate HUMAN CAPITAL. 

EWM Insights is available on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/ 

Above all, through EWM INSIGHTS we want to encourage you to: INVEST IN WHAT YOU LOVE!® 

Feel free to share this episode 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 can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/ 

Above all, through EWM INSIGHTS we want to encourage you to: INVEST IN WHAT YOU LOVE!® 

Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL!

In this episode we discuss seeking and learning from others, connecting OUR dots, building on prior success and exploring OUR potential, with Jamie L. Scheppers.

Jamie’s journey has included Ballet, Web Communications, World Travel to VP of Administrations N.H. Scheppers Distributing Company.

Jamie discusses the indispensable value of family, and the impact that mentors and coaches from her ballet teacher, Lisa Wolfsberger to world-renown Trainer, CEO and New York Times Best Selling Author Tim Grover and Co Author Shari Wenk have had on her life. 

She also reveals the reason for her decision to leave the successful family business, and continue her desire to invest in herself through her new business - as Owner and Artist of JL Scheppers Jewelry and Encaustic! 

Jamie’s story is encouraging, enlightening- and thought provoking!

- Enjoy!! 

Check out Jamie’s creations at https://jlscheppersart.com/ 

Jamie L. Scheppers: 

Owner/ Artist , JL Scheppers Jewelry and Encaustic

VP of Administrations N.H. Scheppers Distributing Company 

Education: 

Northwestern University  

BSJ, Journalism and Asian Studies

MSJ, Magazine Publishing and Business Reporting 

University of Missouri-Columbia, 

Educational Leadership and Policy Analysis, Higher and Continuing Education

Institute for Culinary Education 

Culinary Arts 

Contact: 

Instagram: https://www.instagram.com/jlscheppersart/

Facebook: https://www.facebook.com/JLScheppersArt

Linkedin: https://www.linkedin.com/in/jscheppers/

Website: https://jlscheppersart.com/

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.

EWM Insights is available on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/

Above all, through EWM INSIGHTS we want to encourage you to:

INVEST IN WHAT YOU LOVE!®

In this podcast we share with our listening audience a special Holiday Christmas Message!

Joining us today is Monica Rodgers, Service Team Lead for Ellis Wealth Management. 

Wherever you are this season, we wish you and yours a very Merry Christmas and a New Year filled with blessings!

Thank you for the opportunity to serve and share with you throughout this year - and we look forward to continuing our relationship in the years to come! 

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.

Subscribe and listen to podcast EWM INSIGHTS - where we celebrate HUMAN CAPITAL.

EWM Insights is available on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/

Above all, through EWM INSIGHTS we want to encourage you to:

INVEST IN WHAT YOU LOVE!®

In this edition podcast we listen to a private conversation with Sarah Baldwin, Portfolio Manager and COO of Longboard Asset Management. 

At Ellis Wealth Management we champion human capital - surround and support it planning, coaching and professional investment management. 

Clients of EWM also receive access to private content and information. 

In this podcast we pull back the curtain and share a Private Client podcast conversation with Sarah Baldwin, COO and Portfolio Manager with Longboard Asset Management. Sarah discusses today’s market environment and concerns including:  

• Inflation
• The Possibility of a Federal Reserve Pivot
• What Should Be the Mindset for Investors In these Challenging Times. 

Longboard Asset Management is an alternative asset manager, specializing in strategic asset allocation. 

Sarah Baldwin’s Bio: 

COO and Portfolio Manager , Longboard Asset Management 

Education: 

University of Connecticut

Bachelors degree, Economics and Political Science

2002-2006

Contact: 

Twitter: @sarahebaldwin

Linkedin: https://www.linkedin.com/in/sarahebaldwin/

Websites: https://longboardfunds.com/

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.

Subscribe and listen to podcast EWM INSIGHTS - where we celebrate HUMAN CAPITAL.

EWM Insights is available on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/

Above all, through EWM INSIGHTS we want to encourage you to:

INVEST IN WHAT YOU LOVE!®



Feel free to share this episode 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 can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/

Above all, through EWM INSIGHTS we want to encourage you to:

INVEST IN WHAT YOU LOVE!®

-----------------------------------

Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL!

In this special episode of Insights Joy Stepper is our guest. 

Joy Stepper shares her mental health journey from childhood into adulthood. Joy recounts a childhood where her emotional challenges were often misdiagnosed leading to frustration and misunderstanding. As a teenager these frustrations intensified with misdiagnosis and medications.

 Eventually Autism Spectrum Disorder was found to be the culprit. 

With the right diagnosis, a loving family, and the help of specialized and qualified therapy, guidance and personal frameworks were provided for personal empowerment and longterm success. 

Joy also discusses what parents and family members can do to better understand the mental health needs of a child. 

With candor and humor Joy concludes by sharing her interests , and how she looks forward to her future.

We hope you enjoy this very special show! 

Feel free to share this episode 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 can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/

Above all, through EWM INSIGHTS we want to encourage you to:

INVEST IN WHAT YOU LOVE!®

-----------------------------------

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 can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/

Above all, through EWM INSIGHTS we want to encourage you to:

INVEST IN WHAT YOU LOVE!®

EWM Insights with special Special Guest Officer Mario Lotmore, Owner and Publisher of the Lynnwood Times

Welcome to Insights!

In this episode of Insights Mario Lotmore is our guest. 

Mario Lotmore, Owner and Publisher of the Lynnwood Times, returns to share his insights regarding the importance of unbiased local news reporting, investigative reporting, highlighting public engagement, and why making a difference in the world around us can begin in our own backyard. 

We also discuss local citizens who have created valuable programs empowering people in our community such as:

• Red Tail Hawks Flying Club
• Project Girl 
• Nic’s Barbershop
• Cuts with Cops
• Cops and Barbers
• Leadership Launch 
• Lead the Way 

These local stories and more can be found in the Lynnwood Times at:

 https://lynnwoodtimes.com/

The Lynnwood Times has recently been nominated for multiple journalistic awards at Washington Newspaper Publishers Association’s (WNPA) 135th annual Convention this October! 

Born in the Bahamas, Mario Lotmore emigrated to the United States in 1995 with just a suitcase. 

Mario attended Embry-Riddle Aeronautical University and The University of Central Florida where he majored in Industrial Engineering 

Upon graduation Mario worked for various defense contractors including Lockheed Martin, Triumph Aerospace, GKN, and Boeing. 

In 2018 Mario ran for Washington State Senate for District 21.

As a candidate he personally met thousands of households while canvasing the cities of Edmonds, Lynnwood, and Mukilteo. 

It was during these intimate meetings and gatherings that Mario recognized the need for a local independent news publication. 

The Lynwood Times was launched in April of 2019. 

Follow the Lynnwood Times at:

Website: www.lynwoodtimes.com

Social Media:

Twitter: @LynnwoodTimes 

Facebook: https://www.facebook.com/LynnwoodTimes/ 

Instagram: @LynnwoodTimes

TruthSocial: @LynnwoodTimes

Mario Lotmore can be reached at:  publisher@lynnwoodtimes.com

If you have a story or news tip please email:

editorial@lynnwoodtimes.com 

Feel free to share this episode 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 can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/

Above all, through EWM INSIGHTS we want to encourage you to:

INVEST IN WHAT YOU LOVE!®

-----------------------------------

In this episode of Insights Officer Jacob Hubby is our guest. 

A multi tour Marine veteran, Officer Jacob Hubby returns to share his insights regarding community engagement and ways citizens, parents and families can stay safe in our dynamic times. 

We also discuss the Dolan Report, the challenges law enforcement face, and how we can better understand the the role of today’s police officer and help achieve a more collaborative partnership of service. 

SUBJECT: 

EWM Insights with special Special Guest Officer Jacob Hubby - Keeping Families Safe - Part 2.

Topics Covered:

Understanding the Police Officer’s Role 

Safety Matters

The Dolan Report 

Communication is Key

Additional Resources: 

Ellis Wealth Management:

Paul Ellis: 425-405-7720

email: paul.ellis@elliswealthmanagement.net 

Websites and Apps for Parental Concern:

https://www.wisemindmentalhealththerapy.com/post/websites-and-apps-you-should-be-blocking-on-your-kids-phones

THE DOLAN REPORT 

DOLAN CONSULTING GROUP

The Dolan Consulting Group LLC is an organization of

public policy experts who address issues related to public

service organizations, such as law enforcement agencies,

corrections agencies, fire departments, emergency medical

services, hospitals, and school districts. We provide services

such as assessments, training, and research with the goal

of improving the operations and outputs of these agencies

through evidence-based solutions.

Dolan Consulting Group Harry P. Dolan, President and

CEO 2840 Plaza Place, Suite 325 Raleigh, NC 27612

info@DolanConsultingGroup.com

EWM Insights with special Special Guest Officer Jacob Hubby - Keeping Families Safe - Part 1. 

In this episode of Insights Officer Jacob Hubby is our guest. 

A multi tour Marine veteran, Officer Jacob Hubby returns to share his insights regarding community engagement and ways citizens, parents and families can stay safe in our dynamic times. 

We also discuss the Dolan Report, the challenges law enforcement face, and how we can better understand the the role of today’s police officer and help achieve a more collaborative partnership of service. 

SUBJECT: 

EWM Insights with special Special Guest Officer Jacob Hubby - Keeping Families Safe - Part 1.

Topics Covered:

Understanding the Police Officer’s Role 

Communication is Key

Safety Matters

The Dolan Report 

Additional Resources: 

Ellis Wealth Management:

Paul Ellis: 425-405-7720

email: paul.ellis@elliswealthmanagement.net 

The Dolan Report 

"DISPELLING THE MYTHS SURROUNDING POLICE USE OF LETHAL FORCE" - Richard R. Johnson, PHD

https://www.dropbox.com/s/6nq3idh62jav9c9/Dispelling%20Myths%20Dolan%20Report%202016.pdf?dl=0

DOLAN CONSULTING GROUP

The Dolan Consulting Group LLC is an organization of

public policy experts who address issues related to public

service organizations, such as law enforcement agencies,

corrections agencies, fire departments, emergency medical

services, hospitals, and school districts. We provide services

such as assessments, training, and research with the goal

of improving the operations and outputs of these agencies

through evidence-based solutions.

Dolan Consulting Group Harry P. Dolan, President and

CEO 2840 Plaza Place, Suite 325 Raleigh, NC 27612

info@DolanConsultingGroup.com

Feel free to share this episode 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 can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/

Above all, through EWM INSIGHTS we want to encourage you to:

INVEST IN WHAT YOU LOVE!®

-----------------------------------

In this episode of Insights Robb Stottlemyer is our guest.

We also discuss the many facets of Life Insurance and the many ways it can be used to help achieve both life and estate goals.

Note: This is an educational discussion and NOT an offer to purchase or sell insurance or

investment products.

It is Ellis Wealth Management’s expressed position that investments should be understood and

discussed with an accredited financial professional before purchase. Past performance is not

indicative of future performance. Investments can loose value which includes risk to principle.

SUBJECT:

Life Insurance - An Overlooked Multi-Tool

Topics Covered:


Why Life Insurance Matters


What are different reasons and for Life Insurance? What’s the Best

Time to Review Insurance ? What’s New on the Horizon?


Case Studies

Additional Resources:

Ellis Wealth Management:


Paul Ellis: 425-405-7720


email: paul.Ellis@elliswealthmanagement.net

Duncan Advisors Resources


Robb Stottlemeyer, Director of Life Brokerage Sales email:

robb.stottlemeyer@duncanar.com

Feel free to share this episode 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 can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/

Above all, through EWM INSIGHTS we want to encourage you to:

INVEST IN WHAT YOU LOVE!®

-----------------------------------

In this special edition podcast we discuss one of the greatest investments a man can make - The Investment of Fatherhood.

Originally posted in The Lynnwood Times, the statistics have been updated for 2022.

We trust this episode will inspire you this father's day weekend and highlight the amazing, and eternal, results of your commitment to your greatest treasure - Family!

Additional Notes and resources have been attached below.

Feel free to share this episode 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 can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/

Above all, through EWM INSIGHTS we want to encourage you to:

INVEST IN WHAT YOU LOVE!®

-----------------------------------

Original post: The Lynnwood Times - https://lynnwoodtimes.com/2021/06/20/the-investment-of-fatherhood/

In this episode we share a personal message for Mother's Day!

We hope it encourages mother's 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 a similar path of learning.

It is our desire that 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 can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/

Above all, through EWM INSIGHTS we want to encourage you to:

INVEST IN WHAT YOU LOVE!®

-----------------------------------

Today we sit down with Joanne Foreman, President of Pure Impact.

Joanne shares how we can live "Back 9 Strong" finding and living our purpose filled life as a WILD leader.

Drawing on her insights as a Women's Touring LPGA Player, Professional Golf Coach, Performance Coach for Corporate and Elite Athletes and Nutrition Expert, Joanne explains the power within WHOLE INTENTIONAL LEADER DEVELOPMENT - and how it can work for you!

Bio: President, Peak Performance Coach for Elite Athletes, Corporate Athletes, Executives and Coaches

Certified Facilitator/WiLD Leader Toolkit

LPGA Class A Teaching Professional

US Senior Women's Open 2021

WWGA Western Junior Championship- 1980 - Champion

Stanford Intercollegiate Invitational - 1980- Champion

Mexican Amateur Championship -1982 - Runner -up

Pac 10 Championship ,1983- Champion

All -American 1983

US Amateur Championship - 1983- Champion

US Curtis Cup Team Member-1984 - Muirfield, Scotland - Champions

Women's Western Amateur Championship -1984- Champion

LPGA Qualifying School -Sectional -1984- Tied for 1st

LPGA Qualifying School -Finals- 1984- Tied for 5th

Education: Stanford University, BA Human Biology, Pre-Med/ Sports Medicine

Contact Information:

Linkedin: linkedin.com/in/joanneforeman

Email: joanne@pureimpact.net

Other:

Wild Leaders: https://www.wildleaders.org/

Wild Tool Kit: https://www.wildleaders.org/the-wild-toolkit

Feel free to share this episode 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 can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/

Above all, through EWM INSIGHTS we want to encourage you to:

INVEST IN WHAT YOU LOVE!®

In this special edition podcast 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 became a Hollywood movie entitled “We Were Soldiers”, starring Mel Gibson and Sam Elliott, for which it was nominated for 5 awards.

Hal Moore’s awards include:

The Distinguished Service Cross

Army Distinguished Service Medal

Legion of Merit

Bronze Star Medal with “V” Device

Purple Heart

Air Medal , and

The West Point Graduate Organization’s 2003 Distinguished Graduate Award

Leader, Instructor, Mentor, Author; Hal Moore exemplified a life of purpose and passion.

Additional Notes and resources have been attached below.

Feel free to share this episode 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 can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/

Above all, through EWM INSIGHTS we want to encourage you to:

INVEST IN WHAT YOU LOVE!®

------------------------------------

The Mansions of The Lord

United States Military Academy Glee Club

To fallen soldiers let us sing

Where no rockets fly nor bullets wing

Our broken brothers let us bring

To the mansions of The Lord

No more bleeding, no more fight

No prayers pleading through the night

Just divine embrace, eternal light

In the mansions of The Lord

Where no mothers cry

And no children weep

We shall stand and guard through the angels sleep

While through the ages safely keep

The mansions of The Lord

Songwriters: Nick Glennie Smith / Randall Wallace

The Mansions of the Lord lyrics © Songs Of Wheelhouse

Book: "We Were Soldiers Once ... and Young" available at Amazon and Other fine bookstores

Movie: "We Were Soldiers" - IMDB Information: https://www.imdb.com/title/tt0277434/?ref_=nv_sr_srsg_0

Memorial Day Letter to America’s Youth

By Lt. Gen. Hal Moore on May 26, 2011

https://americanprofile.com/articles/memorial-day-letter-to-americas-youth/

Greatest stated accomplishment: Someone once asked him, "General, what do you consider your most important accomplishment?" Now, of course, you are asking this question of someone nearly 95 years old, with somewhat of a resume.

"What is your most important accomplishment?" He replied, "It hasn’t happened yet. My most important accomplishment will be when I cross that line at St. Peter’s gate and meet my God and my [wife] Julie."

-Army Times, https://www.armytimes.com/news/your-army/2017/02/19/remembering-lt-gen-hal-moore-read-the-moving-eulogy-delivered-by-his-eldest-son/

An experienced Senior leader with a demonstrated history of developing successful teams built around the fundamentals of empathetic leadership, technical expertise, and effective risk management, Jason shares his insights that can be used to create the winning culture needed in today’s environment.

A graduate of the University of Texas, Bachelor’s of Music / Music Education programs, Navy ROTC scholarship recipient, and member of the University of Texas Longhorn Band - Jason discusses how his diverse and unique path and vision of leadership has provided a platform to make a difference amongst men and women in the US Naval Submarine Fleet.

Jason Pittman

Contact Information:

Linkedin: https://www.linkedin.com/in/jason-pittman-6015a2b/

Instagram: @slntdeep

Reading List Mentioned

The Book of Five Rings, by Miyamoto Musashi

Talking to Strangers, by Malcolm Gladwell

Born and raised in Belgium, Séverine moved to Cancun, México in 1999.

She is the co-founder of the “Peace starts at Home” movement and has supported various projects in benefit of personal development such as “21 days of faith in action” and “Network for Human Empowerment”.

Séverine has participated as a lecturer for La Salle University in Cancún and as a speaker at different events that promote the development of women and responsible communication. She has also been a guest on various Radio and Television shows throughout Mexico to speak about these topics.

As Parent Talk Trainer of Trainers, Séverine teaches the Parent Talk System to promote Responsible Communication in Parenting and has integrated and adapted the 21 techniques from the Parent Talk System in a variety of courses she has created to help companies implement Effective Communication Strategies.

She has also been trained as a Transcendental Rebirthing and Futuring Facilitator by Ivonne Delaflor and is implementing the Sacred Principles of TR and Futuring techniques in all her teachings.

Séverine is the creator of the High-Achieving Parents Program and Podcast, to serve highly driven professionals that also happen to be parents. Her focus is set on helping them find clarity, create structure, and establish effective communication in all aspects of their life, so that they can find fulfillment both as successful professionals and as parents.

Séverine Naessens

Contact Information:

Linkedin: https://www.linkedin.com/in/severinenaessens/

Instagram: @coachseverinenaessens

@parentalklatam

Facebook: https://www.facebook.com/CoachSeverineNaessens/

https://www.facebook.com/ParentTalkLatam/

Websites: https://www.severinenaessens.com

https://www.highachievingparents.com

Advisors, Enterprise Liason and Securities Principal registered through

Cambridge Investment Research.

A financial veteran with 17 years of experience, Andrew oversees two major

areas: Field Development and Supervision. In the area of Field Development

Andrew works directly with advisor relationships to grow and on-board

additional independent financial services practices; and through Supervision

maintains oversight oversight in their daily compliance.

Andrew also is directly involved with helping producers through the transition

process and and ensure their on-boarding is successful.

A sports enthusiast , he has recently found great interest in the Grand Prix

motor events.

Andrew J. Evans, MBA

Contact Information:

Linkedin: linkedin.com/in/andrewjevans

Email: AEvans@TAGAdvisors.us

Twitter: AndrewJohnEvans

She has been named to the Top 100 Visionaries of Healthcare. Her passion for Community and empowerment has inspired the City of Houston to perennially name August 8th as Champions Club Day!

Elva Trevino

Contact Information:

eMail: info@championsclub.global

Instagram: Champions_Club_

Howard is an experienced executive in the world of asset management.

He has a passion for the magic of compounding and is fascinated by its power to transform health, wealth and happiness.

Howard grew up in London, England and now lives in Scottsdale, Arizona.

Contact Information:

Linkedin: linkedin.com/in/howard-fraser

Gmail: howardfraser88@gmail.com

Website: thehowardfraser.com

Investment Research, Inc. She is also a Mindset Coach for Women in

Leadership.

Valarie is currently leading efforts at Cambridge in Fiduciary Services, and is a

member of the Growth Leadership Committee.

In this episode of INSIGHTS we discuss Valarie's path, aspiration and passion

for developing women in leadership. We also discuss the unique platform and

purpose of Cambridge Investment Research.

Valarie Vest joined Cambridge in 2018 and has over 20 years of experience in

the financial services industry. Vest is responsible for the collaborative

oversight, development, and support of the Fiduciary Services department.

Prior to joining Cambridge, she held leadership roles in relationship

management and retirement and investment product marketing at Principal

Financial Group.

Valarie earned a Bachelor of Arts degree in economics from the

University of Washington and completed additional coursework at Strayer

University and Rutgers Center for Innovation Education. Additionally, she holds

the FINRA Series 7, 24, and 66 licenses.

Strategic Business Leader ~ Mindset Coach for Women Leaders ~ Innovative

Thinker ~ Constant Learner ~ Community Builder

Valarie Vest

Contact Information:

LinkedIn: linkedin.com/in/valvest

eMail: val@valarievest.com

Twitter: VestVal

Alma Mater:

University of Washington

EWM Private Client Insights

SUBJECT: UPDATE Washington State - The Long Term Care Trust Act.

There is a small window of opportunity for Washington State residents to

apply for an exemption from the premium tax.

Washington State Legislators have passed a bill to create and publicly

fund, through mandatory payroll tax deductions, an insurance program

aimed at providing basic Long Term Care benefits.

Special Guest: Robb Stottlemyer , Duncan Advisor Resources, Director of Life Brokerage Sales

Topics Covered:

• What is Washington State Long Term Care Trust Act?
• How Much is the Premium Tax?
• What Does It Cover?
• When Does It Begin?
• Can You Opt Out?
• Steps You Should Consider Taking Next ...

Additional Resources:

Ellis Wealth Management

Paul Ellis, President and Managing Director

phone: 425-405-7720

email: paul.ellis@elliswealthmanagement.net

Duncan Advisors Resources

Robb Stottlemyer, Director of Life Brokerage Sales

phone: 724-279-4049

email: robb.stottlemeyer@duncanar.com

Lydia started her professional journey in the corporate world and due to her strong leadership skills, and coaching style, she built a successful long term career with multiple opportunities. With over 12 years of leadership and coaching experiences, she specializes in personal development, and driving strong performance. 

By continuing to invest in self-development, working with top coaches like Tim Grover, trainer of Michael Jordan, Kobe and many iconic athletes, Lydia recognized the importance of mindset in action, and discovered her passion for entrepreneurship. 

Today, Lydia is known as the Limitless Mindset Coach with a mission to empower other ambitious entrepreneurs worldwide to elevate and dominate their space.  

Lydia helps her clients manage overwhelm and burnout to gain laser focus and the killer confidence it takes to attain top results in her 90 Days to Decision One-On-One Program.

Lydia Lukic Contact Information:

Website: www.meetlydia.com

Email: lydia@limitlesswithlydia.com

LinkedIn: www.linkedin.com/in/lydialukic

Book

1 Habit ™ For Entrepreneurial Success - International #1 Best Seller :

https://www.1habit.com/author/lydialukic/

University with a degree in marketing before earning her M.B.A. . She then

a post baccalaureate in Visual Communications. With a passion for

problem solving and cutting through the clutter, Kandace spent the first half

of her career focusing on product marketing, communication, and special

events, specifically within large corporations including Verizon Wireless.

After making several trans-continental moves, Kandace returned to the

PNW and made the transition into higher education where she developed

and marketed new and innovative graduate programs, helped colleges with

communications and fundraising, and created prospecting tools for the