Are you going through a divorce? Do you know someone who is going through a divorce? There are a lot things to think about during a divorce and there are some big mistakes people can make if they act out of emotion. Hear what Elizabeth Stephenson and Jason Deshayes have to say about navigating finances …
Do you have aging parents and kids? This video is for you. It’s the third video from our Sandwich Money series, where Mike and Sophie discuss financial considerations for adults who have aging parents while also caring for their own children. At the end, Mike asks “Is it more impactful for them [beneficiaries] to get …
Are your kids starting new jobs? Graduating college soon? Getting promoted? Do they listen to you? Do you wish there was a mutual third party to help set them up for financial success? This video is part 2 of a 3 part series called “Sandwich Money”, where Sophie and Mike discuss financial advice for adults …
Parenting is hard! Mike eases the burden a bit with some tips about money for parents with children college age and younger. This video is part 1 of a 3-part series called “Sandwich Money”, where Sophie and Mike discuss financial advice for adults who are sandwiched between raising children and caring for aging parents. Part …
Why is talking about money with your family so taboo? How can we take some of the awkwardness out of talking about money? Is it important to discuss your estate plan with your children? How much money transparency is too much? Hear what Jason Deshayes, COO and Partner, and Sophie Howell, CXO, have to say …
What is the Cook Wealth Experience Team? What is a Chief Experience Officer? How do these things help us deliver the best client and employee experience possible? Learn how the idea of the Experience Team at Cook Wealth, LLC came to be. Jason Deshayes hosts Sophie Howell on the latest episode of the Own Your …
What is Cook Wealth doing to serve clients better? How are we making sure we can serve the needs of our clients AND making sure we keep top talent on our team as we grow? Historically, the wealth management model has centered around one advisor serving one client. What happens if the advisor leaves the …
We get it—the decision to change financial advisors or CPAs isn’t an easy one. But if you’re struggling to reach your advisor, don’t see eye-to-eye on risk or investment strategies, or are ready for a deeper level of support, this awkward conversation can be a necessary one. In this episode, host Jason and special guest …
No one wants to overpay on their taxes. But if you’re not reviewing the biggest annual tax changes with your CPA or tax advisor, and adjusting your savings, contributions, and spending accordingly, you may be leaving significant savings on the table. In this episode of Own Your Wealth, host Jason sits down with Zach Carver, …
Niching down—choosing a specialty and focusing your efforts around it—can help a business grow faster, develop better services, and provide greater value to the customers it serves. But for entrepreneurs, the decision to find your niche, and stay committed to it, isn’t always an easy one. In this episode of Own Your Wealth, host Jason …