You’re looking for an advisor – that perfect fit: someone who gets you and your communication style, someone who will carry out your wishes and meet your family’s needs after you pass, and someone who keeps an eye on your portfolio, so you feel comfortable and confident in your investment approach quarter to quarter. Now …
Understanding the professional designations of your advice team can help truly identify how all the individual puzzle pieces work in unison to create your ideal portfolio. In this episode, Jason brings along his colleague – financial advisor Derek Williams from Cook Wealth. They talk about investment approach, specialized services, and how navigating a portfolio is …
“Fiduciary.” “Suitable.” “In clients’ best interest.” “Advisor.” Do you know what any of these words really mean to you, the client? In this episode, Jason is joined by Dave McDougall to discuss how he got his start in financial advice and where he’s landed. We uncover several things that may make you rethink your current …
Join Jason Deshayes in this engaging podcast episode as he reveals the secrets of financial planning that bring a return on investment and also elevate the quality of life. The conversation centers around balancing saving for the future and enjoying life now, making data-informed decisions, and avoiding fear-based choices. Jason emphasizes the importance of collaboration and …
In this podcast episode, Jason Deshayes, CPA/PFS, CFP®, CKA®, introduces his financial advisory firm, Cook Wealth, which integrates tax planning services, investment management, and financial planning, to help clients achieve their financial goals. In this inaugural episode, Jason stresses the importance of tax planning in financial planning, the ideal client Cook Wealth serves, and how …
How you spend your money is, in many ways, how you spend your life. So how can you generate not just a return on your investments, but a return on life? Welcome to the Own Your Wealth podcast. Whether you’re a working professional, a small business owner, or thinking about retirement, listen in as host …