Wealth Strategies Unleashed
Wealth Strategies Unleashed turns complex money decisions into clear, actionable steps to help you build, protect, and enjoy your wealth, brought to you by Concenture Wealth Management. https://concenturewealth.com/
The information contained herein is intended to be used for educational purposes only and is not exhaustive. Diversification and/or any strategy that may be discussed does not guarantee against investment losses but are intended to help manage risk and return. If applicable, historical discussions and/or opinions are not predictive of future events. The content is presented in good faith and has been drawn from sources believed to be reliable. The content is not intended to be legal, tax or financial advice. Please consult a legal, tax or financial professional for information specific to your individual situation. This work is powered by Concenture Wealth Management.
Registered Representative of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Concenture Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.
Episodes
82 episodes
5 Signs You’re Doing Well Financially
In this episode of Wealth Strategies Unleashed, Robert Gilliland & Karen Heider break down 5 ...
•
Episode 84
•
14:30
The 4 Levels of Retirement
Retirement is a series of stages. In this episode of Wealth Strategies Unleashed, Robert Gilliland &
•
Episode 83
•
21:53
3 Myths About Retirement
In this episode, Robert Gilliland & Karen Heider tackle 3 of the biggest retirement myths, an...
•
Episode 82
•
16:38
The Wealth Killer No One Talks About
Bad investments get a lot of attention. But the truth is, it’s usually the smaller, everyday financial mistakes that quietly cost people far more over time. In this episode, R...
•
Episode 81
•
13:07
Proof You Can Buy Time
Robert Gilliland is joined by Concenture Wealth Management’s Chief Investment Officer, Mike Alexander, to e...
•
Episode 80
•
22:13
7 Things To Avoid In Your 50s & 60s
Robert Gilliland & Karen Heider share lessons drawn from client conversations about the 3-leg...
•
Episode 79
•
16:30
What Time Of Year Should You Retire?
The best time to retire is personal, but choosing your date with intention can have a major impact on your finances, healthcare, and emotional well-being. In this episode of Wealth Strategies Unleashed,
•
Episode 78
•
18:35
Is Bitcoin Like the Early Internet? (ft. Mary Ann Bartels)
Cryptocurrency isn’t just about Bitcoin anymore. In this episode of Wealth Strategies Unleashed, Robert Gilliland & Sanctuary Wealth’s Chief Investment Strategist
•
Episode 77
•
18:37
Here's What The Happiest Retirees Do
This episode of Wealth Strategies Unleashed is all about enhancing your retirement lifestyle beyond the spreadsheets.
•
Episode 76
•
11:37
The Most Common Regrets I Hear From Retirees
Robert Gilliland and Karen Heider unpack the 5 biggest non-financial retirement regrets, from los...
•
Episode 75
•
16:28
Value vs. Growth Stocks: Which Is For You? (ft. Mike Alexander)
Robert Gilliland, CRPC™ and Mike Alexander, CIMA® explain what you need to know about the differences between growth and value stocks and investing.
•
Episode 74
•
18:04
Where is Crypto & Blockchain Leading Us? (ft. Mary Ann Bartels)
Robert Gilliland, CRPC™ & Wall Street Legend Mary Ann Bartels dive into the future of cryptocurrency and blockchain in 2025. They explore the evolving landscape of digital finance, the security and functionality of blockchain, and the gener...
•
Episode 73
•
37:15
The Way You Invest is Shifting (ft. Adam Malamed)
Join Robert Gilliland, CRPC™ & Adam Malamed, CEO of Sanctuary Wealth, as they explore the shifts and advancements in the wealth management industry. Adam shares his 30-year experience in wealth management, emphasizing the importance of the ...
•
Episode 72
•
20:48
Wealth Management is Changing? (ft. Adam Malamed)
Robert Gilliland & Adam Malamed, CEO of Sanctuary Wealth, explore the future of modern wealth management. They discuss how AI is reshaping the industry, the democratization of family office services, and the increasing importance of client-...
•
Episode 71
•
22:07
Can You Save Too Much for Retirement?
Robert Gilliland and Mike Alexander tackle the question: Can you save too much for retirement? Hear crucial discussions about balancing your nest egg, the impact of inflation and healthcare costs has on you, and the importance of continuous fin...
•
Episode 70
•
14:07
Can You Live Big on a Small Budget?
Discover how to enjoy a luxurious lifestyle without overspending through smart planning, budgeting strategies, and leveraging technology with Robert Gilliland, CRPC™, and Karen Heider, CRPC™, CDFA®.
•
Episode 69
•
17:03
Warning Signs in the Markets? (ft. Mary Ann Bartels)
This week, we’re joined once again by Mary Ann Bartels, Chief Investment Strategist at Sanctuary Wealth and Wall Street legend. Mary Ann & Robert Gilliland dive into the key risks and challenges facing the markets in 2025, including inflati...
•
Episode 68
•
34:49
Wall Street Legend on Preparing for 2025 Markets (ft. Mary Ann Bartels)
This week we welcome Mary Ann Bartels, Chief Investment Strategist at Sanctuary Wealth & recipient of the 2024 Wealth Management Industry Award for RIA Thought Leader of the Year. She'll discuss her economic outlook for 2025, emphasizing th...
•
Episode 67
•
41:50
Debunking the 4% Rule
Join Senior Advisors Robert Gilliland and Karen Heider on the limitations of the traditional 4% rule for retirement planning. Learn why it may not be sufficient in today's financial landscape due to factors like inflation and market volatility....
•
Episode 66
•
26:24
Use These Financial Goals For 2025
Our senior advisors Robert Gilliland and Karen Heider cover essential financial planning tips to kickstart 2025. Learn how to review and adjust your financial goals, manage retirement contributions, and organize your tax situation. Get insights...
•
Episode 65
•
19:00
Holiday Secrets to Financial Freedom
Welcome to a specially festive episode of Wealth Strategies Unleashed with Robert Gilliland & Karen Heider discussing tax-free gifting limits, 529 plans, securing a family legacy, and ways to teach financial literacy to the next generation....
•
Episode 64
•
22:34
Know the Risk to Maximize Your Reward: Investing for 2025
Our senior advisors Karen Heider and Mike Alexander discuss key investment strategies to manage risk and reward going into 2025. Learn how about diversification, dollar cost averaging, and rebalancing portfolios to prepare for economic uncertai...
•
Episode 63
•
21:00
Tax-Efficient Strategies Can Save Money?
Robert Gilliland and Mike Alexander cover key tax strategies to tackle before year-end. They’ll walk you through important topics like HSAs, FSAs, 401k contributions, RMDs, charitable giving, donor-advised funds, and tax-loss harvesting. Plus, ...
•
Episode 62
•
18:01
Why Gratitude Leads to Financial Success
Robert Gilliland and Karen Heider explore how practicing gratitude can transform long-term financial decisions. Sharing personal stories — like the journey of saving for a house and the joy of achieving that goal — they highlight how gratitude ...
•
Episode 61
•
19:20
Market Trends After Trump's Election Win?
Robert Gilliland and Mike Alexander analyze the impact of the recent election on various market sectors. They discuss the performance of financials, energy, consumer discretionary, healthcare, and other sectors in light of the election results....
•
Episode 60
•
24:20