Wealth Strategies Unleashed
Personal finance is complicated — we make it make sense. Join Concenture Wealth Management as we unpack the markets, explore wealth-building strategies, and give you the tools to take control of your financial future.
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
76 episodes
What Month Should You Retire? The Answer Might Surprise You
Is there an exact right time to retire? This week Robert & Karen break down all the factors that go into one of life’s biggest decisions. From tax efficient strategies to healthcare costs and withdrawal planning, they’ll share actionable in...
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Episode 78
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18:35
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Is Bitcoin Like the Early Internet? (ft. Mary Ann Bartels)
Curious about Bitcoin, Ethereum and cryptocurrency but feel overwhelmed by the tech talk? We’ll break down the core differences and what you need to know with Wall Street legend Mary Ann Bartels.
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Episode 77
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18:37
How to Enjoy the Retirement You Earned
Robert G. Gilliland, CRPC™ & Karen Heider, CRPC™, CDFA® are covering the often overlooked aspects of retirement planning that go beyond financial preparation. Learn how to elevate your quality of life and make the most of your retirement ye...
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Episode 76
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11:37
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5 Retirement Regrets & How to Avoid Them
This week, Robert G. Gilliland, CRPC™ & Karen Heider, CRPC™, CDFA® explore the critical aspects of retirement planning that go beyond financial concerns. They’ll discuss a few big retirement regrets they've heard over the years from clients...
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Episode 75
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16:28
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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. Understand how they perform in various economic cycles and how to balance your portfolio with t...
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Episode 74
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18:04
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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...
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Episode 73
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37:15
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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 ...
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Episode 72
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20:48
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Wealth Management is Changing?
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-...
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Episode 71
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22:07
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Can You Over-Save 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...
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Episode 70
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14:07
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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®. Get practical tips on avoiding impulse spendi...
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Episode 69
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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...
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Episode 68
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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...
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Episode 67
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41:50
Debunking the 4% Rule: 2025 Income Strategies
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....
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Episode 66
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26:24
Try 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...
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Episode 65
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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....
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Episode 64
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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...
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Episode 63
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21:00
Tax Planning Strategies to 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, ...
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Episode 62
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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 ...
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Episode 61
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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....
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Episode 60
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24:20
Post-Election Financial Outlook?
Concenture's senior advisors Robert Gilliland & Karen Heider explore the financial impact of the recent election. They'll discuss potential economic shifts, tax policy changes, regulatory updates, and future market strategies. Key topics in...
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Episode 59
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27:04
Unexpected Cash? Key Moves to Take Advantage
Discover why treating yourself like a “bill” and maintaining discipline is essential for financial freedom. In this episode of Wealth Strategies Unleashed, let's discuss how to manage unexpected windfalls like bonuses, inheritances, or raises. ...
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Episode 58
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18:02
What Trump or Harris Could Mean for Money & Markets
This week our advisors take a close look at the upcoming election and its potential impact on your finances and the markets. Each candidate brings different policies that could have significant effects on investments, savings, and the broader f...
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Episode 57
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29:01
Investor Psychology: How Emotions Drive Personal Finance
Ever felt a gut feeling about a financial decision? Or maybe you've been tempted by a hot stock tip because everyone else was doing it? In this episode, we're talking about how our emotions can play a big role in our money moves. F...
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Episode 56
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21:34