The Sojourn Wealth Management Podcast

Episode 25: Estate Planning

In this episode of the Sojourn Wealth Management Podcast, the team discusses estate planning and how it relates to a financial plan.

Episode 24: Investment Basics - Investment Strategies

In this episode of the Sojourn Wealth Management Podcast, the team discusses a few investment strategies. For related content, see episode 13, 14, and 23.

Episode 23: Investment Basics - Asset Allocation

In this episode of the Sojourn Wealth Management podcast, Jeff, Corey, and Andrew spend some time discussing the topic of asset allocation.

Episode 22: Investment Basics - Fees

In this episode, Jeff and Andrew discuss the varying fee structures and overall costs associated with financial planning.

Episode 21: Investment Basics - Debt Management

In this episode, Andrew, Corey, and Jeff discuss strategies to navigate debt, optimize cash flow, and ultimately increase net worth.

Episode 20: New Year Outlook and Goals

Listen in to this special episode of the Sojourn Wealth Management podcast as Corey, Andrew, and Jeff discuss what's in store for 2026.

Episode 19: Investment Basics - Alternatives

In this episode of the Sojourn Wealth Management Podcast, Andrew, Corey, and Jeff discuss the evolving landscape of alternative investing and how to strategically incorporate these asset classes into your financial plan.

Episode 18: Investment Basics - Life Insurance

In this episode of the Sojourn Wealth Management podcast, Corey, Andrew and Jeff discuss the importance of leveraging life insurance to manage risk.

Episode 17: Required Minimum Distribution

In this episode of the Sojourn Wealth Management Podcast, Andrew, Corey and Jeff review the rules surrounding Required Minimum Distributions and strategies to effectively navigate them.

Episode 16: Investment Basics - Annuities

On this unexpectedly literary episode of the Sojourn Wealth Management podcast, the team unpacks the daunting topic of annuities.