The Sojourn Wealth Management Podcast

Listen in as Andrew, Corey, and Jeff reflect on the conclusion of the second full year of Sojourn Wealth Management!

Join the team on this episode of the Sojourn Wealth Management Podcast as they check the pulse on their pre-season predictions.

In this episode, the team discusses the firm's mission statement and how that informs their practice.

Please enjoy the rerelease of Episode 2: the Value of an Advisor! While some topics of discussion, like the resolution of the 24-25 Tennessee basketball season may not have relevance in your listening now, the primary topic addressed in this episode is one worth revisiting. How can an advisor add value to your financial plan? Tune in to find out!

Listen in as Andrew, Corey, and Jeff discuss their, completely reasonable and rational, expectations for the 2026 College Football season. Go Vols!!

In this Episode, Corey, Andrew, and Jeff discuss their process for welcoming new clients to the firm!

In this episode, Andrew, Corey, and Jeff discuss a necessary discipline for financial planning: delayed gratification.

In this episode of the Sojourn Wealth Management Podcast, the team discusses different methods of budgeting and its importance for the "personal" side of personal finance.

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

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.