The Sojourn Wealth Management Podcast

Discussions about money as you go through life; you’ll never walk alone. Please like and subscribe! Want to get to know the team? Visit their website at http://www.sojournwealthmanagement.com to get in touch today.

Episodes

2 hours ago

16 min

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

Jul 3, 2026

18 min

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

Jun 12, 2026

14 min

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.

May 22, 2026

11 min

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

May 1, 2026

16 min

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.

Apr 10, 2026

12 min

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

Mar 20, 2026

14 min

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

Feb 20, 2026

22 min

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

Jan 30, 2026

31 min

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

Jan 9, 2026

30 min

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.

Copyright 2025 All rights reserved.

Podcast Powered By Podbean

Version: 20241125