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.
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Episodes
Friday Oct 31, 2025
Friday Oct 31, 2025
This special edition of the Sojourn Wealth Management celebrates the 1st anniversary of Sojourn Wealth Management. Listen in as Andrew, Corey, and Jeff reflect on the wonderful it has been!
Friday Oct 17, 2025
Friday Oct 17, 2025
In this episode of the Sojourn Wealth Management Podcast, Andrew, Corey, and Jeff walk through the basics of equities.
Friday Sep 26, 2025
Friday Sep 26, 2025
On this episode of the Sojourn Wealth Management, the team discusses fixed income securities and how they can be used to help achieve retirement goals.
Friday Sep 05, 2025
Friday Sep 05, 2025
In this episode of the Sojourn Wealth Management Podcast, the team unpacks one of the most broadly applicable topics in financial management: cash and cash equivalents.
Friday Aug 29, 2025
Friday Aug 29, 2025
On this episode of the Sojourn Wealth Management podcast, the team takes an episode to talk about the upcoming college football season!
Friday Aug 08, 2025
Friday Aug 08, 2025
In this episode of the Sojourn Wealth Management Podcast, Jeff and Corey dive into another area of expertise: Healthcare Professionals!
Friday Jul 18, 2025
Friday Jul 18, 2025
On this episode of the Sojourn Wealth Management Podcast, Corey and Andrew talk through another one of the firm's areas of expertise: Higher Education!
Friday Jun 27, 2025
Friday Jun 27, 2025
Jeff, Corey, and Andrew pick up where they left off in Episode 7 with common mistakes in asset management. In the previous episode, they largely covered the accumulation phase. In Episode 8, they discuss how to manage assets in preparation for retirement and the distribution phase, as well as how to sequence your income distributions efficiently.
Friday Jun 13, 2025
Friday Jun 13, 2025
In this episode of the Sojourn Wealth management Podcast, Jeff, Corey, and Andrew discuss the common mistakes people make when setting up, managing, and utilizing their workplace retirement accounts.
Friday May 30, 2025
Friday May 30, 2025
In this episode of the Sojourn Wealth Management Podcast, Jeff interviews Corey on another area of the firm's expertise: Athletics!