The Sojourn Wealth Management Podcast

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.
 

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.

In this episode of the Sojourn Wealth Management Podcast, Jeff interviews Corey on another area of the firm's expertise: Athletics!

In this episode of the Sojourn Wealth Management Podcast, Corey interviews Jeff on his background in education and how that has guided his expertise in financial planning. Hear the team unpack how they serve one of their areas of expertise: Teachers!

In this podcast, the SWM team discusses current events and reviews 2025. This episode was prompted by questions from clients and non-clients wondering how advisors are thinking through the volatility of the last few months. Enjoying the podcast? Please like, subscribe, and share with your friends! Want to get to know the team? Visit their website at http://www.sojournwealthmanagement.com to get in touch today.
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Sojourn Wealth Management, LLC is not affiliated with Kestra IS or Kestra AS.

In this episode, Corey and Jeff discuss the development of the modern day retirement plans.

In this episode, Jeff, Corey, and Andrew discuss the value of working with a financial advisor. Through reviewing various studies, investor behaviors, and client experiences, the team outlines the tangible impact an advisor has on a client's outcomes.
 
If you enjoyed the episode, please like and subscribe! Want to get to know the team? Visit their website at http://www.sojournwealthmanagement.com to get in touch today.
 
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Sojourn Wealth Management, LLC is not affiliated with Kestra IS or Kestra AS.

Andrew, Corey, and Jeff sit down to discuss the launch of Sojourn Wealth Management, the goals for the firm, and the journey thus far. 
 
If you enjoyed the episode, please like and subscribe! Want to get to know the team? Visit their website at http://www.sojournwealthmanagement.com to get in touch today.
 
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Sojourn Wealth Management, LLC is not affiliated with Kestra IS or Kestra AS.