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Professional Cellist to Advisor with Benjamin Westney, CFP®, MBA
Manage episode 447447572 series 3461765
Konten disediakan oleh Meredith Wegerdt and Harbor Capital. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Meredith Wegerdt and Harbor Capital atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
On this episode of The Active Advisor podcast, host Bryan Moore chats with Benjamin Westney, SVP of Wealth Management at World Investment Advisors.
Join them as they discuss:
- Key considerations for investors transitioning to retirement.
- Thinking beyond the short-term news cycle.
- Challenges on the horizon for the retirement space.
- Benjamin’s take on active management.
Benjamin provides wealth management and financial planning services to his clients, helping guide them through the crucial steps and choices they face to bring their goals into reality. He lives in San Antonio with his wife, Stephanie, and three boys and a dog. After a fun and exciting career as a professional cellist, he turned his attention to helping others create a vision for their future and make smart decisions with their finances. He enjoys spending time with his family, exercising, cooking, volunteering in the community, and playing cello for the touring Broadway shows at the Majestic Theater. Benjamin’s areas of focus include financial planning for all life stages, retirement goal setting and income planning, investment management and portfolio design, and 401k participant education.
Harbor Capital Details
- Harbor Capital Website
- Harbor Capital on LinkedIn
- Harbor Capital on Youtube
- Host Bryan Moore on LinkedIn
Guest Details
Previous guests include:
1. Frank Toth, Principle, and COO at Capital Conclusions Corporation
2. Aaron Gilman, Chief Investment Officer at IFP
1. Frank Toth, Principle, and COO at Capital Conclusions Corporation
2. Aaron Gilman, Chief Investment Officer at IFP
3. Taylor Nissi, Partner at Pleasant Street Wealth Advisors
4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors
5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors
4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors
5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors
6. Nate Lenz, CEO, and Co-Founder at Concurrent Advisors
7. Michael Collins CFA®, Founder and CEO at WinCap Financial
8. Brian Keenan CFP®, CEO and President at Keenan Financial
Check out our three most downloaded episodes:
Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation
HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP
A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors
The Active Advisor is handcrafted by our friends over at: fame.so
7. Michael Collins CFA®, Founder and CEO at WinCap Financial
8. Brian Keenan CFP®, CEO and President at Keenan Financial
Check out our three most downloaded episodes:
Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation
HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP
A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors
The Active Advisor is handcrafted by our friends over at: fame.so
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