A Wealth Of Knowledge Podcast
Towerpoint Wealth, LLC represents a unique model in the wealth management industry—a boutique independent financial planning firm who has a *legal fiduciary* responsibility to you, acting in your best interests 100% of the time. With more than 110 years of combined experience, we offer exceptional knowledge, planning, and service that has earned the appreciation, loyalty, and trust of our clients. Helping you remove the hassle of properly coordinating your financial affairs, so you can live a happier life and enjoy retirement. Click here to go to A Wealth of Knowledge Podcast.
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Navigating the 2024 Tax Season: Your Top 6 Questions, Answered! Season 2, Episode 1
Welcome to the Season 2 premiere of “A Wealth of Knowledge,” where we’re plunging into the depths of wealth management to equip you with indispensable guidance and expertise for safeguarding your financial future. Based in Sacramento, California, Towerpoint Wealth transcends the conventional role of a wealth management firm – we’re your unwavering financial allies. Renowned as industry […]
Why T-Bills May Be Better than CDs! Season 1, Episode 5
Dive Deeper: Treasury Bills vs. Certificates of Deposit in an all new episode of @twrpointwealth “A Wealth of Knowledge” Podcast – Join President Joseph and special guest advisor @jlattt in this episode as they dissect the nuances of Treasury bills (T-bills) and Certificates of Deposit (CDs), helping you navigate the best choice for conservative investors.Discover the robust advantages T-bills offer, from […]
Reducing the Necessary Evils of Investing: Expenses and Taxes Season 1, Episode 4
In this episode, our President, Joseph Eschleman, CIMA®, and our Director of Tax and Financial Planning, Steve Pitchford, CPA, CFP®, as they unravel the complexities of managing and reducing the “necessary evils” of investing: expenses and income taxes. Join us as we share valuable insights and practical strategies to empower you as an investor. Discover how to take […]
9 Tax Strategies Real Estate Investors Wish They Had Known Season 1, Episode 3
In this episode Megan Miller and Joseoh Eschleman talk about the 9 tax strategies real estate investors must know. As Towerpoint Wealth’s President and founder, Joseph provides customized financial planning and strategic wealth management counsel. In building an impressive 21 year career, he continues to help a select group of successful individuals, business owners and […]
Real estate market in Sacramento Season 1, Episode 2
My what a difference 18 months makes! Do you own real estate in the greater Sacramento area? Recently bought a home here? Or, just thinking about buying or selling real estate in the City of Trees? The Sacramento real estate market today is markedly different than the spring of 2020, and certainly not white hot. […]
Economy in Recession? Season 1, Episode 1
Economy in Recession? Five specific strategies to help you recession proof your portfolio Is the United States economy on the verge of slipping into a recession? Or is the exact opposite happening – is the economy continuing to recover, and is more robust than it is getting credit for? Are we looking towards an economy […]
