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7+4?

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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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What is 7+4?

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, Steven 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 control […]

9 Tax Strategies Real Estate Investors Wish They Had Known Season 1, Episode 3

In this episode Megan Miller and Joseph 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 […]


The Towerpoint Wealth Minute

The Towerpoint Wealth Minute is a series of 60 second radio updates done by
Towerpoint Wealth’s President, Joseph Eschleman, highlighting various
financial and economic hot button issues and current market events. Joseph worked with
Steve Garland, Senior Integrated Marketing Consultant, to ensure that the message,
as well as his cadence, pitch, tone, and pace, are on point.

Be sure to tune in to ESPN 1320, or click below listen to The Towerpoint Wealth Minute!

Joe Steve Garland ESPN 1320

Benefits Of Independence

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Advisor Fees And Expenses

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Advisor Fiduciary Obligation

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Advisor Necessary Evils

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Retirement
Income

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Uncertain World, Market
Risks, Being Disciplined

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