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Cobblestone Capital Advisors
Cobblestone Capital Advisors
Episode 47 - Should Couples Combine Their Finances?
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About the show

Welcome to The Trusted Partner Podcast, where Cobblestone’s Jesse Cramer and Gabe Chodak lead entertaining conversations with experts from the fields of financial planning and investment management.

Recent Episodes

Episode 47 - Should Couples Combine Their Finances?

Episode 47 - Should Couples Combine Their Finances?

Jesse and Gabe sit down with Allison Schraf, a Senior Wealth Planner at Cobblestone Capital Advisors, to discuss the pros and cons of couples (whether married or not) combining their finances.

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Episode 46 - Smart Golf = Smart Investment Management

Episode 46 - Smart Golf = Smart Investment Management

Jesse and Gabe meet at the 9th green at 9 for a chat about golf and wealth management, and the varied similarities between the two.

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Episode 45 - Investing in Commodities - Is it Fool's Gold?

Episode 45 - Investing in Commodities - Is it Fool's Gold?

Jesse and Gabe are joined by Charlie Ruff, Cobblestone's Head of Investment Strategy & Communications, to discuss commodities investing: the good, bad, and ugly.

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Episode 44 - Should You Own International Stocks?

Episode 44 - Should You Own International Stocks?

Jesse and Gabe are joined by Jordan Millner, Cobblestone's Head of Global Equities, to discuss the merits of international stocks within a diversified portfolio.

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Episode 43 - $100,000 Per Year?! Let's Talk 529 Plans

Episode 43 - $100,000 Per Year?! Let's Talk 529 Plans

Jesse and Gabe go deep on the topic of 529 plans today, helping their listeners understand this fundamental tool in saving for college.

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Episode 42 - Running the Rochester Red Wings

Episode 42 - Running the Rochester Red Wings

Charlie Ruff and Jesse (sorry Gabe!) sit down with Dan Mason, the General Manager of the Rochester Red Wings, to talk all things Minor League Baseball.

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Episode 41 - The Compound Value of Tax Planning

Episode 41 - The Compound Value of Tax Planning

Gabe and Jesse sit down with Tobin Woodruff, a Senior Wealth Planner at Cobblestone Capital Advisors.

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Episode 40 - Hard Money Talks with Family and Friends

Episode 40 - Hard Money Talks with Family and Friends

Gabe and Jesse chat 1-on-1 about how to conduct challenging financial conversations with friends and family.

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Episode 39 - Earnings Season:  What to Watch For

Episode 39 - Earnings Season: What to Watch For

Gabe and Jesse sit down with Charlie Ruff, senior portfolio manager at Cobblestone, to discuss the details of earnings season in the stock market.

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Meet the Hosts

Jesse Cramer

Jesse serves as an Associate Relationship Manager at Cobblestone. He received an M.S. and B.S. in Mechanical Engineering from the Hajim School of Engineering at the University of Rochester. Prior to joining Cobblestone, Jesse spent 6 years working in the Electro-Optical division at L3Harris, specializing in Mechanical Analysis and Systems Engineering on satellite telescopes. In his spare time, he enjoys reading and writing about personal finance and investing. Jesse, his wife Kelly, and their rotating roster of foster dogs reside in Gates.

Gabe Chodak

Gabe serves as a Senior Relationship Manager at Cobblestone. He received an M.B.A. in Competitive Strategy from the Simon Graduate School of Business at the University of Rochester, a B.A. degree in History from the University of Rochester, and a Master of Science in Adolescence Education from the Warner School at the University of Rochester. Prior to joining Cobblestone, Gabe spent 3 years in the Advancement office at the University of Rochester, where he focused on the philanthropic efforts of the University and its athletics programs. Currently, he serves on the Board of Directors at Daystar Kids, Hillel Community Day School, and The Jewish Federation of Greater Rochester. Gabe, his wife Patricia, and their two children reside in Brighton.

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Disclosure: Unless stated otherwise, views, opinions or forecasts expressed in podcasts are exclusively those of the participants and do not necessarily reflect those of the Adviser and/or its employees.
Podcasts are distributed for informational purposes, and are not to be construed as an offer, solicitation, recommendation, or endorsement of any particular security, products, or services. Nothing in these communications is intended to be or should be construed as individualized investment advice. All content is of a general nature and solely for educational, informational and illustrative purposes.