Jesse and Gabe sit down with Chris Mooney, Cobblestone’s Managing Director of Business Development, to discuss the most important and impactful questions we hear from our clients. Topics include:
– Our best tips for individuals to begin their financial conversations
– The power of a financial to-do list
– The single best question Gabe and Chris hear in their conversations
– Simple personal finance organization tips
– Thinking long-term with your finances and financial relationships
– Actionable advice for you to use in 2023
Disclosure: Information presented in this podcast is not intended to be nor should be construed as individualized investment advice. All content is of a general nature and solely for educational, informational and illustrative purposes. Investments in securities are not insured, protected or guaranteed and may result in loss of income and/or principal. Opinions of unaffiliated third-parties may not represent those of Cobblestone Capital Advisors or its employees.