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Episode 51 – Life’s Best Investments Aren’t Financial

Cobblestone Capital Advisors
Cobblestone Capital Advisors
Episode 51 - Life's Best Investments Aren't Financial
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Gabe and Jesse explore the world of travel with Kim Greulich, owner of KG Travel Club. As a travel expert, Kim guides listeners through enhancing travel experiences beyond conventional methods. The discussion covers the importance of travel as an investment in personal growth and family bonding, exploring lesser-known destinations, and smart budget management. Additionally, Kim shares insights on the benefits of using travel insurance and optimizing credit card points. Listeners are encouraged to prioritize experiential and transformative travel over visiting typical tourist spots, integrating cultural understanding and connection into their journeys.

Key Takeaways:

  • How can travel be viewed as an investment in personal growth and happiness?
  • What are some of the most popular, yet underrated, travel destinations today?
  • How can travelers effectively budget without compromising on unique and enriching experiences?

 

Key Timestamps:

(00:00) – The Value of Travel as an Investment

(08:12) – Exploring Unique Travel Destinations

(10:55) – Budgeting and Luxury in Travel

(21:46) – The Role of Travel Insurance

(24:13) – Maximizing Travel Points and Rewards

(27:20) – Do’s and Don’ts of Travel

(30:16) – Jesse and Gabe’s Memorable Travel Experiences

 

Key Topics Discussed:

The Trusted Partner, Cobblestone Capital Advisors, Jesse Cramer, Gabe Chodak, Rochester New York, financial planning, investment management, travel

 

Mentions:

Website: https://www.kgtravelclub.com/

LinkedIn: https://www.linkedin.com/in/kimberly-greulich-9a6b257

Mentions: Die With Zero, Tablet Hotels

 

More of The Trusted Partner:

Website: https://cobblestonecap.com/the-trusted-partner-podcast/

 

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.

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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.