Client Portal Login
Client Portal Login

The Trusted Partner Podcast - All 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.

Listen →
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.

Listen →
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.

Listen →
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.

Listen →
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.

Listen →
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.

Listen →
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.

Listen →
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.

Listen →
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.

Listen →
Episode 38 - When Do You Need Personal or Business Insurance

Episode 38 - When Do You Need Personal or Business Insurance

Gabe and Jesse chat with Adrian Morgenstern, founder and president of Morgenstern Insurance Services, about the intricacies of personal and commercial insurance.

Listen →
Episode 37 - Reviewing '23 and Looking to '24

Episode 37 - Reviewing '23 and Looking to '24

Gabe and Jesse chat with Cobblestone CEO and Managing Partner John DiPasquale to review the year of 2023 and look at significant economic and investing questions facing us all in 2024.

Listen →
Episode 36 - Ask Us Anything (Volume #2)

Episode 36 - Ask Us Anything (Volume #2)

Gabe and Jesse answer listener questions for their second rendition of "Ask Us Anything.

Listen →
Episode 35 - When Your Loved Ones Have Alzheimer's

Episode 35 - When Your Loved Ones Have Alzheimer's

Gabe and Jesse sit down with Arlene Wilson, director of programs for the Alzheimer's Association of Rochester and the Finger Lakes, to discuss the best ways we can help friends and loved ones suffering from Alzheimer's.

Listen →
Episode 34 - Venturing into Startup Investments

Episode 34 - Venturing into Startup Investments

Gabe and Jesse sit down with David Brown, founder and managing partner at Impellent Ventures, on Episode 34 of The Trusted Partner Podcast to discuss the basics of the venture capital space, including the venture space in Western New York.

Listen →
Episode 33 - Many Paths to Portfolio Success

Episode 33 - Many Paths to Portfolio Success

Gabe and Jesse sit down with Jason Garlock, Chief Investment Officer at Cobblestone, on Episode 33 of The Trusted Partner Podcast to discuss the many paths to long-term portfolio success.

Listen →
Episode 32 - Planning Your Employee Benefits for 2024

Episode 32 - Planning Your Employee Benefits for 2024

Gabe and Jesse sit down with Erick Bond on Episode 32 of The Trusted Partner Podcast to discuss the new employee benefits landscape during "Open Enrollment" for the 2024 calendar year.

Listen →
Episode 31 - Caring for Elderly Transitions

Episode 31 - Caring for Elderly Transitions

Gabe and Jesse sit down with Karen Menachof on Episode 31 of The Trusted Partner Podcast to understand the challenges of elderly transitions.

Listen →
Episode 30 - (Life) Insuring a Great Financial Plan

Episode 30 - (Life) Insuring a Great Financial Plan

Gabe and Jesse sit down with Larry Axelrod on Episode 30 of The Trusted Partner Podcast to dive deep into the intersection of life insurance and financial planning.

Listen →
Episode 29 - Inflation, Interest Rates, and Oil Prices

Episode 29 - Inflation, Interest Rates, and Oil Prices

Charlie Ruff sits down with Gabe and Jesse on Episode 29 of The Trusted Partner Podcast to discuss some top-of-mind financial and economic topics.

Listen →
Episode 28 - Our 1-Year Anniversary Recap

Episode 28 - Our 1-Year Anniversary Recap

The Trusted Partner Podcast is turning 1 year old! To celebrate, in this episode Gabe and Jesse do a recap of the year, which includes statistics, upcoming topics, favorites, and more.

Listen →
Episode 27 - Gen Z Financial Topics

Episode 27 - Gen Z Financial Topics

Jesse and Gabe sit down with Cobblestone's younger employees to understand and answer the various financial questions they're seeing most often from their friends and peers.

Listen →
Episode 26 - Ask Us Anything Vol. 1

Episode 26 - Ask Us Anything Vol. 1

Jesse and Gabe sit down for an "ask us anything" episode, answering questions from listeners of the show just like you.

Listen →
Episode 25 - The Gift of Philanthropy

Episode 25 - The Gift of Philanthropy

Jesse and Gabe sit down with Phil Castleberry, the vice president of University Advancement at Rochester Institute of Technology, to cover the intersection of philanthropy and wealth management.

Listen →
Episode 24 - Commercial Real Estate After COVID

Episode 24 - Commercial Real Estate After COVID

Jesse and Gabe sit down with Jon Needell, president and chief investment officer of Kairos Investment Management, to discuss commercial real estate, specifically for office and retail space.

Listen →
Episode 23 - Wining Up for Summer

Episode 23 - Wining Up for Summer

Jesse and Gabe sit down with Matt Yaeger, owner of Pinnacle Wine and Liquor in Brighton, NY, to guide our listeners through a non-financial topic - the diverse world of wine and spirits.

Listen →
Episode 22 - An Alternative Way to Invest

Episode 22 - An Alternative Way to Invest

Jesse and Gabe sit down with Ryan Bynan, who serves as Alternative Investments Analyst at Cobblestone Capital Advisors, to help our listeners understand the huge and diverse world of alternative investments.

Listen →
Episode 21 - The Only Certainty in Investing

Episode 21 - The Only Certainty in Investing

Jesse and Gabe sit down with John Jennings, the President and Chief Strategist of St. Louis Trust & Family Office and author of the recently released investing book The Uncertainty Solution, to help our listeners deal with the ever-present uncertainty in the investing world.

Listen →
Episode 20 - Popular Client Conversations

Episode 20 - Popular Client Conversations

Jesse and Gabe sit down with Gina DiMonda, a Senior Relationship Manager at Cobblestone Capital Advisors, to share helpful conversations they've recently had with clients.

Listen →
Episode 19 - The Active vs. Passive Debate

Episode 19 - The Active vs. Passive Debate

Jesse and Gabe sit down with Jordan Millner, a Portfolio Manager and Senior Investment Analyst at Cobblestone Capital Advisors, to discuss active and passive investing.

Listen →
Episode 18 - Checking In on Hospitality Investments

Episode 18 - Checking In on Hospitality Investments

Jesse and Gabe sit down with Oriol Gimenez, a Managing Partner at both CPG Hospitality and Alojica, two investment management companies specializing in hospitality real estate investing.

Listen →
Episode 17 - How Investors Can Fight Cybercrime

Episode 17 - How Investors Can Fight Cybercrime

Jesse and Gabe sit down with Gary Rossi, head of the Personal Security Insights Program at Fidelity Investments. Gary is the leading cybersecurity expert at Fidelity, and widely considered a leading cybersecurity expert in the financial world. 

Listen →
Episode 16 - Major Crisis?  Don't Bank On It

Episode 16 - Major Crisis? Don't Bank On It

Jesse and Gabe sit down with Phil Pecora, president and CEO of Genesee Regional Bank in Rochester, NY. Phil shares his experience in Rochester's banking industry and sheds light on the scary banking headlines.

Listen →
Episode 15 - The Vital Business of Business Law

Episode 15 - The Vital Business of Business Law

Jesse and Gabe sit down with David Pfalzgraf and Ben Burge, attorneys and partners at Rupp Pfalzgraf in Buffalo. David and Ben share their expertise and stories from decades of corporate and business law

Listen →
Episode 14 - Because Death and Taxes are Certain

Episode 14 - Because Death and Taxes are Certain

Jesse and Gabe sit down with Nathan Berti, attorney and partner at Hodgson Russ. Nathan shares with us his expertise in trusts and estates law.

Listen →
Episode 13 - Why Bonds Are Exciting Again

Episode 13 - Why Bonds Are Exciting Again

Join Jesse and Gabe as they sit down with Charlie Ruff, CFA, a senior portfolio manager at Cobblestone Capital Advisors. Charlie, Gabe, and Jesse discuss the frequently-overlooked topic of bonds and fixed income, and why 2023 presents a unique fixed income landscape unseen in the last decade.

Listen →
Episode 12 - Wild Times in Residential Real Estate

Episode 12 - Wild Times in Residential Real Estate

Jesse and Gabe sit down with Trip Pierson, owner of Mitchell Pierson Jr. Realtors in greater Rochester. Trip specializes in residential real estate, serving buyers and sellers all over the greater Rochester region.

Listen →
Episode 11- Reviewing 2022 and Looking to 2023

Episode 11- Reviewing 2022 and Looking to 2023

Jesse and Gabe sit down with Jason Garlock, Cobblestone's Chief Investment Officer, to look back on the financial markets in 2022 and discuss what we might expect in 2023.

Listen →
Episode 10 - Questions You Should Be Asking Your Advisor

Episode 10 - Questions You Should Be Asking Your Advisor

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.

Listen →
Episode 9 - Year-End Tax Planning

Episode 9 - Year-End Tax Planning

On this episode of The Trusted Partner Podcast, Jesse and Gabe sit down with Ben Dobrzynski, CPA. Ben is a partner at Demott & Smith CPA's, in Rochester NY, where he focuses his practice on providing tax, accounting, and general business advice to individuals, closely held businesses, and seed-stage to late-stage start-up companies.

Listen →
Episode 8 - Planning a Remarkable Career

Episode 8 - Planning a Remarkable Career

Jesse and Gabe sit down with Kathleen Pringle, executive career strategist and coach, to discuss the many aspects of planning a remarkable career.

Listen →
Episode 7 - Building Your Financial Plan

Episode 7 - Building Your Financial Plan

Jesse and Gabe sit down with Allison Schraf, Wealth Planner at Cobblestone to discuss Building Your Financial Plan.

Listen →
Episode 6 - Private Investments 101

Episode 6 - Private Investments 101

Jesse and Gabe sit down with Eric Furnal, CFA, the Director of Private Investments at Cobblestone Capital.

Listen →
Episode 5 - All About Benefits

Episode 5 - All About Benefits

Today we sit down with Erick Bond, of Bond Benefits Consulting, to help all our listeners prepare for the upcoming "open enrollment" season in employee benefits.

Listen →
Episode 4 – Get the Odds in Your Favor

Episode 4 – Get the Odds in Your Favor

Today we sit down with Charlie Ruff, Senior Portfolio Manager at Cobblestone Capital Advisors.

Listen →
Episode 3 - Generational Wealth Conversations

Episode 3 - Generational Wealth Conversations

Today we sit down with Chris Mooney, Managing Director of Business Development at Cobblestone Capital Advisors.

Listen →
Episode 2 - Goals-Based Investing

Episode 2 - Goals-Based Investing

Today we sit down with Jason Garlock, Chief Investment Officer at Cobblestone Capital Advisors.

Listen →
Episode 1 - A Trusted Partner

Episode 1 - A Trusted Partner

In the first episode of The Trusted Partner Podcast, Jesse and Gabe sit down with John DiPasquale, CEO of Cobblestone Capital Advisors. We ask John to explain...

Listen →

Subscribe wherever you get your podcasts from