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The Trusted Partner Podcast - All Episodes

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

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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Episode 2 - Goals-Based Investing

Episode 2 - Goals-Based Investing

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

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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...

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