Podcast: Obermeyer Wood's Dollars and Sense - Episode Three
In this episode, we talk about investing: what it is and how we can get started.
In this episode, we talk about investing: what it is and how we can get started.
In this episode, we introduce a few methods on how to create a budget that works for you and how we can reframe our view on budgeting.
Obermeyer Wood’s Dollars and Sense podcast provides young adults with foundational personal finance discussions intended to educate and empower the next generation.
At Obermeyer Wood, we enjoy helping our clients feel supported and informed on a host of issues and decisions related to their financial lives. Health care, and senior care, in particular, is a topic of importance when it comes to financial planning. So whether clients are beginning to contemplate their own senior care living options or helping a family member begin this process, it can be beneficial to know where to start and what are the right questions to ask of providers. That is why we were excited to host Sara Shvartzman, MSW from CarePatrol of Denver, for our October virtual event, "Tips for Navigating Senior Care." Watch the event recording below to learn more about senior care options in Colorado.
In our third quarter 2021 investment outlook, Wally Obermeyer discusses why it is so important to stay steady and focused on the long-run. While Wally anticipates some near-term market volatility, he explains that volatility is normal and emphasizes the need to keep a balanced view when it comes to investing. Wally thanks you for letting us manage your “stored labor” and for your continued partnership with everyone at Obermeyer Wood.
Michael Townsend, the Managing Director of Legislative and Regulatory Affairs at Charles Schwab & Co. and host of the WashingtonWise Investor podcast, joined us to discuss the latest developments in Washington around infrastructure legislation, taxes, deficits, debt, and bills aimed at big tech. With lawmakers getting ready to return from the August congressional recess with an overflowing "to-do" list, Michael highlighted the issues and legislation that investors should be watching closely. Watch the video below to see the entire event, including the audience Q&A.