Blog – Illuminate Wealth Management

My guest this week is Patrick Ross, estate planning & business attorney from Ross Law Firm in Inverness, IL. I have worked with Patrick for a number of years, both on my own estate plan and with my clients and I appreciate the thorough yet personal approach Patrick takes with his clients. We recorded this episode earlier in 2021, and I am excited to share this to you now.

2 min read

From Impatient to Patient Investing

< 1 min read

January 2022 Investment Market Update

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Q3 2021 Investment Review and Outlook

3 min read

Are you worried about Evergrande?

< 1 min read

What is Inflation video

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Q2 2021 Investment Review and Outlook Video

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2020 Year-end Investment Review and Outlook

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New Team Member! Introducing Eddie Arraya

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This Is The Story Of Gary Bowyer

We have a special guest this week, Gary Bowyer, one of my partners at Illuminate Wealth Management. Gary discusses the life cycle of his financial planning business from 1986 to 2010, transitioning to retirement and finally becoming a partner in Illuminate Wealth Management in 2020.

5 min read

3 Big Things About Snowflake Open Enrollment

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This Is The Story Of Andrew Rescorla

This week our guest is Andrew Rescorla, the co-founder of Urban Greens, an indoor hydroponic herb farm in the Twin Cities, MN.

< 1 min read

October 2020 “Election Special” Investment Review and Outlook

4 min read

Moves to Make Before the Election

4 min read

Give More To Your Heirs, Not the Government

< 1 min read

This Is The Story Of Danielle Seurkamp

This week our guest is Danielle Seurkamp, a CERTIFIED FINANCIAL PLANNER and the Founder of Well Spent Wealth Planning in Cincinnati, OH.

< 1 min read

This Is The Story of Podcast with Renner Winston

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This Is The Story Of Renner Winston

This week our guest is Renner Winston, the co-owner of Atlas Solar Advisors, a company dedicated to helping homes and businesses save money by converting over to clean and renewable energy.