Podcast

Women Redefining Wealth Management

Sarah Widmeyer hosts a panel discussion on how women are redefining wealth with Alexandra Horwood, Ida Khajadourian and Kathy McMillan.

1 minute read

Podcast

Mental health, the echo pandemic

Sarah Widmeyer sits down with Dr. Nasreen Khatri to talk about how the pandemic has heightened and exacerbated concerns around mental health.

1 minute read

Podcast

Investing In The 2020s

Sarah Widmeyersits down with Craig Basinger, to discuss key shifts in the investment landscape for the decade ahead.

1 minute read

Podcast

Cybersecurity

Sarah Widmeyer and Scott Stennett discuss how Richardson Wealth keeps clients safe from online risks, and what precautions clients can take.

1 minute read

Podcast

The value of wealth advice

Sarah talks to Mike Ankers, outlining the importance of clients making expectations known, asking questions and demanding accountability.

1 minute read

Podcast

Tax Planning

Sarah Widmeyer and Sean Hsu, a Senior Tax Specialist, talks about comprehensive planning, active management and tax strategy regular reviews.

1 minute read

Podcast

Changing how we think about retirement

Sarah Widmeyer chats with Maureen Glenn, VP of Tax & Estate Planning, noting strategies for ensuring adequate sources of retirement income.

1 minute read

Podcast

The investment philosophy

Jamie and Sarah Widmeyer break down financial jargon to discuss the “investment pyramid,” which lays the groundwork for building a portfolio.

1 minute read

Podcast

Insurance: Trust the Podcast

Sarah Widmeyer and Jeff Fray, VP of Insurance at Richardson Wealth, discuss how Insurance can be used as a tool for creating wealth.

1 minute read