Wealth strategies
Podcast
Richardson Wealth’s podcast series, Conversations on Wealth.
Host Sarah Widmeyer, SVP, Head of Wealth Strategies, covers topics ranging from wealth planning to investment strategies and life transitions with some of our firm’s leading experts.
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.
Podcast
Investing In The 2020s
Sarah Widmeyer sits down with Craig Basinger, to discuss key shifts in the investment landscape for the decade ahead.
Podcast
Cybersecurity
Sarah Widmeyer and Scott Stennett discuss how Richardson Wealth keeps clients safe from online risks, and what precautions clients can take.
Podcast
The value of wealth advice
Sarah talks to Mike Ankers, outlining the importance of clients making expectations known, asking questions and demanding accountability.
Podcast
Tax Planning
Sarah Widmeyer and Sean Hsu, a Senior Tax Specialist, talks about comprehensive planning, active management and tax strategy regular reviews.
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.
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.
Podcast
Insurance: Trust the Process
Sarah Widmeyer and Jeff Fray, VP of Insurance at Richardson Wealth, discuss how Insurance can be used as a tool for creating wealth.
Podcast
Purposeful Planning
Sarah Widmeyer sits with Sylvia Azoulay, VP to discuss proper legacy planning and effective intergenerational wealth transfer strategies.