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Dollars & Sense with a couple of gents
Ellis Financial Group
74 episodes
4 weeks ago
In this episode, Wealth Advisors Stephen Ellis and Robert Wolfson, aka “The Gents” break down what it really means to downsize your principal residence in today’s market. From the financial pros and cons, to the emotional challenges, to the surprising reality that a smaller home doesn’t always mean a smaller price tag. Whether you are planning for retirement or simply rethinking your space, this episode offers practical insight to help you decide if downsizing makes sense for you. Enjoy the e...
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Investing
Business
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All content for Dollars & Sense with a couple of gents is the property of Ellis Financial Group and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
In this episode, Wealth Advisors Stephen Ellis and Robert Wolfson, aka “The Gents” break down what it really means to downsize your principal residence in today’s market. From the financial pros and cons, to the emotional challenges, to the surprising reality that a smaller home doesn’t always mean a smaller price tag. Whether you are planning for retirement or simply rethinking your space, this episode offers practical insight to help you decide if downsizing makes sense for you. Enjoy the e...
Show more...
Investing
Business
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Recognizing and Avoiding Financial Scams
Dollars & Sense with a couple of gents
28 minutes
6 months ago
Recognizing and Avoiding Financial Scams
Financial scams are becoming more common, increasingly sophisticated, and harder to recognize. In this episode Wealth Advisors Stephen Ellis and Robert Wolfson, aka "The Gents", discuss some of the more prevalent financial frauds and share practical tips to help you recognize the red flags, protect your information and avoid becoming a victim. Enjoy the episode!
Dollars & Sense with a couple of gents
In this episode, Wealth Advisors Stephen Ellis and Robert Wolfson, aka “The Gents” break down what it really means to downsize your principal residence in today’s market. From the financial pros and cons, to the emotional challenges, to the surprising reality that a smaller home doesn’t always mean a smaller price tag. Whether you are planning for retirement or simply rethinking your space, this episode offers practical insight to help you decide if downsizing makes sense for you. Enjoy the e...