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Dollars & Sense with a couple of gents
Ellis Financial Group
74 episodes
1 month 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
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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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Talking Tariffs and Market Volatility with Walid Khalid
Dollars & Sense with a couple of gents
35 minutes
9 months ago
Talking Tariffs and Market Volatility with Walid Khalid
In this episode Wealth Advisors Stephen Ellis and Robert Wolfson, aka "The Gents", welcome (back) Walid Khalid to the podcast. Walid is a key member of the Global Investment Solution’s Investment Strategy team at Scotia Wealth Management, contributing to the strategic and tactical asset allocation decisions, global macroeconomic analysis and geopolitical assessment. If you’re looking for an update on the global economic environment, US tariffs, inflation and interest rates, and the outlook fo...
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...