EPISODE · Jun 4, 2026 · 22 MIN
The Independent Advisors Podcast Episode 353: Lends to the Bulls
from The Independent Advisors · host Mark McEvily
If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) . Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs. Scheduling is easy—once you land at jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) just click “Schedule Initial Call” and select a time that works best for you! There’s a quick survey to fill out that will help guide the conversation and ensure your time is used efficiently. If you’re ready to learn more, visit jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) and book your call today! Take advantage of our partnership with LifeLock and get discounts using our link: https://lifelock.norton.com/offers?expid=LLONEYEAR&promocode= JSPW24&VENDORID= _JESSUPWM&om_ext_cid=ext_partner_ JSPW24_Productpage $) Hosts: Mark McEvily - Chief Investment Officer and Managing Partner Matthew Jessup – Chief Executive Officer, Chief Compliance Officer, and Managing Partner Address: 35 Park Ave. Dayton, OH 45419 Phone: 937-938-9105 https://www.jessupwealthmanagement.com/ Social Media: Facebook: @JessupWealthManagement LinkedIn: @JessupWealthManagement Twitter: @jessupwealth Instagram: @jessupwealth https://www.jessupwealthmanagement.com/disclosures-pageShow Notes:Post from Ryan Detrick on X on 5.3.26 - https://x.com/ryandetrick/status/2051041560565809579?Post on X from Astra Insights on May 1st - https://x.com/AstraInsights/status/2050185241453609222?s=20 Blog Post from The White Coat Investor on May 12th titled “4 Reasons Why We’re Spending Our HSA Money – And Why You Should Too - https://www.whitecoatinvestor.com/spend-hsa-money-now/
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The Independent Advisors Podcast Episode 353: Lends to the Bulls
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