The Independent Advisors Podcast Episode 364: The Spousal Perspective, Featuring Rachel Jessup

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 $) Episode #364 Topics• Founding and Early Growth Challenges — 02:40, 05:29, 07:40, 19:53 • Firm Culture and Leadership Philosophy — 11:26, 37:39, 39:15, 14:21 • Family Dynamics and Entrepreneurial Parenting — 17:04, 18:29, 33:15 • Community Engagement and Nonprofit Leadership — 22:37, 25:14, 21:16, 26:33 • Financial Management and Role Delegation — 29:09, 30:32 • Entrepreneurial Advice and Reflections — 33:15, 34:44, 37:39, 39:47Hosts: 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-page