PODCAST · business
Towerpoint Wealth: A Wealth of Knowledge
by Joseph Eschleman, CIMA®
Towerpoint Wealth, LLC represents a unique model in the wealth management industry—a boutique independent financial planning firm who has a *legal fiduciary* responsibility to you, acting in your best interests 100% of the time. With more than 110 years of combined experience, we offer exceptional knowledge, planning, and service that has earned the appreciation, loyalty, and trust of our clients. We founded our firm with the goal of providing peace-of-mind in guiding our clients toward reaching their financial independence, and to maintain this financial independence once they have “shifted gears” into retirement. At the same time, we have developed a specialization in helping current and former technology employees in properly managing the risk and tax consequences of receiving and managing their RSUs and concentrated stock positions. Helping you remove the hassle of properly coordinating your financial affairs, so you can live a happier life and enjoy retirement.
Episodes
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6 Smart Tax Moves To Make Before Filing Your Taxes
Our latest episode "6 Smart Tax Moves To Make Before Filing Your Taxes" is designed to help you take charge of your financial future this tax season. In this episode, host Joseph Eschleman, CIMA®, President of Towerpoint Wealth, is joined by our expert guests, Associate Wealth Advisor Megan M....
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Stewards of Integrity: The Vital Role of Private Professional Fiduciaries
In this episode of A Wealth of Knowledge, we shine a spotlight on the vital and multifaceted role of private professional fiduciaries. Hosted by Joseph Eschleman, President of Towerpoint Wealth, this episode features insights from Jonathan LaTurner, Partner and Wealth Advisor, and Megan Miller,...
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Navigating the 2024 Tax Season: Your Top 6 Questions, Answered!
Welcome to the Season 2 premiere of "A Wealth of Knowledge," where we're plunging into the depths of wealth management to equip you with indispensable guidance and expertise for safeguarding your financial future. Based in Sacramento, California, Towerpoint Wealth transcends the conventional role...
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Why T-Bills May Be Better than CDs!
Dive Deeper: Treasury Bills vs. Certificates of Deposit in an all new episode of @twrpointwealth “A Wealth of Knowledge” Podcast - Join President Joseph and special guest advisor @jlattt in this episode as they dissect the nuances of Treasury bills (T-bills) and Certificates of Deposit (CDs),...
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Reducing the Necessary Evils of Investing: Expenses and Taxes
In this episode, our President, Joseph F. Eschleman, CIMA®, and our Director of Tax and Financial Planning, Steven Pitchford, CPA, CFP®, as they unravel the complexities of managing and reducing the “necessary evils” of investing: expenses and income taxes. Join us as we share valuable insights…
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9 Tax Strategies Real Estate Investors Wish They Had Known
In this episode Megan Miller and Joseph Eschleman talk about the 9 tax strategies real estate investors must know. As Towerpoint Wealth’s President and founder, Joseph provides customized financial planning and strategic wealth management counsel. In building an impressive 21 year career, he...
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The Real estate market in Sacramento
My what a difference 18 months makes! Do you own real estate in the greater Sacramento area? Recently bought a home here? Or, just thinking about buying or selling real estate in the City of Trees? The Sacramento real estate market today is markedly different than the spring of 2020, and…
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Economy in Recession? | Five specific strategies to help you recession proof your portfolio
Is the United States economy on the verge of slipping into a recession? Or is the exact opposite happening – is the economy continuing to recover, and is more robust than it is getting credit for? Are we looking towards an economy in recession, or are we more recession proof than many economists...
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ABOUT THIS SHOW
Towerpoint Wealth, LLC represents a unique model in the wealth management industry—a boutique independent financial planning firm who has a *legal fiduciary* responsibility to you, acting in your best interests 100% of the time. With more than 110 years of combined experience, we offer exceptional knowledge, planning, and service that has earned the appreciation, loyalty, and trust of our clients. We founded our firm with the goal of providing peace-of-mind in guiding our clients toward reaching their financial independence, and to maintain this financial independence once they have “shifted gears” into retirement. At the same time, we have developed a specialization in helping current and former technology employees in properly managing the risk and tax consequences of receiving and managing their RSUs and concentrated stock positions. Helping you remove the hassle of properly coordinating your financial affairs, so you can live a happier life and enjoy retirement.
HOSTED BY
Joseph Eschleman, CIMA®
CATEGORIES
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Frequently Asked Questions
How many episodes does Towerpoint Wealth: A Wealth of Knowledge have?
Towerpoint Wealth: A Wealth of Knowledge currently has 8 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Towerpoint Wealth: A Wealth of Knowledge about?
Towerpoint Wealth, LLC represents a unique model in the wealth management industry—a boutique independent financial planning firm who has a *legal fiduciary* responsibility to you, acting in your best interests 100% of the time. With more than 110 years of combined experience, we offer exceptional...
How often does Towerpoint Wealth: A Wealth of Knowledge release new episodes?
Towerpoint Wealth: A Wealth of Knowledge has 8 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Towerpoint Wealth: A Wealth of Knowledge?
You can listen to Towerpoint Wealth: A Wealth of Knowledge on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Towerpoint Wealth: A Wealth of Knowledge?
Towerpoint Wealth: A Wealth of Knowledge is created and hosted by Joseph Eschleman, CIMA®.
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