Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL!In this episode we speak with Kevin Plumacher, Owner of LeBlanc Floors and Interiors in beautiful Mukilteo, Washington!Kevin's love for craftsmanship, history and artistry has guided him through his career and community involvement.Kevin brings over 24 years of his wealth of knowledge and passion for carpentry and design to Mukilteo and Snohomish County.In this episode we discuss the value of history, the importance of an expanded education that includes wood shop and vocational technical training, and the opportunities ahead for the next generation. We also explore the empowerment of "living in your design" through asking the right questions, proper selection, design and professional guidance - and the lasting satisfaction of a desired project's completion, whether new construction or a planned remodel, with your own Signature Style. Kevin's insights truly transcend the floor to the frame in which we live our lives! Kevin is community oriented and is an active member of the Mukilteo Chamber of Commerce.Contact:Kevin Plumacher, Owner, LeBlanc Floors and Interiors425-776-6974LinkedIn:https://www.linkedin.com/in/kevin-plumacher-3a347b11/Instagram:leblanc_floors_and_interiorsWebsites:https://www.leblancfloors.com/Other Mentions:Sno-Isle Tech Skills Center: https://snoisletech.com/ South Seattle College Wood Technology Center: https://woodtech.seattlecentral.edu/Movie: "Mr. Blandings Builds His Dream House" (1948) starringCary Grant, Myrna Loy, Melvin Douglas and Louise Beavers.We trust our conversations will help you acquire more knowledge, become even more curious about the gifts that are in and all around us, while supporting you to reach new heights as we grow together.Subscribe and listen to podcast EWM INSIGHTS - where we celebrate HUMAN CAPITAL. EWM Insights is available on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/Above all, through EWM INSIGHTS we want to encourage you to INVEST IN WHAT YOU LOVE!® Feel free to share this episode with those in your circle who are on a similar path of learning.

EWM INSIGHTS HOLIDAY CHRISTMAS MESSAGE 2023In this podcast Monica Rodgers and Michael Gilbraith, Service Team Leads for Ellis Wealth Management join Paul to share their thoughts, and a Special Holiday Christmas Message!Wherever you are this season, we wish you and yours a very Merry Christmas, and a New Year filled with blessings!Thank you for the opportunity to serve and share with you throughout this year - and we look forward to continuing our relationship in the years to come!Subscribe and listen to podcast EWM INSIGHTS - where we celebrate HUMAN CAPITAL.We hope our conversations will help you acquire more knowledge, become even more curious about the gifts that are in and all around us, while supporting you to reach new heights as we grow together.EWM Insights is available on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/Above all, through EWM INSIGHTS we want to encourage you to:INVEST IN WHAT YOU LOVE!®

⚜️❤️ The Family Wealth Series !! IT IS WITH GREAT PLEASURE THAT WE CONTINUE:THE FAMILY WEALTH PODCAST SERIES.With with Special Guests James A. Bergeron, J.D. and Brian Bere.It’s been said:“It’s Not How Much You Make, It’s How Much You Keep”Join me and my colleagues, James A. Bergeron, J.D. and Brian Bere at Nuveen Investments, for a podcast series that focuses sharing important Family Wealth Management information that is designed to help you, and your family, become stronger and more independent. Jim is an attorney and Advisor Education Consultant in the Global Learning and Development group where he and the team focus on developing and delivering intellectual capital designed to help wealth management firms and advisory practices evolve - and enhance their relationships with clients.Jim is a graduate of Augsburg University in Minneapolis with degrees in Economics and Political Science and later received his Law Degree from Vanderbilt University in Nashville, TN. Jim currently serves on theNorthern Regional Council for the American Cancer Society.Brian is an Internal Advisor Consultant with Nuveen, and a graduate of Miami University.Ellis Wealth Management and our friends at Nuveen want you to grow and keep all that you have worked for - in Finances and in Life! Session 6: "We Make a Life By What We Give!"SESSION 6 TOPICS:What We Have LearnedLast Minute Objective PlanningPutting it All Together !Get Ready as we continue our focus on the greatest investment of all- Human Capital and The Family!“Invest in What You Love!”® ❤️⚜️-----------------------------------Feel free to share this message with those in your circle who are on a similar path of learning. Session # 5 can be heard here:https://player.captivate.fm/episode/174f6759-7f38-45a4-955e-df3eedbc6723Session # 5 Topics include:The Legal LadderPlanning for 2024 and Beyond Putting Your Signature to Your Legacy Thankfulness for a Life Invested We hope our conversations will help you acquire more knowledge, become even more curious about the gifts that are in and all around us, while supporting you to reach new heights as we grow together.You can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/Above all, through EWM INSIGHTS we want to encourage you to:INVEST IN WHAT YOU LOVE!®

Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL!EWM INSIGHTS - Family Wealth Series with special Special Guests James Bergeron, J.D., and Brian BeréI am pleased to announce that my friends at Nuveen Investments are joining us for a series sharing very important Financial and Wealth Management information that is sure to help your family become stronger and more independent. The Family Wealth Series is focused on Financial Literacy and Family Wealth Education designed to provide you with insight AND practical action steps to help you navigate vital, yet complex, areas , and family values that are truly important to your long term success! I am joined by my colleagues James A. Bergeron, J.D. and Brian Bere.Jim is an Advisor Education Consultant in the Global Learning and Development group where he and the team focus on developing and delivering intellectual capital designed to help wealth management firms and advisory practices evolve - and enhance their relationships with clients.And Brian is an Internal Advisor Consultant with Nuveen.It has been said:" It is not how much you make - it is how much you keep." This pertains not only to assets one has accumulated , but to knowledge as well.Ellis Wealth Management and our friends at Nuveen want you to grow and keep all that you have worked for - in finances and in Life! So get ready as we continue our focus on the greatest investment of all - Human Capital and The Family- as we continue to encourage you - and share with you practical advice - to Invest In What You Love !! Episode 5: "Putting Your Signature to Your Legacy" SESSION 5 TOPICS:The Legal LadderPlanning for 2024 and Beyond Putting Your Signature to Your Legacy Thankfulness for a Life Invested Get Ready as we continue our focus on the greatest investment of all- Human Capital and The Family!“Invest in What You Love!”® ❤️⚜️Additional Resources Below:-----------------------------------Feel free to share this message with those in your circle who are on a similar path of learning. Previous Session #4 Preparing The Family to Succeed into Wealth Can be heard here:https://player.captivate.fm/episode/cae7b20f-4612-4865-b6a4-b8162f0e07dbWe hope our conversations will help you acquire more knowledge, become even more curious about the gifts that are in and all around us, while supporting you to reach new heights as we grow together.You can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/Above all, through EWM INSIGHTS we want to encourage you to:INVEST IN WHAT YOU LOVE!®Additional Resources: Research Links Family Wealth Series 10 Questions Journal Nuveen, Family Wealth Education Curriculum Martindale-Hubble Database of Legal Professionals : www.martindale.comThe American College of Trust and Estate Councel: ACTEC.ORG

Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL!In this edition podcast we sit down with Cy Aleman. EWM INSIGHTS with special Special Guest Cy Aleman, CFP®In this episode of Insights CY Aleman is our guest.We discuss Cy's unique journey from being Second Team Pac-10 All Academic WR for the Oregon Ducks to eventually being part of the electrifying team that ranked the #2 team in in College Football, to today leading a winning financial support team for Amundi Asset Management that spans the Northwest, Alaska, Montana and Idaho assisting Independent financial advisors and Bank Groups. As a Senior Vice President at for Amundi Asset Management, Cy is responsible for establishing and maintaining relationships with financial professionals and helping grow their practice.  Cy's has a passion for helping his clients with both business and personal development, creating high level engagements that are on the cutting edge of the industry standard. What Cy enjoys the most about his work is building long-term authentic relationships with the outstanding professionals in his territory and helping them break through to new levels of excellence. "I also have a passion for finding an edge… Standing on the edge and feeling the fear and working through it. It’s the only place I have been able to find true growth in my life."  -Cy AlemanTopics Covered:First Down and a Lifetime to Go Not Making the Cut Breaking Through The Value of Mentorship I Am Enough Note: This is personal life story discussion, and NOT an offer to purchase or sell insurance or investment products. It is Ellis Wealth Management’s expressed position that investments should be understood and discussed with an accredited financial professional before purchase. Past performance is not indicative of future performance. Investments can loose value which includes risk to principleAdditional Resources: Ellis Wealth ManagementPaul Ellis: 425-405-7720email: [email protected] Cy Aleman, CFPEmail: [email protected] free to share this episode with those in your circle who are on a similar path of learning. We hope our conversations will help you acquire more knowledge, become even more curious about the gifts that are in and all around us, while supporting you to reach new heights as we grow together.You can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/Above all, through EWM INSIGHTS we want to encourage you to:INVEST IN WHAT YOU LOVE!®-----------------------------------

⚜️❤️ The Family Wealth Series !! IT IS WITH GREAT PLEASURE THAT WE CONTINUE:THE FAMILY WEALTH PODCAST SERIES.With with Special Guests James A. Bergeron, J.D. and Brian Beré.It’s been said:“It’s Not How Much You Make, It’s How Much You Keep”Join me and my colleagues, James A. Bergeron, J.D. and Brian Bere at Nuveen Investments, for a podcast series that focuses sharing important Family Wealth Management information that is designed to help you, and your family, become stronger and more independent. Jim is an attorney and Advisor Education Consultant in the Global Learning and Development group where he and the team focus on developing and delivering intellectual capital designed to help wealth management firms and advisory practices evolve - and enhance their relationships with clients.Jim is a graduate of Augsburg University in Minneapolis with degrees in Economics and Political Science and later received his Law Degree from Vanderbilt University in Nashville, TN. Jim currently serves on theNorthern Regional Council for the American Cancer Society.Brian is an Internal Advisor Consultant with Nuveen, and a graduate of Miami University.Ellis Wealth Management and our friends at Nuveen want you to grow and keep all that you have worked for - in Finances and in Life!  SESSION 4 TOPICS:Preparing The Family to Succeed "Well Into The Wealth"Connecting Education to Life's ApplicationFinancial IntelligenceIntentional IntelligenceStewardship and Wealth Education Using the 10 QuestionsPractical Steps and Action Items !Get Ready as we continue our focus on the greatest investment of all- Human Capital and The Family!“Invest in What You Love!”® ❤️⚜️-----------------------------------Feel free to share this message with those in your circle who are on a similar path of learning. The Previous Session #3 can be heard here: https://player.captivate.fm/episode/95564775-0e80-4a64-8154-c3f649e7518fPrevious Session # 3 Topics include:Creating the Family Value CompassThe Family Value StatementHow to Construct GovernanceThe Path to Legacy10 QuestionsWe hope our conversations will help you acquire more knowledge, become even more curious about the gifts that are in and all around us, while supporting you to reach new heights as we grow together.You can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/Above all, through EWM INSIGHTS we want to encourage you to:INVEST IN WHAT YOU LOVE!®

EWM INSIGHTS with special Special Guest Peter Boardman, Portfolio Manager and Equity Analyst - Nuveen International Value Fund Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL!In this special episode of EWM Insights, Portfolio Manager and Equity Analyst, Peter Boardman is our guest.We pull back the curtain and let the public listen in on a private discussion normally exclusive to private clients of Ellis Wealth Management. We discuss the complexity and attraction to the Japanese Market in a time where many are considering investment options outside of the US Market.Peter Boardman shares his unique insight to Japan from his own passion and life experiences - as well as his professional career. Topics Covered:Lessons to be Learned from the History of the NikkeiDemographics in the Land of the Rising SunThe 4 R's of JapanJapan's Birthrate and the Effect on the Economy Will Political Tensions with China move Japanese jobs elsewhere in in Asia or Mexico Note: This is personal life story and discussion, and NOT an offer to purchase or sell insurance or investment products. It is Ellis Wealth Management’s expressed position that investments should be understood and discussed with an accredited financial professional before purchase. Past performance is not indicative of future performance. Investments can loose value which includes risk to principleAdditional Resources: Ellis Wealth ManagementPaul Ellis: 425-405-7720email: [email protected] About Peter BoardmanPeter Boardman is a portfolio manager and equity analyst at Nuveen.Prior to this, Peter was a portfolio manager and equity analyst, at Nuveen affiliate, NWQ Investment Management Company, LLC and a portfolio manager and consumer durables analyst at affiliate, Tradewinds Global Investors, LLC. Prior to that, he was an international equity analyst at NWQ. Before joining the firm, he was a senior analyst with USAA Investment Management where he covered global automobiles, pharmaceuticals, and semiconductors. Prior to that, Peter spent 8 years as a sell-side analyst at UBS Warburg where he followed the automobile and auto parts industries in North America, Japan, and Asia. Peter started his investment career in Japan, where he worked as an analyst for close to fifteen years.Peter graduated with a B.A. in Economics from Willamette University and an M.S. in International Management from Garvin School of International Management (Thunderbird). Peter has been highly ranked as an analyst in the surveys of Greenwich Associates, Institutional Investor magazine, and by Nihon Keizai Shimbun (Nikkei) newspaper. He is fluent in Japanese. Peter is a trusted source for information on the Japanese market and is quoted regularly in the Nikkei newspaper and also appears on CNBC Asia.Feel free to share this episode with those in your circle who are on a similar path of learning. We hope our conversations will help you acquire more knowledge, become even more curious about the gifts that are in and all around us, while supporting you to reach new heights as we grow together.You can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/Above all, through EWM INSIGHTS we want to encourage you to:INVEST IN WHAT YOU LOVE!®

⚜️❤️ The Family Wealth Series !! IT IS WITH GREAT PLEASURE THAT WE CONTINUE:THE FAMILY WEALTH PODCAST SERIES.With with Special Guests James A. Bergeron, J.D. and Brian Bere.It’s been said:“It’s Not How Much You Make, It’s How Much You Keep”Join me and my colleagues, James A. Bergeron, J.D. and Brian Bere at Nuveen Investments, for a podcast series that focuses sharing important Family Wealth Management information that is designed to help you, and your family, become stronger and more independent. Jim is an attorney and Advisor Education Consultant in the Global Learning and Development group where he and the team focus on developing and delivering intellectual capital designed to help wealth management firms and advisory practices evolve - and enhance their relationships with clients.Jim is a graduate of Augsburg University in Minneapolis with degrees in Economics and Political Science and later received his Law Degree from Vanderbilt University in Nashville, TN. Jim currently serves on theNorthern Regional Council for the American Cancer Society.Brian is an Internal Advisor Consultant with Nuveen, and a graduate of Miami University.Ellis Wealth Management and our friends at Nuveen want you to grow and keep all that you have worked for - in Finances and in Life!  SESSION 03 TOPICS:Creating the Family Value CompassThe Family Value StatementHow to Construct GovernanceThe Path to Legacy10 QuestionsGet Ready as we continue our focus on the greatest investment of all- Human Capital and The Family!“Invest in What You Love!”® ❤️⚜️Additional Resources Below:-----------------------------------Feel free to share this message with those in your circle who are on a similar path of learning. Session #02 "The 4 Corner Documents" can be heard here:https://player.captivate.fm/episode/195e01e4-f406-48d7-abc2-bc7748e0823aSession # 03 Topics include:4 Corner DocumentsLetters of Intent Who Got What, and Practical Steps and Action Items !We hope our conversations will help you acquire more knowledge, become even more curious about the gifts that are in and all around us, while supporting you to reach new heights as we grow together.You can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/Above all, through EWM INSIGHTS we want to encourage you to:INVEST IN WHAT YOU LOVE!®Additional Resources: 10 Family Wealth Compass Questions - Journal.pdf - 10 Family Wealth Compass Questions - JournalNuveen Family Wealth Education Curriculum.pdf Family Wealth Series 10 Questions Journal Nuveen, Family Wealth Education Curriculum

STAY TUNED for the next episode of The Family Wealth Series !!IT IS WITH GREAT PLEASURE THAT WE CONTINUE:THE FAMILY WEALTH PODCAST SERIES.With with Special Guests James A. Bergeron, J.D. and Brian Bere.It’s been said:“It’s Not How Much You Make, It’s How Much You Keep”Join me and my colleagues, James A. Bergeron, J.D. and Brian Bere at Nuveen Investments, for a podcast series that focuses sharing important Family Wealth Management information that is designed to help you, and your family, become stronger and more independent. Jim is an attorney and Advisor Education Consultant in the Global Learning and Development group where he and the team focus on developing and delivering intellectual capital designed to help wealth management firms and advisory practices evolve - and enhance their relationships with clients.Jim is a graduate of Augsburg University in Minneapolis with degrees in Economics and Political Science and later received his Law Degree from Vanderbilt University in Nashville, TN. Jim currently serves on theNorthern Regional Council for the American Cancer Society.Brian is an Internal Advisor Consultant with Nuveen, and a graduate of Miami University.Ellis Wealth Management and our friends at Nuveen want you to grow and keep all that you have worked for - in Finances and in Life! TOPICS INCLUDE:What is WealthWhat is Legacy4 Corner DocumentsBuilding a Family GPSHow to Educate Family MembersThe Legal LadderThankfulness for A Life Investedwith Practical Steps and Action Items !So Get Ready as we continue our focus on the greatest investment of all- Human Capital and The Family!“Invest in What You Love!”®-----------------------------------Feel free to share this message with those in your circle who are on a similar path of learning. We hope our conversations will help you acquire more knowledge, become even more curious about the gifts that are in and all around us, while supporting you to reach new heights as we grow together.You can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/Above all, through EWM INSIGHTS we want to encourage you to:INVEST IN WHAT YOU LOVE!®-----------------------------------

⚜️❤️ The Family Wealth Series !! IT IS WITH GREAT PLEASURE THAT WE CONTINUE:THE FAMILY WEALTH PODCAST SERIES.With with Special Guests James A. Bergeron, J.D. and Brian Bere.It’s been said:“It’s Not How Much You Make, It’s How Much You Keep”Join me and my colleagues, James A. Bergeron, J.D. and Brian Bere at Nuveen Investments, for a podcast series that focuses sharing important Family Wealth Management information that is designed to help you, and your family, become stronger and more independent. Jim is an attorney and Advisor Education Consultant in the Global Learning and Development group where he and the team focus on developing and delivering intellectual capital designed to help wealth management firms and advisory practices evolve - and enhance their relationships with clients.Jim is a graduate of Augsburg University in Minneapolis with degrees in Economics and Political Science and later received his Law Degree from Vanderbilt University in Nashville, TN. Jim currently serves on theNorthern Regional Council for the American Cancer Society.Brian is an Internal Advisor Consultant with Nuveen, and a graduate of Miami University.Ellis Wealth Management and our friends at Nuveen want you to grow and keep all that you have worked for - in Finances and in Life!  SESSION II TOPICS:4 Corner DocumentsLetters of Intent Who Got What, and Practical Steps and Action Items !Get Ready as we continue our focus on the greatest investment of all- Human Capital and The Family!“Invest in What You Love!”® ❤️⚜️-----------------------------------Feel free to share this message with those in your circle who are on a similar path of learning. Session #1 can be heard here:https://player.captivate.fm/episode/d5c91701-d63d-42be-885a-5b128f717ad6Session #1 Topics include:Introduction What is WealthWhat is Legacy We hope our conversations will help you acquire more knowledge, become even more curious about the gifts that are in and all around us, while supporting you to reach new heights as we grow together.You can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/Above all, through EWM INSIGHTS we want to encourage you to:INVEST IN WHAT YOU LOVE!®-----------------------------------