Log in

goodpods headphones icon

To access all our features

Open the Goodpods app
Close icon
headphones
Wealth Strategies Unleashed

Wealth Strategies Unleashed

Concenture Wealth Management

Personal finance is complicated — we make it make sense. Join Concenture Wealth Management as we unpack the markets, explore wealth-building strategies, and give you the tools to take control of your financial future.
The information contained herein is intended to be used for educational purposes only and is not exhaustive. Diversification and/or any strategy that may be discussed does not guarantee against investment losses but are intended to help manage risk and return. If applicable, historical discussions and/or opinions are not predictive of future events. The content is presented in good faith and has been drawn from sources believed to be reliable. The content is not intended to be legal, tax or financial advice. Please consult a legal, tax or financial professional for information specific to your individual situation. This work is powered by Concenture Wealth Management.Registered Representative of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Concenture Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.

Share icon

All episodes

Best episodes

Seasons

Top 10 Wealth Strategies Unleashed Episodes

Goodpods has curated a list of the 10 best Wealth Strategies Unleashed episodes, ranked by the number of listens and likes each episode have garnered from our listeners. If you are listening to Wealth Strategies Unleashed for the first time, there's no better place to start than with one of these standout episodes. If you are a fan of the show, vote for your favorite Wealth Strategies Unleashed episode by adding your comments to the episode page.

Wealth Strategies Unleashed - AVOID these 7 MISTAKES in your 50s & 60s!
play

05/14/25 • 16 min

Learn 7 valuable pieces of advice that 70-year-olds would give to their 50-year-old self.

🧭Download FREE guides: https://concenturewealth.com/financial-guides/
📱Download Our App: https://concenturewealth.sanctuarywealthapp.com/marketing
🌐Our Website: http://www.concenturewealth.com
📞Call Us: 713-930-2910
📧Message Us: [email protected]
💼Our LinkedIn: https://www.linkedin.com/company/concenturewealth/
📸Our Instagram: https://www.instagram.com/concenturewealth/
👍Our Facebook: https://www.facebook.com/people/Concenture-Wealth-Management/100076401128738/
▶️Subscribe to our Channel: https://www.youtube.com/@concenturewealth

bookmark
plus icon
share episode
Wealth Strategies Unleashed - What Month Should You Retire? The Answer Might Surprise You
play

04/24/25 • 18 min

Is there an exact right time to retire? This week Robert & Karen break down all the factors that go into one of life’s biggest decisions. From tax efficient strategies to healthcare costs and withdrawal planning, they’ll share actionable insights to help you retire with clarity and confidence.

🧭Download FREE guides: https://concenturewealth.com/financial-guides/
📱Download Our App: https://concenturewealth.sanctuarywealthapp.com/marketing
🌐Our Website: http://www.concenturewealth.com
📞Call Us: 713-930-2910
📧Message Us: [email protected]
💼Our LinkedIn: https://www.linkedin.com/company/concenturewealth/
📸Our Instagram: https://www.instagram.com/concenturewealth/
👍Our Facebook: https://www.facebook.com/people/Concenture-Wealth-Management/100076401128738/
▶️Subscribe to our Channel: https://www.youtube.com/@concenturewealth

bookmark
plus icon
share episode
Wealth Strategies Unleashed - How To Invest || Wealth Strategies Unleashed Podcast EP005
play

07/31/23 • 16 min

Welcome back to another episode of Wealth Strategies Unleashed with Concenture Wealth Management, where we bring financial education and insights directly to you!

This week on the show, we break down how you actually go about investing. You've probably heard that you need to invest to help grow your retirement but how do you actually invest? This week we share our thoughts on how to invest and why.

Thank you for tuning into Wealth Strategies Unleashed. We can't wait to share more wealth management tips and strategies with you in the next episode. Until then, keep pushing towards your financial goals and don't hesitate to get in touch with us here if you have any questions: https://concenturewealth.com/contact/

Make sure you subscribe to the show wherever your listening so you'll catch new episodes every Monday!

The information contained herein is intended to be used for educational purposes only and is not exhaustive. Diversification and/or any strategy that may be discussed does not guarantee against investment losses but are intended to help manage risk and return. If applicable, historical discussions and/or opinions are not predictive of future events. The content is presented in good faith and has been drawn from sources believed to be reliable. The content is not intended to be legal, tax or financial advice. Please consult a legal, tax or financial professional for information specific to your individual situation. This work is powered by Concenture Wealth Management.

Registered Representative of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Concenture Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.

🧭Download FREE guides: https://concenturewealth.com/financial-guides/
📱Download Our App: https://concenturewealth.sanctuarywealthapp.com/marketing
🌐Our Website: http://www.concenturewealth.com
📞Call Us: 713-930-2910
📧Message Us: [email protected]
💼Our LinkedIn: https://www.linkedin.com/company/concenturewealth/
📸Our Instagram: https://www.instagram.com/concenturewealth/
👍Our Facebook: https://www.facebook.com/people/Concenture-Wealth-Management/100076401128738/
▶️Subscribe to our Channel: https://www.youtube.com/@concenturewealth

bookmark
plus icon
share episode

Welcome back to another episode of Wealth Strategies Unleashed with Concenture Wealth Management, where we bring financial education and insights directly to you!

This week we're debunking some of the most common myths and misconception surrounding the finance world, wealth management and more!

Thank you for tuning into Wealth Strategies Unleashed. We can't wait to share more wealth management tips and strategies with you in the next episode. Until then, keep pushing towards your financial goals and don't hesitate to get in touch with us here if you have any questions: https://concenturewealth.com/contact/

Make sure you subscribe to the show wherever your listening so you'll catch new episodes every Monday!

The information contained herein is intended to be used for educational purposes only and is not exhaustive. Diversification and/or any strategy that may be discussed does not guarantee against investment losses but are intended to help manage risk and return. If applicable, historical discussions and/or opinions are not predictive of future events. The content is presented in good faith and has been drawn from sources believed to be reliable. The content is not intended to be legal, tax or financial advice. Please consult a legal, tax or financial professional for information specific to your individual situation. This work is powered by Concenture Wealth Management.

Registered Representative of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Concenture Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.

🧭Download FREE guides: https://concenturewealth.com/financial-guides/
📱Download Our App: https://concenturewealth.sanctuarywealthapp.com/marketing
🌐Our Website: http://www.concenturewealth.com
📞Call Us: 713-930-2910
📧Message Us: [email protected]
💼Our LinkedIn: https://www.linkedin.com/company/concenturewealth/
📸Our Instagram: https://www.instagram.com/concenturewealth/
👍Our Facebook: https://www.facebook.com/people/Concenture-Wealth-Management/100076401128738/
▶️Subscribe to our Channel: https://www.youtube.com/@concenturewealth

bookmark
plus icon
share episode
Wealth Strategies Unleashed - 5 Retirement Regrets & How to Avoid Them

5 Retirement Regrets & How to Avoid Them

Wealth Strategies Unleashed

play

03/19/25 • 16 min

This week, Robert G. Gilliland, CRPCTM & Karen Heider, CRPCTM, CDFA® explore the critical aspects of retirement planning that go beyond financial concerns. They’ll discuss a few big retirement regrets they've heard over the years from clients and offer valuable insights to help navigate retirement years with purpose and fulfillment.

🧭Download FREE guides: https://concenturewealth.com/financial-guides/
📱Download Our App: https://concenturewealth.sanctuarywealthapp.com/marketing
🌐Our Website: http://www.concenturewealth.com
📞Call Us: 713-930-2910
📧Message Us: [email protected]
💼Our LinkedIn: https://www.linkedin.com/company/concenturewealth/
📸Our Instagram: https://www.instagram.com/concenturewealth/
👍Our Facebook: https://www.facebook.com/people/Concenture-Wealth-Management/100076401128738/
▶️Subscribe to our Channel: https://www.youtube.com/@concenturewealth

bookmark
plus icon
share episode
Wealth Strategies Unleashed - Can You Over-Save for Retirement?

Can You Over-Save for Retirement?

Wealth Strategies Unleashed

play

02/12/25 • 14 min

Robert Gilliland and Mike Alexander tackle the question: Can you save too much for retirement? Hear crucial discussions about balancing your nest egg, the impact of inflation and healthcare costs has on you, and the importance of continuous financial planning. Learn about managing discretionary spending, understanding longevity risk, and stress-testing your retirement strategy.

🧭Download FREE guides: https://concenturewealth.com/financial-guides/
📱Download Our App: https://concenturewealth.sanctuarywealthapp.com/marketing
🌐Our Website: http://www.concenturewealth.com
📞Call Us: 713-930-2910
📧Message Us: [email protected]
💼Our LinkedIn: https://www.linkedin.com/company/concenturewealth/
📸Our Instagram: https://www.instagram.com/concenturewealth/
👍Our Facebook: https://www.facebook.com/people/Concenture-Wealth-Management/100076401128738/
▶️Subscribe to our Channel: https://www.youtube.com/@concenturewealth

bookmark
plus icon
share episode
Wealth Strategies Unleashed - Financial Moves To Make Right Now || Wealth Strategies Unleashed 011
play

09/11/23 • 15 min

Welcome back to another episode of Wealth Strategies Unleashed with Concenture Wealth Management, where we bring financial education and insights directly to you!

As we approach the end of the year, we wanted to share a few practical tips and tricks that you can apply to your financial outlook right now. Do you have gains or losses you need to consider well in advance of the end of the year? Are the accounts that you should review? Robert and Mike answer all these and more on this week's episode of the show.

Thank you for tuning into Wealth Strategies Unleashed. We can't wait to share more wealth management tips and strategies with you in the next episode. Until then, keep pushing towards your financial goals and don't hesitate to get in touch with us here if you have any questions: https://concenturewealth.com/contact/

Make sure you subscribe to the show wherever your listening so you'll catch new episodes every Monday!

The information contained herein is intended to be used for educational purposes only and is not exhaustive. Diversification and/or any strategy that may be discussed does not guarantee against investment losses but are intended to help manage risk and return. If applicable, historical discussions and/or opinions are not predictive of future events. The content is presented in good faith and has been drawn from sources believed to be reliable. The content is not intended to be legal, tax or financial advice. Please consult a legal, tax or financial professional for information specific to your individual situation.

Registered Representative of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Concenture Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.

🧭Download FREE guides: https://concenturewealth.com/financial-guides/
📱Download Our App: https://concenturewealth.sanctuarywealthapp.com/marketing
🌐Our Website: http://www.concenturewealth.com
📞Call Us: 713-930-2910
📧Message Us: [email protected]
💼Our LinkedIn: https://www.linkedin.com/company/concenturewealth/
📸Our Instagram: https://www.instagram.com/concenturewealth/
👍Our Facebook: https://www.facebook.com/people/Concenture-Wealth-Management/100076401128738/
▶️Subscribe to our Channel: https://www.youtube.com/@concenturewealth

bookmark
plus icon
share episode
Wealth Strategies Unleashed - Long-Term Investing in a Short-Term World
play

09/25/24 • 19 min

In today’s episode, we're talking about what it really takes to succeed as a long-term investor—especially in a world that’s always pushing for quick decisions and instant results. With markets constantly shifting and headlines telling us to react now, it’s easy to get distracted by short-term noise. But if your goal is to build lasting wealth, long-term investing remains one of the most effective strategies out there.

🧭Download FREE guides: https://concenturewealth.com/financial-guides/
📱Download Our App: https://concenturewealth.sanctuarywealthapp.com/marketing
🌐Our Website: http://www.concenturewealth.com
📞Call Us: 713-930-2910
📧Message Us: [email protected]
💼Our LinkedIn: https://www.linkedin.com/company/concenturewealth/
📸Our Instagram: https://www.instagram.com/concenturewealth/
👍Our Facebook: https://www.facebook.com/people/Concenture-Wealth-Management/100076401128738/
▶️Subscribe to our Channel: https://www.youtube.com/@concenturewealth

bookmark
plus icon
share episode
Wealth Strategies Unleashed - Can You Live Big on a Small Budget?

Can You Live Big on a Small Budget?

Wealth Strategies Unleashed

play

02/05/25 • 17 min

Discover how to enjoy a luxurious lifestyle without overspending through smart planning, budgeting strategies, and leveraging technology with Robert Gilliland, CRPCTM, and Karen Heider, CRPCTM, CDFA®. Get practical tips on avoiding impulse spending and share insights on building the emotional discipline needed to stay on track.

🧭Download FREE guides: https://concenturewealth.com/financial-guides/
📱Download Our App: https://concenturewealth.sanctuarywealthapp.com/marketing
🌐Our Website: http://www.concenturewealth.com
📞Call Us: 713-930-2910
📧Message Us: [email protected]
💼Our LinkedIn: https://www.linkedin.com/company/concenturewealth/
📸Our Instagram: https://www.instagram.com/concenturewealth/
👍Our Facebook: https://www.facebook.com/people/Concenture-Wealth-Management/100076401128738/
▶️Subscribe to our Channel: https://www.youtube.com/@concenturewealth

bookmark
plus icon
share episode
Wealth Strategies Unleashed - 2024 Tax Strategies || Wealth Strategies Unleashed EP033
play

02/19/24 • 17 min

Welcome back to another episode of Wealth Strategies Unleashed with Concenture Wealth Management, where we bring financial education and insights directly to you!

Thank you for tuning into Wealth Strategies Unleashed. We can't wait to share more wealth management tips and strategies with you in the next episode. Until then, keep pushing towards your financial goals and don't hesitate to get in touch with us here if you have any questions: https://concenturewealth.com/contact/

Make sure you subscribe to the show wherever your listening so you'll catch new episodes every Monday!

The information contained herein is intended to be used for educational purposes only and is not exhaustive. Diversification and/or any strategy that may be discussed does not guarantee against investment losses but are intended to help manage risk and return. If applicable, historical discussions and/or opinions are not predictive of future events. The content is presented in good faith and has been drawn from sources believed to be reliable. The content is not intended to be legal, tax or financial advice. Please consult a legal, tax or financial professional for information specific to your individual situation. This work is powered by Concenture Wealth Management.

Registered Representative of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Concenture Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.

🧭Download FREE guides: https://concenturewealth.com/financial-guides/
📱Download Our App: https://concenturewealth.sanctuarywealthapp.com/marketing
🌐Our Website: http://www.concenturewealth.com
📞Call Us: 713-930-2910
📧Message Us: [email protected]
💼Our LinkedIn: https://www.linkedin.com/company/concenturewealth/
📸Our Instagram: https://www.instagram.com/concenturewealth/
👍Our Facebook: https://www.facebook.com/people/Concenture-Wealth-Management/100076401128738/
▶️Subscribe to our Channel: https://www.youtube.com/@concenturewealth

bookmark
plus icon
share episode

Show more best episodes

Toggle view more icon

FAQ

How many episodes does Wealth Strategies Unleashed have?

Wealth Strategies Unleashed currently has 77 episodes available.

What topics does Wealth Strategies Unleashed cover?

The podcast is about Financial Planning, Management, Investing, Podcasts and Business.

What is the most popular episode on Wealth Strategies Unleashed?

The episode title 'Know the Risk to Maximize Your Reward: Investing for 2025' is the most popular.

What is the average episode length on Wealth Strategies Unleashed?

The average episode length on Wealth Strategies Unleashed is 20 minutes.

How often are episodes of Wealth Strategies Unleashed released?

Episodes of Wealth Strategies Unleashed are typically released every 7 days.

When was the first episode of Wealth Strategies Unleashed?

The first episode of Wealth Strategies Unleashed was released on Jun 30, 2023.

Show more FAQ

Toggle view more icon

Comments