The Wisdom and Wealth Podcast

Apr 18 2024
The Wisdom and Wealth Podcast artwork

Welcome to the Wisdom and Wealth podcast. A series of conversations designed to equip our listeners with the helpful insights necessary to simplify life's critical decision points. We believe "true wealth is the thing money cannot buy and death cannot take away." Furthermore, we also believe our calling is to enable others to fulfill their own and to that end we endeavor.

1780 Hughes Landing | Suite 570
The Woodlands, TX 77380
Phone 281.719.0036

Investment advisory services offered through CWM, LLC, an SEC Registered Advisor.Music by bensound.com

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Politics and your Financial Plan: Episode 104

Apr 18 2024 12 mins  
SummaryIn this episode, I look at the relationship between politics and the stock market. Please do not get caught up in the news cycle. You'll find that even though our current form of politics tends to be zero sum we are resilient people at the end of the day. I also provide some data about returns over time and walk through some of the events that happened over that period.

Jeremy Pryor: Intangible Balance Sheet Episode 66

Apr 13 2024 38 mins  
Welcome to this week's Intangible Balance Sheet Episode with Jeremy Pryor. Jeremy shares more about his journey of integrating family, faith, and business by consciously building a multi-generational family. We discusses the impact of mentors and the value of direct investment in the Christian community, the significance of family meals and economic engines which foster family

Ryan Sitton: Intangible Balance Sheet Episode 65

Apr 06 2024 27 mins  
Thank you to Ryan Sitton for stopping by to some of his life experiences which make up his Intangible Balance Sheet. You'll hear stories of growing up amongst a household of life-long learners and educators, Father Rock, business mentors, starting his own company, running for elected office and so much more! Please check out and subscribe to my Youtube Channel and Newsletter!

What are your first memories of money and work? Episode 103

Apr 03 2024 9 mins  
What is your first memory of work? How is that memory affecting you, your kids or your grandkids? Is that perspective helpful? Do you need to move past it? Are you overlooking the purpose and meaning found in the work you are doing? How can you positively influence this memory for those you care about? Listen in for more of my thoughts here! Please check out and subscribe to my Yo

Private Aviation with Jared Hasty from Piedmont Jets: Episode 102

Mar 26 2024 29 mins  
From time to time, the topic of Private Aviation will come up and often peopel will struggle knowing where to begin. Jared Hasty from Piedmont Jets stops by the podcast today to share why he is so passionate about the industry and how he guides prospective clients through the process of deciding what options are right for their situation. If you have ever considered, buying, leasin

Whose Longevity Should You Be Concerned About? Episode 101

Mar 21 2024 11 mins  
Welcome to this episode of Wisdom and Wealth. Have you ever worried about you or your spouses longevity? Have you ever been concerned that you'd outlive your money? Today I give some helpful reminders about longevity. I also discuss the coming "Gray wave" amongst advisors and how this affects our listeners. Please feel free to like, and share this episode as well as

Ryan Henderson: Intangible Balance Sheet Episode 64

Mar 16 2024 28 mins  
Welcome to another Intangible Balance Sheet Episode. Ryan Henderson shares more about his story and the things he hopes outlive him for generations. Please listen in for more about: The Influence of Grandfathers on his view of life and work. Grandfather's advice on the importance of salesInfluence of ParentsSpiritual influence of both parents Importantance of kindness, hard wo

Tax Planning and Wealth Management: Episode 100

Mar 14 2024 10 mins  
How do taxes factor in to your financial plan? Many people have never given their advisor a tax return much less seen an annual tax report or estimate. Listen in this week for more of my philosophy of tax planning and why it's a central part of my process! Thank you for listening. Please check out and subscribe to my Youtube Channel and Newsletter! JOSH KLOOZ, CFP®, MBA WEA

Jim Nordhaus:Intangible Balance Sheet Episode 63

Mar 09 2024 37 mins  
Welcome to this week's Intangible Balance Sheet conversation with Jim Nordhaus. See below and listen in for more of our conversation! Jim's journey from law school to joining the family businessFinancial challenges faced during economic downturnsSelling the business to Cisco and Jim's role within the companyInvolvement in expanding Cisco into MexicoTransition to Mult

Navigating Middle Market Dynamics - With Gilbert and Pardue: Episode 99

Mar 07 2024 29 mins  
Scott Bastian of Gilbert and Pardue joins me today to break down a recent white paper released by their team entitled: "5 Strategic Solutions for Middle Market Privately-Held Businesses in 2024". During our conversation we cover different trends that Scott and his team are seeing in the middle market space as well as steps business owners can take to proactively add value