The Trusted Partner Podcast

Jan 29 2025 54 ep. 38 mins 8

The Trusted Partner Podcast artwork

What does it take to make smarter financial decisions and secure your future? Welcome to The Trusted Partner, where Cobblestone Capital Advisors’ Jesse Cramer and Gabe Chodak bring you engaging conversations with experts in financial planning, investment management, and wealth management. Designed to help you take control of your financial future, this podcast simplifies complex topics like tax-efficient investing, retirement planning strategies, and comprehensive financial planning. Whether you’re navigating your growing career, preparing for retirement, or planning a lasting legacy, our expert guests provide practical advice tailored to real-world needs. Based in Rochester, NY, Jesse and Gabe combine their professional insights with relatable stories and actionable tips, helping you turn financial goals into achievable results. The Trusted Partner Podcast isn’t just about managing money. It’s about building confidence, securing peace of mind, and empowering you to make informed decisions for the long term. Tune in to The Trusted Partner Podcast and take the first step toward a smarter, brighter financial future.

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Cobblestone’s Best Thinking on 2025 | John DiPasquale - E54

Jan 29 2025 30 mins

John DiPasquale, managing partner at Cobblestone Capital Advisors reflects on his 26 years with the firm, discussing its evolution from a small team to a mid-sized business with a strong focus on client satisfaction and sustainable growth. The conversation transitions into a discussion on macroeconomic factors, the importance of setting realistic market expectations, and the role o

Avoid These Common Residential Real Estate Investing Mistakes | Michael Burton – E53

Dec 25 2024 35 mins

Michael Burton, a private investment analyst at Cobblestone Capital Advisors explores the intricacies of residential real estate investing. He shares his journey from junior year in college to owning multiple rental properties in Rochester, New York, and explains the due diligence required for successful real estate investments. The conversation includes insights into the importanc

What You Need to Know Before Selling Your Business: Tips From an Investment Banker | David Riley - E52

Nov 27 2024 28 mins

David Riley, an expert in investment banking, discusses the intricacies of the industry, especially within the context of Western New York. He breaks down how investment banks facilitate large-scale financial transactions, including mergers, acquisitions, and capital raising. David also delves into the different market segments, from top-tier firms like Goldman Sachs to middle-mark

Life’s Best Investments Aren’t Financial | Kimberly Greulich - E51

Oct 30 2024 34 mins

Gabe and Jesse explore the world of travel with Kim Greulich, owner of KG Travel Club. As a travel expert, Kim guides listeners through enhancing travel experiences beyond conventional methods. The discussion covers the importance of travel as an investment in personal growth and family bonding, exploring lesser-known destinations, and smart budget management. Additionally, Kim sha

Fed Rate Cut. Now What? - E50

Sep 26 2024 33 mins

Gabe and Jesse discuss the Federal Reserve's recent September 20th 50 basis points rate cut and its ramifications. They explore the effects on various investment decisions, such as high-yield savings accounts and fixed-income investments, and the broader implications for the stock and real estate markets. They also address how high-net-worth individuals and retirees might be impact

Sports Cards: Cardboard or Currency? | Zach Stanley - E49

Aug 28 2024 38 mins

Zach Stanley joins the podcast to share insights into the future of the sports card industry, its role as an alternative asset and Zach’s personal stories of treasured sports memorabilia. Zach explains the concept of card breaking, the financial rationale for buying specific teams and its impact on the sports card industry. He elaborates on the evolution of the industry, describi

Hedge Funds: Greedy or Misunderstood? | Jason Garlock - E48

Jul 24 2024 38 mins

Jesse and Gabe are joined by Jason Garlock, Chief Investment Officer at Cobblestone Capital Advisors, to demystify hedge funds. The conversation covers what hedge funds are, their legal structure, investment strategies, performance metrics, fee structures, and regulatory environment. Jason draws comparisons with mutual funds and traditional investments, emphasizing the importance o

Should Couples Combine Their Finances? | E47

Jun 05 2024 37 mins

Jesse and Gabe sit down with Allison Schraf, a Senior Wealth Planner at Cobblestone Capital Advisors, to discuss the pros and cons of couples (whether married or not) combining their finances. Topics include: - the importance of communication, transparency, and compromise. - practical advice on creating a household budget, allocating expenses, and managing joint finances. -

Smart Golf = Smart Wealth Management - E46

May 23 2024 31 mins

Jesse and Gabe meet at the 9th green at 9 for a chat about golf and wealth management, and the varied similarities between the two. Both are exercises in: - Seeking reward while managing risk - Striving to reach your own personal goals, ignoring the outside noise - Planning for what's next and looking ahead - Occasionally hitting it the sand - but focusing on a smart reco

Investing in Commodities: Is it Fool's Gold?

May 08 2024 30 mins

Jesse and Gabe are joined by Charlie Ruff, Cobblestone's Head of Investment Strategy & Communications, to discuss commodities investing: the good, bad, and ugly. Specifically, the three discuss: - what are the different "genres" of commodities? - why does the commodities market exist? - is it worth considering commodities in a diversified portfolio? - do you have to *o