Own Your Wealth
Latest Episodes
Divorce Lawyer Talks Top 5 Financial Considerations
Are you going through a divorce? Do you know someone who is going through a divorce? - There are a lot things to think about during a divorce and there are some big mistakes people can make if they ac
Financial Advice for People with Aging Parents – Sandwich Money Part 3
Do you have aging parents and kids? This video is for you. It's the third video from our Sandwich Money series, where Mike and Sophie discuss financial considerations for adults who have aging parents
Financial Advice for Parents of Adult Children – Sandwich Money Part 2
Are your kids starting new jobs? Graduating college soon? Getting promoted? Do they listen to you? Do you wish there was a mutual third party to help set them up for financial success? This video is p
Financial Advice for Parents with Children in School – Sandwich Money Part 1
Parenting is hard! Mike eases the burden a bit with some tips about money for parents with children college age and younger. This video is part 1 of a 3-part series called "Sandwich Money", where So
Talking To Your Family About Your Estate Plan (Ep. 25)
Why is talking about money with your family so taboo? How can we take some of the awkwardness out of talking about money? Is it important to discuss your estate plan with your children? How much money
What is an Experience Team? (Ep. 24)
What is the Cook Wealth Experience Team? What is a Chief Experience Officer? How do these things help us deliver the best client and employee experience possible? Learn how the idea of the Experience
What are Wealth Management Advice Teams?
How Cook Wealth is serving clients holistically and efficiently
Making a Clean Break: What You Need to Know About Changing Financial Advisors or CPAs (Ep. 22)
We get itthe decision to change financial advisors or CPAs isnt an easy one. But if youre struggling to reach your advisor, dont see eye-to-eye on risk or investment strategies, or are ready for a
2024 Tax Changes: How to Plan Now and Pay Less (Ep. 21)
No one wants to overpay on their taxes. But if youre not reviewing the biggest annual tax changes with your CPA or tax advisor, and adjusting your savings, contributions, and spending accordingly, yo
Do You Need a Niche? Chris Hervochon’s Advice for Growth-Minded Business Owners (Ep. 20)
Niching downchoosing a specialty and focusing your efforts around itcan help a business grow faster, develop better services, and provide greater value to the customers it serves. But for entreprene