Own Your Wealth

Own Your Wealth


Latest Episodes

Divorce Lawyer Talks Top 5 Financial Considerations
September 20, 2024

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
September 02, 2024

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
August 26, 2024

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
May 28, 2024

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)
April 25, 2024

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)
April 18, 2024

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?
February 26, 2024

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)
January 30, 2024

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)
January 16, 2024

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)
December 26, 2023

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