Own Your Wealth
Latest Episodes
Achieving Life Balance in a Tech-Saturated World, with Marcey Rader (Ep. 9)
Rich, to me, is money. But wealth? Thats freedom and time. Marcey Rader, founder and president of RaderCo, business productivity consultants. In this episode, host Jason Deshayes and special gues
Owning Your Own Dental Practice: Future-Smart Strategies That Won’t Come Back to Bite You, With Robert H. Montgomery, III (Ep. 8)
Whether youre starting, selling, or transitioning a dental practice, expert guidance can prove invaluable throughout every stage of the complex process. Because when youre making a six-figure (or mo
Small Business Bookkeeping: From Confused Chaos to Confident Clarity with Carleen Lamay (Ep. 7)
Calling all small business owners! Dont miss out on this episode that will equip you with the bookkeeping tools and knowledge to elevate your small business to new heights. In this episode, Jason spe
Embracing Change To Live A More Impactful Life (Ep. 6)
Switching career directions isnt easy, especially when the transition requires a monumental leap of faith. A leap Elizabeth Hanes, a long-time Cook Wealth client, can speak to from personal experienc
Robo-Advisors: How Do They Compare? with Derek Williams CFP® (Ep. 5)
Youre looking for an advisor that perfect fit: someone who gets you and your communication style, someone who will carry out your wishes and meet your familys needs after you pass, and someone who
How An Investment Advisor Can Help By Listening and Looking Beyond ROI with Derek Williams, CFP® (Ep. 4)
Understanding the professional designations of your advice team can help truly identify how all the individual puzzle pieces work in unison to create your ideal portfolio. In this episode, Jason bring
When Advisors Can Actually Advise with Dave McDougall, CFP® (Ep. 3)
Fiduciary. Suitable. In clients best interest. Advisor. Do you know what any of these words really mean to you, the client? In this episode, Jason is joined by Dave McDougall to discuss how
The Client Experience: Creating a Sustainable Financial Future with Jason Deshayes (Ep. 2)
Join Jason Deshayes in this engaging podcast episode as he reveals the secrets of financial planning that bring a return on investment and also elevate the quality of life. The conversation centers ar
Introducing Cook Wealth: An Integrated Approach to Financial Planning with Jason Deshayes (Ep. 1)
In this podcast episode, Jason Deshayes, CPA/PFS, CFP, CKA, introduces his financial advisory firm, Cook Wealth, which integrates tax planning services, investment management, and financial planning
Own Your Wealth: Coming Soon
How you spend your money is, in many ways, how you spend your life. So how can you generate not just a return on your investments, but a return on life? Welcome to the Own Your Wealth podcast. Whether