EWM INSIGHTS

Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL!

In this episode, we explore the transformative world of fitness and community with Joe Palumbo and Jim Tinsley, founders of Vice Athletics.

Discover how their unique approach to health and fitness coaching empowers individuals of all ages to reach their goals, emphasizing personalized training in a supportive environment.

Join us as we discuss the importance of having a coach, the benefits of strength training, and how to foster a community spirit within the gym.

Above all, through EWM INSIGHTS we want to encourage you to:

INVEST IN WHAT YOU LOVE!®

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Vice Athletics

https://www.viceathletics.com

Joe Palumbo

https://www.viceathletics.com/team

Jim Tinsley

https://www.viceathletics.com/team

Links referenced in this episode:

• viceathletics.com
• instagram.com/viceathleticsnorth
• instagram.com/viceathletics

Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL!

In this episode Kienan Briscoe returns to EWM Insights to discuss his recently released novel, "Eternity is a Shattered Coffee Cup." This poignant work explores impermanence through the coming-of-age journey of two friends, Matteo and Agos. As they confront the complexities of adulthood and the inevitable losses that shape their identities, Briscoe raises profound questions about the nature of existence and the significance of relationships in the face of life's transience. His reflections, shaped by personal experiences of grief, emphasize the possibility of self-reinvention amidst profound change. This conversation invites us to contemplate how loss can lead to a deeper understanding of ourselves and the world around us.

Feel free to share this episode with those in your circle who are on a similar path of learning.

We hope our conversations will help you acquire more knowledge, become even more curious about the gifts that are in and all around us, while supporting you to reach new heights as we grow together.

You can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/

Above all, through EWM INSIGHTS we want to encourage you to:

INVEST IN WHAT YOU LOVE!®

Takeaways:

• Keenan Briscoe discusses his latest novel, 'Eternity is a Shattered Coffee Cup', focusing on themes of impermanence and identity.
• The narrative centers around two friends navigating the complexities of life, loss, and the evolution of their identities over time.
• Briscoe's reflections on personal losses, including the deaths of family and friends, inform the philosophical underpinnings of his work.
• The novel explores the question of how individuals can reconstruct their identities following profound emotional experiences and losses.
• Briscoe emphasizes the value of living in the present and appreciating experiences as they unfold amidst the challenges of life.
• The conversation touches upon existentialism, illustrating how grief can catalyze personal growth and transformation.

Kienan Briscoe

https://mkienanbriscoecom.wordpress.com/

Available now on Amazon:

Eternity is a Shattered Coffee Cup

Also Available on Amazon:

Satori and Sorrow

Emerald City Blues

Magnum Opera

Ellis Wealth Management

https://www.elliswealthmanagement.com

Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL!

Stay Tuned - More Insights are on the way!!

Feel free to share episodes with those in your circle who are on a similar path of learning.

We hope our conversations will help you acquire more knowledge, become even more curious about the gifts that are in and all around us, while supporting you to reach new heights as we grow together.

You can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/

Above all, through EWM INSIGHTS we want to encourage you to:

INVEST IN WHAT YOU LOVE!®

Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL!

In this special classic replay edition podcast, we explore one of life’s greatest investments: fatherhood.

Paul emphasizes that while financial investments often dominate discussions, the impact of being an active father is profound and lasting.

As we celebrate Father’s Day, Paul shares heartfelt reflections on the importance of nurturing relationships with children. He argues that the true measure of wealth lies in the time spent with family, as involved fathers significantly enhance their children's emotional and psychological well-being.

Staggering statistics reveal that children with engaged fathers are more likely to excel academically, avoid trouble, and pursue higher education.

This involvement can dramatically influence a child's success, highlighting the critical role of emotional support and guidance.

Paul also discusses fatherhood as a generational investment, likening it to managing financial assets. Just as investors nurture their portfolios, fathers must actively engage with their children to create a legacy that extends beyond material wealth.

Takeaways:

• Fatherhood represents a profound investment that significantly impacts children's emotional and psychological well-being.
• Active fathers enhance their children's academic performance and reduce behavioral issues, fostering long-term success.
• Just as financial portfolios require nurturing, so too do the relationships we build with our children.
• The essence of true wealth lies in the time and presence we dedicate to our families.
• Children of engaged fathers are statistically more likely to pursue higher education and achieve stable employment.
• The legacy of fatherhood transcends material wealth; it is an investment in character and resilience.

This Father’s Day, let’s celebrate the fathers committed to this noble and lasting investment.

Additional Notes and resources have been attached below.

Feel free to share this episode with those in your circle who are on a similar path of learning.

We hope our conversations will help you acquire more knowledge, become even more curious about the gifts that are in and all around us, while supporting you to reach new heights as we grow together.

You can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/

Above all, through EWM INSIGHTS we want to encourage you to:

INVEST IN WHAT YOU LOVE!®

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Original post: The Lynnwood Times - https://lynnwoodtimes.com/2021/06/20/the-investment-of-fatherhood/

References:

Ellis Wealth Management

https://www.elliswealthmanagement.com

Michael Irvin

https://www.michaelirvin88.com

Wall Street Journal

https://www.wsj.com

National Center for Educational Statistics

https://nces.ed.gov

Lynwood Times

https://www.lynnwoodtimes.com

Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL!

In this special edition podcast in honor of Memorial Day, we learn of the life, and impact of Hal Moore.

A graduate of the West Point Military Academy, Lt. General “Hal” G. Moore Jr, had significant impact on those he served, those who served with him - and beyond.

His book, “We Were Soldiers Once…and Young”, a New York Times Best Seller became a Hollywood movie entitled “We Were Soldiers”, starring Mel Gibson and Sam Elliott, for which it was nominated for 5 awards.

Hal Moore’s awards include:

• The Distinguished Service Cross
• Army Distinguished Service Medal
• Legion of Merit
• Bronze Star Medal with “V” Device
• Purple Heart
• Air Medal , and
• The West Point Graduate Organization’s 2003 Distinguished Graduate Award

Leader, Instructor, Mentor, Author; Hal Moore exemplified a life of purpose and passion.

Additional Notes and resources have been attached below.

Feel free to share this episode with those in your circle who are on a similar path of learning.

We hope our conversations will help you acquire more knowledge, become even more curious about the gifts that are in and all around us, while supporting you to reach new heights as we grow together.

You can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/

Above all, through EWM INSIGHTS we want to encourage you to:

INVEST IN WHAT YOU LOVE!®

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The Mansions of The Lord

United States Military Academy Glee Club

To fallen soldiers let us sing

Where no rockets fly nor bullets wing

Our broken brothers let us bring

To the mansions of The Lord

No more bleeding, no more fight

No prayers pleading through the night

Just divine embrace, eternal light

In the mansions of The Lord

Where no mothers cry

And no children weep

We shall stand and guard through the angels sleep

While through the ages safely keep

The mansions of The Lord

Songwriters: Nick Glennie Smith / Randall Wallace

The Mansions of the Lord lyrics © Songs Of Wheelhouse

Book: "We Were Soldiers Once ... and Young" available at Amazon and Other fine bookstores

Movie: "We Were Soldiers" - IMDB Information: https://www.imdb.com/title/tt0277434/?ref_=nv_sr_srsg_0

Memorial Day Letter to America’s Youth

By Lt. Gen. Hal Moore on May 26, 2011

https://americanprofile.com/articles/memorial-day-letter-to-americas-youth/

Greatest stated accomplishment: Someone once asked him, "General, what do you consider your most important accomplishment?" Now, of course, you are asking this question of someone nearly 95 years old, with somewhat of a resume.

"What is your most important accomplishment?" He replied, "It hasn’t happened yet. My most important accomplishment will be when I cross that line at St. Peter’s gate and meet my God and my [wife] Julie."

-Army Times, https://www.armytimes.com/news/your-army/2017/02/19/remembering-lt-gen-hal-moore-read-the-moving-eulogy-delivered-by-his-eldest-son/

Companies mentioned in this episode:

• Ellis Wealth Management: https://elliswealthmanagement.net/
• Harvard University: https://www.harvard.edu/
• West Point Military Academy: https://www.westpoint.edu/
• New York Times: https://www.nytimes.com/

Welcome to EWM Insights where we focus and highlight HUMAN CAPITAL!

In this episode, we explore the forces that shape the value of money, starting with the one currency that quietly influences almost everything: the U.S. dollar.

From the prices you pay at the store to the way portfolios are positioned worldwide, the dollar is at the center of the global financial system. However, behind the scenes, currency markets are far less stable than most people realize—nearly 90% of activity is driven not by trade, but by speculation.

We are joined by Peter Boardman, Portfolio Manager and Managing Director at Nuveen Asset Management. During our discussion, we break down what truly moves currencies, from interest rates and inflation expectations to geopolitical stability, and why these factors matter more than headlines.

We also examine the relationship between oil prices and the dollar, and what that connection means for global growth, inflation, and investment strategy.

Our goal is simple: to bring clarity to a complex system so you can better understand how currency movements shape the world around you and the decisions you make within it

Additional Notes and resources have been attached below.

Feel free to share this episode with those in your circle who are on a similar path of learning.

We hope our conversations will help you acquire more knowledge, become even more curious about the gifts that are in and all around us, while supporting you to reach new heights as we grow together.

You can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/

Above all, through EWM INSIGHTS we want to encourage you to:

INVEST IN WHAT YOU LOVE!®

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Takeaways:

• The value of a currency is primarily influenced by a country's economic situation, including interest rates and political stability.
• A significant portion of currency transactions is driven by speculation rather than fundamental economic activities like trade.
• The US dollar remains the dominant currency in global trade, accounting for a substantial percentage of foreign exchange transactions.
• Higher interest rates in the US attract foreign capital, thereby strengthening the dollar compared to other currencies.
• Commodities such as oil and gold are predominantly priced in US dollars, which impacts inflation and economic growth globally.
• Investors should consider the implications of currency fluctuations on their portfolios, particularly with regard to international assets.

Links referenced in this episode:

• www.elliswealthmanagement.com
• www.nuveen.com
• www.cnbc.com
• www.nikkei.com
• www.greenwichassociates.com

Peter Boardman manages the Nuveen International Value Strategy Fund focused on finding opportunities in non US equity markets.

Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL!

Stay Tuned - More Insights are on the way!!

Feel free to share episodes with those in your circle who are on a similar path of learning.

We hope our conversations will help you acquire more knowledge, become even more curious about the gifts that are in and all around us, while supporting you to reach new heights as we grow together.

You can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/

Above all, through EWM INSIGHTS we want to encourage you to:

INVEST IN WHAT YOU LOVE!®

In the latest episode of Insights, host Paul Ellis engages in a heartfelt conversation with Stephanie Terry, the Sales and Marketing Director at Harbor Point Senior Living. Their discussion reveals the profound impact of community and intergenerational relationships in the realm of senior living. Stephanie, a Pacific Northwest native, shares her journey from being an Air Force child to establishing a career dedicated to enriching the lives of seniors.

Stephanie's passion for senior living stems from her own experiences with her grandparents, who inspired her to embrace the values of compassion and community service. As she navigates her role, she emphasizes the importance of understanding the unique needs of seniors and their families, particularly during transitions into senior living communities. This understanding is crucial as it helps bridge the gap between different generations and fosters a sense of belonging.

The conversation also touches on the challenges facing the senior living sector, especially in light of the COVID-19 pandemic. With the baby boomer generation beginning to retire, there is an increasing demand for resources and support systems. Stephanie highlights the need for proactive planning and open conversations among families regarding health, legal documents, and care options.

Throughout the episode, both Paul and Stephanie remind us that investing in what we love extends beyond personal interests; it encompasses the relationships we build and the communities we nurture. By fostering a spirit of connection and understanding, we can create a more inclusive and supportive environment for our seniors.

Tune in to this enlightening episode to gain insights into the world of senior living and discover how you can make a difference in your community!

Additional Notes and resources have been attached below.

Feel free to share this episode with those in your circle who are on a similar path of learning.

We hope our conversations will help you acquire more knowledge, become even more curious about the gifts that are in and all around us, while supporting you to reach new heights as we grow together.

You can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/

Above all, through EWM INSIGHTS we want to encourage you to:

INVEST IN WHAT YOU LOVE!®

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Companies mentioned in this episode:

1. Harbor Point Senior Living

https://harborpointseniorliving.com

1. Mukilteo Chamber of Commerce

https://mukilteochamber.org

1. Steel Magic Northwest

https://steelmagicnorthwest.com

1. University of Arizona

https://arizona.edu

1. University of Providence

https://uprovidence.edu

Takeaways:

1. The podcast emphasizes the importance of investing in areas that resonate with personal passion and values.
2. A strong community connection is vital for both personal fulfillment and professional success in senior living.
3. The experiences and lessons learned from caring for elderly family members greatly influence one's career trajectory in senior services.
4. Intergenerational relationships foster understanding and enrich lives, encouraging engagement across age groups.
5. Effective communication and emotional intelligence are essential for success in the field of senior living.
6. Proactive planning for health and legal matters is crucial to ensure a smooth transition into senior care.

Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL!

As the holiday season approaches, it’s a time for reflection, gratitude, and connection.

In this special episode, Paul Ellis and Tiffany Burchett take a moment to appreciate the relationships they've built over the past year. The year has been filled with challenges and changes, and they acknowledge the journey that many have experienced.

They review the resources they've provided throughout the year, including Planning, Advice, Coaching, and Investments - emphasizing their commitment to the families they serve.

With the introduction of new practice partners and the continuation of their private and public podcasts, listeners can expect even more valuable insights in the coming year.

One of the highlights of the episode is the personal touch that Paul and Tiffany bring as they share their holiday traditions. Tiffany fondly recalls cozy nights spent with her children, curled up by the tree, enjoying the magical glow of the lights. Paul shares his family's tradition of watching Christmas movies and creating a shared family photo album, emphasizing the importance of keeping memories alive.

As they look forward to the new year, they express excitement about their partnership with Vanilla for estate planning, which promises to enhance family finances and legacy planning. Their EWM INSIGHTS podcast will continue to highlight human capital and thought leadership, ensuring that listeners receive valuable content every month.

In closing, Paul and Tiffany extend their heartfelt wishes for a Merry Christmas and a Happy New Year to all their clients and listeners. They remind everyone to invest in what they love and express their gratitude for the opportunity to serve.

This episode is a beautiful reminder of the importance of family, tradition, and connection, making it a must-listen as we transition into a new year.

Feel free to share this episode with those in your circle who are on a similar path of learning.

We hope our conversations will help you acquire more knowledge, become even more curious about the gifts that are in and all around us, while supporting you to reach new heights as we grow together.

You can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/

Above all, through EWM INSIGHTS we want to encourage you to:

INVEST IN WHAT YOU LOVE!®

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Takeaways:

• This year has been characterized by significant change and careful consideration for many individuals.
• The introduction of our partnership with Vanilla has enhanced our estate planning services remarkably.
• We express profound gratitude for the continued support and relationships cultivated this year.
• Our Insights podcast will persist in offering valuable thought leadership on a monthly basis.
• Family traditions during the holidays foster connections and create cherished memories for years to come.
• We look forward to serving our clients and their families with renewed commitment in the New Year.

Companies mentioned in this episode:

• EWM Insights
• Apple Podcasts
• Spotify
• Amazon Music
• Vanilla
• Ellis Wealth Management

Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL!

Stay Tuned - More Insights are on the way!!

Feel free to share episodes with those in your circle who are on a similar path of learning. 

We hope our conversations will help you acquire more knowledge, become even more curious about the gifts that are in and all around us, while supporting you to reach new heights as we grow together.

You can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/

Above all, through EWM INSIGHTS we want to encourage you to:

INVEST IN WHAT YOU LOVE!®