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If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com. Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs.
Scheduling is easy—once you land at jessupwealthmanagement.com just click “Schedule Initial Call” and select a time that works best for you!
There’s a quick survey to fill out that will help guide the conversation and ensure your time is used efficiently.
If you’re ready to learn more, visit jessupwealthmanagement.com and book your call today!
Show Notes:
Post on X from Ryan Detrick on July 1st - https://x.com/ryandetrick/status/1940124991451979924?s=12&t=Godkt5FzuqWcmpmvo2G5Jg
Another post on X from Ryan Detrick on July 2nd - https://x.com/ryandetrick/status/1940517433443586194?s=12&t=Godkt5FzuqWcmpmvo2G5Jg
Important “One Big Beautiful Bill” provisions – From “The Tax Advisor” website by Alistair Nevius, J.D. on 6.29.25 - https://www.thetaxadviser.com/news/2025/jun/details-of-tax-changes-in-senate-reconciliation-bill/
Episode 308 Topics:
4.8
3333 ratings
If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com. Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs.
Scheduling is easy—once you land at jessupwealthmanagement.com just click “Schedule Initial Call” and select a time that works best for you!
There’s a quick survey to fill out that will help guide the conversation and ensure your time is used efficiently.
If you’re ready to learn more, visit jessupwealthmanagement.com and book your call today!
Show Notes:
Post on X from Ryan Detrick on July 1st - https://x.com/ryandetrick/status/1940124991451979924?s=12&t=Godkt5FzuqWcmpmvo2G5Jg
Another post on X from Ryan Detrick on July 2nd - https://x.com/ryandetrick/status/1940517433443586194?s=12&t=Godkt5FzuqWcmpmvo2G5Jg
Important “One Big Beautiful Bill” provisions – From “The Tax Advisor” website by Alistair Nevius, J.D. on 6.29.25 - https://www.thetaxadviser.com/news/2025/jun/details-of-tax-changes-in-senate-reconciliation-bill/
Episode 308 Topics:
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