“It’s Not Just About Money”
Welcome to Glenwood’s podcasts, where commentaries are led by our belief that wealth management is not just about $$$–It includes values, traditions, knowledge, memories, and so much more.
Listeners will be rewarded with behind-the-curtain views that touch on hot topics like Bitcoin and ARK Invest, while emphasizing teachable moments to help investors stay calm during the market’s ups and downs, decide if a fiduciary relationship is right for them, and gain a clearer understanding of life as a Glenwood client.
Featured: Is Bitcoin Legit?
011: Bitcoin, Credibility, & 6Ds
010: ARK Invest & Cathie Wood, Glenwood's unique journey
009: Best Kept Secrets, Part 1
008: Best Kept Secrets, Part 2
007: Vast Institutional Resources
006: Initial Contact: What Happens then?
005: A Client Story
004: Core Values
003: Custom Solutions
001: Introduction to GFP
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Meet the Hosts
We note at the outset that the word “Partners” was intentionally incorporated into the firm name “Glenwood Financial Partners” because the founders of the firm believe, and clients have echoed, that it best describes the nature of their relationships with clients.
Rick and Michael’s greatest motivation is their desire to help people, and that desire relates to both managing the vast complexities of the financial world and sharing the joys and navigating the stresses of everyday life. Accordingly, they routinely refer to their work as financial “life” management, and their podcasts repeat the mantra: “It’s Not Just About Money.”
Since teaming up in 2003, Rick and Michael have served as fiduciaries in meeting each client’s unique circumstances and locations, ranging from the professional offices of law firms and corporations to the hot and dusty summer fields of hard-working farmers. The mission is to meet people where they are in life for the purpose of providing wealth management services that achieve the highest levels of customized investment management and real-life solutions.
Join our podcasts for first-hand introductions to our firm, our people, our service, and our knowledge, experience, and values. We also cover a variety of topics, from the more timely, such as “Bitcoin” and “Disruptive Innovation,” to the basics, such as “fiduciary advisors” and “customized solutions.”
We hope you’ll be empowered with knowledge and purpose.