Where can I listen to this podcast?

This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.

Does this podcast accept guests?

Yes, this podcast regularly features guests.

Investing Advice Round Table: Conversations with the Industry

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by Elise Levy, Holly Henry and Larry Elovitz

8 episodes

Updated Daily

Accepts GuestsHas SponsorsLocation 🇺🇸

Podcast Overview

Our intention as three financial advisors, with three unique perspectives, is to provide relevant information, to people looking to further their education on investing. But what we realized is we don’t have all the answers! And all of us know a lot of smart people that have their own information to share. So, we thought, let’s get these people on a podcast with us, and we can share what they’ve learned during the course of their careers with you, our listeners. Featuring: Elise Levy, Holly Henry and Larry Elovitz Websites: lwpreno.com, rivervalleywm.com and investwithredwood.com

Language

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Publishing Since

11/22/2022

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Recent Episodes

May 18, 2023

Season One Finale: Wrapping Up

On this episode of our podcast, we skipped the guest and instead choose to interview each other. Listen as we discuss the highs and the lows of starting your own financial podcast, your favorite highlights from this season's guests and more insight into being a financial advisor in this modern world. And don't worry, we are gearing up for season 2 as we speak! Stay tuned...

April 17, 2023

Jeff Parren: So You're Turning 65 and Thinking About Medicare

On this episode of our podcast, we sat down and talked to Independent Insurance Broker, Jeff Parren of Agents Brokerage Parren Associates. Jeff has worked in the insurance industry since 2000. His focus has been life and health insurance for individuals, families and small group employers but he also works with disability income products, and long term care. Jeff is your go-to guy when it comes to all questions Medicare. This is a great episode for people nearing 65 who have questions about the different options available to them and how to go about finding useful resources.  . . . Disclosure: Jeff Parren and Agents Brokerage Parren Associates are not affiliated with or endorsed by LPL Financial, Legacy Wealth Planning, River Valley Wealth Management or Redwood Financial Group.

March 24, 2023

Brittany Roberts: So, You're Buying A House

On this episode of our podcast, we got to talk to Real Estate Agent, Brittany Roberts of Select Realty. Before her career in real estate, Brittany spent over 15 years of experience in drafting residential construction plans, space planning, remodels, home staging, kitchen and bathroom design, website design, advertising, and marketing. She is now able to use all those skills in a profession she is truly passionate about. This is a great episode for first time home buyers or people looking to start accumulating several investment properties. Brittany provides great insights and advice to all.  . . . Disclosure: Brittany Roberts and Select Realty are not affiliated with or endorsed by LPL Financial, Legacy Wealth Planning, River Valley Wealth Management or Redwood Financial Group.

8 total episodes available

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Frequently asked questions

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What is Investing Advice Round Table: Conversations with the Industry?: Our intention as three financial advisors, with three unique perspectives, is to provide relevant information, to people looking to further their education on investing. But what we realized is we don’t have all the answers! And all of us know a lot of smart people that have their own information to share. So, we thought, let’s get these people on a podcast with us, and we can share what they’ve learned during the course of their careers with you, our listeners.

Featuring: Elise Levy, Holly Henry and Larry Elovitz

Websites: lwpreno.com, rivervalleywm.com and investwithredwood.com
How often does this podcast release new episodes?: This podcast updates daily.
Where can I listen to this podcast?: This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
Does this podcast accept guests?: Yes, this podcast regularly features guests.

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