The path to pursuing your financial goals is not a straight one… it comes with twists and turns, unexpected roadblocks, and even a few pleasant surprises along the way. Holly Mazzocca, president of Bartlett Wealth Management, helps you navigate the course by providing stories and insights that you can apply to your own unique path. Join Holly to dive into conversations that cover current dynamics in the financial markets, retirement planning, charitable giving that aligns with your values, passing wealth on to future generations, business transitions, and so much more as you explore the many transitions your personal wealth journey will take over time.
Holly is joined by three generations of Bartlett advisor: Mike Cambron, Laura Humphrey, and Catherine Miller. Mike, Laura, and Catherine provide insight into their roles in the firm and the clientele they work with. From matriarchs and patriarchs to grandchildren or great-grandchildren, these three advisors have a unique role to play. After, Holly will reflect on some exciting news for Team Bartlett - winning the number one spot in the Enquirer’s 2022 Top Workplaces.
Learn more at bartlett1898.com. Join us on Facebook and Instagram @Bartlett198, and on LinkedIn @Bartlett Wealth Management
22 Feb 2022
Maintaining Balance
Holly is joined by Jim Hagerty, principal and CEO of Bartlett Wealth Management and Lori Poole, principal and wealth advisor at Bartlett Wealth Management. As a follow-up to this year’s Strategy Update, Jim and Lori will tackle the topics of market volatility, the importance of an investor’s temperament, financial planning, and a few tips on keeping balanced in life as well as in portfolios. Afterward, Holly will review the Cincinnati Bengals’ 2021-2022 season and what leadership lessons stand out from Joe Burrow and his team.
Learn more at bartlett1898.com. Join us on Facebook and Instagram @Bartlett198, and on LinkedIn @Bartlett Wealth Management
2 Dec 2021
A Season of Giving
In this episode, we feature two special guests who offer an inside look at year end planning with a focus on charitable giving. Jason Katz, a principal and wealth advisor with Bartlett Wealth Management, will walk us through how to build your year end charitable giving checklist. After that, we'll be joined by Michele Carey, the director of professional advisor relations with the Greater Cincinnati Foundation, who will share insights into how community foundations can help connect people with purpose through the lens of charitable giving.
Learn more at bartlett1898.com. Join us on Facebook and Instagram @Bartlett198, and on LinkedIn @Bartlett Wealth Management
19 Oct 2021
Empowering Women to Invest + Quarterly Market Recap
Holly is joined by Wijdan Jreisat, Family Attorney and passionate advocate for women. Holly and Wijdan center their conversation around the concept of “empowering women to invest,” stemming from Bartlett’s recent female-focused initiative. They break open common myths, long-held beliefs, and expectations regarding women, while exploring the opportunities to push past societal norms. Later in the episode, Jim Hagerty, CEO at Bartlett Wealth Management, hops on to give a quarterly update on markets and how it may impact your investments.
Learn more at bartlett1898.com. Join us on Facebook and Instagram @Bartlett198, and on LinkedIn @Bartlett Wealth Management
31 Aug 2021
Principles of Wealth Kick-off + Navigating Transitions That Impact Wealth
In this inaugural episode of Principles of Wealth, Holly introduces herself and the podcast, while outlining what listeners can expect from the show. She is later joined by Jim Hagerty, Bartlett’s CEO, who shares more about his experience helping clients navigate life’s transitions, the impact transitions can have on your wealth, and the parallels between golf and investing.
Learn more at bartlett1898.com. Join us on Facebook and Instagram @Bartlett198, and on LinkedIn @Bartlett Wealth Management
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