Pursuing Knowledge, brought to you by Pursuit Wealth Group is here to break down the world of personal finance.
Pursuit Wealth Group
950 Essington Road, Suite 2A
Joliet, IL 60435
P: (815)-714-7670
721 Bedford Road
Morris, IL 60450
Pursuit Wealth Group is not affiliated with Pursuit Wealth Management of Florida or any other financial planning and portfolio management company or firm with the phrase “Pursuit Wealth” or the word “Pursuit” in its name.
The Financial Advisor(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check BrokerCheck for a list of current registrations. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA https://www.finra.org / SIPC https://www.sipc.org a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth. Please review our Terms of Use: www.commonwealth.com/terms-of-use.html (http://www.commonwealth.com/terms-of-use.html)
The information discussed on this program is for educational and informational purposes only and should not be construed as investment advice, a solicitation, or a recommendation to buy or sell any security or investment product. All investments involve risk, including the loss or principal. No strategy can assure a profit, protect against loss in declining markets, or guarantee that any objective or goal will be achieved. Please contact your financial professional for more information specific to your situation.
What Happens to Your Equity When Your Company Gets Bought or Goes Public
Think all equity compensation is the same? Think again. From stock options and RSUs to phantom stock and profits interest, we're diving into the differences that could affect your financial future. Tune in to learn how these compensation strategies work and what to watch out for. #PursuingKnowledge #FinancialEducation #StockOptions #RSUs #BusinessOwners #ExecutiveCompensation #PursuitWealthGroup
20 Aug 2026
The Retirement Fitness Plan
Want to know the secret to a healthier retirement? It starts with small, consistent habits. We discuss how the same discipline that builds long-term financial success can also improve physical fitness. Start practicing healthy habits today to strengthen both your health and your financial future. #RetirementPlanning #FinancialFitness #HealthyHabits #PursuingKnowledge #PursuitWealthGroup
18 Aug 2026
The Tax Bomb Hidden Inside Traditional IRAs
Traditional IRAs can be powerful retirement savings tools, but many retirees are surprised when withdrawals create larger tax bills than expected. Required Minimum Distributions, Medicare premiums, and Social Security taxation can all be affected by how and when you withdraw your retirement savings. Planning today may help reduce taxes tomorrow. #RetirmentPlanning #TaxPlanning #TraditionalIRA #RothConversion #FinancialEducation #WealthManagement
6 Aug 2026
Lifespan Vs. Healthspan
A longer life is a gift, but a healthier life is the goal. 💙 Retirement isn't just about how many years you live, it's about how many of those years you can truly enjoy. The difference between lifespan and healthspan can have a major impact on your quality of life, independence, and finances. Chronic health issues can lead to rising medical expenses, long-term care costs, and the inability to do the things you've worked so hard to enjoy in retirement. Investing in your health today may be jus...
4 Aug 2026
Is All Debt Bad Debt?
Is all debt bad? 🤔 Not necessarily. The real question is whether your debt is helping you build wealth or holding you back. Understanding the difference could have a major impact on your long-term financial success. #MoneyMindset #WealthBuilding #PursuingKnowledge #PursuitWealthGroup
21 Jul 2026
Retirement Risk is Bigger than the Market
What if I told you the biggest risk to your retirement isn't the stock market? Most people spend decades preparing for market volatility—but very little time preparing for the decisions that determine how long their money lasts. ✔️ Social Security timing ✔️ Tax strategy ✔️ Withdrawal order ✔️ Inflation ✔️ Long-term care These choices can have a greater impact on your retirement than the next market downturn. Are you preparing for investment risk—or retirement risk? #Re...
14 Jul 2026
The 5 Biggest Financial Decisions to Make Before You Retire
Retirement is one of life's biggest transitions, and the financial decisions you make in the years leading up to it matter more than ever. In this episode of Pursuing Knowledge, we discuss the 5 key decisions that can help protect your retirement lifestyle and set you up for long-term success. 🎙️✨
7 Jul 2026
What the Steam Tractor Can Teach You About the AI Boom
Every era has its breakthrough. The steam engine. Electricity. The internet. Today, it's AI. History doesn't repeat itself—but it does rhyme. #AI #ArtificialIntelligence #Technology #PursuitWealthGroup
30 Jun 2026
HIPAA and Healthcare POA
One of the most overlooked parts of college prep: legal access. When your child turns 18, privacy laws kick in—leaving parents in the dark during emergencies. Putting healthcare POA and HIPAA documents in place helps you stay informed when it matters most. #EstatePlanning #FinancialPlanning #PursuitWealthGroup #ClientJourney #WeAreHereForYou #FinancialWellness
22 Jun 2026
Estate Planning
Estate planning helps protect your legacy and the people who matter most - here's how. #EstatePlanning #FinancialPlanning #PursuitWealthGroup #ClientJourney #WeAreHereForYou #FinancialWellness
2 Jun 2026
SpaceX, IPOs & Ancient Rome
SpaceX, IPOs, and ancient Rome – the connection might surprise you. What does the SpaceX IPO mean for investors? #SpaceX #IPO #InvestingEducation #WealthManagement #FinancialPlanning #MarketInsights #InvestmentStrategy
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