Wealth Strategies Unleashed

About Wealth Strategies Unleashed

Wealth Strategies Unleashed turns complex money decisions into clear, actionable steps to help you build, protect, and enjoy your wealth, brought to you by Concenture Wealth Management. https://concenturewealth.com/ The information contained herein is intended to be used for educational purposes only and is not exhaustive. Diversification and/or any strategy that may be discussed does not guarantee against investment losses but are intended to help manage risk and return. If applicable, historical discussions and/or opinions are not predictive of future events. The content is presented in good faith and has been drawn from sources believed to be reliable. The content is not intended to be legal, tax or financial advice. Please consult a legal, tax or financial professional for information specific to your individual situation. This work is powered by Concenture Wealth Management. Registered Representative of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Concenture Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.

Publisher

Concenture Wealth Management

Category

business · business

Language

en

Explicit

No

First episode

30 Jun 2023

Latest episode

2 Oct 2026

Latest episodes

96 episodes in the feed.

1. 

   2 Oct 2026

   3 Things That Could Actually Move Markets

   In this episode, Senior Advisor Karen Heider and CIO Mike Alexander break down the market environment heading into the final months of 2026, what they're watching most closely, and how investors can separate meaningful signals from short-term noise. Key themes from the conversation: Why markets have remained resilient despite a long list of concernsThe importance of corporate earnings in supporting current valuationsWhat inflation and the Federal Reserve could mean for marketsWhy broade...

2. 

   5 Aug 2026

   How To Know If You’re Actually Diversified

   In this episode, Robert Gilliland and CIO Mike Alexander discuss why today's market can create the illusion of diversification, the hidden concentration risk many investors unknowingly carry, and how proper portfolio construction is designed to protect wealth over full market cycles, not just during bull markets. Key themes from the conversation: Why many "diversified" portfolios are actually heavily concentrated The difference between owning many investments and owning different i...

3. 

   1 Jul 2026

   The Most Expensive Lie in Retirement Planning

   In this episode, Robert Gilliland and Karen Heider explain why retirement doesn't eliminate taxes, but simply changes where your income comes from. They discuss the hidden tax challenges retirees often face and the strategies that can help create more flexibility throughout retirement. Key themes from the conversation: Why many retirees don't actually move into a lower tax bracket like they expectHow retirement income from multiple sources gets taxed The hidden impact of Required M...

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

YouTube views

214,014

Score snapshot 15 Sept 2025

Apple Podcasts (US)

5.0 / 5

7 ratings

Spotify

5.0 / 5

4 ratings

Podcast Authority Score: 70 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

64

Social presence

91

YouTube

86

Engagement

60

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Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.

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