Y’all Street
Y’all Street is a podcast dedicated to helping you grow, protect, and preserve your wealth with intention and meaning. Hosted by Wilson Wise of Consort Financial Partners, we dive deep into strategies that not only build your financial future but also align with your values and life goals. Each episode explores practical advice on smart investing, risk management, and long-term wealth preservation, all while ensuring that your financial decisions contribute to a life of purpose and fulfillment. Join us as we guide you on a journey to financial security that goes beyond the numbers, creating a legacy that truly matters.
Episodes
This week we are joined by our friend, Josh Roche - Kestra financial advisor with Roche Wealth in Oklahoma City - and we talk about life and his experience as an independent financial advisor.
https://www.rochewealth.com/gaining-to-give#:~:text=Gaining%20to%20Give%20is%20a,planning%20firm%20in%20Oklahoma%20City.
We're joined with Lexington attorney David Stout to talk about the importance of wills, trusts, and other documents. Who needs a will? What should a person do to plan to protect a legacy?
Our guest this week, Fred Doster, joins Wilson in a conversation about Military Missions, a Lexington based non-profit that sends care packages to deployed service members all over the world.
This episode showcases a colorful career and life with guest Mike Cincinelli.
Joined with friend and brilliant CPA Justin Allen of Sizemore and Tucker, Justin shows us how fun and beneficial CPAs can be.
Bart Giles joins Y'all Street speaking to the power of networking for small business owners.
This week of Thanksgiving, Wilson and guest Marisol Villalobos-Weeks discuss why she is Thankful for the American Dream.
In this episode, Wilson talks about ways to preserve your wealth.
This week we talk about the second piece of Consort's mission: protecting your wealth.
In this episode, we discuss the first part of the Consort slogan: Growth. What does growth mean, what does wealth mean, and how do you even begin to start growing your wealth?
Our introductory episode explaining the background of the podcast name and how you can interact with us.
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