• How to Invest During Volatility | Ep. 5
    Sep 17 2024

    In Episode 5 of Money Map, we explore how to invest during volatile market conditions. Uncertain markets can be daunting, but with the right strategies, you can not only protect your investments but also seize profitable opportunities. Whether you're new to investing or a seasoned pro, this episode provides practical insights to help you confidently navigate market volatility!

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    17 mins
  • Understanding Investment Accounts | Ep. 4
    Sep 12 2024

    Want to know the difference between IRAs, 401(k)s, and brokerage accounts? Today on Money Map, we break down the key differences between various investment accounts and how they work. Learn about tax implications, contribution limits, and much more!

    Concenture Wealth Management is an independent, integrated, Houston-based investment advisory firm founded on the belief that the most positive impact on a client is achieved by focusing not only on financial goals but on life goals.

    Legal Stuff
    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.

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    23 mins
  • 5 Questions New Investors Should Ask Themselves | Ep. 3
    Sep 10 2024

    Welcome back to Money Map! In episode 3 we break down the essential questions every emerging investor should ask themselves to make sure they're on the right track to financial success.

    Concenture Wealth Management is an independent, integrated, Houston-based investment advisory firm founded on the belief that the most positive impact on a client is achieved by focusing not only on financial goals but on life goals.

    Legal Stuff
    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.

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    19 mins
  • Guide to Building a Portfolio | Ep. 2
    Sep 6 2024

    In Episode 2 of The Money Map Podcast, we'll talk you through the essentials of building a strong investment portfolio that aligns with your financial goals. Whether you’re just starting out or looking to refine your strategy, we’ll talk about the key components of a well-balanced portfolio, from asset allocation to risk management. Learn how to make informed decisions, avoid common pitfalls, and set yourself up for long-term success.

    Concenture Wealth Management is an independent, integrated, Houston-based investment advisory firm founded on the belief that the most positive impact on a client is achieved by focusing not only on financial goals but on life goals.

    Legal Stuff
    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.

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    21 mins
  • Your Financial Roadmap | Ep. 1
    Sep 3 2024

    Welcome to the Money Map Podcast by Concenture Wealth Management! Join Ben LeBoeuf & Callen Campbell as they help you navigate the complex world of personal finance. In this episode, we’ll share what inspired us to start the show, what you can expect in upcoming episodes, and how we plan to empower you with the tools and knowledge to achieve financial success. Whether you're looking to start investing, build a solid budget, or simply make smarter money decisions, this podcast is your roadmap to financial confidence and freedom!

    Concenture Wealth Management is an independent, integrated, Houston-based investment advisory firm founded on the belief that the most positive impact on a client is achieved by focusing not only on financial goals but on life goals.

    Legal Stuff
    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.

    🌐Contact Us
    💼LinkedIn
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    🎧Wealth Strategies Unleashed podcast
    ▶️Subscribe to our YT

    Thanks for Watching!

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    9 mins