Episodi

  • Cooper New Insights from the Portfolio Managers with Tyler Ellegard

    Cooper New Insights from the Portfolio Managers with Tyler Ellegard
    Apr 25 2026
    In this episode, portfolio manager Tyler Ellegard joins the show to provide a deep dive into the current market landscape and the strategic shifts driving recent performance. We explore the latest insights from the Cooper team, breaking down how macroeconomic trends are directly influencing their long-term investment conviction. Whether you are a seasoned investor or just starting out, this conversation offers a transparent look at the professional decision-making process behind a diversified portfolio.
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  • Meet Tyler Cote

    Meet Tyler Cote
    Apr 18 2026
    In this episode, we sit down with financial services professional Tyler Cote to explore his unique approach to helping clients navigate complex wealth management strategies. Tyler shares his personal journey into the industry and discusses the core values that drive his commitment to personalized fiscal planning. Tune in to discover actionable insights on building long-term financial security and how Tyler’s expertise can help you achieve your most ambitious economic goals.
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  • 7 of the Most Common (and Costly) Estate Planning Mistakes

    7 of the Most Common (and Costly) Estate Planning Mistakes
    Apr 11 2026
    In this episode, we break down seven of the most common—and costly—estate planning mistakes people make. From outdated documents to overlooked beneficiary designations, we explore how small oversights can create big problems down the road. If you want to better protect your assets and ensure your wishes are carried out, this conversation offers practical insights to help you strengthen your plan.
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  • Market Update with Lisa Schreiber

    Market Update with Lisa Schreiber
    Apr 4 2026
    We break down the latest economic shifts and what they mean for your long-term investment strategy. Lisa shares expert insights into current market volatility, offering clear guidance to help you navigate uncertainty with confidence.
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  • Helping Women Prepare for Major Life Transitions - Guest Terri Werner

    Helping Women Prepare for Major Life Transitions - Guest Terri Werner
    Mar 28 2026
    In this episode, Terri Werner, Director of Business Development at Aegis Living, joins us to navigate the complexities of long-term care and senior living transitions. We dive into the essential financial questions families often overlook, ensuring women feel empowered and prepared when making high-stakes healthcare decisions for themselves or their loved ones. From understanding various care models to managing the associated costs, this conversation provides a practical roadmap for securing a stable and dignified future.
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  • Before the Storm: Empowering Women to Protect Their Wealth & Wellness – Guest Kaitlyn Wyngaard

    Before the Storm: Empowering Women to Protect Their Wealth & Wellness – Guest Kaitlyn Wyngaard
    Mar 21 2026
    In this episode of Financial Armor, Kaitlyn Wyngaard joins us to discuss strategies for safeguarding both financial security and personal well-being. We explore practical steps women can take to prepare for unexpected challenges while maintaining confidence in their long-term goals. Tune in for insights that combine wealth protection with wellness planning for a more resilient future.
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  • Headlines Vs. Your Financial Plan

    Headlines Vs. Your Financial Plan
    Mar 7 2026
    Gemini said In a world of 24/7 market alerts and sensationalized financial news, it’s easy to feel the urge to react to every headline that flashes across your screen. This episode breaks down why constant portfolio tweaking often harms your long-term wealth, while offering a framework to separate signal from noise. Tune in to learn how to keep your eyes on your personal financial goals, regardless of the chaos dominating the daily news cycle.
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  • All Financial Advice is NOT Created Equally

    All Financial Advice is NOT Created Equally
    Feb 28 2026
    In this episode, we pull back the curtain on why "one-size-fits-all" money tips often lead to mediocre results for the average investor. We break down how to distinguish high-impact professional guidance from the dangerous noise of viral social media trends. By the end, you’ll have a clear framework for vetting your sources and ensuring your strategy actually aligns with your specific long-term goals.
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