Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL!

As the holiday season approaches, it’s a time for reflection, gratitude, and connection.

In this special episode, Paul Ellis and Tiffany Burchett take a moment to appreciate the relationships they've built over the past year. The year has been filled with challenges and changes, and they acknowledge the journey that many have experienced.

They review the resources they've provided throughout the year, including Planning, Advice, Coaching, and Investments - emphasizing their commitment to the families they serve.

With the introduction of new practice partners and the continuation of their private and public podcasts, listeners can expect even more valuable insights in the coming year.

One of the highlights of the episode is the personal touch that Paul and Tiffany bring as they share their holiday traditions. Tiffany fondly recalls cozy nights spent with her children, curled up by the tree, enjoying the magical glow of the lights. Paul shares his family's tradition of watching Christmas movies and creating a shared family photo album, emphasizing the importance of keeping memories alive.

As they look forward to the new year, they express excitement about their partnership with Vanilla for estate planning, which promises to enhance family finances and legacy planning. Their EWM INSIGHTS podcast will continue to highlight human capital and thought leadership, ensuring that listeners receive valuable content every month.

In closing, Paul and Tiffany extend their heartfelt wishes for a Merry Christmas and a Happy New Year to all their clients and listeners. They remind everyone to invest in what they love and express their gratitude for the opportunity to serve.

This episode is a beautiful reminder of the importance of family, tradition, and connection, making it a must-listen as we transition into a new year.

Feel free to share this episode with those in your circle who are on a similar path of learning.

We hope our conversations will help you acquire more knowledge, become even more curious about the gifts that are in and all around us, while supporting you to reach new heights as we grow together.

You can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/

Above all, through EWM INSIGHTS we want to encourage you to:

INVEST IN WHAT YOU LOVE!®

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Takeaways:

• This year has been characterized by significant change and careful consideration for many individuals.
• The introduction of our partnership with Vanilla has enhanced our estate planning services remarkably.
• We express profound gratitude for the continued support and relationships cultivated this year.
• Our Insights podcast will persist in offering valuable thought leadership on a monthly basis.
• Family traditions during the holidays foster connections and create cherished memories for years to come.
• We look forward to serving our clients and their families with renewed commitment in the New Year.

Companies mentioned in this episode:

• EWM Insights
• Apple Podcasts
• Spotify
• Amazon Music
• Vanilla
• Ellis Wealth Management