Principles of Wealth

Holly is joined by three generations of Bartlett advisor: Mike Cambron, Laura Humphrey, and Catherine Miller. Mike, Laura, and Catherine provide insight into their roles in the firm and the clientele they work with. From matriarchs and patriarchs to grandchildren or great-grandchildren, these three advisors have a unique role to play. After, Holly will reflect on some exciting news for Team Bartlett - winning the number one spot in the Enquirer's 2022 Top Workplaces. Learn more at bartlett1898.com. Join us on Facebook and Instagram @Bartlett198, and on LinkedIn @Bartlett Wealth Management

Holly is joined by Jim Hagerty, principal and CEO of Bartlett Wealth Management and Lori Poole, principal and wealth advisor at Bartlett Wealth Management. As a follow-up to this year's Strategy Update, Jim and Lori will tackle the topics of market volatility, the importance of an investor's temperament, financial planning, and a few tips on keeping balanced in life as well as in portfolios. Afterward, Holly will review the Cincinnati Bengals' 2021-2022 season and what leadership lessons stand out from Joe Burrow and his team. Learn more at bartlett1898.com. Join us on Facebook and Instagram @Bartlett198, and on LinkedIn @Bartlett Wealth Management

In this episode, we feature  two special guests who offer an inside look at year end planning with a focus on charitable giving. Jason Katz, a principal and wealth advisor with Bartlett Wealth Management, will walk us through how to build your year end charitable giving checklist. After that, we'll be joined by Michele Carey, the director of professional advisor relations with the Greater Cincinnati Foundation, who will share insights into how community foundations can help connect people with purpose through the lens of charitable giving. Learn more at bartlett1898.com. Join us on Facebook and Instagram @Bartlett198, and on LinkedIn @Bartlett Wealth Management

Holly is joined by Wijdan Jreisat, Family Attorney and passionate advocate for women. Holly and Wijdan center their conversation around the concept of “empowering women to invest,” stemming from Bartlett's recent female-focused initiative. They break open common myths, long-held beliefs, and expectations regarding women, while exploring the opportunities to push past societal norms. Later in the episode, Jim Hagerty, CEO at Bartlett Wealth Management, hops on to give a quarterly update on markets and how it may impact your investments. Learn more at bartlett1898.com. Join us on Facebook and Instagram @Bartlett198, and on LinkedIn @Bartlett Wealth Management

In this inaugural episode of Principles of Wealth, Holly introduces herself and the podcast, while outlining what listeners can expect from the show. She is later joined by Jim Hagerty, Bartlett's CEO, who shares more about his experience helping clients navigate life's transitions, the impact transitions can have on your wealth, and the parallels between golf and investing.  Learn more at bartlett1898.com. Join us on Facebook and Instagram @Bartlett198, and on LinkedIn @Bartlett Wealth Management