Short lessons, plain English.
The Wealth Strategist Podcast, co-hosted by Garrett with Mike and Elizabeth Wilson, plus short lessons from the team on the questions people ask us most.
The Wealth Strategist Podcast
Where great financial conversations come together. Each episode works through one or more of the seven disciplines of wealth strategy.
Are you solving one client problem and creating another?
Episode 4. Fixing one part of a plan can quietly break another. How a connected team avoids that.
All episodes on YouTube ↗Catch up on the podcast
Are you learning or just avoiding your first client?
Preparation vs. procrastination, and when to start doing the work.
Your clients have financial advisors. But who's connecting the dots?
Why your plan works better when someone connects planning, investing, taxes and estate.
Financial advice isn't the problem. Integration is.
The two-minute version of why TruPath exists.
Five minutes on one topic
New lessons land here and at the top of each topic page. Filming is underway.
How much do I need to retire?
What the 4% guideline means and what can shrink the number.
Retirement page →Taxes for business owners
Entity setup, owner pay and the write-offs most people miss.
Business page →Health coverage without overpaying
The four doors into coverage and which one fits each stage.
Health Coverage →Should you pay off your mortgage early?
Finding equilibrium between the house and the rest of the plan.
Debt page →Heard something that applies to you?
Bring the episode and your question. 30 minutes with a strategist, free.
You'll meet with Garrett Alcorn · 30 min · Google Meet
Free 30-minute call. No cost, no pressure. Trouble seeing times? Open the booking page.
Need accounting or taxes first? Request a time with Nik. Wills or trusts? Send a request to Mike Nellinger.
Our videos and podcast are educational information and entertainment, not personalized financial, legal, tax or insurance advice. Opinions are those of the individual speakers. See our full disclosures in the footer.