Informações:
Synopsis
WealthWise Moments hosted by Loreen Gilbert, President of WealthWise Financial Services, is an on-air program of two-minute segments. These easy-to-digest snapshots are designed to educate listeners in financial, wealth and business topics we encounter in todays world. The listener will be informed and enlightened with topics such as leasing vs buying a new, investing in art, and preparing for retirement travel. Loreen Gilbert is the founder and president of WealthWise Financial Services, which offers securities and investment advisory services to individuals, business owners and corporations through her affiliation as a registered principal with LPL Financial. She is an experienced wealth manager who has spent more than 20 years creating comprehensive wealth strategies for her clients. Upon graduating from the University of Texas at Austin with a degree in Business Administration, she launched her career at Fidelity Investments. Gilbert then worked for a private company selling retirement plans to municipalities and their employees. Gilbert was recently honored as a Remarkable Woman Business Owner of the Year* by NAWBO- OC and she sits on the Executive Board of the National Association of Women Business Owners. She has been covered by a variety of media venues including Reuters, Money Magazine, the Wall Street Journal, Financial Advisor Magazine, Yahoo Finance!, Orange County Register, Orange County Business Journal, Laguna Beach Magazine and Modern Luxury, among others. Gilbert is also known as a local and global philanthropist who has led trips to Rwanda to educate women on microlending and will be leading a trip to Nicaragua in 2017.The opinions voiced in this show (program) are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you, consult with your attorney, accountant, and financial advisor or tax advisor prior to investing. Securities are offered through LPL Financial, Member FINRA/SIPC.
Episodes
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What You Need To Know About Social Security
25/09/2017In this week’s WealthWise Moment, financial expert Loreen Gilbert offers some more WealthWisdom on social security.
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Demystifying Life Insurance – Part 2
18/09/2017In this week’s WealthWise Moment, financial expert Loreen Gilbert offers some more WealthWisdom on life insurance policies.
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Don’t Let a Natural Disaster Become a Financial Disaster
11/09/2017In this week’s WealthWise Moment, financial expert Loreen Gilbert offers some WealthWisdom on natural disasters in the wake of Hurricanes Harvey, Irma, and Katia.
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Demystifying Life Insurance – Part 1
06/09/2017In this week’s WealthWise Moment, financial expert Loreen Gilbert offers some WealthWisdom on life insurance policies.
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Keeping Your Dorm Room and College Expenses In Check
28/08/2017In this week’s WealthWise Moment, financial expert Loreen Gilbert offers some WealthWisdom on college expenses.
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Wedding Bells For Every Budget
28/08/2017In this week’s WealthWise Moment, financial expert Loreen Gilbert offers some WealthWisdom on weddings.
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Does ESG Investing Make Dollars and Sense?
07/08/2017In this week’s WealthWise Moment, financial expert Loreen Gilbert offers some WealthWisdom on ESG investing.
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Funding Your Passion For Fashion
02/08/2017In this week’s WealthWise Moment, financial expert Loreen Gilbert offers some WealthWisdom on fashion budgeting.
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Five Star Travel on a Three Star Budget
24/07/2017In this week’s WealthWise Moment, financial expert Loreen Gilbert offers some WealthWisdom on travel finances.
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Climbing Off The Ladder of Student Loan Debt – Part 2
17/07/2017In this week’s WealthWise Moment, financial expert Loreen Gilbert offers some WealthWisdom on student loan debt.
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Climbing Off The Ladder of Student Loan Debt – Part 1
11/07/2017In this week’s WealthWise Moment, financial expert Loreen Gilbert offers some WealthWisdom on student loan debt.
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Financial Tips for Recent Grads
05/07/2017In this week’s WealthWise Moment, financial expert Loreen Gilbert offers some WealthWisdom on financial tips for recent graduates.
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Paying Off Your Home Mortgage – Part 2
26/06/2017In this week’s WealthWise Moment, financial expert Loreen Gilbert offers some WealthWisdom on paying off your home mortgage.
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Paying Off Your Home Mortgage – Part 1
19/06/2017In this week’s WealthWise Moment, financial expert Loreen Gilbert offers some WealthWisdom on paying off your home mortgage.
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How To Buy A Timeshare You Will Treasure
12/06/2017In this week’s WealthWise Moment, financial expert Loreen Gilbert offers some WealthWisdom on investing in a timeshare.
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Putting Your Food Budget On A Diet
06/06/2017In this week’s WealthWise Moment, financial expert Loreen Gilbert offers some WealthWisdom on purchasing food.
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Buying Wine Without Getting A Hangover
06/06/2017In this week’s WealthWise Moment, financial expert Loreen Gilbert offers some WealthWisdom on purchasing wine.
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Sculpting Your Art Budget
22/05/2017In this week’s WealthWise Moment, financial expert Loreen Gilbert offers some WealthWisdom on purchasing artwork.
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Steady Steps to Save for Retirement – Part 3
22/05/2017In this week’s WealthWise Moment, financial expert Loreen Gilbert offers some WealthWisdom on retirement savings.
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Steady Steps to Save for Retirement – Part 2
12/05/2017In this week’s WealthWise Moment, financial expert Loreen Gilbert offers some WealthWisdom on retirement savings.