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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Young Adult Years: A Roadmap to Your Children’s Financial Success
02/05/2017In this week’s WealthWise Moment, financial expert Loreen Gilbert offers some WealthWisdom on planning for children’s financial success.
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Steady Steps to Save for Retirement – Part 1
02/05/2017In this week’s WealthWise Moment, financial expert Loreen Gilbert offers some WealthWisdom on retirement savings.
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Teenage Years: A Roadmap to Your Children’s Financial Success
10/04/2017In this week’s WealthWise Moment, financial expert Loreen Gilbert offers some WealthWisdom on planning for teen’s financial success.
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Early Years: A Roadmap to Your Children’s Financial Success
04/04/2017In this week’s WealthWise Moment, financial expert Loreen Gilbert offers some WealthWisdom on planning for children’s financial success.
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How to Avoid Going Overboard When Buying a Yacht or a Plane
27/03/2017In this week’s WealthWise Moment, financial expert Loreen Gilbert offers some WealthWisdom on buying a yacht or plane with smarts.
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Building Your Dream Home Without Going to The Poorhouse
23/03/2017In this week’s WealthWise Moment, financial expert Loreen Gilbert offers some WealthWisdom on building your dream home.
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How To Score A Top Credit Score
13/03/2017In this week’s WealthWise Moment, financial expert Loreen Gilbert offers some WealthWisdom on credit scores.
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Top 10 Financial Mistakes Men Make – Part 2
08/03/2017In this week’s WealthWise Moment, financial expert Loreen Gilbert offers some WealthWisdom on 5 of the top 10 financial mistakes men tend to make.
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Top 10 Financial Mistakes Men Make – Part 1
08/03/2017In this week’s WealthWise Moment, financial expert Loreen Gilbert offers some WealthWisdom on 5 of the top 10 financial mistakes men tend to make.
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Top 10 Financial Mistakes Business Owners Make – Part 2
20/02/2017In this week’s WealthWise Moment, financial expert Loreen Gilbert offers some WealthWisdom on 5 of the top 10 financial mistakes business owners tend to make.
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Top 10 Financial Mistakes Business Owners Make – Part 1
13/02/2017In this week’s WealthWise Moment, financial expert Loreen Gilbert offers some WealthWisdom on 5 of the top 10 financial mistakes business owners tend to make.
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Top 10 Financial Mistakes Women Tend to Make – Part 2
06/02/2017In this week’s WealthWise Moment, financial expert Loreen Gilbert offers some WealthWisdom on 5 of the top 10 financial mistakes women tend to make.
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Top 10 Financial Mistakes Women Make – Part 1
30/01/2017In this week’s WealthWise Moment, financial expert Loreen Gilbert offers someWealthWisdom on 5 of the top 10 financial mistakes women tend to make.
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Tipping Tips
24/01/2017In this week’s WealthWise Moment, financial expert Loreen Gilbert offers some WealthWisdom on gratuity.
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Five Steps to Retirement in Five Years
24/01/2017In this week’s WealthWise Moment, financial expert Loreen Gilbert offers some WealthWisdom on retirement planning.
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Pampering Your Pets Without Taking a Bite Out of Your Wallet
12/01/2017In this week’s WealthWise Moment, financial expert Loreen Gilbert offers some WealthWisdom on financially-responsible pet-pampering.
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What Is Robo and Why Should You Care?
03/01/2017In this week’s WealthWise Moment, financial expert Loreen Gilbert offers some WealthWisdom on Robo Advising.
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New Years Financial Resolutions
03/01/2017In this week’s WealthWise Moment, financial expert Loreen Gilbert offers some WealthWisdom on financial resolutions in the new year.
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Keeping It All In The Family With College Education Funding
12/12/2016In this week’s WealthWise Moment, financial expert Loreen Gilbert offers some WealthWisdom on college funds.
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Relocating Without Regrets
12/12/2016In this week’s WealthWise Moment, financial expert Loreen Gilbert offers some WealthWisdom on relocation.