Artwork for podcast EWM INSIGHTS
Stay Tuned! We've got more on the way!
Trailer11th November 2025 • EWM INSIGHTS • Paul Bertrand Ellis, CIMA®
00:00:00 00:01:19

Share Episode

Shownotes

Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL!

Stay Tuned - More Insights are on the way!!

Feel free to share episodes 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!®

Chapters

Video

More from YouTube

More Episodes
11. trailer Stay Tuned! We've got more on the way!
00:01:19
10. Understanding the Implications of the One Big Beautiful Bill & Legacy
00:51:39
9. Stay Tuned! We've got more on the way!
00:01:19
8. Managing Up: A Guide to Elder Care and Family Financial Planning for the Sandwich Generation
00:38:59
7. The Investment of Fatherhood: The Ultimate Long-Term Investment
00:15:28
6. Memorial Day Reflections - Classic Replay: The Value of a Life of Honor
00:08:00
5. "When Mom Was King" : A Mother's Day Message
00:07:38
4. Navigating Dynamic Markets and The Importance of The Human Touch: Insights from Torey Pellegrini, CFA
00:46:32
3. Maximizing Your Wealth: Tax Planning Considerations for 2025 and Beyond
00:45:34
2. Empowering Families Through Financial Education - Advanced Planning Series Trailer
00:01:20
1. Investing in Passion: A Journalists Path to Success with M. Kienan Briscoe
00:47:38
15. trailer Stay Tuned! We've got more on the way!
00:01:19
14. Merry Christmas and Happy Holidays: Reflections and Gratitude from Paul and Monica
00:02:43
13. Empowering Change: Gabriella Lino's Journey from Costa Rica to RMG Consulting
00:32:47
12. Demystifying Trusts: Understanding Their Role in Estate Planning
00:43:01
11. Crisp Mornings and Cozy Evenings; Preparing Your Home for Fall and Winter
00:25:37
10. Salon to Sales: Emma's Journey
00:25:41
9. From the Stage to Estate: Digital Matters with Special Guest Phillip Nathaniel Freeman
00:47:21
8. Queens of the Interior!
00:30:59
8. trailer GET READY - The NEW Advanced Planning Series!!
00:01:20
7. The Tests of Japan with Special Guest Peter Boardman
00:31:13
6. Karolina Tomaszewska - "I Want To Create Miracles!"
00:31:36
5. Elks In Your Community - With Special Guest J. Donovan Smith!!
00:21:51
4. The Investment of Fatherhood - Classic Replay
00:14:03
3. EWM Insights with Jim Tinsley - Homes, Hotdogs and Packs for Kids!
00:29:14
4. Mother's Day Special Message: "When Mom Was King!"
00:07:38
2. trailer Stay Tuned! We've got More on the Way!!
00:01:04
1. Living In Your Design with Special Guest Kevin Plumacher
00:37:09
16. A Holiday Message with Pecan Pie, Chocolate Chips, and Tarts!
00:04:13
15. You Make A Life By What You Give!
00:28:39
14. Putting Your Signature to Your Legacy
00:27:16
13. EWM Insights with Cy Aleman - First Down and a Lifetime to Go!
00:35:03
11. Preparing The Family to Succeed Well into Wealth
00:36:22
12. Japan - A Look Behind the Curtain with Special Guest Peter Boardman
00:41:45
10. Creating Your Family Compass and GPS to Legacy
00:41:51
9. GET READY FOR ANOTHER EPISODE IN THE FAMILY WEALTH PLANNING SERIES!!
00:01:42
8. The 4 Corner Documents - Special Family Wealth Series Episode 2
00:46:07
7. Stay Tuned and Get Ready for Another Episode of the Family Wealth Series!
00:01:42
6. What Is Wealth and Legacy? Special Family Wealth Series
00:24:35
5. trailer Announcing the Family Wealth Series!!
00:01:42
5. bonus The Investment of Fatherhood - A Special Replay
00:14:46
4. Special Mother's Day Episode: When Mom Was King!
00:07:38
3. Have You Out Run Your Insurance? [The Importance of Reviews]
00:28:48
2. Coffee and Conversation with Award Winning Chef Adrian Ramirez
00:39:17
1. Jamie Scheppers - The ART of Living!
00:39:32
12. A Holiday Message with Popcorn and Family Carnivals!!
00:03:28
11. Pulling Back The Curtain - A Private Conversation with Sarah Baldwin
00:40:12
10. The Journey of Joy - An Insiders Discussion of Mental Health
00:27:30
trailer Stay Tuned - More Insights On The Way!!
00:01:19
9. Getting the Real Scoop with Mario Lotmore, Owner and Publisher of The Lynnwood Times
00:30:45
8. Keeping Your Families Safe - with Officer Hubby part 2
00:23:11
7. Officer Hubby - Keeping Your Families Safe! Part 1
00:27:32
6. Some Like it Hot - with Insurance Updates
00:26:55
5. bonus The Investment of Fatherhood - Special Father's Day Message
00:13:38
4. bonus "When Mom Was King" - Special Mother's Day Message.
00:06:58
3. EWM INSIGHTS with Special Guest Joanne Foreman, WILD LEADERS and Back 9 Strong
00:49:24
2. The Value of a Life of Honor - Hal Moore
00:07:16
1. EWM INSIGHTS with Special Guest Jason Pittman, U.S. Fleet Forces Command
00:37:52
17. EWM INSIGHTS with Special Guest - Séverine Naessens
00:35:18
16. EWM INSIGHTS with Andrew J. Evans, MBA Executive VP with TAG Wealth Advisors
00:43:28
15. EWM with Special Guest - Elva Trevino, Founder Champions Club
00:28:23
14. EWM INSIGHTS with Special Guest Howard Fraser, Managing Director at Longboard Asset Management
00:34:07
13. EWM INSIGHTS with Special Guest - Valarie Vest, First Vice President, Cambridge Investment Research, Inc.
00:29:02
12. UPDATE: WA State Long Term Care Act TAX with Special Guest Robb Stottlemyer
00:23:27
11. EWM INSIGHTS with Special Guest Lydia Lukic - Mindset Coach, Best Selling Author and Speaker
00:34:07
10. EWM INSIGHTS with Special Guest - Kandace Barnes, Mukilteo Chamber of Commerce, President and CEO
00:28:18
9. bonus Party Announcement - Mukilteo Music at the Beach!
00:14:02
8. EWM INSIGHTS with Special Guest - Agnes Kim, Senior Strategic Partner, Microsoft/ Xbox
00:37:28
7. EWM INSIGHTS with Special Guest Kenny Kasperbauer, Team USA Athlete Part II
00:30:42
6. EWM INSIGHTS with Special Guest - Kenny Kasperbauer, TEAM USA
00:30:14
5. EWM INSIGHTS with Special Guest - Scott Tupper, Founder and CEO Onda Origins
00:43:52
4. EWM INSIGHTS with Special Guest Kyle Johnson, Attorney at Law, Arbitration and Mediation
00:33:37
3. EWM INSIGHTS with Special Guest Mario Lotmore
00:32:31
2. EWM INSIGHTS with Special Guest - Head Coach Masaki Matsumoto
00:32:21
1. EWM INSIGHTS with Special Guest J. Donovan Smith
00:43:01
6. EWM INSIGHTS with Special Guest Emily VU
00:23:45
5. EWM INSIGHTS with Special Guest LT CDR Josette Curtis
00:30:53
4. EWM INSIGHTS with Special Guest Catherine White
00:28:26
3. EWM INSIGHTS with Special Guest DARRION HOLIWELL
00:40:46
2. EWM INSIGHTS with Special Guest - MATT MARTIN
00:25:33
1. EWM INSIGHTS with special guest Officer Jacob Hubby
00:38:08