Welcome to Lessons by the Lake
The Oswego Private Wealth Show!
Featuring Bob Bedritis, Managing Director of Oswego Private Wealth Management, we’ll explore various wealth management strategies, solutions, and conversations that Bob discusses daily with his affluent clients.
Whether it’s circumstances that are related to family businesses, wealth preservation, or even charitable intent, this show covers a wide variety of financial services that are bound to leave you with some considerations for your own financial portfolio.
Thanks for checking out our show!
Podcasts
Welcome to Lessons by the Lake: The Oswego Private Wealth Show!
Featuring Bob Bedritis, Managing Director of Oswego Private Wealth Management, we’ll explore various wealth management strategies, solutions, and conversations that Bob is discussing with his affluent clients every day.
Whether it be circumstances related to family businesses, wealth preservation, or even charitable intent, this show covers a wide-variety of financial services that’s bound to leave you with some considerations for your own financial portfolio.
Thanks for checking out our show! Be sure to leave a comment and subscribe on your favorite podcasting platform so you never miss another episode! Enjoy!
On the latest episode of Lessons by the Lake, we’re diving deep into the core concepts surrounding wealth management, as well as the most prevalent concerns facing business owners and their financial world.
We we fortunate to welcome Joe Jraitiny, Managing Director at City National Rochdale, to discuss these five pillars of wealth and how his team plays a crucial role in upholding these pillars for clients nationwide.
This episode is packed with some helpful takeaways for your own financial world, so get your notepad ready!
Chapters:
0:00 – Introduction and overview on the topic of the show
2:07 – Bob’s relationship with Joe Jraitiny
6:37 – The Five Strategic Pillars of Wealth
9:57 – Leveraging the expertise from a team of advisors
12:06 – An area of your financial world that is often overlooked
17:32 – The ideal timeframe for thinking about selling your business
22:21 – Longevity planning and where this fits in your financial world
26:08 – How you can get in touch with Joe and his team at City National Rochdale
28:35 – How to get in touch with Bob’s team
29:07 – Closing remarks
Connect with Bob Bedritis: