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Sunpointe Investments A Wealth Management Firm

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Hire The Person, Train The Skills — How to Be a "Likeable" for Success

Patrick Dwyer resides in Miami, Florida where he proudly founded the Dwyer Family Foundation. Formerly with Merrill Lynch, Patrick has a long, successful career as a wealth advisor for high-net-worth clients. He currently works for Boston Private, and he gives his time to a number of charitable organizations including Telluride Science Research Center and Key Biscayne Community Foundation. He received his MBA at the University of Miami.
Visit At:- https://speakerhub.com/speaker/patrick-dwyer-merrill-lynch

Patrick Dwyer Merrill Lynch - A Wealth Advisor

Patrick Dwyer was born into a family dedicated to giving back to their community. A graduate of Providence College, he received his BA in History before continuing his post-graduate studies at University of Miami. He is a governing board director at the Neuroscience Centers of Florida Foundation, and he has had a prolific career as a former wealth advisor with Merrill Lynch where he built the fourth-largest private wealth team.
Visit at:- https://speakerhub.com/speaker/patrick-dwyer-merrill-lynch

Patrick Dwyer Merrill Lynch - A Graduate Of Providence College

Patrick Dwyer has dedicated almost thirty years of his life to managing high-net-worth private portfolios for clients—formerly at Merrill Lynch and currently at Boston Private. He is an active member of the Parent Council at Wake Forest University, and he established the Dwyer Family Foundation to support education for students of all backgrounds. He received his undergraduate degree at Providence College.
Visit At:- https://www.behance.net/patrickdwyermerrilll

Patrick Dwyer Merrill Lynch - An Active Member Of The Parent Council

In a world filled with financial complexities, Kamal Lidder emphasizes the indispensable role of wealth advisors. Their expertise, personalized approach, risk management strategies, tax efficiency, goal alignment, continuous monitoring, and the peace of mind they offer collectively make a compelling case for not ignoring their importance. As you embark on your financial journey, consider enlisting the guidance of a wealth advisor to ensure a more secure and prosperous future.

Kamal Lidder Shares 7 Reasons Why You Shouldn't Ignore Wealth Advisors

Join wealth advisor Kamal Lidder as he shares essential tips for navigating the stock market. Learn how to build a diversified portfolio, set achievable goals, and stay disciplined in your investment approach. Whether you're a beginner or an experienced investor, Kamal Lidder insights will help you on your journey to financial success. Tune in now to unlock the secrets of success.

Kamal Lidder Guide To Starting Your Stock Market Journey

Planning for a comfortable retirement can be daunting, but it doesn't have to be! In this episode, seasoned wealth advisor Kamal Lidder breaks down his thorough, step-by-step guide to retirement planning. Learn how to define your retirement goals, assess your current financial situation, estimate your expenses, and calculate your savings needs. Kamal also shares expert tips on maximizing your savings, diversifying investments, planning for healthcare costs, and creating a smart withdrawal strategy. Tune in to gain valuable insights and actionable advice to ensure a secure and fulfilling retirement. Don't miss out on Kamal's expertise to help you take control of your financial future!

Kamal Lidder's Step-by-Step Guide to Retirement Planning

Join Kamal Lidder as he unveils seven powerful strategies to boost your wealth. From setting clear financial goals to smart investing and debt management, Kamal's insights will guide you on the path to financial independence. Don't miss this episode packed with practical tips and expert advice to help you achieve your financial dreams.

Kamal Lidder Shares 7 Strategies He Uses to Grow Your Wealth

We talk with Kamal Lidder, a financial advisor, about common mistakes in estate planning and how to avoid them. Kamal says it's important to start your plan early, keep it updated, and involve your family. We provide practical advice to help you secure your family's future and protect your legacy, whether you're just starting or need to improve your existing plan.

Kamal Lidder On Avoiding Common Estate Planning Mistakes

Kamal Lidder shares simple and effective tax-saving strategies to enhance your investments. Explore options like TFSAs, RRSPs, and dividend-paying stocks to reduce taxes and grow your wealth. With expert advice, you can create a smart, tax-efficient portfolio tailored to your goals.

Kamal Lidder Talks About Tax-Savvy Investment Opportunities

You know retirement planning doesn’t have to be complicated. Kamal Lidder, a seasoned Wealth Advisor, breaks down simple ways to start investing—no big money or expertise required. Learn how small steps, smart habits, and the right mindset can set you up for a secure and stress-free retirement.

Kamal Lidder Talks about Simple Ways to Invest for Retirement

Jim and Matthew take you on an entertaining journey today as they share stories relevant to the next steps in the Financial Sobriety process.  Getting focused, a look from the top of the mountain.  You'll hear about the four principles for direction and guidance, a great exercise with a deck of cards, but not your ordinary deck of cards, and you'll begin your action plan of fulfillment.  It's all part of the process as you continue the development of your personal relationship with your money.

Episode 5: Top of the Mountain.

This "Special Episode" has been released to calm some of the concerns when the stock market does what the stock market is supposed to do.   This has been a perpetual party long overdue to end.  Listen to a different approach as Matthew and Jim share their opinions, views and experience on market volatility and the unique position they take with regard to volatility with Financial Sobriety in mind.

Special Episode: Uninvited friends, Worry and Fear have come to the party.

Is your retirement insulated from any market dives?  Now is the time to get your investment portfolio protected.  Hear more from Chuck Oliver on how to protect your retirement savings from market corrections

February29th20201st

Epicenter of Wealth is the next module of Financial Sobriety.  Matthew and Jim now take you on a journey that is much more personal than previous lessons where the defining elements were wrapped around the awareness or money.   This module delves into a deeper sense of worth and opens with "Gratitude".  Given the recording was done on one of the worst days the stock market has ever seen and is in the midst of the Covid-19 pandemic, it provides valuable insight into handling the related stress that could accompany a vary difficult situation.  Gratitude as a calming effect of the stress that could accompany the events unfolding, cannot be overlooked.  This is meant to apply to the individual well-being and personal relationships with "your people".

Episode 9: Epicenter of Wealth - Gratitude

We start the Money Hour today discussing why some economists should avoid initiating a Twitter battle with Elon Musk. Elon is funny AND savage! Mike Smith explains debasement plays, what they are and how they work in the long trade. Today's question from Mike is: "Where will your income come from after retirement?"

STA Money Hr Where Will Your Income Come From 09102020

Patrick Dwyer, formerly with Merrill Lynch, has received industry recognition for his nearly three-decade career as a wealth advisor. From 2007 to 2019, Barron’s recognized him as one of the Top 100 Financial Advisors in America. He currently works for Boston Private as Head of Strategic Business Development and is known for delivering comprehensive strategies to serve elite client needs. He founded the Dwyer Family Foundation in Miami, Florida to promote education in populations with exceptional needs. Visit At: https://clearvoice.com/cv/patrickdwyermerrilllynch

Kamal Lidder is a skilled wealth advisor known for his personal touch and financial know-how. He uses his strong finance background to create tailored plans for his clients, covering investments, retirement planning, and tax savings. Kamal is respected for his honesty and dedication, aiming to build lasting relationships while helping clients navigate the world of wealth management for long-term success.

Imagine never losing money to the market or taxes again. Best Selling financial author Charles Oliver has safely and predictably helped clients earn over 8% tax free in the worst decade since the great depression protecting client’s retirement from taxes, inflation, market losses and economic uncertainty. Learn the safe, proven, IRS approved way to secure your retirement.

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After an out-of-control money addiction cost him nearly everything, Matthew Grishman hit rock bottom and was faced with a critical decision: make massive changes to how he was living his life - OR - die broke and alone. 

Matthew chose change. But he also knew he could not make this change on his own. Fortunately Matthew met a man who was willing and able to help him begin a new lifelong journey of making amends with the three most challenging relationships in his life; his relationship with money, his relationship with people, and his relationship with self. 

Financial Sobriety was the path and curriculum Matthew and that man, Jim Gebhardt, (now his business partner and dear friend) developed to help others become much more intentional with those same three complex and interconnected relationships: money, people, and self.  The original Financial Sobriety podcast takes listeners through the steps, sequence and strategies Matthew used to recover and find true wealth. It is designed to help you, the listener, do the same in a very safe, informal, conversational, and somewhat tutorial step by step way. Matthew and Jim share stories and invite guests on to the show to support the success and evolution of this life-saving journey called Financial Sobriety. 

True wealth is about so much more than having a lot of money, or having a lot of stuff - it's about being 100% intentional with your three most intimate and complicated relationships in life: money, people, and self. 

And now, as Financial Sobriety has reached a turning point, a graduation of sorts, The Whole Wealth Journey is born. This is the natural outgrowth of the lessons of Financial Sobriety as you now progress into a fully encompassing process of intentionality and action. This is program for people who want more from their money than just more money. Understanding the processes of Financial Sobriety, it's now time to move on to The Whole Wealth Journey and gaining a key understanding of the people, passions and experiences that mean the most in your life.

You can find the book, "Financial Sobriety" at www.yourfinancialsobriety.com or you can order by tapping the following link: https://www.amazon.com/Financial-Sobriety-Rebuilding-Relationship-Money/dp/171055519X.

You can learn more about the Gebhardt Group, Inc by visiting https://gebhardtgroupinc.com/

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