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What Dewey Do? is a Financial Planning and Wealth Management podcast that introduces listeners to leaders in our community so they can plan for and live their best life! The WDD? Podcast is hosted by CEO/CIO of Great Lakes Wealth, Dewey D. Steffen! What Dewey Do? is a podcast by Great Lakes Wealth (www.greatlakeswealth.us), and executively produced by Wayne Media Group (https://www.waynemedia.com). Great Lakes Wealth, LLC is a Registered Investment Advisor. The information provided is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Great Lakes Wealth and its representatives are properly licensed or exempt from licensure. No advice may be rendered without a service agreement in place. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211. Purshe Kaplan Sterling Investments and Great Lakes Wealth are not affiliated companies.
Episodes
Wednesday Nov 29, 2023
Smart Money Moves: 5 Must-Do Investments Before Year End! 🎉 (A MUST LISTEN) #92
Wednesday Nov 29, 2023
Wednesday Nov 29, 2023
Welcome to Season 4, Episode 7 (S4E7) of the "What Dewey Do?" podcast! On today’s episode, Dewey unveils the top 5 must-do investments to supercharge your portfolio before the year comes to a close. 🚀💰 As the Chief Investment Officer at Great Lakes Wealth, Dewey breaks down each investment strategy, offering expert insights and practical tips to help you make informed decisions. Whether you're a seasoned investor or just starting, these crucial tips will guide you towards maximizing your wealth. 📈💡
Let's keep our community growing in 2024. This is WDD? episode #92, but… we’re just gettin’ started! Don't forget to like, subscribe, and hit the notification bell to stay updated on our latest episodes.
Let's keep our community thriving and growing! 💬👏
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Thanks for listening! What Dewey Do? is a podcast by Great Lakes Wealth (www.greatlakeswealth.us) and executively produced by Evry Media (www.evry.media.com). Great Lakes Wealth, LLC is a registered investment advisor. The information provided is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Great Lakes Wealth and its representatives are properly licensed or exempt from licensure. No advice may be rendered without a service agreement in place. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211. Purshe Kaplan Sterling Investments and Great Lakes Wealth are not affiliated companies. The views reflected in the commentary are subject to change at any time without notice. Nothing herein constitutes investment advice or a recommendation that any particular security, portfolio of securities, transaction, or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security or a depiction of past investments made by Great Lakes Wealth, LLC.
Learn more at www.greatlakeswealth.us
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