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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 May 03, 2023
Wednesday May 03, 2023
On this week’s episode, Dewey is joined by two of Great Lakes Wealth’s advisors, Zoe Baek & Bruce Palen! Zoe and Bruce share their insights and knowledge to help you achieve your financial goals and provide an insider look at proven investment strategies that can help you set yourself up financially. Join us as we dive deep into the world of finance and explore how to create income tax-free money, diversify your stocks, and understand the importance of knowing your customers. Our expert advisors will share their insights on how to build a strong financial plan and invest for long-term success. Whether you’re just starting out or looking to take your investments to the next level, this episode is for you. With years of experience and a wealth of knowledge, Zoe and Bruce will help you understand the complexities of the financial world and how to navigate them successfully. So, if you’re ready to take control of your financial future and learn from the best, then tune in to this exciting episode!
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Thanks for watching! Please like, rate, subscribe, and share! 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. 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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