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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 18, 2022
Wednesday May 18, 2022
We’re not sure there’s enough room in this description to list all of Tom Celani’s accomplishments, accolades, and titles. He helped bring the Detroit Lions back to Detroit. He opened the first legal cannabis operation in Michigan. He was at the forefront of the Native American casino boom of the 80’s. As an entrepreneur, philanthropist, wine maker, and business leader, Tom Celani has cracked the code to becoming healthy, wealthy and wise. And, this week, he sits down with Dewey D. Steffen to share his experiences and insight on this very inspiring episode of What Dewey Do? From taking over his father’s company at 26 to giving back to the community he holds dear, Tom’s story is a must-watch and listen for anyone who’s looking to live their best life. Check it out!
Thanks for listening! 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
Wednesday May 04, 2022
WDD S2, E17 (#59) 11 Financial Tips to Teach Your Kids!
Wednesday May 04, 2022
Wednesday May 04, 2022
School’s out for Summer!! Whether you have a pre-teen, teen, or post-teenager, Dewey and Brooke dive into another Top 11 List – Eleven tips to inspire financial greatness in your kids! It’s never too early to start your children’s financial education. From saving coins in a jar, to letting them scan items at the grocery store, to helping them set up their first bank account, to opening a Roth IRA… Dewey shares ideas for kids of every age. With these simple, yet powerful, tricks your kids can build healthy financial habits so they will not just survive, but thrive!
Thanks for listening! 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
Wednesday Apr 20, 2022
WDD S2, E16 (#58) Where Dewey Go Now? Dewey and Brooke Present the WDD Travel Guide
Wednesday Apr 20, 2022
Wednesday Apr 20, 2022
When is the last time you really got away? If you’re eyeing 2022 as your year to travel the globe, this is the episode for you. Dewey and Brooke whisk you away on a tour of some of the top destinations – both in the U.S. and abroad – and they pack in plenty of travel tips along the way. A lot has changed – including the purchasing power of the U.S. dollar, the perception (and necessity) of travel insurance, and destinations available for your long-awaited vacation. Dewey and Brooke break it all down. We’ll save you one of those drinks with a little umbrella in it, on this week’s episode of What Dewey Do?
Thanks for listening! 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 https://www.greatlakeswealth.us
Wednesday Apr 06, 2022
Wednesday Apr 06, 2022
This week, Dewey and Brooke return to recap a wild Q1 2022. In a world beset by inflation, rising interest rates, and multiple crises, how do you plan to invest for the rest of 2022? Is another recession looming? Dewey and Brooke break down the winners and losers from Q1, and then Dewey shares his updated financial and investment forecast with our listeners – Where Dewey Go? Listen now for investing tips in oil & energy, tech, dividend stocks, gold, crypto and much more on Season 2 Episode 15 (#57) of What Dewey Do?
Thanks for listening! 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 https://www.greatlakeswealth.us
Wednesday Mar 23, 2022
WDD S2 E14 (#56): Rags to Riches - Linda Schlesinger Wagner, Founder & CEO of skinnytees
Wednesday Mar 23, 2022
Wednesday Mar 23, 2022
Founder and Owner of skinnytees, Linda Schlesinger Wagner, joins Dewey & Brooke to tell her incredible story of success. Linda had a vision, borrowed $1000 from a friend, and launched skinnytees from her living room in 2009. Now she has a thriving multi-million dollar business. She’s appeared on QVC, The View, and has become a legend in the retail and fashion industry. Now, Linda joins Episode #56 of What Dewey Do? to talk about entrepreneurship, lessons learned, giving back and much, much more. Tune in and check it out!
Thanks for listening! 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 https://www.greatlakeswealth.us
Wednesday Mar 09, 2022
WDD S2 E13 (#55): Tax Tips For You – What You Need To Know BEFORE You File
Wednesday Mar 09, 2022
Wednesday Mar 09, 2022
Albert Einstein once said “(Taxes) is too difficult for a mathematician. It takes a philosopher.” With the April 18th deadline fast approaching, Dewey & Brooke are back to help you cut through the confusion of tax season. Before you file - Tune in for insights on reducing your taxes, electronic filing, crypto, extensions, and much more on this week’s episode of What Dewey Do?!
Thanks for listening! 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 https://www.greatlakeswealth.us
Wednesday Feb 23, 2022
WDD S2 E12 (#54) Austin Hatch Discusses Triumph Over Tragedy
Wednesday Feb 23, 2022
Wednesday Feb 23, 2022
An amazing story! Our special guest this week is Austin Hatch. Austin sits down with Dewey & Brooke on this week’s episode to discuss overcoming tragedy. As a young boy, Austin was a passenger in not one, but two, plane crashes which tragically took the lives of his mother, father, step-mother, sister and brother. The University of Michigan basketball alumni talks about how GRIT and perseverance can power people through tragedy, loss, and defeat—no matter the situation. Austin discusses his past, present, and future… and setting “Standard Over Circumstance.”
Tune in for what promises to be an unforgettable episode.
Thanks for listening! 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 https://www.greatlakeswealth.us
Wednesday Feb 09, 2022
WDD S2, E11 (#53): Dewey’s Investing Playbook for 2022
Wednesday Feb 09, 2022
Wednesday Feb 09, 2022
Are you familiar with the phrases “cash is trash, “don’t fight the Fed,’” and “buy the dips, sell the rips”?
On today’s podcast, Dewey and Brooke discuss 11 tenants to be a successful investor in 2022. There is surging inflation and rising interest rates – So today’s investors need to follow a NEW PLAYBOOK FOR 2022. Investing for success this year will be different than the last few years, so if you’re new to investing or even a seasoned pro, this episode is definitely one you don’t want to miss!
Thanks for listening! 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 https://www.greatlakeswealth.us
Wednesday Jan 26, 2022
WDD S2, E10 (#52): 11 Ways To Improve Your Financial Wellness in 2022
Wednesday Jan 26, 2022
Wednesday Jan 26, 2022
Wealth Advisor Tom Griffore, Senior Wealth Advisor Bruce Palen, and Financial Planning Specialist Matthew Stojkov join “What Dewey Do?” for Season 2, Episode 10. January is Financial Wellness Month, and today’s guests take you through 11 Ways To Improve Your Financial Wellness in 2022. Get expert opinions on financial check-ups, setting SMART goals, and much more. Tune in and check it out!
Thanks for listening! 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 https://www.greatlakeswealth.us
Wednesday Jan 12, 2022
Wednesday Jan 12, 2022
David Provost, retired Chairman of TCF Bank (now Huntington Bank), joins “What Dewey Do?” for Season 2, Episode 9. David shares stories about growing up a missionary in Korea, being an entrepreneur and opening his own bank, investing for success during periods of high inflation & interest rates, and even parenting advice! Plus, what does David wish he could tell his 18-year-old self? Tune in today to find out!
Thanks for listening! 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 https://www.greatlakeswealth.us