Stewarding Generational Wealth – Part 4A

Happy New Year!  To conclude our series on stewarding generational wealth, we had the incredible opportunity to sit with two individuals on separate ends of the generational wealth spectrum. Roger Warkentine and his wife, Carol, created and founded Computer-RX back in 1982. The pharmacy management company was designed to bring innovative technology solutions to the pharmacy industry. Their daughter, Lauren Warkentine, joins us as we sit and visit about the various stages, both challenging and rewarding, that faced the family-owned business throughout the years.

Interview with Eric Balchunas of Bloomberg

Merry Christmas! This week, we were honored to be joined by Eric Balchunas, Senior ETF analyst for Bloomberg.  He is the author of two books, "The Institutional ETF Toolbox" and "The Bogle Effect", and co-host of the "Trillions" podcast. Eric dives into the world of ETF's, how investing has changed over the years and what he envisions for the ETF industry in the future.

Below are a few links if you would like to learn more about anything we discussed:

Books

Podcast

Twitter

LinkedIn

Stewarding Generational Wealth – Part 3

Welcome back! Today, Tyler and Dexter continue our conversation centered around the idea of stewarding generational wealth. For our third guest, we were honored to be joined by Tony Tyler, President of Tyler Media. The Tyler family has been in the advertising, radio, and television business in Oklahoma City for over 50 years. 

Ralph Tyler started an advertising agency in 1965, began operating a radio station in 1971 and purchased an outdoor advertising company in 1980. In 1994, Mr. Tyler sold the outdoor advertising company to his two sons, Ty A. Tyler and Tony J. Tyler.  Under Ty’s and Tony’s guidance, the outdoor company successfully acquired several Oklahoma-based outdoor advertising companies and expanded their broadcasting presence throughout the state.

Stewarding Generational Wealth – Part 2

Happy Thanksgiving week!  Today, Tyler and Dexter continue our conversation centered around the idea of stewarding wealth that has been passed down from a previous generation. As we began to discuss the idea of this series, we identified four families who would provide a beneficial and responsible approach to this topic. For our second guest, we were honored to be joined by Brad Croy, President of CMP Corporation. Established in 1966, CMP Corporation is the world’s largest manufacturer of major brand OEM-equivalent refrigeration and air conditioning compressor parts and remanufactured compressors.

If you missed the interview with Scott Cravens, be sure to go back and give that a listen, as well!

Stewarding Generational Wealth

This week, Tyler and Dexter begin a conversation centered around the idea of stewarding wealth that has been passed down from a previous generation. As we began to discuss the idea of this series, we identified four families who would provide a beneficial and responsible approach to this topic. We sit down with individuals from each family to discuss their unique experience and how they hope to grow and manage this wealth for future generations. First up in our conversation is Scott Cravens.  Scott is the COO of Full Sail Capital and graciously agreed to kick us off. Enjoy!

The Life Phases of an Investor

George Cohlmia, an industry veteran, brings his wealth of knowledge and experience to our discussion today. He sits down with Dexter and Tyler as they breakdown the various phases of an investors journey, such as age, wealth and life stages. There are many obstacles and events that can disrupt our plans, but George reminds us all to focus on the things we can control and have a great team of trusted professionals surrounding you and your family. We hope you enjoy today's conversation.

Squared Away – Potential Tax Changes

Today, we sit down with Stacy Murray and Zac Reynolds to discuss a few of the tax changes that are being discussed by the current administration. Specifically around long-term capital gains, corporate taxes and estate taxes. Each day, we learn a bit more about what might be included or excluded in this potential bill, so we will continue to monitor. Please let us know if there is anything specific that would be of interest and we will do our best to address any concerns in another episode. Enjoy!

Interview with Tom Carlson, Owner of Core Business Advisors

CORE is a leading provider of management consulting services to new and established companies in central Oklahoma. They provide part-time, contract CFO and related financial and management consulting services to small and mid-size companies. They partner with clients and offer specifically tailored services to meet their needs. They can provide both a hands-on approach and strategic vision to guide growing businesses to reach the next level.

Core Business Advisors
Calyx Insight

Robo-Advisors – The innovative digital solution for many new young investors

This week, Tyler and Dexter sat down to discuss the features, advantages and limitations of robo-advisors. Over the past decade, investors have seen this space explode with new options and new technology.  There are clearly a few very logical reasons to utilize these platforms, but the key is deciding if this algorithm-driven technology make sense for you.