Introducing the Bite Sized Finance Podcast hosted by Kelly Brothers! With nearly 40 years in broadcast, we’re thrilled to have Kelly start GBB’s first ever podcast experience. The Bi-Si-Fi Podcast will explore all aspects of finance and business, in short bite-sized episodes.
Episode 1 is focused on an increasingly popular subject - leaving the State of California.
The Bite Sized Finance Podcast can be found on all of your favorite podcast apps and on the GBB website.
Apple: https://podcasts.apple.com/us/podcast/bite-sized-finance/id1532748850
Spotify: https://open.spotify.com/show/4z8qyadSigapiRjmZmUyRr?si=dhoSwvolSj-YqzpxKb32qA
Stitcher: https://www.stitcher.com/podcast/live-salt-and-stone/bisifi
GBB Website: https://gbbwealth.com/bite-sized-finance-with-kelly-brothers
Retirement discussions should include more than just money. GBB's recent post explores looking beyond your financial goals when planning for retirement.
GBBWEALTH.COM
Make Sure to Include Your Psychological and Financial Portfolios in Your Retirement Plan
GBB's own Scott Thomas was featured in Sactown Magazine's "Ask The Expert" section in their recent issue. Scott is an Advisor, Partner, and Co-Chief Investment Officer alongside Mike Genovese. Looking good, Scott!
Say hello to our beautiful new signage out front! What do you think of the new look at our Sacramento location?
GBB is proud to announce we have been ranked as a Top 100 Wealth Manager from the RIA Channel! The ranking showcases wealth management firms based on size, growth, and quality.
See the full rankings here:
RIACHANNEL.COM
Top 100 Wealth Manager List - 2020 | RIA Channel
GBB introduces a new investment offering, ESG investing. If you haven’t heard of it, ESG stands for Environmental, Social and Governance, and it is rapidly growing among many investors.
GBBWEALTH.COM
A Contemporary Approach to ESG Investing
Episode 2 of the Bite Sized Finance Podcast is live! This episode features a conversation with Adam Pechal, restauranteur and entrepreneur who has started “Ghost Kitchens” during the economic shutdown.
If you believe restaurants are part of the community, you'll enjoy your time spent with this discussion.
Apple: https://podcasts.apple.com/us/podcast/bite-sized-finance/id1532748850
Spotify: https://open.spotify.com/show/4z8qyadSigapiRjmZmUyRr?si=dhoSwvolSj-YqzpxKb32qA
Stitcher: https://www.stitcher.com/podcast/live-salt-and-stone/bisifi
GBB Website: https://bit.ly/2STqF3k
GBBWEALTH.COM
Episode 2 - Adam Pechal
Does the upcoming election mean it's time to reassess your portfolio? A historical look at presidential elections & the stock market can help you decide.
GBBWEALTH.COM
Presidential Elections & The Stock Market: Is There a Correlation?
Join Kelly on episode 4 of the Bite Sized Finance Podcast, where he is accompanied by Doug Wagemann to talk about the business of death. This episode explores how funeral homes are currently operating during the pandemic, some peculiar traditions, and how the business of death will change over the coming years.
Apple: https://podcasts.apple.com/us/podcast/bite-sized-finance/id1532748850
Spotify: https://open.spotify.com/show/4z8qyadSigapiRjmZmUyRr?si=dhoSwvolSj-YqzpxKb32qA
Stitcher: https://www.stitcher.com/podcast/live-salt-and-stone/bisifi
GBB Website: https://bit.ly/2HTPNVi
GBBWEALTH.COM
Episode 4 - Doug Wagemann
Part of the GBB crew spent the morning volunteering at the Placer Food Bank today! We loaded lots, and lots, of boxes of food that will be distributed around the community. Giving back, one of our core values here at GBB! Great job GBBers.
Join Kelly for Episode 3 of the Bite Sized Finance Podcast, as he and Mark Drobny of Drobny Law Offices discuss the necessary steps to take today, before the end of the year to ensure your tax and trust documents are where they need to be.
Apple: https://podcasts.apple.com/us/podcast/bite-sized-finance/id1532748850
Spotify: https://open.spotify.com/show/4z8qyadSigapiRjmZmUyRr?si=dhoSwvolSj-YqzpxKb32qA
Stitcher: https://www.stitcher.com/podcast/live-salt-and-stone/bisifi
GBB Website: https://bit.ly/3ox2g2e
GBBWEALTH.COM
Episode 3 - Mark Drobny
GBB is pleased to announce that Kevin Chang has been named to the 2020 edition of the Financial Times 401 Top Retirement Advisers.
GBBWEALTH.COM
Kevin Chang Named to 2020 Financial Times 401 Top Retirement Advisers
Excited to be joining forces with CAPTRUST!
CAPTRUST.COM
CAPTRUST Bolsters Northern California Presence with Addition of Genovese Burford & Brothers
The Partners of Genovese Burford & Brothers are happy to announce that GBB has joined forces with CAPTRUST Financial Advisors from Raleigh, NC.
“I co-founded GBB more than 30 years ago on the premise that a collaborative team continuously building their knowledge could better serve clients’ interests than any one individual. Joining CAPTRUST is the continuation of this vision as we plug into a network of more than 800 new colleagues and a wealth of centralized resources.” - Mike Genovese
GBB brings to CAPTRUST 36 new employees and 17 financial advisors. GBB is the forty-sixth firm that has joined CAPTRUST since 2006 and will take on the CAPTRUST brand moving forward.
For more on this story and CAPTRUST, click below.
CAPTRUST.COM
CAPTRUST Bolsters Northern California Presence with Addition of Genovese Burford & Brothers
Merry Christmas from your friends at GBB! Wishing you a safe and happy holiday season.
It’s the most wonderful time of the year to give back to our community! Our office gathered clothes, toys, bikes, and other presents to be gifted to local children for Christmas. This gift drive is a favorite event of ours every year. Merry Christmas!
Episode 6 of the Bite Sized Finance Podcast is live!
This episode’s guest is none other than Sacramento restaurant icon, Randy Paragary. Hear stories from the beginning of Randy’s career, as well as his upcoming endeavor, the Fort Sutter Hotel. Enjoy this episode as Randy and Kelly reminisce and look forward to the continued growth of Sacramento.
Apple: https://podcasts.apple.com/us/podcast/bite-sized-finance/id1532748850
Spotify: https://open.spotify.com/show/4z8qyadSigapiRjmZmUyRr?si=dhoSwvolSj-YqzpxKb32qA
Stitcher: https://www.stitcher.com/podcast/live-salt-and-stone/bisifi
GBB Website: https://bit.ly/3p7rC6v
GBBWEALTH.COM
Episode 6 - Randy Paragary
From the tried and true planning options, to "one time only" opportunities, Kelly Brothers breaks down several financial planning tasks you'll want to consider.
GBBWEALTH.COM
Year-End Financial Planning Tasks to Consider
