エピソード

  • Sudden Money, Slow Wisdom: Why Windfalls Require a Different Kind of Team Plant. Harvest. Prosper. Episode 49
    2026/05/28

    In this episode of Plant. Harvest. Prosper., host Kellen Williams breaks down what really happens in the first 90 days after a sudden money event and why the families who keep their wealth are almost never the ones with the flashiest investment ideas or the savviest dealmaking instincts.

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    18 分
  • The $5 Million Lesson — What a Morgan Stanley Fraud Case Teaches Every Investor Plant. Harvest. Prosper. Episode 48
    2026/04/29

    In this episode of Plant. Harvest. Prosper., host Kellen Williams unpacks the recent conviction of a former Morgan Stanley advisor who defrauded three NBA players out of more than $5 million and explains why the structural gaps behind that case are quietly draining wealth from ordinary households every day.

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    16 分
  • War, Oil, and Volatility — What Does It All Mean for Investors? Plant. Harvest. Prosper. Episode 47
    2026/03/30

    In this episode of Plant. Harvest. Prosper., Josiah Martin steps back from the noise to focus on what actually matters for long-term investors.

    Rather than reacting to daily news cycles, this conversation centers on perspective, discipline, and understanding how markets have historically behaved during uncertain times.

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    10 分
  • Trump Accounts: Opportunity or Overhyped? Plant. Harvest. Prosper. Episode 46
    2026/02/27

    In this episode of Plant. Harvest. Prosper., Josiah Martin breaks down the newly announced “Trump Accounts,” set to launch July 4, 2026. While the name has sparked plenty of conversation, the more important discussion is this: How do these accounts actually work — and where do they fit in a family’s financial plan?

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    11 分
  • Why Global Diversification Matters Now More Than Ever with CEO, David Witter Plant. Harvest.Prosper. Episode 45
    2026/01/30

    In this episode, Kellen Williams, CFP®, sits down with David Witter, Founder and CEO of Financial Harvest Wealth Advisors, to unpack why global diversification matters now more than ever.

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    17 分
  • Building the Team: Inside Financial Harvest Wealth Advisors Plant. Harvest.
    2025/11/24

    In this special episode, Kellen Williams sits down with two of our newest team members, Nici Halweg and Samson Streachek, to share what attracted them to Financial Harvest Wealth Advisors, what surprised them, and how our firm approaches client relationships with more intention, education, and long-term strategy than the industry standard.

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    29 分
  • The Health Savings Account - The Only Triple Tax Account Plant. Harvest. Prosper. Episode 43
    2025/10/31

    In this month’s episode of Plant. Harvest. Prosper., Financial Harvest Investment Advisor and Portfolio Manager Josiah Martin uncovers what might be the most underused tool in personal finance: the Health Savings Account (HSA).

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    13 分
  • What's Happening to Social Security? Plant. Harvest. Prosper. Episode 42
    2025/09/29

    Headlines about Social Security seem to surface every few months, claiming that it’s “running out,” warning of a rise in the retirement age, and predicting drastic cuts to benefits. With so much noise, it’s hard to know what’s actually true.

    In the latest episode of Plant. Harvest. Prosper., Josiah Martin, Investment Advisor and Portfolio Manager at Financial Harvest Wealth Advisors, takes a closer look at the future of Social Security.

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    15 分