『Wealth Beyond Numbers』のカバーアート

Wealth Beyond Numbers

Wealth Beyond Numbers

著者： Nick Baldwin
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Wealth Beyond Numbers is a financial podcast hosted by Nick Baldwin of Stonepath Wealth Management, serving the greater Grand Rapids area. Each episode explores the decisions, strategies, and real-life concerns that can shape your financial future—from retirement income and investment planning to taxes, insurance, and leaving a lasting legacy. Nick breaks down complex financial topics into practical conversations designed to help you make more informed and confident decisions. To learn more or speak with the Stonepath Wealth Management team, call (800) 517-1575.
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  • Use of Structured Notes for Downside Protection.

    Use of Structured Notes for Downside Protection.
    2026/10/09

    In this episode, Nick Baldwin discusses strategies for early retirement, tax-efficient investing, and innovative financial tools like structured notes and Delaware statutory trusts. Learn how to optimize your retirement plan and protect your wealth with practical insights and expert advice. Call Nick at 800-517-1575.

    See omnystudio.com/listener for privacy information.
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    51 分
  • Concentration Risk and How to Mitigate it.

    Concentration Risk and How to Mitigate it.
    2026/10/02

    In this episode, Nick Baldwin shares insights on private investments, concentration risk, and tax strategies for high-net-worth individuals, including private placement life insurance and charitable remainder trusts. Learn how to optimize your wealth management and avoid common pitfalls. Call NIck for a no-cost sit-down at 800-517-1575.

    See omnystudio.com/listener for privacy information.
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    51 分
  • The Emotional Aspect of Spending and Saving.

    The Emotional Aspect of Spending and Saving.
    2026/09/24

    Nick Baldwin discusses the importance of financial planning, market risk, and the mindset shift needed for retirement spending. He shares insights on building confidence, creating a plan, and the power of compound interest. Call Nick to get a one-on-one at 800-517-1575.

    See omnystudio.com/listener for privacy information.
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    51 分
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