• Home
  • Episodes
    • Listen
  • Contact Us
  • FINRA's BrokerCheck

Listen Now

EP. 1
Credit cards: The Cost of Borrowed Trust
In this episode, John and Jordan break down the world of credit cards. From what credit actually is to how it became one of the most powerful forces in modern finance. Whether you’re trying to understand your first credit card, improve your score, or simply make smarter borrowing decisions, this episode offers a clear and practical look at one of the most important tools in personal finance.
EP. 2
Insurance, Health & the Hidden Cost of Sleep, Fitness & Diet
In this episode, John and Jordan break down key insurance terms and explore the hidden connection between health and insurance costs. From sleep and fitness to diet and daily habits, we discuss how lifestyle choices can potentially impact premiums, long-term health, and financial wellbeing.
Bonus Ep. 2.5
The Health-Wealth Connection: Small Habits That Save You Big
In this episode, John and Jordan dive into how everyday lifestyle choices can influence both your physical health and your financial future. We share simple, realistic habits that can help improve your well-being while potentially lowering healthcare expenses over time. Because building wealth isn’t just about budgeting — it’s also about taking care of yourself.
Ep. 3
From Fields to Factories to Freelancers to Innovation — How Technology Drives the Economy
In this episode, John and Jordan explore how technology continues to shape the way we work, do business, and grow our economy. From everyday innovations to emerging trends, they discuss the impact technology has on our economic future and consider the opportunities and possibilities that the next wave of technological advancement may bring.
ep. 4
Budgeting & Cash Flow: How to Keep Your Money from Ghosting You
In this episode of Money Unwrapped, Jordan and John explore why budgeting is about more than just numbers. We discuss why it's often an emotional challenge, break down several popular budgeting methods, and explain why there's no one-size-fits-all approach. From your first job to retirement, your budget should evolve as your life changes.
EP. 5
Cap (& Gown) Gains?: A Discussion on Education Funding
In this episode of Money Unwrapped, John and Jordan are breaking down the different ways families can prepare for and fund education, what options are available, and the financial decisions worth considering along the way. Whether you’re saving for a child, helping a grandchild, paying for your own education, or simply trying to understand the options, we’re unpacking the strategies, trade-offs, and questions that can help make education funding feel a little less overwhelming.
Investment Advisory Services are provided through Elevation Advisory Partners, a registered investment adviser. This content is provided for informational and educational purposes only and should not be construed as investment, tax, or legal advice. The views expressed are general in nature and may not be appropriate for all individuals. Listeners should consult with a qualified financial professional before making any financial decisions. Past performance and examples discussed, if any, are not indicative of future results. Securities and Registered Investment Advisory Services offered through Silver Oak Securities, Inc. Member FINRA / SIPC. Investment Advisory Services offered through Elevation Advisory Partners, a Registered Investment Adviser. This email is confidential, does not constitute investment advice, is only for the use of the intended recipient and should not be redistributed, except with the sender's consent. If you received this email in error, please notify us immediately by telephone; receipt by anyone other than the intended recipient is not a waiver of any work-product or attorney-client privilege. All email to and from this email address is monitored, stored and made available to regulators of requested. Silver Oak Securities, Elevation Advisory Partners and Harrison Capital Management are separate entities. Silver Oak Securities Form CRS.

We use cookies to enable essential functionality on our website and analyze website traffic. For more information, read our Cookies and Privacy Policy.

Your Cookie Settings

We use cookies to enable essential functionality on our website and analyze website traffic. For more information, read our Cookies and Privacy Policy below..

Cookie Categories
Essential

These cookies are strictly necessary to provide you with services available through our websites.

Analytics

These cookies collect information that is used in aggregate and in an anonymized form to help us understand how our website is being used and how effectively our site is performing.