Media and Your Money Thursday, July 3, 2014

July 3, 2014
Hosted by Jason Steele

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Episode Description

Media and Your Money

Archives Available on VoiceAmerica Business Channel

Media and Your Money unveils the inconsistent movements and volatility with the access to information age. The program will uncover the pitfalls of buy and hold and redefine buy and rebalance. The show empowers the average investor to live a life of significance and learn how to use the streaming media to their advantage and accomplish their short and long term financial goals. We will demonstrate how to unemotionally invest with a plan, a process and with purpose.

Jason Steele

When Jason Steele formed a small boutique investment company, it was with the belief that there was a better way to provide family wealth management than just managing their investment portfolios. After 16 years at a regional wire house where buy and hold and stock selection were an everyday system of managing money, he felt the old school idea of tackling asset allocation was outdated, and founded Weston Banks Wealth Partners. Picked three years in a row as a top advisor in North Carolina by the National Association of Board Certified Advisory Practices, his firm is dedicated to providing Wealth Plans tailored to help pursue unique and specific goals. His philosophy is driven by a deep understanding that the media has a constant effect on investment portfolios and investment success. Jason has earned the Accredited Investment Fiduciary professional designation from Fiduciary 360. He has received formal training in investment fiduciary responsibility. His additional professional credentials include Series 7, 63, 65, Certified College Planning and life and accident and health insurance. Jason has lived in Raleigh, North Carolina since childhood. He and his wife, Amanda, have three sons, Granville, Fletcher and McCauley. Their sons’ middle names, Weston and Banks, are the root of the firm’s name.

Episode Directory

July 2014

  • 7/17/2014: "Sunsetting" Business and Investment Property with a 1031- DST Exchange Listen Now
  • 7/10/2014: Media and Your Money Thursday, July 10, 2014 Listen Now
  • 7/3/2014: Media and Your Money Thursday, July 3, 2014 Listen Now

June 2014

May 2014

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