Merry Moments: Holiday Cheer with Ellis Wealth Management's Tiffany and Paul
Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL!
As the holiday season approaches, it’s a time for reflection, gratitude, and connection.
In this special episode, Paul Ellis and Tiffany Burchett take a moment to appreciate the relationships they've built over the past year. The year has been filled with challenges and changes, and they acknowledge the journey that many have experienced.
They review the resources they've provided throughout the year, including Planning, Advice, Coaching, and Investments - emphasizing their commitment to the families they serve.
With the introduction of new practice partners and the continuation of their private and public podcasts, listeners can expect even more valuable insights in the coming year.
One of the highlights of the episode is the personal touch that Paul and Tiffany bring as they share their holiday traditions. Tiffany fondly recalls cozy nights spent with her children, curled up by the tree, enjoying the magical glow of the lights. Paul shares his family's tradition of watching Christmas movies and creating a shared family photo album, emphasizing the importance of keeping memories alive.
As they look forward to the new year, they express excitement about their partnership with Vanilla for estate planning, which promises to enhance family finances and legacy planning. Their EWM INSIGHTS podcast will continue to highlight human capital and thought leadership, ensuring that listeners receive valuable content every month.
In closing, Paul and Tiffany extend their heartfelt wishes for a Merry Christmas and a Happy New Year to all their clients and listeners. They remind everyone to invest in what they love and express their gratitude for the opportunity to serve.
This episode is a beautiful reminder of the importance of family, tradition, and connection, making it a must-listen as we transition into a new year.
Feel free to share this episode with those in your circle who are on a similar path of learning.
We hope our conversations will help you acquire more knowledge, become even more curious about the gifts that are in and all around us, while supporting you to reach new heights as we grow together.
You can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/
Above all, through EWM INSIGHTS we want to encourage you to:
INVEST IN WHAT YOU LOVE!®
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Takeaways:
- This year has been characterized by significant change and careful consideration for many individuals.
- The introduction of our partnership with Vanilla has enhanced our estate planning services remarkably.
- We express profound gratitude for the continued support and relationships cultivated this year.
- Our Insights podcast will persist in offering valuable thought leadership on a monthly basis.
- Family traditions during the holidays foster connections and create cherished memories for years to come.
- We look forward to serving our clients and their families with renewed commitment in the New Year.
Companies mentioned in this episode:
- EWM Insights
- Apple Podcasts
- Spotify
- Amazon Music
- Vanilla
- Ellis Wealth Management
Transcript
Foreign.
Speaker A:Hello, this is Paul Ellis and Tiffany.
Speaker A:Hey.
Speaker A:Merry Christmas and happy holidays.
Speaker A:We wanted to let you know just how much we appreciate your relationship and your business this year.
Speaker A:Wow, what a year it has been.
Speaker A:This was quite the year.
Speaker A:You know, it was the year of the snake and it has been a tricky one.
Speaker A:I think for many people this year has been one of change and consideration, you know.
Speaker A:So true.
Speaker A:I know that.
Speaker A:We've looked at simple and thoughtful ways to provide resources and new information to everyone in advice, planning, coaching and investments.
Speaker A:We've also continued our private and public podcasts, introduce some of our new terrific practice partners, and continued family wealth coaching with an advanced planning series and special guests.
Speaker A:We will continue to bring our Insights podcast to highlight human capital, provide unique thought leadership in a conversational setting in the new year on a monthly basis.
Speaker A:Now you can listen to EWM Insights at your leisure on Apple Podcasts, Spotify, Amazon Music, or even directly on our website.
Speaker A:Additionally, this year we introduced our partnership with Vanilla for estate planning.
Speaker A:I really like Vanilla.
Speaker A:It's a great way for family finances and future legacy plans to be connected.
Speaker A:Do you have any special traditions, Tiffany, with your family during the holidays?
Speaker A:I do, Paul.
Speaker A:My favorite tradition is staying up late in the living room with my kids.
Speaker A:All of us curled up by the tree enjoying the glow of the lights and the quiet magic of the season.
Speaker A:Oh, man, I love being in a setting like that.
Speaker A:That is terrific.
Speaker A:Well, in our family, we like to watch our favorite Christmas movies together.
Speaker A:We take a lot of photos and then place them in a shared family photo album for everyone's keepsake.
Speaker A:But as I've shared before, we keep it in the family.
Speaker A:Nobody wants to see me in my Christmas morning robe and my slippers.
Speaker A:And with that, on behalf of the Ellis family, Ellis Wealth Management, and the service team, we love our service team.
Speaker A:So whether you're celebrating the holidays on the east coast or in the Pacific Northwest or in Central time, we want to thank you.
Speaker A:We are so thankful for you.
Speaker A:We are thankful to have the opportunity to serve you and we look forward to serving you and your family in the New Year.
Speaker A:Merry Christmas.
Speaker A:Happy Holidays and the happiest of New years to you.
Speaker A:God bless and let us remind you to always invest in what you love.
