Merry Christmas and Happy Holidays: Reflections and Gratitude from Paul and Monica
As we wrap up 2023, join Paul Ellis and Monica Rogers in a special holiday episode where they express their heartfelt gratitude to you, our valued clients and listeners.
Despite the challenges and changes, this year has been filled with new opportunities and blessings - a sentiment beautifully encapsulated by Paul's reference to it as the "Year of the Dragon."
Paul and Monica also review the successful initiatives and accomplishments at Ellis Wealth Management over this year , including the completion of the Family Wealth series and the launch of an Advanced Planning Series with the help of colleagues, and partners at Nuveen Investments.
These initiatives, along with their ongoing podcast, EWM Insights, underscore their commitment to delivering thoughtful leadership and investment advice in an ever-evolving financial landscape.
But it's not all about business. Paul and Monica take a moment to share their personal holiday traditions, offering a glimpse into their lives outside of work. It's these personal reflections that remind us of the importance of family and togetherness during the holiday season.
Ellis Wealth Management Wishes you a very Merry Christmas, Happy Holidays, and a prosperous New Year.
Listen now - and remember to "Invest in What You Love!"®
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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Contact Information :
Ellis Wealth Management
Paul Ellis: 425-405-7720
email: paul.Ellis@elliswealthmanagement.net
Links referenced in this episode:
Transcript
Hello, this is Paul Ellis and Monica Rogers.
Paul Ellis:Merry Christmas and happy holidays.
Monica Rogers:We wanted to let you know just how much we appreciate your relationship and your business this year.
Paul Ellis:This year has been filled with challenges and changes, but it has also brought new opportunities and blessings.
Monica Rogers:You know, I called it the Year of the Dragon.
Paul Ellis:It is the Year of the Dragon, but as you know, dragons bring good things too.
Monica Rogers:Indeed.
Monica Rogers:And in addition to planning, advice and investment management, we've looked at simple and thoughtful ways to bring resources and new information to you.
Monica Rogers:This year we continued our private and public podcasts and introduce some of our terrific practice partners.
Monica Rogers:And we completed the Family wealth series and began an advanced planning series with special guests.
Monica Rogers:We'll continue to bring our EWM Insights podcast to highlight human capital.
Monica Rogers:Provide unique, thoughtful leadership in a conversational setting to you on a monthly basis.
Monica Rogers:You can still listen to EWM Insights at your leisure on Apple Podcasts, Spotify, Amazon, or even directly on our website.
Paul Ellis:We are blessed to have the opportunity to serve you and we look forward to serving you and your family in the new Year.
Monica Rogers:Indeed.
Monica Rogers:Hey, Monica, do you have any traditions with your family during the holidays?
Paul Ellis:My family gets together with my parents every Christmas Eve.
Monica Rogers:Nice.
Monica Rogers:Well, we watch our favorite Christmas movies together.
Monica Rogers:We take a lot of photos and then place them in a shared family photo album for a keepsake, but we keep it in the family.
Monica Rogers:Nobody wants to see me in my Christmas morning robe and slippers.
Monica Rogers:Well, listen, in regards to that, on behalf of the Ellis family, Ellis Wealth Management, and the service team, we love our service team.
Monica Rogers:Whether you're celebrating the holidays on the east coast or the Pacific Northwest or.
Paul Ellis:In Central time or in beautiful warm.
Monica Rogers:Arizona, I love warm Arizona this time of year.
Monica Rogers:We want to thank you.
Monica Rogers:Merry Christmas, Happy holidays, and the happiest of New Years to you and your family.
Monica Rogers:God bless.
Monica Rogers:And let me remind you to always invest in what you love.
