Towerpoint Wealth: A Wealth of Knowledge

by Joseph Eschleman, CIMA®

Towerpoint Wealth, LLC represents a unique model in the wealth management industry—a boutique independent financial planning firm who has a *legal fiduciary* responsibility to you, acting in your best interests 100% of the time. With more than 110 years of combined experience, we offer exceptional knowledge, planning, and service that has earned the appreciation, loyalty, and trust of our clients. We founded our firm with th ... 

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Management
Investing
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Podcast episodes

  • Season 2

  • Navigating the 2024 Tax Season: Your Top 6 Questions, Answered!

    Navigating the 2024 Tax Season: Your Top 6 Questions, Answered!

    S02 E01
    30:33

    Welcome to the Season 2 premiere of "A Wealth of Knowledge," where we're plunging into the depths of wealth management to equip you with indispensable guidance and expertise for safeguarding your financial future. Based in Sacramento, California, Towerpoint Wealth transcends the conventional role of a wealth management firm – we're your unwavering financial allies. Renowned as industry leaders, we uphold a sacred fiduciary duty to our clients, ensuring that every decision made is firmly rooted in your best interests. Join us as our seasoned and fully independent financial advisors generously share their wealth of expertise, walking alongside you at every turn of your financial journey. Whether you're crafting a bespoke investment strategy, plotting your retirement path, or seeking comprehensive financial solutions, rest assured, we're here to empower you towards achieving your aspirations. In this episode, helmed by Towerpoint Wealth's President, Joseph Eschleman, CIMA®, we're privileged to welcome special guests: Director of Tax and Financial Planning, Steve Pitchford, CPA, CFP®, and Associate Wealth Advisor, Megan Miller. Together, we'll tackle six of the most pressing questions posed by our clients and friends regarding the 2024 tax season. Are you enjoying "A Wealth of Knowledge"? Don't forget to follow and subscribe to Towerpoint Wealth's premier podcast!

  • Season 1

  • Why T-Bills May Be Better than CDs!

    Why T-Bills May Be Better than CDs!

    S01 E05
    13:43

    Dive Deeper: Treasury Bills vs. Certificates of Deposit in an all new episode of @twrpointwealth “A Wealth of Knowledge” Podcast - Join President Joseph and special guest advisor @jlattt in this episode as they dissect the nuances of Treasury bills (T-bills) and Certificates of Deposit (CDs), helping you navigate the best choice for conservative investors.Discover the robust advantages T-bills offer, from advanced security features to potential tax benefits and enhanced liquidity. Remember, each investment requires thoughtful consideration. Consult a certified, independent financial planner before making any changes to your investment strategy.

  • Reducing the Necessary Evils of Investing: Expenses and Taxes

    Reducing the Necessary Evils of Investing: Expenses and Taxes

    S01 E04
    40:41

    In this episode, our President, Joseph F. Eschleman, CIMA®, and our Director of Tax and Financial Planning, Steven Pitchford, CPA, CFP®, as they unravel the complexities of managing and reducing the “necessary evils” of investing: expenses and income taxes. Join us as we share valuable insights and practical strategies to empower you as an investor. Discover how to take control of your financial destiny by minimizing expenses and optimizing your tax planning. No longer will these necessary evils hinder your net worth building journey.

  • 9 Tax Strategies Real Estate Investors Wish They Had Known

    9 Tax Strategies Real Estate Investors Wish They Had Known

    S01 E03
    42:36

    In this episode Megan Miller and Joseph Eschleman talk about the 9 tax strategies real estate investors must know. As Towerpoint Wealth’s President and founder, Joseph provides customized financial planning and strategic wealth management counsel. In building an impressive 21 year career, he continues to help a select group of successful individuals, business owners and entrepreneurs, corporate professionals, and retirees both grow and protect their personal net worth. Joseph’s extensive training, experience, and expertise in portfolio and investment management, sustainable income generation, and comprehensive wealth protection and asset transfer planning has helped him move clients toward their ultimate goal – complete economic peace of mind. Megan is the newest member of the Towerpoint Wealth family, joining the firm in December of 2022. She brings with her over a decade of experience in individual tax compliance and consulting, as well as a deep background in tax financial planning, personal investing, and real estate. Read Megan's full bio here: https://towerpointwealth.com/sacramento-towerpoint-wealth/towerpoint-wealth-team/megan-miller-associate-wealth-advisor/

  • The Real estate market in Sacramento

    The Real estate market in Sacramento

    S01 E02
    20:37

    My what a difference 18 months makes! Do you own real estate in the greater Sacramento area? Recently bought a home here? Or, just thinking about buying or selling real estate in the City of Trees? The Sacramento real estate market today is markedly different than the spring of 2020, and certainly not white hot. However, although things have calmed down, here at Towerpoint Wealth, we believe it is useful to remember and understand both how and why the market became so overinflated, as to not repeat the same mistakes twice, and to recognize the benefits of the Sacramento real estate market being a buyer’s market now, versus a seller’s market not too long ago. So enjoy listening to the discussion our President, Joseph Eschleman, shared with veteran real estate agent Brian Kassis, of Re/Max Gold, back in April of 2021.