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!®

-----------------------------------

Contact Information :

Ellis Wealth Management

Paul Ellis: 425-405-7720

email: paul.Ellis@elliswealthmanagement.net

Links referenced in this episode:

• apple.com
• spotify.com
• amazon.com
• ewminsights.com

EWM INSIGHTS with special Special Guest Gabriela Lino of RMG Consulting

Empowering Change: Gabriella Lino's Journey from Costa Rica to RMG Consulting

Welcome to EWM INSIGHTS where we celebrate HUMAN CAPITAL!

Join us in this special episode as we sit down with Gabriella Lino, a dynamic entrepreneur and founder of RMG Consulting.

Gabriella is revolutionizing the marketing and public relations landscape with her innovative strategies and relentless drive. Known for empowering businesses and nonprofits, she shares her journey and insights from building global connections to fostering community growth.

Discover how Gabriella's unique experiences, including her time spent living in Costa Rica, have shaped her approach to business and community engagement. Learn about her passion for integrating empathy with strategic planning, and how she bridges the gaps between "personability", sustainability, and public appeal for her clients.

Gabriella also discusses her involvement with local nonprofits like Packs for Kids and her commitment to education and children's welfare.

Tune in to hear about her challenges, successes, lessons learned - and how Gabriela's innovative approach is empowering organizations to achieve sustainable success while fostering meaningful connections!

Topics Covered:

• Perceptional Consulting

• Bridging Community and Business

• Costa Rica to Kamiak

• Strategic Networking

• Authentic Marketing in the AI Era

• Passion Projects and Community Involvement

Note: This is personal discussion, and NOT an offer to purchase or sell insurance or investment products.

It is Ellis Wealth Management’s expressed position that investments should be understood and discussed with an accredited financial professional before purchase. Past performance is not indicative of future performance. Investments can loose value which includes risk to principle

Contact:

Ellis Wealth Management

Paul Ellis: 425-405-7720

email: paul.Ellis@elliswealthmanagement.net

Gabriella Lino

RMG Consulting

Phone: 425-308-6174

Website: rmgconsultingfirm.com

LinkedIn: Gabriella Lino

Additional Notes and resources have been attached below.

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!®

RESOURCES

RMG Consulting

[rmgconsultingfirm.com]

(http://rmgconsultingfirm.com)

Edmonds Community College

[edmonds.edu]

(https://www.edmonds.edu/)

Packs for Kids

[packsforkids.org]

(http://packsforkids.org)

Mukilteo Chamber of Commerce

[mukilteochamber.org]

(https://mukilteochamber.org/)

Build Her a Future

[buildherafuture.org]

(http://buildherafuture.org)

Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL!

EWM INSIGHTS Advanced Planning Series with James Bergeron, J.D.

I am pleased to announce that my friends at Nuveen Investments are joining us again for an Advanced Planning series sharing very important Financial and Wealth Management information to help your family become stronger and more independent.

I am joined by my colleague James A. Bergeron, J.D.

Jim is an Advisor Education Consultant in the Global Learning and Development group where he and the team focus on developing and delivering intellectual capital designed to help wealth management firms and advisory practices evolve - and enhance their relationships with clients.

It has been said:

" It is not how much you make - it is how much you keep."

This pertains not only to assets one has accumulated , but to knowledge as well.

Ellis Wealth Management and our friends at Nuveen want you to grow and keep all that you have worked for - in finances and in Life!

So get ready as we continue our focus on the greatest investment of all - Human Capital and The Family!

In this episode of the Advanced Planning Series we discuss

"Demystifying Trusts"

Session Topics:

• Demystifying Trusts
• What is a Trust
• Revocable vs. Irrevocable Trusts
• Federal Estate and Gift Tax Exemption
• Spousal Access and Special Needs Trusts
• Charitable Giving through Trusts

Get ready as we continue our focus on the greatest investment of all

- Human Capital and The Family!

“Invest in What You Love!”® ❤️⚜️

You are welcome to share this episode with those in your circle who are on a similar path of learning.

Additional Notes and resources have been attached below.

Previous Session# 1

"From the Stage to Estate: Digital Matters with Special Guest Phillip Nathaniel Freeman"

Can be heard here:

https://player.captivate.fm/episode/cb64a97b-ac45-4f81-aae3-5e873db05b5e/

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!®

----------------

Note: This is an educational discussion and NOT an offer to purchase or sell insurance or investment products.

It is Ellis Wealth Management’s expressed position that investments should be understood and discussed with an accredited financial professional before purchase. Past performance is not indicative of future performance. Investments can loose value which includes risk to principle.

Contact Information :

Ellis Wealth Management

Paul Ellis: 425-405-7720

email: paul.Ellis@elliswealthmanagement.net

-----------------------------------

Additional Resources: Research Links

• The Entertainers Checklist, Estate Guidelines and Considerations - EWM - The Entertainers Checklist, Estate Guidelines and Considerations A Value Based Resource Journal compliments of Ellis Wealth Management, LLC.

EWM INSIGHTS with Special Guest Jim Tinsley!

"Crisp Mornings and Cozy Evenings; Preparing Your Home for Fall and Winter".

Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL!

In this special episode of EWM Insights, we visit with Jim Tinsley and discuss the transition from summer to fall in our picturesque Pacific Northwest.

As the crisp mornings and warm afternoons signal the end of our "Indian Summer", we focus on preparing our homes for the upcoming season.

Discover insightful professional tips and strategies to ensure your home, one of your most significant investments, is ready for the changing weather.

Don't miss this essential guide to fall home preparation!

Topics Covered:

• Top Down Preparation

• Do It Yourself, or Oversee the Process

• Keep Money In, Keep Cold Out

• Local Stores, Local Help

• Curb Appeal

• Don't Forget Your Pets

• Let Your Light Shine On

Note: This is personal discussion, and NOT an offer to purchase or sell insurance or investment products.

It is Ellis Wealth Management’s expressed position that investments should be understood and discussed with an accredited financial professional before purchase. Past performance is not indicative of future performance. Investments can lose value which includes risk to principle.

Contact:

Ellis Wealth Management

Paul Ellis: 425-405-7720

email:

paul.Ellis@elliswealthmanagement.net

Jim Tinsley

The Agency NW

Phone: 206-351-7669

Email: https://soldbyjimtinsley.com/Packs for Kids

https://packsforkidswa.com/

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!®

EWM INSIGHTS with Special Guest Emma Busig!

Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL!

In this special episode of EWM Insights, we visit with Emma Busig and discuss her professional journey in the Pacific Northwest with Pacific Office Automation!

"Winners figure out how to get it done."

In this episode of Insights, we have a heartfelt conversation with Emma Busig from Pacific Office Automation.

Emma shares her journey from Wisconsin to the Pacific Northwest and her transition from working in a salon to thriving in business technology sales.

Emma shares her perspective on the ever-evolving world of office technology. With more people working from home and businesses adopting hybrid models, the demand for unique and innovative solutions has never been higher.

Emma’s story is a powerful reminder that career paths are rarely linear. Her journey from a salon to a successful career in tech sales is filled with lessons on resilience, adaptability, and the importance of investing in what you love!

Topics Covered:

• Going West

• The Changing Office Landscape

• Propelling Past Rejection

• A Grandparent's Legacy of Love

Note: This is personal discussion, and NOT an offer to purchase or sell insurance or investment products. It is Ellis Wealth Management’s expressed position that investments should be understood and discussed with an accredited financial professional before purchase. Past performance is not indicative of future performance. Investments can lose value which includes risk to principal.

Contact:

Ellis Wealth Management

Paul Ellis: 425-405-7720

email: paul.ellis@elliswealthmanagement.net

Emma Busig

Pacific Office Automation

LinkedIn: https://www.linkedin.com/in/emma-busig/

Additional Notes and resources have been attached below.

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!®

Resources:

Mukilteo Chamber of Commerce

https://mukilteochamber.org/

Pacific Office Automation

https://pacificoffice.com

Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL!

EWM INSIGHTS Advanced Planning Series with James Bergeron, J.D. and Special Guest, Phillip Nathaniel Freeman!

I am pleased to announce that my friends at Nuveen Investments are joining us again for an Advanced Planning series sharing very important Financial and Wealth Management information to help your family become stronger and more independent.

I am joined by my colleague James A. Bergeron, J.D. and Special Guest Phillip Nathaniel Freeman!

It has been said:

" It is not how much you make - it is how much you keep."

Advanced Planning Series Episode 1.

In the age of digital transformation, estate planning has evolved beyond traditional assets

like property and investments.

Today, digital assets play a crucial role, especially for those in the arts and entertainment industry.

In our latest podcast episode, we delve into advanced planning techniques with James

Bergeron, an advisor and education consultant, and Phillip Nathaniel Freeman, a multitalented

artist and musician known for his work with the power rock trio Small Town Titans.

James Bergeron emphasizes that wealth is more than just economic assets; it should reflect our

values and identities. This philosophy extends to digital assets, which can include everything from passwords and online accounts to business - related intellectual property.

For artists like Phillip Nathaniel Freeman, digital assets encompass a wide range of valuable

items, such as music recordings, royalties, and even AI-generated likenesses.

Phil shares his insights into the complexities of managing digital assets in the music industry.

With the advent of the Internet, file sharing, and streaming services, musicians' works are

primarily digital. These digital assets generate revenue through advertisements and royalties,

which need to be carefully managed and protected.

Phil highlights the importance of understanding copyright laws and the potential of blockchain technology to ensure the authenticity and proper distribution of these assets.

For those in the entertainment industry, understanding the scope of digital assets is vital.

As technologies like AI and blockchain continue to evolve, they offer new opportunities and

challenges for managing and protecting intellectual property. Phil mentions that some artists are even considering using AI to create avatars or holograms of themselves, ensuring their legacy continues long after they are gone.

Whether you're an artist, entrepreneur, or simply looking to protect your digital legacy, this

discussion offers valuable guidance on navigating the evolving landscape of digital assets.

"The Digital Estate Plan and The Entertainers Checklist "

Session Topics:

• The Entertainers Estate

• The Age of AI

• Music, Digital Assets and Intellectual Property

• Taking Inventory of Royalties

• Know Your State

• The 3-5 Year Sneak Peak

• The Entertainers Estate Checklist

Get ready as we continue our focus on the greatest investment of all - Human Capital and

The Family!

“Invest in What You Love!”® ❤⚜

You are welcome to share this episode with those in your circle who are on a similar path of

learning.

Additional Notes and resources have been attached below.

Referenced Previous Session:

"Creating Your Family Compass and GPS to

Legacy"

Available here:

https://ewm-insights-love.captivate.fm/episode/

x235

We hope our conversations will help you acquire more knowledge, become...

EWM INSIGHTS with special Special Guests Alicia Magnan and Alicia Stach - Ottenstror

Welcome to EWM INSIGHTS where we celebrate HUMAN CAPITAL!

Are You Ready to turn your home renovation dreams into reality?

In this special episode of EWM Insights, we visit with Ashlyn Magnan of Northlight Custom Builders and Alicia Stach - Ottenstror of Alimay Interiors to discuss the world of custom building and interior design.

Both experts share invaluable insights on everything from the sentimental value of home renovations, to the latest trends in interior design, and building your dream home.

Learn about budgeting, and how to make your space truly yours!

Whether you're looking to remodel your current home or build a custom one, this episode is packed with valuable insights and inspiration from initial dream to the final touches that make a house a home.

Topics Covered:

• Stay or Sell ? The case for Remodeling and Renovation

• Selling … Update or Stag

• Why Custom

• What's Your Style

• The Increasing Popularity of ADUs (Accessory Dwelling Units)

• Getting Started - with a Little Help From Friends

Note: This is personal discussion, and NOT an offer to purchase or sell insurance or investment products.

It is Ellis Wealth Management’s expressed position that investments should be understood and discussed with an accredited financial professional before purchase. Past performance is not indicative of future performance. Investments can loose value which includes risk to principle

#HomeImprovement

#InteriorDesign

#CustomBuilding

Contact:

Ellis Wealth Management

Paul Ellis: 425-405-7720

email: paul.Ellis@elliswealthmanagement.net

Ashlynn Magnan

Sales & Estimating

Northlight Custom Builders, LLC

phone: (425) 463-6299

email: ashlynn@northlightcustom.com

website: northlightcustom.com

Linkedin: linked.com/in/ashlyn-magnan

Alicia Stach-Ottenstror

Alimay Interiors

phone: (425) 314-6563

email: stachalicia@hotmail

website: www.alimayinteriors.com

Linkedin: linkedin.com/in/alicia-stach-ottenstror

Additional Notes and resources have been attached below.

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!®

Resources:

Northlight Custom Builders

https://northlightcustom.com

Alimay...

Join Paul Bertrand Ellis, CIMA® , President and Managing Director

of Ellis Wealth Management LLC, as he teams up with James A.

Bergeron, J.D., of Nuveen Investments for an Advanced Planning

Series.

Together they explain financial literacy and family wealth education,

providing insights and practical steps to help you navigate complex

financial areas and support your family's values.

Discover and learn how to grow and keep your assets through

practical steps - while creating a Legacy!

It has been said that it is not how much you make - it is how much

you keep.

Ellis Wealth Management and our friends at Nuveen want you to

grow and keep all that you have worked for -in finances and in Life!

So get ready as we continue our focus on the greatest investment

of all - Human Capital and The Family- and we encourage you to

Invest In What You Love!®

#FinancialLiteracy #WealthManagement