Episodes: 333
Frequency: Weekly
Rating: 4.9/5.0
Estimated listeners: 1k-10k
Gender skew: Neutral
Location: USA
Instagram: 198 followers
podcast@uncommonwealth.com
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Phillip Ramsey - Financial planning professional and host focused on retirement planning, tax efficiency, investing, and helping people align financial decisions with their preferred lifestyle.
Cody Kowalski - Asset Allocation, Asset Location, Tax-efficient Investing, Roth Accounts, Iras, Taxable Accounts, And Retirement Planning.
Uncommon Legacy
August 03, 2026
Explore the concept of leaving an uncommon legacy with host Phillip Ramsey in this insightful episode of the Uncommon Wealth Podcast. Discover how core values, charitable giving, and life experiences can shape generational wealth beyond mere monetary inheritance. Ramsey discusses strategies for preserving wisdom and instilling values, ensuring your legacy endures. Through the lens of Lee Brower’s teachings, learn how to use wealth as a tool to foster lasting positive impacts across generation...
Preparing For Retirement - Top 5 Questions
July 27, 2026
In this engaging episode of the Uncommon Wealth podcast, Phillip Ramsey delves deep into the heart of financial planning by exploring the top questions Googled by those preparing for retirement. As he navigates through these inquiries, Phillip sheds light on the underlying concerns that many individuals face as they contemplate their financial futures. With a mix of strategy and empathy, Phillip demonstrates how asking the right questions can lead to a more fulfilling and uncommon financial j...
Tax Efficiency
July 20, 2026
Phillip Ramsey delves into a critical yet often overlooked aspect of financial planning: tax efficiency. He contrasts the roles of CPAs as historians (archaeologists) and financial planners as future-focused (architects). Highlighting tools like eMoney and Holistaplan, Phillip explains how they aid in crafting tax-savvy financial strategies. While emphasizing that Uncommon Wealth Partners values collaboration with tax professionals, Phillip showcases how their proactive approach can better st...
podcast@uncommonwealth.com
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