PODCAST
Wealth Watch with Jim Pavia
Wealth Watch, hosted by veteran financial journalist Jim Pavia, features conversations with leading voices in wealth management on the forces shaping markets and personal finance.
Episode 2: The Real Cost of Not Having a Will with Douglas Boneparth
Jim Pavia speaks with CFP® professional Douglas Boneparth about wills, estate planning,
digital assets, and why having a plan in place is essential for protecting the people you
care about most.
Episode 1: 401(k) Catch-Up Contributions with Winnie Sun
Jim Pavia speaks with Winnie Sun about 401(k) catch-up contributions, recent
rule changes, and what they mean for retirement planning.
Trailer: Introducing Wealth Watch
Jim Pavia describes his podcast Wealth Watch, where he speaks with money managers, economists, and industry experts to break down the trends, policy changes, and market developments shaping investors today.
Disclaimer:
The Wealth Watch podcast and all related content (including but not limited to audio, video, written materials, show notes, social media posts, and website content) are provided for general informational and entertainment purposes only. Nothing presented on this podcast constitutes or should be construed as financial, investment, legal, tax, accounting, or other professional advice.
The hosts and guests of Wealth Watch are not acting as licensed financial advisors, attorneys, accountants, or other regulated professionals unless explicitly stated. Any opinions, statements, views, or experiences expressed by guests are solely their own and do not necessarily reflect the views or positions of Wealth Watch, its hosts, producers, sponsors, affiliates, or partners.
The information shared on this podcast is general in nature and does not take into account any individual’s specific financial situation, objectives, risk tolerance, or needs. Listeners should not rely on the information discussed as a substitute for professional advice. You should consult with a qualified financial advisor, attorney, tax professional, or other appropriate expert before making any financial, legal, or business decisions.
Any references to investments, strategies, markets, products, or services are for illustrative and educational purposes only and do not constitute an endorsement, recommendation, solicitation, or offer to buy or sell any securities or financial instruments. Past performance discussed on the podcast is not indicative of future results.
While efforts are made to ensure the accuracy of the information presented, Wealth Watch makes no representations or warranties, express or implied, regarding the completeness, accuracy, reliability, or timeliness of any information provided. All content is provided “as is” and may be subject to change without notice.
To the fullest extent permitted by law, Wealth Watch, its hosts, producers, guests, affiliates, and representatives disclaim any and all liability for any losses, damages, or injuries—whether direct, indirect, incidental, consequential, special, or punitive—that may arise from the use of, reliance on, or inability to use the information provided in this podcast.
By listening to or engaging with Wealth Watch, you acknowledge and agree that you are solely responsible for your own decisions, actions, and results.