Episodios

  • The History of Harbor Wealth Management
    Dec 28 2021
    Enjoy this interview by podcaster and 20-year Harbor Wealth Management client Betsy Wiersma with founder Elyse Foster. Understand her 35-year proven philosophy of women helping women and her strategy of client-centered, problem-solving action that gets measurable results. This is the first episode in the LifeWorks podcast series from Harbor Wealth Management with interesting stories to help make your life work.
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    23 m
  • Divorce Matters
    Dec 28 2021
    Meet Megan Miller, Elyse’s daughter and a Principal and Chief Investment Officer at Harbor. Megan has a passion for people in life changing circumstances, especially navigating divorce, and has designed specific support products and services. Elyse and Megan give you some insights into this important work. And your get a flavor for the heart-led important services from Harbor Wealth Management.
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    19 m
  • New World Strategies
    Dec 28 2021
    How do you look forward into innovation and cutting-edge investments for a diversified portfolio? Enjoy this interview with Elyse Foster and Garvin Jabusch from Green Alpha Advisors, a company that invests successfully in the Next Economy and its innovative solutions to system-level risks like climate change. This episode showcases the creative thinking of the Harbor Wealth Management team and that thinking directly benefits their clients.
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    22 m
  • Investing for Young Professionals
    Dec 28 2021
    When do you start your strategy for a happy and healthy financial future? What choices can you make today to set a secure foundation? Elyse Foster is back with her own “young professional” Megan Miller to discuss this innovative Harbor program. Megan, like her mom, as women are trailblazers. And together they discuss why starting today is so critical for tomorrow. This podcast showcases another innovative service from Harbor Wealth Management that create years of happy clients from early foundational planning.
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    20 m
  • LifeWorks: True Stories
    Dec 28 2021
    Many clients tell Harbor “we wish we found you sooner!” and express the safe and secure feeling of the guidance of the experienced Harbor team. Elyse will showcase the Harbor difference with these real-life case studies with her team and client Betsy Wiersma.  These stories illustrate that anyone can partner with Harbor Wealth Management at any stage of life and find an exceptional array of resources, top talent and a results-oriented philosophy.
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    37 m