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Hosted by CEO/CIO of Great Lakes Wealth, Dewey D. Steffen, the What Dewey Do podcast educates listeners on topics that impact financial growth, your retirement, and your lifestyle. Introducing leaders in our community for conversations that can help with investment decisions, so you can plan for and live your best life!
What Dewey Do is a podcast by Great Lakes Wealth (www.greatlakeswealth.us), and executively produced by Wayne Media Group (https://www.waynemedia.com).
Great Lakes Wealth, LLC is a Registered Investment Advisor. The information provided is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Great Lakes Wealth and its representatives are properly licensed or exempt from licensure. No advice may be rendered without a service agreement in place. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211. Purshe Kaplan Sterling Investments and Great Lakes Wealth are not affiliated companies.
Hosted by CEO/CIO of Great Lakes Wealth, Dewey D. Steffen, the What Dewey Do podcast educates listeners on topics that impact financial growth, your retirement, and your lifestyle. Introducing leaders in our community for conversations that can help with investment decisions, so you can plan for and live your best life!
What Dewey Do is a podcast by Great Lakes Wealth (www.greatlakeswealth.us), and executively produced by Wayne Media Group (https://www.waynemedia.com).
Great Lakes Wealth, LLC is a Registered Investment Advisor. The information provided is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Great Lakes Wealth and its representatives are properly licensed or exempt from licensure. No advice may be rendered without a service agreement in place. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211. Purshe Kaplan Sterling Investments and Great Lakes Wealth are not affiliated companies.
Producers, Hosts, and Production Team
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Recent Hosts, Guests & Topics
Here's a quick summary of the last 5 episodes on What Dewey Do?.
Hosts
Dewey D. Steffen
Previous Guests
Adam Helfman
Adam Helfman has been Metro Detroit's trusted home improvement expert for over 35 years. As the founder of Hire It Done, he has connected homeowners with top-quality contractors for two decades. Adam's popular Saturday morning home improvement radio show has been a go-to resource for Metro Detroiters for 18 years. With his extensive industry experience, he knows the critical questions homeowners need to ask, including those contractors often avoid.
Adam Helfman has been Metro Detroit's trusted home improvement expert for over 35 years. As the founder of Hire It Done, he has connected homeowners with top-quality contractors for two decades. Adam's popular Saturday morning home improvement radio show has been a go-to resource for Metro Detroiters for 18 years. With his extensive industry experience, he knows the critical questions homeowners need to ask, including those contractors often avoid.
Lorenzo Sewell
Reverend Lorenzo Sewell is a dynamic leader, entrepreneur, and Senior Pastor of 180 Church Detroit. As the CEO of Sewell Strategy LLC and founder of Parents Versus Everybody, he empowers communities through faith, business, and advocacy. With over seven years of pastoral leadership, he brings a profound perspective on faith and politics. His work reflects his commitment to fostering inclusion and strategic growth.
Reverend Lorenzo Sewell is a dynamic leader, entrepreneur, and Senior Pastor of 180 Church Detroit. As the CEO of Sewell Strategy LLC and founder of Parents Versus Everybody, he empowers communities through faith, business, and advocacy. With over seven years of pastoral leadership, he brings a profound perspective on faith and politics. His work reflects his commitment to fostering inclusion and strategic growth.
Topics Discussed
wealth
financial strategies
Millionaire Next Door
budgeting
savings
lifestyle inflation
financial behavior
financial freedom
home improvement
investment
trends
contractor pitfalls
return on investment
2025 home upgrades
tariffs
market impact
investments
supply chain disruptions
trade wars
diversifying portfolios
domestic growth stocks
volatility
bonds
safe-haven assets
benediction
Donald Trump
Lorenzo Sewell
faith
leadership
financial issues
social issues
community empowerment
Episodes
Here's the recent few episodes on What Dewey Do?.
0:0016:29
The Millionaire Next Door Blueprint for Wealth #118
Hosts
Hosts of this podcast episode
Dewey D. Steffen
Keywords
Keywords of this podcast episode
wealthfinancial strategiesMillionaire Next Doorbudgetingsavingslifestyle inflationfinancial behaviorfinancial freedom
Some people quietly amass wealth while others with six-figure incomes struggle to stay afloat. The real difference lies in strategy, discipline, and execution.
In episode #116 of What Dewey Do?, we break down the habits, mindset, and financial strategies inspired by The Millionaire Next Door. We also explain how a simple $125 weekly investment can grow into over a million dollars without needing a six-figure salary.
Income alone wont make you richyour financial behavior determines long-term success. Learn why smart budgeting, automating savings, and resisting lifestyle inflation are the real wealth-building tools.
Financial freedom starts with small, consistent choices. Tune in to this episode and take the first step toward a more secure future.
Quotes:
- Dewey Steffen: Most people spend first and save whats leftif anything. Millionaires do the opposite. They save first, then spend.
- Dewey Steffen: Studies show that 80% of financial success is based on behavior, not income. Daily choices, spending habits, and financial discipline separate those who struggle from those who build wealth.
- Dewey Steffen: Money is a tool, not a solution. Think about how many lottery winners and professional athletes go broke. Its not the money you make, but what you do with it once you have it.
Thanks for watching! What Dewey Do? is a podcast by Great Lakes Wealth (www.greatlakeswealth.us) and executively produced by Evry Media (www.evry.media.com). Great Lakes Wealth, LLC is a registered investment advisor. The information provided is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Great Lakes Wealth and its representatives are properly licensed or exempt from licensure. No advice may be rendered without a service agreement in place. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling Investments and Great Lakes Wealth are not affiliated companies. The views reflected in the commentary are subject to change at any time without notice. Nothing herein constitutes investment advice or a recommendation that any particular security, portfolio of securities, transaction, or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security or a depiction of past investments made by Great Lakes Wealth, LLC.
Some people quietly amass wealth while others with six-figure incomes struggle to stay afloat. The real difference lies in strategy, discipline, and execution.
In episode #116 of What Dewey Do?, we break down the habits, mindset, and financial strategies inspired by The Millionaire Next Door. We also explain how a simple $125 weekly investment can grow into over a million dollars without needing a six-figure salary.
Income alone wont make you richyour financial behavior determines long-term success. Learn why smart budgeting, automating savings, and resisting lifestyle inflation are the real wealth-building tools.
Financial freedom starts with small, consistent choices. Tune in to this episode and take the first step toward a more secure future.
Quotes:
- Dewey Steffen: Most people spend first and save whats leftif anything. Millionaires do the opposite. They save first, then spend.
- Dewey Steffen: Studies show that 80% of financial success is based on behavior, not income. Daily choices, spending habits, and financial discipline separate those who struggle from those who build wealth.
- Dewey Steffen: Money is a tool, not a solution. Think about how many lottery winners and professional athletes go broke. Its not the money you make, but what you do with it once you have it.
Thanks for watching! What Dewey Do? is a podcast by Great Lakes Wealth (www.greatlakeswealth.us) and executively produced by Evry Media (www.evry.media.com). Great Lakes Wealth, LLC is a registered investment advisor. The information provided is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Great Lakes Wealth and its representatives are properly licensed or exempt from licensure. No advice may be rendered without a service agreement in place. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling Investments and Great Lakes Wealth are not affiliated companies. The views reflected in the commentary are subject to change at any time without notice. Nothing herein constitutes investment advice or a recommendation that any particular security, portfolio of securities, transaction, or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security or a depiction of past investments made by Great Lakes Wealth, LLC.
Want to transform your home but feel lost in a sea of options? With costs rising and trends shifting rapidly, knowing where to invest can be daunting.
In episode #115 of What Dewey Do?, home improvement expert Adam Helfman, Founder of HireItDone.com, joins the show to discuss the latest home upgrade trends you need to know.
He shares insider tips on maximizing your return on investment and avoiding contractor pitfalls. He also breaks down what’s trending in 2025 and how homeowners can make the best choices for their budgets.
Tune in to this episode and get the expert advice you need to make smart home upgrades without overspending.
Quotes:
- Adam Helfman: “Garages are no longer just for cars—they're turning into well-organized storage and workshop spaces, following the walk-in closet trend.”
- Adam Helfman: “ Kitchens and bathrooms offer the best return on investment.”
- Dewey Steffen: “ Roofing is a major investment, and with new materials and technology, homeowners are opting for longer-lasting shingles.”
_________________________
Adam Helfman has been Metro Detroit's trusted home improvement expert for over 35 years. As the founder of Hire It Done, he’s connected homeowners with top-quality contractors for two decades. Adam's popular Saturday morning home improvement radio show has been a go-to resource for Metro Detroiters for 18 years. With his extensive industry experience, he knows the critical questions homeowners need to ask—including those contractors often avoid.
Thanks for watching! What Dewey Do? is a podcast by Great Lakes Wealth (www.greatlakeswealth.us). Great Lakes Wealth, LLC is a registered investment advisor. The information provided is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Great Lakes Wealth and its representatives are properly licensed or exempt from licensure. No advice may be rendered without a service agreement in place. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling Investments and Great Lakes Wealth are not affiliated companies. The views reflected in the commentary are subject to change at any time without notice. Nothing herein constitutes investment advice or a recommendation that any particular security, portfolio of securities, transaction, or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security or a depiction of past investments made by Great Lakes Wealth, LLC.
Want to transform your home but feel lost in a sea of options? With costs rising and trends shifting rapidly, knowing where to invest can be daunting.
In episode #115 of What Dewey Do?, home improvement expert Adam Helfman, Founder of HireItDone.com, joins the show to discuss the latest home upgrade trends you need to know.
He shares insider tips on maximizing your return on investment and avoiding contractor pitfalls. He also breaks down what’s trending in 2025 and how homeowners can make the best choices for their budgets.
Tune in to this episode and get the expert advice you need to make smart home upgrades without overspending.
Quotes:
- Adam Helfman: “Garages are no longer just for cars—they're turning into well-organized storage and workshop spaces, following the walk-in closet trend.”
- Adam Helfman: “ Kitchens and bathrooms offer the best return on investment.”
- Dewey Steffen: “ Roofing is a major investment, and with new materials and technology, homeowners are opting for longer-lasting shingles.”
_________________________
Adam Helfman has been Metro Detroit's trusted home improvement expert for over 35 years. As the founder of Hire It Done, he’s connected homeowners with top-quality contractors for two decades. Adam's popular Saturday morning home improvement radio show has been a go-to resource for Metro Detroiters for 18 years. With his extensive industry experience, he knows the critical questions homeowners need to ask—including those contractors often avoid.
Thanks for watching! What Dewey Do? is a podcast by Great Lakes Wealth (www.greatlakeswealth.us). Great Lakes Wealth, LLC is a registered investment advisor. The information provided is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Great Lakes Wealth and its representatives are properly licensed or exempt from licensure. No advice may be rendered without a service agreement in place. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling Investments and Great Lakes Wealth are not affiliated companies. The views reflected in the commentary are subject to change at any time without notice. Nothing herein constitutes investment advice or a recommendation that any particular security, portfolio of securities, transaction, or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security or a depiction of past investments made by Great Lakes Wealth, LLC.
Market fluctuations, supply chain disruptions, and trade wars can shake up investments. But savvy investors don’t panic—they adapt.
In episode #116 of What Dewey Do?, the focus is on tariffs, their market impact, and what investors need to do next.
Tariffs influence everything from manufacturing to tech to consumer prices, creating winners and losers in the market. We cover diversifying portfolios, focusing on domestic growth stocks, and navigating volatility with bonds and safe-haven assets.
The market is shifting, but smart investors stay ahead. Don’t let tariffs catch you off guard—turn uncertainty into opportunity.
Hit play now and learn how to safeguard your investments and capitalize on what’s next in 2025!
Quotes:
- Dewey Steffen: “Safe haven assets like bonds and gold often become more attractive during tariff-related market volatility.”
- Dewey Steffen: “One strategy for mitigating tariff uncertainty is dollar cost averaging. Instead of trying to time the market, buy small amounts of investments consistently over time.”
- Dewey Steffen: “Trade policies can shake up the markets, impact industries, and create volatility. But smart investors know how to evaluate and navigate.”
Thanks for watching! What Dewey Do? is a podcast by Great Lakes Wealth (www.greatlakeswealth.us) and executively produced by Evry Media (www.evry.media.com). Great Lakes Wealth, LLC is a registered investment advisor. The information provided is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Great Lakes Wealth and its representatives are properly licensed or exempt from licensure. No advice may be rendered without a service agreement in place. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211. Purshe Kaplan Sterling Investments and Great Lakes Wealth are not affiliated companies. The views reflected in the commentary are subject to change at any time without notice. Nothing herein constitutes investment advice or a recommendation that any particular security, portfolio of securities, transaction, or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security or a depiction of past investments made by Great Lakes Wealth, LLC.
Market fluctuations, supply chain disruptions, and trade wars can shake up investments. But savvy investors don’t panic—they adapt.
In episode #116 of What Dewey Do?, the focus is on tariffs, their market impact, and what investors need to do next.
Tariffs influence everything from manufacturing to tech to consumer prices, creating winners and losers in the market. We cover diversifying portfolios, focusing on domestic growth stocks, and navigating volatility with bonds and safe-haven assets.
The market is shifting, but smart investors stay ahead. Don’t let tariffs catch you off guard—turn uncertainty into opportunity.
Hit play now and learn how to safeguard your investments and capitalize on what’s next in 2025!
Quotes:
- Dewey Steffen: “Safe haven assets like bonds and gold often become more attractive during tariff-related market volatility.”
- Dewey Steffen: “One strategy for mitigating tariff uncertainty is dollar cost averaging. Instead of trying to time the market, buy small amounts of investments consistently over time.”
- Dewey Steffen: “Trade policies can shake up the markets, impact industries, and create volatility. But smart investors know how to evaluate and navigate.”
Thanks for watching! What Dewey Do? is a podcast by Great Lakes Wealth (www.greatlakeswealth.us) and executively produced by Evry Media (www.evry.media.com). Great Lakes Wealth, LLC is a registered investment advisor. The information provided is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Great Lakes Wealth and its representatives are properly licensed or exempt from licensure. No advice may be rendered without a service agreement in place. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211. Purshe Kaplan Sterling Investments and Great Lakes Wealth are not affiliated companies. The views reflected in the commentary are subject to change at any time without notice. Nothing herein constitutes investment advice or a recommendation that any particular security, portfolio of securities, transaction, or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security or a depiction of past investments made by Great Lakes Wealth, LLC.
0:001:04:38
Why Pastor Lorenzo Sewell Prayed Over Donald Trump: The Story Behind the Benediction #115
Pastor Lorenzo Sewell Shares How To Dream Bigger, Aim Higher
In episode #116, Pastor Lorenzo Sewell takes us inside his remarkable journey as he prepared for the historic Benediction of POTUS DJT's 47th Presidential Inauguration in Capitol rotunda in Washington, D.C.! As a spiritual advisor to Donald Trump, his powerful speech at the inauguration marks a significant moment in faith and leadership. From humble beginnings to standing at the center of the MAGA movement, Lorenzo's story reminds us that with faith and determination, anyone can make an impact on a national stage. Join us for this powerful conversation about faith, leadership, and service! https://youtu.be/EsRKgGcbBj8
Quotes:
- Pastor Lorenzo Sewell: “When President Trump visited our church, it wasn't about politics. We are a praying church, and the Bible instructs us to pray for our leaders, regardless of their affiliation.”
- Pastor Lorenzo Sewell: “ Despite our differences in voting or opinions, we are all called to love one another.”
- Dewey Steffen: “ Justice must be upheld—that’s the priority. Recognizing where we come from helps guide where we're going.”
______________________
Pastor Lorenzo Sewell is a dynamic leader, entrepreneur, and Senior Pastor of 180 Church Detroit. As the CEO of Sewell Strategy LLC and founder of Parents Versus Everybody, he empowers communities through faith, business, and advocacy. With over seven years of pastoral leadership, he brings a profound perspective on faith and politics. His work reflects his commitment to fostering inclusion and strategic growth.
Thanks for watching! What Dewey Do? is a podcast by Great Lakes Wealth (www.greatlakeswealth.us) and executively produced by Evry Media (www.evry.media.com). Great Lakes Wealth, LLC is a registered investment advisor. The information provided is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Great Lakes Wealth and its representatives are properly licensed or exempt from licensure. No advice may be rendered without a service agreement in place. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling Investments and Great Lakes Wealth are not affiliated companies. The views reflected in the commentary are subject to change at any time without notice. Nothing herein constitutes investment advice or a recommendation that any particular security, portfolio of securities, transaction, or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security or a depiction of past investments made by Great Lakes Wealth, LLC.
#PastorLorenzoSewell #dreambig
Pastor Lorenzo Sewell Shares How To Dream Bigger, Aim Higher
In episode #116, Pastor Lorenzo Sewell takes us inside his remarkable journey as he prepared for the historic Benediction of POTUS DJT's 47th Presidential Inauguration in Capitol rotunda in Washington, D.C.! As a spiritual advisor to Donald Trump, his powerful speech at the inauguration marks a significant moment in faith and leadership. From humble beginnings to standing at the center of the MAGA movement, Lorenzo's story reminds us that with faith and determination, anyone can make an impact on a national stage. Join us for this powerful conversation about faith, leadership, and service! https://youtu.be/EsRKgGcbBj8
Quotes:
- Pastor Lorenzo Sewell: “When President Trump visited our church, it wasn't about politics. We are a praying church, and the Bible instructs us to pray for our leaders, regardless of their affiliation.”
- Pastor Lorenzo Sewell: “ Despite our differences in voting or opinions, we are all called to love one another.”
- Dewey Steffen: “ Justice must be upheld—that’s the priority. Recognizing where we come from helps guide where we're going.”
______________________
Pastor Lorenzo Sewell is a dynamic leader, entrepreneur, and Senior Pastor of 180 Church Detroit. As the CEO of Sewell Strategy LLC and founder of Parents Versus Everybody, he empowers communities through faith, business, and advocacy. With over seven years of pastoral leadership, he brings a profound perspective on faith and politics. His work reflects his commitment to fostering inclusion and strategic growth.
Thanks for watching! What Dewey Do? is a podcast by Great Lakes Wealth (www.greatlakeswealth.us) and executively produced by Evry Media (www.evry.media.com). Great Lakes Wealth, LLC is a registered investment advisor. The information provided is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Great Lakes Wealth and its representatives are properly licensed or exempt from licensure. No advice may be rendered without a service agreement in place. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling Investments and Great Lakes Wealth are not affiliated companies. The views reflected in the commentary are subject to change at any time without notice. Nothing herein constitutes investment advice or a recommendation that any particular security, portfolio of securities, transaction, or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security or a depiction of past investments made by Great Lakes Wealth, LLC.
#PastorLorenzoSewell #dreambig
0:0014:05
The Tax Playbook for the Affluent: Keep More, Grow More #114
Taxes don’t have to feel like a burden. What if they could become your strategic wealth-building tool?
In episode #114 of What Dewey Do?, I tackle the tax strategies that the wealthy use to grow and protect their money. This episode is packed with insights, from understanding the three types of accounts—taxable, tax-deferred, and tax-free—to leveraging Roth IRAs and maximizing catch-up contributions. I also discuss the benefits of tax-loss harvesting, donor-advised funds, and smart tips for business owners like depreciation and the Augusta Rule.
Don’t wait for tax season to start planning. Tune in now to learn how to minimize your tax burden and maximize your wealth.
Quotes
- Dewey Steffen: “Taxes don’t have to be the enemy, they can be a powerful wealth-building tool.”
- Dewey Steffen: “ Charitable giving is a smart tax strategy. Options include donor-advised funds, charitable trusts, and gifting appreciated assets to avoid capital gains taxes.”
- Dewey Steffen: “ Taxes aren’t just about what you owe, they’re about what you can keep. With the right strategies, you can reduce your tax burden while growing and preserving your wealth. ”
Share this episode with anyone who wants to turn taxes into opportunities for growth, and don’t forget to subscribe for more insights to thrive in 2025! 💬👏
Thanks for watching! What Dewey Do? is a podcast by Great Lakes Wealth (www.greatlakeswealth.us) and executively produced by Evry Media (www.evry.media.com). Great Lakes Wealth, LLC is a registered investment advisor. The information provided is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Great Lakes Wealth and its representatives are properly licensed or exempt from licensure. No advice may be rendered without a service agreement in place. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling Investments and Great Lakes Wealth are not affiliated companies. The views reflected in the commentary are subject to change at any time without notice. Nothing herein constitutes investment advice or a recommendation that any particular security, portfolio of securities, transaction, or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security or a depiction of past investments made by Great Lakes Wealth, LLC.
Taxes don’t have to feel like a burden. What if they could become your strategic wealth-building tool?
In episode #114 of What Dewey Do?, I tackle the tax strategies that the wealthy use to grow and protect their money. This episode is packed with insights, from understanding the three types of accounts—taxable, tax-deferred, and tax-free—to leveraging Roth IRAs and maximizing catch-up contributions. I also discuss the benefits of tax-loss harvesting, donor-advised funds, and smart tips for business owners like depreciation and the Augusta Rule.
Don’t wait for tax season to start planning. Tune in now to learn how to minimize your tax burden and maximize your wealth.
Quotes
- Dewey Steffen: “Taxes don’t have to be the enemy, they can be a powerful wealth-building tool.”
- Dewey Steffen: “ Charitable giving is a smart tax strategy. Options include donor-advised funds, charitable trusts, and gifting appreciated assets to avoid capital gains taxes.”
- Dewey Steffen: “ Taxes aren’t just about what you owe, they’re about what you can keep. With the right strategies, you can reduce your tax burden while growing and preserving your wealth. ”
Share this episode with anyone who wants to turn taxes into opportunities for growth, and don’t forget to subscribe for more insights to thrive in 2025! 💬👏
Thanks for watching! What Dewey Do? is a podcast by Great Lakes Wealth (www.greatlakeswealth.us) and executively produced by Evry Media (www.evry.media.com). Great Lakes Wealth, LLC is a registered investment advisor. The information provided is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Great Lakes Wealth and its representatives are properly licensed or exempt from licensure. No advice may be rendered without a service agreement in place. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling Investments and Great Lakes Wealth are not affiliated companies. The views reflected in the commentary are subject to change at any time without notice. Nothing herein constitutes investment advice or a recommendation that any particular security, portfolio of securities, transaction, or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security or a depiction of past investments made by Great Lakes Wealth, LLC.
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