Imagine That
Welcome to the 'Imagine That' podcast, a series of conversations about what matters most. Host Greg Weimer, CEO of Confluence Financial Partners, interviews some of the brightest minds around to help you learn to invest in yourself and take practical steps to get where you want to go. Whether you want to learn more about financial planning, nutrition, leadership — or you just need a motivational boost — this podcast exists to inspire you to live a well-planned life. • Confluence Financial Partners • 732 E McMurray Road McMurray, PA 15317 • Phone: 844.500.4655
Podcasting since 2019 • 43 episodes
Imagine That
Latest Episodes
The Heart Behind Confluence Coats for Kids
In the latest episode of the Imagine That podcast, Greg Weimer, host and CEO, sits down with Rachel White, Development & Communications Manager at South Hills Interfaith Movement (SHIM). Together, they dive into the heart behind “Confluence...
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Season 2
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Episode 10
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15:17
Estate Taxes: What You Can Control
In the latest episode of the Imagine That podcast, Greg Weimer, host and CEO, sits down with Gregory Weimer, CFP®, CPA, President and COO, and Randy Holcombe, CFP®, Director of Wealth Planning, to discuss "Estate Taxes: What You Can Control."
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Season 2
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Episode 9
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14:54
Finding Opportunities in Life's Transitions
In the latest episode of the Imagine That podcast, Greg Weimer, host and CEO, sits down with Katie Montagazzi, CFP®, Director of Marketing, to discuss “Finding Opportunities in Life’s Transitions.”At Confluence, we strive to help our cl...
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Season 2
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Episode 8
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17:56
A Peek Under the Tent: Our Investment Advisory Committee
In the latest episode of the Imagine That podcast, Greg Weimer, host and CEO, sits down with Bill Winkeler, CFA, CFP®, Chief Investment Officer, for a “peek under the tent” of our Investment Advisory Committee. At Confluence, we bel...
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Season 2
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Episode 7
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26:49
