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
Episodes
43 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
Why We Chose Confluence Financial Partners
Join us for an insightful conversation with Greg Weimer, CEO, and the newest members of the Confluence Financial Partners Team: Rande Casaday, MBA | Wealth Manager
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Season 1
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Episode 29
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9:42
Why Coaches Matter, In Business and Beyond
Join us for an insightful conversation with Greg Weimer, CEO, and Katie Montagazzi, Director of Marketing, as they discuss the transformative power of constant improvement and the pivotal role of coaching in personal and professional developmen...
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Season 2
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Episode 6
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15:46
Tips for Raising Confident Children
At Confluence Financial Partners, we believe in the holistic well-being of our clients and their families. We're pleased to share our latest podcast episode focusing on the essential and sometimes overlooked area of children and adolescents' me...
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Season 2
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Episode 5
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27:10
Considerations for Purchasing a Second Home
Join our host and CEO, Greg Weimer, for a discussion around second home ownership. In this episode, we discuss some of the considerations surrounding the purchase of a second home, from the initial expense to ongoing carrying costs like houseke...
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Season 2
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Episode 4
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6:01
Passing the Torch: Navigating Wealth Transfer
Join host and CEO, Greg Weimer, as he speaks with our COO, Gregory Weimer, CFP® , CPA, and Director of Wealth Planning, Randy Holcombe, CFP® about the significance of planning around wealth transfer. Whether you are growing and dev...
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Season 2
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Episode 3
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27:16
Fuel Your Body to Maximize Your Life with Sarah Rupp MS, RD, LDN | Episode 30
Join us for a conversation with our Dietitian, Sarah Rupp MS, RD, LDN, on how to fuel your body with nutrition!In today’s fast-paced world, whether you’re a dedicated business owner, a loving parent, or a high-performing athlete, one th...
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Season 2
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Episode 2
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27:52
Living Our Mission | Episode 29
Confluence Financial Partners is committed to building a firm that endures - respecting our roots and striving to live our mission today and in the future: Maximizing Lives and Legacies.In this episode, Greg Weimer, CEO, and Katie...
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Season 2
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Episode 1
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10:37
Developing a Winning Culture: Confluence's Next Generation
In August of 2019, Confluence CEO, Greg Weimer sat down with a few of the firm’s younger associates to get their perspectives on wealth management, workplace culture, and life. Since that time, much has changed. In this episode, we...
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Season 1
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Episode 28
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40:31
Folds of Honor - Tiffany's Story | Episode 27, Part 2
Some investments serve a higher purpose. In this episode, you’ll learn about Folds of Honor, an organization that gives back to a community to whom we owe an unpayable debt. Since 2007, Folds of Honor has provided scholarships to the families o...
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Season 1
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Episode 28
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46:03
Folds of Honor - Passion Into Action | Episode 27
Some investments serve a higher purpose. In this episode, you’ll learn about Folds of Honor, an organization that gives back to a community to whom we owe an unpayable debt. Since 2007, Folds of Honor has provided scholarships to the families o...
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Season 1
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Episode 27
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34:11
Becoming the Architect of Your Future
Join Confluence Financial Partners CEO, Greg Weimer, along with Confluence Director of Marketing and Communication, Katie Montagazzi, CFP®, for an inspiring conversation on goal planning and the importance of living an intentional life. In this...
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Season 1
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Episode 26
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22:25
The Entrepreneur’s Journey
What does it take to succeed in an increasingly technology-driven world? Adaptability. Curiosity. Resilience.In this episode, you’ll learn how smart businesses navigate change and technological disruption by innovatingand evolving. Join...
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Season 1
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Episode 25
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45:19
Planning an Extraordinary Retirement
How do you cap off a lifetime of hard work? With many people retiring healthier, heartier and wealthier than generations before us, retirement can be a chance for adventure, an opportunity to make the most of the next chapter of our lives. In t...
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Season 1
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Episode 24
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37:54
A Conversation About Mental Health
An estimated 1 in 5 U.S. adults experience mental illness each year*. But 5 out of 5 adults need to take care of their mental health. On this episode, host and Confluence Financial Partners CEO, Greg Weimer, welcomes Julia Broglie to the podcas...
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Season 1
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Episode 23
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37:23
Market Update
Though the market changes, our commitment to clients does not. Our Chief Executive Officer, Greg Weimer and Director of Investments Bill Winkeler give you an...
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14:51
The True Meaning of Legacy | Episode 22
In the U.S. alone, it’s estimated that $59 trillion will transfer from generation to generation by 2061. But a legacy is far more than zeros and commas. Your legacy isn’t just the assets you leave, but also the life that you live, the moments y...
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Season 1
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Episode 22
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9:09
Meet Brian Ripley | Episode 21
Confluence Financial Partners was created to set a higher standard of financial planning for our clients. How do we achieve it? By hiring the best and brightest talent. Introducing one of our newest Wealth Managers, Brian Ripley. Brian brings m...
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Season 1
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Episode 21
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46:32
The Power of Coaching | Episode 20
Meet Dr. Ben Sorensen, leader, entrepreneur, author, lawyer, soldier, and coach. As a renowned provider of leadership training, sales training and executive coaching, Ben has extensive experience helping individuals overcome obstacles, el...
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Season 1
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Episode 20
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48:11
Trailer
Welcome to the “Imagine That” Podcast, the only podcast dedicated to helping you maximize your life and your legacy. Join host Greg Weimer, as he explores the many ways people can unlock their best selves through candid conversations with some ...
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0:58
5 Steps for Changing Your Life | Episode 19
If everyone kept their New Year’s resolutions, we’d all be in great shape. Unfortunately, our goals for the new year are often forgotten by February. Meet Eric Zalewski, fitness expert and personal trainer at St. Clair Country Club, who has a f...
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Season 1
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Episode 19
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22:41
Wake Up to Gratitude | Episode 18
Prepare your heart for the holidays with this very special Thanksgiving episode. Join host Greg Weimer as he explores the world-changing power of gratitude. Greg will share how maintaining a gratitude mindset has helped him maximize his own lif...
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Season 1
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Episode 18
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8:58