Jason Kavanaugh's guest appearances

Jason Kavanaugh

The Awesome Wholesaler Experience Podcast

Real Talk with Robin

Robin Edgar

Jennifer Gluckow

Charlie Plumb

Gino Wickman

Evan Carmichael

Alan Weiss

Heather Monahan

Bob Burg

James Malinchak

Alan Stein Jr

Amanda Richardson

Patrick Bet-David

Sandra Yancey

Larry Winget

Brad Blazar

OwlTail

“This is your life savings. This is what your future is. This is what your legacy will be. So you want to be very, very cautious and careful. Don't rush that.” -Jason Kavanaugh   With all the lockdowns caused by the pandemic and other factors affecting the economy, many people can already see inflation on the horizon. But before you settle down with a conclusion, let’s look at the world of finance from the eyes of a financial expert. Jason Kavanaugh is the Founder of Concorde Investment Services and Concorde Holdings. In this episode, Jason shares changes we can expect in the financial world and how we can prepare for them. He also talks about how a financial investor can help you safeguard your life savings, where to invest, and how technology is already making revolutionary changes from an economic standpoint. Most importantly, Jason shares 2 important things to consider before working with a financial advisor.   Highlights:  01:57 The Financial World in 2021 and Beyond 05:10 Why Work with a Financial Advisor 08:48 Knowledge and Chemistry   Information presented in this podcast is for educational purposes only, does not constitute as individual investment advice, and should not be relied upon as tax or legal advice. Please consult the appropriate professional regarding your individual circumstance. Statements concerning financial market trends are based on current market conditions, which will fluctuate. Past performance and forecasts are not indicative of future results. Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Advisory services offered through Concorde Asset Management, LLC (CAM), an SEC investment adviser. Insurance offered through Concorde Insurance Agency, Inc. (CIA) Wealth Progression Group is independent of CIS, CAM and CIA.

“This is your life savings. This is what your future is. This is what your legacy will be. So you want to be very, very cautious and careful. Don't rush that.” -Jason Kavanaugh With all the lockdowns caused by the pandemic and other factors affecting the economy, many people can already see inflation on the horizon. But before you settle down with a conclusion, let’s look at the world of finance from the eyes of a financial expert. Jason Kavanaugh is the <a href="https://concordeis.com/" rel="nofollow" target="_blank">Founder of Concorde Investment Services and Concorde Holdings</a>. In this episode, Jason shares changes we can expect in the financial world and how we can prepare for them. He also talks about how a financial investor can help you safeguard your life savings, where to invest, and how technology is already making revolutionary changes from an economic standpoint. Most importantly, Jason shares 2 important things to consider before working with a financial advisor. Highlights:  01:57 The Financial World in 2021 and Beyond 05:10 Why Work with a Financial Advisor 08:48 Knowledge and Chemistry Information presented in this podcast is for educational purposes only, does not constitute as individual investment advice, and should not be relied upon as tax or legal advice. Please consult the appropriate professional regarding your individual circumstance. Statements concerning financial market trends are based on current market conditions, which will fluctuate. Past performance and forecasts are not indicative of future results. Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Advisory services offered through Concorde Asset Management, LLC (CAM), an SEC investment adviser. Insurance offered through Concorde Insurance Agency, Inc. (CIA) Wealth Progression Group is independent of CIS, CAM and CIA.

2 Things You Need to Consider Before Working with a Financial Expert with Jason Kavanaugh

Jason Kavanaugh, currently serves as the President of Concorde Investment Services, an SEC Registered Investment Advisor.  In addition, Jason serves as the President, Co-Founder and Board Member of Concorde Holdings which solely owns Financial Service Companies and embraces the Entrepreneurial Spirit to Implement its Value Oriented Strategies. Jason also serves as a Board Member and the EO Detroit THRIVE Chair.  Prior to these roles Jason served as the SVP of Business Development for Allianz of America Corporation, which is the Parent Company of Allianz Life North America and many us know Jason for his instrumental role in the success of Questar Capital, where he served as the firms Chief Marketing Officer, Principal, and Board Member.Jason attended University of Detroit Mercy and currently calls Ann Arbor, MI home, where he and his wife Annette are active in their community where they are raising their family.

Jason Kavanaugh, currently serves as the President of Concorde Investment Services, an SEC Registered Investment Advisor.  In addition, Jason serves as the President, Co-Founder and Board Member of Concorde Holdings which solely owns Financial Service Companies and embraces the Entrepreneurial Spirit to Implement its Value Oriented Strategies. Jason also serves as a Board Member and the EO Detroit THRIVE Chair.  Prior to these roles Jason served as the SVP of Business Development for Allianz of America Corporation, which is the Parent Company of Allianz Life North America and many us know Jason for his instrumental role in the success of Questar Capital, where he served as the firms Chief Marketing Officer, Principal, and Board Member.Jason attended University of Detroit Mercy and currently calls Ann Arbor, MI home, where he and his wife Annette are active in their community where they are raising their family.

"Balance?  Ha!  Life is about Choices, not Balance..." with Jason Kavanaugh