Jeb Bowie, CFP®
Pocket-sized Advice: Understanding Your Money Persona for Better Financial Decisions

Pocket-sized Advice: Understanding Your Money Persona for Better Financial Decisions

Discover Your Money Personality: Saver, Spender, Avoider, or Controller | Pocket Size Advice Jeb Bowie introduces the concept of “money personality” on Pocket Size Advice, describing four common money personas: the saver, spender, avoider, and controller. He explains that none of these tendencies are inherently wrong, but issues arise when people don’t recognize their patterns and allow one persona to drive every financial decision. The episode emphasizes building a healthier relationship with money through self-awareness so viewers can create a financial plan that works for them and reflects their values. For more information, viewers are directed to tradewinds.global.

2025 TradeWinds’ End-of-Year Market Video

2025 TradeWinds’ End-of-Year Market Video

In this conversation, we reflect on the highs and lows of 2025, everything from market volatility and headline risk (tariffs, AI, and policy shifts) to the reality that “Main Street” hasn’t always felt the same optimism as “Wall Street.” Financial advisor’s Jeb Bowie and Miller Hoffman break down why reacting to scary predictions can backfire, and shares practical steps you can take heading into 2026 like building an emergency fund, understanding your cash flow, reviewing insurance coverage, and making sure your portfolio risk matches your goals.

State of the Market: September 2025

State of the Market: September 2025

Welcome to TradeWinds’ State of the Market webinar! In this session, our advisors take a closer look at today’s economic landscape—covering market performance, inflation trends, the Federal Reserve, the tech sector, and what all of this means for your portfolio.

Money Courage – Get Tax-Ready with Confidence

Money Courage – Get Tax-Ready with Confidence

Tax season and March Madness have one thing in common: strategy. Just like filling out a bracket, preparing for tax season requires planning, smart choices, and a little bit of foresight. Whether you’re filing early or racing against the clock, having a game plan is...