Joss Brown Wealth Advisors

Joss Brown Wealth Advisors A strategy for your wealth. Actions for your life.

Congratulations to Deven Joss, MS, RSSA®, on earning his Master of Science in Financial Planning. Deven has been a great...
06/13/2024

Congratulations to Deven Joss, MS, RSSA®, on earning his Master of Science in Financial Planning. Deven has been a great team member at Joss Brown Wealth Advisors these past two years, helping clients navigate their roadmap to financial independence, philanthropy, and investment education & management. Great job, Deven! 🎓 🎉

01/22/2024

🎙️ New Podcast Episode: Long-Term Care Insurance Explained with Expert Oscar Alvarez on the Joss Brown Podcast!

🧓 Join Oscar Alvarez, a West Point graduate and long-term care insurance expert, along with hosts Michelle Robinson and Deven Joss, for a deep dive into the nuances of long-term care insurance.

🔍 In This Episode:

Understand the importance of long-term care insurance for an aging population.
Explore various policy options and their impacts.
Analyze the emotional and financial aspects of long-term care.
Weigh the pros and cons of self-funding vs. insurance policies.
👴👵 Whether you're planning for your future or helping loved ones with their long-term care decisions, this episode offers crucial insights and advice.

🔗 For more valuable information, visit Joss Brown's Website or call (757) 903 - 2127.

📌 Tags:

👉 Tune in to gain expert guidance on making informed decisions about long-term care planning. Don't miss this insightful episode!

01/08/2024

Join Deven Joss, Dan Joss, and Michelle Robinson on the Joss Brown Podcast for an insightful discussion on long-term care insurance.

This episode focuses on what long-term care insurance is, why it's crucial in financial planning, and when to consider purchasing it.

The team also explores various aspects like coverage options, the importance of inflation riders, and choosing the right time to buy.

Whether you're planning for your future or helping a loved one, this episode provides valuable guidance on preparing for long-term care needs.

12/25/2023

Joss Brown Podcast | Meet The Team | Philip Saunders and Deven Joss

Ever wondered how someone transitions from a family farm to financial planning?

Or how a young professional navigates the world of taxes, work, and personal finance?

Catch Philip Saunders and Deven Joss on the Joss Brown podcast as they share their unique stories and experiences.

Plus, find out who's the bigger football fan!

🏈

12/11/2023

Join us in the latest episode of the Joss Brown Podcast as we explore the intricate world of tax planning with CPA Rosemarie Lau.

With a rich experience of over 34 years, Rosemarie sheds light on proactive tax planning, charitable giving, and managing retirement accounts for small businesses.

This episode is a must-listen for anyone looking to navigate the tax maze effectively.

11/27/2023

🎙️ Joss Brown Podcast: Unraveling Tax Returns in Financial Planning!

Ever wondered how tax returns play a role in your financial planning?

Dive into the latest episode of the Joss Brown Podcast with hosts Dan Joss and Michelle Robinson.

From understanding marginal tax brackets to the significance of Social Security income and real estate depreciation, we cover it all.

Plus, get a sneak peek into our next episode where we chat with a tax expert!

Join the conversation now.

🌟

11/13/2023

🎙️ Joss Brown Podcast: Wealth Transfer Explored!

Ever wondered about the intricacies of gifting, from cars to houses?

Join us on the Joss Brown Podcast as we delve deep into the world of wealth transfer and estate planning.

We discuss everything from annual gifting to the challenges of being overly generous and the potential impact on family dynamics.

With insights, personal anecdotes, and expert advice, this episode promises a comprehensive look into making informed financial decisions.

Tune in now! 🌟

10/30/2023

Ever wondered about the journey behind a successful wealth advisor?

Dive into the Joss Brown Podcast as we spotlight Michelle Robinson's inspiring path from Jamaica, through law school, to Joss Brown Wealth Advisors.

Learn about her dedication to her clients, her passion for community service, and her personal joys.

Michelle's story is a testament to the power of dedication, continuous learning, and a supportive team.

Tune in now! 🌟 And for more episodes visit https://www.jossbrown.com/podcast

10/16/2023

Welcome to the Joss Brown Podcast!

Dive deep into the world of financial planning with over 40 years of combined expertise. In this episode, we're thrilled to have Trey Parker, a seasoned estate planning expert and principal of the Williamsburg office of Carrell Blanton Ferris and Associates. With a decade of experience under his belt, Trey has been instrumental in crafting both basic and intricate estate planning documents, ensuring clients are well-informed and their plans are tailored to their unique circumstances.

Trey's journey into estate planning was inspired by personal experiences. Witnessing the challenges his grandparents faced due to a lack of comprehensive estate planning, Trey was motivated to ensure others don't encounter similar pitfalls. From discussing the nuances of traditional families versus blended families to the importance of beneficiary designations, Trey emphasizes the need for a personalized approach. He cautions against the one-size-fits-all mentality and highlights the potential risks of online estate planning tools.

Whether you're curious about the intricacies of trusts, the significance of power of attorney, or the considerations for special needs children, this episode offers a wealth of knowledge. Join us as we unravel the complexities of estate planning, ensuring you're equipped to make informed decisions for your future.

10/02/2023

Ever wondered how to ensure your legacy is executed just as you wish?

Join us on the Joss Brown Podcast as we delve deep into estate planning.

With hosts Dan Joss, Deven Joss, and Michelle Robinson, learn about wills, trusts, power of attorney, and more.

Plus, get a sneak peek into our next episode featuring expert insights from estate planning attorney Trey Parker.

Brought to you by Joss Brown Wealth Advisors Group, LLC.

Perfect for those looking to align their financial and estate plans! 📜✨

09/19/2023

Ever wondered about the stories behind successful financial planners?

Join Dan and Katherine on the Joss Brown Podcast as they share their journeys and delve deep into the world of financial planning.

From tales of the Great Depression to modern-day success stories, and from personal experiences to expert advice, there's something for everyone.

For more episodes visit https://www.jossbrown.com

Perfect for your daily commute or a quick listen! 📈💼

Address

751 Thimble Shoals Boulevard , Suite C
Newport News, VA
23606

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm

Telephone

+17579032127

Website

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