About this episode
If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) . Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs.Scheduling is easy—once you land at jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) just click “Schedule Initial Call” and select a time that works best for you!There’s a quick survey to fill out that will help guide the conversation and ensure your time is used efficiently.If you’re ready to learn more, visit jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) and book your call today!Take advantage of our partnership with LifeLock and get discounts using our link: https://lifelock.norton.com/offers?expid=LLONEYEAR&promocode= JSPW24&VENDORID= _JESSUPWM&om_ext_cid=ext_partner_ JSPW24_Productpage $)· Post-pandemic travel spending surge - travelers prioritizing experiences over luxury goods (22:12)· Younger travelers spending more on travel despite financial pressures (17:49)· Rising luxury travel costs, including €2,000/night hotels in Italy (23:42)· Increase in multi-generational travel across life stages· Long-term travel planning (5–10 years) integrated with financial planning (05:28)· Early planning saves money vs. last-minute bookings, especially around holidays (10:52)· Travel advisor value & compensation model (design fees + commissions) (25:21)· Relationship-based personalization improves trip quality and reduces stress (14:53)· Importance of travel insurance for high-cost trips and risk mitigation (18:54)· Managing geopolitical risk & booking flexibility in unstable regions (29:27)· Emerging and alternative destinations to avoid crowds and improve value (27:43) https://www.huffmantravel.com/team/andre-lauren-tony Hosts:Mark McEvily - Chief Investment Officer and Managing Partner Matthew Jessup – Chief Executive Officer, Chief Compliance Officer, and Managing PartnerAddress: 35 Park Ave. Dayton, OH 45419 Phone: 937-938-9105
