Financial Shepherd: Joshua Casey Garland
I started Shepherd Wealth Management because I believe it is my duty, obligation, and responsibility to utilize the gifts God has given me. Performance, Purpose, and Passion are three marks of a good Shepherd and these are the pillars that I have built my life and firm around. My goal is to help families, business owners, and anyone looking to take control of their finances while also making a BIG impact on the world and our community. Unlike many companies in society today, I believe it is not just about making money but, using that money to make a difference for the better. Therefore, I choose to invest the first 10% of Shepherd Wealth Management revenue to charitable organizations in our local community.
Financial Shepherd: Joshua Casey Garland
We’re excited to announce that Brady Jackson has joined our team as a Senior Financial Advisor!
Brady brings over 10 years of experience in the financial services industry, helping clients navigate markets, plan for the future, and achieve their financial goals with confidence. His deep expertise, combined with a client-first mindset, aligns perfectly with Shepherd Wealth Management’s core values of performance, passion, and purpose.
"With over 12 years experience in the financial services industry, I am a dedicated wealth management professional who graduated with an Economics degree from Indiana University. I spent the majority of the last decade at TD Ameritrade and Charles Schwab, assisting high-net-worth families in achieving their financial objectives. Recognizing the limitations of traditional platforms, I decided to Join Casey and John at Shepherd Wealth Management to leverage all that being independent has to offer. This allows me to offer a greater degree of personalization and a more comprehensive approach for my clients."
Please join us in welcoming Brady to the Shepherd Wealth family! We look forward to the knowledge, passion, and dedication he will bring to serving our clients.
4 months ago | [YT] | 0
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Financial Shepherd: Joshua Casey Garland
Hey y'all! After speaking with the rest of the SWM team we've decided to suspend live episodes of The Financial Shepherd Podcast for the indefinite future. We appreciate all of you who made sure to tune in to them, and everyone who contributed to the chat. But in their current format, live episodes aren't contributing what we need them to, and as Shepherd Wealth Management continues to grow and take on more clients, it's increasingly harder to find scheduling and resources to produce functioning live episodes. We do plan on bringing back a version of live episodes, most likely in a way that is just for our active clients, sometime in Q3. So stay tuned to more information for that. And, if you're not a client of SWM's and are just a fan of the show, don't worry! The Financial Shepherd Podcast will continue as normal, twice a month, and more often when important market happenings need to be discussed in a timely manner. Thanks again to everyone who enjoyed our live episodes! Hopefully, they'll be back sometime in the near future. Peace.
Ezra
8 months ago | [YT] | 0
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Financial Shepherd: Joshua Casey Garland
Hey y'all! Joshua is meeting with clients this morning so we're moving today's episode to 3:30pm EST. Join us then and bring your finance and market questions to the cat! See y'all this afternoon.
Ezra
8 months ago | [YT] | 0
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Financial Shepherd: Joshua Casey Garland
Hey y'all! We're scrapping the live stream for today's episode and will instead upload a recorded episode later today, both here on YouTube and on our Spotify and Amazon audio accounts. Don't forget to leave your thoughts in the comments. Have a great weekend, y'all!
8 months ago | [YT] | 0
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Financial Shepherd: Joshua Casey Garland
Hey y'all! Get ready for the next episode of The Financial Shepherd Podcast, Friday, May 30 at 1:00pm EST! There'll be A LOT of numbers to go over. And Casey will be digging through inflation data as soon as it drops, and reviewing NVIDIA's reports from the days prior. So join us live and hop in the chat with your questions. Have a great rest of the week, and see y'all next Friday!
8 months ago | [YT] | 0
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Financial Shepherd: Joshua Casey Garland
Saw this while randomly scrolling through. Words of wisdom from one of the all time great investors, as relevant today as it was when this speech was given.
https://youtu.be/Oik_N0BoiQE?si=pHh-G...
10 months ago | [YT] | 0
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Financial Shepherd: Joshua Casey Garland
Hey y'all! It's a busy day for SWM so we're moving today's podcast to tomorrow, Friday, April 4th at 2:00pm EST. Those of you who are fans of the show know that our clients come first, always. We appreciate y'all understanding our commitment. And, we'll see you in the chat during tomorrow's live episode! Have a great Thursday.
10 months ago | [YT] | 0
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Financial Shepherd: Joshua Casey Garland
Hey y'all! Joshua and the SWM team are busy with quarterly client reviews. So we're scheduling the next episode of The Financial Shepherd Podcast for Friday, October 25, 11:00am est. Bring your finance and investing questions to the chat! See y'all soon.
1 year ago | [YT] | 0
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Financial Shepherd: Joshua Casey Garland
Hey y'all! The next episode of The Financial Shepherd Podcast will live stream tomorrow, August 8, at 11:00am. Joshua will have A LOT to talk about regarding recent market events. So make sure to tune in to hear the discussion. And, as always, have your finance and investing questions ready for Joshua and drop them in the chat during our live stream. See y'all tomorrow at 11:00am!
1 year ago | [YT] | 0
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Financial Shepherd: Joshua Casey Garland
Hey y'all! Joshua is busy conducting quarterly reviews with our wonderful clients, so today's podcast will be rescheduled to tomorrow morning, FRIDAY, JUNE 26 at 11:00am EST. See you tomorrow on the live stream!
1 year ago (edited) | [YT] | 0
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