Wisconsin Capital Management

Our 2nd episode of Beyond the Balance Sheet — the Wisconsin Capital Management podcast where inspiring personal stories meet thoughtful financial insight is now available! 🎙️

Nathan Plumb and Aaron Carreno sat down with Dave Gorwitz, Attorney with Murphy Desmond S.C. for an insightful conversation on business leadership, financial growth, and navigating today's evolving economic landscape.

Dave shares his story of entering law school at 40, the challenges of journey, his perspective on developing meaningful professional relationships, and making smart financial decisions in uncertain times.

From leadership lessons and entrepreneurial mindset shifts to wealth-building strategies and market insights, this episode delivers practical takeaways for business owners, professionals, investors, and anyone focused on personal and financial growth.

Whether you're looking to grow your business, strengthen your financial future, or gain perspective from experienced leadership, this conversation offers valuable insight and real-world wisdom you can apply today.

📺Watch the full interview: https://lnkd.in/eBUVdRzJ
🎧 Listen by visiting the links below or wherever you get your podcasts.

Spotify-https://lnkd.in/eAW77nih

Apple Podcasts-https://lnkd.in/eFBv-6Dp

iHeartRadio-https://lnkd.in/gfVn-UKb

Amazon Music-https://music.amazon.com/podcasts/652a44f9-ae63-44aa-9cef-88eac60ade09/wisconsin-capital-management-beyond-the-balance-sheet-podcast

Wisconsin Capital Management (WCM) is a registered investment adviser. SEC registration does not imply a certain level of skill or training. Investing in securities involves risk, including the potential loss of principal; past performance guarantees no future results. WCM owns the Beyond the Balance Sheet Podcast; all podcast content is intended strictly for educational and informational use and does not constitute formal financial, investment, or legal advice. This material is for informational purposes only and should not be construed as a solicitation or financial, legal, or tax advice. WCM's Form ADV Part 2A contains detailed information regarding operational practices, conflicts of interest, and fee structures, and is available upon request by contacting: wiscap.com, [email protected], 608-960-4616, or 8020 Excelsior Dr, Suite 402, Madison, WI 53717.

Estate planning is an important component of a comprehensive financial plan.

While investment and retirement strategies often receive significant attention, it's equally important to review the documents and decisions that can help ensure your wishes are carried out and your loved ones have clear guidance in the future.

Consider reviewing:

✔️Your will or revocable living trust
✔️Beneficiary designations on retirement and investment accounts
✔️Durable power of attorney documents
✔️Healthcare directives and medical wishes
✔️Family discussions regarding your intentions

Life events such as marriage, divorce, the birth of a child, retirement, or the loss of a loved one may create a need to revisit your estate plan.

If it's been several years since you've reviewed these items, now may be a good time to consult with qualified legal and financial professionals to determine whether updates are appropriate for your situation.

Learn more at https://www.wiscap.com/

Wisconsin Capital Management is a Registered Investment Adviser. This content is provided for informational and educational purposes only and should not be construed as legal, tax, or investment advice. Estate planning documents should be prepared by qualified legal counsel.

We're thrilled to introduce Beyond the Balance Sheet — the Wisconsin Capital Management podcast where inspiring personal stories meet thoughtful financial insight. 🎙️

For our very first episode, we sat down with Alison Kilkelly, founder of AK Counseling, alisonkilkelly.com for a conversation that's equal parts courageous and candid.

Alison's path wasn't linear. She left a stable career in media sales, navigated a divorce, took out student loans, and enrolled in a master's program — all at the same time. What carried her through? Clear values, financial goals she refused to abandon, and the resilience to keep her eyes on the summit.

Alison has been running her practice for 13 years. Her story is proof that there's never a perfect time — only the decision to begin.

🎧 Listen now below or wherever you get your podcasts.

Spotify-https://lnkd.in/gcR2wNpU

Apple Podcast-https://lnkd.in/guw2z8y8

iHeartRadio-https://lnkd.in/gfVn-UKb

Wisconsin Capital Management (WCM) is a registered investment adviser. SEC registration does not imply a certain level of skill or training. Investing in securities involves risk, including the potential loss of principal; past performance guarantees no future results. WCM owns the Beyond the Balance Sheet Podcast; all podcast content is intended strictly for educational and informational use and does not constitute formal financial, investment, or legal advice. This material is for informational purposes only and should not be construed as a solicitation or financial, legal, or tax advice. WCM's Form ADV Part 2A contains detailed information regarding operational practices, conflicts of interest, and fee structures, and is available upon request by contacting: wiscap.com, [email protected], 608-960-4616, or 8020 Excelsior Dr, Suite 402, Madison, WI 53717.

☀️ Summer is the perfect time to make a few smart financial moves that can pay off for years to come. Small, consistent actions today can help create greater financial confidence tomorrow.

If you'd like to discuss your financial goals or review your current strategy, visit https://www.wiscap.com/ click that chat button and let us know how we can connect.

Wisconsin Capital Management is a Registered Investment Adviser. Educational only; not investment, tax, legal, or insurance advice. Tax-loss harvesting involves risks, including wash-sale rules and varying tax brackets; consult a CPA. 529 plans may have state-specific tax implications and fees. Past performance is no guarantee of future results.

We are excited to be a sponsor of 's upcoming "Business Social Hour" on June 9th at from 4-6pm.

Visit https://lnkd.in/gmWdQd9F to register, hope to see you there!

Thank you to Live it Up with Lee & Friends and WKOW-ABC 27 for highlighting Wisconsin Capital Management on the show this past Saturday!

If you missed Nate’s interview segment, you can watch it here:
https://youtu.be/qPEqoCLZ3ts?si=-KpJIuWIgAe9KGuf

Nate shares more about Wisconsin Capital Management, how we help individuals and families pursue their financial goals, and the importance of building long-term relationships with clients.

We appreciate the opportunity to be part of the conversation and connect with the Madison community.

Live it Up! With Lee & Friends: Wisconsin Capital Management 5-16-26 Nate Plum, a portfolio manager at Wisconsin Capital Management, joins the show to discuss the history of the firm.

Tune in tomorrow, Saturday, May 16 to catch Nate's interview on Live it Up with Lee & Friends at 9am on WKOW 27!