Blog
Medicare Basics Webinar Replay
We were privileged to have Fanny Pacheco join us via Zoom for a discussion on Medicare Basics. Fanny is a Medicare Partner at PB Individual Insurance. PB Individual Insurance provides personalized services helping clients compare their...
Read More
Meet Yesenia Beckmann of Well-Traveled Wealth
Today we’d like to introduce you to Yesenia Beckmann. Hi Yesenia, so excited to have you on the platform. So before we get into questions about your work-life, maybe you can bring our readers up to speed on your story and how you...
Read MoreEstate Planning Basics Webinar Replay
We were thrilled to have Anne Wenger with us to talk about estate planning during our last webinar. Estate planning can bring up some difficult conversations, but is a vital part of any financial plan. We stress the importance of an...
Read MoreWTW Turns 3!
After almost a decade of working for a large investment firm, the goals of that organization and what we felt was best for our clients, began to diverge. It was at this time, in May of 2018, that Well-Traveled Wealth was founded. We...
Read More
TODD BECKMANN EARNS CERTIFIED FINANCIAL PLANNER™ CERTIFICATION
San Diego, CA December 10th, 2020 - Today we are excited to announce that Todd Beckmann, Partner and Financial Advisor at Well-Traveled Wealth, has earned the CERTIFIED FINANCIAL PLANNER™ certification. About Well-Traveled Wealth...
Read MoreShow All
Well-Traveled Wealth Expands Team to Include New Office Manager
San Diego, CA — Well-Traveled Wealth is excited to announce the addition of a new team member, Emily Joyce. She joins the Well-Traveled Wealth staff as the Office Manager/Client Care Specialist, coming to the firm with nearly two...
Read MoreA Message from Arlene
With all of the changes that we are facing in our day to day lives, I wanted to take a moment to provide you with a brief message. Please watch the short message below.
Read MoreWell-Traveled Wealth Turns 2!
This week marks the Two Year Anniversary of Well-Traveled Wealth.
Read More
Weathering Market Downturns
Five questions to help you maintain perspective Staying calm amid market turmoil is not easy, especially when the financial headlines are blaringwords such as panic and collapse. Your first instinct may be to abandon the markets, but...
Read More
Stock Market Behavior and Elections
At Well-Traveled Wealth we believe that the best investment strategies come down to the ability to stick with it. It is tempting to want to react to the ups and downs of the stock market, but ultimately this will yield disastrous...
Read More
TODD BECKMANN EARNS RETIREMENT INCOME CERTIFIED PROFESSIONAL® (RICP®) DESIGNATION
San Diego, CA July 8th, 2019 – The Advisors at Well-Traveled Wealth are committed to continually expanding their education in an effort to offer the best possible guidance to their clients. Today we are excited to announce that...
Read More
WELL-TRAVELED WEALTH WELCOMES NEW FINANCIAL ADVISORS
SAN DIEGO, CA – May 20, 2019 Well-Traveled Wealth announces the addition of two accomplished financial advisors. Arlene Dimitian and Claudia Herrera join the San Diego wealth management firm, founded by Todd and Yesenia Beckmann,...
Read More