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Investec Wealth Strategies
These are audio versions of the blog content we provide on our website. Investec is an independent, boutique wealth management firm based in Houston, TX. We have been serving affluent families with over $1M in investable assets since 1984. We specialize in working with Retirees, ExxonMobil professionals as well as those who have become Suddenly Single. We invite you to consider our forward-looking approach to wealth management. Learn more at investecwealth.com
Podcasting since 2020 • 35 episodes
Investec Wealth Strategies
Latest Episodes
Choosing Between Traditional Medicare and the ExxonMobil Medicare Primary Option (MPO)
You’re an ExxonMobil retiree and about to turn 65. You need to make a decision about health insurance. You can move seamlessly from the ExxonMobil Retiree Medical Plan option to the ExxonMobil Medicare Primary Option (MPO), also known as a Medi...
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Season 2
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Episode 17
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13:42
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You’ve Left ExxonMobil—What About Your ExxonMobil Savings Plan Account?
If you’ve ever left an employer in whose 401(k) plan you participated, did you make an informed decision about what to do about your account? We offer five objectives to help decide what’s right for you. But please, don’t just forget you have t...
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Season 2
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Episode 16
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9:27
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A Tough Blog to Write – Diminished Mental Capability & Increased Vulnerability
As we grow older, I suspect we all have moments in which we wonder whether we’re experiencing normal forgetfulness…or are we showing the first signs of dementia? We may joke about it, but we have to think about the possibility if we’re realisti...
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Season 2
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Episode 15
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9:03
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4 Steps to Maximize What Goes Into Your EMSP in 2021
News that ExxonMobil will resume the company match to the ExxonMobil Savings Plan in October gives you a planning basis for maximizing after-tax dollars going into your account. If you're inclined to max out, follow along here to calculate the ...
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Season 2
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Episode 14
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7:37
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Have You Reevaluated Your Insurance Coverage Since COVID Began? If Not, Here Are 4 Areas to Review Right Now
Life has likely felt like a whirlwind since the pandemic started. While adjusting to the new normal, it’s possible your insurance coverage has not been top of mind. But in reality, you could be missing out by not reevaluating your current cover...
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Season 2
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Episode 13
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3:43
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