Uncommon Wealth Partners

Uncommon Wealth Partners We think a little different so we can deliver a very different level of results. If you're ready to

07/21/2026

Philip Ramsey here. Many entrepreneurs pour their entire identity into their business. But what happens when you're more than just your company? Let's explore on the Uncommon Wealth Podcast.

07/20/2026

Are you your business? It's a dangerous trap, especially when you're forging an uncommon path. Remember, you're so much more than your work. Let's explore your many roles and celebrate your unique gifts.

07/20/2026

Here’s a new clip from Tax Efficiency! Listen to the full episode here: https://play.headliner.app/episode/34377937

Phillip Ramsey delves into a critical yet often overlooked aspect of financial planning: tax efficiency. He contrasts the roles of CPAs as historians (archaeologists) and financial planners as future-focused (architects). Highlighting tools like eMoney and Holistaplan, Phillip explains how they aid in crafting tax-savvy financial strategies. While emphasizing that Uncommon Wealth Partners values collaboration with tax professionals, Phillip showcases how their proactive approach can better steer clients towards financial success. Discover how leveraging advanced tools and forward planning can enhance your financial future.

07/20/2026

Here’s a new clip from Perks of Uncommon! Listen to the full episode here: https://play.headliner.app/episode/34376985

Explore the essence of living an 'uncommon' life with Phillip Ramsey on the Uncommon Wealth Podcast. This episode delves into how adopting a unique mindset can positively impact both yourself and others. Discover the power of intentionality, the importance of taking ownership, and ways to enhance relationships, all while cultivating an energetic and positive outlook. Ramsey shares personal insights and strategies to transform mundane routines into exceptional experiences. Embark on a journey to redefine success and enrich your life by embracing uncommon perspectives.

07/20/2026

Ever feel like your business defines you? It's time to dig deeper. Discover how grounding your identity in faith, not just finances, can truly set your mind free. Train your thinking to see beyond the daily grind.

07/20/2026

Building a business is an intensely personal journey, much like raising a child. When it fails, the emotional toll is profound and deeply felt. It's a loss that resonates on a core level.

07/20/2026

Ever feel lost after a big life change? Selling your business can hit just as hard as your kids leaving the nest. It's a huge identity shift, and navigating it requires support. Want to hear more about building Uncommon Wealth? Tune into the podcast.

07/13/2026

Explore the essence of living an 'uncommon' life with Phillip Ramsey on the Uncommon Wealth Podcast. This episode delves into how adopting a unique mindset can positively impact both yourself and others. Discover the power of intentionality, the importance of taking ownership, and ways to enhance relationships, all while cultivating an energetic and positive outlook. Ramsey shares personal insights and strategies to transform mundane routines into exceptional experiences. Embark on a journey to redefine success and enrich your life by embracing uncommon perspectives.

07/06/2026

Here’s a new clip from Asset Location! Listen to the full episode here: https://play.headliner.app/episode/34146134

Phillip Ramsey and Cody Kowalski explore strategies for asset allocation and asset location in the latest Uncommon Wealth Podcast. They discuss how asset location offers a tax-efficient approach to investment growth by strategically placing equities and bonds across Roth accounts, IRAs, and taxable accounts. Learn how this method can impact required minimum distributions and overall retirement planning. Perfect for those interested in optimizing their investment strategies, especially within higher tax brackets. Tune in to understand how to align your portfolio with your long-term financial goals.

07/06/2026

Phillip Ramsey and Cody Kowalski explore strategies for asset allocation and asset location in the latest Uncommon Wealth Podcast. They discuss how asset location offers a tax-efficient approach to investment growth by strategically placing equities and bonds across Roth accounts, IRAs, and taxable accounts. Learn how this method can impact required minimum distributions and overall retirement planning. Perfect for those interested in optimizing their investment strategies, especially within higher tax brackets. Tune in to understand how to align your portfolio with your long-term financial goals.

Address

3914 SW Sawgrass Pkwy
Ankeny, IA
50023

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+15156503009

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