Uncommon Wealth Partners

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

10/13/2026

Here’s a new clip from Meaningful Conversations! Listen to the full episode here: https://play.headliner.app/episode/35724249

Join Phillip Ramsey on the Uncommon Wealth Podcast as he reflects on his recent liveaboard scuba diving trip and the importance of contributing positively to conversations. Phillip shares insights on how engaging with others by asking good questions, listening actively, and encouraging peers can truly enrich interactions. He reflects on an experience with a fellow diver who often disrupted rather than contributed to group dialogue, offering lessons on effective communication and leadership. Tune in to explore how being uncommon means fostering understanding, support, and meaningful connections in everyday conversations.

10/13/2026

Join Phillip Ramsey on the Uncommon Wealth Podcast as he reflects on his recent liveaboard scuba diving trip and the importance of contributing positively to conversations. Phillip shares insights on how engaging with others by asking good questions, listening actively, and encouraging peers can truly enrich interactions. He reflects on an experience with a fellow diver who often disrupted rather than contributed to group dialogue, offering lessons on effective communication and leadership. Tune in to explore how being uncommon means fostering understanding, support, and meaningful connections in everyday conversations.

10/05/2026

Here’s a new clip from Trump Accounts! Listen to the full episode here: https://play.headliner.app/episode/35600218

Join hosts Phillip Ramsey and Cody Kowalski on the Uncommon Wealth Podcast as they explore the intriguing world of Trump accounts. Delve into the specifics of these retirement accounts for children, inspired by a new initiative offering financial benefits. Discover the eligibility criteria, the influence of philanthropic contributions like those from Michael and Susan Dell, and the potential growth of these accounts. Cody and Phillip provide insights on account set-up and discuss the broader implications for future financial planning. Perfect for parents or those considering starting a family, this discussion unpacks an innovative approach to long-term savings.

10/05/2026

Join hosts Phillip Ramsey and Cody Kowalski on the Uncommon Wealth Podcast as they explore the intriguing world of Trump accounts. Delve into the specifics of these retirement accounts for children, inspired by a new initiative offering financial benefits. Discover the eligibility criteria, the influence of philanthropic contributions like those from Michael and Susan Dell, and the potential growth of these accounts. Cody and Phillip provide insights on account set-up and discuss the broader implications for future financial planning. Perfect for parents or those considering starting a family, this discussion unpacks an innovative approach to long-term savings.

09/28/2026

Here’s a new clip from Special Needs Trust! Listen to the full episode here: https://play.headliner.app/episode/35486776

In this episode of the Uncommon Wealth Podcast, hosts Phillip Ramsey and Cody Kowalski delve into special needs trusts and ABLE accounts, offering insights into how these tools can maximize government benefits for families with special needs individuals. They discuss the complexities of qualifying for Social Security Income (SSI) and Medicaid, unpack recent legislative changes, and provide strategic planning opportunities to effectively use these benefits. The episode is a helpful guide for anyone looking to understand financial planning for special needs, inspired by listener feedback from Greg.

09/28/2026

In this episode of the Uncommon Wealth Podcast, hosts Phillip Ramsey and Cody Kowalski delve into special needs trusts and ABLE accounts, offering insights into how these tools can maximize government benefits for families with special needs individuals. They discuss the complexities of qualifying for Social Security Income (SSI) and Medicaid, unpack recent legislative changes, and provide strategic planning opportunities to effectively use these benefits. The episode is a helpful guide for anyone looking to understand financial planning for special needs, inspired by listener feedback from Greg.

09/21/2026

Join host Phillip Ramsey in a conversation with Marco Frattarelli on the Uncommon Wealth Podcast. Discover Marco's journey from Detroit to Dallas, navigating a career in biotech sales, embracing his Italian roots, and cultivating an uncommon life focused on authenticity, learning from younger generations, and spiritual growth. Marco shares insights on balancing career, family, and personal passions, including his love for cars and aviation. This episode delves into the value of risk, the importance of mentors, and the evolving nature of faith, all while highlighting Marco's unique approach to living authentically.

09/14/2026

Here’s a new clip from The Future of AI and Financial Services! Listen to the full episode here: https://play.headliner.app/episode/35253453

In this episode of the Uncommon Wealth Podcast, host Phillip Ramsey tackles the intriguing topic of AI's future impact on the financial services industry. Inspired by his son's question, Phillip explores how AI could transform the sector, discussing the importance of maintaining human connections and relationships. He emphasizes using AI as a tool to enhance services while preserving the personal touch that defines Uncommon Wealth's approach. Phillip reassures listeners about the enduring value of human interactions and the exciting possibilities AI brings to the table.

09/14/2026

In this episode of the Uncommon Wealth Podcast, host Phillip Ramsey tackles the intriguing topic of AI's future impact on the financial services industry. Inspired by his son's question, Phillip explores how AI could transform the sector, discussing the importance of maintaining human connections and relationships. He emphasizes using AI as a tool to enhance services while preserving the personal touch that defines Uncommon Wealth's approach. Phillip reassures listeners about the enduring value of human interactions and the exciting possibilities AI brings to the table.

09/07/2026

Here’s a new clip from Cash Flow! Listen to the full episode here: https://play.headliner.app/episode/35148069

Phillip Ramsey of the Uncommon Wealth Podcast explores innovative financial planning strategies that focus on reorganizing existing cash flow to achieve personal goals without impacting current savings. Drawing from personal experiences, Phillip discusses how to effectively use budgeting to expedite financial plans and emphasizes the importance of personalized planning that aligns with individual aspirations. This episode offers insights into crafting a financial legacy that reflects one's unique ambitions, making it essential listening for those interested in pursuing uncommon financial paths.

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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