The Life by Design Podcast

The Life by Design Podcast

Are you ready to live your best life? Tune in to the Life by Design Podcast, where we bring you strategic insights, expert interviews, and practical tools to empower you. From a financial planning and wealth management standpoint, we aim to help you understand the decisions that lead to a more fulfilling financial life. At our core, we believe in serving our clients and communities, growing through reinvestment in our people and tools, and living a great life while helping others do the same.

Episodes

June 26, 2025 20 mins

Doug Walters serves as the senior investment professional at Strategic and head of our planning group. He is responsible for setting strategy and providing industry-leading solutions to help our clients achieve their unique goals. For more info on Doug please visit: https://investstrategic.com/team/doug-walters/ https://www.linkedin.com/in/douglasswalters/

This podcast is for informational and educational purposes only. It is no...

Mark as Played

Doug Walters serves as the senior investment professional at Strategic and head of our planning group. He is responsible for setting strategy and providing industry-leading solutions to help our clients achieve their unique goals. For more info on Doug please visit: https://investstrategic.com/team/doug-walters/ https://www.linkedin.com/in/douglasswalters/ This podcast is for informational and educational purposes only. It is ...

Mark as Played

Matt Abdoo is the Executive Chef & Partner of Pig Beach BBQ restaurants, a frequent guest chef on NBC’s TODAY, and often appears as a celebrity guest or judge on Food Network programs such as America’s Beat Bobby Flay, the Kitchen, Battle of the Brothers, Kitchen Crash, and more.

 

For more info on Matt please visit:

https://mattabdoo.com/

 

This podcast is for informational and educational purposes only. It is not intended as...

Mark as Played

Doug Walters serves as the senior investment professional at Strategic and head of our planning group. He is responsible for setting strategy and providing industry-leading solutions to help our clients achieve their unique goals. For more info on Doug please visit: https://investstrategic.com/team/doug-walters/ https://www.linkedin.com/in/douglasswalters/ This podcast is for informational and educational purposes only. It is n...

Mark as Played

Doug Walters serves as the senior investment professional at Strategic and head of our planning group. He is responsible for setting strategy and providing industry-leading solutions to help our clients achieve their unique goals. For more info on Doug please visit: https://investstrategic.com/team/doug-walters/ https://www.linkedin.com/in/douglasswalters/

 

This podcast is for informational and educational purposes only. It is n...

Mark as Played

Doug Walters serves as the senior investment professional at Strategic and head of our planning group. He is responsible for setting strategy and providing industry-leading solutions to help our clients achieve their unique goals. For more info on Doug please visit: https://investstrategic.com/team/doug-walters/ https://www.linkedin.com/in/douglasswalters/ This podcast is for informational and educational purposes only. It is n...

Mark as Played

Doug Walters serves as the senior investment professional at Strategic and head of our planning group. He is responsible for setting strategy and providing industry-leading solutions to help our clients achieve their unique goals. For more info on Doug please visit: https://investstrategic.com/team/doug-walters/ https://www.linkedin.com/in/douglasswalters/ This podcast is for informational and educational purposes only. It is n...

Mark as Played

Greg Mattacola is a Senior Advisor and Partner at Strategic Financial Services. Greg is a former attorney, CERTIFIED FINANCIAL PLANNER™, and an Accredited Behavioral Finance Professional℠.  For more info on Greg please visit: https://investstrategic.com/team/greg-mattacola/ https://www.linkedin.com/in/gregmattacola/ This podcast is for informational and educational purposes only. It is not intended as investment, legal, tax, or...

Mark as Played

Doug Walters serves as the senior investment professional at Strategic and head of our planning group. He is responsible for setting strategy and providing industry-leading solutions to help our clients achieve their unique goals.

For more info on Doug please visit: https://investstrategic.com/team/doug-walters/ https://www.linkedin.com/in/douglasswalters/ This podcast is for informational and educational purposes only. It is not...

Mark as Played

Doug Walters serves as the senior investment professional at Strategic and head of our planning group. He is responsible for setting strategy and providing industry-leading solutions to help our clients achieve their unique goals. For more info on Doug please visit: https://investstrategic.com/team/doug-walters/ https://www.linkedin.com/in/douglasswalters/ This podcast is for informational and educational purposes only. It is n...

Mark as Played
April 24, 2025 19 mins

Doug Walters serves as the senior investment professional at Strategic and head of our planning group. He is responsible for setting strategy and providing industry-leading solutions to help our clients achieve their unique goals. For more info on Aaron please visit: https://investstrategic.com/team/doug-walters/ https://www.linkedin.com/in/douglasswalters/

This podcast is for informational and educational purposes only. It is ...

Mark as Played
April 17, 2025 24 mins

Aaron Evans is a Senior Advisor and Partner at Strategic Financial Services. Aaron is a CERTIFIED FINANCIAL PLANNER™ and a Chartered Financial Analyst (CFA) Charterholder. For more info on Aaron please visit: https://investstrategic.com/team/aaron-evans/ https://www.linkedin.com/in/aaron-evans-cfa-cfp%C2%AE-0285466/ This podcast is for informational and educational purposes only. It is not intended as investment, legal, tax, o...

Mark as Played

Brian Basloe is the Chief Executive Officer at Concierge Live, and has long history in sports and event ticketing. Brian joins us from Augusta to talk about getting into the Masters. For more info on Brian please visit: https://www.linkedin.com/in/brianbasloe/ https://www.conciergelive.com/ This podcast is for informational and educational purposes only. It is not intended as investment, legal, tax, or other professional advice. ...

Mark as Played

At the end of each quarter, we sit down with the Doug Walters, Chief Investment Officer here at Strategic to recap the quarter and discuss preparing for the next. This podcast is for informational and educational purposes only. It is not intended as investment, legal, tax, or other professional advice. The views and opinions expressed by the firm or its guests are solely their own and do not necessarily reflect those of the firm....

Mark as Played

Aaron Evans is a Senior Advisor and Partner at Strategic Financial Services. Aaron is a CERTIFIED FINANCIAL PLANNER™ and a Chartered Financial Analyst (CFA) Charterholder. For more info on Aaron please visit: https://investstrategic.com/team/aaron-evans/ https://www.linkedin.com/in/aaron-evans-cfa-cfp%C2%AE-0285466/ This podcast is for informational and educational purposes only. It is not intended as investment, legal, tax, o...

Mark as Played

Greg Mattacola is a Senior Advisor and Partner at Strategic Financial Services. Greg is a former attorney, CERTIFIED FINANCIAL PLANNER™, and an Accredited Behavioral Finance Professional℠.  For more info on Greg please visit: https://investstrategic.com/team/greg-mattacola/ https://www.linkedin.com/in/gregmattacola/ This podcast is for informational and educational purposes only. It is not intended as investment, legal, tax, or...

Mark as Played
March 20, 2025 37 mins

Greg Mattacola is a Senior Advisor and Partner at Strategic Financial Services. Greg is a former attorney, CERTIFIED FINANCIAL PLANNER™, and an Accredited Behavioral Finance Professional℠.  For more info on Greg please visit: https://investstrategic.com/team/greg-mattacola/ https://www.linkedin.com/in/gregmattacola/ This podcast is for informational and educational purposes only. It is not intended as investment, legal, tax, or...

Mark as Played

Greg Mattacola is a Senior Advisor and Partner at Strategic Financial Services. Greg is a former attorney, CERTIFIED FINANCIAL PLANNER™, and an Accredited Behavioral Finance Professional℠. 

For more info on Greg please visit: https://investstrategic.com/team/greg-mattacola/ or https://www.linkedin.com/in/gregmattacola/

 

This podcast is for informational and educational purposes only. It is not intended as investment, legal, tax, o...

Mark as Played

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