Financial Futures: A Measured Wealth Podcast

Offering a 401(k) can be a game-changer for your business, but the details matter. In this episode, George is joined by retirement plan sales consultant Leander Macvane of SetAway LLC to discuss why retirement plans matter, what to consider when setting one up, and what to look for when reviewing an existing plan-including key decisions, compliance considerations, and more.

Learn more about SetAway LLC

https://www.setawayllc.com/

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Tax filing as a business owner can be complex, whether you're launching a new business or have years of experience. In this episode, Christine Smith- an IRS Enrolled Agent with a master’s degree in taxation and 28 years of experience- joins George to explore the different types of business entities and how they impact your taxes.  Tune in to gain valuable insights that can help you make smarter business decisions!

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Trusts ​can ​be ​complex. We're back with Claire DeLorenzo of Forman Law Group in this episode to break down the basics!  She explains how trusts help avoid probate, protect assets, and provide for beneficiaries over time. Plus, she shares tips on when and why to update your trust as life changes.

Forman Law Group: https://www.ourlegalwebsite.com/

More About Claire: https://www.ourlegalwebsite.com/claire-delorenzo.html

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Estate planning doesn’t have to feel overwhelming. In this episode, attorney Claire DeLorenzo of Forman Law Group joins the conversation to explain why it’s a crucial step in securing your financial future, how to get started, and what benefits a well-structured plan can bring.

Forman Law Group: https://www.ourlegalwebsite.com/

More About Claire: https://www.ourlegalwebsite.com/claire-delorenzo.html

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With so much talk about passive investing in the market today, active management is fading… or is it? Ed Miller joins us on the show to highlight Measured Wealth's Ultra Portfolio, an actively managed strategy that goes anywhere- from small-cap innovators to large-cap leaders. Learn how rigorous stock screening, momentum, and valuation analysis, and targeted ETF exposure come together to create a dynamic portfolio that aims to...

In this episode of Financial Futures, Ed Miller, Chartered Financial Analyst, dives into the Measured Wealth core portfolios, explaining how they are constructed, managed, and tailored to different risk tolerances. He discusses sector allocation, U.S. versus international exposure, fixed income strategies, and the economic indicators that guide portfolio decisions. Ed also shares how these model portfolios help manage risk and stay...

The 4% rule gets talked about like gospel in retirement planning. But let’s be honest, it’s always been more of a rough guess than a golden rule. Now, its original creator is revising it to 4.7%. So, does that mean your retirement paycheck just got a raise, or is this just another headline that oversimplifies a complex decision?

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🌐 Our website: https://www.measuredwealth.net/

📞 Phone: 603-431-1444

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By now, you’ve probably heard of the One Big Beautiful Bill—but does it live up to its name for individual taxpayers? George is joined by Matt Barbour, Managing Partner of McLeod Ascanio in Portland, Maine, to explore what the legislation really means for everyday filers. Together, they break down key provisions and share practical steps you can take to plan ahead. 

Learn more about McLeod Ascanio:

https://mcleodascanio.com/

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Welcome to the very first episode of Financial Futures! Host George Zaharopoulos and Measured Wealth founder Ed Benway kick things off with a lighthearted look at what this new show is all about. From boosting your “financial IQ” to making sense of markets, retirement, and planning for the future, they share the vision for bringing fresh insights (and a little entertainment) to your money conversations. 

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